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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Garde Capital
Washington
$1.64M -$260K -4,246 -14%
FCIM
52
Fairview Capital Investment Management
California
$1.59M
EAM
53
Evanson Asset Management
California
$1.53M
JP Morgan Chase
54
JP Morgan Chase
New York
$1.49M -$33.7K -550 -2%
Citigroup
55
Citigroup
New York
$1.41M -$200K -3,263 -12%
BCI
56
Brinker Capital Investments
Pennsylvania
$1.33M +$264K +4,306 +24%
SWRP
57
Summit Wealth & Retirement Planning
California
$1.32M -$52.6K -860 -4%
EA
58
Elm Advisors
California
$1.32M +$3.06K +50 +0.2%
CCM
59
Covington Capital Management
California
$1.31M +$712K +11,631 +117%
CT
60
Columbia Trust
Oregon
$1.28M +$144K +2,350 +12%
TCPWM
61
Traverso Chambers Private Wealth Management
California
$1.2M -$1.9K -31 -0.2%
HWA
62
HCR Wealth Advisors
California
$1.19M -$5.57K -91 -0.5%
BOTW
63
Bank of the West
California
$1.18M +$90.1K +1,472 +8%
VWA
64
VERITY Wealth Advisors
United States
$1.14M
UCFA
65
United Capital Financial Advisors
Texas
$1.13M -$57.5K -939 -5%
AssetMark Inc
66
AssetMark Inc
California
$1.03M -$28.2K -461 -3%
Stifel Financial
67
Stifel Financial
Missouri
$1.02M -$16.8K -275 -2%
AWS
68
AJ Wealth Strategies
New York
$990K -$213K -3,475 -18%
Renaissance Technologies
69
Renaissance Technologies
New York
$932K -$1.25M -20,500 -57%
COF
70
Capital One Financial
Virginia
$874K +$884K +14,435 New
KWM
71
Kingsview Wealth Management
Oregon
$854K -$49K -801 -5%
PCA
72
Personal Capital Advisors
California
$842K +$21.1K +344 +3%
RF
73
RHS Financial
California
$823K -$228K -3,728 -22%
BRWM
74
B. Riley Wealth Management
Tennessee
$768K -$252K -4,114 -24%
MWM
75
McNaughton Wealth Management
California
$762K -$88.3K -1,443 -10%