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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1151
Activest Wealth Management
Florida
$303K -$5.48K -109 -2%
PWM
1152
Penobscot Wealth Management
Maine
$302K -$220K -4,370 -42%
LFG
1153
Leverty Financial Group
Wisconsin
$302K – – –
TWM
1154
Trinity Wealth Management
Pennsylvania
$302K – – –
GFPC
1155
Global Financial Private Client
Florida
$302K – – –
BIA
1156
Bell Investment Advisors
California
$302K -$5.83K -116 -2%
PRAG
1157
Portfolio Resources Advisor Group
Florida
$302K +$304K +6,045 New
PA
1158
Paragon Advisors
Texas
$301K +$299K +5,960 New
RA
1159
Rise Advisors
New York
$301K +$2.51K +50 +0.8%
P
1160
Pandowealth
Georgia
$301K -$42.4K -844 -12%
KHC
1161
Koesten Hirschmann & Crabtree
Kansas
$300K -$51.5K -1,025 -15%
MWM
1162
Melfa Wealth Management
Massachusetts
$298K – – –
MWP
1163
Madison Wealth Partners
Wisconsin
$298K -$56.2K -1,119 -16%
WFA
1164
Wells Financial Advisors
Massachusetts
$297K – – –
PIN
1165
Prudent Investors Network
California
$297K +$295K +5,875 New
PIA
1166
Perennial Investment Advisors
California
$296K +$295K +5,861 New
KW
1167
Keyvantage Wealth
Pennsylvania
$296K -$422K -8,399 -59%
SSA
1168
Sierra Summit Advisors
Nevada
$295K +$293K +5,840 New
DWM
1169
Dogwood Wealth Management
Kansas
$295K – – –
RCA
1170
Rose Capital Advisors
Florida
$295K +$293K +5,827 New
MF
1171
Meridian Financial
Massachusetts
$293K +$54.1K +1,077 +23%
GSWM
1172
Greenup Street Wealth Management
Michigan
$291K +$3.82K +76 +1%
HIM
1173
Hillsdale Investment Management
Ontario, Canada
$290K – – –
TW
1174
Towerpoint Wealth
California
$290K – – –
HIF
1175
Hill Island Financial
Michigan
$289K +$24.2K +481 +9%
45 46
47
48 49