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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
876
Stordahl Capital Management
Colorado
$527K +$30.8K +626 +6%
BM
877
Berman McAleer
Maryland
$523K +$513K +10,447 New
WMA
878
West Michigan Advisors
Michigan
$523K +$2.51K +51 +0.5%
BRWA
879
B. Riley Wealth Advisors
Florida
$520K -$49K -996 -9%
NIWA
880
New Insight Wealth Advisors
California
$520K +$227K +4,613 +80%
LA
881
Lifeworks Advisors
Michigan
$518K -$9.49K -193 -2%
GI
882
GAMMA Investing
California
$514K +$11.5K +233 +2%
GWM
883
Geneos Wealth Management
Colorado
$513K -$6.17M -125,580 -92%
SC
884
Sapient Capital
Indiana
$513K -$403K -8,195 -44%
HI
885
Horizon Investments
North Carolina
$512K +$28.2K +573 +6%
PP
886
Patron Partners
Texas
$507K -$83.2K -1,693 -14%
MIM
887
Moseley Investment Management
Florida
$505K +$10.1K +206 +2%
SG
888
StoneX Group
New York
$504K -$24.7K -502 -5%
CFMC
889
Curbstone Financial Management Corp
New Hampshire
$503K +$19.7K +400 +4%
SKK
890
Shepherd Kaplan Krochuk
Massachusetts
$492K -$290K -5,897 -38%
SWM
891
SpringVest Wealth Management
Texas
$488K -$39.4K -801 -8%
AWA
892
A4 Wealth Advisors
North Carolina
$482K +$473K +9,631 New
WCFA
893
Walkner Condon Financial Advisors
Wisconsin
$481K +$28.3K +575 +6%
HFAS
894
Hummer Financial Advisory Services
Illinois
$481K – – –
SWP
895
Strategic Wealth Partners
Ohio
$474K +$465K +9,464 New
QFPS
896
Quantum Financial Planning Services
Washington
$469K +$8.01K +163 +2%
ACI
897
Alpha Cubed Investments
California
$467K +$1.57K +32 +0.3%
HWA
898
HCR Wealth Advisors
California
$467K – – –
CCFM
899
Clear Creek Financial Management
Washington
$464K -$156K -3,172 -25%
SF
900
Synovus Financial
Georgia
$464K -$13.2K -268 -3%
34 35
36
37 38