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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
801
FSM Wealth Advisors
Ohio
$526K +$55.5K +1,095 +12%
AWS
802
Aspen Wealth Strategies
Colorado
$524K -$10.1K -200 -2%
WMR
803
Wealth Management Resources
Rhode Island
$522K -$82.8K -1,634 -14%
VP
804
Verum Partners
North Carolina
$521K +$27.3K +538 +6%
LSAG
805
Lake Street Advisors Group
New Hampshire
$520K +$71.6K +1,413 +16%
CWM
806
Cranbrook Wealth Management
Michigan
$517K +$242K +4,771 +89%
FHC
807
First Heartland Consultants
Missouri
$515K -$596K -11,768 -54%
CFFP
808
Center for Financial Planning
Michigan
$514K – – –
CAC
809
Certified Advisory Corp
Florida
$513K +$43.1K +850 +9%
RSWA
810
Robinson Smith Wealth Advisors
Maine
$513K -$28.2K -557 -5%
NJIM
811
Nabity-Jensen Investment Management
Nebraska
$512K -$5.98K -118 -1%
FIA
812
Foundations Investment Advisors
Arizona
$510K +$296K +5,837 +141%
BFA
813
Bright Financial Advisors
Michigan
$507K -$36.8K -727 -7%
KP
814
Keel Point
Alabama
$507K – – –
TCG
815
Transcendent Capital Group
Oklahoma
$507K +$4.81K +95 +1%
TGAM
816
TBH Global Asset Management
Tennessee
$506K +$205K +4,054 +69%
SCI
817
Silver Coast Investments
United States
$506K +$760 +15 +0.2%
GS
818
GTS Securities
Florida
$502K +$498K +9,820 New
FFS
819
Founders Financial Securities
Maryland
$497K -$85.4K -1,685 -15%
HI
820
Horizon Investments
North Carolina
$494K -$85.4K -1,685 -15%
AAS
821
Annex Advisory Services
Wisconsin
$494K +$2.28K +45 +0.5%
TCM
822
Traynor Capital Management
Pennsylvania
$494K -$24K -474 -5%
AWM
823
AE Wealth Management
Kansas
$494K -$554K -10,926 -53%
SPI
824
Sutton Place Investors
New York
$492K -$507 -10 -0.1%
CPSC
825
Carl P. Sherr & Co
Massachusetts
$492K +$39.8K +785 +9%
31 32
33
34 35