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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
51
Warren Street Wealth Advisors
California
$2.98M -$181K -3,200 -5%
DAS
52
Dynamic Advisor Solutions
Arizona
$2.81M +$93K +1,643 +3%
SW
53
SteelPeak Wealth
California
$2.73M -$779K -13,767 -21%
EAM
54
Evanson Asset Management
California
$2.72M +$402K +7,099 +16%
BOTW
55
Bank of the West
California
$2.48M -$942K -16,640 -27%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.21M -$4.8M -84,770 -68%
EWM
57
Empirical Wealth Management
Washington
$2.09M -$613K -10,832 -22%
SIAG
58
Safeguard Investment Advisory Group
California
$2M -$779K -13,761 -27%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.91M +$81.5K +1,440 +4%
CCM
60
Covington Capital Management
California
$1.79M +$54.3K +960 +3%
SVCP
61
Silicon Valley Capital Partners
California
$1.78M -$1.98K -35 -0.1%
PPW
62
Parcion Private Wealth
Washington
$1.75M +$101K +1,782 +6%
CAG
63
Curtis Advisory Group
California
$1.75M +$728K +12,860 +66%
ECM
64
Evergreen Capital Management
Washington
$1.72M +$1.79M +31,663 New
RF
65
RHS Financial
California
$1.69M -$194K -3,432 -10%
PA
66
Parallel Advisors
California
$1.68M +$182K +3,218 +12%
RPCA
67
Running Point Capital Advisors
California
$1.56M +$811K +14,331 +99%
BSW
68
Buckingham Strategic Wealth
Missouri
$1.54M +$494K +8,728 +45%
MWM
69
McNaughton Wealth Management
California
$1.52M +$82.6K +1,459 +5%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1.51M -$543K -9,584 -26%
NA
71
NewEdge Advisors
Louisiana
$1.47M +$7.13K +126 +0.5%
LCAM
72
London & Capital Asset Management
United Kingdom
$1.44M -$55.8K -985 -4%
CIA
73
Caerus Investment Advisors
Texas
$1.42M
BCM
74
Boltwood Capital Management
California
$1.42M -$369K -6,510 -20%
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$1.4M +$67.9K +1,200 New