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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCFP
551
Mallini Complete Financial Planning
Florida
$2.38M -$10.5M -209,689 -82%
SWASL
552
Spartan Wealth Advisory Services LLC
Michigan
$2.36M – – –
SLWM
553
Stone Loft Wealth Management
Pennsylvania
$2.35M +$2.36M +46,889 New
CA
554
CGN Advisors
Kansas
$2.34M -$294K -5,851 -11%
PFA
555
Petra Financial Advisors
Colorado
$2.33M +$999K +19,876 +76%
HR
556
Howe & Rusling
New York
$2.32M -$490K -9,750 -18%
TI
557
Truepoint Inc
Ohio
$2.31M -$10.8K -215 -0.5%
AA
558
Alesco Advisors
New York
$2.3M – – –
GBFP
559
Golden Bell Financial Planning
Georgia
$2.3M +$186K +3,706 +9%
MT
560
Midwest Trust
Kansas
$2.29M -$86.1K -1,713 -4%
SW
561
SteelPeak Wealth
California
$2.28M -$109K -2,165 -5%
PSA
562
Plum Street Advisors
Louisiana
$2.25M +$25.8K +514 +1%
DWM
563
DeLarme Wealth Management
California
$2.24M +$343K +6,832 +18%
GFWA
564
Grey Fox Wealth Advisors
Delaware
$2.24M -$29K -578 -1%
OMC
565
Old Mission Capital
Illinois
$2.23M +$2.22M +44,136 New
GMA
566
Glassy Mountain Advisors
Maryland
$2.23M -$18.4K -367 -0.8%
LFP
567
Leeward Financial Partners
Washington
$2.2M -$4.52K -90 -0.2%
AIM
568
Archer Investment Management
Texas
$2.2M -$544K -10,816 -20%
SWM
569
Steelhead Wealth Management
Virginia
$2.2M -$408K -8,112 -16%
WJA
570
Willis Johnson & Associates
Texas
$2.18M -$232K -4,619 -10%
SAM
571
S.A. Mason
Michigan
$2.18M +$189K +3,770 +10%
AAS
572
Ameritas Advisory Services
Nebraska
$2.17M -$130K -2,594 -6%
CWA
573
Centerline Wealth Advisors
Kentucky
$2.16M +$161K +3,198 +8%
PPWP
574
Premier Path Wealth Partners
New Jersey
$2.14M -$145K -2,877 -6%
MF
575
Manuka Financial
Virginia
$2.14M – – –
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