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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
901
Red Reef Advisors
Florida
$690K – – –
SC
902
Slow Capital
California
$689K +$684K +13,616 New
IWA
903
Icon Wealth Advisors
Texas
$684K +$207K +4,119 +44%
CT
904
Caldwell Trust
Florida
$682K +$50.3K +1,000 +8%
PAG
905
Paladin Advisory Group
Iowa
$681K +$2.51K +50 +0.4%
RFS
906
Richardson Financial Services
Massachusetts
$680K – – –
MFPI
907
Midwest Financial Partners Investments
Minnesota
$679K +$115K +2,284 +20%
TCWM
908
Total Clarity Wealth Management
Illinois
$679K +$19K +378 +3%
BM
909
Berman McAleer
Maryland
$674K +$144K +2,874 +28%
FA
910
FF Advisors
California
$671K -$240K -4,781 -26%
PWAM
911
Private Wealth Asset Management
Iowa
$670K -$101K -2,000 -13%
BF
912
Benchmark Financial
Delaware
$670K +$3.97K +79 +0.6%
OFS
913
OneAscent Financial Services
Alabama
$667K +$38.8K +773 +6%
LGA
914
Lebenthal Global Advisors
New York
$667K -$38.7K -770 -6%
JGIA
915
Jackson Grant Investment Advisers
Connecticut
$665K -$6.73K -134 -1%
CFP
916
Cypress Financial Planning
New Jersey
$661K +$84.2K +1,675 +15%
MFWP
917
Mosaic Family Wealth Partners
Missouri
$660K +$11.6K +231 +2%
WWA
918
WCG Wealth Advisors
Nevada
$659K +$70.9K +1,411 +12%
KP
919
Keel Point
Alabama
$657K +$349K +6,937 +114%
GIA
920
Gladstone Institutional Advisory
Florida
$657K +$50.7K +1,009 +8%
ANBT
921
American National Bank & Trust
Texas
$655K -$21.1K -419 -3%
WMA
922
West Michigan Advisors
Michigan
$655K +$118K +2,352 +22%
HI
923
Hyundai Investments
South Korea
$654K +$198K +3,943 +44%
JBA
924
Johnson Bixby & Associates
Washington
$653K +$37.6K +749 +6%
HP
925
HT Partners
Connecticut
$653K – – –
35 36
37
38 39