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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$21.8M +$1.78M +35,167 +9%
HSA
102
HBK Sorce Advisory
Pennsylvania
$21.7M -$9.47M -186,731 -30%
FPCP
103
Fort Point Capital Partners
California
$21.6M +$2.18M +42,930 +11%
SL
104
Salomon & Ludwin
Virginia
$20.8M +$2.72M +53,651 +15%
HCC
105
Hirtle Callaghan & Co
Pennsylvania
$20.6M -$21.9M -431,445 Closed
HWA
106
Hilltop Wealth Advisors
North Carolina
$20M +$1.69M +33,309 +9%
OWA
107
One Wealth Advisors
California
$19.8M -$211K -4,158 -1%
FWI
108
Facet Wealth Inc
Maryland
$19.8M +$1.16M +22,803 +6%
IWC
109
Integrated Wealth Concepts
Massachusetts
$19.2M -$6.51M -128,347 -25%
CI
110
CX Institutional
Indiana
$18.9M +$2.75M +54,184 +17%
B
111
Bailard
California
$18.7M -$4.17M -82,298 -18%
GAG
112
Goodman Advisory Group
Massachusetts
$18.7M +$7.35M +144,937 +65%
G
113
GenTrust
Florida
$18M +$3.02M +59,550 +20%
BCI
114
Brinker Capital Investments
Pennsylvania
$17.8M +$747K +14,728 +4%
OPS
115
Orion Portfolio Solutions
Nebraska
$17.8M +$747K +14,728 +4%
HWA
116
Heartwood Wealth Advisors
Virginia
$17.5M +$1.09M +21,590 +7%
LWM
117
Luminvest Wealth Management
Arizona
$17.4M -$663K -13,089 -4%
LRIA
118
Leonard Rickey Investment Advisors
Washington
$17.3M -$135K -2,658 -0.8%
CFB
119
Cullen/Frost Bankers
Texas
$17M -$8.72M -172,029 -34%
UA
120
Unison Advisors
District of Columbia
$16.7M +$289K +5,696 +2%
RCA
121
Resonant Capital Advisors
Wisconsin
$16.7M +$1.79M +35,296 +12%
HCM
122
Hengehold Capital Management
Ohio
$16.3M -$221K -4,355 -1%
SWM
123
SigFig Wealth Management
California
$16M -$3.65M -72,093 -19%
QWP
124
Quotient Wealth Partners
Texas
$15.9M +$2.08M +40,987 +15%
MCWS
125
McKinley Carter Wealth Services
West Virginia
$15.9M +$2.83M +55,809 +22%