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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
826
Lifeworks Advisors
Michigan
$491K +$487K +9,605 New
HFAS
827
Hummer Financial Advisory Services
Illinois
$491K – – –
BAMG
828
Brand Asset Management Group
Missouri
$486K +$41.3K +815 +9%
AWM
829
Act Wealth Management
Texas
$486K +$481K +9,500 New
USCWA
830
U.S. Capital Wealth Advisors
Texas
$483K -$45.2K -892 -9%
SAM
831
Sawgrass Asset Management
Florida
$483K +$200K +3,940 +72%
SC
832
Sinecera Capital
Texas
$480K +$476K +9,389 New
HI
833
Hudock Inc
Pennsylvania
$478K – – –
DADC
834
D.A. Davidson & Co
Montana
$475K +$232K +4,584 +97%
HWA
835
HCR Wealth Advisors
California
$475K – – –
GSWM
836
Greenup Street Wealth Management
Michigan
$475K +$57.7K +1,139 +14%
HBT
837
Hills Bank & Trust
Iowa
$474K +$470K +9,275 New
RT
838
Rockland Trust
Massachusetts
$474K – – –
NHC
839
Nicholas Hoffman & Company
Georgia
$471K +$63.3K +1,249 +16%
PCIG
840
Partners Capital Investment Group
Massachusetts
$466K +$1.01K +20 +0.2%
SWM
841
Seaside Wealth Management
California
$461K – – –
RWB
842
RMR Wealth Builders
New Jersey
$461K – – –
AWP
843
Ascent Wealth Partners
New York
$454K -$65.4K -1,291 -13%
RBFC
844
Roman Butler Fullerton & Co
Missouri
$454K +$201K +3,962 +80%
AWM
845
Accurate Wealth Management
Florida
$453K -$12.9K -255 -3%
D
846
Diversified
Delaware
$447K -$66.7K -1,316 -13%
DE
847
Diversified Enterprises
Delaware
$447K +$443K +8,737 New
HWM
848
Horizons Wealth Management
North Carolina
$435K – – –
WG
849
Wealth Group
North Carolina
$435K -$4.26K -84 -1%
BWA
850
BlueChip Wealth Advisors
Georgia
$432K +$68.6K +1,353 +19%
32 33
34
35 36