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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Evolution Wealth Management
Florida
$132K +$131K +2,611 New
RWS
1302
Retirement Wealth Solutions
Wisconsin
$130K +$25.1K +499 +24%
MA
1303
Montag & Associates
Georgia
$129K – – –
VCM
1304
Versant Capital Management
Arizona
$124K +$1.05K +21 +0.9%
CB
1305
Centennial Bank
Arkansas
$118K – – –
EB
1306
Eastern Bank
Massachusetts
$116K – – –
BIAS
1307
Beacon Investment Advisory Services
New Jersey
$110K – – –
C
1308
Covestor
United Kingdom
$109K +$8.59K +171 +9%
CA
1309
Crewe Advisors
Utah
$103K – – –
BCA
1310
Bitterroot Capital Advisors
Montana
$103K – – –
RG
1311
RHL Group
Michigan
$101K +$99.8K +1,986 New
TSMHT
1312
Thurston Springer Miller Herd & Titak
Indiana
$101K – – –
TCM
1313
Triumph Capital Management
Colorado
$101K +$30.3K +603 +43%
CYG
1314
Clean Yield Group
Vermont
$99.8K – – –
BG
1315
Bollard Group
Massachusetts
$96K +$804 +16 +0.9%
GFA
1316
Godfrey Financial Associates
New York
$92.3K – – –
WT
1317
Whittier Trust
California
$91.3K – – –
IWM
1318
IMG Wealth Management
Florida
$84.6K +$29.8K +594 +55%
CHC
1319
City Holding Co
West Virginia
$81.8K – – –
PGAM
1320
Princeton Global Asset Management
New Jersey
$80K +$50 +1 +0.1%
TFA
1321
Transamerica Financial Advisors
Florida
$72.5K +$72.1K +1,434 New
BWL
1322
Bogart Wealth LLC
Virginia
$71.9K +$2.51K +50 +4%
TCA
1323
Trifecta Capital Advisors
Illinois
$71.2K +$70.7K +1,407 New
JFGIW
1324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.8K – – –
HNW
1325
High Note Wealth
Minnesota
$70.1K +$69.6K +1,386 New
51 52
53
54 55