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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$1.77M +$777K +8,010 +79%
GC
27
Guggenheim Capital
Illinois
$1.67M +$1.66M +17,154 New
CIA
28
Concurrent Investment Advisors
Florida
$1.45M +$72.9K +751 +5%
WS
29
Wedbush Securities
California
$1.35M +$27.6K +284 +2%
BEW
30
Burton Enright Welch
California
$1.33M +$562K +5,792 +74%
RFP
31
Root Financial Partners
California
$1.21M +$382K +3,936 +46%
LWM
32
Luminvest Wealth Management
Arizona
$1.16M +$1.16M +11,904 New
AQR Capital Management
33
AQR Capital Management
Connecticut
$906K +$490K +5,045 +119%
FTUS
34
Flow Traders U.S.
New York
$861K +$856K +8,825 New
Jane Street
35
Jane Street
New York
$837K -$3.83M -39,516 -82%
SHGA
36
Sand Hill Global Advisors
California
$825K +$820K +8,451 New
NBWM
37
North Berkeley Wealth Management
California
$812K
Cerity Partners
38
Cerity Partners
New York
$702K +$698K +7,195 New
Osaic Holdings
39
Osaic Holdings
Arizona
$686K +$472K +4,866 +225%
OC
40
Oppenheimer & Co
New York
$663K +$659K +6,792 New
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$647K -$272K -2,800 -30%
UCFA
42
United Capital Financial Advisors
Texas
$549K +$546K +5,624 New
KWS
43
Keystone Wealth Services
California
$537K -$14.3K -147 -3%
ASG
44
Ariston Services Group
California
$531K +$2.23K +23 +0.4%
MWM
45
Meridian Wealth Management
Kentucky
$525K +$45.6K +470 +10%
SM
46
Sweeney & Michel
California
$502K +$184K +1,892 +58%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$492K
NA
48
Nautilus Advisors
California
$424K +$9.8K +101 +2%
TA
49
TPG Advisors
Illinois
$391K
AF
50
Allworth Financial
California
$381K +$379K +3,902 +390,200%