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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
351
Creative Financial Designs
Indiana
$64K – – –
Pathstone Family Office
352
Pathstone Family Office
New Jersey
$59.9K – – –
Northern Trust
353
Northern Trust
Illinois
$58K +$5.76M +107,623 New
EI
354
Ellevest Inc
New York
$52K +$49K +915 +1,947%
SL
355
Savior LLC
Massachusetts
$52K +$52.4K +980 New
LFG
356
LifePlan Financial Group
Ohio
$51K – – –
SCA
357
Stonebridge Capital Advisors
Minnesota
$51K – – –
VCP
358
Verus Capital Partners
Arizona
$49K +$49K +916 New
LWM
359
Lenox Wealth Management
Ohio
$48K – – –
GAM
360
Gemmer Asset Management
California
$44K +$321 +6 +0.7%
CFFP
361
Center for Financial Planning
Michigan
$44K +$43.5K +813 New
BWM
362
BerganKDV Wealth Management
Minnesota
$44K +$44.3K +827 New
FFC
363
First Financial Corp
Indiana
$41K – – –
LB
364
Legacy Bridge
Iowa
$34K – – –
CH
365
Canton Hathaway
Rhode Island
$33K – – –
LWA
366
Lenox Wealth Advisors
New York
$30K +$29.8K +556 New
LIA
367
LS Investment Advisors
Michigan
$29K +$10.7K +200 +58%
CFA
368
Carroll Financial Associates
North Carolina
$27K – – –
DI
369
Disciplined Investments
Oklahoma
$23K +$22.5K +421 New
VCM
370
Vigilant Capital Management
Maine
$21K – – –
Cullen/Frost Bankers
371
Cullen/Frost Bankers
Texas
$20K +$19.8K +370 New
LF
372
Lee Financial
Texas
$19K +$3.48K +65 +23%
CBT
373
Central Bank & Trust
Kentucky
$18K – – –
FANJ
374
Financial Architects (New Jersey)
New Jersey
$18K – – –
GWMIA
375
Global Wealth Management Investment Advisory
Florida
$18K +$17.8K +333 New