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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
901
Omni 360 Wealth
New Jersey
$348K +$31.4K +619 +10%
CAM
902
Concorde Asset Management
Michigan
$339K -$29K -572 -8%
FWA
903
FSC Wealth Advisors
New York
$339K +$7.96K +157 +2%
PWM
904
Penobscot Wealth Management
Maine
$334K +$1.77K +35 +0.5%
BFA
905
BBJS Financial Advisors
Washington
$325K +$2.48K +49 +0.8%
BIP
906
Blueprint Investment Partners
North Carolina
$323K +$321K +6,325 New
SPC
907
Sigma Planning Corp
Michigan
$323K -$27K -533 -8%
MCM
908
MidAtlantic Capital Management
Virginia
$322K – – –
FFN
909
Focus Financial Network
Minnesota
$320K – – –
MAG
910
Mayfair Advisory Group
Alabama
$315K – – –
SG
911
StoneX Group
New York
$314K -$13.6K -268 -4%
GWMIA
912
Global Wealth Management Investment Advisory
Florida
$308K – – –
ST
913
Sabal Trust
Florida
$307K – – –
SFS
914
Sharp Financial Services
Pennsylvania
$307K -$101K -2,000 -25%
WFA
915
Wells Financial Advisors
Massachusetts
$307K – – –
SCA
916
Snowden Capital Advisors
New York
$305K +$253 +5 +0.1%
DWM
917
Dakota Wealth Management
Florida
$303K +$38.4K +758 +15%
WCP
918
Wick Capital Partners
Pennsylvania
$303K – – –
CA
919
Calton & Associates
Florida
$302K +$963 +19 +0.3%
FFG
920
Frisch Financial Group
New York
$302K -$51 -1 -0%
DWM
921
Dogwood Wealth Management
Kansas
$299K -$16.3K -321 -5%
FAFN
922
First Affirmative Financial Network
Colorado
$298K +$963 +19 +0.3%
NWAG
923
Net Worth Advisory Group
Utah
$298K +$296K +5,834 New
LIA
924
Lynx Investment Advisory
District of Columbia
$296K -$8.31K -164 -3%
CAMG
925
CWA Asset Management Group
Florida
$295K +$292K +5,764 New
35 36
37
38 39