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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
426
Willow Creek Wealth Management
California
$304K +$300K +5,500 New
FVWA
427
Foster Victor Wealth Advisors
South Carolina
$302K +$10.2K +186 +4%
PFA
428
Paradigm Financial Advisors
Missouri
$300K +$928 +17 +0.3%
AFP
429
Ausdal Financial Partners
Iowa
$300K +$297K +5,441 New
MMA
430
Miracle Mile Advisors
California
$299K – – –
CAM
431
Cozad Asset Management
Illinois
$298K -$53.8K -985 -15%
IC
432
Intersect Capital
California
$290K – – –
BJL
433
Brighton Jones LLC
Washington
$289K +$2.13K +39 +0.8%
EFS
434
Essex Financial Services
Connecticut
$289K +$286K +5,231 New
DWT
435
Dorsey & Whitney Trust
South Dakota
$288K – – –
SFG
436
Sovereign Financial Group
Connecticut
$286K +$283K +5,175 New
XF
437
XML Financial
Maryland
$281K +$4.7K +86 +2%
APP
438
Avantax Planning Partners
Iowa
$279K -$30.4K -557 -10%
22CM
439
20/20 Capital Management
California
$277K -$54.6K -1,000 -17%
KCM
440
Kanawha Capital Management
Virginia
$276K – – –
BIA
441
Bigelow Investment Advisors
Maine
$276K +$15.8K +290 +6%
GWCM
442
Godshalk Welsh Capital Management
Pennsylvania
$276K +$273K +5,000 New
WWM
443
Wolff Wiese Magana
California
$276K +$273K +5,010 New
FHC
444
First Heartland Consultants
Missouri
$269K – – –
PHIMC
445
Private Harbour Investment Management & Counsel
Ohio
$264K – – –
RWM
446
Ritholtz Wealth Management
New York
$264K +$261K +4,781 New
WLIM
447
White Lighthouse Investment Management
Massachusetts
$259K – – –
EA
448
Evergreen Advisors
Tennessee
$259K +$257K +4,699 New
SMA
449
Sage Mountain Advisors
Georgia
$257K +$254K +4,650 New
RWM
450
RKL Wealth Management
Pennsylvania
$256K -$35.2K -645 -12%
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