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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
51
Summit Wealth & Retirement Planning
California
$1.82M +$426K +6,825 +31%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.79M -$147K -2,358 -8%
OGF
53
Orin Green Financial
California
$1.77M +$1.76M +28,187 New
LCAM
54
London & Capital Asset Management
United Kingdom
$1.73M
OCM
55
One Capital Management
California
$1.73M +$9.62K +154 +0.6%
CAG
56
Curtis Advisory Group
California
$1.72M +$697K +11,166 +69%
FMN
57
Financial Management Network
California
$1.7M +$1.69M +27,048 New
BCI
58
Brinker Capital Investments
Pennsylvania
$1.67M +$187K +3,003 +13%
FCIM
59
Fairview Capital Investment Management
California
$1.66M
VCM
60
Vivaldi Capital Management
Illinois
$1.61M
EAM
61
Evanson Asset Management
California
$1.58M
CCM
62
Covington Capital Management
California
$1.58M +$745K +11,930 +90%
HWA
63
HCR Wealth Advisors
California
$1.53M +$86K +1,378 +6%
AWA
64
Aaron Wealth Advisors
Illinois
$1.45M +$1.44M +23,029 New
WT
65
Whittier Trust
California
$1.42M
PCMC
66
Paragon Capital Management (Colorado)
Colorado
$1.36M +$1.35M +21,697 New
EA
67
Elm Advisors
California
$1.35M -$17.5K -280 -1%
CAN
68
Cetera Advisor Networks
California
$1.32M -$715K -11,459 -35%
TCPWM
69
Traverso Chambers Private Wealth Management
California
$1.28M +$10.3K +165 +0.8%
BPA
70
Beacon Pointe Advisors
California
$1.24M +$44.7K +716 +4%
Cerity Partners
71
Cerity Partners
New York
$1.23M +$1.23M +19,631 New
HighTower Advisors
72
HighTower Advisors
Illinois
$1.22M +$226K +3,620 +23%
DAS
73
Dynamic Advisor Solutions
Arizona
$1.18M +$163K +2,612 +16%
VWA
74
VERITY Wealth Advisors
United States
$1.18M
RF
75
RHS Financial
California
$1.1M +$257K +4,122 +31%