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Vanguard Tax-Exempt Bond Index Fund

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Evolution Wealth Advisors
651
Evolution Wealth Advisors
Florida
USD 1.6 M +USD 73.3 k +1,458 +5%
LCC
652
Lincoln Capital Corp
Rhode Island
USD 1.6 M +USD 31.2 k +621 +2%
EP
653
EPIQ Partners
Minnesota
USD 1.59 M -USD 14.9 k -297 -0.9%
FA
654
FC Advisory
Pennsylvania
USD 1.59 M -USD 23.4 k -465 -1%
Phillips Financial Management
655
Phillips Financial Management
Indiana
USD 1.58 M -USD 538 k -10,705 -25%
HOWA
656
Hudson Oak Wealth Advisory
New Jersey
USD 1.56 M -USD 16.3 k -324 -1%
RWC
657
Rare Wolf Capital
Washington
USD 1.55 M +USD 65 k +1,293 +4%
HFO
658
Heritage Family Offices
Arizona
USD 1.54 M +USD 466 k +9,276 +44%
PEWA
659
Pacific Excel Wealth Advisors
California
USD 1.54 M +USD 1.53 M +30,427 Nuevas
CF
660
Cyr Financial
Illinois
USD 1.53 M +USD 120 k +2,390 +9%
IW
661
Integrated Wealthcare
North Carolina
USD 1.52 M +USD 24.4 k +485 +2%
LJI Wealth Management
662
LJI Wealth Management
Indiana
USD 1.52 M +USD 26.7 k +531 +2%
Strategic Financial Services
663
Strategic Financial Services
New York
USD 1.5 M – – –
HighPoint Advisor Group
664
HighPoint Advisor Group
Illinois
USD 1.5 M -USD 1.23 M -24,397 -45%
Fiduciary Alliance
665
Fiduciary Alliance
South Carolina
USD 1.5 M – – –
NAM
666
NorthCrest Asset Manangement
Minnesota
USD 1.49 M +USD 147 k +2,916 +11%
OWA
667
Oak Wealth Advisors
Illinois
USD 1.49 M -USD 10 k -200 -0.7%
CPA
668
Compass Planning Associates
Massachusetts
USD 1.49 M +USD 612 k +12,173 +71%
SAM
669
SP Asset Management
California
USD 1.48 M -USD 524 k -10,428 -26%
IPW
670
Intergy Private Wealth
Colorado
USD 1.48 M +USD 28.2 k +562 +2%
CFM
671
Cornerstone Financial Management
Massachusetts
USD 1.48 M -USD 6.83 k -136 -0.5%
BIM
672
Breakwater Investment Management
Washington
USD 1.48 M +USD 80.2 k +1,597 +6%
Compass Ion Advisors
673
Compass Ion Advisors
Pennsylvania
USD 1.47 M +USD 158 k +3,146 +12%
AFP
674
Advus Financial Partners
Florida
USD 1.46 M +USD 606 k +12,053 +72%
SP
675
SmartHarvest Portfolios
Washington
USD 1.46 M +USD 21.4 k +426 +2%