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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
176
Sigma Investment Management
Oregon
$330K
BWA
177
Burt Wealth Advisors
Maryland
$327K -$85.6K -1,700 -21%
HW
178
Hamilton Wealth
California
$323K +$319K +6,330 New
EGA
179
Eagle Global Advisors
Texas
$312K -$176K -3,500 -36%
BJL
180
Brighton Jones LLC
Washington
$309K +$8.36K +166 +3%
CPA
181
Clear Perspective Advisors
Illinois
$304K +$60.5K +1,200 +25%
BDF
182
Black Diamond Financial
Maryland
$290K +$286K +5,685 New
VAG
183
VisionPoint Advisory Group
Texas
$285K +$281K +5,580 New
CAL
184
Capital Advisors Ltd
Ohio
$281K +$277K +5,500 New
WLIM
185
White Lighthouse Investment Management
Massachusetts
$276K
ACM
186
Allred Capital Management
Texas
$276K +$273K +5,413 New
PHIMC
187
Private Harbour Investment Management & Counsel
Ohio
$269K
AWM
188
Altavista Wealth Management
North Carolina
$267K +$263K +5,225 New
MWM
189
Meridian Wealth Management
Kentucky
$257K +$253K +5,025 New
IA
190
IFG Advisory
Georgia
$253K
VA
191
Valmark Advisers
Ohio
$247K +$244K +4,835 New
SWP
192
Stratos Wealth Partners
Ohio
$244K +$60.9K +1,208 +34%
WWM
193
Western Wealth Management
Colorado
$243K +$239K +4,753 New
First Trust Advisors
194
First Trust Advisors
Illinois
$237K -$3.22K -64 -1%
SFM
195
Signature Financial Management
Virginia
$233K
V
196
Veritable
Delaware
$230K
WTC
197
WhitTier Trust Company
Nevada
$230K
BOPW
198
Brandywine Oak Private Wealth
Pennsylvania
$230K +$227K +4,508 New
MWC
199
MKD Wealth Coaches
Michigan
$228K +$225K +4,462 New
OIA
200
OneDigital Investment Advisors
Kansas
$226K +$187K +3,717 +524%