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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
DL
851
DOHJ LLC
Washington
$580K -$12.8K -254 -2%
MWA
852
Merkkuri Wealth Advisors
New York
$579K +$5.41K +107 +0.9%
O3W
853
Omni 360 Wealth
New Jersey
$576K +$237K +4,694 +69%
APIM
854
Agate Pass Investment Management
Washington
$575K -$71.8K -1,421 -11%
EFS
855
Essex Financial Services
Connecticut
$574K – – –
BCA
856
Bray Capital Advisors
Florida
$565K +$40.4K +800 +8%
HP
857
Haven Private
Florida
$561K +$566K +11,200 New
LA
858
LM Advisors
California
$559K – – –
SL
859
SFM LLC
New Hampshire
$558K +$290K +5,734 +106%
CT
860
Caldwell Trust
Florida
$554K – – –
VC
861
Veery Capital
Delaware
$553K -$76K -1,503 -12%
CCMI
862
Creative Capital Management Investments
California
$551K – – –
EF
863
Envision Financial
Wisconsin
$549K +$553K +10,942 New
GIA
864
Goodwin Investment Advisory
Georgia
$548K -$17.7K -351 -3%
TWM
865
Trinity Wealth Management
Pennsylvania
$547K +$552K +10,917 New
LA
866
Lifeworks Advisors
Michigan
$546K +$65.2K +1,290 +13%
FA
867
Fiducient Advisors
Illinois
$544K -$402K -7,957 -42%
KWS
868
Keystone Wealth Services
California
$543K +$5.16K +102 +1%
HIW
869
Holos Integrated Wealth
Pennsylvania
$541K +$546K +10,800 New
SWM
870
SpringVest Wealth Management
Texas
$541K +$546K +10,800 New
PAS
871
PKS Advisory Services
New York
$541K +$546K +10,797 New
LNWWM
872
Laird Norton Wetherby Wealth Management
California
$540K +$183K +3,612 +50%
RT
873
Rockland Trust
Massachusetts
$530K +$65.7K +1,300 +14%
FFS
874
Founders Financial Securities
Maryland
$526K +$39.1K +773 +8%
AFP
875
Ausdal Financial Partners
Iowa
$525K +$3.39K +67 +0.6%
33 34
35
36 37