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Vanguard California Tax-Exempt Bond ETF
VTEC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Centaurus Financial
126
Centaurus Financial
California
USD 419 k +USD 103 k +1,030 +33%
Tolleson Wealth Management
127
Tolleson Wealth Management
Texas
USD 410 k – – –
RPGK
128
Retirement Planning Group (Kansas)
Kansas
USD 405 k -USD 285 k -2,856 -42%
HCR Wealth Advisors
129
HCR Wealth Advisors
California
USD 404 k +USD 401 k +4,015 Nuevas
Bridgewater Advisors
130
Bridgewater Advisors
New York
USD 403 k -USD 30.8 k -309 -7%
MWML
131
M Wealth Management LLC
California
USD 401 k +USD 398 k +3,989 Nuevas
Pinnacle Associates
132
Pinnacle Associates
New York
USD 386 k – – –
PWMAG
133
Pinnacle Wealth Management Advisory Group
New Jersey
USD 386 k – – –
Financial Engines Advisors
134
Financial Engines Advisors
California
USD 383 k +USD 4.59 k +46 +1%
Elser Financial Planning
135
Elser Financial Planning
Indiana
USD 378 k -USD 76.9 k -770 -17%
Betterment LLC
136
Betterment LLC
New York
USD 373 k -USD 12.4 k -124 -3%
HWMG
137
Hurlow Wealth Management Group
Indiana
USD 369 k +USD 25 k +250 +7%
WFS
138
WealthGarden F.S.
California
USD 364 k +USD 361 k +3,620 Nuevas
Summitry LLC
139
Summitry LLC
California
USD 355 k – – –
D.A. Davidson & Co
140
D.A. Davidson & Co
Montana
USD 352 k +USD 144 k +1,447 +71%
Weatherly Asset Management
141
Weatherly Asset Management
California
USD 345 k – – –
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
USD 343 k +USD 55.7 k +558 +20%
Wealthspire Advisors (New York)
143
Wealthspire Advisors (New York)
New York
USD 339 k +USD 336 k +3,366 Nuevas
CC
144
Climber Capital
Switzerland
USD 312 k – – –
Blume Capital Management
145
Blume Capital Management
California
USD 302 k – – –
Aureus Asset Management
146
Aureus Asset Management
Massachusetts
USD 302 k +USD 300 k +3,000 Nuevas
Sequoia Financial Advisors
147
Sequoia Financial Advisors
Ohio
USD 295 k – – –
XY Planning Network
148
XY Planning Network
Montana
USD 294 k – – –
OC
149
Optima Capital
Oregon
USD 292 k +USD 45.1 k +452 +18%
MWS
150
MFA Wealth Services
California
USD 290 k +USD 1.2 k +12 +0.4%
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