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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
326
OLIO Financial Planning
Virginia
$3.83M +$49.4K +1,008 +1%
HDIM
327
Hanson & Doremus Investment Management
Vermont
$3.81M +$5.88K +120 +0.2%
HPA
328
High Probability Advisors
New York
$3.73M -$320K -6,534 -8%
BWM
329
Brown Wealth Management
Illinois
$3.71M -$463K -9,446 -11%
QAM
330
Q3 Asset Management
Michigan
$3.71M +$3.58M +73,002 New
PPWP
331
Proquility Private Wealth Partners
Nevada
$3.69M +$3.55M +72,328 New
VWA
332
Visionary Wealth Advisors
Illinois
$3.68M +$210K +4,287 +6%
BFA
333
Beaumont Financial Advisors
Massachusetts
$3.68M +$1.74M +35,441 +97%
MWM
334
McNaughton Wealth Management
California
$3.67M +$342K +6,977 +11%
LNC
335
Lincoln National Corp
Pennsylvania
$3.64M -$44.5K -908 -1%
SC
336
Sepio Capital
Utah
$3.61M +$3.47M +70,718 New
VAF
337
Values Added Financial
District of Columbia
$3.6M +$2.46M +50,161 +246%
VT
338
Vise Technologies
New York
$3.59M +$219K +4,458 +7%
AFTS
339
American Financial & Tax Strategies
New York
$3.57M +$3.42M +69,842 New
WTA
340
Washington Trust Advisors
Massachusetts
$3.49M -$1.26M -25,755 -27%
SFO
341
Stokes Family Office
Louisiana
$3.49M -$5.47M -111,565 -62%
DC
342
Davenport & Co
Virginia
$3.48M -$67K -1,366 -2%
EH
343
Equitable Holdings
New York
$3.47M +$404K +8,233 +14%
CISOA
344
Capital Investment Services of America
Wisconsin
$3.47M -$196K -4,000 -6%
GGS
345
Galvin Gaustad & Stein
Arizona
$3.47M -$679K -13,844 -17%
IA
346
IFP Advisors
Florida
$3.42M +$72.8K +1,485 +2%
PWMG
347
Prestige Wealth Management Group
New Jersey
$3.41M +$112K +2,282 +4%
SAG
348
SageView Advisory Group
California
$3.4M -$7.8M -159,088 Closed
BWM
349
Benchmark Wealth Management
Connecticut
$3.36M -$182K -3,713 -5%
WA
350
Wealth Alliance
New York
$3.36M +$2.65M +54,100 +465%
12 13
14
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