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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$421M -$25.3M -253,305 -6%
MMA
2
Miracle Mile Advisors
California
$63.8M -$238K -2,379 -0.4%
Bank of America
3
Bank of America
North Carolina
$42.3M +$8.38M +83,982 +25%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$26.5M +$1.05M +10,482 +4%
WPC
5
Wedmont Private Capital
Pennsylvania
$24.4M +$4.94M +49,518 +25%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$23.7M +$2.56M +25,606 +12%
GC
7
Guggenheim Capital
Illinois
$22.9M +$4.86M +48,640 +27%
Morgan Stanley
8
Morgan Stanley
New York
$22.1M +$21.6M +215,987 +6,233%
LPL Financial
9
LPL Financial
California
$19.1M +$219K +2,197 +1%
PPW
10
Pasadena Private Wealth
California
$14.2M +$177K +1,777 +1%
MWAM
11
Manhattan West Asset Management
California
$13.8M +$11.3M +112,777 +458%
MCM
12
MAI Capital Management
Ohio
$9.6M +$9.53M +95,428 New
CIA
13
Concurrent Investment Advisors
Florida
$9.27M -$31.6K -317 -0.3%
Corient Private Wealth
14
Corient Private Wealth
Florida
$9.22M +$2.64M +26,394 +40%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$8.61M +$2.58M +25,819 +43%
EA
16
Eclectic Associates
California
$7.93M +$1.44M +14,376 +22%
Creative Planning
17
Creative Planning
Kansas
$7.01M +$530K +5,305 +8%
BC
18
Brio Consultants
California
$5.93M +$121K +1,210 +2%
BRPW
19
Ballast Rock Private Wealth
South Carolina
$5.03M +$39.5K +396 +0.8%
AFG
20
Altiora Financial Group
Ohio
$5.03M
PA
21
PFG Advisors
Arizona
$4.91M +$112K +1,118 +2%
BPA
22
Beacon Pointe Advisors
California
$4.81M +$534K +5,350 +13%
BIA
23
Bell Investment Advisors
California
$4.71M +$59.3K +594 +1%
VT
24
Vise Technologies
New York
$4.49M +$1.92M +19,278 +76%
UCFA
25
United Capital Financial Advisors
Texas
$4.37M -$1.2M -11,984 -22%