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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Cranbrook Wealth Management
Michigan
$1.02M +$277K +5,535 +37%
UB
677
Umpqua Bank
Oregon
$1.01M – – –
EC
678
Eaton-Cambridge
Arizona
$1.01M +$1.02M +20,423 New
LPAM
679
Lodestar Private Asset Management
California
$1.01M +$61.3K +1,225 +6%
BV
680
Boxwood Ventures
Illinois
$1.01M – – –
LIWM
681
Long Island Wealth Management
New York
$1.01M +$23.3K +466 +2%
NL
682
Navalign LLC
California
$1.01M +$393K +7,848 +63%
AR
683
Apeiron RIA
Texas
$1M -$236K -4,709 -19%
LIG
684
Lokken Investment Group
Delaware
$1M +$14.8K +295 +1%
PTC
685
Private Trust Company
Ohio
$994K -$130K -2,590 -11%
FWP
686
Firethorn Wealth Partners
Georgia
$983K -$198K -3,954 -17%
KW
687
Keyvantage Wealth
Pennsylvania
$980K -$659K -13,177 -40%
WFM
688
Wolff Financial Management
Michigan
$976K +$2K +40 +0.2%
CWA
689
Continuum Wealth Advisors
New York
$972K -$135K -2,705 -12%
JIR
690
James Investment Research
Ohio
$971K -$414K -8,284 -30%
SWA
691
Sax Wealth Advisors
New Jersey
$968K +$30.3K +606 +3%
REMPR
692
Roof Eidam Maycock Peralta (REMP)
California
$967K -$56.1K -1,122 -5%
PI
693
PFG Investments
New York
$967K +$39.1K +781 +4%
HNWAG
694
High Net Worth Advisory Group
Florida
$967K -$16.9K -338 -2%
BMC
695
Bear Mountain Capital
Washington
$966K +$911K +18,216 +1,217%
PFBT
696
Parkside Financial Bank & Trust
Missouri
$964K +$770K +15,394 +381%
FF
697
Farrell Financial
New York
$960K +$1.3K +26 +0.1%
CST
698
Charles Schwab Trust
Nevada
$958K +$966K +19,311 New
MFG
699
MidWestOne Financial Group
Iowa
$958K – – –
WIA
700
Wetzel Investment Advisors
Indiana
$956K -$1.35K -27 -0.1%
26 27
28
29 30