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Vanguard Multi-Sector Income Bond ETF
VGMS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
DC
1
Dahring Cusmano
Michigan
USD 11.5 M +USD 1.65 M +32,273 +17%
HIW
2
Holos Integrated Wealth
Pennsylvania
USD 10 M +USD 2.02 M +39,476 +25%
BWM
3
Buska Wealth Management
Wisconsin
USD 5.11 M +USD 2.07 M +40,320 +68%
RWM
4
Rialto Wealth Management
New York
USD 4.4 M +USD 884 k +17,264 +25%
NCM
5
New Capital Management
Texas
USD 4.39 M +USD 50.7 k +989 +1%
NWAG
6
Net Worth Advisory Group
Utah
USD 4.29 M +USD 4.29 M +83,668 Nuevas
GA
7
GSG Advisors
New Jersey
USD 3.18 M +USD 1.14 M +22,190 +56%
Jane Street
8
Jane Street
New York
USD 2.15 M +USD 762 k +14,881 +55%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 1.87 M +USD 1.38 M +26,959 +286%
Modern Wealth Management
10
Modern Wealth Management
Kansas
USD 1.31 M +USD 542 k +10,579 +71%
DBRC
11
D.B. Root & Company
Pennsylvania
USD 1.13 M -USD 2.3 M -44,802 -67%
Kestra Private Wealth Services
12
Kestra Private Wealth Services
Texas
USD 1.08 M +USD 302 k +5,888 +39%
D'Orazio & Associates
13
D'Orazio & Associates
Virginia
USD 1.02 M +USD 229 k +4,478 +29%
AFS
14
AFG Fiduciary Services
Massachusetts
USD 970 k +USD 1.79 k +35 +0.2%
CRA Financial Services
15
CRA Financial Services
New Jersey
USD 897 k +USD 20.3 k +397 +2%
Sage Rhino Capital
16
Sage Rhino Capital
California
USD 867 k -USD 228 k -4,459 -21%
Beacon Pointe Advisors
17
Beacon Pointe Advisors
California
USD 854 k +USD 494 k +9,650 +138%
Citadel Advisors
18
Citadel Advisors
Florida
USD 818 k -USD 780 k -15,235 -49%
SteelPeak Wealth
19
SteelPeak Wealth
California
USD 719 k +USD 718 k +14,020 Nuevas
UBS Group
20
UBS Group
Switzerland
USD 681 k +USD 680 k +13,284 Nuevas
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 611 k +USD 112 k +2,184 +22%
Oppenheimer & Co
22
Oppenheimer & Co
New York
USD 535 k +USD 534 k +10,430 Nuevas
Ancora Advisors
23
Ancora Advisors
Ohio
USD 422 k +USD 277 k +5,415 +192%
SFWC
24
Strategic Family Wealth Counselors
New Jersey
USD 403 k +USD 402 k +7,853 Nuevas
SF
25
SageOak Financial
Oklahoma
USD 398 k +USD 398 k +7,760 Nuevas
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