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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
Merit Financial Group
Georgia
$11.5M -$14.4M -288,119 -55%
HighTower Advisors
102
HighTower Advisors
Illinois
$11.3M +$146K +2,930 +1%
PCA
103
Personal Capital Advisors
California
$11.2M -$924K -18,482 -7%
NOI
104
Newton One Investments
Delaware
$11.2M -$125K -2,500 -1%
AWS
105
Atria Wealth Solutions
New York
$11M +$142K +2,837 +1%
RA
106
Riversedge Advisors
Delaware
$10.7M -$2.2M -43,970 -17%
PP
107
PDS Planning
Ohio
$10.5M +$654K +13,080 +6%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$10.4M +$5.57M +111,350 +107%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$1.48M +29,674 +16%
ERIM
110
Eagle Ridge Investment Management
Connecticut
$10.2M -$3.67M -73,432 -26%
FMWA
111
Forvis Mazars Wealth Advisors
Missouri
$10.2M -$1.7M -34,031 -14%
PAG
112
Private Advisor Group
New Jersey
$10.1M -$73.6M -1,472,297 -88%
FM
113
Foster & Motley
Ohio
$9.79M -$1.56M -31,247 -13%
PWM
114
Perigon Wealth Management
California
$9.78M -$304K -6,081 -3%
IA
115
IFP Advisors
Florida
$9.74M +$139K +2,789 +1%
FC
116
Fiduciary Counselling
Minnesota
$9.68M +$10M +201,003 New
SOAG
117
Silver Oak Advisory Group
Oregon
$9.65M +$314K +6,276 +3%
RMC
118
Regis Management Company
California
$9.59M +$410K +8,200 +4%
FWM
119
FFT Wealth Management
Pennsylvania
$9.58M +$413K +8,266 +4%
FNBSF
120
First National Bank Sioux Falls
South Dakota
$9.58M +$9.95M +199,060 New
RCA
121
Resonant Capital Advisors
Wisconsin
$8.95M +$6.29M +125,842 +210%
SQA
122
Simon Quick Advisors
New Jersey
$8.87M -$155K -3,106 -2%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$8.84M +$238K +4,756 +3%
JFA
124
JNBA Financial Advisors
Minnesota
$8.64M +$3.08M +61,712 +52%
BFA
125
Brown Financial Advisory
Alabama
$8.62M +$8.42M +168,428 +1,593%