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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
901
Lynx Investment Advisory
District of Columbia
$298K +$298K +5,956 New
WCP
902
Wick Capital Partners
Pennsylvania
$297K +$296K +5,920 New
FFG
903
Frisch Financial Group
New York
$296K -$400 -8 -0.1%
CA
904
Calton & Associates
Florida
$295K +$16.9K +337 +6%
TGAM
905
TBH Global Asset Management
Tennessee
$293K -$817K -16,322 -74%
CIC
906
Cutler Investment Counsel
Oregon
$292K -$26.8K -536 -8%
FAFN
907
First Affirmative Financial Network
Colorado
$291K -$15.5K -309 -5%
FCFC
908
First Citizens Financial Corp
Iowa
$288K – – –
OAM
909
Occidental Asset Management
California
$288K +$288K +5,747 New
AP
910
Atwood & Palmer
Missouri
$285K +$285K +5,691 New
1WA
911
180 Wealth Advisors
Washington
$284K +$15.5K +310 +6%
KFI
912
Key Financial Inc
Pennsylvania
$282K – – –
SEM
913
Strategic Equity Management
Arizona
$282K +$282K +5,631 New
WIM
914
Westside Investment Management
California
$281K – – –
AUB
915
Atlantic Union Bankshares
Virginia
$278K +$277K +5,542 New
WA
916
Wealthstream Advisors
New York
$276K +$17.8K +356 +7%
MWM
917
Mascoma Wealth Management
New Hampshire
$276K – – –
SAM
918
Sawgrass Asset Management
Florida
$276K – – –
FIC
919
Family Investment Center
Missouri
$272K +$5K +100 +2%
SL
920
SFM LLC
New Hampshire
$271K – – –
AI
921
Accredited Investors
Minnesota
$270K – – –
CFO
922
CVA Family Office
Colorado
$269K +$115K +2,296 +75%
CWM
923
Cranbrook Wealth Management
Michigan
$268K +$68K +1,360 +34%
BAG
924
Bridgewealth Advisory Group
California
$266K – – –
SFG
925
Sovereign Financial Group
Connecticut
$264K -$18.7K -373 -7%
35 36
37
38 39