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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AL
26
Aspiriant LLC
California
$211M -$3.54M -70,098 -2%
Vanguard Advisers Inc
27
Vanguard Advisers Inc
Pennsylvania
$192M +$195M +3,852,209 New
US Bancorp
28
US Bancorp
Minnesota
$174M -$821K -16,267 -0.5%
OWM
29
Orgel Wealth Management
Wisconsin
$173M -$4.63M -91,781 -3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$165M -$4.63M -91,724 -3%
Ameriprise
31
Ameriprise
Minnesota
$160M +$8.15M +161,459 +5%
FWI
32
Facet Wealth Inc
Maryland
$132M +$30.9M +611,368 +30%
HighTower Advisors
33
HighTower Advisors
Illinois
$131M +$3.81M +75,473 +3%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$123M -$4.92M -97,485 -4%
Members Trust
35
Members Trust
Florida
$122M +$4.55M +90,170 +4%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$118M +$1.02M +20,115 +0.9%
OIA
37
OneDigital Investment Advisors
Kansas
$107M +$11.3M +223,228 +12%
SCM
38
SCS Capital Management
Massachusetts
$96.3M -$782K -15,494 -0.8%
PCIA
39
Prime Capital Investment Advisors
Kansas
$94.6M -$770K -15,240 -0.8%
SFA
40
Sequoia Financial Advisors
Ohio
$92.1M +$7.11M +140,834 +8%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$90M +$16.1M +319,117 +21%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$85.2M -$2.71M -53,681 -3%
SC
43
Savant Capital
Illinois
$80.6M +$7.39M +146,263 +10%
Osaic Holdings
44
Osaic Holdings
Arizona
$80.3M -$17.7M -350,512 -18%
WPC
45
Wedmont Private Capital
Pennsylvania
$79.6M +$13.4M +265,487 +20%
LFS
46
Lutz Financial Services
Nebraska
$78.3M +$4.18M +82,868 +6%
Stifel Financial
47
Stifel Financial
Missouri
$77.6M +$3.49M +69,173 +5%
GM
48
GeoWealth Management
Illinois
$77.2M +$1.49M +29,598 +2%
AMPWP
49
Alvarez & Marsal Private Wealth Partners
Florida
$71.3M +$72.1M +1,428,518 New
MMA
50
Miracle Mile Advisors
California
$68.1M +$61.3M +1,213,245 +796%