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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
401
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$455K +$16.3K +296 +4%
DCM
402
Donaldson Capital Management
Indiana
$451K +$2.75K +50 +0.6%
WS
403
Wedbush Securities
California
$439K – – –
CRCM
404
Corbett Road Capital Management
Virginia
$435K -$358K -6,508 -45%
1WA
405
180 Wealth Advisors
Washington
$434K -$23.4K -426 -5%
SFG
406
Sovereign Financial Group
Connecticut
$434K +$152K +2,762 +53%
RZH
407
Relyea Zuckerberg Hanson
Connecticut
$433K – – –
CB
408
Commerce Bank
Missouri
$433K +$2.75K +50 +0.6%
MSFS
409
Main Street Financial Solutions
Pennsylvania
$429K -$8.24K -150 -2%
CW
410
CreativeOne Wealth
Kansas
$421K +$1.98K +36 +0.5%
BOPW
411
Brandywine Oak Private Wealth
Pennsylvania
$416K +$7.03K +128 +2%
CFA
412
Cahill Financial Advisors
Minnesota
$415K -$35.9K -653 -8%
SAG
413
Spotlight Asset Group
Illinois
$408K – – –
5L
414
55I LLC
Massachusetts
$404K +$406K +7,389 New
PWP
415
Personal Wealth Partners
Minnesota
$403K – – –
AFP
416
Ausdal Financial Partners
Iowa
$403K +$106K +1,936 +36%
GWM
417
Geneos Wealth Management
Colorado
$402K -$5.49K -100 -1%
SP
418
Successful Portfolios
Florida
$400K -$2.75K -50 -0.7%
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$393K +$24.1K +439 +6%
MW
420
Marcum Wealth
Ohio
$388K +$390K +7,098 New
OA
421
Oxbow Advisors
Texas
$387K -$39K -709 -9%
GWCM
422
Godshalk Welsh Capital Management
Pennsylvania
$383K +$110K +2,000 +40%
FPCP
423
Fort Point Capital Partners
California
$382K – – –
WMA
424
Wealth Management Associates
New Jersey
$376K – – –
APA
425
American Portfolios Advisors
New York
$374K +$22K +400 +6%
15 16
17
18 19