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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
751
Private Wealth Asset Management
Iowa
$821K +$12.4K +252 +2%
DADC
752
D.A. Davidson & Co
Montana
$818K -$39.4K -801 -5%
KBFS
753
Kohmann Bosshard Financial Services
Ohio
$816K -$300K -6,109 -27%
CGPCS
754
Capital Group Private Client Services
California
$815K +$800K +16,285 New
CPWM
755
Cypress Point Wealth Management
Texas
$815K – – –
FHC
756
First Heartland Consultants
Missouri
$807K +$352K +7,166 +80%
5W
757
5T Wealth
California
$804K +$789K +16,051 New
HPM
758
Hoxton Planning & Management
West Virginia
$803K +$276K +5,614 +54%
LIWM
759
Long Island Wealth Management
New York
$798K -$170K -3,466 -18%
IIA
760
Integrity Investment Advisors
Colorado
$796K +$570K +11,603 +271%
WW
761
Westshore Wealth
California
$794K +$779K +15,851 New
CIA
762
Compass Ion Advisors
Pennsylvania
$791K +$776K +15,796 New
EA
763
Evolution Advisers
Virginia
$790K -$4.33K -88 -0.6%
CPG
764
Cornerstone Planning Group
New Jersey
$787K +$767K +15,602 +7,501%
PAS
765
PKS Advisory Services
New York
$787K +$36.6K +744 +5%
WMR
766
Wealth Management Resources
Rhode Island
$786K -$25.1K -510 -3%
PI
767
PFG Investments
New York
$786K +$20.4K +416 +3%
PA
768
PFW Advisors
Georgia
$786K +$184K +3,751 +31%
SEIA
769
Signature Estate & Investment Advisors
California
$780K +$322K +6,544 +72%
RTC
770
Riverview Trust Company
Washington
$777K – – –
CMA
771
Cedar Mountain Advisors
Oregon
$777K – – –
WIA
772
Wetzel Investment Advisors
Indiana
$773K -$105K -2,138 -12%
PRP
773
Peak Retirement Planning
Ohio
$769K +$26.7K +544 +4%
AFPL
774
Advus Financial Partners, LLC
Florida
$769K -$6.29K -128 -0.8%
PFS
775
Prospect Financial Services
New York
$769K +$8.45K +172 +1%
29 30
31
32 33