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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
326
Pinnacle Associates
New York
$4.95M -$548K -10,884 -10%
RFP
327
RCS Financial Planning
Maryland
$4.94M +$62.7K +1,247 +1%
PWMAG
328
Pinnacle Wealth Management Advisory Group
New Jersey
$4.91M -$508K -10,093 -9%
JFA
329
JNBA Financial Advisors
Minnesota
$4.91M -$1M -19,926 -17%
W
330
WealthCollab
Washington
$4.81M +$295K +5,861 +7%
EP
331
Edgestream Partners
New Jersey
$4.81M -$2.28M -45,407 -32%
AC
332
Asio Capital
Kentucky
$4.79M -$442K -8,775 -8%
AWM
333
Axxcess Wealth Management
California
$4.72M +$798K +15,852 +20%
EPA
334
Element Pointe Advisors
Florida
$4.67M +$333K +6,608 +8%
BPAMU
335
BTG Pactual Asset Management US
New York
$4.64M +$798K +15,856 +20%
LIA
336
LifePlan Investment Advisors
North Carolina
$4.62M +$55.5K +1,103 +1%
TGAM
337
TBH Global Asset Management
Tennessee
$4.61M +$125K +2,486 +3%
FA
338
Finhabits Advisors
New York
$4.57M +$4.57M +90,914 New
TCM
339
TD Capital Management
Tennessee
$4.52M -$18.1K -360 -0.4%
DC
340
Davenport & Co
Virginia
$4.51M -$157K -3,130 -3%
MPW
341
MGO Private Wealth
California
$4.51M -$78.1K -1,553 -2%
DE
342
Diversified Enterprises
Delaware
$4.45M +$535K +10,623 +14%
UB
343
UMB Bank
Missouri
$4.43M -$1.46M -29,071 -25%
EWA
344
Exencial Wealth Advisors
Oklahoma
$4.39M -$391K -7,762 -8%
WPW
345
Watershed Private Wealth
Illinois
$4.39M +$19.1K +379 +0.4%
CWA
346
Crusonia Wealth Advisors
Colorado
$4.34M +$4.35M +86,393 New
BAAM
347
Baker Avenue Asset Management
California
$4.34M +$184K +3,657 +4%
ASN
348
Advisory Services Network
Georgia
$4.33M +$669K +13,295 +18%
APC
349
Aspire Private Capital
North Carolina
$4.33M -$536K -10,643 -11%
GWM
350
Grand Wealth Management
Michigan
$4.33M +$187K +3,723 +5%
12 13
14
15 16