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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$17.1M +$135K +2,337 +0.8%
JP Morgan Chase
27
JP Morgan Chase
New York
$16.4M +$3.65M +63,253 +29%
AssetMark Inc
28
AssetMark Inc
California
$14.2M +$771K +13,371 +6%
M
29
MYeCFO
California
$11.8M +$806K +13,971 +7%
Ameriprise
30
Ameriprise
Minnesota
$11.2M -$2.3M -39,858 -17%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$11M +$2.89M +50,008 +35%
SEI Investments
32
SEI Investments
Pennsylvania
$11M +$566K +9,804 +5%
Creative Planning
33
Creative Planning
Kansas
$10.8M +$862K +14,943 +9%
PFA
34
Pure Financial Advisors
California
$10.1M +$197K +3,407 +2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$10M -$602K -10,437 -6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$9.6M +$418K +7,253 +5%
Betterment LLC
37
Betterment LLC
New York
$9.39M +$2.75M +47,693 +41%
MMA
38
Miracle Mile Advisors
California
$9.09M -$8.8M -152,510 -49%
BPA
39
Beacon Pointe Advisors
California
$7.55M +$482K +8,349 +7%
Cerity Partners
40
Cerity Partners
New York
$7.45M +$684K +11,846 +10%
WWG
41
West Wealth Group
California
$7.37M +$7.39M +128,045 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$7.23M +$976K +16,911 +16%
BlackRock
43
BlackRock
New York
$7.05M -$9.97M -172,850 -59%
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$6.72M -$541K -9,371 -7%
CWM
45
Certus Wealth Management
California
$6.58M +$2.45M +42,392 +58%
CL
46
Choreo LLC
Illinois
$6.58M -$112K -1,949 -2%
MWM
47
Mission Wealth Management
California
$6.5M -$43.6K -755 -0.7%
RI
48
Rinkey Investments
California
$6.41M +$91.5K +1,585 +1%
NL
49
Navalign LLC
California
$6.21M +$351K +6,083 +6%
ACA
50
Affinity Capital Advisors
California
$5.53M +$1.79M +30,988 +48%