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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$49.2M +$7.86M +156,462 +19%
HighTower Advisors
52
HighTower Advisors
Illinois
$48.3M +$31M +617,649 +179%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$44.4M +$2.67M +53,044 +6%
WCWM
54
Willow Creek Wealth Management
California
$43.8M -$609K -12,113 -1%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$42.4M -$13.6M -270,798 -24%
Stifel Financial
56
Stifel Financial
Missouri
$42.3M +$4.06M +80,842 +11%
Financial Engines Advisors
57
Financial Engines Advisors
California
$41.7M +$1.39M +27,607 +3%
HP
58
HT Partners
Connecticut
$39.5M
WFA
59
West Financial Advisors
Iowa
$39.2M +$2.04M +40,564 +5%
Lido Advisors
60
Lido Advisors
California
$37M +$2.78M +55,361 +8%
OMC
61
Old Mission Capital
Illinois
$35.8M +$25.8M +514,144 +258%
BWP
62
BSW Wealth Partners
Colorado
$35.5M +$5.11M +101,691 +17%
IAA
63
Independent Advisor Alliance
North Carolina
$34M -$971K -19,316 -3%
CC
64
Callan Capital
California
$33.6M +$4.63M +92,077 +16%
MWM
65
Modera Wealth Management
New Jersey
$32.4M -$41.5K -825 -0.1%
MML Investors Services
66
MML Investors Services
Massachusetts
$32.1M +$10.9M +216,189 +51%
PFPT
67
Pinnacle Financial Partners (Tennessee)
Tennessee
$31.5M -$280K -5,564 -0.9%
Lazard Asset Management
68
Lazard Asset Management
New York
$30.8M
BFC
69
Bedel Financial Consulting
Indiana
$30.4M -$54.9K -1,092 -0.2%
SB
70
Sunflower Bank
Texas
$28.5M +$241K +4,796 +0.9%
MNG
71
Manning & Napier Group
New York
$27.7M
FPCP
72
Fort Point Capital Partners
California
$27.2M +$5.48M +109,096 +25%
WANY
73
Wealthspire Advisors (New York)
New York
$27.2M +$356K +7,083 +1%
JWA
74
JFS Wealth Advisors
Pennsylvania
$27.1M +$2.2M +43,739 +9%
AWE
75
Avidian Wealth Enterprises
Texas
$26.8M -$4.31M -85,876 -14%