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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
676
Gemmer Asset Management
California
$51K +$274 +5 +0.5%
SignatureFD
677
SignatureFD
Georgia
$49K -$14.7K -269 -23%
BWM
678
Baystate Wealth Management
Massachusetts
$48K +$48.3K +882 New
LWA
679
Lenox Wealth Advisors
New York
$47K +$822 +15 +2%
FFC
680
First Financial Corp
Indiana
$43K – – –
CIM
681
Contravisory Investment Management
Massachusetts
$40K +$40K +730 New
TWM
682
Tradition Wealth Management
Minnesota
$38K +$219 +4 +0.6%
CH
683
Canton Hathaway
Rhode Island
$34K – – –
CFFP
684
Center for Financial Planning
Michigan
$34K – – –
Eaton Vance Management
685
Eaton Vance Management
Massachusetts
$32K +$6.08K +111 +24%
AWM
686
Accel Wealth Management
Iowa
$30K +$4.93K +90 +19%
CT
687
Caldwell Trust
Florida
$27.5K – – –
MFT
688
Moisand Fitzgerald Tamayo
Florida
$27K – – –
WhitTier Trust Company
689
WhitTier Trust Company
Nevada
$27K – – –
CWM
690
Cedar Wealth Management
California
$26K -$41.3K -753 -61%
FMTCOCP
691
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
Bogart Wealth LLC
692
Bogart Wealth LLC
Virginia
$24K +$164 +3 +0.7%
PFBT
693
Parkside Financial Bank & Trust
Missouri
$23K +$22.7K +415 New
CA
694
Centerpoint Advisors
Massachusetts
$22K +$21.5K +392 +6,533%
CSWM
695
Cassady Schiller Wealth Management
Ohio
$22K +$21.9K +400 New
SFPG
696
Stonebridge Financial Planning Group
Florida
$21K – – –
MIM
697
MTM Investment Management
South Carolina
$20K – – –
COCM
698
Charter Oak Capital Management
New Hampshire
$19K -$14.9K -272 -44%
Avior Wealth Management
699
Avior Wealth Management
Nebraska
$19K +$9.64K +176 +104%
AWA
700
Amplius Wealth Advisors
Pennsylvania
$19K +$19.8K +361 New