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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
951
Forum Financial Management
Illinois
$226K +$3.48K +71 +2%
WCFA
952
Walkner Condon Financial Advisors
Wisconsin
$226K +$217K +4,429 New
SAM
953
Secure Asset Management
Michigan
$226K +$217K +4,424 New
RWI
954
Red Wave Investments
Pennsylvania
$225K -$945K -19,267 -81%
PFM
955
Peak Financial Management
Massachusetts
$224K +$215K +4,380 New
NFG
956
Northeast Financial Group
Pennsylvania
$223K -$30K -611 -12%
EFG
957
Embree Financial Group
Illinois
$223K +$214K +4,363 New
BTWM
958
Baker Tilly Wealth Management
Wisconsin
$223K -$48.4K -988 -18%
GA
959
Greenspring Advisors
Maryland
$223K – – –
MFG
960
MidWestOne Financial Group
Iowa
$220K -$28.3K -578 -12%
SP
961
Successful Portfolios
Florida
$218K -$37.5K -765 -15%
CWAG
962
Compton Wealth Advisory Group
Virginia
$218K – – –
LB
963
Legacy Bridge
Iowa
$216K +$208K +4,235 New
HSWM
964
Hubbell Strickland Wealth Management
Louisiana
$216K -$67K -1,367 -24%
YIA
965
YHB Investment Advisors
Connecticut
$215K – – –
SMA
966
Seven Mile Advisory
New Jersey
$215K +$207K +4,213 New
WA
967
Waverly Advisors
Alabama
$210K +$201K +4,106 New
AWM
968
Act Wealth Management
Texas
$209K +$201K +4,100 New
WMA
969
Wealth Management Associates
New Jersey
$208K -$49K -1,000 -20%
SPI
970
Sutton Place Investors
New York
$208K +$200K +4,075 New
SSWM
971
Sheets Smith Wealth Management
North Carolina
$207K +$199K +4,053 New
NAMNJ
972
NorthStar Asset Management (New Jersey)
New Jersey
$206K +$198K +4,030 New
BEW
973
Burton Enright Welch
California
$205K +$197K +4,020 New
WAM
974
Walker Asset Management
Missouri
$204K +$196K +4,000 New
CCA
975
Clearwater Capital Advisors
Illinois
$204K +$196K +3,990 New
37 38
39
40 41