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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1051
Axis Wealth Partners
Rhode Island
$255K +$257K +5,087 New
QFPS
1052
Quantum Financial Planning Services
Washington
$254K +$256K +5,063 New
AA
1053
Ancora Advisors
Ohio
$250K +$239K +4,734 +1,842%
BS
1054
Brighton Securities
New York
$249K +$251K +4,974 New
KFGG
1055
Keystone Financial Group (Georgia)
Georgia
$249K +$251K +4,967 New
WWM
1056
Whalen Wealth Management
Nevada
$248K +$250K +4,945 New
SWM
1057
SeaCrest Wealth Management
New York
$248K +$250K +4,943 New
NP
1058
NorthRock Partners
Minnesota
$247K +$21.7K +430 +10%
SFG
1059
Sovereign Financial Group
Connecticut
$247K -$13.3K -263 -5%
BAG
1060
Bridgewealth Advisory Group
California
$246K -$20.3K -401 -8%
SL
1061
SWMG LLC
Texas
$242K -$5.76K -114 -2%
GAM
1062
Grandview Asset Management
Pennsylvania
$241K +$243K +4,810 New
B
1063
Birchbrook
Maine
$237K – – –
KCM
1064
Kanawha Capital Management
Virginia
$235K -$27.4K -542 -10%
CW
1065
Cooksen Wealth
Texas
$235K +$4.3K +85 +2%
SPWG
1066
Syntegra Private Wealth Group
Missouri
$234K – – –
WAM
1067
Weatherly Asset Management
California
$233K – – –
AC
1068
Attessa Capital
Arizona
$231K +$233K +4,600 New
LNB
1069
Ledyard National Bank
$230K +$232K +4,596 New
EMC
1070
Everest Management Corp
California
$230K +$232K +4,586 New
WCFA
1071
Walkner Condon Financial Advisors
Wisconsin
$230K +$30.1K +595 +15%
WDG
1072
Wealth Dimensions Group
Ohio
$229K +$25.9K +512 +13%
LSC
1073
Logan Stone Capital
Illinois
$228K +$230K +4,550 New
WRPWM
1074
Werba Rubin Papier Wealth Management
California
$228K +$607 +12 +0.3%
MCCA
1075
Mill Creek Capital Advisors
Pennsylvania
$225K -$1.47K -29 -0.6%
41 42
43
44 45