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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
351
Edge Capital Group
Georgia
$1.11M – – –
EH
352
Equitable Holdings
New York
$1.1M +$308K +5,614 +39%
SFO
353
Stokes Family Office
Louisiana
$1.1M +$667K +12,172 +156%
MWP
354
Meridian Wealth Partners
Pennsylvania
$1.09M – – –
5L
355
55I LLC
Massachusetts
$1.08M +$390K +7,116 +57%
EWG
356
Executive Wealth Group
Washington
$1.08M – – –
DIA
357
Davidson Investment Advisors
Montana
$1.07M +$1.07M +19,460 New
RWA
358
Ropes Wealth Advisors
Massachusetts
$1.07M – – –
SCG
359
Sonata Capital Group
Washington
$1.06M +$87.7K +1,600 +9%
PFA
360
Paradigm Financial Advisors
Missouri
$1.04M -$46.9K -856 -4%
OFP
361
OLIO Financial Planning
Virginia
$1.04M +$1.04M +19,012 New
DAS
362
Dynamic Advisor Solutions
Arizona
$1.04M +$103K +1,887 +11%
VAM
363
Verity Asset Management
North Carolina
$1.03M -$49.8K -909 -5%
BBW
364
Blue Barn Wealth
Utah
$1.03M -$425K -7,754 -29%
LWM
365
Laidlaw Wealth Management
New York
$1.02M +$1.02M +18,638 New
IAG
366
Investment Advisory Group
Massachusetts
$1.02M +$1.05M +19,191 New
GWM
367
Geneos Wealth Management
Colorado
$1.02M -$67.6K -1,233 -6%
CW
368
CreativeOne Wealth
Kansas
$1.02M -$241K -4,407 -19%
HSA
369
HBK Sorce Advisory
Pennsylvania
$1.02M +$109K +1,998 +12%
AIM
370
AMI Investment Management
Indiana
$1.01M -$54.4K -993 -5%
IA
371
IFG Advisory
Georgia
$1.01M +$251K +4,573 +33%
FT
372
Fiduciary Trust
Massachusetts
$1M +$34.8K +635 +4%
FTS
373
Fifth Third Securities
Ohio
$999K -$92.1K -1,680 -8%
FHA
374
Flagship Harbor Advisors
Massachusetts
$998K +$289K +5,267 +41%
SI
375
Saxon Interests
Texas
$992K +$997K +18,195 New
13 14
15
16 17