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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$17.5M -$431K -8,054 -2%
SPIA
27
Steward Partners Investment Advisory
New York
$17.2M +$2.07M +38,606 +14%
BTS
28
BB&T Securities
Virginia
$15.5M +$1.19M +22,283 +8%
MIS
29
Morningstar Investment Services
Illinois
$15.5M +$1.55M +28,975 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$14.4M +$1.23M +22,895 +9%
RWP
31
RWA Wealth Partners
Massachusetts
$14.1M +$146K +2,724 +1%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$12.5M +$1.16M +21,623 +10%
HighTower Advisors
33
HighTower Advisors
Illinois
$12.1M +$5.81M +108,376 +92%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$12M +$2M +37,330 +20%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$11.9M
RMC
36
Regis Management Company
California
$11.8M
OIWM
37
OptiFour Integrated Wealth Management
Virginia
$10.8M -$7.77K -145 -0.1%
MA
38
MUFG Americas
New York
$10.4M -$284K -5,300 -3%
JWM
39
Janiczek Wealth Management
Colorado
$9.84M -$701K -13,093 -7%
MG
40
Mather Group
Illinois
$9.45M +$337K +6,293 +4%
W
41
WealthStone
Ohio
$9.2M +$9.19M +171,657 New
AG
42
Advisor Group
Arizona
$9M +$1.34M +25,082 +18%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$8.08M +$124K +2,321 +2%
AWE
44
Avidian Wealth Enterprises
Texas
$7.85M +$792K +14,777 +11%
IA
45
Independence Advisors
Pennsylvania
$7.35M +$279K +5,217 +4%
FA
46
FDx Advisors
Illinois
$7.04M -$719K -13,416 -9%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$6.68M +$6.68M +124,634 New
WIC
48
Whitegate Investment Counselors
New Hampshire
$6.41M -$382K -7,125 -6%
AF
49
Advisornet Financial
Minnesota
$6.33M +$161K +3,003 +3%
PAG
50
Private Advisor Group
New Jersey
$6.17M +$4.01M +74,811 +185%