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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$1.25M +$122K +2,120 +11%
HWA
27
HCR Wealth Advisors
California
$1.15M -$34.7K -600 -3%
MA
28
MUFG Americas
New York
$986K +$30.8K +534 +3%
IA
29
IFP Advisors
Florida
$762K +$1.39K +24 +0.2%
BlackRock
30
BlackRock
New York
$757K +$752K +13,012 New
WA
31
Winfield Associates
Ohio
$727K -$24.6K -426 -3%
DADC
32
D.A. Davidson & Co
Montana
$727K +$76.7K +1,328 +12%
FFA
33
First Foundation Advisors
California
$720K -$5.93M -102,710 -89%
JP Morgan Chase
34
JP Morgan Chase
New York
$705K -$293K -5,072 -29%
WT
35
Whittier Trust
California
$636K
EWA
36
EP Wealth Advisors
California
$610K +$606K +10,492 New
HighTower Advisors
37
HighTower Advisors
Illinois
$600K +$236K +4,078 +65%
AG
38
Advisor Group
Arizona
$594K -$122K -2,120 -17%
CAM
39
Caprin Asset Management
Virginia
$558K -$39.3K -680 -7%
AW
40
ACG Wealth
Georgia
$543K +$232K +4,024 +76%
Fisher Asset Management
41
Fisher Asset Management
Washington
$521K
FAAS
42
First Allied Advisory Services
California
$518K -$142K -2,466 -22%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$501K +$497K +8,612 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$492K +$164K +2,832 +50%
FC
45
FCA Corp
Texas
$481K
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$477K +$217K +3,748 +85%
EHPM
47
Emery Howard Portfolio Management
California
$470K -$1.03M -17,774 -69%
Citigroup
48
Citigroup
New York
$423K -$71.4K -1,236 -15%
BJL
49
Brighton Jones LLC
Washington
$399K
BCI
50
Brinker Capital Investments
Pennsylvania
$381K