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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$21M +$1.62M +28,162 +8%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$21M -$551K -9,549 -3%
SPIA
28
Steward Partners Investment Advisory
New York
$20.4M -$147K -2,543 -0.7%
FFA
29
First Foundation Advisors
California
$20.3M -$609K -10,551 -3%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$20.3M +$291K +5,045 +1%
WWG
31
West Wealth Group
California
$18.9M +$3.35M +58,007 +21%
Cerity Partners
32
Cerity Partners
New York
$18.8M +$4.6M +79,792 +32%
RWP
33
RWA Wealth Partners
Massachusetts
$17.8M +$2.83K +49 +0%
SEI Investments
34
SEI Investments
Pennsylvania
$17.6M +$126K +2,189 +0.7%
ACA
35
Affinity Capital Advisors
California
$16.7M +$1.36M +23,642 +9%
OGF
36
Orin Green Financial
California
$16.3M -$1.15M -19,863 -6%
SC
37
Slow Capital
California
$15.8M -$182K -3,155 -1%
Creative Planning
38
Creative Planning
Kansas
$15.8M +$3.32M +57,611 +26%
M
39
MYeCFO
California
$14.9M +$654K +11,340 +5%
RI
40
Rinkey Investments
California
$14.7M +$3.77M +65,282 +34%
RIG
41
RiverFront Investment Group
Virginia
$13.9M +$4.94M +85,562 +54%
Ameriprise
42
Ameriprise
Minnesota
$13.8M -$900K -15,599 -6%
Betterment LLC
43
Betterment LLC
New York
$13.8M +$620K +10,751 +5%
AC
44
Apella Capital
Connecticut
$12.2M +$8.64M +149,807 +239%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$3.74M +64,802 +46%
NL
46
Navalign LLC
California
$11.4M +$795K +13,782 +7%
ALA
47
Atlas Legacy Advisors
California
$11.3M -$853K -14,785 -7%
BC
48
Brio Consultants
California
$11.3M -$60.6K -1,050 -0.5%
PFA
49
Pure Financial Advisors
California
$11.1M +$367K +6,366 +3%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.9M +$1.53M +26,512 +16%