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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$43.2M +$5.29M +104,839 +14%
OCM
77
One Capital Management
California
$42.2M +$1.83M +36,204 +4%
Financial Engines Advisors
78
Financial Engines Advisors
California
$42M -$92.3K -1,827 -0.2%
MML Investors Services
79
MML Investors Services
Massachusetts
$41.1M -$7.73M -153,028 -16%
JWA
80
JFS Wealth Advisors
Pennsylvania
$40.5M +$1.11M +22,041 +3%
NB
81
Nicolet Bankshares
Wisconsin
$40M +$40.5M +801,648 New
M&T Bank
82
M&T Bank
New York
$39.7M +$157K +3,117 +0.4%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$38.8M -$10.8M -213,711 -22%
GSIS
84
Global Strategic Investment Solutions
Arizona
$38.5M +$3.98M +78,827 +11%
FPCP
85
Fort Point Capital Partners
California
$37.5M -$14.4M -284,414 -27%
ECM
86
Evergreen Capital Management
Washington
$37.2M -$4.85K -96 -0%
ONB
87
Old National Bancorp
Indiana
$36.6M +$6.97M +138,133 +23%
LHP
88
Lexington Hill Partners
Texas
$36M +$16.4M +325,271 +82%
MPM
89
MBB Public Markets
Illinois
$35.8M +$8.09M +160,200 +29%
CAG
90
Crestwood Advisors Group
Massachusetts
$35.7M -$6.33M -125,266 -15%
WPW
91
Waldron Private Wealth
Pennsylvania
$35.3M -$837K -16,575 -2%
AWE
92
Avidian Wealth Enterprises
Texas
$35.2M +$17.2M +341,469 +94%
BFC
93
Bedel Financial Consulting
Indiana
$35.1M +$600K +11,880 +2%
JPG
94
Jordan Park Group
California
$35.1M +$6.08M +120,323 +21%
RCA
95
Resonant Capital Advisors
Wisconsin
$35M +$104K +2,056 +0.3%
GG
96
Gleason Group
Kentucky
$34.7M +$3.33M +65,977 +10%
WANY
97
Wealthspire Advisors (New York)
New York
$33.7M -$592K -11,723 -2%
AIM
98
Allen Investment Management
New York
$33.6M
WA
99
Waverly Advisors
Alabama
$32.6M +$2.61M +51,593 +9%
BFA
100
Bragg Financial Advisors
North Carolina
$32.6M +$1.85M +36,641 +6%