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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
401
Allodium Investment Consultants
Minnesota
$4.23M -$120K -2,379 -3%
FFP
402
FourThought Financial Partners
Florida
$4.21M +$503K +10,001 +14%
FAT
403
First American Trust
California
$4.18M -$224K -4,456 -5%
SIG
404
Sargent Investment Group
Maryland
$4.17M -$680K -13,535 -14%
AIS
405
American Investment Services
Massachusetts
$4.16M +$26.2K +521 +0.6%
WFP
406
Wrenne Financial Planning
Kentucky
$4.12M -$147K -2,919 -3%
SAI
407
Savvy Advisors Inc
New York
$4.12M +$63.9K +1,271 +2%
LKBC
408
L.K. Benson & Company
Maryland
$4.1M +$256K +5,092 +7%
CMP
409
Christine Messmer PC
Pennsylvania
$4.09M +$708K +14,089 +21%
CAM
410
Cresset Asset Management
Illinois
$4.07M +$559K +11,117 +16%
SWM
411
SigFig Wealth Management
California
$4.05M +$582K +11,583 +17%
CAG
412
Compass Advisory Group
New York
$4.05M +$62.1K +1,236 +2%
KLI
413
Kelman-Lazarov Inc
Tennessee
$4.04M -$171K -3,406 -4%
FGG
414
Financial Guidance Group
Florida
$4.02M +$204K +4,058 +5%
I
415
INVST
Indiana
$4.02M +$180K +3,575 +5%
KWM
416
Kingsview Wealth Management
Oregon
$4.01M +$586K +11,657 +17%
VAS
417
Vestmark Advisory Solutions
Massachusetts
$4.01M +$1.86M +36,977 +88%
FLA
418
Financial Life Advisors
Texas
$4M -$152K -3,028 -4%
SFP
419
Sterling Financial Planning
New Jersey
$3.99M +$77.3K +1,538 +2%
WAP
420
Wealthcare Advisory Partners
Pennsylvania
$3.96M +$164K +3,256 +4%
FHC
421
First Heartland Consultants
Missouri
$3.94M +$1.99M +39,536 +103%
TCM
422
TD Capital Management
Tennessee
$3.93M -$549K -10,918 -12%
BC
423
Burney Company
Virginia
$3.89M +$203K +4,040 +6%
RA
424
RFG Advisory
Alabama
$3.86M -$496K -9,871 -11%
UF
425
Univest Financial
Pennsylvania
$3.82M +$335K +6,663 +10%
15 16
17
18 19