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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
126
Albion Financial Group
Utah
$119K +$36.1K +360 +44%
AF
127
Allworth Financial
California
$109K -$282K -2,816 -72%
LFG
128
Larson Financial Group
Missouri
$100K
PA
129
Parallel Advisors
California
$100K +$100K +1,000 New
RWM
130
Rialto Wealth Management
New York
$100K +$100K +1,000 New
BIM
131
Breakwater Investment Management
Washington
$91.9K +$6.61K +66 +8%
KC
132
Knuff & Co
California
$80.2K
CTWM
133
Cherry Tree Wealth Management
Minnesota
$79.7K +$79.7K +795 New
WOSD
134
WFA of San Diego
California
$78.7K +$12.5K +125 +19%
GSWM
135
Golden State Wealth Management
California
$70.7K +$20K +200 +40%
SWM
136
Spire Wealth Management
Virginia
$35.1K +$25.1K +250 +250%
SRCM
137
Signature Resources Capital Management
California
$33.3K
EWA
138
EverSource Wealth Advisors
Alabama
$25.8K +$200 +2 +0.8%
T
139
Tidemark
California
$20.2K +$20.1K +201 New
PAI
140
Pittenger & Anderson Inc
Nebraska
$20.1K
GK
141
Graney & King
New York
$20K +$20K +200 New
CFO
142
CVA Family Office
Colorado
$18.4K
CCMI
143
Creative Capital Management Investments
California
$15.9K +$15.9K +159 New
AA
144
Addison Advisors
Vermont
$14K +$14K +140 New
FFA
145
Farther Finance Advisors
California
$10K +$10K +100 New
EC
146
Elequin Capital
New York
$301 -$1.23M -12,272 -100%
Wells Fargo
147
Wells Fargo
California
$54
Goldman Sachs
148
Goldman Sachs
New York
-$2.93M -29,408 Closed
FTUS
149
Flow Traders U.S.
New York
-$1.48M -14,844 Closed
HWP
150
Highline Wealth Partners
California
-$904K -9,063 Closed