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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
376
Fiduciary Wealth Partners
Massachusetts
$3.95M +$1.29M +25,600 +48%
AIC
377
Allodium Investment Consultants
Minnesota
$3.95M +$196K +3,887 +5%
PPH
378
Pure Portfolios Holdings
Oregon
$3.94M +$499K +9,925 +15%
LKBC
379
L.K. Benson & Company
Maryland
$3.93M +$278K +5,529 +8%
HPA
380
High Probability Advisors
New York
$3.91M -$25.3K -502 -0.6%
CAL
381
Capital Analysts LLC
Pennsylvania
$3.82M +$413K +8,199 +12%
AI
382
Atria Investments
North Carolina
$3.82M +$38.3K +761 +1%
FGG
383
Financial Guidance Group
Florida
$3.8M -$90.1K -1,791 -2%
UW
384
Unique Wealth
Florida
$3.8M -$80.5K -1,599 -2%
SWM
385
Spire Wealth Management
Virginia
$3.78M +$1.44M +28,655 +61%
CAAS
386
Capital Asset Advisory Services
Michigan
$3.77M +$402K +7,996 +12%
EFN
387
Equita Financial Network
Pennsylvania
$3.75M +$618K +12,285 +20%
SFP
388
Sterling Financial Planning
New Jersey
$3.73M +$477K +9,473 +15%
MI
389
Moneywise Inc
Virginia
$3.69M -$897K -17,825 -20%
WA
390
Wealth Alliance
New York
$3.69M +$15.8K +314 +0.4%
PF
391
Penney Financial
Texas
$3.68M +$770K +15,295 +26%
PSCM
392
Per Stirling Capital Management
Texas
$3.67M -$410K -8,142 -10%
DWT
393
Dorsey & Whitney Trust
South Dakota
$3.63M +$225K +4,465 +7%
IWS
394
Insight Wealth Strategies
California
$3.61M -$20.5K -407 -0.6%
MWM
395
Modern Wealth Management
Kansas
$3.6M +$249K +4,955 +7%
VFA
396
Valeo Financial Advisors
Indiana
$3.59M +$1.51M +30,068 +73%
LNWTC
397
Laird Norton Wetherby Trust Company
Washington
$3.58M +$1.97M +39,209 +123%
EFP
398
Elser Financial Planning
Indiana
$3.57M +$255K +5,063 +8%
MAV
399
Mason & Associates (Virginia)
Virginia
$3.5M -$302K -5,996 -8%
LW
400
Linscomb Wealth
Texas
$3.49M +$134K +2,658 +4%
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16
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