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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
76
Fiduciary Financial Group
California
$468K +$67.5K +674 +17%
EFP
77
Elser Financial Planning
Indiana
$461K -$18K -180 -4%
IC
78
IEQ Capital
California
$461K
NF
79
NavPoint Financial
Minnesota
$458K +$134K +1,335 +41%
HIF
80
Hill Island Financial
Michigan
$429K +$429K +4,278 New
TA
81
TPG Advisors
Illinois
$402K
P
82
Pandowealth
Georgia
$396K +$396K +3,948 New
IIA
83
Integral Investment Advisors
California
$386K +$95.2K +950 +33%
PA
84
Pinnacle Associates
New York
$381K +$101K +1,005 +36%
PWMAG
85
Pinnacle Wealth Management Advisory Group
New Jersey
$381K +$101K +1,005 +36%
BCA
86
Bay Colony Advisors
Massachusetts
$373K +$372K +3,716 New
WANY
87
Wealthspire Advisors (New York)
New York
$372K +$301 +3 +0.1%
SL
88
Summitry LLC
California
$354K
IIA
89
Integrity Investment Advisors
Colorado
$352K +$352K +3,509 New
NA
90
Nautilus Advisors
California
$346K -$52.8K -527 -13%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$345K +$345K +3,443 New
WAM
92
Weatherly Asset Management
California
$344K +$344K +3,432 New
KFS
93
Kaizen Financial Strategies
California
$337K +$55.8K +557 +20%
TWM
94
Tolleson Wealth Management
Texas
$331K
CF
95
Centaurus Financial
California
$313K +$313K +3,120 New
HWMG
96
Hurlow Wealth Management Group
Indiana
$312K +$9.92K +99 +3%
CC
97
Climber Capital
Switzerland
$311K +$312K +3,110 New
PAG
98
Private Advisor Group
New Jersey
$305K +$25.7K +256 +9%
BCM
99
Blume Capital Management
California
$301K
IAIM
100
International Assets Investment Management
Florida
$301K +$301K +3,000 New