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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
AE Wealth Management
Kansas
$796
TRCT
352
Tower Research Capital (TRC)
New York
$57 +$58 +1 New
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
-$20.7M -359,418 Closed
AWM
354
Axxcess Wealth Management
California
-$11.3M -195,887 Closed
FA
355
FF Advisors
California
-$2.31M -40,123 Closed
LCM
356
Leisure Capital Management
California
-$1.88M -32,714 Closed
SFS
357
Strategic Financial Services
New York
-$1.04M -17,880 Closed
CA
358
Clune & Associates
Illinois
-$690K -12,013 Closed
EGM
359
Engineers Gate Manager
New York
-$679K -11,816 Closed
CIP
360
Capital Insight Partners
Arizona
-$666K -11,585 Closed
VWA
361
VERITY Wealth Advisors
United States
-$627K -10,915 Closed
NFG
362
Northeast Financial Group
Pennsylvania
-$506K -8,807 Closed
CWMK
363
Caliber Wealth Management (Kansas)
Kansas
-$469K -8,164 Closed
Millennium Management
364
Millennium Management
New York
-$416K -7,242 Closed
GS
365
GTS Securities
Florida
-$285K -4,968 Closed
SG
366
Sharper & Granite
California
-$231K -4,020 Closed
SIC
367
SFE Investment Counsel
California
-$230K -3,997 Closed
IDA
368
Intelligence Driven Advisers
California
-$225K -3,917 Closed
BCI
369
Brinker Capital Investments
Pennsylvania
-$216K -3,751 Closed
IF
370
Integrity Financial
Wyoming
-$153K -2,667 Closed
OC
371
Optima Capital
Oregon
-$50.4K -877 Closed
WOSD
372
WFA of San Diego
California
-$14.6K -254 Closed
MWPCG
373
Measured Wealth Private Client Group
New Hampshire
-$345 -6 Closed