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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
T
426
TRUADVICE
Florida
$439K +$130K +2,368 +43%
BOPW
427
Brandywine Oak Private Wealth
Pennsylvania
$438K +$17.2K +313 +4%
RZH
428
Relyea Zuckerberg Hanson
Connecticut
$435K – – –
SFG
429
Sovereign Financial Group
Connecticut
$434K – – –
CWM
430
Cahaba Wealth Management
Georgia
$431K -$308K -5,596 -42%
MSFS
431
Main Street Financial Solutions
Pennsylvania
$430K -$3.47K -63 -0.8%
CFGS
432
Concourse Financial Group Securities
Alabama
$428K +$54.4K +987 +15%
AFP
433
Ausdal Financial Partners
Iowa
$419K +$11.1K +201 +3%
GWM
434
Geneos Wealth Management
Colorado
$418K +$13.8K +250 +3%
SAG
435
Spotlight Asset Group
Illinois
$413K – – –
IA
436
IFP Advisors
Florida
$412K +$57.3K +1,040 +16%
WMA
437
Wealth Management Associates
New Jersey
$409K +$27.5K +500 +7%
PWP
438
Personal Wealth Partners
Minnesota
$408K – – –
PJSIMP
439
P.J. Schmidt Investment Management (PJS)
Wisconsin
$407K +$165K +2,988 +69%
SP
440
Successful Portfolios
Florida
$405K – – –
CFA
441
Cahill Financial Advisors
Minnesota
$400K -$19.6K -356 -5%
WAP
442
Wealthcare Advisory Partners
Pennsylvania
$400K +$2.53K +46 +0.6%
WWM
443
Wolff Wiese Magana
California
$399K +$42K +762 +12%
HKIM
444
Hayek Kallen Investment Management
Alabama
$398K +$22K +400 +6%
KA
445
Kovack Advisors
Florida
$394K +$161K +2,916 +69%
CA
446
Calton & Associates
Florida
$393K +$49.7K +902 +15%
1WA
447
180 Wealth Advisors
Washington
$390K -$46.3K -841 -11%
VWA
448
V Wealth Advisors
Kansas
$384K +$40.8K +740 +12%
OA
449
Oxbow Advisors
Texas
$383K -$7.99K -145 -2%
PCM
450
Parsons Capital Management
Rhode Island
$373K +$113K +2,055 +44%
16 17
18
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