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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$549K +$554K +9,508 New
PWM
27
Perigon Wealth Management
California
$526K +$39.8K +684 +8%
BIM
28
BlackRock Investment Management
Delaware
$520K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$485K -$22.4K -384 -4%
BJL
30
Brighton Jones LLC
Washington
$434K +$38.2K +656 +10%
UCFA
31
United Capital Financial Advisors
Texas
$409K +$412K +7,082 New
AI
32
Atria Investments
North Carolina
$398K -$22.6K -388 -5%
MCM
33
Millie Capital Management
California
$384K
BOS
34
Bank of Stockton
California
$381K -$58.2K -1,000 -13%
CS
35
Credit Suisse
Switzerland
$369K -$141K -2,420 -27%
FC
36
FCA Corp
Texas
$365K -$11.6K -200 -3%
OCM
37
One Capital Management
California
$350K +$353K +6,060 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$339K
CAN
39
Cetera Advisor Networks
California
$335K
Citigroup
40
Citigroup
New York
$322K -$448K -7,690 -58%
PAS
41
Partnervest Advisory Services
California
$305K +$75.1K +1,290 +32%
HighTower Advisors
42
HighTower Advisors
Illinois
$296K +$298K +5,124 New
BAAM
43
Baker Avenue Asset Management
California
$293K
RW
44
Rand Wealth
Maryland
$289K -$7.68K -132 -3%
FAAS
45
First Allied Advisory Services
California
$288K +$42.4K +728 +17%
Goldman Sachs
46
Goldman Sachs
New York
$278K -$8.03K -138 -3%
Stifel Financial
47
Stifel Financial
Missouri
$262K -$34.9K -600 -12%
ASN
48
Advisory Services Network
Georgia
$262K +$30.2K +518 +13%
CCM
49
Coe Capital Management
Illinois
$229K
DADC
50
D.A. Davidson & Co
Montana
$222K +$92.5K +1,588 +70%