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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$4.28M +$3.48M +62,650 +462%
WT
52
Whittier Trust
California
$4.22M +$3.19M +57,449 +323%
AWS
53
AJ Wealth Strategies
New York
$4.09M +$3.2M +57,716 +382%
SIG
54
Spinnaker Investment Group
California
$4.06M +$79.5K +1,433 +2%
FTUS
55
Flow Traders U.S.
New York
$3.94M -$10.5M -190,024 -73%
CCMI
56
Creative Capital Management Investments
California
$3.92M +$3.88M +69,939 New
AWS
57
Atria Wealth Solutions
New York
$3.4M +$49.6K +893 +1%
CAM
58
Clark Asset Management
New Hampshire
$3.39M +$3.35M +60,437 New
WSWA
59
Warren Street Wealth Advisors
California
$3.37M +$278K +5,007 +9%
DAS
60
Dynamic Advisor Solutions
Arizona
$3.32M +$413K +7,437 +14%
FCIM
61
Fairview Capital Investment Management
California
$3.21M +$2.46M +44,350 +347%
OMC
62
Old Mission Capital
Illinois
$3.14M +$2.28M +41,072 +275%
OFG
63
Omega Financial Group
California
$2.95M -$398K -7,163 -12%
PCWA
64
Pacific Capital Wealth Advisors
California
$2.83M -$1.09M -19,599 -28%
Lido Advisors
65
Lido Advisors
California
$2.82M +$2.79M +50,320 New
EAM
66
Evanson Asset Management
California
$2.82M +$9.66K +174 +0.3%
SW
67
SteelPeak Wealth
California
$2.8M -$20K -360 -0.7%
FCH
68
Freestone Capital Holdings
Washington
$2.75M -$491K -8,850 -15%
TW
69
Towerpoint Wealth
California
$2.69M +$1.68M +30,308 +172%
HighTower Advisors
70
HighTower Advisors
Illinois
$2.33M +$1.31M +23,578 +132%
FAT
71
First American Trust
California
$2.29M -$819K -14,752 -27%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$2.15M -$133K -2,389 -6%
EWM
73
Empirical Wealth Management
Washington
$2.09M -$71.1K -1,282 -3%
PA
74
Parallel Advisors
California
$2.01M +$269K +4,840 +16%
RPCA
75
Running Point Capital Advisors
California
$1.98M +$360K +6,487 +22%