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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
326
Centaurus Financial
California
$5.58M +$3.95M +78,667 +249%
JFG
327
Jefferies Financial Group
New York
$5.51M +$5.48M +109,000 New
DC
328
Davenport & Co
Virginia
$5.5M +$335K +6,671 +7%
CAL
329
Capital Analysts LLC
Pennsylvania
$5.5M -$239K -4,764 -4%
CFP
330
Cascade Financial Partners
California
$5.47M -$10.1K -200 -0.2%
LRIA
331
Leonard Rickey Investment Advisors
Washington
$5.45M -$645K -12,826 -11%
ATC
332
Argent Trust Co
Tennessee
$5.44M +$3.51M +69,765 +184%
IWM
333
IHT Wealth Management
Illinois
$5.43M +$2.51M +50,002 +87%
CAAS
334
Capital Asset Advisory Services
Michigan
$5.41M +$837K +16,652 +18%
LWPC
335
Legacy Wealth Partners (Colorado)
Colorado
$5.39M +$125K +2,495 +2%
EFP
336
Elser Financial Planning
Indiana
$5.37M +$832K +16,556 +18%
RIA
337
Retirement Investment Advisors
Oklahoma
$5.36M -$252K -5,012 -4%
NFS
338
NewCorp Financial Services
Georgia
$5.32M -$21.7K -432 -0.4%
IAN
339
Integrated Advisors Network
Texas
$5.32M -$1.83M -36,428 -26%
W
340
WealthCollab
Washington
$5.3M +$436K +8,674 +9%
EF
341
Envision Financial
Wisconsin
$5.29M -$148K -2,946 -3%
CWMK
342
Caliber Wealth Management (Kansas)
Kansas
$5.28M -$561K -11,169 -10%
CFG
343
Certior Financial Group
Pennsylvania
$5.26M +$261K +5,193 +5%
VWM
344
Verus Wealth Management
Wisconsin
$5.21M +$474K +9,425 +10%
DWM
345
Diversify Wealth Management
Utah
$5.2M +$186K +3,695 +4%
DAS
346
Diversify Advisory Services
Utah
$5.2M +$5.26M +104,634 New
TFG
347
Tilson Financial Group
New Jersey
$5.07M -$144K -2,868 -3%
EWA
348
EverSource Wealth Advisors
Alabama
$5.05M +$140K +2,790 +3%
BPAMU
349
BTG Pactual Asset Management US
New York
$5.04M +$473K +9,407 +10%
LNWTC
350
Laird Norton Wetherby Trust Company
Washington
$5.03M +$1.62M +32,324 +48%
12 13
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