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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
76
Summitry LLC
California
$352K +$345K +3,527 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$339K +$155K +1,583 +87%
TWM
78
Tolleson Wealth Management
Texas
$329K
NF
79
NavPoint Financial
Minnesota
$323K +$2.54K +26 +0.8%
HWMG
80
Hurlow Wealth Management Group
Indiana
$300K
BCM
81
Blume Capital Management
California
$299K +$48.9K +500 +20%
HF
82
HRT Financial
New York
$294K +$289K +2,955 New
SFA
83
Sequoia Financial Advisors
Ohio
$293K +$287K +2,935 New
IIA
84
Integral Investment Advisors
California
$289K +$284K +2,900 New
TPWA
85
Twin Peaks Wealth Advisors
California
$285K +$45.7K +467 +20%
KFS
86
Kaizen Financial Strategies
California
$281K +$274K +2,800 New
PA
87
Pinnacle Associates
New York
$279K +$274K +2,800 New
PWMAG
88
Pinnacle Wealth Management Advisory Group
New Jersey
$279K +$274K +2,800 New
PAG
89
Private Advisor Group
New Jersey
$278K +$272K +2,785 New
CWP
90
Core Wealth Partners
California
$263K
CPW
91
Catalyst Private Wealth
California
$254K +$8.02K +82 +3%
AL
92
Aspiriant LLC
California
$252K
MGIA
93
Moneta Group Investment Advisors
Missouri
$246K +$241K +2,463 New
FFS
94
Founders Financial Securities
Maryland
$241K +$236K +2,417 New
SAI
95
Savvy Advisors Inc
New York
$233K +$228K +2,332 New
HAS
96
HBW Advisory Services
California
$229K +$224K +2,293 New
WCG
97
Weaver Consulting Group
California
$225K +$685 +7 +0.3%
BTI
98
Blue Trust Inc
Georgia
$221K +$217K +2,214 New
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$221K +$216K +2,211 New
SAG
100
SageView Advisory Group
California
$209K +$205K +2,095 New