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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
676
Lebenthal Global Advisors
New York
$886K -$75K -1,480 -8%
LIG
677
Lokken Investment Group
Delaware
$886K +$48.7K +961 +6%
PP
678
Prosperity Planning
Missouri
$886K -$1.07M -21,069 Closed
KAM
679
Kraft Asset Management
Tennessee
$884K – – –
BC
680
Burney Company
Virginia
$882K +$55.9K +1,104 +7%
SIG
681
Sargent Investment Group
Maryland
$876K -$16.2K -319 -2%
EWA
682
Encompass Wealth Advisors
Oregon
$870K -$40.5K -800 -4%
OFG
683
Orcam Financial Group
California
$868K -$608 -12 -0.1%
TF
684
Tenon Financial
New Jersey
$867K -$12.1K -239 -1%
PFS
685
Prospect Financial Services
New York
$861K +$16.4K +323 +2%
SEP
686
Southland Equity Partners
Missouri
$859K – – –
UCFA
687
United Capital Financial Advisors
Texas
$855K -$32.2K -636 -4%
FWM
688
Fairhaven Wealth Management
Illinois
$854K -$68.4K -1,350 -7%
LC
689
Landaas & Company
Wisconsin
$854K +$70K +1,381 +9%
PCS
690
Private Client Services
Kentucky
$846K +$358K +7,060 +74%
LL
691
LPWM LLC
Minnesota
$845K -$3.65K -72 -0.4%
HIGP
692
Hill Investment Group Partners
Missouri
$839K +$2.79K +55 +0.3%
AR
693
Apeiron RIA
Texas
$829K +$4.87K +96 +0.6%
GT
694
Glenview Trust
Kentucky
$822K +$251K +4,957 +45%
KBFS
695
Kohmann Bosshard Financial Services
Ohio
$822K +$49.4K +974 +6%
AA
696
Advisory Alpha
Michigan
$818K -$811 -16 -0.1%
RFN
697
RDA Financial Network
Iowa
$817K – – –
FAIM
698
Financial Advocates Investment Management
Washington
$815K +$205K +4,050 +34%
TW
699
Towerpoint Wealth
California
$809K – – –
CFGSD
700
Compass Financial Group (South Dakota)
South Dakota
$807K +$104K +2,049 +15%
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29 30