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VCRM

Vanguard Core Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
76
Oak Wealth Advisors
Illinois
$1.31M +$110K +1,454 +9%
MSFS
77
Main Street Financial Solutions
Pennsylvania
$1.24M +$144K +1,898 +13%
LKBC
78
L.K. Benson & Company
Maryland
$1.23M +$201K +2,655 +20%
SFA
79
Souders Financial Advisors
Ohio
$1.18M +$1.17M +15,418 New
DWM
80
Dakota Wealth Management
Florida
$1.12M +$447K +5,900 +67%
SFC
81
Sprinkle Financial Consultants
Colorado
$1.02M +$9.39K +124 +0.9%
Osaic Holdings
82
Osaic Holdings
Arizona
$989K +$663K +8,753 +209%
EPW
83
Evolve Private Wealth
California
$985K -$15.8K -208 -2%
AC
84
AWM Capital
Arizona
$951K +$601K +7,937 +176%
RPGK
85
Retirement Planning Group (Kansas)
Kansas
$944K +$613K +8,094 +190%
AFG
86
ABLE Financial Group
Arizona
$904K
SWP
87
Stratos Wealth Partners
Ohio
$885K +$877K +11,579 New
BWP
88
Bernardo Wealth Planning
Pennsylvania
$856K -$22.8K -301 -3%
NSIM
89
North Star Investment Management
Illinois
$848K +$2.5K +33 +0.3%
OFI
90
Outbound Financial Inc
Colorado
$803K
BCG
91
Breakwater Capital Group
New Jersey
$792K +$77.3K +1,021 +11%
TAM
92
Titleist Asset Management
Texas
$762K -$110K -1,451 -13%
NDSI
93
Newman Dignan & Sheerar Inc
Rhode Island
$743K +$486K +6,411 +193%
P
94
&Partners
Tennessee
$743K +$96K +1,267 +15%
NLWP
95
Next Level Wealth Planning
Idaho
$716K +$21.9K +289 +3%
WA
96
Waverly Advisors
Alabama
$705K
TCM
97
Traub Capital Management
Massachusetts
$703K
JWM
98
JHP Wealth Management
Colorado
$684K +$678K +8,953 New
SA
99
Sincerus Advisory
New York
$677K +$239K +3,153 +55%
HTWM
100
Hartmann Taylor Wealth Management
Texas
$676K