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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Caprin Asset Management
Virginia
$615K -$5.74K -97 -0.9%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$599K -$30.1K -508 -5%
DADC
53
D.A. Davidson & Co
Montana
$581K -$99.7K -1,684 -15%
FC
54
FCA Corp
Texas
$572K +$82.9K +1,400 +17%
AG
55
Advisor Group
Arizona
$563K -$26.2K -442 -4%
Fisher Asset Management
56
Fisher Asset Management
Washington
$536K +$6.75K +114 +1%
PCTC
57
Perkins Coie Trust Company
Washington
$532K +$533K +9,000 New
AW
58
ACG Wealth
Georgia
$523K +$3.67K +62 +0.7%
EHPM
59
Emery Howard Portfolio Management
California
$487K +$3.31K +56 +0.7%
RW
60
Rand Wealth
Maryland
$475K
JP Morgan Chase
61
JP Morgan Chase
New York
$437K +$29.7K +502 +7%
PWM
62
Patriot Wealth Management
Texas
$408K +$408K +6,898 New
BJL
63
Brighton Jones LLC
Washington
$406K
CCP
64
Corient Capital Partners
California
$396K
G
65
GenTrust
Florida
$379K +$379K +6,400 New
BRF
66
B. Riley Financial
California
$377K +$378K +6,382 New
LNC
67
Lincoln National Corp
Pennsylvania
$354K +$354K +5,978 New
IA
68
IFP Advisors
Florida
$348K -$56.6K -956 -14%
BOS
69
Bank of Stockton
California
$342K
BA
70
Boston Advisors
Massachusetts
$340K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$340K
GCA
72
Gradient Capital Advisors
California
$338K +$339K +5,720 New
CIC
73
Carnegie Investment Counsel
Ohio
$332K -$337K -5,700 -50%
SC
74
Slow Capital
California
$332K +$333K +5,620 New
KWM
75
Kingsview Wealth Management
Oregon
$330K +$330K +5,576 New