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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XPN
126
XY Planning Network
Montana
$290K
MWS
127
MFA Wealth Services
California
$284K +$45.7K +454 +19%
TPWA
128
Twin Peaks Wealth Advisors
California
$283K
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$282K
PAG
130
Private Advisor Group
New Jersey
$278K -$23.3K -232 -8%
PA
131
Parallel Advisors
California
$272K +$176K +1,745 +175%
CWP
132
Core Wealth Partners
California
$261K
GKWIM
133
Gerber Kawasaki Wealth & Investment Management
California
$255K +$259K +2,574 New
CIA
134
Capital Investment Advisors
Georgia
$253K
AL
135
Aspiriant LLC
California
$251K
SAG
136
SageView Advisory Group
California
$250K +$9.86K +98 +4%
RCI
137
RS Crum Inc
California
$245K +$249K +2,475 New
I
138
INVST
Indiana
$245K +$249K +2,474 New
MGIA
139
Moneta Group Investment Advisors
Missouri
$244K
OC
140
Optima Capital
Oregon
$243K +$101 +1 +0%
KA
141
Kovack Advisors
Florida
$243K +$247K +2,450 New
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$239K +$242K +2,409 New
FFS
143
Founders Financial Securities
Maryland
$235K -$7.55K -75 -3%
HighTower Advisors
144
HighTower Advisors
Illinois
$235K +$11.6K +115 +5%
PRP
145
Peak Retirement Planning
Ohio
$232K +$235K +2,337 New
GHA
146
Good Harbor Advisors
Massachusetts
$223K +$604 +6 +0.3%
PI
147
Pachira Investments
California
$222K +$1.01K +10 +0.4%
P
148
Pandowealth
Georgia
$220K -$174K -1,732 -44%
PCMC
149
Paragon Capital Management (Colorado)
Colorado
$209K +$1.11K +11 +0.5%
WP
150
WealthSpring Partners
California
$204K +$503 +5 +0.2%