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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
526
Madison Wealth Partners
Wisconsin
$882K +$108K +2,145 +14%
HCM
527
Hollencrest Capital Management
California
$875K +$50 +1 +0%
IAG
528
Investment Advisory Group
Massachusetts
$873K +$50.2K +1,000 +6%
LCC
529
Lincoln Capital Corp
Rhode Island
$870K -$90.1K -1,793 -9%
FMC
530
First Merchants Corp
Indiana
$864K +$75.4K +1,500 +10%
NSIM
531
North Star Investment Management
Illinois
$859K -$10K -200 -1%
EWA
532
Encompass Wealth Advisors
Oregon
$855K – – –
OFG
533
Orcam Financial Group
California
$853K -$236K -4,693 -22%
FNWM
534
Financial Network Wealth Management
Utah
$849K +$186K +3,707 +28%
SEP
535
Southland Equity Partners
Missouri
$844K – – –
MPW
536
MGO Private Wealth
California
$842K +$843K +16,772 New
CB
537
Cadence Bank
Mississippi
$832K – – –
LFP
538
Leeward Financial Partners
Washington
$830K +$830K +16,520 New
HI
539
Human Investing
Oregon
$825K -$754 -15 -0.1%
AAG
540
Armstrong Advisory Group
Massachusetts
$820K +$22.9K +456 +3%
IC
541
IEQ Capital
California
$817K +$533K +10,602 +187%
WT
542
Whittier Trust
California
$817K – – –
FA
543
FC Advisory
Pennsylvania
$816K +$197K +3,923 +32%
KAM
544
Kraft Asset Management
Tennessee
$814K – – –
RIA
545
Retirement Investment Advisors
Oklahoma
$805K – – –
ME
546
McIlrath & Eck
Washington
$805K -$30.7K -611 -4%
MWA
547
Moser Wealth Advisors
Washington
$799K +$799K +15,905 New
FPF
548
First Pacific Financial
Washington
$798K +$5.22K +104 +0.7%
CCFM
549
Clear Creek Financial Management
Washington
$796K -$199K -3,966 -20%
TW
550
Towerpoint Wealth
California
$795K – – –
20 21
22
23 24