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VCRM

Vanguard Core Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
TAGStone Capital
North Carolina
$7.31M -$114K -1,500 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$7.05M +$251K +3,316 +4%
PWA
28
Physician Wealth Advisors
Utah
$6.78M +$111K +1,461 +2%
TFG
29
Tilson Financial Group
New Jersey
$6.69M +$1.05M +13,810 +19%
JP Morgan Chase
30
JP Morgan Chase
New York
$6.39M +$6.32M +83,431 +40,898%
DOA
31
D'Orazio & Associates
Virginia
$5.88M +$2.05M +27,040 +54%
PWS
32
Physician Wealth Solutions
Nevada
$5.71M +$274K +3,621 +5%
BCM
33
Blume Capital Management
California
$5.68M +$280K +3,700 +5%
EWA
34
EQ Wealth Advisors
Texas
$5.01M +$941K +12,417 +23%
HighTower Advisors
35
HighTower Advisors
Illinois
$4.99M -$3.27M -43,128 -40%
EC
36
Elequin Capital
New York
$4.9M +$4.86M +64,144 New
QFP
37
Quantum Financial Partners
Kansas
$4.82M +$4.78M +63,060 New
TWM
38
Timmons Wealth Management
Massachusetts
$4.77M +$4.73M +62,499 New
RCAG
39
Rehmann Capital Advisory Group
Michigan
$4.59M +$666K +8,794 +17%
BHWM
40
Beaird Harris Wealth Management
Texas
$4.23M +$2.21M +29,177 +111%
KLI
41
Kelman-Lazarov Inc
Tennessee
$4.22M +$742K +9,799 +22%
SAM
42
S.A. Mason
Michigan
$4.03M +$136K +1,800 +4%
BC
43
Brio Consultants
California
$3.75M +$766K +10,108 +26%
GWA
44
Gutierrez Wealth Advisory
Arkansas
$3.72M -$387K -5,104 -9%
BRIA
45
Balanced Rock Investment Advisors
Massachusetts
$3.71M +$56.2K +742 +2%
NA
46
NewEdge Advisors
Louisiana
$3.51M +$665K +8,773 +24%
RWM
47
Rialto Wealth Management
New York
$3.2M +$3.17M +41,824 New
HIP
48
HUB Investment Partners
Texas
$3.13M +$977K +12,902 +46%
TCM
49
TD Capital Management
Tennessee
$2.9M +$2.87M +37,900 New
AIM
50
Advyzon Investment Management
Illinois
$2.9M -$588K -7,763 -17%