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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPF
876
Tribridge Partners Financial
Maryland
$640K +$20.4K +406 +3%
LA
877
Lifeworks Advisors
Michigan
$639K +$119K +2,358 +23%
JGIA
878
Jackson Grant Investment Advisers
Connecticut
$638K +$201 +4 +0%
MFG
879
Magnus Financial Group
New York
$638K +$8.65K +172 +1%
MFWP
880
Mosaic Family Wealth Partners
Missouri
$634K +$39.3K +782 +7%
AWS
881
Aspen Wealth Strategies
Colorado
$634K +$7.45K +148 +1%
CFP
882
Cypress Financial Planning
New Jersey
$632K +$632K +12,569 New
WOSD
883
WFA of San Diego
California
$627K – – –
JCM
884
Janney Capital Management
Pennsylvania
$620K -$1.16K -23 -0.2%
GI
885
GAMMA Investing
California
$618K +$101K +2,017 +20%
CT
886
Caldwell Trust
Florida
$618K +$30K +596 +5%
SIC
887
Sigma Investment Counselors
Michigan
$617K – – –
FFS
888
Founders Financial Securities
Maryland
$617K +$64.3K +1,277 +12%
FA
889
Faithward Advisors
Pennsylvania
$615K +$335K +6,659 +119%
CBT
890
Crews Bank & Trust
Florida
$614K +$17.8K +353 +3%
GWMIA
891
Global Wealth Management Investment Advisory
Florida
$614K +$53.8K +1,070 +10%
SWA
892
Strategic Wealth Advisors
Arizona
$611K +$612K +12,167 New
PA
893
PFW Advisors
Georgia
$611K -$179K -3,560 -23%
NC
894
NewSquare Capital
Pennsylvania
$608K -$84.2K -1,673 -12%
P
895
Pandowealth
Georgia
$606K +$606K +12,046 New
CIA
896
Capital Investment Advisors
Georgia
$605K +$149K +2,965 +33%
AWA
897
Acorn Wealth Advisors
Michigan
$603K -$21.7K -432 -3%
XT
898
XTX Topco
Cayman Islands
$603K +$603K +11,983 New
AWM
899
Accurate Wealth Management
Florida
$602K – – –
IFG
900
Independent Financial Group
California
$601K +$153K +3,048 +34%
34 35
36
37 38