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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Winfield Associates
Ohio
$777K
RJFSA
27
Raymond James Financial Services Advisors
Florida
$760K +$750K +12,450 New
CAM
28
Caprin Asset Management
Virginia
$755K -$1.81K -30 -0.2%
PWM
29
Perigon Wealth Management
California
$729K +$719K +11,940 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$684K +$82.1K +1,362 +14%
WT
31
Whittier Trust
California
$668K
JP Morgan Chase
32
JP Morgan Chase
New York
$647K
MWM
33
Mission Wealth Management
California
$571K +$153K +2,534 +37%
Fisher Asset Management
34
Fisher Asset Management
Washington
$546K
AI
35
Atria Investments
North Carolina
$527K +$19.9K +330 +4%
AG
36
Advisor Group
Arizona
$479K +$473K +7,856 New
DADC
37
D.A. Davidson & Co
Montana
$469K +$68.3K +1,134 +17%
FC
38
FCA Corp
Texas
$453K -$79.1K -1,312 -15%
BJL
39
Brighton Jones LLC
Washington
$419K
IA
40
IFP Advisors
Florida
$417K +$5.18K +86 +1%
MCM
41
Millie Capital Management
California
$405K
PAS
42
Partnervest Advisory Services
California
$377K +$105K +1,740 +39%
UCFA
43
United Capital Financial Advisors
Texas
$375K +$25.2K +418 +7%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$351K
Stifel Financial
45
Stifel Financial
Missouri
$332K +$241 +4 +0.1%
AW
46
ACG Wealth
Georgia
$321K +$317K +5,256 New
HighTower Advisors
47
HighTower Advisors
Illinois
$315K -$20K -332 -6%
FFA
48
First Foundation Advisors
California
$312K
LGWM
49
Litman Gregory Wealth Management
California
$304K
BIM
50
BlackRock Investment Management
Delaware
$302K