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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1026
LongView Wealth Management
Georgia
$365K +$109K +2,160 +43%
FNWM
1027
Financial Network Wealth Management
Utah
$365K -$11.8K -235 -3%
CAM
1028
Concorde Asset Management
Michigan
$363K +$10.4K +207 +3%
WTFG
1029
Wood Tarver Financial Group
Idaho
$363K -$9.01K -179 -2%
BS
1030
Brighton Securities
New York
$359K +$8.1K +161 +2%
NP
1031
Nilsine Partners
Colorado
$359K – – –
MC
1032
Moors & Cabot
Massachusetts
$358K +$5.03K +100 +1%
MW
1033
Members Wealth
Pennsylvania
$357K -$67K -1,331 -16%
WF
1034
Wayfinding Financial
Washington
$355K – – –
GIA
1035
Gladstone Institutional Advisory
Florida
$353K +$353K +7,022 New
SWP
1036
Strategic Wealth Partners
Ohio
$352K -$124K -2,462 -26%
KWA
1037
Kondo Wealth Advisors
California
$352K – – –
WCP
1038
Wick Capital Partners
Pennsylvania
$351K +$48.8K +970 +16%
KHC
1039
Koesten Hirschmann & Crabtree
Kansas
$350K -$503 -10 -0.1%
VFG
1040
Valley Financial Group
Pennsylvania
$350K +$63.6K +1,264 +22%
NLWP
1041
Next Level Wealth Planning
Idaho
$348K +$19.7K +391 +6%
PA
1042
Parallel Advisors
California
$348K -$45.5K -905 -12%
WA
1043
Westfuller Advisors
New York
$340K +$3.82K +76 +1%
VCP
1044
Verus Capital Partners
Arizona
$338K +$6.44K +128 +2%
CPSC
1045
Carl P. Sherr & Co
Massachusetts
$337K – – –
NWM
1046
Nolet Wealth Management
Texas
$336K +$336K +6,676 New
BIG
1047
Brookwood Investment Group
Arizona
$335K – – –
SEP
1048
Signature Equity Partners
Ohio
$335K +$335K +6,653 New
GKWIM
1049
Gerber Kawasaki Wealth & Investment Management
California
$332K +$333K +6,609 New
VAG
1050
VisionPoint Advisory Group
Texas
$332K -$8.35K -166 -2%
40 41
42
43 44