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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
251
Lenox Wealth Management
Ohio
$47K
GAM
252
Gemmer Asset Management
California
$42K +$206 +4 +0.5%
FFC
253
First Financial Corp
Indiana
$40K +$39.8K +775 New
LB
254
Legacy Bridge
Iowa
$33K
MSA
255
Marino Stram & Associates
Massachusetts
$32K
ACA
256
Atlas Capital Advisors
Wyoming
$28.5K +$28.1K +547 New
PCG
257
Private Capital Group
Connecticut
$27K
CJA
258
C-J Advisory
California
$24K
LIA
259
LS Investment Advisors
Michigan
$18K +$7.3K +142 +71%
CBT
260
Central Bank & Trust
Kentucky
$17K
FANJ
261
Financial Architects (New Jersey)
New Jersey
$17K
SSB
262
Sandy Spring Bank
Maryland
$16K
TIM
263
Tortoise Investment Management
New York
$16K
LF
264
Lee Financial
Texas
$15K +$14.7K +286 New
NSIM
265
North Star Investment Management
Illinois
$10K
SMFS
266
Squar Milner Financial Services
California
$8K +$7.97K +155 New
JPLA
267
Joseph P. Lucia & Associates
New York
$7.79K +$7.71K +150 New
MFT
268
Moisand Fitzgerald Tamayo
Florida
$7K +$6.99K +136 New
CFA
269
Carroll Financial Associates
North Carolina
$7K +$7.66K +149 New
QCIG
270
Quad-Cities Investment Group
Iowa
$6K +$51 +1 +1%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$5K
IBOK
272
Independence Bank of Kentucky
Kentucky
$4K +$3.65K +71 New
PA
273
Parallel Advisors
California
$3K -$42K -817 -93%
SFG
274
SevenBridge Financial Group
Pennsylvania
$1K
S
275
SignatureFD
Georgia
$1K +$514 +10 New