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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
926
Elevate Wealth Advisory
Georgia
$263K +$263K +5,251 New
WS
927
Wedbush Securities
California
$263K -$73.6K -1,471 -22%
KCM
928
Kanawha Capital Management
Virginia
$262K – – –
FF
929
Financial Futures
New Jersey
$261K -$200 -4 -0.1%
TNBTD
930
Trustmark National Bank Trust Department
Mississippi
$261K +$50K +1,000 +24%
FFM
931
Forum Financial Management
Illinois
$261K -$300 -6 -0.1%
DWM
932
Dakota Wealth Management
Florida
$259K +$4.35K +87 +2%
SAM
933
Summit Asset Management
Tennessee
$258K -$20K -400 -7%
LRWA
934
Long Run Wealth Advisors
New York
$258K – – –
WCA
935
Waypoint Capital Advisors
Minnesota
$258K +$8.56K +171 +3%
HSG
936
Helen Stephens Group
Texas
$256K – – –
GSEP
937
Golden State Equity Partners
California
$254K +$253K +5,065 New
LFAS
938
Level Four Advisory Services
Texas
$253K +$253K +5,049 New
MWM
939
Modern Wealth Management
Kansas
$251K -$11.4K -227 -4%
RWM
940
RKL Wealth Management
Pennsylvania
$250K -$4.15K -83 -2%
WRPWM
941
Werba Rubin Papier Wealth Management
California
$250K -$8.91K -178 -3%
RBFC
942
Roman Butler Fullerton & Co
Missouri
$250K – – –
TCM
943
TruNorth Capital Management
Michigan
$249K +$75.1K +1,500 +43%
NCM
944
Northland Capital Management
Minnesota
$249K – – –
WI
945
Wintrust Investments
Illinois
$247K -$41.2K -824 -14%
IIC
946
Ironwood Investment Counsel
Arizona
$245K – – –
MAWA
947
Moss Adams Wealth Advisors
Washington
$243K +$242K +4,839 New
SFS
948
Strategic Financial Services
New York
$242K – – –
OBWG
949
Onyx Bridge Wealth Group
New York
$242K +$50 +1 +0%
MCCA
950
Mill Creek Capital Advisors
Pennsylvania
$238K -$10.1K -201 -4%
36 37
38
39 40