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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$177M +$93.2M +1,908,798 +112%
Mariner
27
Mariner
Kansas
$160M +$5.68M +116,197 +4%
Ameriprise
28
Ameriprise
Minnesota
$158M -$15.4M -315,813 -9%
Vanguard Group
29
Vanguard Group
Pennsylvania
$155M -$29.9M -611,458 -16%
OWM
30
Orgel Wealth Management
Wisconsin
$144M +$23M +469,938 +19%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$116M -$1.69M -34,656 -1%
Members Trust
32
Members Trust
Florida
$115M -$3.51M -71,892 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$112M -$31M -634,399 -22%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$106M +$57.8M +1,183,813 +120%
FWI
35
Facet Wealth Inc
Maryland
$101M -$10.7M -219,591 -10%
SCM
36
SCS Capital Management
Massachusetts
$100M -$14.8M -302,885 -13%
PCIA
37
Prime Capital Investment Advisors
Kansas
$97.3M -$1.4M -28,662 -1%
OIA
38
OneDigital Investment Advisors
Kansas
$91.4M +$6.67M +136,498 +8%
Osaic Holdings
39
Osaic Holdings
Arizona
$87.4M +$4.66M +95,322 +6%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$84.3M +$5.63M +115,332 +7%
WANY
41
Wealthspire Advisors (New York)
New York
$82.6M +$15.4M +315,276 +23%
SFA
42
Sequoia Financial Advisors
Ohio
$79.9M +$835K +17,085 +1%
GM
43
GeoWealth Management
Illinois
$78.2M -$5.37M -109,908 -6%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$76.8M -$5.49M -112,484 -7%
SC
45
Savant Capital
Illinois
$74.3M +$10.1M +206,439 +16%
SA
46
Sanctuary Advisors
Indiana
$70.4M +$2.23M +45,746 +3%
FSC
47
Full Sail Capital
Oklahoma
$65.8M -$4.07M -83,239 -6%
WPC
48
Wedmont Private Capital
Pennsylvania
$65M -$1.86M -38,058 -3%
Stifel Financial
49
Stifel Financial
Missouri
$64.1M +$3.25M +66,612 +5%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$63M +$1.28M +26,199 +2%