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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1251
Orca Wealth Management
Florida
$224K +$223K +4,430 New
PWA
1252
Physician Wealth Advisors
Utah
$224K +$23.1K +459 +12%
SL
1253
SFM LLC
New Hampshire
$224K – – –
RRA
1254
Round Rock Advisors
Connecticut
$223K -$101K -2,016 -31%
LA
1255
LexAurum Advisors
Kansas
$223K -$430K -8,560 -66%
BAM
1256
Belleair Asset Management
Florida
$222K +$221K +4,390 New
KFS
1257
Kelly Financial Services
Massachusetts
$221K +$220K +4,376 New
OFS
1258
Opus Financial Solutions
Illinois
$221K – – –
TVAMP
1259
Tennessee Valley Asset Management Partners
Tennessee
$221K +$220K +4,370 New
DCM
1260
Donaldson Capital Management
Indiana
$220K – – –
BWM
1261
BCS Wealth Management
Tennessee
$220K – – –
DF
1262
Downshift Financial
Colorado
$219K -$16.6K -331 -7%
FAG
1263
Fortitude Advisory Group
Washington
$218K +$217K +4,314 New
EB
1264
Exchange Bank
California
$217K +$216K +4,295 New
CCA
1265
Cora Capital Advisors
New Jersey
$216K -$366K -7,287 -63%
FMN
1266
Financial Management Network
California
$214K +$1.76K +35 +0.8%
OC
1267
Optima Capital
Oregon
$211K +$210K +4,173 New
LIM
1268
Leavell Investment Management
Alabama
$211K +$209K +4,167 New
HSG
1269
Helen Stephens Group
Texas
$211K -$60.7K -1,208 -22%
ACA
1270
Arsenal Capital Advisors
Pennsylvania
$210K +$1.71K +34 +0.8%
HC
1271
Hamilton Capital
Ohio
$210K +$208K +4,142 New
HKIMG
1272
Hutchens & Kramer Investment Management Group
Indiana
$209K – – –
OFG
1273
Orcam Financial Group
California
$208K -$528K -10,500 -72%
SIG
1274
Spinnaker Investment Group
California
$207K +$553 +11 +0.3%
ACA
1275
Affinity Capital Advisors
California
$206K +$205K +4,084 New
49 50
51
52 53