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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
451
Capasso Planning Partners
South Carolina
$593K +$592K +10,795 New
GAG
452
Goodman Advisory Group
Massachusetts
$593K +$592K +10,802 New
AIP
453
Ameritas Investment Partners
Nebraska
$591K +$32.3K +589 +6%
NRW
454
Nova R Wealth
Kansas
$591K +$590K +10,769 New
SWM
455
SeaCrest Wealth Management
New York
$590K -$119K -2,173 -17%
TIAM2
456
Tru Independence Asset Management 2
Oregon
$588K +$122K +2,234 +26%
SHFA
457
SC&H Financial Advisors
Maryland
$586K +$585K +10,678 New
BP
458
Ballentine Partners
Massachusetts
$584K +$28.8K +525 +5%
TPCW
459
TD Private Client Wealth
New York
$583K +$164K +2,985 +39%
IP
460
Ignite Planners
California
$582K +$586K +10,703 New
MW
461
Marcum Wealth
Ohio
$580K +$23.5K +429 +4%
BHWM
462
Beaird Harris Wealth Management
Texas
$574K +$572K +10,447 New
SWA
463
SOA Wealth Advisors
New York
$570K +$54.8K +1,000 +11%
PCM
464
Parsons Capital Management
Rhode Island
$562K +$3.01K +55 +0.5%
HKIM
465
Hayek Kallen Investment Management
Alabama
$560K +$559K +10,200 New
AFP
466
Ausdal Financial Partners
Iowa
$558K +$103K +1,885 +23%
FA
467
Financial Advisors
Massachusetts
$557K -$10K -183 -2%
TLP
468
Trinity Legacy Partners
Texas
$549K +$548K +10,000 New
STA
469
Summit Trail Advisors
New York
$548K +$547K +9,981 New
OIA
470
OneDigital Investment Advisors
Kansas
$540K +$8.82K +161 +2%
PW
471
Peninsula Wealth
California
$539K -$14K -255 -3%
USCWA
472
U.S. Capital Wealth Advisors
Texas
$539K – – –
SWA
473
Stratos Wealth Advisors
Ohio
$532K +$90.2K +1,646 +20%
MWA
474
Monograph Wealth Advisors
California
$532K +$531K +9,690 New
CYG
475
Clean Yield Group
Vermont
$527K – – –
17 18
19
20 21