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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$118K
IWM
152
IHT Wealth Management
Illinois
$108K +$51 +1 +0%
CHP
153
Cable Hill Partners
Oregon
$95K +$24.9K +489 +35%
Lazard Asset Management
154
Lazard Asset Management
New York
$85K
HDIM
155
Hanson & Doremus Investment Management
Vermont
$76K +$16.8K +330 +29%
BWA
156
Burt Wealth Advisors
Maryland
$70K
Citigroup
157
Citigroup
New York
$54K -$102 -2 -0.2%
SSB
158
Sandy Spring Bank
Maryland
$46K +$30.6K +600 +200%
LWM
159
Lenox Wealth Management
Ohio
$45K
GAM
160
Gemmer Asset Management
California
$40K +$204 +4 +0.5%
OIA
161
OneDigital Investment Advisors
Kansas
$40K +$40.6K +796 New
PA
162
Parallel Advisors
California
$38K -$61.5K -1,206 -62%
BCA
163
Bray Capital Advisors
Florida
$37K +$36.9K +725 New
GRP
164
Global Retirement Partners
California
$31K +$31K +609 New
PCG
165
Private Capital Group
Connecticut
$27K
SEI Investments
166
SEI Investments
Pennsylvania
$27K +$27.4K +537 New
FCMT
167
Founders Capital Management (Texas)
Texas
$26K +$102 +2 +0.4%
AIP
168
Ameritas Investment Partners
Nebraska
$25K +$25.5K +500 New
APA
169
American Portfolios Advisors
New York
$20.2K
SFSIG
170
San Francisco Sentry Investment Group
California
$20K
CPIG
171
Chicago Partners Investment Group
Illinois
$13K
NSIM
172
North Star Investment Management
Illinois
$10K
MFT
173
Moisand Fitzgerald Tamayo
Florida
$6K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$5K
RFA
175
Reilly Financial Advisors
California
$3K +$2.85K +56 New