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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.19M -$7.82M -153,518 -49%
HI
27
Hudock Inc
Pennsylvania
$7.12M -$1.04M -20,494 -13%
AF
28
Advisornet Financial
Minnesota
$6.76M +$1.32M +25,930 +24%
IA
29
Independence Advisors
Pennsylvania
$6.54M -$1.1M -21,670 -14%
WIC
30
Whitegate Investment Counselors
New Hampshire
$5.44M +$1.44M +28,210 +36%
CCP
31
Cardan Capital Partners
Colorado
$5.25M +$1.08M +21,259 +26%
RFO
32
RiverGlades Family Offices
Florida
$5.15M -$5.17M -101,490 Closed
RMC
33
Regis Management Company
California
$5.1M
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.64M +$3.49M +68,556 +300%
AWM
35
Altium Wealth Management
New York
$4.64M +$3.06M +60,088 +192%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.51M +$3.47M +68,018 +328%
AG
37
Advisor Group
Arizona
$4.39M +$1.68M +32,927 +62%
ERIM
38
Eagle Ridge Investment Management
Connecticut
$4.38M +$230K +4,504 +6%
CSM
39
CAMG Solamere Management
North Carolina
$3.93M -$331K -6,500 -8%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$3.77M +$449K +8,803 +13%
BFG
41
Bouchey Financial Group
New York
$3.69M +$2.65M +51,984 +253%
UCFA
42
United Capital Financial Advisors
Texas
$3.6M +$2.82M +55,412 +362%
FA
43
FDx Advisors
Illinois
$3.57M -$9.94K -195 -0.3%
FM
44
Foster & Motley
Ohio
$3.56M -$236K -4,637 -6%
LPT
45
Legacy Private Trust
Wisconsin
$3.5M -$17.9M -350,440 -84%
OIWM
46
OptiFour Integrated Wealth Management
Virginia
$3.16M +$65.4K +1,284 +2%
PFM
47
Phillips Financial Management
Indiana
$2.76M +$123K +2,417 +5%
DFIG
48
Dragon Financial & Investment Group
California
$2.65M +$256K +5,020 +11%
CISOA
49
Capital Investment Services of America
Wisconsin
$2.58M
BUB
50
BBVA USA Bancshares
Texas
$2.55M +$844K +16,554 +49%