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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$67.9M -$3.58M -70,818 -5%
FFM
52
Forum Financial Management
Illinois
$65.8M +$944K +18,686 +1%
BFG
53
Bleakley Financial Group
New Jersey
$65.6M +$7.43M +147,129 +13%
EWA
54
EP Wealth Advisors
California
$64.8M +$20.2M +399,838 +44%
TWIM
55
TIAA Wealth Investment Management
New York
$63.7M +$64.5M +1,277,072 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$63.5M +$15.9M +315,789 +33%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$63.3M -$26.5M -525,324 -29%
BBNB
58
Baker Boyer National Bank
Washington
$58.5M +$476K +9,431 +0.8%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$57.5M +$5.76M +114,033 +11%
TWM
60
Topsail Wealth Management
North Carolina
$54.9M -$264K -5,223 -0.5%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$54.8M +$261K +5,173 +0.5%
KIM
62
Kestra Investment Management
Texas
$54.8M +$15.4M +305,687 +39%
WFA
63
West Financial Advisors
Iowa
$54.6M +$1.05M +20,806 +2%
G
64
GenTrust
Florida
$52.2M +$7.27M +143,951 +16%
MG
65
Mather Group
Illinois
$49.5M +$2.5M +49,598 +5%
BPA
66
Beacon Pointe Advisors
California
$49.4M +$7.17M +142,073 +17%
TSW
67
Thompson Siegel & Walmsley
Virginia
$48.6M +$138K +2,737 +0.3%
ACA
68
Ackerman Capital Advisors
Texas
$47.7M -$1.21M -23,921 -2%
TCBWMS
69
Texas Capital Bank Wealth Management Services
Texas
$45.6M -$746K -14,775 -2%
SB
70
Sunflower Bank
Texas
$44.7M +$1.11M +22,074 +3%
NA
71
NewEdge Advisors
Louisiana
$44.7M +$1.06M +20,909 +2%
BHWM
72
Beaird Harris Wealth Management
Texas
$44.6M -$205K -4,054 -0.5%
FG
73
Foster Group
Iowa
$44.2M -$346K -6,844 -0.8%
AF
74
Allworth Financial
California
$43.4M +$3.17M +62,725 +8%
HIG
75
Heritage Investment Group
Florida
$43.3M +$1.58M +31,243 +4%