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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
651
Evolution Wealth Advisors
Florida
$1.6M +$73.3K +1,458 +5%
LCC
652
Lincoln Capital Corp
Rhode Island
$1.6M +$31.2K +621 +2%
EP
653
EPIQ Partners
Minnesota
$1.59M -$14.9K -297 -0.9%
FA
654
FC Advisory
Pennsylvania
$1.59M -$23.4K -465 -1%
PFM
655
Phillips Financial Management
Indiana
$1.58M -$538K -10,705 -25%
HOWA
656
Hudson Oak Wealth Advisory
New Jersey
$1.56M -$16.3K -324 -1%
RWC
657
Rare Wolf Capital
Washington
$1.55M +$65K +1,293 +4%
HFO
658
Heritage Family Offices
Arizona
$1.54M +$466K +9,276 +44%
PEWA
659
Pacific Excel Wealth Advisors
California
$1.54M +$1.53M +30,427 New
CF
660
Cyr Financial
Illinois
$1.53M +$120K +2,390 +9%
IW
661
Integrated Wealthcare
North Carolina
$1.52M +$24.4K +485 +2%
LWM
662
LJI Wealth Management
Indiana
$1.52M +$26.7K +531 +2%
SFS
663
Strategic Financial Services
New York
$1.5M – – –
HAG
664
HighPoint Advisor Group
Illinois
$1.5M -$1.23M -24,397 -45%
FA
665
Fiduciary Alliance
South Carolina
$1.5M – – –
NAM
666
NorthCrest Asset Manangement
Minnesota
$1.49M +$147K +2,916 +11%
OWA
667
Oak Wealth Advisors
Illinois
$1.49M -$10.1K -200 -0.7%
CPA
668
Compass Planning Associates
Massachusetts
$1.49M +$612K +12,173 +71%
SAM
669
SP Asset Management
California
$1.48M -$524K -10,428 -26%
IPW
670
Intergy Private Wealth
Colorado
$1.48M +$28.2K +562 +2%
CFM
671
Cornerstone Financial Management
Massachusetts
$1.48M -$6.83K -136 -0.5%
BIM
672
Breakwater Investment Management
Washington
$1.48M +$80.3K +1,597 +6%
CIA
673
Compass Ion Advisors
Pennsylvania
$1.47M +$158K +3,146 +12%
AFP
674
Advus Financial Partners
Florida
$1.46M +$606K +12,053 +72%
SP
675
SmartHarvest Portfolios
Washington
$1.46M +$21.4K +426 +2%
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