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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
326
Destination Wealth Management
California
$203K +$203K +3,797 New
FWIA
327
Fort Washington Investment Advisors
Ohio
$202K +$202K +3,773 New
AP
328
Arlington Partners
Alabama
$179K – – –
CFG
329
Citizens Financial Group
Rhode Island
$177K – – –
SMG
330
Spectrum Management Group
Indiana
$170K +$170K +3,179 New
GWM
331
Geneos Wealth Management
Colorado
$162K +$30K +561 +23%
BAMG
332
Brand Asset Management Group
Missouri
$157K +$3.64K +68 +2%
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$143K +$4.82K +90 +3%
RFA
334
Reilly Financial Advisors
California
$142K – – –
ACM
335
Allred Capital Management
Texas
$137K +$137K +2,559 New
PB
336
Pinnacle Bancorp
Nebraska
$136K +$856 +16 +0.6%
SWM
337
Sugarloaf Wealth Management
Georgia
$116K +$116K +2,171 New
CT
338
Caldwell Trust
Florida
$107K +$107K +2,000 New
PWMG
339
Prestige Wealth Management Group
New Jersey
$107K – – –
RIA
340
Realta Investment Advisors
Delaware
$107K +$107K +2,000 New
TFS
341
TrustCore Financial Services
Tennessee
$107K +$107K +2,000 New
SF
342
Synovus Financial
Georgia
$93K +$29.9K +558 +48%
CWM
343
Cedar Wealth Management
California
$86K +$86.4K +1,614 New
EWM
344
EPG Wealth Management
Georgia
$82K +$82.4K +1,540 New
TFGT
345
TS Financial Group (TSFG)
Illinois
$80K – – –
MWP
346
Meridian Wealth Partners
Pennsylvania
$77K +$77.3K +1,444 New
PA
347
Parallel Advisors
California
$72K +$107 +2 +0.1%
WQ
348
Wealth Quarterback
New Jersey
$69.3K +$69.3K +1,295 New
TWA
349
TCI Wealth Advisors
Arizona
$69K +$3.64K +68 +6%
CFGS
350
Concourse Financial Group Securities
Alabama
$68K +$68.2K +1,275 New
12 13
14
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