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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$158M +$12.6M +248,062 +9%
SCM
27
SCS Capital Management
Massachusetts
$139M -$3.33M -65,660 -2%
Members Trust
28
Members Trust
Florida
$136M +$2.13M +42,057 +2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$120M -$2.71M -53,540 -2%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$117M +$5.2M +102,648 +5%
Mariner
31
Mariner
Kansas
$113M -$9.05M -178,598 -7%
OWM
32
Orgel Wealth Management
Wisconsin
$99M +$6.12M +120,817 +7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$99M -$1.38M -27,175 -1%
Osaic Holdings
34
Osaic Holdings
Arizona
$98.1M -$16.2M -318,763 -14%
PCIA
35
Prime Capital Investment Advisors
Kansas
$94.2M +$4.07M +80,251 +5%
HighTower Advisors
36
HighTower Advisors
Illinois
$90.9M +$8.59M +169,390 +10%
Jane Street
37
Jane Street
New York
$82.9M +$83M +1,638,238 New
Vanguard Group
38
Vanguard Group
Pennsylvania
$81.4M -$4.92M -96,975 -6%
GM
39
GeoWealth Management
Illinois
$78.9M +$78.6M +1,550,788 +20,240%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$76.4M +$4.46M +87,962 +6%
SFA
41
Sequoia Financial Advisors
Ohio
$75.9M +$1.41M +27,798 +2%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$74.9M -$19.5M -385,549 -21%
BFG
43
Bleakley Financial Group
New Jersey
$73M +$2.72M +53,732 +4%
SW
44
Simplicity Wealth
New Jersey
$72.6M +$72.7M +1,434,143 New
OIA
45
OneDigital Investment Advisors
Kansas
$67.1M +$10.4M +204,613 +18%
MIS
46
Morningstar Investment Services
Illinois
$64.9M -$66.1M -1,304,627 -50%
CAG
47
Crestwood Advisors Group
Massachusetts
$62.8M +$864K +17,045 +1%
Stifel Financial
48
Stifel Financial
Missouri
$61.9M +$1.5M +29,564 +2%
BBNB
49
Baker Boyer National Bank
Washington
$60.4M -$5.63K -111 -0%
LFS
50
Lutz Financial Services
Nebraska
$60.2M +$6.98M +137,794 +13%