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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
Mattern Wealth Management
Kansas
$225K – – –
GPI
1077
General Partner Inc
Pennsylvania
$224K +$225K +4,460 New
TCM
1078
Traynor Capital Management
Pennsylvania
$223K -$264K -5,215 -54%
SCM
1079
Stordahl Capital Management
Colorado
$222K +$224K +4,421 New
CF
1080
Cyr Financial
Illinois
$221K +$223K +4,403 New
TCM
1081
Thoma Capital Management
Maryland
$221K +$222K +4,400 New
PPWP
1082
Premier Path Wealth Partners
New Jersey
$220K +$222K +4,397 New
JFG
1083
JMG Financial Group
Illinois
$220K -$130K -2,569 -37%
PFG
1084
PAX Financial Group
Texas
$219K +$221K +4,378 New
GDP
1085
Great Diamond Partners
Maine
$219K – – –
IWB
1086
Innovative Wealth Building
Maryland
$218K +$220K +4,355 New
XPN
1087
XY Planning Network
Montana
$218K +$220K +4,350 New
SP
1088
Sequent Planning
Nebraska
$218K – – –
CWA
1089
Canvas Wealth Advisors
Kansas
$217K +$219K +4,338 New
GA
1090
Greenspring Advisors
Maryland
$217K – – –
KFI
1091
Key Financial Inc
Pennsylvania
$216K – – –
AG
1092
AlTi Global
New York
$216K +$218K +4,315 New
UPS
1093
UHLMANN PRICE SECURITIES
Illinois
$215K +$2.27K +45 +1%
CA
1094
Crewe Advisors
Utah
$215K – – –
TNBTD
1095
Trustmark National Bank Trust Department
Mississippi
$213K +$215K +4,251 New
SMC
1096
Smith, Moore & Co
Missouri
$211K +$1.11K +22 +0.5%
VFG
1097
Valley Financial Group
Pennsylvania
$211K +$213K +4,216 New
TSS
1098
Two Sigma Securities
New York
$211K -$1.91M -37,738 -90%
AWA
1099
Arete Wealth Advisors
Illinois
$211K +$213K +4,210 New
MA
1100
Montag & Associates
Georgia
$211K -$189K -3,745 -47%
42 43
44
45 46