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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
551
Opes Wealth Management
California
$863K +$186K +3,755 +26%
SWA
552
Sax Wealth Advisors
New Jersey
$852K +$5.55K +112 +0.6%
HWA
553
HHM Wealth Advisors
Tennessee
$851K +$174K +3,522 +25%
MNBTD
554
Moody National Bank Trust Division
Texas
$849K – – –
AA
555
Advisory Alpha
Michigan
$843K -$657K -13,259 -43%
LCC
556
Lincoln Capital Corp
Rhode Island
$840K +$7.13K +144 +0.8%
MCA
557
MSH Capital Advisors
Arizona
$835K -$69K -1,392 -7%
CCMI
558
Creative Capital Management Investments
California
$832K +$157K +3,172 +22%
LFG
559
Lockerman Financial Group
California
$827K +$221K +4,454 +35%
OFG
560
Orcam Financial Group
California
$817K – – –
FNWM
561
Financial Network Wealth Management
Utah
$810K – – –
IA
562
IFG Advisory
Georgia
$810K +$113K +2,290 +16%
SEP
563
Southland Equity Partners
Missouri
$809K – – –
HIGP
564
Hill Investment Group Partners
Missouri
$802K -$65.1K -1,315 -7%
LL
565
LPWM LLC
Minnesota
$798K +$220K +4,445 +36%
CB
566
Cadence Bank
Mississippi
$798K +$991 +20 +0.1%
ME
567
McIlrath & Eck
Washington
$798K +$28.3K +571 +4%
MFG
568
Merit Financial Group
Georgia
$796K -$3.93M -79,377 -83%
BRWA
569
B. Riley Wealth Advisors
Florida
$796K -$205K -4,148 -20%
EWA
570
EverSource Wealth Advisors
Alabama
$795K -$116K -2,346 -12%
HCM
571
Hollencrest Capital Management
California
$788K -$52K -1,049 -6%
NSIM
572
North Star Investment Management
Illinois
$783K -$40.7K -821 -5%
WT
573
Whittier Trust
California
$782K – – –
EWA
574
Encompass Wealth Advisors
Oregon
$780K -$39.6K -800 -5%
KAM
575
Kraft Asset Management
Tennessee
$779K – – –
21 22
23
24 25