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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$199M +$20.9M +415,594 +12%
UBS Group
27
UBS Group
Switzerland
$188M +$4.11M +81,659 +2%
OWM
28
Orgel Wealth Management
Wisconsin
$179M +$18M +357,339 +11%
US Bancorp
29
US Bancorp
Minnesota
$176M -$7.42M -147,427 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$171M +$55.5M +1,103,035 +48%
Ameriprise
31
Ameriprise
Minnesota
$153M -$1.23M -24,405 -0.8%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$129M +$9.5M +188,763 +8%
HighTower Advisors
33
HighTower Advisors
Illinois
$128M +$4.59M +91,139 +4%
Members Trust
34
Members Trust
Florida
$119M +$759K +15,082 +0.6%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$118M +$132K +2,617 +0.1%
FWI
36
Facet Wealth Inc
Maryland
$103M -$1.59M -31,594 -2%
Osaic Holdings
37
Osaic Holdings
Arizona
$98.5M +$984K +19,548 +1%
SCM
38
SCS Capital Management
Massachusetts
$97.9M -$422K -8,395 -0.4%
OIA
39
OneDigital Investment Advisors
Kansas
$97.1M +$3.87M +76,984 +4%
PCIA
40
Prime Capital Investment Advisors
Kansas
$96.1M -$1.23M -24,422 -1%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$91.7M +$3.01M +59,820 +3%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$88.6M +$8.88M +176,385 +11%
SFA
43
Sequoia Financial Advisors
Ohio
$85.8M +$3.97M +78,915 +5%
Jane Street
44
Jane Street
New York
$82.9M -$11.7M -232,432 -12%
BlackRock
45
BlackRock
New York
$77M +$76.6M +1,521,606 +16,856%
GM
46
GeoWealth Management
Illinois
$76.3M -$212K -4,222 -0.3%
LFS
47
Lutz Financial Services
Nebraska
$74.8M +$7.6M +151,071 +11%
Stifel Financial
48
Stifel Financial
Missouri
$74.7M +$4.47M +88,859 +6%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$74.7M +$6.68M +132,711 +10%
SC
50
Savant Capital
Illinois
$73.9M -$4.61M -91,606 -6%