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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
NJIM
1101
Nabity-Jensen Investment Management
Nebraska
$353K – – –
SWM
1102
SHP Wealth Management
Massachusetts
$350K +$348K +6,927 New
NLWP
1103
Next Level Wealth Planning
Idaho
$350K – – –
SEP
1104
Signature Equity Partners
Ohio
$346K -$204K -4,050 -37%
LSWP
1105
Liberty Square Wealth Partners
Pennsylvania
$345K +$50 +1 +0%
MFG
1106
Magnus Financial Group
New York
$345K -$34.9K -695 -9%
NWM
1107
Northcape Wealth Management
New York
$344K -$5.03K -100 -1%
SPI
1108
Sutton Place Investors
New York
$344K -$56.4K -1,122 -14%
VCP
1109
Verus Capital Partners
Arizona
$343K +$5.48K +109 +2%
FNWM
1110
Financial Network Wealth Management
Utah
$342K -$25K -498 -7%
RF
1111
Robinswood Financial
Washington
$341K +$81.1K +1,613 +31%
MWM
1112
Maridea Wealth Management
New York
$341K +$339K +6,739 New
GW
1113
Graetz Wealth
Michigan
$339K -$65.1K -1,296 -16%
CPSC
1114
Carl P. Sherr & Co
Massachusetts
$338K – – –
WA
1115
Westfuller Advisors
New York
$337K -$7.64K -152 -2%
JFG
1116
JMG Financial Group
Illinois
$335K +$333K +6,628 New
BIG
1117
Brookwood Investment Group
Arizona
$333K -$302 -6 -0.1%
BS
1118
Brighton Securities
New York
$329K +$5.63K +112 +2%
WWM
1119
Whalen Wealth Management
Nevada
$329K +$38.6K +768 +13%
MAC
1120
Mason & Associates (California)
California
$328K -$66.5K -1,323 -17%
LA
1121
Lifeworks Advisors
Michigan
$325K -$250K -4,967 -44%
PWA
1122
Provenance Wealth Advisors
Florida
$325K +$125K +2,490 +63%
HKIM
1123
Hayek Kallen Investment Management
Alabama
$324K +$20.1K +400 +7%
AWM
1124
Accurate Wealth Management
Florida
$324K +$59K +1,175 +22%
LCWP
1125
Legacy Capital Wealth Partners
Arkansas
$324K +$28.2K +562 +10%
43 44
45
46 47