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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWAM
1226
Duncan Williams Asset Management
Tennessee
$242K -$20.1K -400 -8%
LFA
1227
Level Financial Advisors
New York
$241K – – –
KAS
1228
KPP Advisory Services
Kentucky
$241K – – –
TCG
1229
Transcendent Capital Group
Oklahoma
$240K -$3.06K -61 -1%
OFG
1230
Opulen Financial Group
Virginia
$239K +$7.49K +149 +3%
PWS
1231
Pursuit Wealth Strategies
North Carolina
$238K +$3.92K +78 +2%
BWA
1232
Basecamp Wealth Advisors
Washington
$233K – – –
AA
1233
Armis Advisers
Georgia
$232K – – –
TFGT
1234
TS Financial Group (TSFG)
Illinois
$232K +$36K +716 +18%
KCM
1235
Kanawha Capital Management
Virginia
$230K – – –
IWB
1236
Innovative Wealth Building
Maryland
$228K +$2.46K +49 +1%
RWM
1237
Ritholtz Wealth Management
New York
$228K +$226K +4,507 New
CNC
1238
Citizens & Northern Corp
Pennsylvania
$228K – – –
DWA
1239
Delos Wealth Advisors
Texas
$228K -$161K -3,202 -42%
CCA
1240
Cadent Capital Advisors
Oklahoma
$227K +$225K +4,484 New
KCM
1241
Kendall Capital Management
Maryland
$226K – – –
GP
1242
GLR Partners
Maryland
$225K -$34.3K -682 -13%
SOS
1243
Silver Oak Securities
Tennessee
$225K +$18.2K +362 +9%
NFG
1244
Nations Financial Group
Iowa
$225K +$21.1K +420 +10%
MCM
1245
Morton Capital Management
California
$224K – – –
OWM
1246
Orca Wealth Management
Florida
$224K +$223K +4,430 New
PWA
1247
Physician Wealth Advisors
Utah
$224K +$23.1K +459 +12%
SL
1248
SFM LLC
New Hampshire
$224K – – –
RRA
1249
Round Rock Advisors
Connecticut
$223K -$101K -2,016 -31%
LA
1250
LexAurum Advisors
Kansas
$223K -$430K -8,560 -66%
48 49
50
51 52