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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
301
Focus Partners Advisor Solutions
Missouri
$1.92M +$1.13M +22,590 +131%
PI
302
PFS Investments
Georgia
$1.92M -$5.06M -101,261 -72%
LNC
303
Lincoln National Corp
Pennsylvania
$1.92M +$315K +6,303 +19%
APA
304
American Portfolios Advisors
New York
$1.91M +$524K +10,490 +36%
MWM
305
McNaughton Wealth Management
California
$1.89M -$307K -6,138 -14%
TCB
306
Texas Capital Bancshares
Texas
$1.88M – – –
VT
307
Vise Technologies
New York
$1.87M -$983K -19,664 -34%
EWA
308
Evolution Wealth Advisors
Florida
$1.85M +$1.92M +38,374 New
CFA
309
Capstone Financial Advisors
Illinois
$1.84M -$8.85M -177,089 -82%
SCG
310
Sonata Capital Group
Washington
$1.84M +$200K +4,000 +12%
OWA
311
Opal Wealth Advisors
New York
$1.83M -$521K -10,428 -22%
NA
312
NewEdge Advisors
Louisiana
$1.83M +$131K +2,630 +7%
IWC
313
Integrated Wealth Concepts
Massachusetts
$1.82M +$135K +2,710 +8%
NCM
314
Neumann Capital Management
California
$1.82M +$1.89M +37,845 New
IWS
315
Insight Wealth Strategies
California
$1.79M – – –
HFS
316
HBC Financial Services
Washington
$1.78M +$496K +9,922 +43,139%
FWM
317
ForthRight Wealth Management
Georgia
$1.78M +$651K +13,017 +54%
CPP
318
Capasso Planning Partners
South Carolina
$1.78M +$1.32M +26,351 +248%
AWA
319
Aletheian Wealth Advisors
Washington
$1.77M -$279K -5,581 -13%
TCBWMS
320
Texas Capital Bank Wealth Management Services
Texas
$1.77M +$469K +9,384 +34%
NGA
321
Naples Global Advisors
Florida
$1.77M -$117K -2,340 -6%
BWA
322
Burt Wealth Advisors
Maryland
$1.76M +$826K +16,516 +83%
PWA
323
Phoenix Wealth Advisors
North Carolina
$1.72M +$1.79M +35,770 New
PCIA
324
Prime Capital Investment Advisors
Kansas
$1.71M -$103K -2,059 -5%
DC
325
Davenport & Co
Virginia
$1.7M +$77.5K +1,551 +5%
11 12
13
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