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VCRM

Vanguard Core Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EC
26
Elequin Capital
New York
$3.14M +$1.42M +19,221 +85%
BRIA
27
Balanced Rock Investment Advisors
Massachusetts
$2.96M +$510K +6,911 +21%
VBA
28
von Borstel & Associates
Oregon
$2.81M +$2.74M +37,192 New
KLI
29
Kelman-Lazarov Inc
Tennessee
$2.81M +$1.48M +20,067 +116%
BC
30
Brio Consultants
California
$2.49M +$133K +1,806 +6%
Goldman Sachs
31
Goldman Sachs
New York
$1.93M
CFS
32
CRA Financial Services
New Jersey
$1.87M +$145K +1,970 +9%
SAM
33
Smithbridge Asset Management
Pennsylvania
$1.83M +$1.8M +24,367 New
KFGG
34
Keystone Financial Group (Georgia)
Georgia
$1.75M +$1.71M +23,202 New
Truist Financial
35
Truist Financial
North Carolina
$1.52M +$1.49M +20,248 New
BEW
36
Burton Enright Welch
California
$1.38M +$1.09M +14,755 +409%
S
37
Sunpointe
Missouri
$1.38M +$268K +3,633 +25%
SIC
38
SJS Investment Consulting
Ohio
$1.32M -$461K -6,246 -26%
CISOA
39
Capital Investment Services of America
Wisconsin
$1.3M +$928K +12,585 +267%
OHWA
40
Oak Hill Wealth Advisors
Virginia
$1.09M +$623K +8,448 +140%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.07M +$1.05M +14,249 New
LPL Financial
42
LPL Financial
California
$1.03M +$491K +6,655 +95%
TWP
43
TFO Wealth Partners
Ohio
$1M +$984K +13,340 New
LKBC
44
L.K. Benson & Company
Maryland
$989K +$75.8K +1,028 +8%
HIP
45
HUB Investment Partners
Texas
$832K +$53K +719 +7%
AFG
46
ABLE Financial Group
Arizona
$801K +$118K +1,602 +18%
GGS
47
Galvin Gaustad & Stein
Arizona
$793K
FTUS
48
Flow Traders U.S.
New York
$732K -$95K -1,288 -12%
NA
49
NewEdge Advisors
Louisiana
$715K +$701K +9,500 New
NF
50
NavPoint Financial
Minnesota
$713K +$699K +9,474 New