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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Passive Capital Management
Maryland
$25.4M +$143K +2,850 +0.6%
JWA
77
JFS Wealth Advisors
Pennsylvania
$25.2M +$659K +13,120 +3%
Truist Financial
78
Truist Financial
North Carolina
$24.5M +$533K +10,610 +2%
MG
79
Mather Group
Illinois
$23.3M +$1.86M +37,024 +9%
Goldman Sachs
80
Goldman Sachs
New York
$23.1M -$379K -7,549 -2%
PO
81
Private Ocean
California
$23M -$1.19M -23,695 -5%
MNG
82
Manning & Napier Group
New York
$22.8M
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$22.8M +$867K +17,269 +4%
RWM
84
Rockwood Wealth Management
Pennsylvania
$22.4M +$4.22M +84,164 +23%
QWM
85
Quaker Wealth Management
New Jersey
$22.4M +$7.77M +154,754 +54%
HCC
86
Hirtle Callaghan & Co
Pennsylvania
$22M -$78.6M -1,566,033 -78%
FPCP
87
Fort Point Capital Partners
California
$21.9M +$4.04M +80,471 +23%
FSC
88
Full Sail Capital
Oklahoma
$21.8M -$969K -19,313 -4%
CAN
89
Cetera Advisor Networks
California
$21.8M +$4.1M +81,706 +24%
RFA
90
RTD Financial Advisors
Pennsylvania
$21.7M -$247K -4,924 -1%
MML Investors Services
91
MML Investors Services
Massachusetts
$21.5M -$13.4M -266,253 -39%
OIA
92
OneDigital Investment Advisors
Kansas
$21.2M +$19.2K +383 +0.1%
SWM
93
SigFig Wealth Management
California
$20.8M +$14.8M +294,060 +252%
WWM
94
Windsor Wealth Management
Indiana
$20.7M +$12.7K +252 +0.1%
HIG
95
Heritage Investment Group
Florida
$20.6M -$178K -3,549 -0.9%
HSA
96
HBK Sorce Advisory
Pennsylvania
$20.2M -$22.2M -441,737 -53%
NAS
97
Nicolet Advisory Services
Wisconsin
$20.1M +$4.02M +80,129 +25%
LRIA
98
Leonard Rickey Investment Advisors
Washington
$19.8M -$1.03M -20,508 -5%
Jane Street
99
Jane Street
New York
$19.7M +$19.5M +388,074 New
BFA
100
Bragg Financial Advisors
North Carolina
$19.1M +$572K +11,400 +3%