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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
MIAS
751
Mason Investment Advisory Services
Virginia
$285K +$285K +5,677 New
KA
752
Kooman & Associates
Pennsylvania
$285K – – –
KFI
753
Key Financial Inc
Pennsylvania
$283K – – –
WIM
754
Westside Investment Management
California
$282K – – –
MLA
755
My Legacy Advisors
Oregon
$281K -$164K -3,258 -37%
CMBA
756
C.M. Bidwell & Associates
Hawaii
$280K – – –
SAM
757
Summit Asset Management
Tennessee
$279K – – –
KFGK
758
Keystone Financial Group (Kentucky)
Kentucky
$278K +$278K +5,537 New
BAMG
759
Brand Asset Management Group
Missouri
$278K +$26.8K +534 +11%
SAM
760
Sawgrass Asset Management
Florida
$276K – – –
MWA
761
Martel Wealth Advisors
Washington
$275K -$79.6K -1,584 -22%
SCA
762
Scott Capital Advisors
Oregon
$274K +$45.2K +900 +20%
BBNA
763
Bremer Bank National Association
Minnesota
$272K +$272K +5,408 New
IWP
764
IAG Wealth Partners
Wisconsin
$268K +$268K +5,333 New
BAG
765
Bridgewealth Advisory Group
California
$267K – – –
RFP
766
RCS Financial Planning
Maryland
$267K – – –
PIMG
767
Patriot Investment Management Group
Tennessee
$266K – – –
TIM
768
Total Investment Management
Arizona
$266K +$1.81K +36 +0.7%
FAFN
769
First Affirmative Financial Network
Colorado
$260K -$6.18K -123 -2%
OAM
770
Occidental Asset Management
California
$259K – – –
RC
771
Roundview Capital
New Jersey
$257K -$4.47K -89 -2%
MWM
772
Mission Wealth Management
California
$256K – – –
PCMC
773
Private Capital Management (Colorado)
Colorado
$256K +$256K +5,100 New
DWM
774
Dakota Wealth Management
Florida
$255K – – –
GLA
775
Good Life Advisors
Pennsylvania
$252K +$252K +5,022 New
29 30
31
32 33