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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
501
Freestone Capital Holdings
Washington
$57.7K +$48.4K +887 +561%
ZB
502
Zions Bancorporation
Utah
$54K
SPWG
503
Sage Private Wealth Group
Illinois
$52K +$51.4K +941 New
GAM
504
Gemmer Asset Management
California
$50K +$273 +5 +0.6%
LWA
505
Lenox Wealth Advisors
New York
$46K +$45.8K +839 New
SFPG
506
Stonebridge Financial Planning Group
Florida
$44K
PMFA
507
Plante Moran Financial Advisors
Michigan
$43K -$176K -3,219 -81%
FFC
508
First Financial Corp
Indiana
$43K
BHWM
509
Bay Harbor Wealth Management
Maryland
$42K
FPW
510
Flagship Private Wealth
Massachusetts
$41.5K +$40.9K +749 New
COCM
511
Charter Oak Capital Management
New Hampshire
$41K +$40.1K +735 New
CPFP
512
Clear Perspectives Financial Planning
Ohio
$39K +$38.9K +712 New
TWM
513
Tradition Wealth Management
Minnesota
$38K +$37.6K +689 New
CH
514
Canton Hathaway
Rhode Island
$34K
CFFP
515
Center for Financial Planning
Michigan
$34K
WTC
516
WhitTier Trust Company
Nevada
$28K
CT
517
Caldwell Trust
Florida
$27.6K -$27.3K -500 -50%
MFT
518
Moisand Fitzgerald Tamayo
Florida
$27K +$19.5K +357 +263%
AWM
519
Accel Wealth Management
Iowa
$26K +$25.4K +465 New
CAAS
520
Capital Asset Advisory Services
Michigan
$23K +$22.3K +409 New
CTFG
521
Capstone Triton Financial Group
Oklahoma
$22K +$22.1K +404 New
CWM
522
Cedar Wealth Management
California
$19K
Bessemer Group
523
Bessemer Group
New Jersey
$17K -$20K -367 -55%
LFG
524
Larson Financial Group
Missouri
$17K
HFA
525
Hoover Financial Advisors
Pennsylvania
$16K +$15.8K +290 New