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 | No change | 3,651,728 | 273,934 | 5.19% | 5.19% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Verum Partners LLC | History | No change | 841,112 | 64,260 | 9.61% | 9.61% | 2 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Topsail Wealth Management, LLC | History | No change | 615,176 | 46,999 | 6.0% | 6.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Karpus Management, Inc. | History | No change | 613,630 | 46,881 | 1.35% | 1.35% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | No change | 571,707 | 43,678 | 2.16% | 2.16% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 500,175 | 38,178 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mills Wealth Advisors LLC | History | No change | 450,834 | 34,443 | 10.85% | 10.85% | 7 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 329,907 | 25,204 | 0.72% | 0.72% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 288,155 | 22,015 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Opus Capital Group, LLC | History | No change | 248,789 | 19,007 | 1.84% | 1.84% | 10 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 214,094 | 16,356 | 2.46% | 2.46% | 11 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 207,390 | 15,844 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elite Life Management LLC | History | No change | 193,761 | 14,534 | 17.01% | 17.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 182,879 | 13,971 | 5.15% | 5.15% | 14 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CGN Advisors LLC | History | No change | 173,051 | 13,221 | 0.97% | 0.97% | 15 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Alaethes Wealth, LLC | History | No change | 160,419 | 12,256 | 3.56% | 3.56% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 170,666 | 12,214 | 8.56% | 7.18% | 17 | +38,890 | 29.51% | Q3 2026 | Oct 06, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 153,988 | 11,764 | 2.09% | 2.09% | 18 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 153,725 | 11,744 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verus Financial Partners, Inc. | History | No change | 118,924 | 9,085 | 0.78% | 0.78% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TFO Wealth Partners, LLC | History | No change | 115,064 | 8,790 | 0.96% | 0.96% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 113,444 | 8,667 | 3.03% | 3.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keystone Financial Group, Inc. | History | No change | 109,104 | 8,335 | 4.37% | 4.37% | 23 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LPL Financial LLC | History | No change | 99,595 | 7,609 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 97,452 | 7,445 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TAGStone Capital, Inc. | History | No change | 95,674 | 7,309 | 2.32% | 2.32% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 92,269 | 7,049 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 88,686 | 6,775 | 0.81% | 0.81% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tilson Financial Group, Inc. | History | No change | 87,581 | 6,691 | 1.84% | 1.84% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 83,635 | 6,389 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 76,991 | 5,882 | 0.68% | 0.68% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 74,716 | 5,708 | 2.16% | 2.16% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 74,350 | 5,680 | 0.83% | 0.83% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 65,564 | 5,009 | 2.75% | 2.75% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 65,361 | 4,993 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elequin Capital, LP | History | No change | 64,144 | 4,900 | 0.15% | 0.15% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 63,060 | 4,817 | 2.46% | 2.46% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Timmons Wealth Management, LLC | History | No change | 62,499 | 4,774 | 3.49% | 3.49% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 60,033 | 4,586 | 0.21% | 0.21% | 39 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 55,414 | 4,233 | 0.27% | 0.27% | 40 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 55,199 | 4,217 | 0.55% | 0.55% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| S.A. Mason LLC | History | No change | 52,780 | 4,032 | 1.24% | 1.24% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brio Consultants, LLC | History | No change | 49,083 | 3,749 | 0.44% | 0.44% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 48,718 | 3,722 | 2.15% | 2.15% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 48,515 | 3,706 | 2.31% | 2.31% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 45,885 | 3,505 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 41,824 | 3,195 | 0.63% | 0.63% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | No change | 40,991 | 3,131 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Capital Management LLC | History | No change | 37,900 | 2,895 | 0.24% | 0.24% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advyzon Investment Management, LLC | History | No change | 37,896 | 2,895 | 0.21% | 0.21% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 36,485 | 2,787 | 0.71% | 0.71% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 35,353 | 2,700 | 0.37% | 0.37% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 32,526 | 2,484 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunpointe, LLC | History | No change | 31,028 | 2,370 | 0.67% | 0.67% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 30,812 | 2,354 | 0.14% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWM ADVISORS, LLC | History | No change | 30,615 | 2,338 | 1.84% | 1.84% | 56 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 28,760 | 2,197 | 0.22% | 0.22% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hills Bank & Trust Co | History | No change | 27,307 | 2,086 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 26,888 | 2,054 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 26,275 | 2,007 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRA Financial Services, LLC | History | No change | 24,885 | 1,901 | 0.22% | 0.22% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Diversified Portfolios, Inc. | History | No change | 24,357 | 1,860 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 24,357 | 1,860 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Greenwich Wealth Management LLC | History | No change | 23,926 | 1,828 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 23,408 | 1,788 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Burton Enright Welch | History | No change | 23,346 | 1,783 | 0.21% | 0.21% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 22,717 | 1,735 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 21,459 | 1,609 | 0.96% | 0.96% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Landmark Wealth Management, LLC | History | No change | 20,769 | 1,586 | 0.38% | 0.38% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 20,403 | 1,558 | 0.17% | 0.17% | 70 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lakewood Asset Management LLC | History | No change | 20,215 | 1,544 | 0.85% | 0.85% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,604 | 1,497 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NavPoint Financial, Inc. | History | No change | 18,074 | 1,380 | 0.51% | 0.51% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 18,025 | 1,377 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lynch Investment Planning, LLC | History | No change | 17,593 | 1,344 | 1.03% | 1.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Oak Wealth Advisors LLC | History | No change | 17,182 | 1,312 | 0.63% | 0.63% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 16,288 | 1,244 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 16,062 | 1,227 | 0.37% | 0.37% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Souders Financial Advisors | History | No change | 15,418 | 1,177 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dakota Wealth Management | History | No change | 14,700 | 1,123 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 13,395 | 1,023 | 0.4% | 0.4% | 81 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,948 | 989 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 12,899 | 985 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AWM CAPITAL, LLC | History | No change | 12,445 | 950 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Retirement Planning Group, LLC | History | No change | 12,355 | 943 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ABLE Financial Group, LLC | History | No change | 11,835 | 904 | 0.15% | 0.15% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,579 | 884 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 11,202 | 855 | 0.15% | 0.15% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Star Investment Management Corp. | History | No change | 11,102 | 848 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Outbound Financial Inc | History | No change | 10,513 | 803 | 0.52% | 0.52% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Breakwater Capital Group | History | No change | 10,360 | 791 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 9,976 | 762 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 9,726 | 743 | 0.14% | 0.14% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| &PARTNERS | History | No change | 9,717 | 742 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 9,370 | 715 | 0.31% | 0.31% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Waverly Advisors, LLC | History | No change | 9,223 | 704 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traub Capital Management LLC | History | No change | 9,198 | 702 | 0.63% | 0.63% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JHP Wealth Management, LLC | History | No change | 8,953 | 683 | 0.56% | 0.56% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sincerus Advisory, LLC | History | No change | 8,857 | 676 | 0.46% | 0.46% | 99 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 9,000 | 676 | 0.45% | 0.45% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 8,576 | 655 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Advisors, LLC | History | No change | 8,506 | 647 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 8,295 | 633 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,222 | 628 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prentice Wealth Management LLC | History | No change | 7,195 | 549 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| D.B. Root & Company, LLC | History | No change | 7,081 | 540 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 6,940 | 530 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 6,444 | 492 | 0.12% | 0.12% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,305 | 481 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tandem Financial, LLC | History | No change | 6,285 | 480 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FC Advisory LLC | History | New | 6,602 | 472 | 0.12% | — | 111 | +6,602 | New | Q3 2026 | Oct 05, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 6,060 | 463 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,963 | 455 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 5,932 | 453 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TPG Advisors LLC | History | No change | 5,898 | 450 | 0.25% | 0.25% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | No change | 5,850 | 446 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,761 | 440 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 5,763 | 440 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,705 | 435 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 5,663 | 432 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evanson Financial, LLC | History | No change | 5,599 | 427 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 5,521 | 421 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Sowell Financial Services LLC | History | No change | 5,450 | 416 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 5,025 | 384 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,724 | 360 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FreeGulliver LLC | History | No change | 4,700 | 359 | 0.13% | 0.13% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 4,338 | 331 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 4,240 | 323 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,055 | 309 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 4,000 | 305 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Wealth Management, LLC | History | No change | 3,951 | 301 | 0.15% | 0.15% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WRAPMANAGER INC | History | No change | 3,862 | 295 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 3,755 | 286 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 3,569 | 272 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | No change | 3,489 | 262 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 3,489 | 262 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tradewinds, LLC. | History | No change | 500 | 258 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 3,292 | 251 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | No change | 3,158 | 241 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 2,900 | 221 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vise Technologies, Inc. | History | No change | 2,842 | 217 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 2,710 | 207 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gould Capital, LLC | History | No change | 1,650 | 126 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,305 | 99 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 998 | 76 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 886 | 67 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trust Co | History | No change | 869 | 66 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 800 | 61 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Burk Holdings LLC | History | No change | 658 | 50 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 645 | 49 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 526 | 40 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 521 | 39 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Investment Management | History | No change | 271 | 20 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 93 | 7 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 70 | 5 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |