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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$119M +$46.8M +932,524 +66%
Mariner
27
Mariner
Kansas
$114M +$2.41M +47,982 +2%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$110M -$797K -15,879 -0.7%
LPL Financial
29
LPL Financial
California
$108M +$8.62M +171,792 +9%
Ameriprise
30
Ameriprise
Minnesota
$104M +$5.93M +118,220 +6%
Cerity Partners
31
Cerity Partners
New York
$102M +$48.3M +963,015 +92%
MWM
32
Merriman Wealth Management
Washington
$97.3M -$6.74M -134,189 -7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$92.1M +$10.3M +204,598 +13%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$90.8M -$9.52M -189,693 -10%
BFG
35
Bleakley Financial Group
New Jersey
$77.3M +$2.51M +50,020 +3%
SS
36
Simplicity Solutions
Minnesota
$77.3M +$51.4M +1,024,719 +205%
WPW
37
Waldron Private Wealth
Pennsylvania
$71.8M +$35.2M +701,231 +98%
WAG
38
Winthrop Advisory Group
Massachusetts
$64.3M -$56.6M -1,128,511 -90%
FAAM
39
First Ascent Asset Management
Colorado
$63.1M -$8.37M -166,686 -12%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$56.5M +$6.06M +120,758 +12%
SFA
41
Sequoia Financial Advisors
Ohio
$55.9M +$31.8M +632,786 +135%
BBNB
42
Baker Boyer National Bank
Washington
$53.4M +$4.8M +95,672 +10%
SC
43
Savant Capital
Illinois
$53.1M -$1.28M -25,401 -2%
RFC
44
Regions Financial Corp
Alabama
$52.4M +$1.75M +34,845 +3%
LFS
45
Lutz Financial Services
Nebraska
$51.8M +$14M +279,559 +38%
MAS
46
Meeder Advisory Services
Ohio
$51M +$3.56M +70,866 +8%
MIS
47
Morningstar Investment Services
Illinois
$49M +$2.5M +49,889 +5%
WCWM
48
Willow Creek Wealth Management
California
$44.8M +$95.3K +1,898 +0.2%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$42.1M +$2.35M +46,826 +6%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$41.7M -$6.47M -128,858 -14%