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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1151
Basecamp Wealth Advisors
Washington
$231K +$231K +4,597 New
LI
1152
LRI Investments
Florida
$231K +$19.3K +383 +9%
HIF
1153
Hill Island Financial
Michigan
$231K -$46.8K -930 -17%
PWS
1154
Pursuit Wealth Strategies
North Carolina
$230K +$230K +4,567 New
AA
1155
Armis Advisers
Georgia
$229K – – –
KCM
1156
Kanawha Capital Management
Virginia
$229K – – –
CNC
1157
Citizens & Northern Corp
Pennsylvania
$226K -$2.16K -43 -0.9%
IWB
1158
Innovative Wealth Building
Maryland
$226K +$2.42K +48 +1%
SA
1159
Sovran Advisors
California
$226K -$7.25K -144 -3%
HP
1160
Holistic Planning
Texas
$225K +$101 +2 +0%
CA
1161
Calton & Associates
Florida
$223K -$152K -3,016 -40%
UPS
1162
UHLMANN PRICE SECURITIES
Illinois
$223K +$2.52K +50 +1%
SL
1163
SFM LLC
New Hampshire
$223K – – –
1WA
1164
180 Wealth Advisors
Washington
$221K -$30.2K -600 -12%
TCM
1165
Thoma Capital Management
Maryland
$221K – – –
JFG
1166
JMG Financial Group
Illinois
$221K – – –
OFS
1167
Opus Financial Solutions
Illinois
$220K +$220K +4,374 New
SFS
1168
Sowell Financial Services
Arkansas
$220K +$220K +4,371 New
DCM
1169
Donaldson Capital Management
Indiana
$219K -$1.76K -35 -0.8%
DF
1170
Downshift Financial
Colorado
$218K +$217K +4,314 New
FOR
1171
Family Office Research
Maryland
$216K +$217K +4,305 New
MPI
1172
Mairs & Power Inc
Minnesota
$212K +$212K +4,211 New
FMN
1173
Financial Management Network
California
$211K +$1.76K +35 +0.8%
CCA
1174
Cora Capital Advisors
New Jersey
$210K +$210K +4,180 New
SP
1175
Successful Portfolios
Florida
$208K +$207K +4,109 New
45 46
47
48 49