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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
426
MB, Levis & Associates
Pennsylvania
$3.22M -$855 -17 -0%
SVWG
427
Shared Vision Wealth Group
United States
$3.21M -$94.5K -1,878 -3%
AIM
428
Advyzon Investment Management
Illinois
$3.19M +$98.1K +1,950 +3%
HW
429
Hancock Whitney
Mississippi
$3.17M +$58.1K +1,154 +2%
GGS
430
Galvin Gaustad & Stein
Arizona
$3.14M +$40.9K +812 +1%
FB
431
Fulton Bank
Pennsylvania
$3.14M +$133K +2,647 +4%
MMPW
432
Mitchell McLeod Pugh & Williams
Alabama
$3.14M +$118K +2,342 +4%
UCFA
433
United Capital Financial Advisors
Texas
$3.13M +$1.87M +37,098 +147%
TFO
434
Timonier Family Office
North Carolina
$3.13M -$327K -6,499 -9%
AWM
435
Apollon Wealth Management
South Carolina
$3.07M -$342K -6,790 -10%
CSP
436
Cary Street Partners
Virginia
$3.07M +$375K +7,459 +14%
OWM
437
Opes Wealth Management
California
$3.07M +$65.4K +1,300 +2%
KWM
438
Kingsview Wealth Management
Oregon
$3.05M -$678K -13,481 -18%
PF
439
PlanWiser Financial
Colorado
$3.04M +$73.5K +1,461 +2%
BC
440
Burney Company
Virginia
$3.04M +$132K +2,619 +5%
IAA
441
Independent Advisor Alliance
North Carolina
$3.02M +$807K +16,029 +36%
PFA
442
Pure Financial Advisors
California
$3.01M +$588K +11,681 +24%
MWM
443
McNaughton Wealth Management
California
$3M -$217K -4,309 -7%
TC
444
Trust Company
Kansas
$2.99M +$2.98M +59,212 +27,037%
SW
445
Simplicity Wealth
New Jersey
$2.98M +$311K +6,180 +12%
SA
446
Sincerus Advisory
New York
$2.96M -$235K -4,667 -7%
FCP
447
Fidelis Capital Partners
Florida
$2.94M +$754K +14,988 +34%
RA
448
RFG Advisory
Alabama
$2.91M -$861K -17,120 -23%
NDSI
449
Newman Dignan & Sheerar Inc
Rhode Island
$2.91M -$108K -2,138 -4%
MSFS
450
Main Street Financial Solutions
Pennsylvania
$2.9M +$300K +5,966 +12%
16 17
18
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