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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
451
Spotlight Asset Group
Illinois
$409K – – –
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$407K +$9.95K +180 +2%
WMA
453
Wealth Management Associates
New Jersey
$405K – – –
PWP
454
Personal Wealth Partners
Minnesota
$404K – – –
SL
455
SWMG LLC
Texas
$402K +$130K +2,347 +47%
IA
456
IFP Advisors
Florida
$401K -$5.64K -102 -1%
SP
457
Successful Portfolios
Florida
$401K – – –
CFA
458
Cahill Financial Advisors
Minnesota
$395K -$1.99K -36 -0.5%
KA
459
Kovack Advisors
Florida
$392K +$1.27K +23 +0.3%
TCM
460
TD Capital Management
Tennessee
$392K +$340K +6,153 +615%
LCM
461
Leisure Capital Management
California
$391K +$395K +7,144 New
CA
462
Calton & Associates
Florida
$389K +$111 +2 +0%
FSWA
463
Financial Synergies Wealth Advisors
Texas
$389K +$76.2K +1,378 +24%
VWA
464
V Wealth Advisors
Kansas
$381K – – –
OA
465
Oxbow Advisors
Texas
$380K +$55 +1 +0%
MPWT
466
MassMutual Private Wealth & Trust
Connecticut
$380K +$43.6K +789 +13%
IC
467
IEQ Capital
California
$379K +$383K +6,920 New
RZH
468
Relyea Zuckerberg Hanson
Connecticut
$373K -$58.1K -1,051 -13%
LPWM
469
Lake Point Wealth Management
Texas
$365K – – –
DWM
470
Doyle Wealth Management
Florida
$365K +$75.6K +1,367 +26%
EFG
471
Everhart Financial Group
Ohio
$363K -$157K -2,835 -30%
1WA
472
180 Wealth Advisors
Washington
$363K -$22.4K -405 -6%
WCWM
473
Willow Creek Wealth Management
California
$361K +$25.4K +459 +7%
DP
474
Denver PWM
Colorado
$360K +$125K +2,266 +53%
AP
475
Arlington Partners
Alabama
$354K – – –
17 18
19
20 21