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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$173M +$28.9M +570,671 +20%
RWP
27
RWA Wealth Partners
Massachusetts
$167M +$3.07M +60,706 +2%
Mariner
28
Mariner
Kansas
$150M +$23.9M +473,532 +19%
HighTower Advisors
29
HighTower Advisors
Illinois
$139M +$41.3M +817,486 +42%
Osaic Holdings
30
Osaic Holdings
Arizona
$131M +$45.3M +896,363 +40%
OWM
31
Orgel Wealth Management
Wisconsin
$128M +$3.14M +62,184 +2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$127M +$7.77M +153,764 +6%
Members Trust
33
Members Trust
Florida
$123M +$517K +10,222 +0.4%
SCM
34
SCS Capital Management
Massachusetts
$118M -$6.3M -124,575 -5%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$112M +$111M +2,201,760 +8,203%
PCIA
36
Prime Capital Investment Advisors
Kansas
$99M +$5.07M +100,249 +5%
GM
37
GeoWealth Management
Illinois
$97M +$9.11M +180,225 +10%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$96.8M +$21.5M +424,431 +28%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$84.1M -$203K -4,013 -0.2%
MAS
40
Meeder Advisory Services
Ohio
$83.5M +$7.68M +151,852 +10%
OIA
41
OneDigital Investment Advisors
Kansas
$81.2M +$11.1M +219,858 +16%
SFA
42
Sequoia Financial Advisors
Ohio
$77M +$577K +11,404 +0.7%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$74M -$4.21M -83,230 -5%
SA
44
Sanctuary Advisors
Indiana
$72M +$3.52M +69,692 +5%
LFS
45
Lutz Financial Services
Nebraska
$70.2M +$3.06M +60,445 +5%
BFG
46
Bleakley Financial Group
New Jersey
$69M -$3.53M -69,844 -5%
FSC
47
Full Sail Capital
Oklahoma
$68M +$5.75M +113,655 +9%
TWM
48
Topsail Wealth Management
North Carolina
$64.7M +$65.3M +1,290,927 New
BBNB
49
Baker Boyer National Bank
Washington
$63.3M +$1.49M +29,385 +2%
SC
50
Savant Capital
Illinois
$62.5M +$6.95M +137,438 +12%