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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$27.3M
BPA
77
Beacon Pointe Advisors
California
$27.3M +$16.8M +339,551 +149%
RWM
78
Rockwood Wealth Management
Pennsylvania
$27.3M +$2.49M +50,267 +10%
JWA
79
JFS Wealth Advisors
Pennsylvania
$26.8M +$788K +15,906 +3%
WANY
80
Wealthspire Advisors (New York)
New York
$26.5M +$494K +9,969 +2%
MNG
81
Manning & Napier Group
New York
$26.2M
M&T Bank
82
M&T Bank
New York
$25.8M +$868K +17,525 +3%
Truist Financial
83
Truist Financial
North Carolina
$25.1M -$575K -11,607 -2%
MG
84
Mather Group
Illinois
$24.3M +$3M +60,558 +14%
WPC
85
Wedmont Private Capital
Pennsylvania
$24.2M +$3.98M +80,326 +19%
PCM
86
Passive Capital Management
Maryland
$24.2M -$84.8K -1,712 -0.3%
EWA
87
EP Wealth Advisors
California
$23.7M +$23.3M +470,010 +2,085%
NAS
88
Nicolet Advisory Services
Wisconsin
$23.6M +$1.65M +33,266 +7%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$23.3M +$19.3M +389,407 +406%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$23.2M +$412K +8,320 +2%
Goldman Sachs
91
Goldman Sachs
New York
$23.1M +$4.21M +84,943 +21%
FPCP
92
Fort Point Capital Partners
California
$22.3M -$3.8M -76,642 -14%
Citigroup
93
Citigroup
New York
$21.5M +$19.8M +400,408 +855%
BFA
94
Bragg Financial Advisors
North Carolina
$20.9M +$1.32M +26,679 +7%
RFA
95
RTD Financial Advisors
Pennsylvania
$20.8M +$233K +4,703 +1%
CAN
96
Cetera Advisor Networks
California
$20.4M +$492K +9,931 +2%
HSA
97
HBK Sorce Advisory
Pennsylvania
$20.4M +$750K +15,149 +4%
HCC
98
Hirtle Callaghan & Co
Pennsylvania
$20.4M -$581K -11,732 -3%
QWM
99
Quaker Wealth Management
New Jersey
$20.2M -$1.06M -21,346 -5%
GSIS
100
Global Strategic Investment Solutions
Arizona
$20M +$20.6M +415,136 New