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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
951
Empirical Wealth Management
Washington
$399K +$154K +3,047 +62%
GSWM
952
Golden State Wealth Management
California
$387K +$390K +7,724 New
IWN
953
Independent Wealth Network
Iowa
$380K +$2.12K +42 +0.6%
SWM
954
Seaside Wealth Management
California
$379K -$74.5K -1,473 -16%
PWM
955
Penobscot Wealth Management
Maine
$376K +$48.7K +964 +15%
P
956
Pitcairn
Pennsylvania
$375K +$378K +7,477 New
PWA
957
Physician Wealth Advisors
Utah
$375K +$1.62K +32 +0.4%
OBWG
958
Onyx Bridge Wealth Group
New York
$375K +$134K +2,649 +55%
AIA
959
Accelerate Investment Advisors
California
$374K +$27.8K +550 +8%
WTFG
960
Wood Tarver Financial Group
Idaho
$374K +$378K +7,478 New
RIM
961
Redwood Investment Management
Arizona
$372K +$102K +2,026 +38%
BIA
962
Bell Investment Advisors
California
$370K -$48.9K -967 -12%
MC
963
Moors & Cabot
Massachusetts
$369K – – –
CIM
964
Cambria Investment Management
California
$369K +$1.21K +24 +0.3%
VBFP
965
Valtinson Bruner Financial Planning
Minnesota
$369K – – –
HPM
966
Hoxton Planning & Management
West Virginia
$368K +$2.33K +46 +0.6%
LA
967
Lane & Associates
New Jersey
$368K -$575K -11,379 -61%
EWA
968
ERTS Wealth Advisors
Michigan
$368K -$10.1K -200 -3%
CB
969
Centennial Bank
Arkansas
$368K – – –
AG
970
Ascent Group
Virginia
$367K +$7.53K +149 +2%
WMN
971
Wealth Management Nebraska
Nebraska
$366K +$369K +7,296 New
SWM
972
Sterling Wealth Management
Illinois
$364K – – –
EFG
973
Erickson Financial Group
Pennsylvania
$364K -$3.39K -67 -0.9%
HWMO
974
Heritage Wealth Management (Ohio)
Ohio
$363K – – –
LRWA
975
Long Run Wealth Advisors
New York
$358K +$75.7K +1,498 +27%
37 38
39
40 41