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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
$65M +$3.35M +67,055 +5%
TWM
52
Topsail Wealth Management
North Carolina
$63.5M -$523K -10,463 -0.8%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$62.4M +$2.96M +59,188 +5%
Stifel Financial
54
Stifel Financial
Missouri
$61.6M +$602K +12,032 +1%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$61.1M -$376K -7,519 -0.6%
ACA
56
Ackerman Capital Advisors
Texas
$58M -$2.48M -49,484 -4%
BBNB
57
Baker Boyer National Bank
Washington
$57.6M -$5.07M -101,413 -8%
TSW
58
Thompson Siegel & Walmsley
Virginia
$56.5M +$3.24M +64,786 +6%
IWC
59
Integrated Wealth Concepts
Massachusetts
$54.9M +$8.06M +161,048 +17%
AWE
60
Avidian Wealth Enterprises
Texas
$54.5M +$2.08M +41,665 +4%
WFA
61
West Financial Advisors
Iowa
$53.9M +$4.18M +83,560 +8%
RFC
62
Regions Financial Corp
Alabama
$51.1M +$2.72M +54,341 +6%
MML Investors Services
63
MML Investors Services
Massachusetts
$50.1M -$5.58M -111,513 -10%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$48.8M +$30M +599,525 +156%
Goldman Sachs
65
Goldman Sachs
New York
$48.5M -$805K -16,082 -2%
MG
66
Mather Group
Illinois
$48.4M +$618K +12,356 +1%
WPW
67
Waldron Private Wealth
Pennsylvania
$48.3M -$10.1M -201,676 -17%
GC
68
Garde Capital
Washington
$47.2M +$47.6M +950,489 New
G
69
GenTrust
Florida
$45.5M +$10.2M +203,855 +29%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$45.1M +$33.9M +678,009 +293%
BHWM
71
Beaird Harris Wealth Management
Texas
$43.5M +$690K +13,800 +2%
Financial Engines Advisors
72
Financial Engines Advisors
California
$41.2M +$1.61M +32,252 +4%
SB
73
Sunflower Bank
Texas
$40.3M +$51.3K +1,026 +0.1%
JWA
74
JFS Wealth Advisors
Pennsylvania
$39.6M +$714K +14,280 +2%
KIM
75
Kestra Investment Management
Texas
$39.1M +$1.08M +21,548 +3%