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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
826
FSA Advisors
Michigan
$617K -$6.99K -143 -1%
AWM
827
Accurate Wealth Management
Florida
$611K -$42.5K -869 -7%
AA
828
Advisory Alpha
Michigan
$610K +$138K +2,832 +29%
CCFM
829
Clear Creek Financial Management
Washington
$610K +$342 +7 +0.1%
PAG
830
Paladin Advisory Group
Iowa
$609K +$542K +11,104 +837%
BWMG
831
Barnes Wealth Management Group
California
$609K -$90.9K -1,861 -13%
PA
832
Procyon Advisors
Connecticut
$609K -$1.42K -29 -0.2%
AWAG
833
ARS Wealth Advisors Group
Florida
$601K – – –
ETC
834
Exchange Traded Concepts
Oklahoma
$598K +$596K +12,197 New
CAMG
835
CWA Asset Management Group
Florida
$595K -$149K -3,048 -20%
FAIM
836
Financial Advocates Investment Management
Washington
$588K -$160K -3,285 -21%
BRIA
837
Balanced Rock Investment Advisors
Massachusetts
$586K -$6.35M -129,985 -92%
PA
838
PFW Advisors
Georgia
$586K -$428K -8,768 -42%
CT
839
Caldwell Trust
Florida
$586K -$64K -1,310 -10%
PWP
840
PrairieView Wealth Partners
Illinois
$583K -$4.42M -90,436 -88%
PP
841
Patron Partners
Texas
$579K -$90.4K -1,850 -14%
QPWM
842
Quadrant Private Wealth Management
Pennsylvania
$576K +$13.3K +272 +2%
WOSD
843
WFA of San Diego
California
$569K +$567K +11,608 New
FA
844
Fiducient Advisors
Illinois
$568K -$9.33K -191 -2%
SWA
845
SFMG Wealth Advisors
Texas
$567K +$197K +4,032 +54%
NFP
846
Narus Financial Partners
Utah
$565K +$22K +451 +4%
FWM
847
FFT Wealth Management
Pennsylvania
$565K -$439K -8,980 -44%
FFS
848
Founders Financial Securities
Maryland
$564K -$18.8K -385 -3%
TWM
849
Trinity Wealth Management
Pennsylvania
$561K +$25.4K +519 +5%
JPT
850
Jordan Park Trust
New Hampshire
$559K +$557K +11,404 New
32 33
34
35 36