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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$3.17M +$3.17M +58,149 New
CA
127
Cetera Advisors
Colorado
$3.16M +$173K +3,165 +6%
CSM
128
CAMG Solamere Management
North Carolina
$3.14M -$313K -5,735 -9%
MWM
129
McNaughton Wealth Management
California
$3.12M +$153K +2,807 +5%
CAN
130
Cetera Advisor Networks
California
$3.05M -$353K -6,469 -10%
SWG
131
Summit Wealth Group
Vermont
$2.99M +$246K +4,499 +9%
PCWA
132
Pacific Capital Wealth Advisors
California
$2.93M +$72.5K +1,328 +3%
AF
133
Allworth Financial
California
$2.92M -$12.2K -223 -0.4%
EGA
134
Eagle Global Advisors
Texas
$2.9M +$390K +7,140 +15%
ASN
135
Advisory Services Network
Georgia
$2.88M -$158K -2,895 -5%
BCA
136
Bray Capital Advisors
Florida
$2.85M +$916K +16,785 +47%
CFB
137
Cullen/Frost Bankers
Texas
$2.83M +$30.3K +555 +1%
BF
138
BOK Financial
Oklahoma
$2.81M +$257K +4,700 +10%
RJT
139
Raymond James Trust
Florida
$2.8M -$32.5K -595 -1%
GDP
140
Great Diamond Partners
Maine
$2.79M -$87.9K -1,611 -3%
SW
141
SteelPeak Wealth
California
$2.78M +$408K +7,468 +17%
MFS
142
McNamara Financial Services
Massachusetts
$2.76M +$16.2K +297 +0.6%
OMC
143
Old Mission Capital
Illinois
$2.73M +$2.73M +50,107 New
HIM
144
Hanlon Investment Management
New Jersey
$2.7M +$2.7M +49,547 New
BWA
145
BDO Wealth Advisors
Florida
$2.66M -$32.1K -589 -1%
EA
146
Elm Advisors
California
$2.64M
CPO
147
Cerity Partners OCIO
New York
$2.63M +$115K +2,116 +5%
PI
148
PFS Investments
Georgia
$2.61M +$906K +16,597 +53%
SI
149
Stephens Inc
Arkansas
$2.51M -$1.29M -23,600 -34%
Goldman Sachs
150
Goldman Sachs
New York
$2.5M -$250K -4,585 -9%