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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1176
Spinnaker Investment Group
California
$207K – – –
ACA
1177
Arsenal Capital Advisors
Pennsylvania
$206K +$206K +4,100 New
OWP
1178
ORG Wealth Partners
Texas
$206K +$5.03K +100 +3%
CWP
1179
Concord Wealth Partners
Virginia
$204K +$204K +4,051 New
OCA
1180
OpenArc Corporate Advisory
Georgia
$203K +$203K +4,044 New
FBB
1181
Fulton Breakefield Broenniman
Maryland
$202K -$252K -5,000 -55%
NFG
1182
Nations Financial Group
Iowa
$202K -$23.8K -473 -11%
SC
1183
Summa Corp
Texas
$201K +$201K +4,000 New
WWM
1184
Walser Wealth Management
Florida
$201K +$201K +3,997 New
CCA
1185
Conservest Capital Advisors
Pennsylvania
$200K +$200K +3,977 New
FP
1186
Financial Perspectives
Minnesota
$197K – – –
IAS
1187
IMA Advisory Services
Colorado
$196K +$45.1K +897 +30%
EB
1188
Eastern Bank
Massachusetts
$195K +$79.8K +1,586 +69%
AFG
1189
Albion Financial Group
Utah
$190K -$22K -437 -10%
FC
1190
Fairscale Capital
New Hampshire
$178K – – –
RF
1191
Robinswood Financial
Washington
$178K – – –
VWWMG
1192
Vermillion & White Wealth Management Group
Pennsylvania
$176K +$15K +298 +9%
VCM
1193
Versant Capital Management
Arizona
$174K +$4.28K +85 +3%
HIC
1194
Hamrick Investment Counsel
Washington
$170K +$170K +3,386 New
AT
1195
Arlington Trust
Alabama
$169K – – –
OP
1196
ORG Partners
Indiana
$166K +$153K +3,043 +1,179%
RLIM
1197
Red Lighthouse Investment Management
New York
$165K – – –
IAIM
1198
International Assets Investment Management
Florida
$149K +$149K +2,959 New
1L
1199
10Elms LLP
Oklahoma
$142K – – –
BF
1200
BOK Financial
Oklahoma
$142K +$142K +2,823 New
46 47
48
49 50