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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
151
Twin Peaks Wealth Advisors
California
$287K
XT
152
XTX Topco
Cayman Islands
$284K +$281K +2,819 New
PA
153
Parallel Advisors
California
$276K
CWP
154
Core Wealth Partners
California
$265K
GRP
155
Global Retirement Partners
California
$263K +$261K +2,612 New
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$262K +$19.6K +196 +8%
CWM
157
CCG Wealth Management
California
$261K +$259K +2,594 New
AFG
158
Albion Financial Group
Utah
$261K +$140K +1,405 +119%
SAG
159
SageView Advisory Group
California
$258K +$3.89K +39 +2%
CIA
160
Capital Investment Advisors
Georgia
$257K
HighTower Advisors
161
HighTower Advisors
Illinois
$255K +$17.1K +171 +7%
AL
162
Aspiriant LLC
California
$255K
WP
163
WealthSpring Partners
California
$253K +$45.7K +458 +22%
MKA
164
M. Kulyk & Associates
Georgia
$253K +$251K +2,512 New
KC
165
Knuff & Co
California
$252K -$49.9K -500 -17%
CBU
166
CIBC Bancorp USA
Illinois
$252K +$250K +2,500 New
HIF
167
Hill Island Financial
Michigan
$249K -$180K -1,800 -42%
RCI
168
RS Crum Inc
California
$249K
MGIA
169
Moneta Group Investment Advisors
Missouri
$249K +$1.2K +12 +0.5%
I
170
INVST
Indiana
$249K
LHEI
171
Leo H. Evart Inc
California
$249K +$247K +2,471 New
TIM
172
Tortoise Investment Management
New York
$243K -$280K -2,802 -54%
SCA
173
Sandy Cove Advisors
Massachusetts
$242K +$240K +2,407 New
P
174
Pandowealth
Georgia
$240K +$17.1K +171 +8%
AFA
175
Arlington Financial Advisors
California
$240K +$238K +2,387 New