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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Boston Advisors
Massachusetts
$453K
IA
77
IFP Advisors
Florida
$444K -$27.4K -475 -6%
PCA
78
Personal Capital Advisors
California
$443K -$28.9K -502 -6%
PA
79
Parallel Advisors
California
$442K +$71.6K +1,243 +20%
RFA
80
Reilly Financial Advisors
California
$415K -$98.4K -1,708 -19%
CAM
81
Caprin Asset Management
Virginia
$412K
PWM
82
Patriot Wealth Management
Texas
$403K
BFO
83
Biltmore Family Office
North Carolina
$403K +$25K +435 +7%
BJL
84
Brighton Jones LLC
Washington
$401K
EWF
85
Epstein & White Financial
California
$397K -$1.83M -31,774 -82%
SS
86
Simplicity Solutions
Minnesota
$394K -$1.01M -17,524 -72%
AWM
87
AE Wealth Management
Kansas
$394K -$163K -2,836 -30%
DADC
88
D.A. Davidson & Co
Montana
$375K -$93.2K -1,618 -20%
WC
89
Weil Company
California
$369K
BlackRock
90
BlackRock
New York
$368K -$29.1M -505,615 -99%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$361K +$356K +6,178 New
SCG
92
Sonata Capital Group
Washington
$347K +$75.4K +1,310 +28%
LNC
93
Lincoln National Corp
Pennsylvania
$336K -$960K -16,679 -74%
CIC
94
Carnegie Investment Counsel
Ohio
$333K -$184K -3,200 -36%
AAS
95
Avantax Advisory Services
Texas
$298K +$293K +5,095 New
FM
96
Family Management
New York
$286K +$282K +4,889 New
Goldman Sachs
97
Goldman Sachs
New York
$282K -$974K -16,906 -78%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$281K +$131K +2,281 +90%
GCA
99
Gradient Capital Advisors
California
$278K -$55.9K -971 -17%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$276K -$771K -13,388 -74%