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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$10.7M +$1.29M +22,516 +14%
AWM
52
Axxcess Wealth Management
California
$10.1M +$10M +174,620 New
GRP
53
Global Retirement Partners
California
$9.17M +$9.11M +159,119 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$8.86M +$175K +3,065 +2%
Raymond James Financial
55
Raymond James Financial
Florida
$8.36M +$17.7K +310 +0.2%
WPC
56
Wedmont Private Capital
Pennsylvania
$8.15M +$458 +8 +0%
SA
57
Sanctuary Advisors
Indiana
$8.08M +$616K +10,754 +8%
OIA
58
OneDigital Investment Advisors
Kansas
$7.78M +$590K +10,302 +8%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$7.59M +$328K +5,728 +5%
FFA
60
Farther Finance Advisors
California
$7.4M +$17.8K +311 +0.2%
HighTower Advisors
61
HighTower Advisors
Illinois
$7.31M +$749K +13,087 +12%
MML Investors Services
62
MML Investors Services
Massachusetts
$6.96M +$1.74M +30,370 +34%
GC
63
Garde Capital
Washington
$6.73M -$74.9K -1,308 -1%
FCH
64
Freestone Capital Holdings
Washington
$6.64M +$1.62M +28,315 +33%
Renaissance Technologies
65
Renaissance Technologies
New York
$6.4M +$5.29M +92,373 +494%
SFFS
66
Stonehage Fleming Financial Services
Jersey
$5.89M
FAT
67
First American Trust
California
$5.8M -$587K -10,256 -9%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$5.76M +$941K +16,432 +20%
ATPW
69
Ashton Thomas Private Wealth
Arizona
$5.7M +$2.9M +50,703 +105%
FA
70
Fullerton Advisors
California
$5.69M +$208K +3,627 +4%
TWM
71
Thryve Wealth Management
Texas
$5.65M
Deutsche Bank
72
Deutsche Bank
Germany
$5.56M
VA
73
Valmark Advisers
Ohio
$5.5M +$845K +14,755 +18%
CFC
74
Client First Capital
California
$5.34M
Kayne Anderson Rudnick Investment Management
75
Kayne Anderson Rudnick Investment Management
California
$5.32M -$610K -10,660 -10%