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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Simplicity Solutions
Minnesota
$23.9M -$18.7M -351,938 -43%
Truist Financial
52
Truist Financial
North Carolina
$23.5M +$557K +10,468 +2%
HighTower Advisors
53
HighTower Advisors
Illinois
$22.8M +$620K +11,656 +3%
FTUS
54
Flow Traders U.S.
New York
$22.4M -$791K -14,871 -3%
M&T Bank
55
M&T Bank
New York
$20.7M -$233K -4,379 -1%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$20.2M +$4.68M +87,858 +29%
BFA
57
Bragg Financial Advisors
North Carolina
$19.4M +$3.51M +65,914 +21%
AA
58
Atmos Advisory
Pennsylvania
$18.7M +$2.22M +41,749 +13%
BOH
59
Bank of Hawaii
Hawaii
$18.4M +$19M +356,894 New
QWM
60
Quaker Wealth Management
New Jersey
$17.8M +$1.77M +33,329 +11%
EC
61
Estate Counselors
Wisconsin
$17.7M -$84.9K -1,595 -0.5%
WTA
62
Washington Trust Advisors
Massachusetts
$16.6M -$701K -13,175 -4%
HCC
63
Hirtle Callaghan & Co
Pennsylvania
$16.5M
CAG
64
Crestwood Advisors Group
Massachusetts
$15.7M +$15M +282,636 +1,242%
OPS
65
Orion Portfolio Solutions
Nebraska
$15.6M +$811K +15,233 +5%
CIA
66
Compass Ion Advisors
Pennsylvania
$15.1M +$1.09M +20,563 +8%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$15.1M -$2.43M -45,750 -14%
RA
68
Riversedge Advisors
Delaware
$15M -$1.62M -30,405 -9%
FPCP
69
Fort Point Capital Partners
California
$14.9M -$8.45M -158,687 -35%
FM
70
Foster & Motley
Ohio
$14.7M +$1.15M +21,526 +8%
MML Investors Services
71
MML Investors Services
Massachusetts
$14.3M +$1.89M +35,550 +15%
MG
72
Mather Group
Illinois
$14.3M -$4.78M -89,871 -24%
ST
73
Smithfield Trust
Pennsylvania
$14.3M -$8.79M -165,065 -37%
ERIM
74
Eagle Ridge Investment Management
Connecticut
$14.2M +$793K +14,894 +6%
PCA
75
Personal Capital Advisors
California
$14M +$175K +3,279 +1%