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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
I
51
IberiaBank
Louisiana
$4.74M +$2.69M +53,332 +135%
CCG
52
Chatham Capital Group
Georgia
$4.66M
GIM
53
Greenwich Investment Management
Connecticut
$4.49M +$836K +16,594 +23%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$4.44M +$2.08M +41,294 +90%
JP Morgan Chase
55
JP Morgan Chase
New York
$4.02M +$3.17M +62,875 +396%
BlackRock
56
BlackRock
New York
$4.01M +$3.95M +78,449 +160,100%
PFM
57
Phillips Financial Management
Indiana
$3.88M +$900K +17,859 +31%
FM
58
Foster & Motley
Ohio
$3.86M -$466K -9,257 -11%
SCM
59
SCS Capital Management
Massachusetts
$3.75M +$3.7M +73,434 New
UCFA
60
United Capital Financial Advisors
Texas
$3.71M -$38K -754 -1%
CSM
61
CAMG Solamere Management
North Carolina
$3.53M
LPT
62
Legacy Private Trust
Wisconsin
$3.52M -$7.54M -149,600 -68%
MFS
63
McNamara Financial Services
Massachusetts
$3.5M
MML Investors Services
64
MML Investors Services
Massachusetts
$3.47M +$2.75M +54,635 +412%
BFG
65
Bouchey Financial Group
New York
$3.43M -$201K -3,980 -6%
BUB
66
BBVA USA Bancshares
Texas
$3.42M +$59.4K +1,178 +2%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$3.42M +$3.37M +66,972 New
CAM
68
Caprin Asset Management
Virginia
$3.29M +$1.62M +32,148 +99%
FMWA
69
Forvis Mazars Wealth Advisors
Missouri
$3.23M +$1.48M +29,418 +87%
CISOA
70
Capital Investment Services of America
Wisconsin
$3.1M +$378K +7,500 +14%
WANY
71
Wealthspire Advisors (New York)
New York
$2.98M +$2.94M +58,392 New
OAJ
72
Ogorek Anthony Joseph
New York
$2.92M +$318K +6,319 +12%
CT
73
Coastline Trust
Rhode Island
$2.9M +$1.42M +28,260 +99%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$2.86M +$2.82M +56,032 New
BCWM
75
Bartlett & Co Wealth Management
Ohio
$2.86M +$867K +17,200 +44%