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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RGC
51
Roberts, Glore & Co
Illinois
$785K +$60.5K +1,200 +8%
VC
52
Vicus Capital
Pennsylvania
$782K +$396K +7,855 +104%
Stifel Financial
53
Stifel Financial
Missouri
$771K +$13.7K +271 +2%
AWMG
54
Alliance Wealth Management Group
New Jersey
$757K -$201K -3,986 -21%
JSA
55
Jacobson & Schmitt Advisors
Wisconsin
$686K +$683K +13,550 New
FMWA
56
Forvis Mazars Wealth Advisors
Missouri
$685K +$400K +7,941 +142%
AG
57
Advisor Group
Arizona
$673K +$430K +8,535 +179%
AIM
58
AMI Investment Management
Indiana
$648K +$141K +2,805 +28%
MML Investors Services
59
MML Investors Services
Massachusetts
$625K +$622K +12,333 New
NC
60
NewSquare Capital
Pennsylvania
$608K -$29.4K -583 -5%
Millennium Management
61
Millennium Management
New York
$581K +$579K +11,481 New
BCM
62
Blume Capital Management
California
$557K +$554K +11,000 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$557K +$554K +11,000 New
AA
64
Ancora Advisors
Ohio
$506K
CT
65
Coastline Trust
Rhode Island
$501K +$499K +9,900 New
CWM
66
Cornerstone Wealth Management
Missouri
$476K +$131K +2,593 +38%
CA
67
Cetera Advisors
Colorado
$468K -$175K -3,482 -27%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$467K -$97.2K -1,928 -17%
NG
69
Northstar Group
New York
$456K +$454K +9,000 New
PHIMC
70
Private Harbour Investment Management & Counsel
Ohio
$443K +$441K +8,750 New
OAM
71
Occidental Asset Management
California
$410K
SCG
72
Sonata Capital Group
Washington
$405K
BUB
73
BBVA USA Bancshares
Texas
$378K +$258K +5,123 +218%
TIM
74
Tortoise Investment Management
New York
$377K +$375K +7,450 New
Morgan Stanley
75
Morgan Stanley
New York
$364K +$341K +6,772 +1,632%