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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MNA
101
Manning & Napier Advisors
New York
$27.1M +$546K +10,911 +2%
NAS
102
Nicolet Advisory Services
Wisconsin
$27.1M +$976K +19,509 +4%
SL
103
Salomon & Ludwin
Virginia
$26.6M +$972K +19,426 +4%
BA
104
BIP Alliance
Georgia
$26.5M +$606K +12,116 +2%
RCA
105
Resonant Capital Advisors
Wisconsin
$25.5M +$3.37M +67,355 +15%
Lazard Asset Management
106
Lazard Asset Management
New York
$24.3M
BPA
107
Beacon Pointe Advisors
California
$23.7M -$2.39M -47,864 -9%
BOH
108
Bank of Hawaii
Hawaii
$23.6M -$1.85M -36,965 -7%
LEA
109
Legacy Edge Advisors
New York
$23.3M +$2.5M +50,040 +12%
JPG
110
Jordan Park Group
California
$23.1M +$76.9K +1,537 +0.3%
QWP
111
Quotient Wealth Partners
Texas
$22.9M +$2.84M +56,833 +14%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$22.2M -$5.58M -111,466 -20%
NYLIM
113
New York Life Investment Management
New York
$22M -$977K -19,519 -4%
APM
114
a16z Perennial Management
California
$21.6M
NA
115
NewEdge Advisors
Louisiana
$20.3M -$1.34M -26,790 -6%
HCC
116
Hirtle Callaghan & Co
Pennsylvania
$19.9M
HWA
117
Heartwood Wealth Advisors
Virginia
$19.7M +$1.38M +27,600 +7%
CFB
118
Cullen/Frost Bankers
Texas
$19.3M -$4.05M -80,921 -17%
SLWA
119
San Luis Wealth Advisors
California
$19.1M -$2.49M -49,768 -11%
LWM
120
Luminvest Wealth Management
Arizona
$18.6M -$3M -59,953 -14%
MWP
121
Moller Wealth Partners
$18.1M +$1.51M +30,172 +9%
KAS
122
Kestra Advisory Services
Texas
$17.6M +$375K +7,491 +2%
BCM
123
Brookstone Capital Management
Illinois
$17.4M +$1.88M +37,667 +12%
AA
124
Atmos Advisory
Pennsylvania
$17.4M +$1.65M +32,888 +10%
DIA
125
Davidson Investment Advisors
Montana
$17.2M +$63.1K +1,262 +0.4%