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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
$3.81M -$11.7K -231 -0.3%
SP
327
Symmetry Partners
Connecticut
$3.8M -$194K -3,819 -5%
MLA
328
My Legacy Advisors
Oregon
$3.79M -$25.5K -503 -0.7%
CFD
329
Creative Financial Designs
Indiana
$3.75M -$50.8K -1,002 -1%
HFA
330
High Falls Advisors
New York
$3.74M +$617K +12,170 +20%
MWM
331
McNaughton Wealth Management
California
$3.72M +$85.1K +1,678 +2%
PP
332
PrairieView Partners
Minnesota
$3.65M +$1.18M +23,280 +48%
IWM
333
IHT Wealth Management
Illinois
$3.65M +$1.01M +20,008 +38%
VT
334
Vise Technologies
New York
$3.65M +$87.5K +1,727 +2%
MFG
335
Merit Financial Group
Georgia
$3.65M +$2.66M +52,518 +258%
IA
336
IFP Advisors
Florida
$3.62M +$231K +4,548 +7%
GWWM
337
Great Waters Wealth Management
Minnesota
$3.6M -$991K -19,553 -22%
SC
338
Sepio Capital
Utah
$3.59M +$16.4K +323 +0.5%
SW
339
SteelPeak Wealth
California
$3.53M +$1.37M +27,056 +63%
SFO
340
Stokes Family Office
Louisiana
$3.51M +$52.4K +1,033 +2%
HPA
341
High Probability Advisors
New York
$3.5M -$197K -3,878 -5%
MA
342
Mutual Advisors
Nebraska
$3.5M +$535K +10,560 +18%
RWG
343
Ratio Wealth Group
Colorado
$3.48M +$3.49M +68,860 New
AIS
344
American Investment Services
Massachusetts
$3.44M -$400K -7,883 -10%
BWM
345
Brown Wealth Management
Illinois
$3.44M -$241K -4,750 -7%
PWMG
346
Prestige Wealth Management Group
New Jersey
$3.44M +$63.2K +1,246 +2%
CISOA
347
Capital Investment Services of America
Wisconsin
$3.44M – – –
WG
348
Watchman Group
Texas
$3.39M -$1.83M -36,189 -35%
WTA
349
Washington Trust Advisors
Massachusetts
$3.37M -$86.5K -1,707 -2%
FFA
350
Farther Finance Advisors
California
$3.37M +$307K +6,066 +10%
12 13
14
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