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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$743K +$120K +2,056 +19%
Citigroup
52
Citigroup
New York
$731K -$45.3K -775 -6%
MA
53
MUFG Americas
New York
$712K -$59.1K -1,012 -8%
WA
54
Winfield Associates
Ohio
$683K +$52.6K +900 +8%
PS
55
Portfolio Solutions
Michigan
$683K +$326K +5,582 +90%
WT
56
Whittier Trust
California
$634K
FAAS
57
First Allied Advisory Services
California
$627K +$630K +10,790 New
BCI
58
Brinker Capital Investments
Pennsylvania
$616K +$357K +6,112 +136%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$610K -$17.5K -300 -3%
CCM
60
Covington Capital Management
California
$600K +$20.2K +345 +3%
IIA
61
IPG Investment Advisors
California
$596K
AWM
62
AE Wealth Management
Kansas
$555K +$559K +9,573 New
LGWM
63
Litman Gregory Wealth Management
California
$546K
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$539K +$163K +2,795 +43%
FC
65
FCA Corp
Texas
$538K -$11.7K -200 -2%
Fisher Asset Management
66
Fisher Asset Management
Washington
$534K -$1.46K -25 -0.3%
PCTC
67
Perkins Coie Trust Company
Washington
$522K
HighTower Advisors
68
HighTower Advisors
Illinois
$521K -$64.7K -1,107 -11%
CIC
69
Carnegie Investment Counsel
Ohio
$512K +$187K +3,200 +56%
RFA
70
Reilly Financial Advisors
California
$511K +$452K +7,741 +720%
KWA
71
KCS Wealth Advisory
California
$505K -$448K -7,669 -47%
EHPM
72
Emery Howard Portfolio Management
California
$484K +$2.57K +44 +0.5%
PAS
73
Partnervest Advisory Services
California
$473K +$245K +4,186 +105%
Citadel Advisors
74
Citadel Advisors
Florida
$473K +$477K +8,159 New
PCA
75
Personal Capital Advisors
California
$469K +$113K +1,931 +31%