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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
126
Empower Advisory Group
Colorado
$14.7M +$84.5K +1,706 +0.6%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$14.2M -$4.91M -99,034 -25%
RGC
128
Roberts, Glore & Co
Illinois
$14.2M -$35.4K -715 -0.2%
FHA
129
First Horizon Advisors
Tennessee
$14.1M -$191K -3,850 -1%
EC
130
Estate Counselors
Wisconsin
$13.9M -$341K -6,890 -2%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$13.5M +$1.89M +38,163 +16%
PWM
132
Perigon Wealth Management
California
$13.5M -$63.1K -1,273 -0.5%
TCB
133
Texas Capital Bancshares
Texas
$13.4M +$3.5M +70,735 +34%
BF
134
Brooklyn FI
New York
$13.3M +$2.29M +46,193 +20%
B
135
Bridgeworth
Alabama
$12.8M +$8.13M +164,033 +161%
FVWA
136
Foster Victor Wealth Advisors
South Carolina
$12.3M +$296K +5,979 +2%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$12.2M +$12.6M +253,716 New
PO
138
Private Ocean
California
$12.1M -$3.68M -74,320 -23%
BCM
139
Brookstone Capital Management
Illinois
$12M +$400K +8,083 +3%
SFA
140
Source Financial Advisors
New York
$12M +$1.88M +37,919 +18%
AWS
141
Atria Wealth Solutions
New York
$11.9M -$307K -6,201 -2%
CPA
142
Cardiff Park Advisors
California
$11.9M -$921K -18,601 -7%
VFP
143
Verus Financial Partners
Virginia
$11.8M +$1.15M +23,283 +10%
MWP
144
Moller Wealth Partners
$11.8M -$66.5K -1,342 -0.5%
PPP
145
Private Portfolio Partners
New Jersey
$11.8M +$628K +12,679 +5%
ERIM
146
Eagle Ridge Investment Management
Connecticut
$11.7M +$595K +12,016 +5%
PIFP
147
Partners in Financial Planning
Virginia
$11.5M +$703K +14,201 +6%
MLA
148
MB, Levis & Associates
Pennsylvania
$11.1M -$283K -5,720 -2%
FMWA
149
Forvis Mazars Wealth Advisors
Missouri
$11.1M +$554K +11,180 +5%
SOAG
150
Silver Oak Advisory Group
Oregon
$10.9M +$1.32M +26,560 +13%