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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1101
Compass Capital Corp
Massachusetts
$211K -$51.6K -1,032 -19%
NLWP
1102
Next Level Wealth Planning
Idaho
$211K +$212K +4,243 New
CCM
1103
Colorado Capital Management
Colorado
$209K +$210K +4,203 New
SL
1104
SWMG LLC
Texas
$206K -$31.3K -625 -13%
AFG
1105
Albion Financial Group
Utah
$203K – – –
HWM
1106
Howard Wealth Management
Connecticut
$202K -$5.45K -109 -3%
GWMR
1107
GC Wealth Management RIA
Massachusetts
$202K -$403K -8,065 -67%
SNB
1108
Security National Bank
Nebraska
$201K +$196K +3,918 +2,799%
YIA
1109
YHB Investment Advisors
Connecticut
$200K +$202K +4,036 New
OWP
1110
ORG Wealth Partners
Texas
$199K -$66.3K -1,326 -25%
FP
1111
Financial Perspectives
Minnesota
$182K – – –
RF
1112
Robinswood Financial
Washington
$176K – – –
AT
1113
Arlington Trust
Alabama
$166K – – –
VCM
1114
Versant Capital Management
Arizona
$165K +$600 +12 +0.4%
HI
1115
Hendershot Investments
Virginia
$164K – – –
WT
1116
Whittier Trust
California
$164K – – –
LFA
1117
LGT Financial Advisors
Texas
$164K +$65.9K +1,317 +66%
SIM
1118
Synergy Investment Management
Florida
$163K -$2.9K -58 -2%
BI
1119
Binnacle Investments
Iowa
$163K +$164K +3,284 New
SWC
1120
Spectrum Wealth Counsel
Indiana
$158K – – –
VWWMG
1121
Vermillion & White Wealth Management Group
Pennsylvania
$154K +$111K +2,224 +251%
SSB
1122
Sandy Spring Bank
Maryland
$152K +$1.2K +24 +0.8%
AA
1123
Addison Advisors
Vermont
$152K -$14.8K -295 -9%
IAS
1124
IMA Advisory Services
Colorado
$148K +$150K +2,992 New
1L
1125
10Elms LLP
Oklahoma
$140K +$142K +2,830 New
43 44
45
46 47