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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
926
Peak Retirement Planning
Ohio
$417K -$103K -2,064 -20%
RDFA
927
Ritter Daniher Financial Advisory
Ohio
$417K – – –
PFA
928
Pathway Financial Advisors
Vermont
$415K +$419K +8,366 New
BWM
929
BCS Wealth Management
Tennessee
$414K – – –
CA
930
Clune & Associates
Illinois
$414K +$2.2K +44 +0.5%
NP
931
Nilsine Partners
Colorado
$413K -$26.2K -523 -6%
OAM
932
Occidental Asset Management
California
$412K +$87.6K +1,750 +27%
HIC
933
Holderness Investments Company
North Carolina
$409K – – –
CT
934
Colonial Trust
South Carolina
$408K +$211K +4,226 +106%
LFA
935
Level Financial Advisors
New York
$408K – – –
TWA
936
Trellis Wealth Advisors
California
$407K +$800 +16 +0.2%
NJIM
937
Nabity-Jensen Investment Management
Nebraska
$406K -$89.5K -1,789 -18%
IWN
938
Independent Wealth Network
Iowa
$402K +$26.1K +522 +7%
ECM
939
Elgethun Capital Management
South Dakota
$398K +$401K +8,011 New
BH
940
Burk Holdings
Oklahoma
$395K -$30.2K -604 -7%
CCA
941
Checchi Capital Advisers
California
$394K -$325K -6,504 -45%
PWA
942
Physician Wealth Advisors
Utah
$382K +$11.3K +225 +3%
WHCI
943
W.H. Cornerstone Investments
Massachusetts
$382K -$326K -6,508 -46%
KSWA
944
Kathleen S. Wright Associates
Pennsylvania
$379K -$350K -7,000 -48%
CA
945
Calton & Associates
Florida
$379K +$84.4K +1,687 +28%
SPFA
946
Summit Place Financial Advisors
New Jersey
$378K +$381K +7,625 New
ALA
947
Atlas Legacy Advisors
California
$378K -$89.4K -1,787 -19%
KFP
948
Keener Financial Planning
Texas
$378K -$222K -4,436 -37%
AWA
949
Acorn Wealth Advisors
Michigan
$375K +$97.1K +1,940 +35%
SWA
950
SFMG Wealth Advisors
Texas
$373K +$377K +7,526 New
36 37
38
39 40