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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1126
Morton Brown Family Wealth
Pennsylvania
$137K +$1.13K +23 +0.8%
MA
1127
Montag & Associates
Georgia
$135K – – –
JFGIW
1128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K – – –
WWM
1129
Woodside Wealth Management
Massachusetts
$127K – – –
TFGT
1130
TS Financial Group (TSFG)
Illinois
$117K – – –
CF
1131
Centaurus Financial
California
$117K +$115K +2,346 New
CB
1132
Centennial Bank
Arkansas
$117K – – –
EB
1133
Eastern Bank
Massachusetts
$115K – – –
CTC
1134
Central Trust Company
Missouri
$114K – – –
AWM
1135
Abound Wealth Management
Tennessee
$114K -$94.1K -1,915 -46%
AA
1136
Addison Advisors
Vermont
$111K -$76.7K -1,560 -41%
DI
1137
DAGCO Inc
Ohio
$103K -$13.9K -282 -12%
RWS
1138
Retirement Wealth Solutions
Wisconsin
$102K +$836 +17 +0.8%
PW
1139
Pandora Wealth
Illinois
$100K – – –
SWA
1140
SOA Wealth Advisors
New York
$99.9K – – –
CYG
1141
Clean Yield Group
Vermont
$98.8K +$97K +1,974 New
NMG
1142
New Millennium Group
Utah
$92.2K +$3.44K +70 +4%
BG
1143
Bollard Group
Massachusetts
$92K +$90.7K +1,846 New
TPBG
1144
Turning Point Benefit Group
Maryland
$83.7K +$82.3K +1,674 New
C
1145
Covestor
United Kingdom
$83K +$11.9K +243 +17%
AWM
1146
Activest Wealth Management
Florida
$75.6K +$74.2K +1,510 New
TCM
1147
TruNorth Capital Management
Michigan
$75.1K – – –
LFG
1148
Larson Financial Group
Missouri
$73K -$7.82K -159 -10%
SAM
1149
Smartleaf Asset Management
Massachusetts
$68.7K +$47.3K +963 +235%
LFA
1150
LGT Financial Advisors
Texas
$68.6K -$98.8K -2,010 -59%
44 45
46
47 48