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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
526
Zions Bancorporation
Utah
$53K
SCA
527
Stonebridge Capital Advisors
Minnesota
$52K +$52K +947 New
SPWG
528
Sage Private Wealth Group
Illinois
$51K
GAM
529
Gemmer Asset Management
California
$50K +$110 +2 +0.2%
MA
530
Montag & Associates
Georgia
$47K -$45.6K -830 -49%
LWA
531
Lenox Wealth Advisors
New York
$46K
SFPG
532
Stonebridge Financial Planning Group
Florida
$44K
BHWM
533
Bay Harbor Wealth Management
Maryland
$42K
FFC
534
First Financial Corp
Indiana
$42K
FPW
535
Flagship Private Wealth
Massachusetts
$40.9K
COCM
536
Charter Oak Capital Management
New Hampshire
$40K +$110 +2 +0.3%
CPFP
537
Clear Perspectives Financial Planning
Ohio
$39K
TWM
538
Tradition Wealth Management
Minnesota
$38K +$110 +2 +0.3%
CWM
539
Cedar Wealth Management
California
$36K +$17.3K +314 +92%
LB
540
Legacy Bridge
Iowa
$35K -$35.1K -639 -50%
CH
541
Canton Hathaway
Rhode Island
$33K
CFFP
542
Center for Financial Planning
Michigan
$33K
MFT
543
Moisand Fitzgerald Tamayo
Florida
$32K +$5.33K +97 +20%
CT
544
Caldwell Trust
Florida
$27.3K
WTC
545
WhitTier Trust Company
Nevada
$27K
AWM
546
Accel Wealth Management
Iowa
$25K
BWL
547
Bogart Wealth LLC
Virginia
$22K -$367K -6,677 -94%
LFG
548
Larson Financial Group
Missouri
$22K +$4.95K +90 +29%
S
549
SignatureFD
Georgia
$17K +$17.4K +317 New
Bessemer Group
550
Bessemer Group
New Jersey
$16K