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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
176
Source Financial Advisors
New York
$6.88M +$85.8K +1,755 +1%
CFO
177
Colony Family Offices
North Carolina
$6.84M -$171K -3,497 -2%
SQA
178
Simon Quick Advisors
New Jersey
$6.73M -$2.36M -48,258 -26%
LP
179
LGL Partners
Pennsylvania
$6.69M -$330K -6,740 -5%
ACP
180
Aveo Capital Partners
Colorado
$6.67M -$9.02M -184,593 -58%
VFP
181
Verus Financial Partners
Virginia
$6.58M +$814K +16,657 +15%
AIM
182
AMI Investment Management
Indiana
$6.4M +$5.62M +114,981 +802%
RJT
183
Raymond James Trust
Florida
$6.37M -$953K -19,497 -13%
SFO
184
Stokes Family Office
Louisiana
$6.28M +$4.7M +96,210 +314%
RA
185
RFG Advisory
Alabama
$6.14M +$3.12M +63,856 +112%
CA
186
CGN Advisors
Kansas
$6.04M +$1.04M +21,288 +21%
ACA
187
Ackerman Capital Advisors
Texas
$6.03M -$75.3M -1,539,967 -93%
AWM
188
Apollon Wealth Management
South Carolina
$6.01M +$28.1K +575 +0.5%
SWM
189
SigFig Wealth Management
California
$5.92M +$8.51K +174 +0.1%
SAM
190
SP Asset Management
California
$5.92M -$429K -8,771 -7%
BWG
191
Beta Wealth Group
California
$5.89M -$333K -6,811 -5%
Brown Advisory
192
Brown Advisory
Maryland
$5.87M +$5.58M +114,064 +2,500%
PA
193
PFG Advisors
Arizona
$5.87M -$241K -4,926 -4%
CF
194
Corrigan Financial
Rhode Island
$5.75M +$5.68M +116,213 New
HFS
195
Heritage Financial Services
Massachusetts
$5.69M +$529K +10,820 +10%
FWM
196
Fairhaven Wealth Management
Illinois
$5.68M +$1.62M +33,044 +40%
VA
197
Valmark Advisers
Ohio
$5.67M +$237K +4,853 +4%
KLI
198
Kelman-Lazarov Inc
Tennessee
$5.66M -$637K -13,023 -10%
PI
199
PFS Investments
Georgia
$5.56M +$3.54M +72,479 +182%
BOPW
200
Brandywine Oak Private Wealth
Pennsylvania
$5.36M -$1.12M -22,982 -18%