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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
526
Dorsey & Whitney Trust
South Dakota
$240K -$46.3K -837 -16%
JIR
527
James Investment Research
Ohio
$240K – – –
CFG
528
Citizens Financial Group
Rhode Island
$239K -$79.2K -1,433 -25%
KWM
529
Kingsview Wealth Management
Oregon
$239K +$332 +6 +0.1%
IWN
530
Independent Wealth Network
Iowa
$239K +$242K +4,368 New
SLA
531
Silver Lake Advisory
Utah
$238K +$608 +11 +0.3%
MWM
532
MBE Wealth Management
Wisconsin
$237K +$239K +4,319 New
BRWM
533
B. Riley Wealth Management
Tennessee
$233K +$235K +4,252 New
SFG
534
SevenBridge Financial Group
Pennsylvania
$229K +$231K +4,179 New
MWM
535
Meridian Wealth Management
Kentucky
$224K -$266K -4,811 -54%
PWM
536
Paulson Wealth Management
Illinois
$224K -$31.2K -565 -12%
PFGIA
537
Patriot Financial Group Insurance Agency
Massachusetts
$224K – – –
WAM
538
WNY Asset Management
New York
$222K – – –
PB
539
Pinnacle Bancorp
Nebraska
$222K +$88.5K +1,600 +65%
RVPG
540
Relative Value Partners Group
$221K +$608 +11 +0.3%
FMC
541
First Merchants Corp
Indiana
$219K +$16.6K +300 +8%
DI
542
Diligent Investors
California
$217K – – –
WP
543
WealthPLAN Partners
Nebraska
$216K – – –
JAG
544
Journey Advisory Group
Kentucky
$215K – – –
DWM
545
Darwin Wealth Management
Florida
$210K +$212K +3,841 New
BC
546
Burney Company
Virginia
$208K – – –
JFGIW
547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K – – –
ME
548
McIlrath & Eck
Washington
$205K +$80.5K +1,456 +64%
OC
549
Oppenheimer & Co
New York
$204K -$48.3K -874 -19%
RBC
550
Roble Belko & Company
Pennsylvania
$204K – – –
20 21
22
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