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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Altium Wealth Management
New York
$40.4M +$3.16M +57,589 +8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$38M +$882K +16,047 +2%
AWE
28
Avidian Wealth Enterprises
Texas
$33.1M +$9.92M +180,537 +42%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$31.5M +$749K +13,641 +2%
Osaic Holdings
30
Osaic Holdings
Arizona
$31.4M +$4.48M +81,578 +17%
MIS
31
Morningstar Investment Services
Illinois
$30.2M +$2.41M +43,920 +9%
Stifel Financial
32
Stifel Financial
Missouri
$29.8M +$6.42M +116,927 +27%
PO
33
Private Ocean
California
$29M +$5.23M +95,216 +22%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$26.6M +$3.34M +60,793 +14%
M&T Bank
35
M&T Bank
New York
$24.4M +$3.14M +57,083 +15%
ST
36
Smithfield Trust
Pennsylvania
$24.1M +$873K +15,898 +4%
PFPT
37
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.6M +$3.95M +71,818 +20%
PAG
38
Private Advisor Group
New Jersey
$23.4M +$4.78M +87,004 +26%
SFS
39
Strategic Financial Services
New York
$22.9M -$166K -3,013 -0.7%
MAM
40
Meeder Asset Management
Ohio
$20.8M +$4.26M +77,616 +26%
Truist Financial
41
Truist Financial
North Carolina
$18.6M +$625K +11,367 +3%
V
42
Veritable
Delaware
$17.5M +$5.77M +104,985 +49%
FAAM
43
First Ascent Asset Management
Colorado
$17.2M +$2.58M +46,981 +18%
WT
44
Washington Trust
Rhode Island
$17.1M +$1.28M +23,290 +8%
BlackRock
45
BlackRock
New York
$16.9M +$4.91M +89,402 +41%
QWM
46
Quaker Wealth Management
New Jersey
$16.2M +$5.24M +95,462 +48%
CIA
47
Compass Ion Advisors
Pennsylvania
$15.7M -$11.2M -204,164 -41%
LBD
48
Landsberg Bennett & Dubbaneh
Florida
$15.1M +$2.73M +49,641 +22%
RA
49
Riversedge Advisors
Delaware
$14.5M +$1.07M +19,407 +8%
BFA
50
Bragg Financial Advisors
North Carolina
$14.4M +$864K +15,718 +6%