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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
526
HeadInvest LLC
Maine
$530K – – –
AWM
527
Atticus Wealth Management
Florida
$524K – – –
RPG
528
Resource Planning Group
Georgia
$524K +$18K +361 +3%
ME
529
McIlrath & Eck
Washington
$523K -$172K -3,432 -24%
GRP
530
Global Retirement Partners
California
$523K -$12.3K -246 -2%
AR
531
Apeiron RIA
Texas
$521K -$336K -6,718 -39%
SF
532
Summit Financial
New Jersey
$518K +$212K +4,244 +65%
BCM
533
Brasada Capital Management
Texas
$515K -$233K -4,669 -30%
TFS
534
TrustCore Financial Services
Tennessee
$515K -$130K -2,600 -20%
SPC
535
Sigma Planning Corp
Michigan
$512K -$81.4K -1,629 -13%
PFO
536
Pathstone Family Office
New Jersey
$511K +$531K +10,619 New
MAP
537
Milestone Advisory Partners
North Carolina
$507K – – –
CA
538
Clearstead Advisors
Ohio
$507K +$489K +9,773 +1,284%
VIA
539
Vickerman Investment Advisors
Washington
$494K – – –
EFG
540
Erickson Financial Group
Pennsylvania
$491K -$14.7K -295 -3%
HKIM
541
Hayek Kallen Investment Management
Alabama
$491K – – –
FVWA
542
Foster Victor Wealth Advisors
South Carolina
$488K -$4.3K -86 -0.8%
CCM
543
Canal Capital Management
Virginia
$487K -$399K -7,978 -44%
UA
544
Unison Advisors
District of Columbia
$485K +$504K +10,078 New
AWP
545
Ascent Wealth Partners
New York
$476K +$267K +5,339 +118%
WS
546
Wedbush Securities
California
$474K +$3.45K +69 +0.7%
LAM
547
LifePro Asset Management
California
$471K – – –
RCM
548
Rain Capital Management
Oregon
$471K +$2.55K +51 +0.5%
MWP
549
Madison Wealth Partners
Wisconsin
$467K +$236K +4,730 +95%
CIM
550
Cambria Investment Management
California
$463K -$340K -6,795 -41%
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