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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
526
Prospect Financial Group
Virginia
$2.59M +$1.09M +21,621 +73%
DWM
527
Dakota Wealth Management
Florida
$2.58M -$959K -19,076 -27%
IAA
528
Independent Advisor Alliance
North Carolina
$2.57M -$6.52M -129,798 -72%
CANC
529
Culbertson A N & Co
Virginia
$2.56M +$383K +7,630 +18%
EA
530
Eclectic Associates
California
$2.54M -$193K -3,833 -7%
AWM
531
Apollon Wealth Management
South Carolina
$2.54M +$409K +8,138 +19%
AWM
532
Act Wealth Management
Texas
$2.53M +$65.4K +1,302 +3%
FA
533
FDx Advisors
Illinois
$2.52M -$62.6K -1,245 -2%
PWP
534
Precedent Wealth Partners
Texas
$2.51M +$156K +3,112 +7%
SW
535
SlateStone Wealth
Florida
$2.5M -$3.32K -66 -0.1%
HWM
536
HB Wealth Management
Georgia
$2.46M +$702K +13,980 +40%
QAM
537
Q3 Asset Management
Michigan
$2.45M +$2.44M +48,472 New
WAG
538
Wheelhouse Advisory Group
Missouri
$2.45M +$33.4K +665 +1%
MHC
539
May Hill Capital
Massachusetts
$2.44M -$88.7K -1,766 -4%
VWM
540
Vermillion Wealth Management
Minnesota
$2.44M -$13.9K -276 -0.6%
CPIG
541
Chicago Partners Investment Group
Illinois
$2.44M -$1.19M -23,651 -32%
PWP
542
PrairieView Wealth Partners
Illinois
$2.43M +$127K +2,524 +6%
PF
543
Penney Financial
Texas
$2.43M -$1.51M -30,072 -39%
PCS
544
Private Client Services
Kentucky
$2.42M +$171K +3,399 +8%
SA
545
Sunesis Advisors
Kansas
$2.41M -$51.8K -1,031 -2%
IA
546
IFG Advisory
Georgia
$2.4M +$2.2M +43,735 +1,151%
MAM
547
Mullooly Asset Management
New Jersey
$2.39M +$104K +2,060 +5%
EA
548
Enclave Advisors
Texas
$2.39M +$65.8K +1,310 +3%
MCFP
549
Mallini Complete Financial Planning
Florida
$2.38M -$10.5M -209,689 -82%
SWASL
550
Spartan Wealth Advisory Services LLC
Michigan
$2.36M – – –
20 21
22
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