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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
151
Financial Advocates Investment Management
Washington
$633K +$281K +5,355 +82%
MWA
152
Martel Wealth Advisors
Washington
$631K -$2.36K -45 -0.4%
WMA
153
Wealth Management Associates
New Jersey
$621K +$25.5K +486 +4%
HI
154
Human Investing
Oregon
$615K -$27.7K -528 -4%
WP
155
WealthShield Partners
North Carolina
$613K -$127K -2,409 -17%
LW
156
Linscomb Wealth
Texas
$611K +$31.7K +604 +6%
FAAS
157
First Allied Advisory Services
California
$603K +$23.2K +441 +4%
CTB
158
Country Trust Bank
Illinois
$601K +$44.9K +854 +8%
SIC
159
Sigma Investment Counselors
Michigan
$592K
JGIA
160
Jackson Grant Investment Advisers
Connecticut
$590K +$584K +11,113 New
JIP
161
Jaffetilchin Investment Partners
Florida
$580K +$21.3K +406 +4%
ATPW
162
Ashton Thomas Private Wealth
Arizona
$562K +$6.25K +119 +1%
HFA
163
Huber Financial Advisors
Illinois
$559K -$10.8K -205 -2%
FA
164
Financial Advisors
Massachusetts
$548K +$26.1K +497 +5%
DAS
165
Dynamic Advisor Solutions
Arizona
$545K +$243K +4,620 +82%
SP
166
Successful Portfolios
Florida
$542K -$97.2K -1,850 -15%
WIA
167
World Investment Advisors
California
$542K
GSWM
168
Golden State Wealth Management
California
$539K -$10.6K -202 -2%
NC
169
NewSquare Capital
Pennsylvania
$531K -$15K -285 -3%
CM
170
Columbus Macro
Pennsylvania
$528K -$8.93K -170 -2%
AWM
171
Altavista Wealth Management
North Carolina
$508K +$21K +400 +4%
Citigroup
172
Citigroup
New York
$500K
LCM
173
Leisure Capital Management
California
$500K
THWM
174
Taylor Hoffman Wealth Management
Virginia
$497K -$217K -4,134 -31%
UWM
175
USAdvisors Wealth Management
Minnesota
$497K +$492K +9,374 New