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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1251
Belleair Asset Management
Florida
$222K +$221K +4,390 New
KFS
1252
Kelly Financial Services
Massachusetts
$221K +$220K +4,376 New
OFS
1253
Opus Financial Solutions
Illinois
$221K – – –
TVAMP
1254
Tennessee Valley Asset Management Partners
Tennessee
$221K +$220K +4,370 New
DCM
1255
Donaldson Capital Management
Indiana
$220K – – –
BWM
1256
BCS Wealth Management
Tennessee
$220K – – –
DF
1257
Downshift Financial
Colorado
$219K -$16.6K -331 -7%
FAG
1258
Fortitude Advisory Group
Washington
$218K +$217K +4,314 New
EB
1259
Exchange Bank
California
$217K +$216K +4,295 New
CCA
1260
Cora Capital Advisors
New Jersey
$216K -$366K -7,287 -63%
FMN
1261
Financial Management Network
California
$214K +$1.76K +35 +0.8%
OC
1262
Optima Capital
Oregon
$211K +$210K +4,173 New
LIM
1263
Leavell Investment Management
Alabama
$211K +$209K +4,167 New
HSG
1264
Helen Stephens Group
Texas
$211K -$60.7K -1,208 -22%
ACA
1265
Arsenal Capital Advisors
Pennsylvania
$210K +$1.71K +34 +0.8%
HC
1266
Hamilton Capital
Ohio
$210K +$208K +4,142 New
HKIMG
1267
Hutchens & Kramer Investment Management Group
Indiana
$209K – – –
OFG
1268
Orcam Financial Group
California
$208K -$528K -10,500 -72%
SIG
1269
Spinnaker Investment Group
California
$207K +$553 +11 +0.3%
ACA
1270
Affinity Capital Advisors
California
$206K +$205K +4,084 New
SA
1271
Sovran Advisors
California
$206K -$48.5K -966 -19%
IWA
1272
IVC Wealth Advisors
Pennsylvania
$206K +$205K +4,071 New
BBA
1273
Braun-Bostich & Associates
Pennsylvania
$206K -$116K -2,314 -36%
AAS
1274
Annex Advisory Services
Wisconsin
$203K -$30.7K -611 -13%
HWM
1275
Howard Wealth Management
Connecticut
$203K +$201K +4,007 New
49 50
51
52 53