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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EHPM
26
Emery Howard Portfolio Management
California
$1.49M +$1.51M +25,864 New
GC
27
Garde Capital
Washington
$1.25M +$297K +5,082 +31%
HWA
28
HCR Wealth Advisors
California
$1.17M +$1.19M +20,310 New
PWM
29
Perigon Wealth Management
California
$1.11M +$542K +9,270 +92%
JP Morgan Chase
30
JP Morgan Chase
New York
$993K +$230K +3,936 +30%
MA
31
MUFG Americas
New York
$948K -$5.7M -97,462 -86%
Citadel Advisors
32
Citadel Advisors
Florida
$794K +$804K +13,758 New
IA
33
IFP Advisors
Florida
$755K +$51.8K +886 +7%
WA
34
Winfield Associates
Ohio
$746K
RJFSA
35
Raymond James Financial Services Advisors
Florida
$733K -$144K -2,464 -16%
AG
36
Advisor Group
Arizona
$712K +$55K +940 +8%
FAAS
37
First Allied Advisory Services
California
$656K +$52.6K +900 +9%
DADC
38
D.A. Davidson & Co
Montana
$645K +$67.3K +1,152 +11%
WT
39
Whittier Trust
California
$632K
CAM
40
Caprin Asset Management
Virginia
$593K -$101K -1,730 -14%
Fisher Asset Management
41
Fisher Asset Management
Washington
$517K
PS
42
Portfolio Solutions
Michigan
$501K +$507K +8,672 New
Citigroup
43
Citigroup
New York
$491K +$69.4K +1,188 +16%
FC
44
FCA Corp
Texas
$478K +$50.3K +860 +12%
BJL
45
Brighton Jones LLC
Washington
$396K
MCM
46
Millie Capital Management
California
$383K
BCI
47
Brinker Capital Investments
Pennsylvania
$379K -$154K -2,626 -29%
RW
48
Rand Wealth
Maryland
$365K +$138K +2,368 +60%
HighTower Advisors
49
HighTower Advisors
Illinois
$360K -$171K -2,928 -32%
KSA
50
Ken Stern & Associates
California
$339K +$343K +5,874 New