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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
451
Fort Washington Investment Advisors
Ohio
$371K – – –
LPWM
452
Lake Point Wealth Management
Texas
$368K +$367K +6,661 New
MAM
453
MMA Asset Management
Pennsylvania
$366K – – –
MAFM
454
Mid Atlantic Financial Management
Pennsylvania
$365K +$364K +6,599 New
BPB
455
Badgley, Phelps & Bell
Washington
$359K – – –
CTC
456
Chai Trust Company
Illinois
$358K +$357K +6,481 New
AP
457
Arlington Partners
Alabama
$357K – – –
CSPIA
458
Cary Street Partners Investment Advisory
Virginia
$353K +$131K +2,386 +60%
IAIM
459
International Assets Investment Management
Florida
$348K -$381K -6,915 -52%
PEA
460
Pacific Edge Advisors
California
$345K -$386K -7,000 -53%
CF
461
Centaurus Financial
California
$345K -$28.6K -520 -8%
SFO
462
Stokes Family Office
Louisiana
$344K +$342K +6,216 New
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$340K +$110 +2 +0%
WCWM
464
Willow Creek Wealth Management
California
$340K +$18.3K +333 +6%
HW
465
Hamilton Wealth
California
$338K -$6.23K -113 -2%
MCM
466
Maryland Capital Management
Maryland
$336K – – –
TI
467
Tidal Investments
Wisconsin
$332K – – –
FVWA
468
Foster Victor Wealth Advisors
South Carolina
$328K +$5.84K +106 +2%
PWMG
469
Prestige Wealth Management Group
New Jersey
$323K +$992 +18 +0.3%
RPG
470
Resource Planning Group
Georgia
$322K -$1.11M -20,140 -78%
CFG
471
Citizens Financial Group
Rhode Island
$321K +$319K +5,797 New
FSWA
472
Financial Synergies Wealth Advisors
Texas
$317K +$58K +1,052 +23%
BCM
473
Brasada Capital Management
Texas
$315K -$60.5K -1,099 -16%
BJL
474
Brighton Jones LLC
Washington
$314K +$5.23K +95 +2%
BRWA
475
B. Riley Wealth Advisors
Florida
$308K +$9.53K +173 +3%
17 18
19
20 21