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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$200K +$200K +3,880 New
PWM
127
Paulson Wealth Management
Illinois
$192K +$192K +3,715 New
AP
128
Arlington Partners
Alabama
$186K +$186K +3,592 New
SPIA
129
Steward Partners Investment Advisory
New York
$156K +$671 +13 +0.4%
KF
130
Krilogy Financial
Missouri
$152K +$151K +2,933 New
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$133K +$671 +13 +0.5%
CMBA
132
C.M. Bidwell & Associates
Hawaii
$122K +$122K +2,370 New
IA
133
IFP Advisors
Florida
$118K -$2.63K -51 -2%
IWM
134
IHT Wealth Management
Illinois
$109K +$110K +2,121 New
PA
135
Parallel Advisors
California
$101K
CFD
136
Creative Financial Designs
Indiana
$100K
CCM
137
Cribstone Capital Management
Maine
$98K
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88K +$620 +12 +0.7%
Lazard Asset Management
139
Lazard Asset Management
New York
$87K
CHP
140
Cable Hill Partners
Oregon
$72K -$24.3K -471 -25%
VFA
141
Valeo Financial Advisors
Indiana
$72K
BWA
142
Burt Wealth Advisors
Maryland
$71K
HDIM
143
Hanson & Doremus Investment Management
Vermont
$60K +$18.4K +356 +45%
Citigroup
144
Citigroup
New York
$55K +$103 +2 +0.2%
LWM
145
Lenox Wealth Management
Ohio
$47K
GAM
146
Gemmer Asset Management
California
$40K +$207 +4 +0.5%
PCG
147
Private Capital Group
Connecticut
$27K +$27.1K +525 New
US Bancorp
148
US Bancorp
Minnesota
$26K
FCMT
149
Founders Capital Management (Texas)
Texas
$26K +$25.9K +501 New
LA
150
Legacy Advisors
Pennsylvania
$22K +$22.5K +435 New