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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$636K +$631K +6,324 New
SSW
102
Stone Summit Wealth
Florida
$602K +$32K +321 +6%
CB
103
Chris Bulman
California
$583K +$578K +5,794 New
BCM
104
Brookstone Capital Management
Illinois
$583K +$578K +5,794 New
NIWA
105
New Insight Wealth Advisors
California
$577K +$573K +5,737 New
RWA
106
Roberts Wealth Advisors
California
$563K +$148K +1,483 +36%
IAIM
107
International Assets Investment Management
Florida
$552K
ATPW
108
Ashton Thomas Private Wealth
Arizona
$545K +$199K +1,991 +58%
IFG
109
Independent Financial Group
California
$534K -$112K -1,120 -17%
SC
110
Slow Capital
California
$507K +$503K +5,041 New
WAS
111
WESPAC Advisors SoCal
California
$503K -$581K -5,817 -54%
ACP
112
Argyle Capital Partners
California
$503K
JWCA
113
J.W. Cole Advisors
Florida
$503K +$499K +5,000 New
IC
114
IEQ Capital
California
$493K +$30.6K +306 +7%
AWM
115
Aprio Wealth Management
Georgia
$480K +$477K +4,774 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$476K -$95.9K -961 -17%
FFG
117
Fiduciary Financial Group
California
$473K +$1.2K +12 +0.3%
IIA
118
Integral Investment Advisors
California
$471K +$82.9K +830 +22%
TA
119
TPG Advisors
Illinois
$458K +$54.8K +549 +14%
CA
120
Capital Advantage
California
$453K +$449K +4,500 New
MWA
121
Madson Wealth Advisors
California
$439K +$55.1K +552 +14%
KFS
122
Kaizen Financial Strategies
California
$438K +$699 +7 +0.2%
SIAP
123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$428K -$74.9K -750 -15%
KWS
124
Keystone Wealth Services
California
$425K -$147K -1,473 -26%
SFS
125
Sowell Financial Services
Arkansas
$424K +$421K +4,217 New