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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
101
Waldron Private Wealth
Pennsylvania
$35.3M -$493K -9,804 -1%
MFG
102
Merit Financial Group
Georgia
$35.1M +$7.01M +139,527 +25%
CAG
103
Crestwood Advisors Group
Massachusetts
$35.1M -$1.05M -20,902 -3%
MNA
104
Manning & Napier Advisors
New York
$34.5M +$2.02M +40,131 +6%
GG
105
Gleason Group
Kentucky
$34.5M -$678K -13,495 -2%
AIM
106
Allen Investment Management
New York
$34.1M +$10.3K +205 +0%
WANY
107
Wealthspire Advisors (New York)
New York
$33.5M -$707K -14,076 -2%
ASW
108
Astoria Strategic Wealth
Texas
$33.1M +$468K +9,308 +1%
JPG
109
Jordan Park Group
California
$32.8M -$2.8M -55,644 -8%
SCP
110
Stamos Capital Partners
California
$32.7M +$14.6M +289,700 +81%
BCM
111
Brookstone Capital Management
Illinois
$32M +$3.59M +71,466 +13%
MWM
112
Modera Wealth Management
New Jersey
$30.9M -$791K -15,738 -3%
RCA
113
Resonant Capital Advisors
Wisconsin
$30.1M -$5.33M -106,050 -15%
SL
114
Salomon & Ludwin
Virginia
$29.3M +$717K +14,271 +3%
UBS AM
115
UBS AM
Illinois
$28.5M -$1.87M -37,116 -6%
PHWA
116
Petersen Hastings Wealth Advisors
Washington
$28.1M +$1.32M +26,357 +5%
LWM
117
Luminvest Wealth Management
Arizona
$27.7M +$553K +11,007 +2%
QWP
118
Quotient Wealth Partners
Texas
$27.5M +$2.87M +57,131 +12%
OWA
119
One Wealth Advisors
California
$27.5M +$2.57M +51,241 +10%
RCM
120
Rivernorth Capital Management
Florida
$27.4M +$27.2M +541,385 New
WA
121
Waverly Advisors
Alabama
$27.1M -$5.87M -116,905 -18%
TIAA Trust, National Association
122
TIAA Trust, National Association
North Carolina
$26.7M -$181K -3,602 -0.7%
FCBT
123
First Citizens Bank & Trust
North Carolina
$26.6M -$4.21M -83,798 -14%
State Farm Mutual Automobile Insurance
124
State Farm Mutual Automobile Insurance
Illinois
$26.3M +$7.74M +153,950 +42%
RW
125
Regimen Wealth
Georgia
$26.3M +$723K +14,388 +3%