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Vanguard New York Tax-Exempt Bond ETF
MUNY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bridgewater Advisors
1
Bridgewater Advisors
New York
USD 29.2 M +USD 2.22 M +21,553 +8%
Francis Financial
2
Francis Financial
USD 17.7 M +USD 2.14 M +20,772 +14%
WNY Asset Management
3
WNY Asset Management
New York
USD 8.48 M +USD 224 k +2,167 +3%
IEQ Capital
4
IEQ Capital
California
USD 8.01 M -USD 555 k -5,382 -7%
OAJ
5
Ogorek Anthony Joseph
New York
USD 6.02 M +USD 5.47 M +53,011 +1,087%
RWM
6
Rialto Wealth Management
New York
USD 4.37 M +USD 1.69 M +16,413 +64%
Guggenheim Capital
7
Guggenheim Capital
Illinois
USD 4.23 M +USD 1.28 M +12,446 +44%
Savvy Advisors Inc
8
Savvy Advisors Inc
New York
USD 3.36 M +USD 3.33 M +32,273 Nuevas
HighTower Advisors
9
HighTower Advisors
Illinois
USD 2.98 M -USD 295 k -2,859 -9%
Tortoise Investment Management
10
Tortoise Investment Management
New York
USD 2.64 M -USD 143 k -1,387 -5%
RA
11
Rise Advisors
New York
USD 2.35 M -USD 209 k -2,025 -8%
Bank of America
12
Bank of America
North Carolina
USD 2.2 M +USD 769 k +7,448 +54%
Satovsky Asset Management
13
Satovsky Asset Management
New York
USD 2.14 M +USD 378 k +3,663 +22%
Arax Advisory Partners
14
Arax Advisory Partners
Colorado
USD 2.02 M +USD 2.01 M +19,456 Nuevas
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 1.75 M +USD 120 k +1,163 +7%
LPL Financial
16
LPL Financial
California
USD 1.69 M +USD 987 k +9,563 +143%
Hennion & Walsh Asset Management
17
Hennion & Walsh Asset Management
New Jersey
USD 1.44 M +USD 301 k +2,919 +27%
Family Management
18
Family Management
New York
USD 999 k +USD 992 k +9,610 Nuevas
PFS
19
Prospect Financial Services
New York
USD 960 k +USD 953 k +9,234 Nuevas
LWA
20
LifeGoal Wealth Advisors
New York
USD 888 k +USD 7.02 k +68 +0.8%
Creative Planning
21
Creative Planning
Kansas
USD 850 k – – –
Richard C. Young & Co
22
Richard C. Young & Co
Rhode Island
USD 703 k +USD 697 k +6,758 Nuevas
Joel Isaacson & Co
23
Joel Isaacson & Co
New York
USD 618 k +USD 81.3 k +788 +15%
Chatham Capital Group
24
Chatham Capital Group
Georgia
USD 614 k +USD 10.3 k +100 +2%
Crestwood Advisors Group
25
Crestwood Advisors Group
Massachusetts
USD 613 k -USD 101 k -980 -14%
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