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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$4.2M +$2.14M +21,265 +101%
NL
27
NDWM LLC
California
$4.14M +$671K +6,664 +19%
GAM
28
Gotham Asset Management
New York
$3.92M
RFP
29
Root Financial Partners
California
$3.56M +$1.06M +10,562 +42%
Citadel Advisors
30
Citadel Advisors
Florida
$3.3M +$3.35M +33,334 New
Raymond James Financial
31
Raymond James Financial
Florida
$3.05M -$2.72K -27 -0.1%
BCA
32
Bernzott Capital Advisors
California
$2.99M +$3.04M +30,215 New
WS
33
Wedbush Securities
California
$2.6M +$753K +7,480 +40%
FCA
34
FLC Capital Advisors
California
$2.58M +$346K +3,438 +15%
DWM
35
DeLarme Wealth Management
California
$2.56M +$1.08M +10,703 +70%
VT
36
Vise Technologies
New York
$2.54M
FPCP
37
Fort Point Capital Partners
California
$2.49M +$75.3K +748 +3%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$2.45M +$2.49M +24,734 New
MWAM
39
Manhattan West Asset Management
California
$2.44M +$2.48M +24,634 New
JIC
40
Joel Isaacson & Co
New York
$2.41M +$1.51M +15,030 +161%
FA
41
FF Advisors
California
$2.3M +$2.31M +22,979 New
FMN
42
Financial Management Network
California
$2.3M +$102K +1,012 +5%
EPW
43
Evolve Private Wealth
California
$2.24M +$2.28M +22,611 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.19M -$141K -1,401 -6%
DWM
45
Diversify Wealth Management
Utah
$1.99M +$2.01M +19,947 New
Osaic Holdings
46
Osaic Holdings
Arizona
$1.99M -$242K -2,404 -11%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.98M +$816K +8,110 +69%
BEW
48
Burton Enright Welch
California
$1.97M +$314K +3,118 +19%
TRCT
49
Tower Research Capital (TRC)
New York
$1.95M +$403K +4,004 +25%
HF
50
HRT Financial
New York
$1.86M +$1.89M +18,824 New