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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
926
Strategic Financial Services
New York
$244K -$1.03M -20,343 -81%
BBA
927
Braun-Bostich & Associates
Pennsylvania
$240K +$241K +4,751 New
OBWG
928
Onyx Bridge Wealth Group
New York
$240K -$144K -2,847 -37%
PMG
929
ProVise Management Group
Florida
$240K -$575K -11,343 -71%
CW
930
Cooksen Wealth
Texas
$239K – – –
RF
931
RHS Financial
California
$238K -$53.5K -1,055 -18%
AA
932
Addison Advisors
Vermont
$237K -$710 -14 -0.3%
SPWG
933
Syntegra Private Wealth Group
Missouri
$237K – – –
FP
934
Financial Perspectives
Minnesota
$236K -$93.4K -1,842 -28%
WAM
935
Weatherly Asset Management
California
$235K – – –
PWLP
936
Prio Wealth Limited Partnership
Massachusetts
$235K – – –
SLA
937
Silver Lake Advisory
Utah
$233K +$233K +4,605 New
ICG
938
InterOcean Capital Group
Tennessee
$233K -$16.7K -330 -7%
OFG
939
Oxford Financial Group
Indiana
$232K -$121K -2,387 -34%
CNC
940
Citizens & Northern Corp
Pennsylvania
$230K -$14.4K -285 -6%
HIMC
941
Heritage Investors Management Corp
Maryland
$228K – – –
MWM
942
Mattern Wealth Management
Kansas
$227K – – –
PW
943
Peninsula Wealth
California
$226K -$49.5K -976 -18%
VCM
944
Versant Capital Management
Arizona
$225K -$79.6K -1,571 -26%
CWAG
945
Compton Wealth Advisory Group
Virginia
$224K +$8.41K +166 +4%
AWA
946
Archvest Wealth Advisors
California
$224K – – –
PFM
947
Peak Financial Management
Massachusetts
$222K – – –
CBOR
948
Community Bank of Raymore
Missouri
$221K -$34.1K -672 -13%
AWM
949
Avior Wealth Management
Nebraska
$221K +$222K +4,375 New
GDP
950
Great Diamond Partners
Maine
$221K -$9.02K -178 -4%
36 37
38
39 40