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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
551
Wealth CMT
New Jersey
$325K +$324K +5,911 New
DFC
552
DBK Financial Counsel
Ohio
$324K +$323K +5,900 New
PWMG
553
Prestige Wealth Management Group
New Jersey
$322K +$603 +11 +0.2%
RPG
554
Resource Planning Group
Georgia
$320K – – –
IF
555
IRON Financial
Illinois
$319K +$164 +3 +0.1%
SWPG
556
Strategic Wealth Partners Group
Illinois
$318K +$164 +3 +0.1%
OWM
557
Opes Wealth Management
California
$315K +$68.8K +1,255 +28%
EFS
558
Essex Financial Services
Connecticut
$312K +$25.1K +458 +9%
RC
559
Roundview Capital
New Jersey
$311K +$60.4K +1,103 +24%
HNB
560
Huntington National Bank
Ohio
$309K – – –
SL
561
SWMG LLC
Texas
$304K -$98.3K -1,794 -24%
MAG
562
Mayfair Advisory Group
Alabama
$304K – – –
BPWM
563
Badgley Phelps Wealth Managers
Washington
$302K -$109K -1,992 -27%
PIM
564
Progressive Investment Management
Oregon
$302K -$37.1K -677 -11%
ME
565
McIlrath & Eck
Washington
$302K +$96.3K +1,757 +47%
BCM
566
BTC Capital Management
Iowa
$300K +$299K +5,465 New
FSWA
567
Financial Synergies Wealth Advisors
Texas
$300K -$89.9K -1,641 -23%
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$74.5K +1,360 +33%
NCG
569
Newport Capital Group
New Jersey
$298K +$298K +5,433 New
AWM
570
Abound Wealth Management
Tennessee
$295K +$294K +5,371 New
FWIA
571
Fort Washington Investment Advisors
Ohio
$288K – – –
FMC
572
First Merchants Corp
Indiana
$288K +$68.5K +1,250 +31%
CRCM
573
Corbett Road Capital Management
Virginia
$280K -$2.52K -46 -0.9%
APP
574
Avantax Planning Partners
Iowa
$278K – – –
EPA
575
Element Pointe Advisors
Florida
$278K +$278K +5,066 New
21 22
23
24 25