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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$175M -$4.04M -80,689 -2%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$175M +$4.31M +86,139 +3%
RWP
28
RWA Wealth Partners
Massachusetts
$170M +$4.83M +96,450 +3%
Mariner
29
Mariner
Kansas
$156M +$7.2M +143,898 +5%
HighTower Advisors
30
HighTower Advisors
Illinois
$145M +$7.51M +150,061 +5%
OWM
31
Orgel Wealth Management
Wisconsin
$122M -$4.67M -93,396 -4%
Members Trust
32
Members Trust
Florida
$120M -$1.17M -23,419 -1%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$120M -$6.39M -127,683 -5%
SCM
34
SCS Capital Management
Massachusetts
$116M -$1.01M -20,207 -0.9%
FWI
35
Facet Wealth Inc
Maryland
$112M +$87.1M +1,741,949 +314%
PCIA
36
Prime Capital Investment Advisors
Kansas
$99.9M +$1.91M +38,101 +2%
OIA
37
OneDigital Investment Advisors
Kansas
$85.7M +$5.45M +108,865 +7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$84.9M +$11.7M +234,242 +16%
GM
39
GeoWealth Management
Illinois
$84.6M -$11.5M -230,437 -12%
Osaic Holdings
40
Osaic Holdings
Arizona
$83.7M -$72.2M -1,443,500 -46%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$83.4M +$125K +2,492 +0.1%
SFA
42
Sequoia Financial Advisors
Ohio
$80M +$3.78M +75,615 +5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$79.7M -$16.2M -323,735 -17%
LFS
44
Lutz Financial Services
Nebraska
$73.1M +$3.63M +72,496 +5%
BFG
45
Bleakley Financial Group
New Jersey
$72.7M +$4.53M +90,600 +7%
FSC
46
Full Sail Capital
Oklahoma
$70.7M +$3.41M +68,149 +5%
SA
47
Sanctuary Advisors
Indiana
$69M -$2.19M -43,745 -3%
WANY
48
Wealthspire Advisors (New York)
New York
$67.9M +$33.2M +663,517 +94%
WPC
49
Wedmont Private Capital
Pennsylvania
$65.7M +$7.51M +150,087 +12%
SC
50
Savant Capital
Illinois
$65M +$3.18M +63,503 +5%