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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
76
Eagle Ridge Investment Management
Connecticut
$297K +$21.9K +370 +8%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296K +$112K +1,900 +61%
LGWM
78
Litman Gregory Wealth Management
California
$294K
Bank of New York Mellon
79
Bank of New York Mellon
New York
$290K +$290K +4,898 New
Stifel Financial
80
Stifel Financial
Missouri
$288K +$11.8K +200 +4%
BCI
81
Brinker Capital Investments
Pennsylvania
$279K -$148K -2,500 -35%
WIM
82
Westside Investment Management
California
$272K
PCA
83
Personal Capital Advisors
California
$264K +$20K +337 +8%
SCG
84
Sonata Capital Group
Washington
$259K +$259K +4,376 New
CCM
85
Coe Capital Management
Illinois
$234K
PAS
86
Partnervest Advisory Services
California
$234K +$1.18K +20 +0.5%
CAN
87
Cetera Advisor Networks
California
$224K -$14.8K -250 -6%
CCM
88
Coldstream Capital Management
Washington
$217K +$217K +3,668 New
HCM
89
Hollencrest Capital Management
California
$202K +$202K +3,411 New
Creative Planning
90
Creative Planning
Kansas
$201K +$201K +3,399 New
CA
91
Calton & Associates
Florida
$198K +$200K +3,371 New
SPIA
92
Steward Partners Investment Advisory
New York
$172K +$63.9K +1,080 +59%
GRP
93
Global Retirement Partners
California
$165K
PA
94
Parallel Advisors
California
$147K -$52K -878 -26%
SWP
95
Stratos Wealth Partners
Ohio
$145K +$145K +2,455 New
US Bancorp
96
US Bancorp
Minnesota
$110K
BTIS
97
BB&T Investment Services
North Carolina
$99K +$56.8K +959 +131%
APA
98
American Portfolios Advisors
New York
$71K +$71K +1,200 New
AIP
99
Ameritas Investment Partners
Nebraska
$57K
RFA
100
Reilly Financial Advisors
California
$53K