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VCRM

Vanguard Core Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
101
Private Wealth Asset Management
Iowa
$655K +$285K +3,765 +78%
IA
102
Inspire Advisors
Idaho
$648K +$2.95K +39 +0.5%
APFP
103
Action Point Financial Planning
Michigan
$634K +$49.8K +657 +9%
SFA
104
Sequoia Financial Advisors
Ohio
$628K +$11.7K +154 +2%
PWM
105
Prentice Wealth Management
New York
$550K +$11.4K +150 +2%
DBRC
106
D.B. Root & Company
Pennsylvania
$541K +$536K +7,081 New
BAG
107
Bridgewealth Advisory Group
California
$530K -$119K -1,566 -18%
PCM
108
Pennsylvania Capital Management
Pennsylvania
$492K
EFS
109
Essex Financial Services
Connecticut
$482K +$172K +2,270 +56%
TF
110
Tandem Financial
Colorado
$480K +$193K +2,547 +68%
DDPIC
111
Deroy & Devereaux Private Investment Counsel
Michigan
$463K +$202K +2,660 +78%
SCA
112
Snowden Capital Advisors
New York
$456K +$452K +5,963 New
PFA
113
Perryman Financial Advisory
Texas
$453K +$4.17K +55 +0.9%
TA
114
TPG Advisors
Illinois
$451K +$51.7K +682 +13%
SF
115
Summit Financial
New Jersey
$447K +$443K +5,850 New
CPWM
116
Cypress Point Wealth Management
Texas
$440K -$134K -1,763 -23%
MML Investors Services
117
MML Investors Services
Massachusetts
$440K +$436K +5,761 New
Goldman Sachs
118
Goldman Sachs
New York
$436K -$134K -1,765 -24%
BMCM
119
Bryn Mawr Capital Management
Pennsylvania
$433K +$1.51K +20 +0.4%
EF
120
Evanson Financial
Virginia
$428K +$424K +5,599 New
SFS
121
Sowell Financial Services
Arkansas
$416K
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$384K -$153K -2,020 -29%
KPWS
123
Kestra Private Wealth Services
Texas
$361K +$358K +4,724 New
FL
124
FreeGulliver LLC
Louisiana
$359K +$356K +4,700 New
Betterment LLC
125
Betterment LLC
New York
$331K +$329K +4,338 New