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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
476
Belpointe Asset Management
Nevada
$560K -$83.6K -1,571 -13%
TPCW
477
TD Private Client Wealth
New York
$556K +$8.62K +162 +2%
KF
478
Krilogy Financial
Missouri
$555K -$147K -2,769 -20%
FVWA
479
Foster Victor Wealth Advisors
South Carolina
$552K +$57.6K +1,083 +11%
AFP
480
Ausdal Financial Partners
Iowa
$550K +$27.2K +511 +5%
BP
481
Ballentine Partners
Massachusetts
$548K – – –
SWA
482
SOA Wealth Advisors
New York
$547K +$11.6K +218 +2%
LWP
483
Lumature Wealth Partners
Georgia
$545K -$286K -5,375 -34%
IP
484
Ignite Planners
California
$539K +$1.54K +29 +0.3%
TC
485
Tenret Company
Florida
$536K -$5.17M -97,082 -90%
MAM
486
MMA Asset Management
Pennsylvania
$532K +$156K +2,938 +38%
HKIM
487
Hayek Kallen Investment Management
Alabama
$526K – – –
FIA
488
Foundations Investment Advisors
Arizona
$523K -$220K -4,138 -29%
STA
489
Summit Trail Advisors
New York
$518K +$3.57K +67 +0.7%
TLP
490
Trinity Legacy Partners
Texas
$516K – – –
VIA
491
Vickerman Investment Advisors
Washington
$510K -$46.7K -878 -8%
CPP
492
Capasso Planning Partners
South Carolina
$509K -$48.8K -917 -8%
USCWA
493
U.S. Capital Wealth Advisors
Texas
$506K – – –
AWA
494
Aletheian Wealth Advisors
Washington
$505K +$521K +9,791 New
PFO
495
Pathstone Family Office
New Jersey
$504K -$63.1K -1,185 -11%
EA
496
Emerald Advisors
Washington
$503K -$160K -3,012 -24%
WS
497
Wedbush Securities
California
$503K +$11.5K +217 +2%
BFA
498
Beacon Financial Advisory
Ohio
$500K +$516K +9,696 New
MWA
499
Monograph Wealth Advisors
California
$499K – – –
PW
500
Peninsula Wealth
California
$497K -$9.79K -184 -2%
18 19
20
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