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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
376
Timonier Family Office
North Carolina
$3.44M -$65.9K -1,341 -2%
SC
377
Steph & Co
Wisconsin
$3.43M -$611K -12,433 -15%
PPH
378
Pure Portfolios Holdings
Oregon
$3.42M -$949K -19,309 -22%
RIM
379
Rockbridge Investment Management
New York
$3.42M +$172K +3,490 +5%
PJSIMP
380
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.42M -$1.2M -24,368 -26%
CWM
381
Cornerstone Wealth Management
Missouri
$3.4M +$51.8K +1,053 +2%
AWM
382
Apollon Wealth Management
South Carolina
$3.4M -$371K -7,556 -10%
SAI
383
Savvy Advisors Inc
New York
$3.4M +$600K +12,201 +22%
CAL
384
Capital Analysts LLC
Pennsylvania
$3.4M +$2.81M +57,099 +532%
DWT
385
Dorsey & Whitney Trust
South Dakota
$3.39M -$3.32M -67,610 -50%
CFP
386
Catalyst Financial Partners
Massachusetts
$3.39M +$1.08M +21,946 +48%
GT
387
Glenview Trust
Kentucky
$3.38M -$79K -1,608 -2%
TIM
388
Tortoise Investment Management
New York
$3.36M +$104K +2,109 +3%
WMA
389
William Mack & Associates
Michigan
$3.36M +$162K +3,300 +5%
UF
390
Univest Financial
Pennsylvania
$3.35M -$520K -10,581 -14%
CAAS
391
Capital Asset Advisory Services
Michigan
$3.34M +$196K +3,991 +6%
LW
392
Linscomb Wealth
Texas
$3.34M +$215K +4,366 +7%
VAF
393
Values Added Financial
District of Columbia
$3.34M +$149K +3,025 +5%
MWM
394
Modern Wealth Management
Kansas
$3.33M -$197K -4,003 -6%
SVWG
395
Shared Vision Wealth Group
United States
$3.31M -$17.5K -357 -0.5%
CFD
396
Creative Financial Designs
Indiana
$3.3M -$37.1K -755 -1%
EFP
397
Elser Financial Planning
Indiana
$3.29M +$86.5K +1,760 +3%
MWA
398
Motive Wealth Advisors
Michigan
$3.27M -$974K -19,810 -23%
LL
399
LPWM LLC
Minnesota
$3.26M +$66.4K +1,350 +2%
WIA
400
World Investment Advisors
California
$3.25M -$221K -4,490 -6%
14 15
16
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