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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
126
Centaurus Financial
California
$419K +$103K +1,030 +33%
TWM
127
Tolleson Wealth Management
Texas
$410K
RPGK
128
Retirement Planning Group (Kansas)
Kansas
$405K -$285K -2,856 -42%
HWA
129
HCR Wealth Advisors
California
$404K +$401K +4,015 New
BA
130
Bridgewater Advisors
New York
$403K -$30.8K -309 -7%
MWML
131
M Wealth Management LLC
California
$401K +$398K +3,989 New
PA
132
Pinnacle Associates
New York
$386K
PWMAG
133
Pinnacle Wealth Management Advisory Group
New Jersey
$386K
Financial Engines Advisors
134
Financial Engines Advisors
California
$383K +$4.59K +46 +1%
EFP
135
Elser Financial Planning
Indiana
$378K -$76.9K -770 -17%
Betterment LLC
136
Betterment LLC
New York
$373K -$12.4K -124 -3%
HWMG
137
Hurlow Wealth Management Group
Indiana
$369K +$25K +250 +7%
WFS
138
WealthGarden F.S.
California
$364K +$361K +3,620 New
SL
139
Summitry LLC
California
$355K
DADC
140
D.A. Davidson & Co
Montana
$352K +$144K +1,447 +71%
WAM
141
Weatherly Asset Management
California
$345K
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$343K +$55.7K +558 +20%
WANY
143
Wealthspire Advisors (New York)
New York
$339K +$336K +3,366 New
CC
144
Climber Capital
Switzerland
$312K
BCM
145
Blume Capital Management
California
$302K
AAM
146
Aureus Asset Management
Massachusetts
$302K +$300K +3,000 New
SFA
147
Sequoia Financial Advisors
Ohio
$295K
XPN
148
XY Planning Network
Montana
$294K
OC
149
Optima Capital
Oregon
$292K +$45.1K +452 +18%
MWS
150
MFA Wealth Services
California
$290K +$1.2K +12 +0.4%