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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$10.3M +$1.6M +28,154 +19%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$10.1M -$53.6K -942 -0.5%
FCG
28
Financial Connections Group
California
$9.9M -$112K -1,960 -1%
WP
29
WealthSource Partners
California
$9.89M -$63.5K -1,117 -0.6%
FFA
30
First Foundation Advisors
California
$9.01M -$614K -10,786 -6%
US Bancorp
31
US Bancorp
Minnesota
$8.89M -$6.33M -111,303 -42%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$8.39M -$1.07M -18,826 -11%
Renaissance Technologies
33
Renaissance Technologies
New York
$8.29M +$1.06M +18,600 +15%
SEI Investments
34
SEI Investments
Pennsylvania
$8.24M +$1.42M +25,000 +21%
UCFA
35
United Capital Financial Advisors
Texas
$8.17M +$6.03K +106 +0.1%
Ameriprise
36
Ameriprise
Minnesota
$8.13M -$770K -13,541 -9%
MWM
37
Mission Wealth Management
California
$7.79M -$63.1K -1,109 -0.8%
Kayne Anderson Rudnick Investment Management
38
Kayne Anderson Rudnick Investment Management
California
$7.69M +$95.6K +1,681 +1%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$6.68M +$946K +16,629 +17%
CL
40
Choreo LLC
Illinois
$6.17M +$6.11M +107,473 New
PA
41
Parallel Advisors
California
$5.95M +$3.85M +67,713 +189%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$5.91M +$67.5K +1,186 +1%
BPA
43
Beacon Pointe Advisors
California
$5.65M -$253K -4,454 -4%
LPAM
44
Lodestar Private Asset Management
California
$5.37M +$47.4K +834 +0.9%
Betterment LLC
45
Betterment LLC
New York
$5.23M +$783K +13,768 +18%
NL
46
Navalign LLC
California
$5.18M -$973K -17,100 -16%
Osaic Holdings
47
Osaic Holdings
Arizona
$5.09M -$113K -1,986 -2%
Deutsche Bank
48
Deutsche Bank
Germany
$4.75M
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$4.72M +$4.55M +80,057 +3,656%
CAN
50
Cetera Advisor Networks
California
$4.45M +$74.5K +1,309 +2%