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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$635K +$158K +2,721 +33%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$633K
KWM
53
Kingsview Wealth Management
Oregon
$630K +$135K +2,325 +28%
VF
54
Virtu Financial
New York
$626K +$623K +10,699 New
IIA
55
IPG Investment Advisors
California
$602K +$251K +4,305 +72%
HighTower Advisors
56
HighTower Advisors
Illinois
$595K -$42.4K -728 -7%
CCM
57
Covington Capital Management
California
$585K -$46.6K -800 -7%
FC
58
FCA Corp
Texas
$555K
LGWM
59
Litman Gregory Wealth Management
California
$552K +$259K +4,449 +89%
Fisher Asset Management
60
Fisher Asset Management
Washington
$540K +$1.46K +25 +0.3%
PCTC
61
Perkins Coie Trust Company
Washington
$527K
AW
62
ACG Wealth
Georgia
$522K +$2.74K +47 +0.5%
DADC
63
D.A. Davidson & Co
Montana
$502K -$12.7K -218 -2%
EHPM
64
Emery Howard Portfolio Management
California
$486K +$2.56K +44 +0.5%
MA
65
Mutual Advisors
Nebraska
$477K -$52.4K -899 -10%
BA
66
Boston Advisors
Massachusetts
$454K +$116K +2,000 +35%
FFA
67
First Foundation Advisors
California
$444K -$32.8K -563 -7%
RW
68
Rand Wealth
Maryland
$406K -$63.2K -1,085 -14%
PWM
69
Patriot Wealth Management
Texas
$404K
BJL
70
Brighton Jones LLC
Washington
$402K
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$380K +$86.2K +1,481 +30%
BRF
72
B. Riley Financial
California
$374K
WC
73
Weil Company
California
$370K -$401K -6,880 -52%
CAM
74
Caprin Asset Management
Virginia
$369K -$23.9K -410 -6%
PS
75
Portfolio Solutions
Michigan
$365K -$1.04M -17,785 -74%