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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
301
Facet Wealth Inc
Maryland
$2.97M +$96.5K +1,922 +3%
APP
302
Avantax Planning Partners
Iowa
$2.96M -$140K -2,797 -5%
JWCA
303
J.W. Cole Advisors
Florida
$2.92M +$45.4K +905 +2%
PRWA
304
Platte River Wealth Advisors
Colorado
$2.91M -$488K -9,730 -14%
NCM
305
Neumann Capital Management
California
$2.82M +$673K +13,400 +32%
QA
306
Quantitative Advantage
Minnesota
$2.77M +$236K +4,695 +9%
HIM
307
Hanlon Investment Management
New Jersey
$2.77M -$101K -2,016 -4%
HDIM
308
Hanson & Doremus Investment Management
Vermont
$2.76M +$194K +3,855 +8%
HPWM
309
High Pines Wealth Management
Massachusetts
$2.76M -$83.7K -1,668 -3%
AW
310
Alaethes Wealth
Nevada
$2.75M +$1.94M +38,616 +246%
LNC
311
Lincoln National Corp
Pennsylvania
$2.75M +$1.6M +31,829 +142%
SCG
312
Sonata Capital Group
Washington
$2.74M +$50.2K +1,000 +2%
ASN
313
Advisory Services Network
Georgia
$2.72M +$69.4K +1,382 +3%
HIP
314
HUB Investment Partners
Texas
$2.69M +$2.67M +53,183 New
TCBWMS
315
Texas Capital Bank Wealth Management Services
Texas
$2.67M +$805K +16,041 +44%
GEA
316
Glen Eagle Advisors
New Jersey
$2.67M -$9.89K -197 -0.4%
SC
317
Steph & Co
Wisconsin
$2.63M -$83K -1,653 -3%
AFS
318
Annapolis Financial Services
Maryland
$2.62M +$663K +13,202 +34%
WCA
319
Westover Capital Advisors
Delaware
$2.62M +$174K +3,459 +7%
HW
320
Hancock Whitney
Mississippi
$2.61M +$55.2K +1,099 +2%
SDWMA
321
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.6M -$170K -3,394 -6%
BFA
322
Brown Financial Advisory
Alabama
$2.57M – – –
AWM
323
Axxcess Wealth Management
California
$2.53M +$354K +7,054 +16%
MGIA
324
Moneta Group Investment Advisors
Missouri
$2.53M +$556K +11,085 +29%
CM
325
Columbus Macro
Pennsylvania
$2.49M -$246K -4,910 -9%
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13
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