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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
76
Moller Wealth Partners
$19.1M +$1.66M +33,166 +9%
TA
77
Trellis Advisors
Washington
$18.9M +$3.01M +60,157 +18%
BOH
78
Bank of Hawaii
Hawaii
$18.6M +$18.6M +371,313 New
CI
79
CX Institutional
Indiana
$18.3M +$18.4M +368,961 +3,318%
M&T Bank
80
M&T Bank
New York
$18.2M +$1.37M +27,321 +8%
AA
81
Atmos Advisory
Pennsylvania
$17.9M +$228K +4,563 +1%
WPC
82
Wedmont Private Capital
Pennsylvania
$17.8M +$4.61M +92,206 +33%
BFA
83
Bragg Financial Advisors
North Carolina
$17.7M -$516K -10,313 -3%
MML Investors Services
84
MML Investors Services
Massachusetts
$17.4M -$7.58M -151,726 -30%
CAG
85
Crestwood Advisors Group
Massachusetts
$16.4M -$3.13M -62,671 -16%
MWM
86
Modera Wealth Management
New Jersey
$15.7M -$583K -11,661 -3%
ACP
87
Aveo Capital Partners
Colorado
$15.4M -$1.68M -33,592 -10%
SS
88
Simplicity Solutions
Minnesota
$15.3M +$5.5M +110,054 +53%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$15.3M -$160K -3,201 -1%
RWM
90
Rockwood Wealth Management
Pennsylvania
$14M +$14.1M +282,092 +3,653%
QWM
91
Quaker Wealth Management
New Jersey
$13.8M +$13.9M +278,968 +3,217%
RGC
92
Roberts, Glore & Co
Illinois
$13.6M +$2.76M +55,217 +24%
HWA
93
Heartwood Wealth Advisors
Virginia
$13.6M +$754K +15,077 +6%
WTA
94
Washington Trust Advisors
Massachusetts
$13.5M -$863K -17,257 -6%
MA
95
MUFG Americas
New York
$13M -$1.05M -20,973 -7%
FPCP
96
Fort Point Capital Partners
California
$12.3M -$1.01M -20,275 -7%
CPA
97
Cardiff Park Advisors
California
$11.9M +$2.67M +53,459 +28%
SPP
98
Single Point Partners
Massachusetts
$11.8M +$3.06M +61,144 +33%
BFA
99
Beaumont Financial Advisors
Massachusetts
$11.7M +$622K +12,440 +5%
V
100
Veritable
Delaware
$11.7M +$1.94M +38,853 +19%