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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$79.2M -$4.61M -92,239 -5%
LPL Financial
27
LPL Financial
California
$79.1M +$11.7M +233,321 +17%
US Bancorp
28
US Bancorp
Minnesota
$78.1M +$5.84M +116,788 +8%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$72.6M +$21.3M +426,952 +39%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$71.8M +$5.57M +111,342 +8%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$70.7M +$12.6M +251,895 +21%
B
32
Brightworth
Georgia
$65.6M +$24.1M +481,932 +55%
FAAM
33
First Ascent Asset Management
Colorado
$64.7M +$3.79M +75,804 +6%
WAG
34
Winthrop Advisory Group
Massachusetts
$53.7M +$55.8M +1,115,346 New
RFC
35
Regions Financial Corp
Alabama
$51.8M +$3.68M +73,559 +7%
SC
36
Savant Capital
Illinois
$50.8M -$5.35M -107,107 -9%
MA
37
Mosaic Advisors
Texas
$48.3M +$190K +3,809 +0.4%
MIS
38
Morningstar Investment Services
Illinois
$47.6M -$1.53M -30,560 -3%
BWP
39
BSW Wealth Partners
Colorado
$46.8M +$4.4M +88,098 +10%
BBNB
40
Baker Boyer National Bank
Washington
$43.2M +$38.4M +768,724 +597%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$42.1M -$91.2M -1,824,463 -68%
Cerity Partners
42
Cerity Partners
New York
$40.6M +$1.38M +27,628 +3%
MWM
43
Merriman Wealth Management
Washington
$39.8M +$2.44M +48,893 +6%
KIM
44
Karpus Investment Management
New York
$39.8M +$15.8M +315,376 +62%
SFA
45
Sequoia Financial Advisors
Ohio
$39.6M +$1.98M +39,617 +5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$38M -$11M -219,677 -22%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$37.1M +$16.1M +322,579 +72%
HP
48
HT Partners
Connecticut
$37.1M
Financial Engines Advisors
49
Financial Engines Advisors
California
$36.8M +$7.28M +145,708 +24%
Goldman Sachs
50
Goldman Sachs
New York
$35.9M +$29.5M +590,821 +379%