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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
26
RWA Wealth Partners
Massachusetts
$13.4M +$13.3M +263,210 New
EI
27
Ellevest Inc
New York
$13.3M +$13.1M +259,560 New
RMC
28
Regis Management Company
California
$11.8M +$6.66M +132,259 +133%
LYV
29
Live Your Vision
Pennsylvania
$11.7M +$11.5M +228,141 New
CWM
30
CMH Wealth Management
New Hampshire
$11M +$57.9K +1,150 +0.5%
MA
31
MUFG Americas
New York
$10.6M +$7.03M +139,462 +203%
JWM
32
Janiczek Wealth Management
Colorado
$10.5M -$866K -17,185 -8%
BTS
33
BB&T Securities
Virginia
$10.4M -$1.17M -23,229 -10%
MIS
34
Morningstar Investment Services
Illinois
$10.2M -$8.9M -176,690 -47%
OIWM
35
OptiFour Integrated Wealth Management
Virginia
$10.1M +$7.5M +148,823 +299%
Creative Planning
36
Creative Planning
Kansas
$9.38M -$3.75M -74,530 -29%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$8.06M -$168K -3,339 -2%
MA
38
MCF Advisors
Kentucky
$7.37M -$1.15M -22,755 -14%
IA
39
Independence Advisors
Pennsylvania
$6.96M +$98.8K +1,961 +1%
WIC
40
Whitegate Investment Counselors
New Hampshire
$6.78M -$549K -10,900 -8%
HI
41
Hudock Inc
Pennsylvania
$6.43M -$595K -11,816 -9%
CCP
42
Cardan Capital Partners
Colorado
$6.05M +$381K +7,570 +7%
BCI
43
Brinker Capital Investments
Pennsylvania
$5.97M -$1.19M -23,602 -17%
MG
44
Mather Group
Illinois
$5.93M +$1.83M +36,354 +46%
AG
45
Advisor Group
Arizona
$5.88M +$820K +16,271 +16%
AF
46
Advisornet Financial
Minnesota
$5.78M -$1.4M -27,869 -20%
CFA
47
Capstone Financial Advisors
Illinois
$5.71M +$5.03M +99,842 +829%
RPG
48
Resource Planning Group
Georgia
$5.12M +$2.54M +50,420 +101%
NNP
49
Nachman Norwood & Parrott
South Carolina
$5.07M +$5.01M +99,381 New
EPM
50
Elm Partners Management
Pennsylvania
$4.88M +$4.81M +95,509 New