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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
76
Eagle Ridge Investment Management
Connecticut
$14.3M +$1.54M +28,100 +12%
MCA
77
Maryland Capital Advisors
Maryland
$14.3M +$14.2M +259,838 New
WIC
78
Whitegate Investment Counselors
New Hampshire
$14.2M +$475K +8,660 +3%
KIM
79
Karpus Investment Management
New York
$13.8M +$3.35M +61,050 +32%
BF
80
Brooklyn FI
New York
$13.4M +$13.3M +243,365 New
MML Investors Services
81
MML Investors Services
Massachusetts
$13.3M +$3.83M +69,979 +41%
HWA
82
Heartwood Wealth Advisors
Virginia
$12.7M +$216K +3,936 +2%
RCA
83
Resonant Capital Advisors
Wisconsin
$12M +$3.04M +55,549 +34%
HI
84
Human Investing
Oregon
$12M +$803K +14,649 +7%
MWP
85
Moller Wealth Partners
$12M -$311K -5,675 -3%
SPIA
86
Steward Partners Investment Advisory
New York
$11.5M +$401K +7,317 +4%
GCM
87
G2 Capital Management
Ohio
$10.9M +$10.8M +197,753 New
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$10.6M +$782K +14,279 +8%
RMC
89
Regis Management Company
California
$10.5M
SOAG
90
Silver Oak Advisory Group
Oregon
$10.1M +$10.1M +184,613 New
SAM
91
SP Asset Management
California
$9.66M +$297K +5,427 +3%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$9.66M +$306K +5,593 +3%
JWM
93
Janiczek Wealth Management
Colorado
$9.28M +$553K +10,096 +6%
MWA
94
Motive Wealth Advisors
Michigan
$8.95M +$8.93M +163,047 New
WANY
95
Wealthspire Advisors (New York)
New York
$8.94M +$41.3K +754 +0.5%
LCM
96
Liberty Capital Management
Michigan
$8.66M +$4M +72,935 +86%
MWM
97
Modera Wealth Management
New Jersey
$8.6M +$855K +15,611 +11%
HWAM
98
Hennion & Walsh Asset Management
New Jersey
$8.58M +$1.55M +28,369 +22%
SQA
99
Simon Quick Advisors
New Jersey
$8.51M -$34.4K -627 -0.4%
MA
100
MUFG Americas
New York
$8.23M -$1.32M -24,106 -14%