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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mosaic Advisors
Texas
$19.8M -$2.44M -49,160 -11%
WWM
102
Windsor Wealth Management
Indiana
$19.8M -$372K -7,509 -2%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$19.8M +$3.38M +68,288 +20%
IWC
104
Integrated Wealth Concepts
Massachusetts
$19.6M +$4.29M +86,586 +27%
HIG
105
Heritage Investment Group
Florida
$19.6M +$271K +5,479 +1%
BOH
106
Bank of Hawaii
Hawaii
$19.6M +$587K +11,841 +3%
SWM
107
SigFig Wealth Management
California
$19.5M -$2.45M -49,557 -11%
SIS
108
Strategic Investment Solutions
Illinois
$18.8M +$18.4M +371,758 +5,262%
TA
109
Trellis Advisors
Washington
$18.5M +$727K +14,675 +4%
FSC
110
Full Sail Capital
Oklahoma
$18.4M +$1.05M +21,212 +6%
G
111
GenTrust
Florida
$18M +$3.81M +76,911 +26%
AF
112
Allworth Financial
California
$18M +$2.46M +49,642 +15%
FWI
113
Facet Wealth Inc
Maryland
$17.9M +$18.2M +366,509 +3,380%
HCM
114
Hengehold Capital Management
Ohio
$17.7M -$281K -5,682 -2%
SP
115
Stairway Partners
Illinois
$17.3M +$63.9K +1,290 +0.4%
SL
116
Salomon & Ludwin
Virginia
$17.1M +$7.05M +142,327 +66%
NA
117
NewEdge Advisors
Louisiana
$17M +$768K +15,496 +5%
LRIA
118
Leonard Rickey Investment Advisors
Washington
$16.8M -$1.74M -35,030 -9%
RCA
119
Resonant Capital Advisors
Wisconsin
$16.7M +$66.1K +1,335 +0.4%
BCI
120
Brinker Capital Investments
Pennsylvania
$16.1M +$338K +6,821 +2%
OPS
121
Orion Portfolio Solutions
Nebraska
$16.1M +$338K +6,821 +2%
HWA
122
Heartwood Wealth Advisors
Virginia
$15.7M +$415K +8,370 +3%
UA
123
Unison Advisors
District of Columbia
$15.6M +$7.08K +143 +0%
BSSFA
124
Baron Silver Stevens Financial Advisors
Florida
$15.2M -$2.4M -48,532 -13%
AA
125
Atmos Advisory
Pennsylvania
$14.9M +$207K +4,179 +1%