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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1001
Walkner Condon Financial Advisors
Wisconsin
$204K +$202K +3,988 New
CB
1002
Cadence Bank
Mississippi
$203K -$2.58K -51 -1%
GAA
1003
Guardian Asset Advisors
Pennsylvania
$202K +$200K +3,950 New
MFWP
1004
Mosaic Family Wealth Partners
Missouri
$202K +$200K +3,949 New
PS
1005
Planned Solutions
California
$196K +$194K +3,835 New
LI
1006
LRI Investments
Florida
$188K +$9.88K +195 +5%
GWSA
1007
Global Wealth Strategies & Associates
Colorado
$186K +$184K +3,624 +18,120%
WB
1008
Webster Bank
Connecticut
$182K – – –
RF
1009
Robinswood Financial
Washington
$181K – – –
IAIM
1010
International Assets Investment Management
Florida
$179K – – –
AA
1011
Addison Advisors
Vermont
$171K -$67.1K -1,325 -28%
AT
1012
Arlington Trust
Alabama
$171K – – –
VCM
1013
Versant Capital Management
Arizona
$168K +$21K +415 +14%
PFBT
1014
Parkside Financial Bank & Trust
Missouri
$165K -$5.98K -118 -4%
SWC
1015
Spectrum Wealth Counsel
Indiana
$163K – – –
BL
1016
BFSG LLC
California
$161K +$64.9K +1,280 +69%
OC
1017
Oakworth Capital
Alabama
$160K +$159K +3,139 New
FNWA
1018
Financial Network Wealth Advisors
Utah
$144K +$143K +2,818 New
BBPWM
1019
Blue Bell Private Wealth Management
Pennsylvania
$137K – – –
SSB
1020
Sandy Spring Bank
Maryland
$135K – – –
IAS
1021
IMA Advisory Services
Colorado
$133K +$132K +2,600 New
CI
1022
Cordant Inc
Oregon
$130K +$128K +2,535 New
DI
1023
DAGCO Inc
Ohio
$126K +$74.2K +1,465 +146%
SWA
1024
SOA Wealth Advisors
New York
$117K – – –
CTC
1025
Central Trust Company
Missouri
$117K +$116K +2,284 New
39 40
41
42 43