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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
51
Cerity Partners OCIO
New York
$2.4M +$1.4M +27,567 +138%
OAJ
52
Ogorek Anthony Joseph
New York
$2.38M -$184K -3,617 -7%
NG
53
Northstar Group
New York
$2.34M +$155K +3,050 +7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$2.32M +$1M +19,704 +76%
AB
55
AT Bancorp
Iowa
$1.91M +$954K +18,718 +99%
VCM
56
Versant Capital Management
Arizona
$1.79M -$25.8K -506 -1%
NGA
57
Naples Global Advisors
Florida
$1.71M +$2.55K +50 +0.1%
CCG
58
Chatham Capital Group
Georgia
$1.59M +$102K +2,000 +7%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$1.59M +$253K +4,965 +19%
RGC
60
Roberts, Glore & Co
Illinois
$1.56M +$51K +1,000 +3%
WP
61
WealthShield Partners
North Carolina
$1.44M +$79K +1,550 +6%
CAM
62
Caprin Asset Management
Virginia
$1.44M +$1.44M +28,300 New
AA
63
Alesco Advisors
New York
$1.39M +$226K +4,435 +19%
BC
64
Bartlett & Co
Ohio
$1.37M -$97.7K -1,917 -7%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$1.37M +$1.37M +26,973 New
JSA
66
Jacobson & Schmitt Advisors
Wisconsin
$1.36M +$118K +2,317 +10%
ASN
67
Advisory Services Network
Georgia
$1.33M +$50.2K +986 +4%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.33M -$7.59K -149 -0.6%
SIC
69
Sigma Investment Counselors
Michigan
$1.32M +$63.2K +1,240 +5%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$1.31M -$1.63K -32 -0.1%
PCM
71
Prelude Capital Management
New York
$1.26M +$897K +17,602 +244%
VC
72
Vicus Capital
Pennsylvania
$1.26M +$58.7K +1,151 +5%
CWM
73
Cahaba Wealth Management
Georgia
$1.25M +$4.23K +83 +0.3%
AI
74
Atria Investments
North Carolina
$1.19M +$111K +2,186 +10%
PP
75
PrairieView Partners
Minnesota
$1.18M +$261K +5,127 +28%