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Vanguard California Tax-Exempt Bond ETF
VTEC

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
151
D.A. Davidson & Co
Montana
$203K +$206K +2,050 New
TFA
152
Tobias Financial Advisors
Florida
$202K +$205K +2,038 New
EFN
153
Equita Financial Network
Pennsylvania
$201K – – –
BTI
154
Blue Trust Inc
Georgia
$167K +$169K +1,684 New
AFC
155
Ares Financial Consulting
California
$125K +$604 +6 +0.5%
AFG
156
Albion Financial Group
Utah
$117K – – –
FFA
157
Farther Finance Advisors
California
$109K +$101K +1,000 +1,000%
AF
158
Allworth Financial
California
$108K – – –
LFG
159
Larson Financial Group
Missouri
$99.1K – – –
RWM
160
Rialto Wealth Management
New York
$99.1K – – –
BIM
161
Breakwater Investment Management
Washington
$84.3K -$6.64K -66 -7%
CTWM
162
Cherry Tree Wealth Management
Minnesota
$78.8K – – –
WOSD
163
WFA of San Diego
California
$77.8K – – –
GSWM
164
Golden State Wealth Management
California
$69.9K – – –
SWM
165
Spire Wealth Management
Virginia
$34.7K – – –
SRCM
166
Signature Resources Capital Management
California
$32.9K – – –
AA
167
Addison Advisors
Vermont
$28.7K +$15.1K +150 +107%
CFO
168
CVA Family Office
Colorado
$26.1K +$7.95K +79 +43%
EWA
169
EverSource Wealth Advisors
Alabama
$25.6K +$201 +2 +0.8%
IA
170
IFP Advisors
Florida
$24.9K +$25.3K +251 New
T
171
Tidemark
California
$19.9K – – –
GK
172
Graney & King
New York
$19.9K +$101 +1 +0.5%
PAI
173
Pittenger & Anderson Inc
Nebraska
$19.8K – – –
CCMI
174
Creative Capital Management Investments
California
$17.1K +$1.41K +14 +9%
SPIA
175
Steward Partners Investment Advisory
New York
$9.91K +$10.1K +100 New
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