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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
726
Compass Financial Group (South Dakota)
South Dakota
$688K +$218K +4,358 +46%
BIM
727
Breakwater Investment Management
Washington
$682K +$35.8K +715 +6%
ZF
728
Zhang Financial
Michigan
$672K +$181K +3,610 +37%
APA
729
Astoria Portfolio Advisors
New York
$670K -$5.95K -119 -0.9%
MWP
730
Madison Wealth Partners
Wisconsin
$664K -$67.5K -1,350 -9%
VW
731
Veridan Wealth
Oregon
$663K +$677K +13,529 New
FA
732
FSA Advisors
Michigan
$662K -$4.25K -85 -0.6%
SIG
733
Spinnaker Investment Group
California
$660K +$6.46K +129 +1%
BF
734
Blankinship & Foster
California
$659K +$23.2K +464 +4%
FMC
735
First Merchants Corp
Indiana
$651K -$7.11K -142 -1%
WMA
736
West Michigan Advisors
Michigan
$649K – – –
SW
737
SlateStone Wealth
Florida
$647K +$14.9K +298 +2%
CLG
738
Cooperman Leon G
$645K – – –
NG
739
Norden Group
Utah
$643K – – –
WWM
740
Western Wealth Management
Colorado
$642K +$203K +4,051 +46%
MWM
741
Mission Wealth Management
California
$641K -$533K -10,661 -45%
BBA
742
Braun-Bostich & Associates
Pennsylvania
$641K +$402K +8,032 +169%
PCMC
743
Private Capital Management (Colorado)
Colorado
$639K -$9.01K -180 -1%
TSS
744
Two Sigma Securities
New York
$639K +$65K +1,300 +11%
CKAIS
745
Christensen King & Associates Investment Services
Washington
$637K +$20.6K +411 +3%
VC
746
Veery Capital
Delaware
$628K -$121K -2,414 -16%
SAI
747
Savvy Advisors Inc
New York
$623K -$350K -6,987 -36%
WT
748
Washington Trust
Rhode Island
$616K – – –
CWA
749
Continuum Wealth Advisors
New York
$612K +$159K +3,172 +35%
WOSD
750
WFA of San Diego
California
$608K +$607K +12,128 New
28 29
30
31 32