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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
776
RKL Wealth Management
Pennsylvania
$249K +$1.41K +28 +0.6%
NCM
777
Northland Capital Management
Minnesota
$249K – – –
FLPIM
778
F.L. Putnam Investment Management
Massachusetts
$247K +$247K +4,912 New
RFG
779
RFP Financial Group
Georgia
$246K +$1.66K +33 +0.7%
KCM
780
Kanawha Capital Management
Virginia
$246K – – –
MFG
781
MidWestOne Financial Group
Iowa
$245K -$26.6K -530 -10%
CS
782
Comerica Securities
Michigan
$241K – – –
CTA
783
Chesley Taft & Associates
Illinois
$241K -$10K -200 -4%
CAI
784
Capital Advisors Inc
Oklahoma
$239K +$239K +4,755 New
1WA
785
180 Wealth Advisors
Washington
$236K -$2.31K -46 -1%
CT
786
Caldwell Trust
Florida
$236K +$143K +2,847 +153%
HAS
787
HBW Advisory Services
California
$236K +$236K +4,695 New
SPWG
788
Syntegra Private Wealth Group
Missouri
$235K – – –
FP
789
Financial Perspectives
Minnesota
$233K -$290K -5,773 -55%
AWA
790
Archvest Wealth Advisors
California
$231K -$40.2K -800 -15%
FWIA
791
Fort Washington Investment Advisors
Ohio
$231K – – –
SP
792
Successful Portfolios
Florida
$230K -$352K -7,002 -60%
BWP
793
Baldwin Wealth Partners
Massachusetts
$230K – – –
SWA
794
Strategies Wealth Advisors
Michigan
$229K +$229K +4,563 New
SLA
795
Silver Lake Advisory
Utah
$226K +$1.56K +31 +0.7%
FANJ
796
Financial Architects (New Jersey)
New Jersey
$225K – – –
WWM
797
Wiser Wealth Management
Georgia
$222K +$222K +4,419 New
AWM
798
Act Wealth Management
Texas
$221K – – –
SW
799
SlateStone Wealth
Florida
$219K +$1.41K +28 +0.6%
GA
800
Greenspring Advisors
Maryland
$219K -$1.5M -29,942 -87%
30 31
32
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