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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
826
Procyon Advisors
Connecticut
$618K -$1.75K -35 -0.3%
CCFM
827
Clear Creek Financial Management
Washington
$617K +$4.35K +87 +0.7%
MWM
828
Mission Wealth Management
California
$617K +$116K +2,316 +23%
AIP
829
Ameritas Investment Partners
Nebraska
$609K -$162K -3,246 -21%
TW
830
Towerpoint Wealth
California
$609K -$170K -3,400 -22%
AWAG
831
ARS Wealth Advisors Group
Florida
$608K -$600K -12,000 -49%
CWM
832
Certus Wealth Management
California
$602K – – –
HWM
833
Horizons Wealth Management
North Carolina
$597K +$151K +3,020 +34%
GI
834
GAMMA Investing
California
$592K +$597K +11,926 New
LSA
835
Lansing Street Advisors
Pennsylvania
$589K -$206K -4,115 -26%
KOC
836
Koss-Olinger Consulting
Florida
$588K -$28.2M -563,390 -98%
FA
837
Fiducient Advisors
Illinois
$584K +$46.5K +930 +9%
CCA
838
Clearwater Capital Advisors
Illinois
$583K +$1.05K +21 +0.2%
HPM
839
Hoxton Planning & Management
West Virginia
$582K +$219K +4,380 +60%
NWAG
840
Net Worth Advisory Group
Utah
$582K -$216K -4,310 -27%
FFS
841
Founders Financial Securities
Maryland
$581K +$69.3K +1,386 +13%
PFG
842
Prospect Financial Group
Virginia
$580K -$36.6K -732 -6%
LWL
843
Leo Wealth LLC
Texas
$573K -$46.6K -932 -7%
QPWM
844
Quadrant Private Wealth Management
Pennsylvania
$569K -$206K -4,110 -26%
AAS
845
Annex Advisory Services
Wisconsin
$563K +$80.8K +1,615 +17%
MWP
846
Madison Wealth Partners
Wisconsin
$560K -$48.5K -970 -8%
MFG
847
Magnus Financial Group
New York
$557K -$418K -8,358 -43%
HP
848
Haven Private
Florida
$556K – – –
CWI
849
Conscious Wealth Investments
Florida
$555K -$74.6K -1,492 -12%
LA
850
LM Advisors
California
$554K – – –
32 33
34
35 36