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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$10.7M -$3.96M -71,321 -27%
PFA
27
Pure Financial Advisors
California
$10.3M -$840K -15,131 -8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$9.94M +$3.13M +56,323 +47%
FCG
29
Financial Connections Group
California
$9.79M -$851K -15,328 -8%
WP
30
WealthSource Partners
California
$9.73M -$5.59M -100,699 -37%
BOTW
31
Bank of the West
California
$9.57M +$6.93M +124,808 +273%
FFA
32
First Foundation Advisors
California
$9.41M +$2.23M +40,119 +31%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$9.25M +$7.61M +137,053 +493%
Ameriprise
34
Ameriprise
Minnesota
$8.86M -$7.66M -138,002 -47%
Creative Planning
35
Creative Planning
Kansas
$8.47M +$2.67M +48,082 +47%
UCFA
36
United Capital Financial Advisors
Texas
$7.98M +$3.31M +59,713 +72%
M
37
MYeCFO
California
$7.96M +$7.87M +141,725 New
MWM
38
Mission Wealth Management
California
$7.68M -$5.13M -92,353 -40%
Kayne Anderson Rudnick Investment Management
39
Kayne Anderson Rudnick Investment Management
California
$7.44M +$973K +17,535 +15%
Renaissance Technologies
40
Renaissance Technologies
New York
$7.06M +$6.98M +125,800 New
SEI Investments
41
SEI Investments
Pennsylvania
$6.65M +$2.69M +48,552 +69%
NL
42
Navalign LLC
California
$6.02M +$470K +8,465 +9%
BPA
43
Beacon Pointe Advisors
California
$5.77M +$118K +2,130 +2%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$5.71M -$896K -16,153 -14%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$5.6M +$4.8M +86,484 +651%
LPAM
46
Lodestar Private Asset Management
California
$5.2M +$5.15M +92,762 New
Osaic Holdings
47
Osaic Holdings
Arizona
$5.08M +$719K +12,960 +17%
Deutsche Bank
48
Deutsche Bank
Germany
$4.64M
Betterment LLC
49
Betterment LLC
New York
$4.34M +$1.11M +20,023 +35%
LCM
50
Leisure Capital Management
California
$4.31M +$3.92M +70,673 +1,150%