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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
SCS Capital Management
Massachusetts
$2.65M -$1.17M -22,671 -31%
APC
77
Aspire Private Capital
North Carolina
$2.61M +$832K +16,176 +48%
LPWM
78
Lake Point Wealth Management
Texas
$2.6M +$1.5M +29,086 +146%
WANY
79
Wealthspire Advisors (New York)
New York
$2.57M -$471K -9,162 -16%
AI
80
Atria Investments
North Carolina
$2.54M +$404K +7,855 +19%
NG
81
Northstar Group
New York
$2.51M +$169K +3,292 +7%
EA
82
Elm Advisors
California
$2.48M
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$2.45M -$52.8K -1,028 -2%
MFS
84
McNamara Financial Services
Massachusetts
$2.44M -$1.11M -21,541 -31%
MA
85
MCF Advisors
Kentucky
$2.43M -$5.03M -97,818 -68%
STMM
86
South Texas Money Management
Texas
$2.42M +$65.2K +1,269 +3%
BWA
87
BDO Wealth Advisors
Florida
$2.42M -$456K -8,864 -16%
RGC
88
Roberts, Glore & Co
Illinois
$2.38M +$10.3K +200 +0.4%
HCM
89
Horiko Capital Management
New York
$2.25M +$123K +2,400 +6%
CPO
90
Cerity Partners OCIO
New York
$2.23M +$5.14K +100 +0.2%
ASN
91
Advisory Services Network
Georgia
$2.22M +$36.1K +703 +2%
VFA
92
Valeo Financial Advisors
Indiana
$2.12M +$543K +10,563 +35%
ECG
93
Edge Capital Group
Georgia
$2.1M -$257 -5 -0%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$2.03M +$2M +38,970 New
VC
95
Vicus Capital
Pennsylvania
$2.01M +$52.5K +1,021 +3%
BFA
96
Bragg Financial Advisors
North Carolina
$1.99M +$217K +4,220 +12%
AB
97
AT Bancorp
Iowa
$1.85M -$218K -4,236 -11%
NGA
98
Naples Global Advisors
Florida
$1.82M +$61.7K +1,200 +4%
UCFA
99
United Capital Financial Advisors
Texas
$1.75M -$2.01M -39,096 -54%
LWS
100
Lucia Wealth Services
California
$1.68M +$154K +2,996 +10%