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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$16.7M -$320K -5,559 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$16M -$1.53M -26,594 -9%
AssetMark Inc
28
AssetMark Inc
California
$15.6M +$650K +11,290 +4%
FCG
29
Financial Connections Group
California
$13.8M -$521K -9,039 -4%
BlackRock
30
BlackRock
New York
$13.5M -$405K -7,029 -3%
M
31
MYeCFO
California
$12.2M +$74.3K +1,290 +0.6%
Ameriprise
32
Ameriprise
Minnesota
$12.1M +$337K +5,843 +3%
SEI Investments
33
SEI Investments
Pennsylvania
$11.6M -$412K -7,156 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$11.6M +$594K +10,318 +5%
PFA
35
Pure Financial Advisors
California
$11.5M +$521K +9,041 +5%
RI
36
Rinkey Investments
California
$11.5M +$4.91M +85,326 +76%
Betterment LLC
37
Betterment LLC
New York
$11.3M +$318K +5,524 +3%
Creative Planning
38
Creative Planning
Kansas
$11.1M +$898K +15,596 +9%
OIA
39
OneDigital Investment Advisors
Kansas
$10.1M -$122K -2,125 -1%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$9.51M -$280K -4,870 -3%
WWG
41
West Wealth Group
California
$8.5M +$911K +15,820 +12%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$8.46M +$1.62M +28,073 +24%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$8.38M +$347K +6,030 +4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$8.02M +$59.2K +1,028 +0.8%
NL
45
Navalign LLC
California
$7.69M +$364K +6,317 +5%
Cerity Partners
46
Cerity Partners
New York
$7.62M +$84.9K +1,475 +1%
BPA
47
Beacon Pointe Advisors
California
$7.62M -$24.4K -423 -0.3%
MMA
48
Miracle Mile Advisors
California
$7.55M -$440K -7,645 -6%
NA
49
NewEdge Advisors
Louisiana
$7.47M +$155K +2,696 +2%
CWM
50
Certus Wealth Management
California
$7.43M +$114K +1,977 +2%