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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$109M -$12.1M -247,504 -10%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$108M +$7.82M +160,032 +8%
Cerity Partners
28
Cerity Partners
New York
$103M +$9.72M +198,812 +24%
MWM
29
Merriman Wealth Management
Washington
$102M +$60.1M +1,228,344 +149%
HCC
30
Hirtle Callaghan & Co
Pennsylvania
$99M +$94M +1,921,837 +2,456%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$98.1M +$13M +265,228 +15%
LPL Financial
32
LPL Financial
California
$96.8M +$15.3M +311,948 +19%
Ameriprise
33
Ameriprise
Minnesota
$95.4M +$13.9M +284,436 +17%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$79.8M +$7.1M +145,178 +10%
BFG
35
Bleakley Financial Group
New Jersey
$73M +$72.1M +1,475,446 New
FAAM
36
First Ascent Asset Management
Colorado
$69.9M +$3.33M +68,104 +5%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$69.7M +$68.9M +1,409,210 New
WAG
38
Winthrop Advisory Group
Massachusetts
$62.1M +$6.85M +140,208 +13%
SC
39
Savant Capital
Illinois
$53.1M +$875K +17,900 +2%
RFC
40
Regions Financial Corp
Alabama
$49.5M -$3.67M -74,983 -7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$49.2M +$5.91M +120,806 +14%
BBNB
42
Baker Boyer National Bank
Washington
$47.5M +$3.01M +61,514 +7%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$47.1M +$7.87M +161,070 +20%
MAS
44
Meeder Advisory Services
Ohio
$46.4M +$45.8M +936,679 New
MIS
45
Morningstar Investment Services
Illinois
$45.8M -$3.93M -80,433 -8%
WCWM
46
Willow Creek Wealth Management
California
$43.6M +$21.7M +443,509 +101%
HSA
47
HBK Sorce Advisory
Pennsylvania
$41.6M +$40.8M +833,868 +13,484%
M&T Bank
48
M&T Bank
New York
$40.5M +$21.5M +439,534 +116%
Financial Engines Advisors
49
Financial Engines Advisors
California
$39M +$1.21M +24,656 +3%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$38.8M +$576K +11,787 +2%