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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$686K +$19.4K +330 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$673K +$357K +6,086 +115%
WT
28
Whittier Trust
California
$667K
WA
29
Winfield Associates
Ohio
$592K
AL
30
Aspiriant LLC
California
$580K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$580K +$18K +306 +3%
Fisher Asset Management
32
Fisher Asset Management
Washington
$562K
FC
33
FCA Corp
Texas
$513K
BJL
34
Brighton Jones LLC
Washington
$405K
MCM
35
Millie Capital Management
California
$392K
DADC
36
D.A. Davidson & Co
Montana
$377K +$92.6K +1,578 +33%
Citigroup
37
Citigroup
New York
$368K +$74.7K +1,272 +26%
MWM
38
Mission Wealth Management
California
$366K -$8.34K -142 -2%
IA
39
IFP Advisors
Florida
$366K +$364K +6,202 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$340K
AI
41
Atria Investments
North Carolina
$334K -$22.4K -382 -6%
HighTower Advisors
42
HighTower Advisors
Illinois
$324K +$22.7K +386 +8%
Stifel Financial
43
Stifel Financial
Missouri
$321K +$53.1K +904 +20%
BIM
44
BlackRock Investment Management
Delaware
$318K -$17.6K -300 -5%
FAAS
45
First Allied Advisory Services
California
$312K -$2.7K -46 -0.9%
FFA
46
First Foundation Advisors
California
$302K +$300K +5,106 New
BAAM
47
Baker Avenue Asset Management
California
$300K
LGWM
48
Litman Gregory Wealth Management
California
$294K +$292K +4,974 New
CAN
49
Cetera Advisor Networks
California
$291K
CS
50
Credit Suisse
Switzerland
$285K -$91.6K -1,560 -24%