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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
376
Spectrum Management Group
Indiana
$172K – – –
GRP
377
Global Retirement Partners
California
$168K +$166K +3,112 New
RFA
378
Reilly Financial Advisors
California
$144K – – –
PA
379
Parallel Advisors
California
$142K +$67K +1,258 +91%
PB
380
Pinnacle Bancorp
Nebraska
$138K – – –
CFGS
381
Concourse Financial Group Securities
Alabama
$125K -$81.9K -1,538 -40%
APW
382
Acima Private Wealth
Virginia
$119K +$117K +2,192 New
SWM
383
Sugarloaf Wealth Management
Georgia
$116K -$1.39K -26 -1%
TPCW
384
TD Private Client Wealth
New York
$116K +$114K +2,134 New
CT
385
Caldwell Trust
Florida
$108K – – –
TFS
386
TrustCore Financial Services
Tennessee
$108K – – –
DI
387
Disciplined Investments
Oklahoma
$91K +$40.7K +763 +82%
MWP
388
Meridian Wealth Partners
Pennsylvania
$82K – – –
TFGT
389
TS Financial Group (TSFG)
Illinois
$81K – – –
MG
390
MilWealth Group
Wisconsin
$71.1K -$240K -4,505 -77%
LB
391
Legacy Bridge
Iowa
$69K +$34K +639 +100%
SFPG
392
Stonebridge Financial Planning Group
Florida
$68K +$66.6K +1,250 New
EIP
393
Ellis Investment Partners
Pennsylvania
$68K +$67K +1,258 New
TWA
394
TCI Wealth Advisors
Arizona
$67K – – –
PFO
395
Pathstone Family Office
New Jersey
$61K – – –
LFG
396
LifePlan Financial Group
Ohio
$52K – – –
SCA
397
Stonebridge Capital Advisors
Minnesota
$51K – – –
PIMG
398
Patriot Investment Management Group
Tennessee
$50.8K +$49.9K +937 New
BFIM
399
Beese Fulmer Investment Management
Ohio
$50K +$49.5K +930 New
LWM
400
Lenox Wealth Management
Ohio
$48K – – –
14 15
16
17 18