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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
5NPW
1001
55 North Private Wealth
Florida
$394K +$394K +7,833 New
PP
1002
Patron Partners
Texas
$393K -$116K -2,302 -23%
WMR
1003
Wealth Management Resources
Rhode Island
$392K -$398K -7,907 -50%
TWA
1004
Trellis Wealth Advisors
California
$392K +$1.51K +30 +0.4%
EFP
1005
EnRich Financial Partners
Wisconsin
$387K +$27.6K +549 +8%
AA
1006
Ancora Advisors
Ohio
$385K +$54.5K +1,083 +16%
NJIM
1007
Nabity-Jensen Investment Management
Nebraska
$385K – – –
MKA
1008
M. Kulyk & Associates
Georgia
$385K +$385K +7,651 New
ZIM
1009
Zacks Investment Management
Illinois
$383K +$150K +2,975 +64%
TCWM
1010
Total Clarity Wealth Management
Illinois
$382K +$382K +7,599 New
DWM
1011
DecisionMap Wealth Management
Virginia
$380K +$16.4K +326 +5%
EPW
1012
Endeavor Private Wealth
Kansas
$379K -$19.4K -385 -5%
IAS
1013
Integrity Advisory Solutions
Texas
$377K +$24.6K +488 +7%
LA
1014
Latitude Advisors
Florida
$377K -$12.9K -256 -3%
CCM
1015
Condor Capital Management
New Jersey
$376K +$377K +7,484 New
PWA
1016
Pitcairn Wealth Advisors
Pennsylvania
$376K +$376K +7,477 New
TNA
1017
True North Advisors
Texas
$374K +$374K +7,430 New
MWP
1018
Madison Wealth Partners
Wisconsin
$372K +$604 +12 +0.2%
WMN
1019
Wealth Management Nebraska
Nebraska
$372K – – –
AFG
1020
Artesa Financial Group
Texas
$371K +$372K +7,385 New
PVI
1021
Pine Valley Investments
New Jersey
$369K – – –
IF
1022
IRON Financial
Illinois
$368K +$18.5K +368 +5%
NWM
1023
Northcape Wealth Management
New York
$368K – – –
SGFG
1024
Silver Grove Financial Group
New York
$367K +$19.8K +393 +6%
EFG
1025
Erickson Financial Group
Pennsylvania
$365K – – –
39 40
41
42 43