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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
251
Apollon Wealth Management
South Carolina
$172K +$170K +3,233 New
APA
252
American Portfolios Advisors
New York
$154K +$9.3K +177 +6%
RFA
253
Reilly Financial Advisors
California
$141K – – –
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$137K – – –
FHA
255
Flagship Harbor Advisors
Massachusetts
$135K – – –
PB
256
Pinnacle Bancorp
Nebraska
$134K +$133K +2,525 New
DWM
257
Destination Wealth Management
California
$131K +$129K +2,463 New
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$110K +$109K +2,080 New
PWMG
259
Prestige Wealth Management Group
New Jersey
$106K – – –
BAMG
260
Brand Asset Management Group
Missouri
$97K +$18.8K +357 +24%
CIAS
261
Capital Investment Advisory Services
North Carolina
$84K – – –
TFGT
262
TS Financial Group (TSFG)
Illinois
$80K – – –
GWM
263
Geneos Wealth Management
Colorado
$72K +$71.4K +1,360 New
CFGS
264
Concourse Financial Group Securities
Alabama
$67K – – –
TWA
265
TCI Wealth Advisors
Arizona
$65K – – –
CFD
266
Creative Financial Designs
Indiana
$63K – – –
SF
267
Synovus Financial
Georgia
$62K +$210 +4 +0.3%
PA
268
Parallel Advisors
California
$54K +$49.6K +945 +1,454%
LFG
269
LifePlan Financial Group
Ohio
$51K +$50.4K +960 New
SCA
270
Stonebridge Capital Advisors
Minnesota
$50K +$49.7K +947 New
LWM
271
Lenox Wealth Management
Ohio
$47K – – –
GAM
272
Gemmer Asset Management
California
$43K +$210 +4 +0.5%
FFC
273
First Financial Corp
Indiana
$41K – – –
LB
274
Legacy Bridge
Iowa
$34K – – –
CH
275
Canton Hathaway
Rhode Island
$32K +$32.1K +612 New
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11
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