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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
Evolution Wealth Advisors
Florida
$1.65M – – –
DWM
602
DeLarme Wealth Management
California
$1.65M +$1.65M +32,715 New
ZF
603
Zhang Financial
Michigan
$1.64M +$1.04M +20,679 +175%
MA
604
Mutual Advisors
Nebraska
$1.63M +$44.3K +880 +3%
TWM
605
TSA Wealth Management
Texas
$1.63M +$18.3K +364 +1%
EFG
606
Everhart Financial Group
Ohio
$1.61M -$3.77K -75 -0.2%
RWM
607
Rialto Wealth Management
New York
$1.6M -$510K -10,144 -24%
FAG
608
Financial Architects (Georgia)
Georgia
$1.59M +$15.8K +315 +1%
CWM
609
Curtis Wealth Management
Nevada
$1.57M +$1.57M +31,117 New
HOWA
610
Hudson Oak Wealth Advisory
New Jersey
$1.56M +$1.57M +31,113 New
FCH
611
Freestone Capital Holdings
Washington
$1.56M -$17.1K -340 -1%
OWA
612
Oak Wealth Advisors
Illinois
$1.56M -$143K -2,843 -8%
CSPIA
613
Cary Street Partners Investment Advisory
Virginia
$1.56M +$1.52M +30,111 +3,361%
ACG
614
Allen Capital Group
Nebraska
$1.55M +$272K +5,403 +21%
BWM
615
Bernicke Wealth Management
Wisconsin
$1.54M +$1.54M +30,675 New
FA
616
FC Advisory
Pennsylvania
$1.54M +$472K +9,390 +44%
CFM
617
Cornerstone Financial Management
Massachusetts
$1.54M +$1.54M +30,584 New
LCC
618
Lincoln Capital Corp
Rhode Island
$1.52M +$557K +11,079 +58%
HWM
619
HB Wealth Management
Georgia
$1.51M -$9.91K -197 -0.7%
SFS
620
Strategic Financial Services
New York
$1.5M +$125K +2,488 +9%
LS
621
LCW Services
Virginia
$1.5M +$1.5M +29,765 New
CWM
622
Centurion Wealth Management
Virginia
$1.49M +$28.8K +572 +2%
IW
623
Integrated Wealthcare
North Carolina
$1.49M +$1.49M +29,553 New
GJIA
624
Glass Jacobson Investment Advisors
Maryland
$1.48M -$11.6K -230 -0.8%
BWP
625
Bernardo Wealth Planning
Pennsylvania
$1.48M +$36.7K +729 +3%
23 24
25
26 27