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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
301
Central Bank & Trust
Kentucky
$18K
FANJ
302
Financial Architects (New Jersey)
New Jersey
$18K
LIA
303
LS Investment Advisors
Michigan
$18K
SSB
304
Sandy Spring Bank
Maryland
$16K
TIM
305
Tortoise Investment Management
New York
$16K
LF
306
Lee Financial
Texas
$15K
LFG
307
Larson Financial Group
Missouri
$15K +$15.1K +282 New
NSIM
308
North Star Investment Management
Illinois
$11K +$10.7K +200 New
S
309
SignatureFD
Georgia
$11K +$10.8K +202 New
TC
310
Trust Company
Kansas
$9K +$9.43K +176 New
JPLA
311
Joseph P. Lucia & Associates
New York
$8K
MFT
312
Moisand Fitzgerald Tamayo
Florida
$7K
QCIG
313
Quad-Cities Investment Group
Iowa
$6K +$54 +1 +0.9%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$5K
IBOK
315
Independence Bank of Kentucky
Kentucky
$4K
EI
316
Ellevest Inc
New York
$3K +$2.52K +47 New
PP
317
Paloma Partners
Connecticut
-$1.59M -29,955 Closed
DWM
318
Dakota Wealth Management
Florida
-$1.06M -19,900 Closed
JSA
319
Jacobson & Schmitt Advisors
Wisconsin
-$852K -16,059 Closed
GSWM
320
Golden State Wealth Management
California
-$539K -10,173 Closed
LCM
321
Leisure Capital Management
California
-$500K -9,422 Closed
UWM
322
USAdvisors Wealth Management
Minnesota
-$497K -9,374 Closed
JIC
323
Johnson Investment Counsel
Ohio
-$467K -8,805 Closed
PGA
324
Portland Global Advisors
Maine
-$334K -6,300 Closed
VA
325
Valmark Advisers
Ohio
-$300K -5,654 Closed