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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFN
51
Equita Financial Network
Pennsylvania
$234K +$236K +2,373 New
CAG
52
Compass Advisory Group
New York
$221K – – –
Osaic Holdings
53
Osaic Holdings
Arizona
$213K +$199 +2 +0.1%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$210K +$212K +2,137 New
RWA
55
Roberts Wealth Advisors
California
$206K +$208K +2,090 New
BIA
56
Bell Investment Advisors
California
$127K +$118K +1,186 +1,174%
LFG
57
Larson Financial Group
Missouri
$98.4K – – –
GSWM
58
Golden State Wealth Management
California
$49.7K – – –
AFG
59
Albion Financial Group
Utah
$41.8K – – –
CFO
60
CVA Family Office
Colorado
$32.9K – – –
EWA
61
EverSource Wealth Advisors
Alabama
$24.7K +$24.9K +251 New
SWM
62
Spire Wealth Management
Virginia
$1.97K – – –
AF
63
Allworth Financial
California
$97 – – –
BAG
64
Bridgewealth Advisory Group
California
– -$1.17M -11,787 Closed
BPA
65
Beacon Pointe Advisors
California
– -$1M -10,072 Closed
DAS
66
Diversify Advisory Services
Utah
– -$896K -9,063 Closed
JIC
67
Joel Isaacson & Co
New York
– -$715K -7,178 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$499K -5,015 Closed
Citadel Advisors
69
Citadel Advisors
Florida
– -$424K -4,261 Closed
LWM
70
Luminvest Wealth Management
Arizona
– -$370K -3,717 Closed
AAS
71
Ameritas Advisory Services
Nebraska
– -$249K -2,500 Closed
MGIA
72
Moneta Group Investment Advisors
Missouri
– -$227K -2,284 Closed
JFG
73
JDM Financial Group
Texas
– -$121K -1,216 Closed
Morgan Stanley
74
Morgan Stanley
New York
– -$3.29K -33 Closed