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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
326
Bristlecone Advisors
Washington
$306K +$301K +5,645 New
APP
327
Avantax Planning Partners
Iowa
$304K – – –
CA
328
Calton & Associates
Florida
$304K +$59.4K +1,114 +25%
DC
329
Davenport & Co
Virginia
$303K – – –
LCM
330
Liberty Capital Management
Michigan
$302K +$297K +5,574 New
PCG
331
Private Capital Group
Connecticut
$298K – – –
GWM
332
Geneos Wealth Management
Colorado
$296K -$16.3K -305 -5%
FVWA
333
Foster Victor Wealth Advisors
South Carolina
$296K +$13K +244 +5%
VAG
334
VisionPoint Advisory Group
Texas
$295K – – –
FPIS
335
Financial Planning & Information Services
Wisconsin
$293K +$37.2K +699 +15%
VWA
336
V Wealth Advisors
Kansas
$291K -$193K -3,614 -40%
RWM
337
RKL Wealth Management
Pennsylvania
$290K +$53 +1 +0%
IAIM
338
International Assets Investment Management
Florida
$285K +$53.3K +1,000 +23%
IA
339
IFP Advisors
Florida
$285K +$61.6K +1,157 +28%
PWM
340
Perigon Wealth Management
California
$285K +$281K +5,267 New
FWIA
341
Fort Washington Investment Advisors
Ohio
$280K +$276K +5,171 New
JSA
342
Jacobson & Schmitt Advisors
Wisconsin
$271K -$256K -4,810 -49%
KCM
343
Kanawha Capital Management
Virginia
$270K – – –
EA
344
Efficient Advisors
Ohio
$267K -$6.45K -121 -2%
FHC
345
First Heartland Consultants
Missouri
$264K – – –
MWM
346
Modera Wealth Management
New Jersey
$263K – – –
JFA
347
Johanson Financial Advisors
California
$261K +$257K +4,819 New
PHIMC
348
Private Harbour Investment Management & Counsel
Ohio
$259K – – –
APA
349
American Portfolios Advisors
New York
$258K -$34.4K -646 -12%
WLIM
350
White Lighthouse Investment Management
Massachusetts
$254K -$53.3K -1,000 -18%
12 13
14
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