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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$469K +$149K +2,550 +46%
DADC
77
D.A. Davidson & Co
Montana
$466K -$30.7K -526 -6%
GJIC
78
Gamble Jones Investment Counsel
California
$450K +$454K +7,765 New
BA
79
Boston Advisors
Massachusetts
$449K
BRWM
80
B. Riley Wealth Management
Tennessee
$413K +$416K +7,115 New
CAM
81
Caprin Asset Management
Virginia
$409K +$43.5K +745 +12%
RW
82
Rand Wealth
Maryland
$402K
PWM
83
Patriot Wealth Management
Texas
$400K
BJL
84
Brighton Jones LLC
Washington
$398K
UCFA
85
United Capital Financial Advisors
Texas
$388K +$125K +2,147 +47%
BFO
86
Biltmore Family Office
North Carolina
$374K +$377K +6,455 New
BRF
87
B. Riley Financial
California
$370K
PA
88
Parallel Advisors
California
$367K +$75.6K +1,295 +26%
WC
89
Weil Company
California
$366K
GCA
90
Gradient Capital Advisors
California
$332K
ERIM
91
Eagle Ridge Investment Management
Connecticut
$304K +$8.53K +146 +3%
US Bancorp
92
US Bancorp
Minnesota
$295K -$8.82K -151 -3%
MA
93
Mutual Advisors
Nebraska
$276K -$198K -3,390 -42%
AG
94
Advisor Group
Arizona
$276K +$4.67K +80 +2%
Stifel Financial
95
Stifel Financial
Missouri
$269K -$584 -10 -0.2%
SCG
96
Sonata Capital Group
Washington
$269K +$14.9K +255 +6%
TWM
97
Titus Wealth Management
California
$262K
EWM
98
Empirical Wealth Management
Washington
$250K +$252K +4,307 New
CCM
99
Coe Capital Management
Illinois
$230K
EA
100
Elm Advisors
California
$227K