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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$15M +$11.2M +213,482 +311%
BTS
27
BB&T Securities
Virginia
$14.2M +$1.17M +22,244 +9%
RWP
28
RWA Wealth Partners
Massachusetts
$13.8M -$170K -3,230 -1%
MIS
29
Morningstar Investment Services
Illinois
$13.8M +$1.33M +25,364 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$13.1M -$2.22M -42,219 -15%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$11.9M
RMC
32
Regis Management Company
California
$11.7M
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$11.2M +$1.62M +30,926 +17%
OIWM
34
OptiFour Integrated Wealth Management
Virginia
$10.7M -$295K -5,623 -3%
MA
35
MUFG Americas
New York
$10.6M -$616K -11,732 -6%
JWM
36
Janiczek Wealth Management
Colorado
$10.4M -$325K -6,191 -3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$9.94M +$1.6M +30,554 +20%
W
38
WealthStone
Ohio
$9.13M
MG
39
Mather Group
Illinois
$9.02M +$1.29M +24,477 +17%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$7.87M +$2.08M +39,634 +36%
FA
41
FDx Advisors
Illinois
$7.68M +$7.6M +144,632 New
AG
42
Advisor Group
Arizona
$7.58M +$807K +15,362 +12%
IA
43
Independence Advisors
Pennsylvania
$7M -$249K -4,734 -3%
AWE
44
Avidian Wealth Enterprises
Texas
$6.99M +$2.95M +56,110 +74%
WIC
45
Whitegate Investment Counselors
New Hampshire
$6.73M +$131K +2,500 +2%
BUB
46
BBVA USA Bancshares
Texas
$6.39M +$154K +2,927 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$6.24M +$4.74M +90,224 +330%
AF
48
Advisornet Financial
Minnesota
$6.1M +$120K +2,287 +2%
CCG
49
Chatham Capital Group
Georgia
$6M
CCP
50
Cardan Capital Partners
Colorado
$5.63M -$124K -2,361 -2%