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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
901
180 Wealth Advisors
Washington
$281K +$38.7K +790 +17%
DI
902
Disciplined Investments
Oklahoma
$280K -$293K -5,985 -52%
CAMG
903
CWA Asset Management Group
Florida
$278K -$52.9K -1,078 -17%
PW
904
Peninsula Wealth
California
$278K -$135K -2,745 -34%
SL
905
SFM LLC
New Hampshire
$276K +$265K +5,406 New
MWA
906
Martel Wealth Advisors
Washington
$275K -$21.1K -431 -7%
TIM
907
Total Investment Management
Arizona
$275K +$2.65K +54 +1%
SFG
908
Sovereign Financial Group
Connecticut
$273K -$24K -490 -8%
JFG
909
JMG Financial Group
Illinois
$273K +$262K +5,345 New
BAG
910
Bridgewealth Advisory Group
California
$271K – – –
FIC
911
Family Investment Center
Missouri
$271K +$261K +5,313 New
CAC
912
Certified Advisory Corp
Florida
$270K +$260K +5,298 New
NYLIM
913
New York Life Investment Management
New York
$269K +$258K +5,260 New
LRWA
914
Long Run Wealth Advisors
New York
$263K +$12.3K +250 +5%
SMC
915
Smith, Moore & Co
Missouri
$262K -$45.7K -932 -15%
HSG
916
Helen Stephens Group
Texas
$261K +$251K +5,109 New
WCP
917
Wick Capital Partners
Pennsylvania
$260K – – –
RWM
918
RKL Wealth Management
Pennsylvania
$258K +$2.99K +61 +1%
CBOR
919
Community Bank of Raymore
Missouri
$258K -$32.5K -662 -12%
TNA
920
True North Advisors
Texas
$255K +$244K +4,986 New
WCA
921
Waypoint Capital Advisors
Minnesota
$254K -$1.32K -27 -0.5%
NCM
922
Northland Capital Management
Minnesota
$253K – – –
MCCA
923
Mill Creek Capital Advisors
Pennsylvania
$252K -$17.4K -354 -7%
PI
924
PFG Investments
New York
$252K -$129K -2,628 -35%
ICG
925
InterOcean Capital Group
Tennessee
$252K -$26.9K -548 -10%
35 36
37
38 39