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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
26
Root Financial Partners
California
$2.2M +$946K +9,667 +78%
FMN
27
Financial Management Network
California
$2.02M -$50.6K -517 -2%
FCA
28
FLC Capital Advisors
California
$2.02M -$1.08K -11 -0.1%
DAS
29
Diversify Advisory Services
Utah
$1.98M
SW
30
SteelPeak Wealth
California
$1.79M -$423K -4,327 -19%
FPCP
31
Fort Point Capital Partners
California
$1.75M -$89.9K -919 -5%
FTUS
32
Flow Traders U.S.
New York
$1.48M +$589K +6,019 +68%
BEW
33
Burton Enright Welch
California
$1.43M +$63.3K +647 +5%
WS
34
Wedbush Securities
California
$1.38M
EC
35
Elequin Capital
New York
$1.22M +$1.2M +12,275 New
LWM
36
Luminvest Wealth Management
Arizona
$1.2M +$16.4K +168 +1%
MWM
37
Meridian Wealth Management
Kentucky
$1.17M +$621K +6,350 +118%
GWA
38
Geometric Wealth Advisors
District of Columbia
$1.05M +$1.03M +10,529 New
Mariner
39
Mariner
Kansas
$990K +$971K +9,925 New
WAS
40
WESPAC Advisors SoCal
California
$969K +$950K +9,709 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$961K +$450K +4,602 +91%
SHGA
42
Sand Hill Global Advisors
California
$959K +$114K +1,161 +14%
AQR Capital Management
43
AQR Capital Management
Connecticut
$926K
HWP
44
Highline Wealth Partners
California
$904K +$887K +9,063 New
Osaic Holdings
45
Osaic Holdings
Arizona
$853K +$152K +1,551 +22%
NBWM
46
North Berkeley Wealth Management
California
$830K
IFG
47
Independent Financial Group
California
$825K +$809K +8,272 New
BA
48
Bridgewater Advisors
New York
$799K +$780K +7,970 New
VA
49
Valmark Advisers
Ohio
$780K +$765K +7,822 New
Cerity Partners
50
Cerity Partners
New York
$748K +$29.5K +301 +4%