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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
751
SlateStone Wealth
Florida
$662K +$1.77K +35 +0.3%
SCA
752
Scott Capital Advisors
Oregon
$662K +$65.1K +1,285 +11%
APIM
753
Agate Pass Investment Management
Washington
$659K +$62.9K +1,242 +11%
CLG
754
Cooperman Leon G
$658K – – –
WWM
755
Western Wealth Management
Colorado
$656K +$1.47K +29 +0.2%
SFS
756
Strategic Financial Services
New York
$655K +$405K +8,000 +166%
FA
757
FSA Advisors
Michigan
$654K -$20.6K -407 -3%
FCA
758
FLC Capital Advisors
California
$653K +$43.2K +853 +7%
HCM
759
Hollencrest Capital Management
California
$652K -$83.2K -1,642 -11%
CKAIS
760
Christensen King & Associates Investment Services
Washington
$651K +$405 +8 +0.1%
GWMR
761
GC Wealth Management RIA
Massachusetts
$650K +$644K +12,715 New
LSIA
762
LaSalle St. Investment Advisors
Illinois
$646K +$162K +3,195 +34%
SCP
763
Stevens Capital Partners
Nebraska
$642K +$214K +4,225 +51%
VC
764
Veery Capital
Delaware
$641K +$659 +13 +0.1%
QPWM
765
Quadrant Private Wealth Management
Pennsylvania
$641K -$241K -4,747 -27%
LWL
766
Leo Wealth LLC
Texas
$632K -$535K -10,566 -46%
WT
767
Washington Trust
Rhode Island
$629K – – –
PCMC
768
Private Capital Management (Colorado)
Colorado
$626K -$25.1K -495 -4%
APA
769
Astoria Portfolio Advisors
New York
$625K -$52.9K -1,043 -8%
PA
770
Pineridge Advisors
Missouri
$620K -$157K -3,107 -20%
NL
771
Navalign LLC
California
$620K +$47.4K +936 +8%
OC
772
Oppenheimer & Co
New York
$617K -$170K -3,352 -22%
SIG
773
Spinnaker Investment Group
California
$617K -$55.4K -1,093 -8%
RTL
774
Red Tortoise LLC
Georgia
$616K +$71.9K +1,419 +13%
MFG
775
Magnus Financial Group
New York
$612K +$11.9K +234 +2%
29 30
31
32 33