VANGUARD MUNICIPAL BOND FUNDS - VCRM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | History | Added to | 3,460,873 | 262,091 | 5.19% | 0.59% | 1 | +3,122,939 | 924.13% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 631,116 | 47,428 | 2.59% | 2.51% | 2 | +52,153 | 9.01% | Q1 2026 | May 11, 2026 |
| Verum Partners LLC | History | Added to | 602,359 | 45,267 | 8.6% | 7.31% | 3 | +122,308 | 25.48% | Q1 2026 | Apr 15, 2026 |
| Karpus Management, Inc. | History | Added to | 590,059 | 44,342 | 1.38% | 1.29% | 4 | +35,915 | 6.48% | Q1 2026 | May 14, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 399,237 | 30,002 | 10.48% | 10.06% | 5 | +61,776 | 18.31% | Q1 2026 | Apr 24, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 384,157 | 28,869 | 4.26% | 3.62% | 6 | +57,303 | 17.53% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 307,708 | 23,124 | 0.03% | 0.01% | 7 | +209,887 | 214.56% | Q1 2026 | May 14, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 269,435 | 20,248 | 0.79% | 0.68% | 8 | +51,289 | 23.51% | Q1 2026 | May 07, 2026 |
| Opus Capital Group, LLC | History | Added to | 249,876 | 18,778 | 2.02% | 1.83% | 9 | +26,606 | 11.92% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 245,112 | 18,327 | 0.01% | 0.0% | 10 | +235,605 | 2478.23% | Q1 2026 | May 15, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 230,441 | 17,317 | 2.87% | 3.03% | 11 | -8,614 | -3.6% | Q1 2026 | Apr 29, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 181,877 | 13,668 | 5.7% | 5.74% | 12 | +1,554 | 0.86% | Q1 2026 | Apr 07, 2026 |
| Elite Life Management LLC | History | New | 173,841 | 13,164 | 16.46% | — | 13 | +173,841 | New | Q1 2026 | May 11, 2026 |
| CGN Advisors LLC | History | Reduced | 172,279 | 12,946 | 1.02% | 1.03% | 14 | -430 | -0.25% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 108,489 | 8,153 | 0.01% | 0.0% | 15 | +105,089 | 3090.85% | Q1 2026 | May 05, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 97,483 | 7,386 | 0.66% | 0.63% | 16 | +7,782 | 8.68% | Q1 2026 | Apr 20, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 97,174 | 7,302 | 2.58% | 2.92% | 17 | -6,653 | -6.41% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 92,586 | 6,957 | 0.01% | 0.0% | 18 | +68,011 | 276.75% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 88,953 | 6,684 | 0.0% | 0.0% | 19 | +75,626 | 567.46% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 87,225 | 6,554 | 0.91% | 0.86% | 20 | +5,744 | 7.05% | Q1 2026 | Apr 24, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 82,559 | 6,204 | 0.84% | 0.34% | 21 | +52,827 | 177.68% | Q1 2026 | May 08, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 73,771 | 5,543 | 1.66% | 1.31% | 22 | +17,253 | 30.53% | Q1 2026 | Apr 29, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 71,095 | 5,342 | 2.21% | 2.41% | 23 | -4,109 | -5.46% | Q1 2026 | Apr 13, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 70,650 | 5,309 | 0.9% | 1.16% | 24 | -13,365 | -15.91% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 59,661 | 4,483 | 2.33% | 1.27% | 25 | +27,671 | 86.5% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 55,872 | 4,198 | 0.0% | 0.0% | 26 | +27,038 | 93.77% | Q1 2026 | May 06, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 53,822 | 4,044 | 2.51% | 2.6% | 27 | -1,015 | -1.85% | Q1 2026 | Apr 21, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 53,147 | 3,994 | 2.33% | 1.39% | 28 | +21,956 | 70.39% | Q1 2026 | May 01, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 51,239 | 3,850 | 0.2% | 0.19% | 29 | +4,319 | 9.21% | Q1 2026 | May 15, 2026 |
| S.A. Mason LLC | History | Added to | 50,980 | 3,831 | 1.44% | 1.37% | 30 | +5,122 | 11.17% | Q1 2026 | Apr 27, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 49,951 | 3,753 | 0.49% | 0.11% | 31 | +38,586 | 339.52% | Q1 2026 | May 07, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 47,773 | 3,590 | 2.52% | 2.47% | 32 | +1,715 | 3.72% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 45,659 | 3,431 | 0.31% | 0.41% | 33 | -1,108 | -2.37% | Q1 2026 | May 12, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 45,400 | 3,411 | 0.49% | 0.45% | 34 | +4,148 | 10.06% | Q1 2026 | Apr 27, 2026 |
| Brio Consultants, LLC | History | Added to | 38,975 | 2,946 | 0.36% | 0.37% | 35 | +997 | 2.63% | Q1 2026 | May 06, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | New | 37,808 | 2,862 | 1.8% | — | 36 | +37,808 | New | Q1 2026 | May 12, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 34,353 | 2,581 | 0.38% | 0.32% | 37 | -15,581 | -31.2% | Q1 2026 | Apr 24, 2026 |
| NWM ADVISORS, LLC | History | Reduced | 30,497 | 2,291 | 2.09% | 2.02% | 38 | -198 | -0.65% | Q1 2026 | May 13, 2026 |
| Sunpointe, LLC | History | Added to | 29,917 | 2,248 | 0.74% | 0.69% | 39 | +2,401 | 8.73% | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | Added to | 28,089 | 2,110 | 0.05% | 0.02% | 40 | +16,443 | 141.19% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 27,808 | 2,090 | 0.09% | 0.19% | 41 | -28,419 | -50.54% | Q1 2026 | May 12, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 27,460 | 2,063 | 0.22% | 0.19% | 42 | +1,320 | 5.05% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 27,051 | 2,032 | 0.0% | 0.0% | 43 | +10,232 | 60.84% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 26,280 | 1,975 | 0.0% | 0.0% | 44 | -86 | -0.33% | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 26,237 | 1,971 | 0.13% | — | 45 | +26,237 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,475 | 1,914 | 0.0% | 0.0% | 46 | +16,210 | 174.96% | Q1 2026 | Apr 27, 2026 |
| CRA Financial Services, LLC | History | Added to | 25,225 | 1,895 | 0.25% | 0.25% | 47 | +340 | 1.37% | Q1 2026 | Apr 09, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 23,045 | 1,731 | 0.04% | 0.03% | 48 | +4,844 | 26.61% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,525 | 1,617 | 0.0% | 0.0% | 49 | -244,709 | -91.92% | Q1 2026 | May 12, 2026 |
| Burton Enright Welch | History | Added to | 21,396 | 1,607 | 0.22% | 0.2% | 50 | +2,589 | 13.77% | Q1 2026 | May 01, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 17,903 | 1,345 | 0.16% | 0.17% | 51 | +180 | 1.02% | Q1 2026 | Apr 23, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 17,025 | 1,279 | 0.1% | 0.08% | 52 | +3,594 | 26.76% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 16,519 | 1,241 | 0.01% | — | 53 | +16,519 | New | Q1 2026 | May 15, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 15,728 | 1,181 | 0.65% | 0.28% | 54 | +9,263 | 143.28% | Q1 2026 | Apr 21, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 15,561 | 1,169 | 0.33% | 0.23% | 55 | +4,912 | 46.13% | Q1 2026 | Apr 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 15,140 | 1,138 | 0.08% | 0.07% | 56 | +311 | 2.1% | Q1 2026 | May 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 14,833 | 1,114 | 0.3% | 0.19% | 57 | +8,428 | 131.58% | Q1 2026 | Apr 29, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 14,289 | 1,073 | 0.43% | 0.49% | 58 | -774 | -5.14% | Q1 2026 | Apr 24, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 13,407 | 1,007 | 0.33% | 0.51% | 59 | +12 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 13,271 | 997 | 0.46% | 0.51% | 60 | +40 | 0.3% | Q1 2026 | Apr 16, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 13,107 | 984 | 0.05% | — | 61 | +13,107 | New | Q1 2026 | Apr 16, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 12,379 | 930 | 0.84% | 0.68% | 62 | +2,939 | 31.13% | Q1 2026 | May 12, 2026 |
| ABLE Financial Group, LLC | History | Added to | 11,835 | 889 | 0.17% | 0.18% | 63 | +275 | 2.38% | Q1 2026 | Apr 20, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 11,503 | 864 | 0.17% | 0.12% | 64 | +3,307 | 40.35% | Q1 2026 | Apr 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 11,427 | 858 | 0.06% | — | 65 | +11,427 | New | Q1 2026 | Apr 30, 2026 |
| North Star Investment Management Corp. | History | Added to | 11,069 | 831 | 0.05% | 0.05% | 66 | +21 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,761 | 737 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 9,775 | 734 | 0.16% | 0.16% | 68 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Breakwater Capital Group | History | Added to | 9,339 | 701 | 0.09% | 0.1% | 69 | +92 | 0.99% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,223 | 693 | 0.01% | 0.04% | 70 | -56,990 | -86.07% | Q1 2026 | May 15, 2026 |
| Traub Capital Management LLC | History | Added to | 9,198 | 691 | 0.69% | 0.66% | 71 | +153 | 1.69% | Q1 2026 | Apr 23, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 9,081 | 682 | 0.35% | 0.11% | 72 | +6,296 | 226.07% | Q1 2026 | Apr 21, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | New | 9,000 | 676 | 0.45% | — | 73 | +9,000 | New | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | No change | 8,800 | 661 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 8,776 | 660 | 0.02% | 0.02% | 75 | +800 | 10.03% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 8,506 | 639 | 0.13% | 0.11% | 76 | +1,666 | 24.36% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 8,467 | 636 | 0.05% | 0.06% | 77 | +51 | 0.61% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 8,450 | 634 | 0.0% | 0.0% | 78 | +1,745 | 26.03% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 8,068 | 606 | 0.0% | 0.0% | 79 | +3,883 | 92.78% | Q1 2026 | Apr 30, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 7,638 | 573 | 0.51% | — | 80 | +7,638 | New | Q1 2026 | May 07, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 7,526 | 565 | 0.12% | 0.07% | 81 | +2,976 | 65.41% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,470 | 561 | 0.0% | 0.0% | 82 | -27,250 | -78.49% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,045 | 529 | 0.0% | 0.0% | 83 | +3,502 | 98.84% | Q1 2026 | Apr 30, 2026 |
| Prentice Wealth Management LLC | History | Added to | 7,045 | 529 | 0.12% | 0.11% | 84 | +410 | 6.18% | Q1 2026 | Apr 17, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 6,444 | 484 | 0.14% | 0.11% | 85 | +1,316 | 25.66% | Q1 2026 | Apr 28, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 5,877 | 441 | 0.07% | 0.05% | 86 | +1,350 | 29.82% | Q1 2026 | Apr 29, 2026 |
| Sincerus Advisory, LLC | History | New | 5,704 | 428 | 0.32% | — | 87 | +5,704 | New | Q1 2026 | Apr 06, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 5,643 | 424 | 0.02% | 0.01% | 88 | +2,350 | 71.36% | Q1 2026 | May 04, 2026 |
| Evanson Asset Management, LLC | History | No change | 5,572 | 418 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,450 | 409 | 0.02% | 0.01% | 90 | +1,450 | 36.25% | Q1 2026 | Apr 20, 2026 |
| TPG Advisors LLC | History | Added to | 5,216 | 391 | 0.24% | 0.24% | 91 | +22 | 0.42% | Q1 2026 | Apr 22, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 5,186 | 389 | 0.01% | 0.03% | 92 | -10,559 | -67.06% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,078 | 381 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 4,811 | 361 | 0.04% | 0.02% | 94 | +2,386 | 98.39% | Q1 2026 | May 06, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 4,508 | 338 | 0.03% | 0.11% | 95 | -11,253 | -71.4% | Q1 2026 | May 12, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 4,456 | 334 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 4,261 | 320 | 0.01% | 0.01% | 97 | -75 | -1.73% | Q1 2026 | May 04, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 4,240 | 318 | 0.06% | 0.05% | 98 | +975 | 29.86% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,195 | 315 | 0.0% | 0.0% | 99 | +154 | 3.81% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,055 | 304 | 0.0% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,035 | 303 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | New | 4,005 | 300 | 0.0% | — | 103 | +4,005 | New | Q1 2026 | May 12, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 4,000 | 300 | 0.09% | 0.1% | 102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Wealth Management, LLC | History | Added to | 3,915 | 294 | 0.16% | 0.16% | 104 | +24 | 0.62% | Q1 2026 | Apr 16, 2026 |
| Vise Technologies, Inc. | History | No change | 3,822 | 288 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tandem Financial, LLC | History | New | 3,738 | 280 | 0.09% | — | 106 | +3,738 | New | Q1 2026 | May 08, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 3,684 | 276 | 0.12% | 0.19% | 107 | -2,347 | -38.92% | Q1 2026 | May 12, 2026 |
| Lakewood Asset Management LLC | History | Added to | 3,462 | 260 | 0.17% | 0.15% | 108 | +89 | 2.64% | Q1 2026 | Apr 22, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 3,400 | 256 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 3,315 | 249 | 0.05% | — | 110 | +3,315 | New | Q1 2026 | Apr 13, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 3,310 | 248 | 0.14% | 0.14% | 111 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 2,900 | 217 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,832 | 214 | 0.0% | — | 113 | +2,832 | New | Q1 2026 | May 01, 2026 |
| Gould Capital, LLC | History | No change | 1,650 | 123 | 0.07% | 0.08% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 998 | 75 | 0.0% | 0.0% | 115 | +650 | 186.78% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 869 | 65 | 0.01% | 0.0% | 116 | +395 | 83.33% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 800 | 60 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | New | 323 | 24 | 0.0% | — | 118 | +323 | New | Q1 2026 | May 05, 2026 |
| Breakwater Investment Management | History | No change | 271 | 20 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 204 | 15 | 0.0% | 0.0% | 120 | -151,945 | -99.87% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 70 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 50 | 3 | 0.0% | — | 122 | +50 | New | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.07% | — | -38,172 | -100.0% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.2% | — | -35,296 | -100.0% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,422 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,421 | -100.0% | Q1 2026 | May 15, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.24% | — | -18,381 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,444 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,831 | -100.0% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,017 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,438 | -100.0% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |