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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
801
Oakworth Capital
Alabama
$698K -$142K -2,835 -17%
CFO
802
Callan Family Office
Pennsylvania
$697K – – –
AFGAS
803
Allegiance Financial Group Advisory Services
Virginia
$694K +$5.2K +104 +0.7%
BP
804
BWM Planning
Texas
$683K – – –
PP
805
Patron Partners
Texas
$678K -$78.7K -1,573 -10%
IWA
806
Icon Wealth Advisors
Texas
$678K – – –
ZF
807
Zhang Financial
Michigan
$676K +$3K +60 +0.4%
BIM
808
Breakwater Investment Management
Washington
$676K – – –
VFG
809
Victory Financial Group
Texas
$671K +$249K +4,974 +58%
ML
810
Mayport LLC
Massachusetts
$662K -$6.65K -133 -1%
CT
811
Caldwell Trust
Florida
$658K +$110K +2,207 +20%
SW
812
SlateStone Wealth
Florida
$656K +$11.3K +225 +2%
NC
813
NewSquare Capital
Pennsylvania
$649K +$6.1K +122 +0.9%
PCS
814
Private Client Services
Kentucky
$649K -$84.5K -1,689 -11%
JWM
815
JP Wealth Management
South Carolina
$645K +$150K +3,000 +30%
AWM
816
Accurate Wealth Management
Florida
$644K +$221K +4,423 +50%
SCP
817
Stevens Capital Partners
Nebraska
$643K -$102K -2,047 -14%
4A
818
4Wealth Advisors
Illinois
$640K -$444K -8,878 -41%
KWS
819
Keystone Wealth Services
California
$640K +$103K +2,061 +19%
CLG
820
Cooperman Leon G
$639K – – –
FA
821
FSA Advisors
Michigan
$631K +$56.9K +1,137 +10%
FCA
822
FLC Capital Advisors
California
$631K -$54.6K -1,092 -8%
APWM
823
Argonautica Private Wealth Management
Massachusetts
$629K +$36.7K +734 +6%
FBFS
824
First Business Financial Services
Wisconsin
$629K +$634K +12,678 New
MIAS
825
Mason Investment Advisory Services
Virginia
$620K +$3.35K +67 +0.5%
31 32
33
34 35