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VCRM

Vanguard Core Tax-Exempt Bond ETF
VCRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
51
Burton Enright Welch
California
$1.61M +$197K +2,589 +14%
SIC
52
SJS Investment Consulting
Ohio
$1.35M +$13.7K +180 +1%
GGS
53
Galvin Gaustad & Stein
Arizona
$1.28M +$273K +3,594 +27%
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.24M +$1.25M +16,519 New
OWA
55
Oak Wealth Advisors
Illinois
$1.18M +$703K +9,263 +143%
WFA
56
Websterrogers Financial Advisors
South Carolina
$1.17M +$373K +4,912 +46%
BFO
57
Boston Family Office
Massachusetts
$1.14M +$23.6K +311 +2%
LWMNY
58
Landmark Wealth Management (New York)
New York
$1.11M +$640K +8,428 +132%
MSFS
59
Main Street Financial Solutions
Pennsylvania
$1.08M +$352K +4,629 +47%
NF
60
NavPoint Financial
Minnesota
$1.07M -$58.8K -774 -5%
LKBC
61
L.K. Benson & Company
Maryland
$1.01M +$911 +12 +0.1%
SFC
62
Sprinkle Financial Consultants
Colorado
$997K +$3.04K +40 +0.3%
EPW
63
Evolve Private Wealth
California
$985K +$995K +13,107 New
LIP
64
Lynch Investment Planning
Pennsylvania
$930K +$223K +2,939 +31%
AFG
65
ABLE Financial Group
Arizona
$889K +$20.9K +275 +2%
BWP
66
Bernardo Wealth Planning
Pennsylvania
$864K +$251K +3,307 +40%
TAM
67
Titleist Asset Management
Texas
$859K +$868K +11,427 New
NSIM
68
North Star Investment Management
Illinois
$832K +$1.59K +21 +0.2%
OFI
69
Outbound Financial Inc
Colorado
$790K +$798K +10,513 New
VAMG
70
Voisard Asset Management Group
Michigan
$735K – – –
BCG
71
Breakwater Capital Group
New Jersey
$702K +$6.99K +92 +1%
WA
72
Waverly Advisors
Alabama
$693K -$4.33M -56,990 -86%
TCM
73
Traub Capital Management
Massachusetts
$691K +$11.6K +153 +2%
NLWP
74
Next Level Wealth Planning
Idaho
$682K +$478K +6,296 +226%
HTWM
75
Hartmann Taylor Wealth Management
Texas
$676K +$684K +9,000 New
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