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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
776
SlateStone Wealth
Florida
$213K +$211K +4,306 New
OC
777
Oppenheimer & Co
New York
$211K -$7.19K -147 -3%
RCG
778
Regatta Capital Group
California
$209K – – –
IWN
779
Independent Wealth Network
Iowa
$209K +$206K +4,215 New
GAM
780
Gould Asset Management
California
$208K +$205K +4,200 New
FWA
781
FSM Wealth Advisors
Ohio
$204K +$201K +4,118 New
ASFA
782
All Season Financial Advisors
Colorado
$202K +$199K +4,073 New
SWA
783
SOA Wealth Advisors
New York
$199K -$14.1K -289 -7%
BSB
784
Bangor Savings Bank
Maine
$198K – – –
RBC
785
Romano Brothers & Co
Illinois
$191K -$42.8K -875 -19%
FFA
786
Farther Finance Advisors
California
$189K +$187K +3,817 New
EA
787
Evolution Advisers
Virginia
$184K +$183K +3,737 New
WB
788
Webster Bank
Connecticut
$176K +$174K +3,558 New
AP
789
Arlington Partners
Alabama
$166K – – –
RCM
790
Raleigh Capital Management
North Carolina
$156K +$154K +3,154 +157,700%
MIM
791
Macroview Investment Management
Maryland
$153K +$151K +3,095 New
IGWM
792
ICA Group Wealth Management
Colorado
$143K -$84K -1,718 -37%
MCC
793
Money Concepts Capital
Florida
$139K +$137K +2,806 New
BHWM
794
Beaird Harris Wealth Management
Texas
$135K +$67K +1,370 +102%
LPIC
795
LeJeune Puetz Investment Counsel
Michigan
$126K +$125K +2,550 New
CFO
796
CVA Family Office
Colorado
$116K +$19.1K +390 +20%
CWC
797
Carolinas Wealth Consulting
North Carolina
$106K -$38.8K -794 -27%
EWA
798
EverSource Wealth Advisors
Alabama
$98.6K – – –
GWM
799
Geneos Wealth Management
Colorado
$96.9K +$98 +2 +0.1%
SWM
800
Sugarloaf Wealth Management
Georgia
$95.2K – – –
30 31
32
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