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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
926
Morton Capital Management
California
$418K +$410K +8,350 New
BWM
927
BCS Wealth Management
Tennessee
$418K -$396K -8,065 -49%
MW
928
Maia Wealth
Colorado
$418K -$1.02M -20,707 -71%
BFG
929
Birch Financial Group
New Hampshire
$417K +$137K +2,793 +51%
BRIA
930
Balanced Rock Investment Advisors
Massachusetts
$415K -$180K -3,660 -31%
BL
931
BFSG LLC
California
$408K +$74K +1,506 +23%
O3W
932
Omni 360 Wealth
New Jersey
$406K +$114K +2,315 +40%
SPI
933
Sutton Place Investors
New York
$405K -$934 -19 -0.2%
SAM
934
Sawgrass Asset Management
Florida
$405K – – –
QPWM
935
Quadrant Private Wealth Management
Pennsylvania
$405K -$180K -3,663 -31%
ECM
936
Elgethun Capital Management
South Dakota
$400K – – –
EPW
937
Endeavor Private Wealth
Kansas
$397K +$390K +7,926 New
EFS
938
Essex Financial Services
Connecticut
$397K -$8.6K -175 -2%
NWM
939
Navigoe Wealth Management
California
$394K +$387K +7,871 New
PA
940
Parallel Advisors
California
$391K -$2.02K -41 -0.5%
TWA
941
Trellis Wealth Advisors
California
$389K -$22.9K -465 -6%
LA
942
Latitude Advisors
Florida
$388K +$42.5K +865 +13%
AWM
943
Apex Wealth Management
New Hampshire
$386K +$60.2K +1,225 +19%
BAMG
944
Brand Asset Management Group
Missouri
$384K +$101K +2,052 +36%
GWMR
945
GC Wealth Management RIA
Massachusetts
$383K -$32.1K -654 -8%
NJIM
946
Nabity-Jensen Investment Management
Nebraska
$383K -$5.5K -112 -1%
FNWM
947
Financial Network Wealth Management
Utah
$377K +$369K +7,498 New
VFG
948
Victory Financial Group
Texas
$376K +$41.5K +844 +13%
IWN
949
Independent Wealth Network
Iowa
$375K +$7.32K +149 +2%
P
950
Pitcairn
Pennsylvania
$374K – – –
36 37
38
39 40