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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Topsail Wealth Management
North Carolina
$62.2M -$530K -10,853 -0.8%
LFS
52
Lutz Financial Services
Nebraska
$61.7M -$10.4M -213,816 -15%
BBNB
53
Baker Boyer National Bank
Washington
$61.4M +$4.44M +90,882 +8%
IWC
54
Integrated Wealth Concepts
Massachusetts
$59M +$4.69M +95,934 +9%
BFG
55
Bleakley Financial Group
New Jersey
$56.8M -$15.1M -308,293 -21%
WFA
56
West Financial Advisors
Iowa
$55.8M +$2.52M +51,680 +5%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$55.1M +$10.5M +215,489 +24%
G
58
GenTrust
Florida
$52.7M +$7.78M +159,359 +17%
AWE
59
Avidian Wealth Enterprises
Texas
$52.3M -$1.57M -32,163 -3%
Renaissance Technologies
60
Renaissance Technologies
New York
$51.5M +$37.9M +775,900 +282%
RFC
61
Regions Financial Corp
Alabama
$50.9M +$349K +7,135 +0.7%
ACA
62
Ackerman Capital Advisors
Texas
$50.1M -$7.23M -148,086 -13%
TSW
63
Thompson Siegel & Walmsley
Virginia
$49.8M -$6M -122,908 -11%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$47.6M -$12.7M -259,842 -21%
Goldman Sachs
65
Goldman Sachs
New York
$47.6M -$309K -6,335 -0.6%
FG
66
Foster Group
Iowa
$44.7M +$6.67M +136,473 +18%
KIM
67
Kestra Investment Management
Texas
$44.4M +$5.71M +116,839 +15%
GC
68
Garde Capital
Washington
$43.7M -$2.89M -59,085 -6%
CAG
69
Crestwood Advisors Group
Massachusetts
$43M -$21.2M -433,393 -33%
BHWM
70
Beaird Harris Wealth Management
Texas
$42.5M -$414K -8,473 -1%
MG
71
Mather Group
Illinois
$42.4M -$5.36M -109,680 -11%
WPW
72
Waldron Private Wealth
Pennsylvania
$42.1M -$5.56M -113,778 -12%
SB
73
Sunflower Bank
Texas
$41.9M +$2.08M +42,572 +5%
OCM
74
One Capital Management
California
$41.8M +$11.1M +228,087 +37%
MML Investors Services
75
MML Investors Services
Massachusetts
$41.4M -$8.08M -165,466 -16%