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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
51
Crestwood Advisors Group
Massachusetts
$62.3M +$2.55M +50,422 +4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$62.1M +$2.54M +50,276 +4%
Stifel Financial
53
Stifel Financial
Missouri
$61.6M -$2.95M -58,422 -5%
ACA
54
Ackerman Capital Advisors
Texas
$61.1M +$102K +2,022 +0.2%
WPC
55
Wedmont Private Capital
Pennsylvania
$60.4M +$7.79M +154,000 +15%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$60.1M +$4.13M +81,631 +7%
WPW
57
Waldron Private Wealth
Pennsylvania
$58.9M +$688K +13,618 +1%
MML Investors Services
58
MML Investors Services
Massachusetts
$56.2M +$3.63M +71,882 +7%
TSW
59
Thompson Siegel & Walmsley
Virginia
$53.9M +$3.78M +74,859 +7%
AWE
60
Avidian Wealth Enterprises
Texas
$53M +$209K +4,131 +0.4%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$51.2M -$1.36M -26,848 -3%
WFA
62
West Financial Advisors
Iowa
$50.3M +$1.77M +35,034 +4%
Goldman Sachs
63
Goldman Sachs
New York
$49.8M +$6.26M +123,902 +14%
RFC
64
Regions Financial Corp
Alabama
$48.9M -$2.5M -49,385 -5%
MG
65
Mather Group
Illinois
$48.3M +$1.18M +23,398 +2%
IWC
66
Integrated Wealth Concepts
Massachusetts
$47.4M +$7.26M +143,622 +18%
SWP
67
Sagespring Wealth Partners
Tennessee
$43.3M +$43.7M +863,953 New
BHWM
68
Beaird Harris Wealth Management
Texas
$43.2M -$4.41M -87,236 -9%
Truist Financial
69
Truist Financial
North Carolina
$42M +$12.6M +250,167 +43%
SB
70
Sunflower Bank
Texas
$40.7M -$744K -14,714 -2%
EWA
71
EP Wealth Advisors
California
$40.4M +$1.73M +34,290 +4%
Financial Engines Advisors
72
Financial Engines Advisors
California
$40M -$571K -11,288 -1%
FG
73
Foster Group
Iowa
$39.4M -$2.01M -39,747 -5%
JWA
74
JFS Wealth Advisors
Pennsylvania
$39.3M -$667K -13,199 -2%
KIM
75
Kestra Investment Management
Texas
$38.5M +$3.15M +62,228 +9%