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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
776
Narus Financial Partners
Utah
$611K – – –
LCWP
777
Legacy Capital Wealth Partners
Arkansas
$611K +$5.68K +112 +0.9%
RFG
778
RFP Financial Group
Georgia
$605K +$2.03K +40 +0.3%
DL
779
DOHJ LLC
Washington
$604K -$667K -13,171 -53%
IF
780
Intrua Financial
Texas
$600K -$152 -3 -0%
GKIM
781
GW&K Investment Management
Massachusetts
$600K +$595K +11,745 New
MIAS
782
Mason Investment Advisory Services
Virginia
$589K +$46.9K +926 +9%
MWA
783
Merkkuri Wealth Advisors
New York
$585K +$10.2K +202 +2%
EFS
784
Essex Financial Services
Connecticut
$578K – – –
KFP
785
Keener Financial Planning
Texas
$577K +$14.6K +289 +3%
GIA
786
Goodwin Investment Advisory
Georgia
$577K -$963 -19 -0.2%
SAI
787
Savvy Advisors Inc
New York
$570K -$64.8K -1,278 -10%
LA
788
LM Advisors
California
$570K – – –
CT
789
Caldwell Trust
Florida
$565K +$390K +7,700 +230%
CCMI
790
Creative Capital Management Investments
California
$561K -$338K -6,676 -38%
HI
791
Hendershot Investments
Virginia
$559K – – –
KWS
792
Keystone Wealth Services
California
$549K +$544K +10,733 New
FFM
793
Forum Financial Management
Illinois
$546K +$278K +5,482 +105%
MWM
794
Mission Wealth Management
California
$537K -$116K -2,280 -18%
MIM
795
Moseley Investment Management
Florida
$537K -$29K -573 -5%
BCA
796
Bray Capital Advisors
Florida
$536K – – –
CFMC
797
Curbstone Financial Management Corp
New Hampshire
$534K – – –
BMC
798
Bear Mountain Capital
Washington
$533K -$75.7K -1,493 -12%
HFA
799
Highland Financial Advisors
New Jersey
$532K -$1.56M -30,748 -75%
AFP
800
Ausdal Financial Partners
Iowa
$532K +$213K +4,209 +68%
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