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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$2.98M +$34K +635 +1%
EGA
102
Eagle Global Advisors
Texas
$2.9M +$461K +8,609 +19%
NG
103
Northstar Group
New York
$2.85M +$145K +2,717 +5%
MWM
104
McNaughton Wealth Management
California
$2.75M +$2.75M +51,467 New
LNC
105
Lincoln National Corp
Pennsylvania
$2.69M +$116K +2,172 +5%
CAM
106
Caprin Asset Management
Virginia
$2.63M +$66.6K +1,245 +3%
EA
107
Elm Advisors
California
$2.59M +$14.2K +265 +0.6%
A
108
AdvicePeriod
California
$2.57M +$551K +10,295 +27%
MFS
109
McNamara Financial Services
Massachusetts
$2.53M +$4.6K +86 +0.2%
CPO
110
Cerity Partners OCIO
New York
$2.39M +$64.5K +1,206 +3%
ASN
111
Advisory Services Network
Georgia
$2.38M +$99.2K +1,854 +4%
HCM
112
Horiko Capital Management
New York
$2.37M +$58.9K +1,100 +3%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$2.33M +$13.8K +257 +0.6%
CTB
114
Country Trust Bank
Illinois
$2.29M +$287K +5,372 +14%
LA
115
LVW Advisors
New York
$2.17M -$114K -2,123 -5%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$2.15M +$389K +7,260 +22%
LWPC
117
Legacy Wealth Partners (California)
California
$2.15M +$2.12M +39,557 New
CPA
118
Clear Perspective Advisors
Illinois
$2.13M -$1.58M -29,450 -42%
AF
119
Allworth Financial
California
$2.13M
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$2.13M +$2.13M +39,751 New
MA
121
MCF Advisors
Kentucky
$2.09M -$79.6K -1,487 -4%
SWG
122
Summit Wealth Group
Vermont
$2.08M +$2.08M +38,922 New
ECG
123
Edge Capital Group
Georgia
$2.06M
CONA
124
Capital One National Association
New York
$2.05M +$2.05M +38,330 New
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$2.01M -$69.8K -1,305 -3%