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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$25K – – –
FANJ
202
Financial Architects (New Jersey)
New Jersey
$17K – – –
SSB
203
Sandy Spring Bank
Maryland
$15K – – –
RWA
204
River Wealth Advisors
Pennsylvania
$14K – – –
CPIG
205
Chicago Partners Investment Group
Illinois
$13K – – –
LIA
206
LS Investment Advisors
Michigan
$10K – – –
NSIM
207
North Star Investment Management
Illinois
$10K – – –
MFT
208
Moisand Fitzgerald Tamayo
Florida
$6K – – –
CHP
209
Cable Hill Partners
Oregon
$5K -$90.8K -1,784 -95%
QCIG
210
Quad-Cities Investment Group
Iowa
$5K +$51 +1 +1%
BlackRock
211
BlackRock
New York
$2K -$356 -7 -13%
FFW
212
Fusion Family Wealth
New York
$1K – – –
BC
213
Brinker Capital
Pennsylvania
– -$16.3M -320,575 Closed
NA
214
NewEdge Advisors
Louisiana
– -$403K -7,916 Closed
BCA
215
Bay Colony Advisors
Massachusetts
– -$219K -4,300 Closed
VF
216
Virtu Financial
New York
– -$211K -4,147 Closed
CL
217
CPWM LLC
Washington
– -$200K -3,929 Closed
B
218
Bridgeworth
Alabama
– -$50K -997 Closed
FHA
219
First Horizon Advisors
Tennessee
– -$36K -703 Closed
CFC
220
Coyle Financial Counsel
Illinois
– -$24K -461 Closed
SFSIG
221
San Francisco Sentry Investment Group
California
– -$20K -400 Closed
BCMIO
222
Beacon Capital Management Inc (Ohio)
Ohio
– -$5K -89 Closed
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
– -$2K -40 Closed
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
– -$2K -34 Closed
CF
225
Centaurus Financial
California
– -$1K -16 Closed