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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
476
Columbia Trust
Oregon
$1.01M +$999K +20,430 New
BV
477
Boxwood Ventures
Illinois
$1.01M +$996K +20,380 New
CAWM
478
Capital Advisors Wealth Management
Washington
$1.01M -$18.5K -379 -2%
AWAG
479
ARS Wealth Advisors Group
Florida
$1M – – –
SB
480
Strategic Blueprint
Georgia
$999K +$987K +20,192 New
OCM
481
One Capital Management
California
$999K +$987K +20,187 New
AP
482
Americana Partners
Texas
$998K – – –
GIA
483
Goodwin Investment Advisory
Georgia
$998K -$1.94M -39,682 -66%
SL
484
Sentinus LLC
Illinois
$994K -$136K -2,784 -12%
BWM
485
Baystate Wealth Management
Massachusetts
$990K +$12.7K +260 +1%
BB
486
Bell Bank
North Dakota
$988K -$302K -6,176 -24%
RF
487
Resolute Financial
Massachusetts
$979K -$237K -4,846 -20%
PCS
488
Personal CFO Solutions
New Jersey
$967K -$235K -4,813 -20%
TPCW
489
TD Private Client Wealth
New York
$963K +$226K +4,622 +31%
JGIA
490
Jackson Grant Investment Advisers
Connecticut
$953K -$351K -7,180 -27%
RWA
491
Ropes Wealth Advisors
Massachusetts
$939K – – –
BCA
492
Bray Capital Advisors
Florida
$939K +$82.1K +1,679 +10%
FA
493
Fiducient Advisors
Illinois
$939K +$927K +18,968 New
FAT
494
First American Trust
California
$933K +$101K +2,057 +12%
CWAF
495
Core Wealth Advisors (Florida)
Florida
$923K +$74.2K +1,518 +9%
AWAP
496
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$916K +$904K +18,500 New
CFGS
497
Concourse Financial Group Securities
Alabama
$904K +$120K +2,447 +15%
SFG
498
Sterling Financial Group
California
$901K +$890K +18,200 New
HI
499
Human Investing
Oregon
$893K -$4.62M -94,449 -84%
BAM
500
Belpointe Asset Management
Nevada
$892K +$341K +6,970 +63%
18 19
20
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