VANGUARD TAX-MANAGED FDS

01

NerdWallet Wealth Partners, LLC

14.28% NEW

α +11.3pts

02

Echo45 Advisors LLC

12.69% held

α +17.2pts

03

Linscomb Wealth, Inc.

11.11% NEW

α +32.6pts

04

Avant Financial Advisors LLC

8.35% NEW

α +10.5pts

05

Level Financial Advisors

7.41% held

α +30.9pts

06

Interactive Financial Advisors, Inc.

7.12% NEW

α +15.2pts

07

Truepoint, Inc.

4.94% held

α +21.4pts

08

Resolute Advisors LLC

3.85% ↑ +0.9pp

α +53.0pts

09

Seldon Capital LP

3.51% held

α +20.5pts

10

Pacific Financial Group Inc.

3.24% held

α +14.3pts

11

Plum Street Advisors, LLC

3.19% held

α +18.0pts

12

Narus Financial Partners, LLC

2.00% held

α +11.1pts

13

Certior Financial Group, LLC

1.56% NEW

α +11.1pts

14

Wincap Financial LLC

1.51% NEW

α +14.0pts

15

Walkner Condon Financial Advisors LLC

1.23% NEW

α +23.7pts

16

Pittenger & Anderson Inc.

1.16% NEW

α +21.3pts

17

Choate Investment Advisors

0.78% NEW

α +13.8pts

18

Delta Financial Advisors LLC

0.78% NEW

α +18.1pts

19

Motley Fool Wealth Management, LLC

0.72% NEW

α +15.3pts

20

Endeavor Private Wealth, Inc.

0.70% held

α +13.5pts

21

Courier Capital LLC

0.52% NEW

α +14.9pts

22

Principal Securities, Inc.

0.47% held

α +21.3pts

23

RFG Advisory, LLC

0.44% NEW

α +16.2pts

24

Condor Capital Management

0.43% NEW

α +23.6pts

25

Bradley Foster & Sargent INC

0.34% NEW

α +11.1pts

26

Svb Wealth LLC

0.29% held

α +29.6pts

27

Sulzberger Capital Advisors, Inc.

0.24% NEW

α +15.0pts

28

Retirement Investment Advisors, Inc.

0.21% held

α +16.2pts

29

Quantum Financial Planning Services, Inc.

0.17% held

α +28.9pts

30

Venture Visionary Partners LLC

0.12% NEW

α +10.3pts

31

Fulton Bank, N.a.

0.10% NEW

α +23.8pts

32

Impact Partnership Wealth, LLC

0.08% held

α +10.3pts

33

Shufro Rose & Co. LLC

0.07% held

α +32.3pts

34

Focused Wealth Management, Inc

0.06% held

α +19.2pts

35

Fiduciary Alliance LLC

0.06% held

α +16.8pts

36

LM Advisors LLC

0.05% held

α +15.5pts

37

Citigroup Inc.

0.05% held

α +26.3pts

38

Johnson Financial Group, Inc.

0.05% held

α +14.7pts

39

Collier Financial

0.05% held

α +14.2pts

40

Nisa Investment Advisors, LLC

0.05% held

α +16.6pts

41

Wellington Management Group LLP

0.02% held

α +10.5pts

42

GM Advisory Group, LLC

0.02% held

α +16.5pts

43

Costello Asset Management, INC

0.02% held

α +14.3pts

44

Greenwich Wealth Management LLC

0.02% held

α +12.7pts

45

ProVise Management Group, LLC

0.02% held

α +11.2pts

46

Premier Financial Group

0.01% held

α +25.3pts

47

Corsicana & Co.

0.01% held

α +20.0pts

48

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.01% held

α +27.5pts