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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
101
Paragon Capital Management (Colorado)
Colorado
$208K +$1.57K +16 +0.8%
MWS
102
MFA Wealth Services
California
$206K +$202K +2,069 New
RWA
103
Roberts Wealth Advisors
California
$205K +$201K +2,053 New
EFN
104
Equita Financial Network
Pennsylvania
$202K +$198K +2,025 New
Morgan Stanley
105
Morgan Stanley
New York
$183K -$10.1K -103 -5%
TIM
106
Tortoise Investment Management
New York
$132K +$129K +1,320 New
AAS
107
Ameritas Advisory Services
Nebraska
$128K +$125K +1,282 New
JP Morgan Chase
108
JP Morgan Chase
New York
$125K -$1.74M -17,777 -93%
LFG
109
Larson Financial Group
Missouri
$99.8K
BIM
110
Breakwater Investment Management
Washington
$84.9K +$83.3K +851 New
AFG
111
Albion Financial Group
Utah
$82.3K +$19.6K +200 +32%
KC
112
Knuff & Co
California
$79.8K +$78.3K +800 New
WOSD
113
WFA of San Diego
California
$65.8K +$6.85K +70 +12%
GSWM
114
Golden State Wealth Management
California
$50.4K
ASN
115
Advisory Services Network
Georgia
$40.9K +$40.1K +410 New
SRCM
116
Signature Resources Capital Management
California
$33.1K +$32.5K +332 New
EWA
117
EverSource Wealth Advisors
Alabama
$25.4K +$196 +2 +0.8%
PAI
118
Pittenger & Anderson Inc
Nebraska
$20K +$19.6K +200 New
CFO
119
CVA Family Office
Colorado
$18.4K
SWM
120
Spire Wealth Management
Virginia
$9.98K +$7.83K +80 +400%
PS
121
Principal Securities
Iowa
$7.88K +$7.73K +79 New
Wells Fargo
122
Wells Fargo
California
$77
FPAS
123
Focus Partners Advisor Solutions
Missouri
-$3.81M -39,000 Closed
NA
124
NewEdge Advisors
Louisiana
-$328K -3,363 Closed
FPF
125
First Pacific Financial
Washington
-$151K -1,547 Closed