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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
701
ORG Partners
Indiana
$969K +$967K +19,795 New
EFA
702
Evernest Financial Advisors
Indiana
$966K +$57K +1,167 +6%
FF
703
Farrell Financial
New York
$962K +$13.2K +270 +1%
CWAF
704
Core Wealth Advisors (Florida)
Florida
$958K -$393K -8,042 -29%
BMC
705
Bear Mountain Capital
Washington
$956K – – –
HCM
706
Hengehold Capital Management
Ohio
$956K -$11M -225,892 -92%
HFS
707
Heritage Financial Services
Massachusetts
$954K -$286K -5,863 -23%
LIWM
708
Long Island Wealth Management
New York
$952K -$45.7K -935 -5%
AIS
709
Accredited Investor Services
Minnesota
$947K -$1.68M -34,345 -64%
CST
710
Charles Schwab Trust
Nevada
$947K – – –
MFG
711
MidWestOne Financial Group
Iowa
$947K – – –
REMPR
712
Roof Eidam Maycock Peralta (REMP)
California
$946K -$10K -205 -1%
RIG
713
RiverFront Investment Group
Virginia
$941K -$159K -3,263 -15%
ATC
714
Argent Trust Co
Tennessee
$934K +$60.3K +1,235 +7%
WFA
715
Wells Financial Advisors
Massachusetts
$926K – – –
CFGSD
716
Compass Financial Group (South Dakota)
South Dakota
$925K -$134K -2,737 -13%
CG
717
CFO4Life Group
Texas
$921K +$1.66K +34 +0.2%
PFS
718
Prospera Financial Services
Texas
$916K -$337K -6,892 -27%
BF
719
Brucke Financial
Indiana
$913K -$9.67K -198 -1%
CF
720
Cyr Financial
Illinois
$909K +$461K +9,445 +104%
JBW
721
Journey Beyond Wealth
Georgia
$909K -$540K -11,056 -37%
SC
722
Sapient Capital
Indiana
$904K +$901K +18,438 New
FRA
723
Frank Rimerman Advisors
California
$903K +$49 +1 +0%
SMA
724
Sage Mountain Advisors
Georgia
$896K +$1.91K +39 +0.2%
PTC
725
Private Trust Company
Ohio
$895K -$87K -1,781 -9%
27 28
29
30 31