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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
376
SOA Wealth Advisors
New York
$681K – – –
UR
377
USCA RIA
Texas
$668K -$424K -7,698 -39%
KTA
378
Keeley-Teton Advisors
Illinois
$660K +$326K +5,920 +99%
VCM
379
Vivaldi Capital Management
Illinois
$659K +$2.92K +53 +0.4%
MWA
380
Martel Wealth Advisors
Washington
$655K +$1.1K +20 +0.2%
DI
381
Disciplined Investments
Oklahoma
$652K +$99.6K +1,807 +18%
CAM
382
Crestone Asset Management
Colorado
$645K +$643K +11,664 New
AF
383
Affiance Financial
Minnesota
$634K -$169K -3,069 -21%
CAMG
384
CWA Asset Management Group
Florida
$627K -$171K -3,100 -21%
AIM
385
AMI Investment Management
Indiana
$624K +$34.4K +625 +6%
TCWA
386
Ten Capital Wealth Advisors
Washington
$617K – – –
PP
387
PDS Planning
Ohio
$612K +$17.1K +311 +3%
HL
388
HeadInvest LLC
Maine
$608K – – –
GWMIA
389
Global Wealth Management Investment Advisory
Florida
$607K – – –
VCM
390
Versant Capital Management
Arizona
$605K +$441 +8 +0.1%
IF
391
IRON Financial
Illinois
$601K -$14.5K -263 -2%
AWM
392
Atticus Wealth Management
Florida
$597K – – –
WLIM
393
White Lighthouse Investment Management
Massachusetts
$583K +$278K +5,050 +92%
FNWM
394
Financial Network Wealth Management
Utah
$578K +$27.4K +497 +5%
FA
395
Financial Advisors
Massachusetts
$571K – – –
MCWS
396
McKinley Carter Wealth Services
West Virginia
$566K +$564K +10,232 New
BAM
397
Belpointe Asset Management
Nevada
$562K -$23.5K -427 -4%
BP
398
Ballentine Partners
Massachusetts
$559K – – –
SWA
399
Stratos Wealth Advisors
Ohio
$553K -$41K -745 -7%
AWM
400
Altavista Wealth Management
North Carolina
$536K – – –
14 15
16
17 18