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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ST
101
Smithfield Trust
Pennsylvania
$1.66M -$49.9K -970 -3%
LPT
102
Legacy Private Trust
Wisconsin
$1.56M -$2M -39,000 -57%
FCIM
103
Fairview Capital Investment Management
California
$1.49M +$103K +2,000 +8%
CFA
104
Capstone Financial Advisors
Illinois
$1.45M -$4.32M -84,112 -75%
FAM
105
Formidable Asset Management
Ohio
$1.44M +$552K +10,734 New
HighTower Advisors
106
HighTower Advisors
Illinois
$1.43M -$604K -11,753 -30%
Stifel Financial
107
Stifel Financial
Missouri
$1.38M +$133K +2,590 +11%
CCA
108
Clearwater Capital Advisors
Illinois
$1.35M -$19.3K -376 -1%
GEA
109
Glen Eagle Advisors
New Jersey
$1.31M +$105K +2,052 +9%
BAM
110
Baldrige Asset Management
Pennsylvania
$1.26M +$1.25M +24,258 New
AA
111
Alesco Advisors
New York
$1.26M -$64.3K -1,250 -5%
PA
112
Paracle Advisors
Washington
$1.23M +$20.3K +394 +2%
Betterment LLC
113
Betterment LLC
New York
$1.23M +$347K +6,747 +40%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$1.22M +$89.6K +1,742 +8%
AF
115
Allworth Financial
California
$1.21M
OAM
116
Occidental Asset Management
California
$1.2M
EC
117
Estate Counselors
Wisconsin
$1.2M +$1.18M +23,050 New
CWM
118
CMH Wealth Management
New Hampshire
$1.17M -$9.88M -192,175 -90%
HDIM
119
Hanson & Doremus Investment Management
Vermont
$1.07M +$314K +6,114 +43%
DWM
120
Dakota Wealth Management
Florida
$1.04M +$1.02M +19,900 New
CPA
121
Clear Perspective Advisors
Illinois
$1.02M +$699K +13,600 +229%
SCG
122
Sonata Capital Group
Washington
$1M +$51.4K +1,000 +5%
JSA
123
Jacobson & Schmitt Advisors
Wisconsin
$973K -$43.6K -849 -4%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$967K +$886K +17,228 +1,341%
SHCM
125
Stokes & Hubbell Capital Management
Louisiana
$932K +$287K +5,586 +45%