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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
101
1607 Capital Partners
Virginia
$3.23M +$3.26M +60,959 New
BWA
102
BDO Wealth Advisors
Florida
$3.21M +$200K +3,740 +7%
BC
103
Bartlett & Co
Ohio
$3.14M +$3.18M +59,348 New
BCWM
104
Bartlett & Co Wealth Management
Ohio
$3.14M -$101K -1,890 -3%
NG
105
Northstar Group
New York
$3.09M +$271K +5,067 +10%
GDP
106
Great Diamond Partners
Maine
$3.07M +$3.11M +58,045 New
PCWA
107
Pacific Capital Wealth Advisors
California
$3.07M -$409K -7,641 -12%
RGC
108
Roberts, Glore & Co
Illinois
$3.04M -$66.4K -1,240 -2%
LPWM
109
Lake Point Wealth Management
Texas
$2.94M -$64K -1,196 -2%
MWM
110
Merriman Wealth Management
Washington
$2.93M +$2.19M +40,850 +279%
A
111
AdvicePeriod
California
$2.88M +$345K +6,437 +13%
RJT
112
Raymond James Trust
Florida
$2.84M -$736K -13,740 -20%
WANY
113
Wealthspire Advisors (New York)
New York
$2.84M +$885K +16,522 +44%
AWA
114
Arete Wealth Advisors
Illinois
$2.84M +$944K +17,627 +49%
MWM
115
McNaughton Wealth Management
California
$2.75M +$25.2K +470 +0.9%
CFB
116
Cullen/Frost Bankers
Texas
$2.72M +$2.73M +51,003 +13,785%
MFS
117
McNamara Financial Services
Massachusetts
$2.61M +$109K +2,038 +4%
EA
118
Elm Advisors
California
$2.57M +$11.8K +220 +0.5%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$2.56M +$263K +4,913 +11%
RVPG
120
Relative Value Partners Group
$2.43M +$1.43M +26,785 +139%
CPO
121
Cerity Partners OCIO
New York
$2.43M +$105K +1,955 +4%
FWM
122
Fairhaven Wealth Management
Illinois
$2.42M +$2.44M +45,663 New
CAM
123
Caprin Asset Management
Virginia
$2.4M -$202K -3,766 -8%
EGA
124
Eagle Global Advisors
Texas
$2.38M -$498K -9,300 -17%
W
125
WealthStone
Ohio
$2.36M -$6.81M -127,125 -74%
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