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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
51
B. Riley Wealth Management
Tennessee
$1.03M +$141K +2,403 +16%
KWM
52
Kingsview Wealth Management
Oregon
$1.01M +$189K +3,218 +23%
LCAM
53
London & Capital Asset Management
United Kingdom
$945K +$931K +15,850 New
NFG
54
NewFocus Financial Group
Washington
$914K -$1.12M -19,147 -56%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$894K +$518K +8,818 +143%
MAFM
56
Mid Atlantic Financial Management
Pennsylvania
$861K +$848K +14,448 New
PA
57
Parallel Advisors
California
$853K +$396K +6,747 +89%
BPC
58
Banque Pictet & Cie
Switzerland
$843K -$20.5K -349 -2%
PNAA
59
Pictet North America Advisors
Switzerland
$843K -$20.5K -349 -2%
LNC
60
Lincoln National Corp
Pennsylvania
$823K +$474K +8,068 +140%
BCI
61
Brinker Capital Investments
Pennsylvania
$793K +$38.2K +650 +5%
UCFA
62
United Capital Financial Advisors
Texas
$781K +$212K +3,616 +38%
AG
63
Advisor Group
Arizona
$742K -$68.8K -1,172 -9%
Fisher Asset Management
64
Fisher Asset Management
Washington
$739K +$85.9K +1,463 +13%
MA
65
MUFG Americas
New York
$728K -$23.7K -404 -3%
BlackRock
66
BlackRock
New York
$697K +$317K +5,398 +86%
LGWM
67
Litman Gregory Wealth Management
California
$676K +$29.9K +509 +5%
CCM
68
Covington Capital Management
California
$669K +$70.5K +1,200 +12%
WT
69
Whittier Trust
California
$652K
FAAS
70
First Allied Advisory Services
California
$634K
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$616K +$51.6K +879 +9%
IIA
72
IPG Investment Advisors
California
$613K
CCM
73
Coe Capital Management
Illinois
$604K +$595K +10,140 New
HighTower Advisors
74
HighTower Advisors
Illinois
$603K +$78.8K +1,342 +15%
FCA
75
FLC Capital Advisors
California
$600K -$1.82M -31,000 -75%