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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
COF
126
Capital One Financial
Virginia
$6.45M -$8.76M -164,671 -57%
BWG
127
Beta Wealth Group
California
$6.42M +$965K +18,127 +17%
QCG
128
Quadrant Capital Group
Ohio
$6.42M +$283K +5,313 +4%
PCA
129
Permit Capital Advisors
Pennsylvania
$6.4M +$6.6M +124,093 New
VWA
130
Visionary Wealth Advisors
Illinois
$6.37M +$3.08M +57,947 +88%
AC
131
Apella Capital
Connecticut
$6.34M +$1.88M +35,349 +40%
OC
132
Oakworth Capital
Alabama
$6.22M -$177K -3,330 -3%
FWM
133
ForthRight Wealth Management
Georgia
$6.19M +$396K +7,449 +7%
AWA
134
Arete Wealth Advisors
Illinois
$6.12M +$598K +11,232 +10%
CISOA
135
Capital Investment Services of America
Wisconsin
$5.93M – – –
ML
136
McAdam LLC
Pennsylvania
$5.91M +$4.78M +89,800 +363%
AI
137
Atria Investments
North Carolina
$5.9M +$531K +9,979 +10%
PCMC
138
Paragon Capital Management (Colorado)
Colorado
$5.89M -$1.07M -20,160 -15%
PI
139
PFS Investments
Georgia
$5.81M +$1.74M +32,713 +41%
SWM
140
SigFig Wealth Management
California
$5.72M +$692K +13,003 +14%
SWM
141
Spire Wealth Management
Virginia
$5.62M -$335K -6,295 -5%
MMA
142
Miracle Mile Advisors
California
$5.56M +$4.03M +75,657 +235%
PFM
143
Phillips Financial Management
Indiana
$5.51M -$391K -7,340 -6%
MF
144
Manchester Financial
California
$5.48M – – –
CWR
145
Chico Wealth RIA
California
$5.47M +$5.65M +106,103 New
RJT
146
Raymond James Trust
Florida
$5.44M -$1.03M -19,383 -16%
RWI
147
Red Wave Investments
Pennsylvania
$5.43M -$44.3K -833 -0.8%
CT
148
Coastline Trust
Rhode Island
$5.41M -$164K -3,083 -3%
SWRP
149
Summit Wealth & Retirement Planning
California
$5.17M +$5.34M +100,378 New
LNC
150
Lincoln National Corp
Pennsylvania
$5.13M -$735K -13,814 -12%
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