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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1026
AllStreet Capital Advisors
California
$427K -$12.4K -245 -3%
EFP
1027
EnRich Financial Partners
Wisconsin
$424K +$40.5K +803 +10%
LWM
1028
LongView Wealth Management
Georgia
$424K +$61K +1,208 +17%
C
1029
Certuity
Florida
$422K +$427K +8,462 New
PF
1030
PlanVest Financial
Maryland
$421K +$427K +8,447 New
GKWIM
1031
Gerber Kawasaki Wealth & Investment Management
California
$420K +$91.2K +1,807 +27%
FWM
1032
FFT Wealth Management
Pennsylvania
$419K – – –
FCFC
1033
First Citizens Financial Corp
Iowa
$418K +$95.6K +1,894 +29%
HCM
1034
Hollencrest Capital Management
California
$418K – – –
KFGK
1035
Keystone Financial Group (Kentucky)
Kentucky
$410K +$101 +2 +0%
BFG
1036
Birch Financial Group
New Hampshire
$407K +$303 +6 +0.1%
BWS
1037
BCR Wealth Strategies
Alabama
$405K +$411K +8,130 New
SSA
1038
Shepherd Street Advisors
California
$403K – – –
SAM
1039
Sawgrass Asset Management
Florida
$403K – – –
IG
1040
IFS Group
Pennsylvania
$403K +$408K +8,072 New
LA
1041
Latitude Advisors
Florida
$402K +$28.4K +563 +8%
GW
1042
Graetz Wealth
Michigan
$399K +$404K +7,995 New
TF
1043
Tandem Financial
Colorado
$398K +$402K +7,969 New
QPWM
1044
Quadrant Private Wealth Management
Pennsylvania
$397K +$909 +18 +0.2%
SPI
1045
Sutton Place Investors
New York
$395K – – –
NWM
1046
Navigoe Wealth Management
California
$392K – – –
MC
1047
Moors & Cabot
Massachusetts
$391K +$36.8K +729 +10%
RCP
1048
Roan Capital Partners
Tennessee
$391K +$396K +7,840 New
PP
1049
Patron Partners
Texas
$390K – – –
SWGC
1050
Summit Wealth Group (Colorado)
Colorado
$390K +$117K +2,308 +42%
40 41
42
43 44