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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1026
Birch Financial Group
New Hampshire
$480K +$66.2K +1,318 +16%
EFP
1027
EnRich Financial Partners
Wisconsin
$479K +$48.7K +969 +11%
AL
1028
ARWA LLC
Texas
$479K +$187K +3,714 +64%
KF
1029
Krilogy Financial
Missouri
$477K +$704 +14 +0.1%
WCFA
1030
Walkner Condon Financial Advisors
Wisconsin
$476K +$101 +2 +0%
AP
1031
Anchyra Partners
Georgia
$476K – – –
ML
1032
Mayport LLC
Massachusetts
$472K – – –
HWA
1033
HCR Wealth Advisors
California
$472K – – –
JIC
1034
Johnson Investment Counsel
Ohio
$469K -$431K -8,570 -48%
AIP
1035
Ameritas Investment Partners
Nebraska
$469K -$4.37K -87 -0.9%
AC
1036
Avestar Capital
New York
$467K +$101 +2 +0%
QFPS
1037
Quantum Financial Planning Services
Washington
$463K -$30.7K -611 -6%
APWM
1038
Argonautica Private Wealth Management
Massachusetts
$462K – – –
TW
1039
Traveka Wealth
California
$461K +$24.1K +480 +6%
LC
1040
Landaas & Company
Wisconsin
$460K -$174K -3,461 -28%
WCM
1041
Winebrenner Capital Management
Kentucky
$458K +$455K +9,047 New
EIP
1042
Ellis Investment Partners
Pennsylvania
$457K +$3.62K +72 +0.8%
OA
1043
Operose Advisors
Wisconsin
$457K +$454K +9,030 New
NIWA
1044
New Insight Wealth Advisors
California
$457K -$56K -1,115 -11%
GWMIA
1045
Global Wealth Management Investment Advisory
Florida
$454K +$123K +2,439 +37%
MPWT
1046
MassMutual Private Wealth & Trust
Connecticut
$451K +$1.11K +22 +0.2%
PVI
1047
Pine Valley Investments
New Jersey
$451K +$79.5K +1,583 +22%
NFP
1048
Narus Financial Partners
Utah
$448K -$20.1K -400 -4%
TAM
1049
Titleist Asset Management
Texas
$443K -$191K -3,795 -30%
AP
1050
Appleton Partners
Massachusetts
$443K +$440K +8,765 New
40 41
42
43 44