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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWRP
776
Cassady Wealth & Retirement Planning
Nevada
$967K -$1.72K -34 -0.2%
KCM
777
Kathmere Capital Management
Pennsylvania
$959K +$970K +19,217 New
WA
778
WPG Advisers
Maryland
$958K +$3.08K +61 +0.3%
FIA
779
Foundations Investment Advisors
Arizona
$956K +$307K +6,072 +46%
SAM
780
Smithbridge Asset Management
Pennsylvania
$955K +$967K +19,145 New
FWP
781
Firethorn Wealth Partners
Georgia
$955K -$42.1K -834 -4%
WTC
782
WhitTier Trust Company
Nevada
$955K – – –
WWM
783
Western Wealth Management
Colorado
$953K +$287K +5,687 +42%
BVP
784
Bristlecone Value Partners
California
$953K -$16.6K -328 -2%
LFG
785
Lockerman Financial Group
California
$950K – – –
SWM
786
Seaside Wealth Management
California
$947K – – –
PFS
787
Prospect Financial Services
New York
$946K +$160K +3,177 +20%
EWM
788
EPG Wealth Management
Georgia
$929K +$39.7K +786 +4%
FRA
789
Frank Rimerman Advisors
California
$929K – – –
CL
790
Choreo LLC
Illinois
$926K -$332K -6,569 -26%
CCA
791
Clearwater Capital Advisors
Illinois
$920K +$12.5K +247 +1%
GI
792
GAMMA Investing
California
$917K +$308K +6,098 +50%
BRPW
793
Ballast Rock Private Wealth
South Carolina
$913K +$17.5K +346 +2%
SI
794
Stirlingshire Investments
New York
$912K -$21.4K -423 -2%
FA
795
FF Advisors
California
$911K -$94.7K -1,876 -9%
AWA
796
A4 Wealth Advisors
North Carolina
$909K +$264K +5,221 +40%
AFP
797
Ausdal Financial Partners
Iowa
$905K +$40.9K +810 +5%
VW
798
Veridan Wealth
Oregon
$901K +$117K +2,322 +15%
EWA
799
Elevate Wealth Advisory
Georgia
$899K +$8.89K +176 +1%
CA
800
Clune & Associates
Illinois
$895K +$5.15K +102 +0.6%
30 31
32
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