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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Altium Wealth Management
New York
$1.61M +$1.61M +31,262 New
ZCA
52
Zeke Capital Advisors
Pennsylvania
$1.59M -$804K -15,570 -34%
RGC
53
Roberts, Glore & Co
Illinois
$1.53M +$723K +14,000 +89%
CCG
54
Chatham Capital Group
Georgia
$1.51M +$247K +4,775 +19%
BC
55
Bartlett & Co
Ohio
$1.49M +$83.1K +1,610 +6%
DWT
56
Dorsey & Whitney Trust
South Dakota
$1.4M +$1.07M +20,675 +324%
JFGLC
57
Johnson Financial Group LLC (Colorado)
Colorado
$1.4M +$1.07M +20,675 +324%
W
58
WealthShield
North Carolina
$1.39M +$1.39M +26,850 New
WP
59
WealthShield Partners
North Carolina
$1.39M +$1.39M +26,850 New
HighTower Advisors
60
HighTower Advisors
Illinois
$1.36M +$278K +5,381 +26%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.36M -$734K -14,209 -35%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$1.34M +$730K +14,128 +120%
FMWA
63
Forvis Mazars Wealth Advisors
Missouri
$1.34M +$664K +12,862 +99%
ASN
64
Advisory Services Network
Georgia
$1.3M +$103K +2,000 +9%
Goldman Sachs
65
Goldman Sachs
New York
$1.29M +$1.29M +24,961 New
SIC
66
Sigma Investment Counselors
Michigan
$1.28M +$146K +2,825 +13%
CWM
67
Cahaba Wealth Management
Georgia
$1.27M +$8.47K +164 +0.7%
GPW
68
GFS Private Wealth
Florida
$1.27M +$1.27M +24,530 New
JSA
69
Jacobson & Schmitt Advisors
Wisconsin
$1.26M -$5.53K -107 -0.4%
VC
70
Vicus Capital
Pennsylvania
$1.22M +$146K +2,819 +14%
AA
71
Alesco Advisors
New York
$1.19M
PFPT
72
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.18M +$1.18M +22,846 New
Vanguard Group
73
Vanguard Group
Pennsylvania
$1.16M +$5.27K +102 +0.5%
AI
74
Atria Investments
North Carolina
$1.09M +$197K +3,806 +22%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$1.07M +$1.07M +20,717 New