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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
651
Tocqueville Asset Management
New York
$443K – – –
PFO
652
Pathstone Family Office
New Jersey
$443K -$81.8K -1,674 -16%
IWA
653
Icon Wealth Advisors
Texas
$441K +$435K +8,901 New
CBFP
654
Cedar Brook Financial Partners
Ohio
$440K +$435K +8,896 New
PB
655
Pinnacle Bancorp
Nebraska
$440K +$237K +4,842 +120%
CIM
656
Cambria Investment Management
California
$439K -$36.9K -754 -8%
OAP
657
One Advisory Partners
Kansas
$437K +$164K +3,348 +61%
HFS
658
Howard Financial Services
Texas
$437K +$431K +8,821 New
HWAM
659
Hennion & Walsh Asset Management
New Jersey
$436K +$2.93K +60 +0.7%
CCMI
660
Creative Capital Management Investments
California
$434K +$429K +8,775 New
MWM
661
Mascoma Wealth Management
New Hampshire
$432K +$192K +3,931 +82%
CCM
662
Coldstream Capital Management
Washington
$427K +$422K +8,636 New
LFA
663
Level Financial Advisors
New York
$426K +$5.77K +118 +1%
HS
664
Horan Securities
United States
$424K -$840K -17,187 -67%
GT
665
Glenview Trust
Kentucky
$421K – – –
VFIC
666
Valley Forge Investment Consultants
Pennsylvania
$420K +$415K +8,482 New
SG
667
StoneX Group
New York
$417K -$9.97K -204 -2%
MCCA
668
Mill Creek Capital Advisors
Pennsylvania
$413K +$408K +8,348 New
MWM
669
Maltin Wealth Management
New Jersey
$411K +$3.37K +69 +0.8%
HWM
670
HB Wealth Management
Georgia
$407K -$1.07M -21,987 -73%
VCM
671
Versant Capital Management
Arizona
$401K -$27.3K -559 -6%
RSWM
672
Robertson Stephens Wealth Management
California
$398K +$187K +3,830 +91%
BFEC
673
Benjamin F. Edwards & Company
Missouri
$397K +$86.5K +1,769 +28%
RIA
674
Retirement Investment Advisors
Oklahoma
$397K +$392K +8,018 New
FRA
675
Frank Rimerman Advisors
California
$396K – – –
25 26
27
28 29