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Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$422M +$34.6M +353,536 +9%
MMA
2
Miracle Mile Advisors
California
$55.2M +$54.1M +553,253 New
Bank of America
3
Bank of America
North Carolina
$28M +$6.09M +62,288 +28%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$24M +$1.5M +15,362 +7%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$18.5M +$3.1M +31,638 +21%
WPC
6
Wedmont Private Capital
Pennsylvania
$12.5M +$5.35M +54,679 +77%
Jane Street
7
Jane Street
New York
$12.4M +$11.3M +115,367 +1,345%
LPL Financial
8
LPL Financial
California
$8.52M +$2.03M +20,745 +32%
EA
9
Eclectic Associates
California
$5.95M +$644K +6,578 +12%
GC
10
Guggenheim Capital
Illinois
$5.79M +$4M +40,919 +239%
BC
11
Brio Consultants
California
$5.13M -$777K -7,937 -13%
Creative Planning
12
Creative Planning
Kansas
$5.09M -$158K -1,614 -3%
PA
13
PFG Advisors
Arizona
$4.31M +$4.23M +43,208 New
GAM
14
Gotham Asset Management
New York
$3.95M
Corient Private Wealth
15
Corient Private Wealth
Florida
$3.77M -$182K -1,859 -5%
CIA
16
Concurrent Investment Advisors
Florida
$3.76M +$2.23M +22,746 +153%
EW
17
Evoke Wealth
California
$3.73M +$1.11M +11,360 +44%
Raymond James Financial
18
Raymond James Financial
Florida
$3.28M +$1.12M +11,488 +54%
BIA
19
Bell Investment Advisors
California
$3.26M -$430K -4,392 -12%
NL
20
NDWM LLC
California
$2.99M +$494K +5,051 +20%
Goldman Sachs
21
Goldman Sachs
New York
$2.93M +$2.88M +29,408 New
Jones Financial Companies
22
Jones Financial Companies
Missouri
$2.63M +$810K +8,283 +46%
UCFA
23
United Capital Financial Advisors
Texas
$2.63M +$2.03M +20,754 +369%
SVWG
24
Shared Vision Wealth Group
United States
$2.54M +$2.47M +25,230 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.52M -$456K -4,664 -16%