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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
JBW
801
Journey Beyond Wealth
Georgia
$983K -$6.48K -129 -0.7%
BC
802
Brio Consultants
California
$980K +$326K +6,483 +50%
RWM
803
Revisor Wealth Management
Ohio
$973K -$237K -4,716 -20%
KBFS
804
Kohmann Bosshard Financial Services
Ohio
$972K -$12.2K -243 -1%
KCM
805
Kathmere Capital Management
Pennsylvania
$972K – – –
SCI
806
Silver Coast Investments
United States
$971K +$74.7K +1,486 +8%
SAM
807
Smithbridge Asset Management
Pennsylvania
$968K – – –
LFG
808
Lockerman Financial Group
California
$963K – – –
SWM
809
Seaside Wealth Management
California
$962K +$1.86K +37 +0.2%
RWP
810
Revolve Wealth Partners
New Jersey
$960K -$55.5K -1,105 -6%
WA
811
WPG Advisers
Maryland
$957K -$14.9K -296 -2%
EWM
812
EPG Wealth Management
Georgia
$953K +$11.1K +220 +1%
KCA
813
Kastel Capital Advisors
Massachusetts
$953K +$960K +19,097 New
VFIC
814
Valley Forge Investment Consultants
Pennsylvania
$952K -$203K -4,045 -18%
SG
815
StoneX Group
New York
$951K +$236K +4,687 +33%
CCA
816
Clearwater Capital Advisors
Illinois
$947K +$14.6K +290 +2%
IAS
817
Integrity Advisory Solutions
Texas
$945K +$97.8K +1,946 +12%
MAM
818
MMA Asset Management
Pennsylvania
$943K +$36.7K +730 +4%
FRA
819
Frank Rimerman Advisors
California
$941K -$50 -1 -0%
EWA
820
Elevate Wealth Advisory
Georgia
$923K +$10.8K +214 +1%
SI
821
Stirlingshire Investments
New York
$918K -$6.58K -131 -0.7%
BRPW
822
Ballast Rock Private Wealth
South Carolina
$917K -$8.39K -167 -0.9%
CA
823
Clune & Associates
Illinois
$915K +$7.59K +151 +0.8%
SAM
824
Summit Asset Management
Tennessee
$911K +$905K +18,008 New
HI
825
Hudock Inc
Pennsylvania
$907K +$5.28K +105 +0.6%
31 32
33
34 35