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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
626
Burney Company
Virginia
$560K +$7.89K +157 +1%
BJL
627
Brighton Jones LLC
Washington
$553K -$310K -6,163 -36%
CWS
628
Cypress Wealth Services
California
$552K -$19.1K -381 -3%
MAG
629
MRA Advisory Group
New Jersey
$547K +$255K +5,072 +87%
RVPG
630
Relative Value Partners Group
$542K +$1.46K +29 +0.3%
SIG
631
Sargent Investment Group
Maryland
$541K -$652K -12,976 -55%
FWI
632
Facet Wealth Inc
Maryland
$540K -$2.4M -47,741 -81%
PC
633
Prairiewood Capital
North Dakota
$537K -$61.6K -1,226 -10%
OAP
634
One Advisory Partners
Kansas
$526K +$42.6K +847 +9%
HWM
635
HB Wealth Management
Georgia
$526K +$113K +2,240 +27%
DADC
636
D.A. Davidson & Co
Montana
$525K -$80.4K -1,600 -13%
CFFP
637
Center for Financial Planning
Michigan
$515K – – –
BFEC
638
Benjamin F. Edwards & Company
Missouri
$515K -$53.7K -1,068 -9%
AWM
639
Atticus Wealth Management
Florida
$509K +$854 +17 +0.2%
AWP
640
Ascent Wealth Partners
New York
$508K +$5.73K +114 +1%
TGCMU
641
Titan Global Capital Management USA
New York
$505K +$156K +3,100 +45%
LAM
642
LifePro Asset Management
California
$502K +$10K +199 +2%
DWP
643
Destiny Wealth Partners
Florida
$500K +$57.2K +1,138 +13%
AA
644
Addison Advisors
Vermont
$500K -$95.5K -1,900 -16%
WWM
645
Wolff Wiese Magana
California
$494K +$13.7K +273 +3%
JJBC
646
James J. Burns & Company
New York
$492K +$3.67K +73 +0.7%
JIR
647
James Investment Research
Ohio
$485K -$115K -2,295 -19%
HFAS
648
Hummer Financial Advisory Services
Illinois
$482K – – –
NL
649
NVWM LLC
Pennsylvania
$481K – – –
CL
650
Choreo LLC
Illinois
$481K – – –
24 25
26
27 28