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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Occidental Asset Management
California
$1.03M
RWA
202
Ropes Wealth Advisors
Massachusetts
$1.03M +$1.01M +18,943 New
William Blair & Company
203
William Blair & Company
Illinois
$1.02M +$633K +11,888 +170%
CP
204
Camelot Portfolios
Ohio
$1.02M -$325K -6,091 -24%
CP
205
Corbenic Partners
Pennsylvania
$1.02M +$1M +18,803 New
AWM
206
AE Wealth Management
Kansas
$999K -$1.07M -19,998 -52%
TCBWMS
207
Texas Capital Bank Wealth Management Services
Texas
$990K +$482K +9,044 +98%
HSWM
208
Hubbell Strickland Wealth Management
Louisiana
$984K -$271K -5,093 -22%
Betterment LLC
209
Betterment LLC
New York
$981K +$16.6K +312 +2%
OAJ
210
Ogorek Anthony Joseph
New York
$965K -$2.18K -41 -0.2%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$961K +$437K +8,205 +86%
HighTower Advisors
212
HighTower Advisors
Illinois
$958K -$179K -3,358 -16%
FFN
213
Focus Financial Network
Minnesota
$952K +$403K +7,566 +76%
MGIA
214
Moneta Group Investment Advisors
Missouri
$945K +$278K +5,224 +43%
FA
215
FC Advisory
Pennsylvania
$943K -$19K -357 -2%
VAM
216
Verity Asset Management
North Carolina
$939K
DL
217
DOHJ LLC
Washington
$931K -$13.4K -252 -1%
MAP
218
Milestone Advisory Partners
North Carolina
$920K +$906K +17,002 New
Luther King Capital Management (LKCM)
219
Luther King Capital Management (LKCM)
Texas
$908K
CWM
220
Cahaba Wealth Management
Georgia
$902K +$301K +5,648 +52%
BDF
221
Black Diamond Financial
Maryland
$902K +$580K +10,892 +189%
ML
222
McAdam LLC
Pennsylvania
$869K +$490K +9,195 +134%
SBSB
223
Sullivan, Bruyette, Speros & Blaney
Virginia
$862K
MWA
224
Moser Wealth Advisors
Washington
$855K
WWM
225
Windsor Wealth Management
Indiana
$845K