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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
726
Burney Company
Virginia
$640K +$51.2K +1,045 +9%
MAM
727
MMA Asset Management
Pennsylvania
$632K -$68.9K -1,405 -10%
BMC
728
Bear Mountain Capital
Washington
$632K +$609K +12,428 New
WT
729
Washington Trust
Rhode Island
$628K – – –
AA
730
AlphaQ Advisors
Florida
$626K -$147K -2,998 -20%
LIG
731
Lokken Investment Group
Delaware
$623K +$315K +6,417 +111%
FF
732
Farrell Financial
New York
$619K +$632K +12,881 New
PHWM
733
Pine Harbor Wealth Management
Maryland
$617K +$593K +12,085 New
GSIS
734
Global Strategic Investment Solutions
Arizona
$616K -$19.8M -403,075 -97%
PG
735
Proffitt & Goodson
Tennessee
$612K +$64.2K +1,310 +12%
IF
736
Intrua Financial
Texas
$612K +$588K +11,982 New
TFM
737
Trademark Financial Management
Minnesota
$611K +$587K +11,965 New
KTA
738
Keeley-Teton Advisors
Illinois
$609K – – –
CWM
739
Certus Wealth Management
California
$608K – – –
WWA
740
WCG Wealth Advisors
Nevada
$600K -$32.7K -667 -5%
JJBC
741
James J. Burns & Company
New York
$597K +$58.3K +1,188 +11%
BCA
742
Bray Capital Advisors
Florida
$596K -$358K -7,295 -38%
PGA
743
Portland Global Advisors
Maine
$593K -$180K -3,675 -24%
HI
744
Horizon Investments
North Carolina
$582K -$16.2K -330 -3%
AWS
745
Aspen Wealth Strategies
Colorado
$578K -$66.8K -1,362 -11%
AWM
746
Avaii Wealth Management
Wisconsin
$570K -$108K -2,205 -16%
LA
747
LM Advisors
California
$569K +$547K +11,155 New
CB
748
Centennial Bank
Arkansas
$566K – – –
FFN
749
Focus Financial Network
Minnesota
$565K -$1.72M -34,999 -76%
CMBA
750
C.M. Bidwell & Associates
Hawaii
$563K +$268K +5,465 +98%
28 29
30
31 32