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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
601
Icon Wealth Partners
Texas
$630K +$224K +4,463 +55%
FWP
602
Falcon Wealth Planning
California
$628K +$629K +12,514 New
WWA
603
WCG Wealth Advisors
Nevada
$622K +$37.1K +738 +6%
WT
604
Washington Trust
Rhode Island
$618K -$1.26K -25 -0.2%
AWS
605
Aspen Wealth Strategies
Colorado
$616K +$72.3K +1,439 +13%
LL
606
LPWM LLC
Minnesota
$616K -$14.9K -297 -2%
GDP
607
Great Diamond Partners
Maine
$614K -$8.99K -179 -1%
FWA
608
Freedom Wealth Alliance
Wisconsin
$604K -$66.9K -1,332 -10%
MPCL
609
My Personal CFO LLC
Washington
$603K – – –
EA
610
Evolution Advisers
Virginia
$602K +$50.4K +1,003 +9%
FFN
611
Focus Financial Network
Minnesota
$602K -$9.04K -180 -1%
LSIA
612
LaSalle St. Investment Advisors
Illinois
$599K -$8.29K -165 -1%
KTA
613
Keeley-Teton Advisors
Illinois
$599K – – –
CAM
614
Cresset Asset Management
Illinois
$597K -$56.9K -1,132 -9%
FAIM
615
Financial Advocates Investment Management
Washington
$592K +$17.7K +353 +3%
FWA
616
FSM Wealth Advisors
Ohio
$588K +$160K +3,190 +37%
CIM
617
Cambria Investment Management
California
$587K +$61.7K +1,228 +12%
PFO
618
Pathstone Family Office
New Jersey
$586K +$137K +2,722 +30%
CFP
619
Catalyst Financial Partners
Massachusetts
$583K – – –
WMA
620
West Michigan Advisors
Michigan
$580K +$22.5K +447 +4%
CFMC
621
Curbstone Financial Management Corp
New Hampshire
$580K -$93K -1,850 -14%
GWCM
622
Godshalk Welsh Capital Management
Pennsylvania
$573K -$133K -2,643 -19%
DI
623
Disciplined Investments
Oklahoma
$571K +$94.2K +1,875 +20%
CB
624
Centennial Bank
Arkansas
$567K -$168K -3,350 -23%
KWM
625
Kingsview Wealth Management
Oregon
$565K +$305K +6,065 +117%
23 24
25
26 27