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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
426
Phillips Financial Management
Indiana
$2.98M -$40.5K -809 -1%
HW
427
Hancock Whitney
Mississippi
$2.97M -$25K -500 -0.8%
BWM
428
BCGM Wealth Management
Indiana
$2.96M +$1.01M +20,287 +52%
SCG
429
Sonata Capital Group
Washington
$2.94M -$183K -3,650 -6%
CA
430
Cambridge Associates
Massachusetts
$2.94M – – –
SW
431
SteelPeak Wealth
California
$2.93M -$37.1K -741 -1%
RW
432
Rede Wealth
Virginia
$2.92M +$496K +9,922 +20%
SIP
433
Sellwood Investment Partners
Oregon
$2.91M +$534K +10,669 +22%
RFP
434
RCS Financial Planning
Maryland
$2.91M -$434K -8,684 -13%
AA
435
Alesco Advisors
New York
$2.91M -$164K -3,270 -5%
HIP
436
HUB Investment Partners
Texas
$2.91M +$11.9K +238 +0.4%
FLPIM
437
F.L. Putnam Investment Management
Massachusetts
$2.9M -$675K -13,497 -19%
FFM
438
Forum Financial Management
Illinois
$2.86M -$3.75M -74,973 -57%
SAM
439
SP Asset Management
California
$2.86M -$441K -8,810 -13%
S
440
SignatureFD
Georgia
$2.84M -$203K -4,051 -7%
PF
441
PlanWiser Financial
Colorado
$2.84M +$2.9M +57,874 New
CPW
442
Catalyst Private Wealth
California
$2.82M +$2.36M +47,194 +488%
CFO
443
Collective Family Office
Pennsylvania
$2.81M +$81.3K +1,625 +3%
WTA
444
Washington Trust Advisors
Massachusetts
$2.8M +$551K +11,004 +24%
CFS
445
Cannon Financial Strategists
Georgia
$2.79M +$83.6K +1,672 +3%
TF
446
Theory Financial
Colorado
$2.79M +$1.12M +22,428 +67%
TA
447
TPG Advisors
Illinois
$2.78M +$74.1K +1,482 +3%
MMPW
448
Mitchell McLeod Pugh & Williams
Alabama
$2.77M -$39.3K -786 -1%
MAS
449
Meeder Advisory Services
Ohio
$2.77M -$80.6M -1,610,544 -97%
GFM
450
GEN Financial Management
Minnesota
$2.76M -$441K -8,816 -14%
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