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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
826
ERTS Wealth Advisors
Michigan
$407K -$1.13K -23 -0.3%
CFAM
827
Center For Asset Management
Florida
$406K +$390K +7,947 New
HP
828
HT Partners
Connecticut
$405K -$40.5M -824,967 -99%
OPOWM
829
One Plus One Wealth Management
Florida
$397K +$382K +7,785 New
RSWA
830
Robinson Smith Wealth Advisors
Maine
$396K +$380K +7,748 New
HCA
831
Horan Capital Advisors
Ohio
$393K +$377K +7,696 New
OBWG
832
Onyx Bridge Wealth Group
New York
$391K +$376K +7,667 New
GM
833
GeoWealth Management
Illinois
$391K +$376K +7,662 New
LFA
834
Level Financial Advisors
New York
$386K -$136K -2,778 -27%
BAMG
835
Brand Asset Management Group
Missouri
$385K +$75K +1,529 +25%
PCS
836
Private Client Services
Kentucky
$385K +$370K +7,541 New
HWM
837
Horizons Wealth Management
North Carolina
$385K +$35.4K +722 +11%
MC
838
Moors & Cabot
Massachusetts
$383K – – –
CIM
839
Cambria Investment Management
California
$383K +$71.7K +1,463 +24%
IWN
840
Independent Wealth Network
Iowa
$383K +$58.2K +1,186 +19%
BWM
841
BCS Wealth Management
Tennessee
$381K +$61.6K +1,256 +20%
AFA
842
American Financial Advisors
Georgia
$381K -$3.19K -65 -0.9%
CIA
843
Compass Ion Advisors
Pennsylvania
$379K -$130K -2,656 -26%
WHCI
844
W.H. Cornerstone Investments
Massachusetts
$379K +$3.63K +74 +1%
SWM
845
Sterling Wealth Management
Illinois
$379K +$364K +7,421 New
VBFP
846
Valtinson Bruner Financial Planning
Minnesota
$376K +$6.96K +142 +2%
GT
847
Glenview Trust
Kentucky
$369K +$45.3K +923 +15%
ACM
848
Advisors Capital Management
New Jersey
$364K +$349K +7,122 New
SG
849
StoneX Group
New York
$362K +$49.3K +1,005 +16%
BBNA
850
Bremer Bank National Association
Minnesota
$361K +$346K +7,062 New
32 33
34
35 36