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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
751
Patriot Investment Management Group
Tennessee
$268K – – –
FAFN
752
First Affirmative Financial Network
Colorado
$268K -$27.2K -541 -9%
TIM
753
Total Investment Management
Arizona
$266K +$1.21K +24 +0.5%
RC
754
Roundview Capital
New Jersey
$264K +$9.49K +189 +4%
KWM
755
Kingsview Wealth Management
Oregon
$263K -$29.3K -584 -10%
ASFA
756
All Season Financial Advisors
Colorado
$262K +$54.9K +1,093 +27%
CWP
757
Cyndeo Wealth Partners
Florida
$261K -$8.23M -164,024 -97%
OAM
758
Occidental Asset Management
California
$261K – – –
CW
759
Channel Wealth
California
$260K +$258K +5,138 New
MWM
760
Mission Wealth Management
California
$258K -$33.6K -669 -12%
WCP
761
Wick Capital Partners
Pennsylvania
$258K +$256K +5,100 New
VP
762
Verum Partners
North Carolina
$258K -$83.3K -1,659 -25%
DWM
763
Dakota Wealth Management
Florida
$257K – – –
DWM
764
Drive Wealth Management
Utah
$257K -$28.6K -569 -10%
SWP
765
Stratos Wealth Partners
Ohio
$254K -$238K -4,749 -49%
BAMG
766
Brand Asset Management Group
Missouri
$253K -$32.7K -652 -12%
CTA
767
Chesley Taft & Associates
Illinois
$253K -$38.4K -764 -13%
NCM
768
Northland Capital Management
Minnesota
$251K +$31.1K +620 +14%
RWM
769
RKL Wealth Management
Pennsylvania
$250K +$11.7K +234 +5%
KCM
770
Kanawha Capital Management
Virginia
$248K – – –
RFG
771
RFP Financial Group
Georgia
$247K -$48.5K -967 -17%
ECM
772
Exchange Capital Management
Michigan
$244K +$241K +4,808 New
CS
773
Comerica Securities
Michigan
$243K -$145K -2,896 -38%
1WA
774
180 Wealth Advisors
Washington
$241K -$4.02K -80 -2%
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$240K +$17.7K +353 +8%
29 30
31
32 33