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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
726
Lansing Street Advisors
Pennsylvania
$726K -$26.3K -518 -4%
SSWM
727
Sheets Smith Wealth Management
North Carolina
$725K +$719K +14,189 New
MWA
728
Moser Wealth Advisors
Washington
$721K – – –
BBA
729
Braun-Bostich & Associates
Pennsylvania
$714K +$60K +1,183 +9%
EWS
730
Eagle Wealth Strategies
New Jersey
$712K +$2.23K +44 +0.3%
SAM
731
S.A. Mason
Michigan
$704K – – –
BP
732
BWM Planning
Texas
$704K +$698K +13,767 New
AFGAS
733
Allegiance Financial Group Advisory Services
Virginia
$700K -$111K -2,188 -14%
BIM
734
Breakwater Investment Management
Washington
$696K – – –
SMA
735
Sage Mountain Advisors
Georgia
$696K +$690K +13,609 New
NC
736
NewSquare Capital
Pennsylvania
$692K -$59.4K -1,172 -8%
GFWA
737
Grey Fox Wealth Advisors
Delaware
$690K -$256K -5,056 -27%
IWA
738
Icon Wealth Advisors
Texas
$689K +$481K +9,486 +237%
MWP
739
Madison Wealth Partners
Wisconsin
$687K +$9.93K +196 +1%
ZF
740
Zhang Financial
Michigan
$687K +$1.42K +28 +0.2%
NW
741
NewEdge Wealth
Pennsylvania
$686K +$179K +3,531 +36%
CCFM
742
Clear Creek Financial Management
Washington
$684K +$70K +1,381 +12%
BF
743
Blankinship & Foster
California
$678K +$5.17K +102 +0.8%
RFP
744
Root Financial Partners
California
$676K +$670K +13,228 New
ML
745
Mayport LLC
Massachusetts
$676K -$31.9K -630 -5%
UAG
746
United Advisor Group
Ohio
$671K -$160K -3,151 -19%
DFA
747
DHJJ Financial Advisors
Illinois
$670K -$98.6K -1,945 -13%
WOSD
748
WFA of San Diego
California
$668K +$47.7K +942 +8%
BFP
749
Brewster Financial Planning
New York
$665K +$182K +3,590 +38%
WMA
750
West Michigan Advisors
Michigan
$663K +$862 +17 +0.1%
28 29
30
31 32