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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
301
Harbour Investments
Wisconsin
$3.02M +$1.71M +34,123 +131%
CFS
302
Cannon Financial Strategists
Georgia
$3.02M +$8.99K +179 +0.3%
VC
303
Vicus Capital
Pennsylvania
$3.01M +$3.01M +59,951 New
PRWA
304
Platte River Wealth Advisors
Colorado
$3M +$112K +2,237 +4%
IAN
305
Integrated Advisors Network
Texas
$2.98M -$1.96M -39,035 -40%
CCM
306
Crabel Capital Management
California
$2.97M +$602K +11,974 +25%
AFP
307
Alpha Financial Partners
Kentucky
$2.96M -$222K -4,428 -7%
APP
308
Avantax Planning Partners
Iowa
$2.93M -$7.39K -147 -0.3%
SC
309
Steph & Co
Wisconsin
$2.87M +$263K +5,239 +10%
VWA
310
Visionary Wealth Advisors
Illinois
$2.84M -$1.84M -36,702 -39%
BWL
311
Beacon Wealthcare LLC
North Carolina
$2.81M +$381K +7,584 +16%
NCM
312
Neumann Capital Management
California
$2.78M -$12.6K -250 -0.4%
PWMG
313
Prestige Wealth Management Group
New Jersey
$2.77M -$542K -10,778 -16%
BAAM
314
Baker Avenue Asset Management
California
$2.77M +$1.09M +21,614 +64%
ASN
315
Advisory Services Network
Georgia
$2.69M -$9.9K -197 -0.4%
ORC
316
O'Rourke & Company
Massachusetts
$2.69M +$410K +8,156 +18%
HW
317
Hancock Whitney
Mississippi
$2.68M +$84.8K +1,688 +3%
HIP
318
HUB Investment Partners
Texas
$2.67M – – –
BA
319
Bristlecone Advisors
Washington
$2.66M -$772K -15,356 -22%
NDSI
320
Newman Dignan & Sheerar Inc
Rhode Island
$2.66M +$404K +8,036 +18%
SWP
321
ShoreHaven Wealth Partners
New Jersey
$2.64M +$825K +16,412 +45%
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$2.64M -$389K -7,749 -13%
BWA
323
Burt Wealth Advisors
Maryland
$2.62M +$152K +3,030 +6%
MWM
324
McNaughton Wealth Management
California
$2.6M +$250K +4,975 +11%
GEA
325
Glen Eagle Advisors
New Jersey
$2.59M -$47.5K -946 -2%
11 12
13
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