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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
151
Wade Financial Advisory
California
$1.83M +$57.4K +1,078 +3%
LA
152
LVW Advisors
New York
$1.79M +$734K +13,785 +72%
UR
153
USCA RIA
Texas
$1.75M -$385K -7,232 -18%
SAM
154
S.A. Mason
Michigan
$1.71M -$496K -9,315 -23%
PI
155
PFS Investments
Georgia
$1.7M +$899K +16,876 +116%
EIA
156
Eldridge Investment Advisors
New Hampshire
$1.7M +$15.3K +288 +0.9%
SCG
157
Sonata Capital Group
Washington
$1.66M +$213K +4,000 +15%
MA
158
Mangham Associates
Virginia
$1.61M – – –
SSWM
159
Sheets Smith Wealth Management
North Carolina
$1.6M +$162K +3,047 +11%
SFSG
160
Sound Financial Strategies Group
Mississippi
$1.56M -$4.1K -77 -0.3%
BAM
161
Baldrige Asset Management
Pennsylvania
$1.56M +$143K +2,681 +10%
TIM
162
Tortoise Investment Management
New York
$1.54M -$45.6K -855 -3%
UCFA
163
United Capital Financial Advisors
Texas
$1.53M +$355K +6,659 +31%
PCS
164
Personal CFO Solutions
New Jersey
$1.52M – – –
ECG
165
Edge Capital Group
Georgia
$1.51M -$421K -7,905 -22%
EA
166
Emerald Advisors
Washington
$1.51M +$84.5K +1,586 +6%
RWP
167
Reliant Wealth Planning
Kentucky
$1.49M – – –
DC
168
Derby & Company
Massachusetts
$1.49M +$1.47M +27,525 New
LWPC
169
Legacy Wealth Partners (California)
California
$1.47M -$296K -5,556 -17%
TCM
170
Traynor Capital Management
Pennsylvania
$1.44M +$307K +5,764 +28%
ATC
171
Argent Trust Co
Tennessee
$1.44M – – –
CCFM
172
Clear Creek Financial Management
Washington
$1.44M +$1.41M +26,520 New
WFM
173
Wolff Financial Management
Michigan
$1.43M +$138K +2,599 +11%
RPG
174
Resource Planning Group
Georgia
$1.41M -$18.7K -351 -1%
FCIM
175
Fairview Capital Investment Management
California
$1.39M – – –
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