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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EI
26
Ellevest Inc
New York
$15.6M -$13M -252,783 -97%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$15M +$1.13M +21,984 +8%
RWP
28
RWA Wealth Partners
Massachusetts
$13.7M +$4.68K +91 +0%
BTS
29
BB&T Securities
Virginia
$12.8M +$2.17M +42,249 +21%
MIS
30
Morningstar Investment Services
Illinois
$12.2M +$1.78M +34,693 +17%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$11.9M +$11M +214,600 New
RMC
32
Regis Management Company
California
$11.5M -$576K -11,200 -5%
MA
33
MUFG Americas
New York
$11M +$151K +2,932 +1%
OIWM
34
OptiFour Integrated Wealth Management
Virginia
$10.8M +$428K +8,320 +4%
JWM
35
Janiczek Wealth Management
Colorado
$10.6M -$195K -3,789 -2%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$9.44M +$6.05M +117,628 +186%
Creative Planning
37
Creative Planning
Kansas
$9M -$575K -11,182 -6%
LYV
38
Live Your Vision
Pennsylvania
$8.36M -$3.47M -67,432 -30%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$8.17M -$60.9K -1,185 -0.8%
MG
40
Mather Group
Illinois
$7.58M +$1.5M +29,224 +25%
IA
41
Independence Advisors
Pennsylvania
$7.12M +$15.5K +301 +0.2%
AG
42
Advisor Group
Arizona
$6.65M +$628K +12,215 +11%
WIC
43
Whitegate Investment Counselors
New Hampshire
$6.48M -$440K -8,550 -6%
BUB
44
BBVA USA Bancshares
Texas
$6.13M +$2.6M +50,535 +75%
CCG
45
Chatham Capital Group
Georgia
$5.9M +$1.12M +21,850 +24%
AF
46
Advisornet Financial
Minnesota
$5.88M -$23.8K -462 -0.4%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$5.68M +$1.11M +21,625 +25%
CCP
48
Cardan Capital Partners
Colorado
$5.66M -$518K -10,070 -8%
BCI
49
Brinker Capital Investments
Pennsylvania
$5.47M -$616K -11,974 -10%
UR
50
USCA RIA
Texas
$5.31M +$5.24M +101,853 New