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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
326
Burt Wealth Advisors
Maryland
$4.77M +$175K +3,460 +4%
HFA
327
High Falls Advisors
New York
$4.76M +$1.33M +26,262 +38%
MWP
328
Meridian Wealth Partners
Pennsylvania
$4.74M -$267K -5,279 -5%
PIMG
329
Patriot Investment Management Group
Tennessee
$4.73M -$655K -12,965 -12%
MCM
330
MAI Capital Management
Ohio
$4.72M +$4.76M +94,202 New
PJSIMP
331
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.72M +$13.3K +263 +0.3%
SQA
332
Simon Quick Advisors
New Jersey
$4.71M -$103K -2,028 -2%
ACP
333
Aveo Capital Partners
Colorado
$4.69M -$544K -10,764 -10%
VWM
334
Vermillion Wealth Management
Minnesota
$4.65M +$4.69M +92,853 New
CAG
335
Compass Advisory Group
New York
$4.64M +$1.65M +32,604 +54%
GLLW
336
Graves Light Lenhart Wealth
Virginia
$4.6M +$102K +2,008 +2%
W
337
WealthCollab
Washington
$4.59M +$543K +10,739 +13%
OWA
338
Opal Wealth Advisors
New York
$4.53M -$19.2K -380 -0.4%
BEI
339
Benjamin Edwards Inc
Missouri
$4.53M +$596K +11,780 +15%
BWM
340
Brown Wealth Management
Illinois
$4.48M +$736K +14,561 +19%
WCA
341
Westover Capital Advisors
Delaware
$4.4M -$4.08M -80,751 -48%
SAG
342
SageView Advisory Group
California
$4.39M +$514K +10,158 +13%
HDIM
343
Hanson & Doremus Investment Management
Vermont
$4.38M -$930K -18,393 -17%
PPWP
344
Proquility Private Wealth Partners
Nevada
$4.33M +$3.4M +67,308 +352%
KLI
345
Kelman-Lazarov Inc
Tennessee
$4.3M -$419K -8,297 -9%
VFP
346
Vested Financial Planning
California
$4.27M +$4.31M +85,262 New
FLA
347
Financial Life Advisors
Texas
$4.27M +$47K +929 +1%
MI
348
Moneywise Inc
Virginia
$4.26M -$1.48M -29,296 -26%
TC
349
TAGStone Capital
North Carolina
$4.25M -$180K -3,565 -4%
PSCM
350
Per Stirling Capital Management
Texas
$4.21M -$1.54M -30,389 -27%
12 13
14
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