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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIF
101
Hill Island Financial
Michigan
$424K
RWA
102
Roberts Wealth Advisors
California
$408K +$207K +2,061 +100%
TWM
103
Tolleson Wealth Management
Texas
$404K +$78.5K +780 +24%
TA
104
TPG Advisors
Illinois
$397K
IIA
105
Integral Investment Advisors
California
$381K
PA
106
Pinnacle Associates
New York
$380K +$3.52K +35 +0.9%
PWMAG
107
Pinnacle Wealth Management Advisory Group
New Jersey
$380K +$3.52K +35 +0.9%
Betterment LLC
108
Betterment LLC
New York
$379K +$142K +1,410 +58%
MWA
109
Madson Wealth Advisors
California
$378K +$384K +3,816 New
Financial Engines Advisors
110
Financial Engines Advisors
California
$372K +$378K +3,758 New
BCA
111
Bay Colony Advisors
Massachusetts
$370K +$1.81K +18 +0.5%
JP Morgan Chase
112
JP Morgan Chase
New York
$368K +$249K +2,474 +197%
SL
113
Summitry LLC
California
$349K
Morgan Stanley
114
Morgan Stanley
New York
$343K +$150K +1,491 +76%
NA
115
Nautilus Advisors
California
$342K +$302 +3 +0.1%
WAM
116
Weatherly Asset Management
California
$340K
Simplex Trading
117
Simplex Trading
Illinois
$340K +$345K +3,431 New
ATPW
118
Ashton Thomas Private Wealth
Arizona
$340K +$345K +3,430 New
HWMG
119
Hurlow Wealth Management Group
Indiana
$338K +$30.7K +305 +10%
SA
120
Sanctuary Advisors
Indiana
$324K +$329K +3,271 New
CF
121
Centaurus Financial
California
$311K +$1.61K +16 +0.5%
CC
122
Climber Capital
Switzerland
$308K
BCM
123
Blume Capital Management
California
$297K
KC
124
Knuff & Co
California
$297K +$221K +2,200 +275%
SFA
125
Sequoia Financial Advisors
Ohio
$291K