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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
326
High Pines Wealth Management
Massachusetts
$2.73M -$354K -7,147 -11%
SC
327
Steph & Co
Wisconsin
$2.7M -$51.4K -1,037 -2%
VFA
328
Valeo Financial Advisors
Indiana
$2.64M -$1.27M -25,667 -32%
WP
329
WealthSource Partners
California
$2.64M +$2.72M +54,957 New
PRWA
330
Platte River Wealth Advisors
Colorado
$2.58M -$302K -6,100 -10%
IAN
331
Integrated Advisors Network
Texas
$2.57M -$293K -5,907 -10%
HIP
332
HUB Investment Partners
Texas
$2.56M – – –
WCA
333
Westover Capital Advisors
Delaware
$2.52M +$52.1K +1,051 +2%
MMA
334
Miracle Mile Advisors
California
$2.52M -$18.5M -373,087 -88%
LIA
335
LifePlan Investment Advisors
North Carolina
$2.51M +$287K +5,793 +12%
PFA
336
Pure Financial Advisors
California
$2.5M +$80K +1,615 +3%
IWS
337
Insight Wealth Strategies
California
$2.46M +$28.3K +571 +1%
GEA
338
Glen Eagle Advisors
New Jersey
$2.46M -$26.2K -529 -1%
ORC
339
O'Rourke & Company
Massachusetts
$2.46M -$118K -2,381 -4%
SCG
340
Sonata Capital Group
Washington
$2.46M – – –
RFO
341
RiverGlades Family Offices
Florida
$2.46M +$160K +3,225 +7%
HIM
342
Hanlon Investment Management
New Jersey
$2.45M -$26.7K -538 -1%
CSPIA
343
Cary Street Partners Investment Advisory
Virginia
$2.45M -$86.4K -1,745 -3%
BMCM
344
Bryn Mawr Capital Management
Pennsylvania
$2.42M -$594K -12,000 -19%
MWA
345
Mills Wealth Advisors
Texas
$2.38M -$1.68M -33,867 -41%
PA
346
Pinnacle Associates
New York
$2.37M +$10.7K +215 +0.4%
EWM
347
Elmwood Wealth Management
California
$2.35M +$2.43M +48,954 New
CFA
348
Capstone Financial Advisors
Illinois
$2.35M -$39.2K -792 -2%
PWMAG
349
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M +$28.2K +570 +1%
CPIG
350
Chicago Partners Investment Group
Illinois
$2.31M +$102K +2,063 +4%
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