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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
176
Betterment LLC
New York
$1.01M -$260K -4,849 -20%
JGIA
177
Jackson Grant Investment Advisers
Connecticut
$999K +$189K +3,530 +23%
FA
178
FC Advisory
Pennsylvania
$997K +$5.03K +94 +0.5%
NRI
179
NFP Retirement Inc
California
$953K +$952K +17,783 New
WMA
180
Wealth Management Associates
New Jersey
$940K +$150K +2,796 +19%
VAM
181
Verity Asset Management
North Carolina
$900K +$192K +3,591 +27%
PI
182
PFS Investments
Georgia
$893K +$297K +5,559 +50%
AA
183
Alesco Advisors
New York
$884K -$246K -4,600 -22%
CWM
184
Cornerstone Wealth Management
Missouri
$868K +$58.9K +1,101 +7%
PWM
185
Paulson Wealth Management
Illinois
$867K -$72.6K -1,357 -8%
PEA
186
Pacific Edge Advisors
California
$859K -$69.6K -1,300 -7%
HCM
187
Howard Capital Management
Georgia
$855K +$848K +15,838 New
SBSB
188
Sullivan, Bruyette, Speros & Blaney
Virginia
$852K +$565K +10,549 +196%
UCFA
189
United Capital Financial Advisors
Texas
$846K +$36.8K +688 +5%
MWA
190
Moser Wealth Advisors
Washington
$846K +$846K +15,800 New
PA
191
Pinnacle Associates
New York
$840K +$563K +10,522 +203%
WWM
192
Windsor Wealth Management
Indiana
$836K
Baird Financial Group
193
Baird Financial Group
Wisconsin
$833K +$337K +6,289 +68%
THWM
194
Taylor Hoffman Wealth Management
Virginia
$829K +$106K +1,976 +15%
ESB
195
Essex Savings Bank
Connecticut
$826K +$825K +15,420 New
PWMAG
196
Pinnacle Wealth Management Advisory Group
New Jersey
$808K +$531K +9,922 +192%
VCM
197
Versant Capital Management
Arizona
$793K +$1.07K +20 +0.1%
SG
198
StoneX Group
New York
$784K +$783K +14,636 New
MWM
199
Merriman Wealth Management
Washington
$783K +$324K +6,052 +71%
TGAM
200
TBH Global Asset Management
Tennessee
$783K +$783K +14,626 New