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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
751
Opal Wealth Advisors
New York
$1.02M -$1.42M -28,172 -58%
UB
752
Umpqua Bank
Oregon
$1.01M – – –
CFG
753
Carter Financial Group
Illinois
$1.01M -$13.9K -276 -1%
KWM
754
KMT Wealth Management
California
$1.01M +$1.03M +20,300 New
CF
755
Carter Financial
California
$1.01M -$36.2K -716 -3%
GWMR
756
GC Wealth Management RIA
Massachusetts
$1M +$475K +9,405 +88%
AFG
757
ABLE Financial Group
Arizona
$1M -$58.2K -1,152 -5%
RWP
758
Revolve Wealth Partners
New Jersey
$1M -$292K -5,790 -22%
EA
759
Evergreen Advisors
Tennessee
$1M +$1.01M +20,050 New
WFM
760
Wolff Financial Management
Michigan
$1M +$3.33K +66 +0.3%
FHA
761
Flagship Harbor Advisors
Massachusetts
$997K +$495K +9,809 +96%
NWM
762
Navigate Wealth Management
Alabama
$996K +$999K +19,775 New
SWM
763
Schwallier Wealth Management
Michigan
$991K +$131K +2,602 +15%
CCA
764
Checchi Capital Advisers
California
$991K – – –
DCM
765
Dimension Capital Management
Florida
$990K +$1M +19,840 New
AWAG
766
ARS Wealth Advisors Group
Florida
$983K – – –
BCI
767
Brinker Capital Investments
Pennsylvania
$981K -$5.75M -113,820 -85%
PRP
768
Peak Retirement Planning
Ohio
$978K +$403K +7,974 +69%
JBW
769
Journey Beyond Wealth
Georgia
$976K -$7.83K -155 -0.8%
EA
770
Evolution Advisers
Virginia
$976K +$116K +2,289 +13%
THCM
771
Taylor Hoffman Capital Management
Virginia
$974K +$18K +356 +2%
HP
772
Hilltop Partners
Indiana
$972K -$145K -2,878 -13%
BBHC
773
Brown Brothers Harriman & Co
New York
$972K -$442K -8,746 -31%
KBFS
774
Kohmann Bosshard Financial Services
Ohio
$971K -$5.2K -103 -0.5%
DM
775
Diversified Management
Wisconsin
$969K +$980K +19,416 New
29 30
31
32 33