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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
476
Patriot Financial Group Insurance Agency
Massachusetts
$181K +$491 +9 +0.3%
SMG
477
Spectrum Management Group
Indiana
$175K – – –
GA
478
GoalVest Advisory
New York
$171K +$169K +3,104 New
RFA
479
Reilly Financial Advisors
California
$147K – – –
PB
480
Pinnacle Bancorp
Nebraska
$140K – – –
CL
481
COWA LLC
Oklahoma
$134K +$132K +2,420 New
JCM
482
Jacobi Capital Management
Pennsylvania
$127K +$6.17K +113 +5%
SWM
483
Sugarloaf Wealth Management
Georgia
$112K -$3.22K -59 -3%
AA
484
AlphaMark Advisors
Kentucky
$110K +$109K +2,000 New
CFO
485
CVA Family Office
Colorado
$108K +$84.8K +1,554 +389%
CWM
486
Cranbrook Wealth Management
Michigan
$101K – – –
AWM
487
Atticus Wealth Management
Florida
$99K +$98.3K +1,800 New
MA
488
Montag & Associates
Georgia
$93K +$92.5K +1,694 New
MCC
489
Money Concepts Capital
Florida
$88K +$87.3K +1,600 New
TPCW
490
TD Private Client Wealth
New York
$87K -$110K -2,022 -56%
APW
491
Acima Private Wealth
Virginia
$85K -$35.1K -643 -29%
TFGT
492
TS Financial Group (TSFG)
Illinois
$83K – – –
BAMG
493
Brand Asset Management Group
Missouri
$75K +$20.5K +375 +38%
JMF
494
Johnson Midwest Financial
Iowa
$73K +$72.2K +1,323 New
MG
495
MilWealth Group
Wisconsin
$72.5K – – –
LB
496
Legacy Bridge
Iowa
$71K – – –
EIP
497
Ellis Investment Partners
Pennsylvania
$70K +$491 +9 +0.7%
TWA
498
TCI Wealth Advisors
Arizona
$68K – – –
WEC
499
Winslow Evans & Crocker
Massachusetts
$62K +$28.9K +530 +90%
SIC
500
Salem Investment Counselors
North Carolina
$58K +$57.3K +1,050 New
18 19
20
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