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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
551
TS Financial Group (TSFG)
Illinois
$83K – – –
HWMA
552
Heritage Wealth Management (Arizona)
Arizona
$82K +$81.7K +1,483 New
Fifth Third Bancorp
553
Fifth Third Bancorp
Ohio
$78K – – –
TCI Wealth Advisors
554
TCI Wealth Advisors
Arizona
$78K – – –
MG
555
MilWealth Group
Wisconsin
$72.6K – – –
EIP
556
Ellis Investment Partners
Pennsylvania
$70K +$275 +5 +0.4%
CWM
557
Cedar Wealth Management
California
$68K +$31.6K +574 +88%
SignatureFD
558
SignatureFD
Georgia
$62K +$44.5K +808 +255%
Simplex Trading
559
Simplex Trading
Illinois
$60K +$5.51K +100 +10%
JPLA
560
Joseph P. Lucia & Associates
New York
$58K +$49.6K +900 +600%
PCA
561
Providence Capital Advisors
North Carolina
$55K +$55.1K +1,000 New
TCM
562
TD Capital Management
Tennessee
$55K +$55.1K +1,000 New
ZB
563
Zions Bancorporation
Utah
$54K – – –
SPWG
564
Sage Private Wealth Group
Illinois
$52K – – –
SCA
565
Stonebridge Capital Advisors
Minnesota
$52K – – –
BHWM
566
Bay Harbor Wealth Management
Maryland
$52K +$9.97K +181 +24%
GAM
567
Gemmer Asset Management
California
$51K +$220 +4 +0.4%
Montag & Associates
568
Montag & Associates
Georgia
$48K – – –
LWA
569
Lenox Wealth Advisors
New York
$46K – – –
SFPG
570
Stonebridge Financial Planning Group
Florida
$44K – – –
FFC
571
First Financial Corp
Indiana
$43K – – –
FPW
572
Flagship Private Wealth
Massachusetts
$41.5K – – –
CPFP
573
Clear Perspectives Financial Planning
Ohio
$39K – – –
TWM
574
Tradition Wealth Management
Minnesota
$38K +$165 +3 +0.4%
LB
575
Legacy Bridge
Iowa
$35K – – –