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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWM
551
Stone Loft Wealth Management
Pennsylvania
$2.35M +$2.36M +46,889 New
CA
552
CGN Advisors
Kansas
$2.34M -$294K -5,851 -11%
PFA
553
Petra Financial Advisors
Colorado
$2.33M +$999K +19,876 +76%
HR
554
Howe & Rusling
New York
$2.32M -$490K -9,750 -18%
TI
555
Truepoint Inc
Ohio
$2.31M -$10.8K -215 -0.5%
AA
556
Alesco Advisors
New York
$2.3M – – –
GBFP
557
Golden Bell Financial Planning
Georgia
$2.3M +$186K +3,706 +9%
MT
558
Midwest Trust
Kansas
$2.29M -$86.1K -1,713 -4%
SW
559
SteelPeak Wealth
California
$2.28M -$109K -2,165 -5%
PSA
560
Plum Street Advisors
Louisiana
$2.25M +$25.8K +514 +1%
DWM
561
DeLarme Wealth Management
California
$2.24M +$343K +6,832 +18%
GFWA
562
Grey Fox Wealth Advisors
Delaware
$2.24M -$29K -578 -1%
OMC
563
Old Mission Capital
Illinois
$2.23M +$2.22M +44,136 New
GMA
564
Glassy Mountain Advisors
Maryland
$2.23M -$18.4K -367 -0.8%
LFP
565
Leeward Financial Partners
Washington
$2.2M -$4.52K -90 -0.2%
AIM
566
Archer Investment Management
Texas
$2.2M -$544K -10,816 -20%
SWM
567
Steelhead Wealth Management
Virginia
$2.2M -$408K -8,112 -16%
WJA
568
Willis Johnson & Associates
Texas
$2.18M -$232K -4,619 -10%
SAM
569
S.A. Mason
Michigan
$2.18M +$189K +3,770 +10%
AAS
570
Ameritas Advisory Services
Nebraska
$2.17M -$130K -2,594 -6%
CWA
571
Centerline Wealth Advisors
Kentucky
$2.16M +$161K +3,198 +8%
PPWP
572
Premier Path Wealth Partners
New Jersey
$2.14M -$145K -2,877 -6%
MF
573
Manuka Financial
Virginia
$2.14M – – –
KC
574
Knuff & Co
California
$2.13M +$2.11M +42,050 New
CSPIA
575
Cary Street Partners Investment Advisory
Virginia
$2.1M +$166K +3,298 +9%
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