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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1051
AllStreet Capital Advisors
California
$433K – – –
BH
1052
Burk Holdings
Oklahoma
$425K +$197K +3,912 +87%
MBFW
1053
Morton Brown Family Wealth
Pennsylvania
$425K +$120K +2,384 +40%
FWM
1054
FFT Wealth Management
Pennsylvania
$425K – – –
GKWIM
1055
Gerber Kawasaki Wealth & Investment Management
California
$423K -$2.51K -50 -0.6%
CCFM
1056
Clear Creek Financial Management
Washington
$421K +$111K +2,212 +36%
AFG
1057
Artesa Financial Group
Texas
$418K +$100K +1,993 +32%
HWMO
1058
Heritage Wealth Management (Ohio)
Ohio
$418K +$415K +8,265 New
KFGK
1059
Keystone Financial Group (Kentucky)
Kentucky
$416K +$201 +4 +0%
RIA
1060
Realta Investment Advisors
Delaware
$414K +$74.9K +1,490 +22%
BWS
1061
BCR Wealth Strategies
Alabama
$411K – – –
BRWA
1062
B. Riley Wealth Advisors
Florida
$410K +$91.8K +1,826 +29%
SAM
1063
Sawgrass Asset Management
Florida
$409K – – –
SL
1064
Sentinus LLC
Illinois
$408K -$1.27M -25,232 -76%
LIWM
1065
Long Island Wealth Management
New York
$407K -$34.5K -686 -8%
SSA
1066
Shepherd Street Advisors
California
$406K – – –
TF
1067
Tandem Financial
Colorado
$403K – – –
VAM
1068
Virtue Asset Management
Illinois
$402K +$105K +2,080 +35%
CPW
1069
Catalyst Private Wealth
California
$399K +$109K +2,163 +38%
NWM
1070
Navigoe Wealth Management
California
$398K – – –
WMR
1071
Wealth Management Resources
Rhode Island
$395K +$393K +7,811 New
CCFCSB
1072
Cape Cod Five Cents Savings Bank
Massachusetts
$395K +$392K +7,802 New
LSIA
1073
LaSalle St. Investment Advisors
Illinois
$392K -$51.7K -1,028 -12%
EFS
1074
Essex Financial Services
Connecticut
$384K -$4.92K -98 -1%
RCP
1075
Roan Capital Partners
Tennessee
$384K -$12.8K -255 -3%
41 42
43
44 45