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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
126
Ares Financial Consulting
California
$125K +$125K +1,250 New
AFG
127
Albion Financial Group
Utah
$119K +$36.1K +360 +44%
AF
128
Allworth Financial
California
$109K -$282K -2,816 -72%
LFG
129
Larson Financial Group
Missouri
$100K – – –
PA
130
Parallel Advisors
California
$100K +$100K +1,000 New
RWM
131
Rialto Wealth Management
New York
$100K +$100K +1,000 New
BIM
132
Breakwater Investment Management
Washington
$91.9K +$6.61K +66 +8%
KC
133
Knuff & Co
California
$80.2K – – –
CTWM
134
Cherry Tree Wealth Management
Minnesota
$79.7K +$79.7K +795 New
WOSD
135
WFA of San Diego
California
$78.7K +$12.5K +125 +19%
GSWM
136
Golden State Wealth Management
California
$70.7K +$20K +200 +40%
SWM
137
Spire Wealth Management
Virginia
$35.1K +$25.1K +250 +250%
SRCM
138
Signature Resources Capital Management
California
$33.3K – – –
EWA
139
EverSource Wealth Advisors
Alabama
$25.8K +$200 +2 +0.8%
T
140
Tidemark
California
$20.2K +$20.1K +201 New
PAI
141
Pittenger & Anderson Inc
Nebraska
$20.1K – – –
GK
142
Graney & King
New York
$20K +$20K +200 New
CFO
143
CVA Family Office
Colorado
$18.4K – – –
CCMI
144
Creative Capital Management Investments
California
$15.9K +$15.9K +159 New
AA
145
Addison Advisors
Vermont
$14K +$14K +140 New
FFA
146
Farther Finance Advisors
California
$10K +$10K +100 New
EC
147
Elequin Capital
New York
$301 -$1.23M -12,272 -100%
Wells Fargo
148
Wells Fargo
California
$54 – – –
Goldman Sachs
149
Goldman Sachs
New York
– -$2.93M -29,408 Closed
FTUS
150
Flow Traders U.S.
New York
– -$1.48M -14,844 Closed