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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VT
26
Vise Technologies
New York
$2.54M +$2.54M +25,380 New
RFP
27
Root Financial Partners
California
$2.54M +$327K +3,266 +15%
FPCP
28
Fort Point Capital Partners
California
$2.46M +$687K +6,853 +39%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.35M -$177K -1,766 -7%
FCA
30
FLC Capital Advisors
California
$2.26M +$233K +2,330 +12%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.25M +$1.39M +13,860 +162%
FMN
32
Financial Management Network
California
$2.2M +$164K +1,633 +8%
BPA
33
Beacon Pointe Advisors
California
$2.12M +$1.76M +17,596 +495%
DAS
34
Diversify Advisory Services
Utah
$2M
WS
35
Wedbush Securities
California
$1.88M +$501K +5,000 +36%
Mariner
36
Mariner
Kansas
$1.68M +$684K +6,822 +69%
BEW
37
Burton Enright Welch
California
$1.68M +$241K +2,401 +17%
TRCT
38
Tower Research Capital (TRC)
New York
$1.58M +$1.57M +15,713 New
DWM
39
DeLarme Wealth Management
California
$1.52M +$1.52M +15,182 New
DWM
40
Ducere Wealth Management
California
$1.51M +$1.5M +15,018 New
SW
41
SteelPeak Wealth
California
$1.47M -$326K -3,251 -18%
LWM
42
Luminvest Wealth Management
Arizona
$1.44M +$231K +2,303 +19%
SAI
43
Savvy Advisors Inc
New York
$1.39M +$1.15M +11,483 +492%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$611K +6,098 +87%
EWA
45
EP Wealth Advisors
California
$1.23M +$1.23M +12,263 New
WAS
46
WESPAC Advisors SoCal
California
$1.21M +$235K +2,345 +24%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$219K +2,184 +23%
QCM
48
Quantinno Capital Management
New York
$1.18M +$720K +7,189 +156%
MWM
49
Meridian Wealth Management
Kentucky
$1.18M
BA
50
Bridgewater Advisors
New York
$1.1M +$298K +2,971 +37%