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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
376
Martel Wealth Advisors
Washington
$746K +$80.5K +1,456 +12%
FRA
377
Frank Rimerman Advisors
California
$735K – – –
TSS
378
Two Sigma Securities
New York
$721K +$728K +13,160 New
FHA
379
Flagship Harbor Advisors
Massachusetts
$714K – – –
SWM
380
SeaCrest Wealth Management
New York
$707K +$714K +12,914 New
ATC
381
Argent Trust Co
Tennessee
$701K – – –
DADC
382
D.A. Davidson & Co
Montana
$694K +$200K +3,612 +40%
FPIS
383
Financial Planning & Information Services
Wisconsin
$688K – – –
MCWS
384
McKinley Carter Wealth Services
West Virginia
$688K +$129K +2,336 +23%
5L
385
55I LLC
Massachusetts
$687K -$107K -1,935 -13%
DI
386
Disciplined Investments
Oklahoma
$684K +$38.1K +689 +6%
BCA
387
Berman Capital Advisors
Georgia
$681K +$2.71K +49 +0.4%
BA
388
Bristlecone Advisors
Washington
$655K -$44.7K -809 -6%
KTA
389
Keeley-Teton Advisors
Illinois
$653K – – –
AF
390
Affiance Financial
Minnesota
$645K +$16.5K +299 +3%
WLIM
391
White Lighthouse Investment Management
Massachusetts
$638K +$60.8K +1,100 +10%
BPA
392
Beacon Pointe Advisors
California
$638K +$644K +11,649 New
TFS
393
TrustCore Financial Services
Tennessee
$634K +$134K +2,427 +27%
IWM
394
IHT Wealth Management
Illinois
$633K -$62.2K -1,124 -9%
BAM
395
Belpointe Asset Management
Nevada
$632K +$76.6K +1,386 +14%
GWMIA
396
Global Wealth Management Investment Advisory
Florida
$631K +$30K +543 +5%
WP
397
WealthShield Partners
North Carolina
$630K -$883K -15,965 -58%
VCM
398
Vivaldi Capital Management
Illinois
$628K -$25.3K -457 -4%
PJSIMP
399
P.J. Schmidt Investment Management (PJS)
Wisconsin
$623K +$227K +4,100 +56%
AWM
400
Atticus Wealth Management
Florida
$619K +$27.6K +500 +5%
14 15
16
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