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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
901
Accredited Investors
Minnesota
$272K +$273K +5,379 New
LSA
902
Lansing Street Advisors
Pennsylvania
$271K +$37.7K +744 +16%
FIC
903
Family Investment Center
Missouri
$270K +$760 +15 +0.3%
1WA
904
180 Wealth Advisors
Washington
$269K -$10.1K -200 -4%
BAG
905
Bridgewealth Advisory Group
California
$269K – – –
KCM
906
Kanawha Capital Management
Virginia
$265K +$27.5K +542 +12%
MWM
907
Modern Wealth Management
Kansas
$265K +$265K +5,229 New
FF
908
Financial Futures
New Jersey
$264K +$265K +5,219 New
FFM
909
Forum Financial Management
Illinois
$263K +$39.3K +776 +18%
WRPWM
910
Werba Rubin Papier Wealth Management
California
$261K +$262K +5,167 New
WA
911
Wealthstream Advisors
New York
$261K +$22.3K +440 +9%
LRWA
912
Long Run Wealth Advisors
New York
$261K – – –
SMC
913
Smith, Moore & Co
Missouri
$259K – – –
HSG
914
Helen Stephens Group
Texas
$259K +$203 +4 +0.1%
SRC
915
Shufro Rose & Co
New York
$257K -$6.84K -135 -3%
DWM
916
Dakota Wealth Management
Florida
$257K -$79.5K -1,569 -24%
RWM
917
RKL Wealth Management
Pennsylvania
$257K +$1.11K +22 +0.4%
PI
918
PFG Investments
New York
$256K +$5.68K +112 +2%
SFG
919
Sather Financial Group
Texas
$255K +$256K +5,043 New
WCA
920
Waypoint Capital Advisors
Minnesota
$252K – – –
NCM
921
Northland Capital Management
Minnesota
$251K – – –
MCCA
922
Mill Creek Capital Advisors
Pennsylvania
$250K – – –
RVPG
923
Relative Value Partners Group
$250K – – –
RBFC
924
Roman Butler Fullerton & Co
Missouri
$249K +$252K +4,975 New
IIC
925
Ironwood Investment Counsel
Arizona
$248K +$248K +4,898 New
35 36
37
38 39