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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
301
PrairieView Wealth Partners
Illinois
$5.08M +$12.6K +251 +0.2%
HDIM
302
Hanson & Doremus Investment Management
Vermont
$5.08M +$750K +14,987 +17%
ERIC
303
Eagle Rock Investment Company
Georgia
$5.06M +$260K +5,200 +5%
MCM
304
MAI Capital Management
Ohio
$5.05M +$382K +7,634 +8%
SDWMA
305
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.97M -$534K -10,673 -10%
PIMG
306
Patriot Investment Management Group
Tennessee
$4.96M +$279K +5,568 +6%
KLI
307
Kelman-Lazarov Inc
Tennessee
$4.95M +$698K +13,948 +16%
EPA
308
Element Pointe Advisors
Florida
$4.87M -$58.8K -1,175 -1%
RA
309
RFG Advisory
Alabama
$4.86M -$3.75M -74,871 -43%
BWM
310
Benchmark Wealth Management
Connecticut
$4.83M -$38.1K -762 -0.8%
AWM
311
Apollon Wealth Management
South Carolina
$4.82M -$159K -3,178 -3%
MF
312
Manuka Financial
Virginia
$4.81M -$106K -2,113 -2%
DB
313
Dravo Bay
Delaware
$4.78M -$299K -5,983 -6%
BWA
314
Burt Wealth Advisors
Maryland
$4.76M +$33.5K +670 +0.7%
RIA
315
Retirement Investment Advisors
Oklahoma
$4.73M -$6K -120 -0.1%
SCTC
316
Sanibel Captiva Trust Company
Florida
$4.7M +$1.03M +20,655 +28%
MWP
317
Meridian Wealth Partners
Pennsylvania
$4.7M – – –
MWA
318
Motive Wealth Advisors
Michigan
$4.68M +$1.79M +35,685 +61%
PJSIMP
319
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.67M +$3K +60 +0.1%
WA
320
Wealth Alliance
New York
$4.66M +$1.13M +22,520 +32%
VWM
321
Vermillion Wealth Management
Minnesota
$4.66M +$50.5K +1,010 +1%
TFP
322
Traction Financial Partners
Wyoming
$4.62M -$288K -5,753 -6%
W
323
WealthCollab
Washington
$4.6M +$60K +1,199 +1%
BC
324
Bowman & Company
Wisconsin
$4.6M -$141K -2,813 -3%
PPH
325
Pure Portfolios Holdings
Oregon
$4.6M -$367K -7,337 -7%
11 12
13
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