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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DI
376
Disciplined Investments
Oklahoma
$49K +$27K +505 +120%
LWM
377
Lenox Wealth Management
Ohio
$47K – – –
CFFP
378
Center for Financial Planning
Michigan
$43K – – –
GAM
379
Gemmer Asset Management
California
$43K +$161 +3 +0.4%
FFC
380
First Financial Corp
Indiana
$41K – – –
BAMG
381
Brand Asset Management Group
Missouri
$38K -$118K -2,206 -75%
Deutsche Bank
382
Deutsche Bank
Germany
$37K -$362K -6,770 -91%
LB
383
Legacy Bridge
Iowa
$34K – – –
CH
384
Canton Hathaway
Rhode Island
$32K – – –
WQ
385
Wealth Quarterback
New Jersey
$30.3K +$214 +4 +0.3%
LIA
386
LS Investment Advisors
Michigan
$29K – – –
CFA
387
Carroll Financial Associates
North Carolina
$27K – – –
WhitTier Trust Company
388
WhitTier Trust Company
Nevada
$26K -$214K -4,000 -89%
BHWM
389
Bay Harbor Wealth Management
Maryland
$22K +$11.8K +221 +118%
VCM
390
Vigilant Capital Management
Maine
$21K – – –
CFO
391
CVA Family Office
Colorado
$21K +$21.4K +400 New
VCP
392
Verus Capital Partners
Arizona
$19K -$30K -561 -61%
CWM
393
Cedar Wealth Management
California
$18K -$68.1K -1,272 -79%
FANJ
394
Financial Architects (New Jersey)
New Jersey
$18K – – –
CBT
395
Central Bank & Trust
Kentucky
$17K – – –
Larson Financial Group
396
Larson Financial Group
Missouri
$16K – – –
SSB
397
Sandy Spring Bank
Maryland
$16K – – –
IWP
398
IAG Wealth Partners
Wisconsin
$14K +$14.1K +263 New
SMFS
399
Squar Milner Financial Services
California
$13K – – –
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$12K – – –