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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFC
151
Personal Financial Consultants
California
$282K +$284K +5,586 New
PWM
152
Paulson Wealth Management
Illinois
$280K +$7.22K +142 +3%
AAP
153
Arax Advisory Partners
Colorado
$280K +$282K +5,545 New
FA
154
FC Advisory
Pennsylvania
$274K +$1.27K +25 +0.5%
WLIM
155
White Lighthouse Investment Management
Massachusetts
$273K -$35.6K -700 -11%
CMBA
156
C.M. Bidwell & Associates
Hawaii
$267K +$56.9K +1,118 +27%
PHIMC
157
Private Harbour Investment Management & Counsel
Ohio
$266K -$35.6K -700 -12%
AWMG
158
Alliance Wealth Management Group
New Jersey
$253K
TCM
159
Towercrest Capital Management
Pennsylvania
$253K
IA
160
IFG Advisory
Georgia
$250K +$9.92K +195 +4%
TC
161
Telemus Capital
Michigan
$250K +$252K +4,950 New
WS
162
Wedbush Securities
California
$242K +$3.36K +66 +1%
CCA
163
Clearwater Capital Advisors
Illinois
$240K +$241K +4,745 New
CPA
164
Clear Perspective Advisors
Illinois
$240K +$242K +4,750 New
HDIM
165
Hanson & Doremus Investment Management
Vermont
$239K -$19.8K -390 -8%
First Trust Advisors
166
First Trust Advisors
Illinois
$238K +$240K +4,709 New
JWS
167
Juncture Wealth Strategies
Arizona
$232K -$6.92K -136 -3%
SFM
168
Signature Financial Management
Virginia
$230K +$232K +4,562 New
V
169
Veritable
Delaware
$227K
WTC
170
WhitTier Trust Company
Nevada
$227K
VAM
171
Verity Asset Management
North Carolina
$225K
FHC
172
First Heartland Consultants
Missouri
$219K
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$218K +$220K +4,319 New
SLA
174
Silver Lake Advisory
Utah
$206K +$207K +4,075 New
BRWA
175
B. Riley Wealth Advisors
Florida
$203K +$204K +4,010 New