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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
401
William Mack & Associates
Michigan
$3.47M +$100K +1,990 +3%
DWM
402
Dakota Wealth Management
Florida
$3.47M +$3.03M +60,248 +686%
CFD
403
Creative Financial Designs
Indiana
$3.46M +$141K +2,807 +4%
RIM
404
Rockbridge Investment Management
New York
$3.45M +$12.9K +257 +0.4%
CMP
405
Christine Messmer PC
Pennsylvania
$3.43M +$3.44M +68,269 New
SC
406
Steph & Co
Wisconsin
$3.42M -$19.9K -396 -0.6%
DWM
407
Diversify Wealth Management
Utah
$3.4M +$3.1M +61,707 +1,100%
B
408
Bailard
California
$3.39M +$899K +17,875 +36%
RW
409
Rede Wealth
Virginia
$3.39M +$3.39M +67,318 New
TIM
410
Tortoise Investment Management
New York
$3.37M -$10.6K -210 -0.3%
LL
411
LPWM LLC
Minnesota
$3.37M +$95.1K +1,890 +3%
CPIG
412
Chicago Partners Investment Group
Illinois
$3.36M +$197K +3,924 +6%
SAI
413
Savvy Advisors Inc
New York
$3.35M -$68.1K -1,353 -2%
JIC
414
Joel Isaacson & Co
New York
$3.34M +$299K +5,934 +10%
SIP
415
Sellwood Investment Partners
Oregon
$3.33M +$414K +8,228 +14%
CFP
416
Catalyst Financial Partners
Massachusetts
$3.33M -$80.1K -1,591 -2%
PJSIMP
417
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.32M -$113K -2,245 -3%
CWM
418
Cornerstone Wealth Management
Missouri
$3.32M -$100K -1,989 -3%
VAF
419
Values Added Financial
District of Columbia
$3.3M -$55.2K -1,097 -2%
MWA
420
Motive Wealth Advisors
Michigan
$3.3M +$16K +318 +0.5%
EWM
421
Elmwood Wealth Management
California
$3.29M +$85K +1,690 +3%
FFP
422
FourThought Financial Partners
Florida
$3.28M +$61.8K +1,229 +2%
CAAM
423
Cornerstone Advisors Asset Management
Pennsylvania
$3.26M +$53.7K +1,068 +2%
BCM
424
Blume Capital Management
California
$3.25M – – –
TFA
425
TPG Financial Advisors
Oregon
$3.23M – – –
15 16
17
18 19