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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
376
Sandy Spring Bank
Maryland
$16K – – –
TIM
377
Tortoise Investment Management
New York
$16K – – –
Larson Financial Group
378
Larson Financial Group
Missouri
$16K +$1.28K +24 +9%
Bessemer Group
379
Bessemer Group
New Jersey
$15K +$14.7K +275 New
SMFS
380
Squar Milner Financial Services
California
$13K +$14K +261 New
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$12K +$7.01K +131 +138%
NSIM
382
North Star Investment Management
Illinois
$11K – – –
BHWM
383
Bay Harbor Wealth Management
Maryland
$10K +$10K +187 New
JPLA
384
Joseph P. Lucia & Associates
New York
$8K – – –
MFT
385
Moisand Fitzgerald Tamayo
Florida
$7K – – –
FMP
386
Financial Management Professionals
Texas
$6K +$5.94K +111 New
SignatureFD
387
SignatureFD
Georgia
$2K -$8.35K -156 -77%
KPW
388
Kore Private Wealth
New York
$2K +$2.41K +45 New
UBS AM
389
UBS AM
Illinois
– -$44.9M -836,959 Closed
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
– -$5.15M -96,020 Closed
Credit Suisse
391
Credit Suisse
Switzerland
– -$1.07M -20,000 Closed
Capital Wealth Planning
392
Capital Wealth Planning
Florida
– -$653K -12,220 Closed
SAM
393
SP Asset Management
California
– -$536K -10,000 Closed
Global Retirement Partners
394
Global Retirement Partners
California
– -$311K -5,799 Closed
SWM
395
Selective Wealth Management
Virginia
– -$240K -4,481 Closed
PVWM
396
Point View Wealth Management
New Jersey
– -$230K -4,297 Closed
CCM
397
Cribstone Capital Management
Maine
– -$101K -1,890 Closed
CIAS
398
Capital Investment Advisory Services
North Carolina
– -$85K -1,585 Closed
TD Ameritrade Investment Management
399
TD Ameritrade Investment Management
Nebraska
– -$31K -573 Closed
CJA
400
C-J Advisory
California
– -$25K -458 Closed