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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$520K +$82.5K +1,396 +19%
PWM
27
Perigon Wealth Management
California
$498K +$121K +2,046 +32%
BOS
28
Bank of Stockton
California
$450K
AI
29
Atria Investments
North Carolina
$430K -$415K -7,026 -49%
BJL
30
Brighton Jones LLC
Washington
$406K
MCM
31
Millie Capital Management
California
$393K
FC
32
FCA Corp
Texas
$385K -$17.7K -300 -4%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$347K +$6.97K +118 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$337K +$337K +5,706 New
CAN
35
Cetera Advisor Networks
California
$335K -$4.49K -76 -1%
RW
36
Rand Wealth
Maryland
$303K
Stifel Financial
37
Stifel Financial
Missouri
$303K
BAAM
38
Baker Avenue Asset Management
California
$300K
Goldman Sachs
39
Goldman Sachs
New York
$293K +$293K +4,956 New
Ameriprise
40
Ameriprise
Minnesota
$262K +$16.5K +280 +7%
FAAS
41
First Allied Advisory Services
California
$251K +$28.7K +486 +13%
ASN
42
Advisory Services Network
Georgia
$237K
SEIA
43
Signature Estate & Investment Advisors
California
$237K +$64.3K +1,088 +37%
PAS
44
Partnervest Advisory Services
California
$236K
CCM
45
Coe Capital Management
Illinois
$234K
WCM
46
Wealthcare Capital Management
Virginia
$219K +$11.2K +190 +5%
BOTW
47
Bank of the West
California
$212K -$30.7K -520 -13%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$167K
DADC
49
D.A. Davidson & Co
Montana
$133K +$47.5K +804 +55%
Barclays
50
Barclays
United Kingdom
$128K +$128K +2,164 New