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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
151
Windsor Wealth Management
Indiana
$837K – – –
CWM
152
Cornerstone Wealth Management
Missouri
$811K -$8.62K -161 -1%
JGIA
153
Jackson Grant Investment Advisers
Connecticut
$811K +$215K +4,016 +36%
UCFA
154
United Capital Financial Advisors
Texas
$810K -$122K -2,274 -13%
VCM
155
Versant Capital Management
Arizona
$793K +$1.13K +21 +0.1%
WMA
156
Wealth Management Associates
New Jersey
$791K +$163K +3,048 +26%
LSPW
157
Lake Street Private Wealth
Illinois
$783K +$782K +14,603 New
CWS
158
Cypress Wealth Services
California
$777K – – –
PP
159
PrairieView Partners
Minnesota
$734K +$65.7K +1,227 +10%
AA
160
Ancora Advisors
Ohio
$731K -$201K -3,748 -22%
CWM
161
Cahaba Wealth Management
Georgia
$725K +$4.23K +79 +0.6%
THWM
162
Taylor Hoffman Wealth Management
Virginia
$724K +$221K +4,134 +44%
VAM
163
Verity Asset Management
North Carolina
$709K +$410K +7,648 +137%
OA
164
Oxbow Advisors
Texas
$684K -$1.13K -21 -0.2%
DAS
165
Dynamic Advisor Solutions
Arizona
$667K +$116K +2,169 +21%
LW
166
Linscomb Wealth
Texas
$662K +$44.1K +824 +7%
BCM
167
Brookstone Capital Management
Illinois
$661K +$660K +12,320 New
CWP
168
Capital Wealth Planning
Florida
$653K +$195K +3,647 +43%
MWA
169
Martel Wealth Advisors
Washington
$650K +$11.9K +223 +2%
NC
170
NewSquare Capital
Pennsylvania
$641K +$105K +1,955 +20%
JIP
171
Jaffetilchin Investment Partners
Florida
$637K +$50.4K +941 +9%
HI
172
Human Investing
Oregon
$625K +$3.59K +67 +0.6%
WP
173
WealthShield Partners
North Carolina
$609K -$9.96K -186 -2%
CMBA
174
C.M. Bidwell & Associates
Hawaii
$599K +$338K +6,308 +130%
PI
175
PFS Investments
Georgia
$596K +$226K +4,228 +61%
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