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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
201
Soundmark Wealth Management
Washington
$4.1M +$3.39M +67,756 +388%
WC
202
Wealth CMT
New Jersey
$4.09M +$1.33M +26,685 +46%
TIM
203
Tortoise Investment Management
New York
$4.08M +$1.57M +31,370 +59%
PIFP
204
Partners in Financial Planning
Virginia
$3.99M +$620K +12,409 +18%
GGS
205
Galvin Gaustad & Stein
Arizona
$3.96M +$412K +8,234 +11%
GVAG
206
Great Valley Advisor Group
Delaware
$3.94M +$1.3M +25,971 +46%
FWM
207
Fairhaven Wealth Management
Illinois
$3.94M +$361K +7,224 +10%
BB
208
Busey Bank
Illinois
$3.92M -$76.4K -1,528 -2%
OIA
209
OneDigital Investment Advisors
Kansas
$3.89M +$3.33M +66,563 +469%
CFS
210
Cannon Financial Strategists
Georgia
$3.83M +$1.43M +28,553 +56%
HCC
211
Hirtle Callaghan & Co
Pennsylvania
$3.77M -$12.4M -248,533 -76%
BC
212
Bowman & Company
Wisconsin
$3.75M +$568K +11,360 +17%
WFA
213
Websterrogers Financial Advisors
South Carolina
$3.74M +$295K +5,903 +8%
MFS
214
McNamara Financial Services
Massachusetts
$3.73M -$20.4K -408 -0.5%
LA
215
LVW Advisors
New York
$3.71M +$431K +8,618 +13%
CCFCSB
216
Cape Cod Five Cents Savings Bank
Massachusetts
$3.7M -$298K -5,965 -7%
RT
217
Rockland Trust
Massachusetts
$3.57M +$1.23M +24,647 +50%
TC
218
TAGStone Capital
North Carolina
$3.56M +$2.54M +50,790 +220%
FA
219
FDx Advisors
Illinois
$3.52M -$222K -4,448 -6%
PRWA
220
Platte River Wealth Advisors
Colorado
$3.43M -$592K -11,846 -14%
CWM
221
Cornerstone Wealth Management
Missouri
$3.43M +$1.21M +24,258 +52%
PFM
222
Phillips Financial Management
Indiana
$3.33M +$186K +3,727 +6%
SC
223
Steph & Co
Wisconsin
$3.23M -$1.71M -34,200 -34%
CL
224
CPWM LLC
Washington
$3.18M -$250K -4,994 -7%
RWP
225
Revolve Wealth Partners
New Jersey
$3.18M -$352K -7,048 -10%
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9
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