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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
$19.3M +$2.92M +50,841 +18%
AssetMark Inc
27
AssetMark Inc
California
$18.9M +$3.51M +60,998 +23%
MWAM
28
Manhattan West Asset Management
California
$18.8M +$574K +9,979 +3%
SC
29
Slow Capital
California
$16.3M -$1.86M -32,359 -10%
AllianceBernstein
30
AllianceBernstein
Tennessee
$16.1M -$406K -7,068 -2%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$15.7M +$7.52M +130,845 +91%
SEI Investments
32
SEI Investments
Pennsylvania
$13.5M +$2.07M +35,968 +18%
FCG
33
Financial Connections Group
California
$13.2M -$422K -7,345 -3%
M
34
MYeCFO
California
$12.9M +$885K +15,386 +7%
Cerity Partners
35
Cerity Partners
New York
$12.8M +$5.33M +92,619 +71%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$12.6M +$1.22M +21,182 +11%
Betterment LLC
37
Betterment LLC
New York
$12.1M +$941K +16,359 +8%
Raymond James Financial
38
Raymond James Financial
Florida
$11.4M +$11.4M +198,944 New
PFA
39
Pure Financial Advisors
California
$11.4M +$10.8K +188 +0.1%
Ameriprise
40
Ameriprise
Minnesota
$11.2M -$731K -12,720 -6%
WWG
41
West Wealth Group
California
$11M +$2.62M +45,498 +31%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$10.4M +$2.11M +36,680 +25%
RI
43
Rinkey Investments
California
$10.3M -$968K -16,833 -9%
Creative Planning
44
Creative Planning
Kansas
$10.3M -$637K -11,070 -6%
OIA
45
OneDigital Investment Advisors
Kansas
$10M +$11.5K +200 +0.1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$9.54M +$1.64M +28,556 +21%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$8.7M +$2.54M +44,130 +41%
NL
48
Navalign LLC
California
$8.66M +$1.09M +18,881 +14%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$8.65M +$2.48M +43,213 +40%
CWM
50
Certus Wealth Management
California
$7.98M +$700K +12,176 +10%