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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
376
TPG Financial Advisors
Oregon
$4.67M – – –
LIA
377
LifePlan Investment Advisors
North Carolina
$4.67M -$652K -12,975 -12%
JFA
378
JNBA Financial Advisors
Minnesota
$4.67M +$64.3K +1,279 +1%
NL
379
NWAM LLC
Washington
$4.66M -$643K -12,795 -12%
BMC
380
Bear Mountain Capital
Washington
$4.66M -$226K -4,496 -5%
KGP
381
Keystone Global Partners
Colorado
$4.62M -$4.85M -96,477 -51%
VAF
382
Values Added Financial
District of Columbia
$4.62M +$28.8K +573 +0.6%
FPAS
383
Focus Partners Advisor Solutions
Missouri
$4.59M +$252K +5,016 +6%
CAAM
384
Cornerstone Advisors Asset Management
Pennsylvania
$4.58M +$1.29M +25,651 +39%
GWS
385
Glassman Wealth Services
Virginia
$4.58M -$56.7K -1,128 -1%
WA
386
Wealth Alliance
New York
$4.49M +$700K +13,939 +19%
VC
387
Vicus Capital
Pennsylvania
$4.49M +$301K +5,985 +7%
WIA
388
World Investment Advisors
California
$4.42M -$11.6K -231 -0.3%
PL
389
Plancorp LLC
Missouri
$4.4M +$4.4M +87,573 New
MWM
390
Meridian Wealth Management
Kentucky
$4.35M -$30.3K -603 -0.7%
AFA
391
Amicus Financial Advisors
Texas
$4.35M +$3.12M +62,109 +260%
WPW
392
Watershed Private Wealth
Illinois
$4.35M +$155K +3,075 +4%
MAV
393
Mason & Associates (Virginia)
Virginia
$4.33M +$497K +9,891 +13%
OFP
394
OLIO Financial Planning
Virginia
$4.33M -$161K -3,209 -4%
1WM
395
1900 Wealth Management
Texas
$4.3M -$1.03M -20,562 -19%
LCM
396
Liberty Capital Management
Michigan
$4.3M +$4.27M +84,993 New
RRWA
397
Rainey & Randall Wealth Advisors
Florida
$4.3M +$1.91M +38,107 +81%
MSFS
398
Main Street Financial Solutions
Pennsylvania
$4.26M +$725K +14,426 +21%
FWA
399
Flagship Wealth Advisors
Massachusetts
$4.25M +$4.22M +83,958 New
IWS
400
Insight Wealth Strategies
California
$4.25M +$288K +5,739 +7%
14 15
16
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