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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
526
Relyea Zuckerberg Hanson
Connecticut
$390K +$22.5K +411 +6%
WCWM
527
Willow Creek Wealth Management
California
$387K +$24.1K +439 +7%
MPCL
528
My Personal CFO LLC
Washington
$384K +$384K +7,000 New
RTS
529
Round Table Services
New Jersey
$383K -$28.9K -527 -7%
CPA
530
Cardiff Park Advisors
California
$381K +$380K +6,934 New
CFA
531
Cahill Financial Advisors
Minnesota
$374K -$21.4K -390 -5%
EFG
532
Everhart Financial Group
Ohio
$370K +$5.32K +97 +1%
CAM
533
Crestone Asset Management
Colorado
$368K -$42.5K -775 -10%
AWA
534
Archvest Wealth Advisors
California
$368K +$367K +6,700 New
LPWM
535
Lake Point Wealth Management
Texas
$366K – – –
XF
536
XML Financial
Maryland
$362K +$82.2K +1,500 +29%
CF
537
Centaurus Financial
California
$360K +$16.8K +306 +5%
OA
538
Oxbow Advisors
Texas
$359K -$21.5K -393 -6%
IAIM
539
International Assets Investment Management
Florida
$355K – – –
SAM
540
Stone Asset Management
Texas
$355K +$355K +6,474 New
1WA
541
180 Wealth Advisors
Washington
$353K -$6.58K -120 -2%
AA
542
Axiom Advisory
California
$350K +$350K +6,379 New
JIP
543
Jaffetilchin Investment Partners
Florida
$342K +$1.59K +29 +0.5%
ICG
544
InterOcean Capital Group
Tennessee
$339K +$338K +6,166 New
HW
545
Hamilton Wealth
California
$336K – – –
OBWG
546
Onyx Bridge Wealth Group
New York
$336K +$335K +6,115 New
MCM
547
Maryland Capital Management
Maryland
$333K – – –
TI
548
Tidal Investments
Wisconsin
$329K – – –
LCM
549
Leisure Capital Management
California
$325K -$66.9K -1,221 -17%
CBOR
550
Community Bank of Raymore
Missouri
$325K – – –
20 21
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