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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$747K -$5.95M -60,819 -89%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$703K +$455K +4,649 +194%
Vanguard Group
53
Vanguard Group
Pennsylvania
$701K +$687K +7,023 New
OC
54
Oppenheimer & Co
New York
$678K
ASG
55
Ariston Services Group
California
$672K +$127K +1,293 +24%
SM
56
Sweeney & Michel
California
$608K +$89.6K +916 +18%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$605K -$54.9K -561 -8%
KWS
58
Keystone Wealth Services
California
$562K +$13.2K +135 +2%
JIC
59
Joel Isaacson & Co
New York
$532K +$260K +2,653 +99%
ACP
60
Argyle Capital Partners
California
$499K +$489K +5,000 New
JWCA
61
J.W. Cole Advisors
Florida
$499K +$489K +5,000 New
EFP
62
Elser Financial Planning
Indiana
$476K +$468K +4,783 New
QCM
63
Quantinno Capital Management
New York
$459K +$171K +1,752 +61%
IC
64
IEQ Capital
California
$458K +$450K +4,594 New
IWC
65
Integrated Wealth Concepts
Massachusetts
$457K +$448K +4,581 New
AC
66
Apella Capital
Connecticut
$438K +$428K +4,374 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$410K +$403K +4,114 New
TA
68
TPG Advisors
Illinois
$400K
FFG
69
Fiduciary Financial Group
California
$398K +$86.7K +886 +29%
NA
70
Nautilus Advisors
California
$397K -$35.7K -365 -8%
AF
71
Allworth Financial
California
$389K
OMC
72
Old Mission Capital
Illinois
$371K +$364K +3,718 New
WANY
73
Wealthspire Advisors (New York)
New York
$370K +$25.5K +261 +8%
Financial Engines Advisors
74
Financial Engines Advisors
California
$367K +$359K +3,674 New
BPA
75
Beacon Pointe Advisors
California
$355K +$99.2K +1,014 +40%