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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Horiko Capital Management
New York
$2.34M
COF
127
Capital One Financial
Virginia
$2.34M +$2.37M +44,219 New
AF
128
Allworth Financial
California
$2.31M +$209K +3,905 +10%
ASN
129
Advisory Services Network
Georgia
$2.27M -$78.9K -1,474 -3%
SWG
130
Summit Wealth Group
Vermont
$2.21M +$157K +2,932 +8%
Stifel Financial
131
Stifel Financial
Missouri
$2.21M +$979K +18,292 +78%
SAM
132
S.A. Mason
Michigan
$2.17M +$936K +17,490 +75%
UR
133
USCA RIA
Texas
$2.09M -$3.11M -58,146 -60%
AC
134
Apella Capital
Connecticut
$2.08M +$2.1M +39,306 New
AWM
135
AE Wealth Management
Kansas
$2.03M +$1.02M +19,076 +98%
NGA
136
Naples Global Advisors
Florida
$2M +$167K +3,125 +9%
MA
137
MCF Advisors
Kentucky
$1.96M -$110K -2,049 -5%
GEA
138
Glen Eagle Advisors
New Jersey
$1.95M +$273K +5,102 +16%
CAN
139
Cetera Advisor Networks
California
$1.91M -$1.71M -31,867 -47%
ECG
140
Edge Capital Group
Georgia
$1.89M -$148K -2,757 -7%
HDIM
141
Hanson & Doremus Investment Management
Vermont
$1.86M -$15K -280 -0.8%
BCA
142
Bray Capital Advisors
Florida
$1.86M +$541K +10,095 +40%
JIP
143
JBJ Investment Partners
South Carolina
$1.85M +$1.87M +34,949 New
SW
144
SteelPeak Wealth
California
$1.81M -$17.1K -319 -0.9%
MWP
145
Moller Wealth Partners
$1.76M +$476K +8,899 +36%
LWPC
146
Legacy Wealth Partners (California)
California
$1.73M -$365K -6,808 -17%
WFA
147
Wade Financial Advisory
California
$1.73M +$1.22M +22,850 +233%
EIA
148
Eldridge Investment Advisors
New Hampshire
$1.64M +$508K +9,493 +44%
BCA
149
Biltmore Capital Advisors
New Jersey
$1.63M +$1.65M +30,757 New
MA
150
Mangham Associates
Virginia
$1.57M +$378K +7,054 +31%