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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
426
Investment Advisory Group
Massachusetts
$958K – – –
RWA
427
Ropes Wealth Advisors
Massachusetts
$955K -$14.8K -295 -2%
CA
428
Cetera Advisors
Colorado
$952K -$265K -5,285 -22%
HFA
429
Highland Financial Advisors
New Jersey
$942K +$945K +18,861 New
PGA
430
Portland Global Advisors
Maine
$940K -$9.27K -185 -1%
BAAM
431
Baker Avenue Asset Management
California
$939K +$943K +18,819 New
WWM
432
Wiser Wealth Management
Georgia
$934K +$938K +18,718 New
SIC
433
Sigma Investment Counselors
Michigan
$933K -$166K -3,314 -15%
SFG
434
Sovereign Financial Group
Connecticut
$933K -$8.12K -162 -0.9%
CCMD
435
Cypress Capital Management (Delaware)
Delaware
$924K +$351K +7,000 +61%
YIA
436
YHB Investment Advisors
Connecticut
$922K -$376K -7,500 -29%
BFO
437
Boston Family Office
Massachusetts
$921K -$534K -10,663 -37%
CDIA
438
Capital Directions Investment Advisors
Georgia
$907K +$862K +17,197 +1,755%
BWM
439
Boyd Wealth Management
California
$906K +$910K +18,158 New
CCM
440
Canal Capital Management
Virginia
$904K +$907K +18,100 New
EH
441
Equitable Holdings
New York
$900K +$144K +2,872 +19%
ACM
442
Armbruster Capital Management
New York
$883K -$2.47M -49,362 -74%
PP
443
PrairieView Partners
Minnesota
$878K -$436K -8,706 -33%
SWM
444
Soundmark Wealth Management
Washington
$872K +$876K +17,470 New
AIM
445
AMI Investment Management
Indiana
$868K -$40.1K -800 -4%
PFA
446
Pure Financial Advisors
California
$868K +$871K +17,380 New
FPAS
447
Focus Partners Advisor Solutions
Missouri
$862K +$285K +5,693 +49%
DADC
448
D.A. Davidson & Co
Montana
$851K +$254K +5,064 +42%
SEP
449
Southland Equity Partners
Missouri
$839K – – –
CFGS
450
Concourse Financial Group Securities
Alabama
$837K -$47.2K -941 -5%
16 17
18
19 20