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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
HTWM
1051
Hartmann Taylor Wealth Management
Texas
$245K +$244K +5,000 New
KHC
1052
Koesten Hirschmann & Crabtree
Kansas
$243K -$91.1K -1,865 -27%
LWM
1053
Lodestone Wealth Management
Washington
$243K +$242K +4,950 New
CIM
1054
Cambria Investment Management
California
$243K -$118K -2,413 -33%
FF
1055
Financial Futures
New Jersey
$242K +$29K +593 +14%
BAG
1056
Bridgewealth Advisory Group
California
$241K +$240K +4,914 New
NP
1057
NorthRock Partners
Minnesota
$240K +$3.22K +66 +1%
TC
1058
Trilogy Capital
California
$237K – – –
PHWM
1059
Pine Harbor Wealth Management
Maryland
$236K – – –
FAFN
1060
First Affirmative Financial Network
Colorado
$236K -$42.7K -875 -15%
AWP
1061
Axis Wealth Partners
Rhode Island
$235K -$15.7K -321 -6%
KAS
1062
KPP Advisory Services
Kentucky
$234K – – –
CA
1063
Calton & Associates
Florida
$232K -$142K -2,899 -38%
CCMI
1064
Creative Capital Management Investments
California
$232K -$208K -4,250 -47%
SIG
1065
Spinnaker Investment Group
California
$231K -$55.3K -1,132 -19%
FWM
1066
Fonville Wealth Management
Virginia
$231K – – –
SPWG
1067
Syntegra Private Wealth Group
Missouri
$229K – – –
MCWS
1068
McKinley Carter Wealth Services
West Virginia
$229K -$1.54M -31,524 -87%
WAM
1069
Weatherly Asset Management
California
$228K – – –
EMC
1070
Everest Management Corp
California
$227K +$1.12K +23 +0.5%
CNC
1071
Citizens & Northern Corp
Pennsylvania
$226K – – –
AC
1072
Attessa Capital
Arizona
$226K – – –
CCC
1073
Compass Capital Corp
Massachusetts
$225K +$11.3K +232 +5%
OFO
1074
OneAscent Family Office
Alabama
$223K +$222K +4,542 New
KCM
1075
Kanawha Capital Management
Virginia
$223K -$7.33K -150 -3%
41 42
43
44 45