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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PEA
76
Pacific Edge Advisors
California
$1.21M +$343K +6,750 +40%
SIC
77
Sigma Investment Counselors
Michigan
$1.2M -$127K -2,500 -10%
Vanguard Group
78
Vanguard Group
Pennsylvania
$1.19M +$101 +2 +0%
AIM
79
AMI Investment Management
Indiana
$1.13M +$138K +2,726 +14%
JSA
80
Jacobson & Schmitt Advisors
Wisconsin
$1.1M -$260K -5,119 -19%
GEA
81
Glen Eagle Advisors
New Jersey
$1.1M +$270K +5,317 +33%
PP
82
PrairieView Partners
Minnesota
$1.02M -$164K -3,235 -14%
CT
83
Coastline Trust
Rhode Island
$1.01M +$233K +4,585 +30%
FCIM
84
Fairview Capital Investment Management
California
$1.01M
VCM
85
Versant Capital Management
Arizona
$1.01M -$789K -15,550 -44%
OAM
86
Occidental Asset Management
California
$928K
US Bancorp
87
US Bancorp
Minnesota
$928K +$924K +18,202 New
JP Morgan Chase
88
JP Morgan Chase
New York
$852K -$18.6K -367 -2%
CA
89
Cetera Advisors
Colorado
$848K +$38.3K +754 +5%
AWA
90
Arete Wealth Advisors
Illinois
$833K +$47.2K +931 +6%
WWM
91
Windsor Wealth Management
Indiana
$796K
I
92
INVST
Indiana
$790K +$786K +15,491 New
BCM
93
Blume Capital Management
California
$785K +$101K +2,000 +15%
SCG
94
Sonata Capital Group
Washington
$765K +$50.7K +1,000 +7%
FF
95
Fluent Financial
Texas
$749K +$746K +14,694 New
Bank of New York Mellon
96
Bank of New York Mellon
New York
$739K -$3.77M -74,234 -84%
PMFA
97
Plante Moran Financial Advisors
Michigan
$703K -$100K -1,974 -13%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$680K -$23.1K -455 -3%
SP
99
Successful Portfolios
Florida
$672K +$5.08K +100 +0.8%
CWM
100
CMH Wealth Management
New Hampshire
$649K +$251K +4,940 +63%