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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$110K
SPIA
77
Steward Partners Investment Advisory
New York
$108K
PA
78
Parallel Advisors
California
$100K +$119K +1,998 +147%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92K -$37.1K -626 -17%
RFA
80
Reilly Financial Advisors
California
$53K
BTIS
81
BB&T Investment Services
North Carolina
$43K +$37.1K +626 +591%
HDIM
82
Hanson & Doremus Investment Management
Vermont
$31K
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$30K
CDIA
84
Capital Directions Investment Advisors
Georgia
$16K +$15.7K +264 New
AFNAS
85
American Financial Network Advisory Services
California
$14K +$13.6K +230 New
SEI Investments
86
SEI Investments
Pennsylvania
$12K
AF
87
Allworth Financial
California
$11K
AIP
88
Ameritas Investment Partners
Nebraska
$11K
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$11K +$11.3K +190 New
BC
90
Bartlett & Co
Ohio
$9K
Bank of New York Mellon
91
Bank of New York Mellon
New York
-$401K -6,802 Closed
EWA
92
EP Wealth Advisors
California
-$292K -4,966 Closed
NFG
93
Next Financial Group
Texas
-$56K -960 Closed
FC
94
Ferris Capital
Massachusetts
-$56K -950 Closed
Creative Planning
95
Creative Planning
Kansas
-$51K -860 Closed
GI
96
Gradient Investments
Minnesota
-$40K -678 Closed
ASN
97
Advisory Services Network
Georgia
-$31K -526 Closed