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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
W
176
WealthStone
Ohio
$2.46M
TCM
177
Traynor Capital Management
Pennsylvania
$2.44M +$649K +11,896 +37%
HDIM
178
Hanson & Doremus Investment Management
Vermont
$2.43M +$219K +4,015 +10%
MWM
179
Merriman Wealth Management
Washington
$2.35M -$15.2K -279 -0.7%
MCG
180
MACRO Consulting Group
New Jersey
$2.34M +$73.3K +1,342 +3%
CAM
181
Caprin Asset Management
Virginia
$2.28M +$10.4K +190 +0.5%
NGA
182
Naples Global Advisors
Florida
$2.27M +$156K +2,850 +7%
GEA
183
Glen Eagle Advisors
New Jersey
$2.26M +$212K +3,882 +10%
CWM
184
Cornerstone Wealth Management
Missouri
$2.22M +$514K +9,412 +31%
MAP
185
Milestone Advisory Partners
North Carolina
$2.21M +$1.1M +20,189 +102%
BDF
186
Black Diamond Financial
Maryland
$2.15M +$1.23M +22,614 +138%
CPO
187
Cerity Partners OCIO
New York
$2.1M -$555K -10,173 -21%
EIA
188
Eldridge Investment Advisors
New Hampshire
$2.07M +$33.1K +607 +2%
HI
189
Hendershot Investments
Virginia
$2.03M +$76.4K +1,400 +4%
FAIM
190
Financial Advocates Investment Management
Washington
$2M +$613K +11,228 +45%
AIS
191
American Investment Services
Massachusetts
$1.99M +$757K +13,868 +63%
THWM
192
Taylor Hoffman Wealth Management
Virginia
$1.98M +$75K +1,373 +4%
RWA
193
Redhawk Wealth Advisors
Minnesota
$1.96M +$273K +5,010 +16%
MA
194
MCF Advisors
Kentucky
$1.96M +$54.9K +1,005 +3%
PA
195
PFG Advisors
Arizona
$1.94M +$1.27M +23,340 +197%
SCG
196
Sonata Capital Group
Washington
$1.91M +$109K +2,000 +6%
SSWM
197
Sheets Smith Wealth Management
North Carolina
$1.84M +$203K +3,717 +13%
WFA
198
Wade Financial Advisory
California
$1.84M -$150K -2,747 -8%
WP
199
WealthShield Partners
North Carolina
$1.79M +$1.12M +20,444 +171%
LWPC
200
Legacy Wealth Partners (California)
California
$1.75M -$498K -9,115 -22%