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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
WPG Advisers
Maryland
$887K -$222K -4,429 -20%
SPC
727
Sigma Planning Corp
Michigan
$886K +$86.7K +1,732 +11%
ATC
728
Argent Trust Co
Tennessee
$884K +$31K +619 +4%
RFP
729
Root Financial Partners
California
$872K +$215K +4,298 +32%
UCFA
730
United Capital Financial Advisors
Texas
$871K -$2.75M -54,922 -76%
WFS
731
WealthGarden F.S.
California
$868K -$14.4K -287 -2%
KAM
732
Kraft Asset Management
Tennessee
$866K +$8.01K +160 +0.9%
APA
733
Astoria Portfolio Advisors
New York
$863K +$118K +2,360 +15%
MAM
734
MMA Asset Management
Pennsylvania
$856K – – –
SWP
735
ShoreHaven Wealth Partners
New Jersey
$851K -$119K -2,385 -12%
RFW
736
Rainier Family Wealth
Washington
$851K +$858K +17,151 New
PP
737
Prosperity Planning
Missouri
$849K – – –
EWA
738
Encompass Wealth Advisors
Oregon
$845K – – –
LCC
739
Lincoln Capital Corp
Rhode Island
$840K -$34.3K -685 -4%
LA
740
Legacy Advisors
Pennsylvania
$840K +$847K +16,922 New
ACS
741
Archford Capital Strategies
Illinois
$836K -$256K -5,116 -23%
EWA
742
Elevate Wealth Advisory
Georgia
$835K +$51.4K +1,027 +6%
SEP
743
Southland Equity Partners
Missouri
$834K – – –
USCWA
744
U.S. Capital Wealth Advisors
Texas
$829K -$43.9K -878 -5%
EWM
745
EPG Wealth Management
Georgia
$813K +$105K +2,098 +15%
WMR
746
Wealth Management Resources
Rhode Island
$805K -$50K -1,000 -6%
STFP
747
Signal Tree Financial Partners
Ohio
$801K -$117K -2,344 -13%
OFG
748
Orcam Financial Group
California
$801K -$41.3K -826 -5%
BDFN
749
Bond & Devick Financial Network
Minnesota
$796K +$40.5K +809 +5%
DI
750
Disciplined Investments
Oklahoma
$794K +$345K +6,900 +76%
28 29
30
31 32