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VCRM

Vanguard Core Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$315K +$11.7K +154 +4%
HI
102
Harbour Investments
Wisconsin
$305K
EFS
103
Essex Financial Services
Connecticut
$303K
Creative Planning
104
Creative Planning
Kansas
$301K +$304K +4,005 New
CRI
105
Commonwealth Retirement Investments
Virginia
$301K
GWM
106
Global Wealth Management
New Jersey
$294K +$1.82K +24 +0.6%
VT
107
Vise Technologies
New York
$289K
TF
108
Tandem Financial
Colorado
$281K +$284K +3,738 New
WF
109
Wayfinding Financial
Washington
$276K -$178K -2,347 -39%
LAM
110
Lakewood Asset Management
Illinois
$260K +$6.76K +89 +3%
DDPIC
111
Deroy & Devereaux Private Investment Counsel
Michigan
$256K
NDSI
112
Newman Dignan & Sheerar Inc
Rhode Island
$249K +$252K +3,315 New
SFC
113
Swisher Financial Concepts
Ohio
$249K
FHA
114
Flagship Harbor Advisors
Massachusetts
$218K
DWM
115
Diversify Wealth Management
Utah
$215K +$215K +2,832 New
GC
116
Gould Capital
Washington
$124K
Morgan Stanley
117
Morgan Stanley
New York
$75K +$49.4K +650 +187%
TC
118
Trust Company
Kansas
$65.3K +$30K +395 +83%
CAL
119
Capital Advisors Ltd
Ohio
$60K
UBS Group
120
UBS Group
Switzerland
$24.3K +$24.5K +323 New
BIM
121
Breakwater Investment Management
Washington
$20.4K
JP Morgan Chase
122
JP Morgan Chase
New York
$15.3K -$11.5M -151,945 -100%
Franklin Resources
123
Franklin Resources
California
$5.26K
EF
124
Entrust Financial
Pennsylvania
$3.76K +$3.8K +50 New
Wells Fargo
125
Wells Fargo
California
$64