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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PHIMC
201
Private Harbour Investment Management & Counsel
Ohio
$275K
BRWA
202
B. Riley Wealth Advisors
Florida
$267K +$263K +5,111 New
VA
203
Valmark Advisers
Ohio
$265K +$12.2K +237 +5%
IA
204
IFG Advisory
Georgia
$264K +$6.17K +120 +2%
MWM
205
Meridian Wealth Management
Kentucky
$263K +$1.03K +20 +0.4%
William Blair & Company
206
William Blair & Company
Illinois
$262K +$259K +5,029 New
CTA
207
Colonial Trust Advisors
South Carolina
$261K +$258K +5,009 New
GFPC
208
Global Financial Private Capital
Florida
$254K +$250K +4,865 New
SWP
209
Stratos Wealth Partners
Ohio
$250K
Brown Advisory
210
Brown Advisory
Maryland
$238K +$235K +4,562 New
BOPW
211
Brandywine Oak Private Wealth
Pennsylvania
$235K
V
212
Veritable
Delaware
$235K
WTC
213
WhitTier Trust Company
Nevada
$235K
FVWA
214
Foster Victor Wealth Advisors
South Carolina
$232K +$9.77K +190 +4%
WLIM
215
White Lighthouse Investment Management
Massachusetts
$229K -$51.4K -1,000 -19%
CA
216
Cetera Advisors
Colorado
$226K +$9.72K +189 +5%
PAS
217
Park Avenue Securities
New York
$226K +$223K +4,337 New
PVWM
218
Point View Wealth Management
New Jersey
$224K +$221K +4,297 New
FAN
219
Financial Advisors Network
California
$223K
First Trust Advisors
220
First Trust Advisors
Illinois
$222K -$20.2K -393 -8%
AWS
221
AJ Wealth Strategies
New York
$220K +$217K +4,220 New
DMC
222
Drexel Morgan & Co
Pennsylvania
$219K
SLA
223
Silver Lake Advisory
Utah
$215K +$874 +17 +0.4%
CL
224
CPWM LLC
Washington
$209K +$771 +15 +0.4%
PMFA
225
Plante Moran Financial Advisors
Michigan
$208K -$295K -5,738 -59%