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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Ackerman Capital Advisors
Texas
$59.2M +$47.1M +961,006 +482%
OIA
52
OneDigital Investment Advisors
Kansas
$57.3M +$6.92M +141,077 +14%
MML Investors Services
53
MML Investors Services
Massachusetts
$55.6M +$22.5M +459,617 +73%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$54.1M -$40M -815,238 -43%
LFS
55
Lutz Financial Services
Nebraska
$53.7M -$10.5M -213,458 -17%
MAS
56
Meeder Advisory Services
Ohio
$53.1M +$2.51M +51,111 +5%
Goldman Sachs
57
Goldman Sachs
New York
$52.1M +$26.5M +540,233 +113%
SC
58
Savant Capital
Illinois
$51.9M -$2.15M -43,759 -4%
RFC
59
Regions Financial Corp
Alabama
$51.5M -$2.29M -46,764 -4%
FSC
60
Full Sail Capital
Oklahoma
$46M +$25.4M +518,472 +136%
WFA
61
West Financial Advisors
Iowa
$45.1M +$689K +14,044 +2%
TSW
62
Thompson Siegel & Walmsley
Virginia
$44.1M +$4.78M +97,493 +13%
MG
63
Mather Group
Illinois
$43.4M +$16.9M +344,724 +68%
M&T Bank
64
M&T Bank
New York
$42.9M +$15M +305,087 +57%
BHWM
65
Beaird Harris Wealth Management
Texas
$42M -$6.33M -129,164 -14%
MWM
66
Merriman Wealth Management
Washington
$41M -$49.6M -1,012,310 -56%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$40.1M +$38.5M +786,006 New
CC
68
Callan Capital
California
$39.8M +$291K +5,931 +0.8%
AIM
69
Allen Investment Management
New York
$39.2M +$37.7M +768,013 New
HIG
70
Heritage Investment Group
Florida
$38.2M +$16.8M +342,165 +84%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$37.8M -$8.02M -163,646 -18%
Financial Engines Advisors
72
Financial Engines Advisors
California
$37.6M -$337K -6,868 -0.9%
KOC
73
Koss-Olinger Consulting
Florida
$36.8M +$35.4M +721,495 New
BWP
74
BSW Wealth Partners
Colorado
$35.9M -$1.22M -24,841 -3%
EWA
75
EP Wealth Advisors
California
$35.4M +$9.85M +200,908 +41%