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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
851
Omni 360 Wealth
New Jersey
$818K +$50K +996 +7%
PI
852
PFG Investments
New York
$816K -$32K -636 -4%
CWI
853
Conscious Wealth Investments
Florida
$813K +$148K +2,946 +22%
WTC
854
WhitTier Trust Company
Nevada
$812K -$151K -3,000 -16%
KFAS
855
Keating Financial Advisory Services
Kansas
$810K +$136K +2,703 +20%
ACS
856
Archford Capital Strategies
Illinois
$808K -$452 -9 -0.1%
AFGAS
857
Allegiance Financial Group Advisory Services
Virginia
$804K +$37.9K +754 +5%
WIA
858
Wetzel Investment Advisors
Indiana
$794K +$9.45K +188 +1%
JDLA
859
J. Derek Lewis & Associates
California
$794K – – –
FCA
860
FLC Capital Advisors
California
$788K +$24.5K +488 +3%
SAM
861
SVRN Asset Management
Texas
$787K -$40.2K -800 -5%
VW
862
Veridan Wealth
Oregon
$786K -$127K -2,526 -14%
CMA
863
Cedar Mountain Advisors
Oregon
$785K – – –
MIAS
864
Mason Investment Advisory Services
Virginia
$781K +$6.53K +130 +0.8%
BTWM
865
Baker Tilly Wealth Management
Wisconsin
$777K – – –
VC
866
Veery Capital
Delaware
$776K +$5.53K +110 +0.7%
TPF
867
Tribridge Partners Financial
Maryland
$775K +$82.4K +1,640 +12%
ASG
868
Ariston Services Group
California
$773K +$768K +15,279 New
AWP
869
Ascent Wealth Partners
New York
$773K +$15K +299 +2%
PWM
870
Peak Wealth Management
New Hampshire
$768K +$199K +3,968 +35%
DWA
871
Davis Wealth Advisors
New Hampshire
$766K -$36.7K -731 -5%
EFA
872
Evernest Financial Advisors
Indiana
$758K -$21.6K -430 -3%
SPC
873
Sigma Planning Corp
Michigan
$757K -$583K -11,596 -44%
PAA
874
Peregrine Asset Advisers
Oregon
$753K -$11.6K -230 -2%
HWM
875
Hassell Wealth Management
Louisiana
$749K -$3.31M -65,963 -82%
33 34
35
36 37