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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Merriman Wealth Management
Washington
$38.8M +$471K +9,390 +1%
HP
52
HT Partners
Connecticut
$38.5M +$38.7M +771,341 New
PFPT
53
Pinnacle Financial Partners (Tennessee)
Tennessee
$35.2M -$92.4K -1,844 -0.3%
PCM
54
Passive Capital Management
Maryland
$34M +$203K +4,040 +0.6%
Stifel Financial
55
Stifel Financial
Missouri
$33.2M +$3.05M +60,911 +10%
AWM
56
Altium Wealth Management
New York
$32.4M +$313K +6,254 +1%
FSC
57
Full Sail Capital
Oklahoma
$31.9M +$23.3M +465,076 +267%
WANY
58
Wealthspire Advisors (New York)
New York
$31M +$22.4M +446,762 +255%
Financial Engines Advisors
59
Financial Engines Advisors
California
$30.9M +$31M +618,276 New
FTUS
60
Flow Traders U.S.
New York
$29.9M +$8.27M +164,930 +38%
PO
61
Private Ocean
California
$29.7M -$4.62M -92,182 -13%
AWA
62
Arete Wealth Advisors
Illinois
$28.8M -$1.81M -36,058 -30%
BFC
63
Bedel Financial Consulting
Indiana
$28.6M +$28.7M +572,880 New
SBL
64
Sargent Bickham Lagudis
Colorado
$27.5M +$2.43M +48,466 +10%
LRIA
65
Leonard Rickey Investment Advisors
Washington
$26.4M -$3.1M -61,867 -10%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$26.4M +$13.1M +261,075 +98%
MFG
67
Merit Financial Group
Georgia
$26.3M +$13.3M +265,956 +102%
MML Investors Services
68
MML Investors Services
Massachusetts
$25.6M +$11.8M +235,983 +85%
KIM
69
Karpus Investment Management
New York
$25.5M +$12.1M +241,215 +89%
OMC
70
Old Mission Capital
Illinois
$25.4M -$36.1M -720,755 -59%
Truist Financial
71
Truist Financial
North Carolina
$25.2M +$2.45M +48,874 +11%
JWA
72
JFS Wealth Advisors
Pennsylvania
$23.2M +$15.9M +316,243 +213%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$22.4M +$2.82M +56,314 +14%
RFA
74
RTD Financial Advisors
Pennsylvania
$21.8M +$21.8M +435,725 New
WWM
75
Windsor Wealth Management
Indiana
$20.6M +$19.2M +382,593 +1,366%