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Vanguard California Tax-Exempt Bond ETF
VTEC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
176
Bay Colony Advisors
Massachusetts
$238K -$137K -1,370 -37%
GKWIM
177
Gerber Kawasaki Wealth & Investment Management
California
$235K -$23.6K -236 -9%
GHA
178
Good Harbor Advisors
Massachusetts
$227K +$899 +9 +0.4%
PI
179
Pachira Investments
California
$227K +$1.4K +14 +0.6%
CCMG
180
Clark Capital Management Group
Pennsylvania
$226K +$225K +2,250 New
AF
181
Allworth Financial
California
$225K +$115K +1,151 +106%
IWS
182
Integrity Wealth Solutions
Colorado
$223K +$221K +2,215 New
PCMC
183
Paragon Capital Management (Colorado)
Colorado
$214K +$1.6K +16 +0.8%
HWAM
184
Hennion & Walsh Asset Management
New Jersey
$214K +$213K +2,129 New
FFS
185
Founders Financial Securities
Maryland
$214K -$22.8K -228 -10%
AFG
186
Atomi Financial Group
New York
$212K +$211K +2,110 New
FFA
187
Farther Finance Advisors
California
$211K +$99.8K +1,000 +91%
EFN
188
Equita Financial Network
Pennsylvania
$204K – – –
VIP
189
Value Investment Professionals
New York
$203K +$202K +2,021 New
CFD
190
Creative Financial Designs
Indiana
$201K +$200K +2,000 New
VAM
191
Virtue Asset Management
Illinois
$201K +$200K +2,000 New
AFC
192
Ares Financial Consulting
California
$127K +$998 +10 +0.8%
RWM
193
Rialto Wealth Management
New York
$109K +$8.49K +85 +9%
LFG
194
Larson Financial Group
Missouri
$101K – – –
TCM
195
Timbuktu Capital Management
Massachusetts
$86.5K +$85.9K +860 New
BIM
196
Breakwater Investment Management
Washington
$85.6K – – –
GSWM
197
Golden State Wealth Management
California
$70.9K – – –
SWM
198
Spire Wealth Management
Virginia
$35.2K – – –
SRCM
199
Signature Resources Capital Management
California
$33.4K – – –
AA
200
Addison Advisors
Vermont
$33.2K +$3.99K +40 +14%
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