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ícone de VTEC

Vanguard California Tax-Exempt Bond ETF
VTEC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Centaurus Financial
126
Centaurus Financial
California
US$ 419 mil +US$ 103 mil +1.030 +33%
Tolleson Wealth Management
127
Tolleson Wealth Management
Texas
US$ 410 mil – – –
RPGK
128
Retirement Planning Group (Kansas)
Kansas
US$ 405 mil -US$ 285 mil -2.856 -42%
HCR Wealth Advisors
129
HCR Wealth Advisors
California
US$ 404 mil +US$ 401 mil +4.015 Nova
Bridgewater Advisors
130
Bridgewater Advisors
New York
US$ 403 mil -US$ 30,8 mil -309 -7%
MWML
131
M Wealth Management LLC
California
US$ 401 mil +US$ 398 mil +3.989 Nova
Pinnacle Associates
132
Pinnacle Associates
New York
US$ 386 mil – – –
PWMAG
133
Pinnacle Wealth Management Advisory Group
New Jersey
US$ 386 mil – – –
Financial Engines Advisors
134
Financial Engines Advisors
California
US$ 383 mil +US$ 4,59 mil +46 +1%
Elser Financial Planning
135
Elser Financial Planning
Indiana
US$ 378 mil -US$ 76,9 mil -770 -17%
Betterment LLC
136
Betterment LLC
New York
US$ 373 mil -US$ 12,4 mil -124 -3%
HWMG
137
Hurlow Wealth Management Group
Indiana
US$ 369 mil +US$ 25 mil +250 +7%
WFS
138
WealthGarden F.S.
California
US$ 364 mil +US$ 361 mil +3.620 Nova
Summitry LLC
139
Summitry LLC
California
US$ 355 mil – – –
D.A. Davidson & Co
140
D.A. Davidson & Co
Montana
US$ 352 mil +US$ 144 mil +1.447 +71%
Weatherly Asset Management
141
Weatherly Asset Management
California
US$ 345 mil – – –
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
US$ 343 mil +US$ 55,7 mil +558 +20%
Wealthspire Advisors (New York)
143
Wealthspire Advisors (New York)
New York
US$ 339 mil +US$ 336 mil +3.366 Nova
CC
144
Climber Capital
Switzerland
US$ 312 mil – – –
Blume Capital Management
145
Blume Capital Management
California
US$ 302 mil – – –
Aureus Asset Management
146
Aureus Asset Management
Massachusetts
US$ 302 mil +US$ 300 mil +3.000 Nova
Sequoia Financial Advisors
147
Sequoia Financial Advisors
Ohio
US$ 295 mil – – –
XY Planning Network
148
XY Planning Network
Montana
US$ 294 mil – – –
OC
149
Optima Capital
Oregon
US$ 292 mil +US$ 45,1 mil +452 +18%
MWS
150
MFA Wealth Services
California
US$ 290 mil +US$ 1,2 mil +12 +0,4%
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