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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
151
Pacific Capital Wealth Advisors
California
$2.94M -$28.3K -519 -1%
SI
152
Stephens Inc
Arkansas
$2.94M +$388K +7,105 +15%
SFSG
153
Sound Financial Strategies Group
Mississippi
$2.92M +$1.33M +24,412 +86%
CFB
154
Cullen/Frost Bankers
Texas
$2.87M
SW
155
SteelPeak Wealth
California
$2.85M +$35.6K +652 +1%
LCM
156
Liberty Capital Management
Michigan
$2.83M +$2.8M +51,239 New
YIA
157
YHB Investment Advisors
Connecticut
$2.8M +$541K +9,905 +24%
BF
158
BOK Financial
Oklahoma
$2.8M -$55.6K -1,018 -2%
CCT
159
Country Club Trust
Missouri
$2.78M +$417K +7,636 +18%
MFS
160
McNamara Financial Services
Massachusetts
$2.76M
BAM
161
Baldrige Asset Management
Pennsylvania
$2.76M +$556K +10,184 +26%
FWM
162
Fairhaven Wealth Management
Illinois
$2.75M +$218K +4,001 +9%
BWA
163
BDO Wealth Advisors
Florida
$2.69M -$4.53K -83 -0.2%
EA
164
Elm Advisors
California
$2.69M +$17.2K +315 +0.7%
SWG
165
Summit Wealth Group
Vermont
$2.67M -$362K -6,626 -12%
Fisher Asset Management
166
Fisher Asset Management
Washington
$2.66M +$2.15M +39,395 +451%
HCM
167
Howard Capital Management
Georgia
$2.65M +$756K +13,842 +41%
AC
168
Apella Capital
Connecticut
$2.53M +$151K +2,763 +6%
Goldman Sachs
169
Goldman Sachs
New York
$2.53M
EGA
170
Eagle Global Advisors
Texas
$2.52M -$421K -7,713 -14%
HIM
171
Hanlon Investment Management
New Jersey
$2.51M -$223K -4,084 -8%
ASN
172
Advisory Services Network
Georgia
$2.51M -$408K -7,479 -14%
MFA
173
Mayflower Financial Advisors
Massachusetts
$2.5M +$2.47M +45,336 New
CFD
174
Creative Financial Designs
Indiana
$2.49M +$657K +12,040 +36%
CSM
175
CAMG Solamere Management
North Carolina
$2.48M -$693K -12,695 -22%