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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
776
Orcam Financial Group
California
$767K – – –
SWP
777
ShoreHaven Wealth Partners
New Jersey
$761K -$377K -7,662 -34%
PC
778
Promus Capital
Illinois
$760K +$746K +15,172 New
CPA
779
Compass Planning Associates
Massachusetts
$748K +$6.14K +125 +0.8%
WTC
780
WhitTier Trust Company
Nevada
$742K – – –
AFGAS
781
Allegiance Financial Group Advisory Services
Virginia
$740K +$36.5K +742 +5%
AL
782
ADE LLC
Maryland
$732K -$54.6K -1,111 -7%
TCOV
783
Trust Company of Vermont
Vermont
$732K – – –
REMPR
784
Roof Eidam Maycock Peralta (REMP)
California
$725K -$237K -4,813 -25%
WFS
785
WealthGarden F.S.
California
$723K -$57.4K -1,168 -8%
KW
786
Keyvantage Wealth
Pennsylvania
$723K -$7.08K -144 -1%
NG
787
Northstar Group
New York
$720K -$179K -3,650 -20%
VC
788
Veery Capital
Delaware
$720K +$42.8K +870 +6%
RC
789
Roundview Capital
New Jersey
$715K – – –
FCA
790
FLC Capital Advisors
California
$713K – – –
LGA
791
Lebenthal Global Advisors
New York
$713K -$29.8K -607 -4%
SC
792
SouthState Corp
Florida
$713K -$876K -17,819 -56%
SCI
793
Silver Coast Investments
United States
$712K +$186K +3,791 +36%
ETC
794
Exchange Traded Concepts
Oklahoma
$710K +$97.9K +1,992 +16%
OPAM
795
Ocean Park Asset Management
California
$710K +$697K +14,189 New
CAMG
796
CWA Asset Management Group
Florida
$710K +$101K +2,047 +17%
VW
797
Veridan Wealth
Oregon
$708K +$695K +14,133 New
CFO
798
Callan Family Office
Pennsylvania
$704K – – –
SCA
799
Snowden Capital Advisors
New York
$703K +$1.23K +25 +0.2%
PFG
800
Prospect Financial Group
Virginia
$695K +$219K +4,452 +47%
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