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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$1.09M -$17K -320 -1%
WCFA
377
Walkner Condon Financial Advisors
Wisconsin
$1.08M -$458K -8,605 -29%
CCM
378
Coldstream Capital Management
Washington
$1.07M +$25.8K +484 +2%
OFP
379
OLIO Financial Planning
Virginia
$1.07M +$88.9K +1,671 +9%
BBW
380
Blue Barn Wealth
Utah
$1.06M +$101K +1,905 +10%
MIM
381
Moseley Investment Management
Florida
$1.05M -$1.45M -27,153 -57%
AWAG
382
ARS Wealth Advisors Group
Florida
$1.04M – – –
PJSIMP
383
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.04M +$204K +3,840 +23%
SFO
384
Standard Family Office
South Dakota
$1.03M +$1.06M +20,000 New
HNWAG
385
High Net Worth Advisory Group
Florida
$1.02M +$107K +2,007 +11%
EWG
386
Executive Wealth Group
Washington
$1.01M – – –
RWA
387
Ropes Wealth Advisors
Massachusetts
$1M – – –
LL
388
LPWM LLC
Minnesota
$992K +$232K +4,350 +29%
FAIM
389
Financial Advocates Investment Management
Washington
$989K -$466K -8,750 -31%
IAG
390
Investment Advisory Group
Massachusetts
$988K – – –
PGA
391
Portland Global Advisors
Maine
$980K +$304K +5,705 +43%
PWMG
392
Prestige Wealth Management Group
New Jersey
$980K +$700K +13,153 +225%
SFG
393
Sovereign Financial Group
Connecticut
$972K +$292K +5,489 +41%
AWM
394
Axxcess Wealth Management
California
$965K -$209K -3,918 -17%
VAM
395
Verity Asset Management
North Carolina
$952K -$17.6K -330 -2%
SCG
396
Sonata Capital Group
Washington
$951K -$50.6K -950 -5%
AIM
397
AMI Investment Management
Indiana
$938K -$15.7K -295 -2%
SI
398
Saxon Interests
Texas
$935K -$3.09K -58 -0.3%
CCM
399
Crabel Capital Management
California
$932K -$2.75M -51,600 -74%
AAS
400
Annex Advisory Services
Wisconsin
$917K +$947K +17,793 New
14 15
16
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