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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$4.47M +$395K +7,800 +10%
PCA
302
Prosperity Capital Advisors
Ohio
$4.44M -$3.28M -64,770 -42%
LA
303
LVW Advisors
New York
$4.44M -$325K -6,405 -7%
LNC
304
Lincoln National Corp
Pennsylvania
$4.32M +$717K +14,147 +20%
BWM
305
Benchmark Wealth Management
Connecticut
$4.32M +$988K +19,492 +30%
SIM
306
Studio Investment Management
Illinois
$4.29M -$478K -9,433 -10%
DWM
307
Dynasty Wealth Management
Florida
$4.27M +$4.28M +84,402 New
AFG
308
Atomi Financial Group
New York
$4.27M +$1.29M +25,532 +43%
FLA
309
Financial Life Advisors
Texas
$4.25M -$47.5K -938 -1%
FFL
310
Financial Freedom LLC
Ohio
$4.21M -$8.31K -164 -0.2%
AFTS
311
American Financial & Tax Strategies
New York
$4.19M +$653K +12,886 +18%
AAS
312
Avantax Advisory Services
Texas
$4.18M +$369K +7,289 +10%
W
313
WealthCollab
Washington
$4.17M +$44K +869 +1%
VWA
314
Visionary Wealth Advisors
Illinois
$4.16M +$511K +10,082 +14%
TIM
315
Tortoise Investment Management
New York
$4.14M +$202K +3,992 +5%
TC
316
TownSquare Capital
Utah
$4.09M -$656K -12,950 -14%
EWA
317
Exencial Wealth Advisors
Oklahoma
$4.07M -$628K -12,383 -13%
AA
318
Alesco Advisors
New York
$4.02M -$66.4K -1,310 -2%
SWA
319
Stratos Wealth Advisors
Ohio
$4.01M -$163K -3,225 -4%
TC
320
TAGStone Capital
North Carolina
$3.98M -$9.07K -179 -0.2%
ASN
321
Advisory Services Network
Georgia
$3.97M -$668K -13,180 -14%
CHA
322
Carmichael Hill & Associates
Maryland
$3.96M -$95K -1,875 -2%
SC
323
Steph & Co
Wisconsin
$3.94M +$26.6K +525 +0.7%
SCA
324
Stonebridge Capital Advisors
Minnesota
$3.93M +$1.93M +38,085 +96%
DC
325
Davenport & Co
Virginia
$3.93M +$490K +9,661 +14%
11 12
13
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