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Vanguard Core Tax-Exempt Bond ETF
VCRM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HBK Sorce Advisory
1
HBK Sorce Advisory
Pennsylvania
USD 274 M +USD 14.5 M +190,855 +6%
Verum Partners
2
Verum Partners
North Carolina
USD 64.3 M +USD 18.1 M +238,753 +40%
Topsail Wealth Management
3
Topsail Wealth Management
North Carolina
USD 47 M +USD 17.5 M +231,019 +60%
Karpus Investment Management
4
Karpus Investment Management
New York
USD 46.9 M +USD 1.79 M +23,571 +4%
Aprio Wealth Management
5
Aprio Wealth Management
Georgia
USD 43.7 M -USD 4.5 M -59,409 -9%
Jones Financial Companies
6
Jones Financial Companies
Missouri
USD 38.2 M +USD 19.3 M +255,063 +104%
MWA
7
Mills Wealth Advisors
Texas
USD 34.4 M +USD 3.91 M +51,597 +13%
Confluence Wealth Services
8
Confluence Wealth Services
Pennsylvania
USD 25.2 M +USD 4.58 M +60,472 +22%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
USD 22 M -USD 1.48 M -19,553 -6%
Opus Capital Group
10
Opus Capital Group
Ohio
USD 19 M -USD 82.3 k -1,087 -0.4%
San Luis Wealth Advisors
11
San Luis Wealth Advisors
California
USD 16.4 M -USD 1.24 M -16,347 -7%
Truist Financial
12
Truist Financial
North Carolina
USD 15.8 M +USD 8.7 M +114,804 +124%
ELM
13
Elite Life Management
Florida
USD 14.5 M +USD 1.51 M +19,920 +11%
MLA
14
MB, Levis & Associates
Pennsylvania
USD 14 M +USD 75.9 k +1,002 +0.6%
CGN Advisors
15
CGN Advisors
Kansas
USD 13.2 M +USD 58.5 k +772 +0.4%
AW
16
Alaethes Wealth
Nevada
USD 12.3 M +USD 12.2 M +160,419 Nuevas
TCM
17
Tradewinds Capital Management
Washington
USD 11.8 M +USD 11.7 M +153,988 Nuevas
Jane Street
18
Jane Street
New York
USD 11.7 M +USD 10 M +132,200 +614%
MCFP
19
Mallini Complete Financial Planning
Florida
USD 10.1 M +USD 10 M +131,776 Nuevas
Verus Financial Partners
20
Verus Financial Partners
Virginia
USD 9.09 M +USD 1.62 M +21,441 +22%
TFO Wealth Partners
21
TFO Wealth Partners
Ohio
USD 8.79 M +USD 2.46 M +32,505 +39%
PF
22
Penney Financial
Texas
USD 8.67 M +USD 8.59 M +113,444 Nuevas
KFGG
23
Keystone Financial Group (Georgia)
Georgia
USD 8.34 M +USD 3.75 M +49,443 +83%
LPL Financial
24
LPL Financial
California
USD 7.61 M +USD 3.31 M +43,723 +78%
Integrated Wealth Concepts
25
Integrated Wealth Concepts
Massachusetts
USD 7.45 M +USD 6.13 M +80,933 +490%
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