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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
51
Geometric Wealth Advisors
District of Columbia
$1.07M +$11.4K +114 +1%
ASG
52
Ariston Services Group
California
$976K +$300K +2,998 +45%
SHGA
53
Sand Hill Global Advisors
California
$969K +$5.21K +52 +0.5%
CPW
54
Catalyst Private Wealth
California
$949K +$694K +6,921 +272%
JIC
55
Joel Isaacson & Co
New York
$936K +$401K +4,003 +75%
AQR Capital Management
56
AQR Capital Management
Connecticut
$931K
AC
57
Apella Capital
Connecticut
$902K +$463K +4,623 +106%
NBWM
58
North Berkeley Wealth Management
California
$834K
IFG
59
Independent Financial Group
California
$829K
VA
60
Valmark Advisers
Ohio
$784K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$741K +$400K +3,995 +117%
Vanguard Group
62
Vanguard Group
Pennsylvania
$704K
AAS
63
Ameritas Advisory Services
Nebraska
$685K +$556K +5,548 +433%
OC
64
Oppenheimer & Co
New York
$681K
VST
65
Van Strum & Towne
California
$642K +$641K +6,400 New
BRPW
66
Ballast Rock Private Wealth
South Carolina
$619K +$619K +6,177 New
SM
67
Sweeney & Michel
California
$618K +$2.31K +23 +0.4%
RPGK
68
Retirement Planning Group (Kansas)
Kansas
$609K +$1.2K +12 +0.2%
KWS
69
Keystone Wealth Services
California
$569K +$4.41K +44 +0.8%
MAWA
70
Moss Adams Wealth Advisors
Washington
$554K +$553K +5,521 New
Cerity Partners
71
Cerity Partners
New York
$515K -$237K -2,363 -32%
ACP
72
Argyle Capital Partners
California
$501K
JWCA
73
J.W. Cole Advisors
Florida
$501K
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$490K +$268K +2,679 +121%
SSW
75
Stone Summit Wealth
Florida
$479K +$479K +4,782 New