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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
76
Gerber Kawasaki Wealth & Investment Management
California
$583K +$575K +9,795 New
WA
77
Winfield Associates
Ohio
$582K -$117K -2,000 -17%
FC
78
FCA Corp
Texas
$562K +$9.39K +160 +2%
PCA
79
Personal Capital Advisors
California
$555K +$102K +1,738 +23%
AssetMark Inc
80
AssetMark Inc
California
$546K +$501K +8,542 +1,384%
PCTC
81
Perkins Coie Trust Company
Washington
$536K
PAS
82
Partnervest Advisory Services
California
$529K -$38.7K -659 -7%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$529K +$521K +8,872 New
WS
84
Wedbush Securities
California
$519K
RCS
85
Retirement Capital Strategies
California
$516K -$296K -5,048 -37%
EHPM
86
Emery Howard Portfolio Management
California
$503K +$1.82K +31 +0.4%
Stifel Financial
87
Stifel Financial
Missouri
$494K -$5.11K -87 -1%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$490K -$179K -3,046 -27%
Jane Street
89
Jane Street
New York
$488K +$480K +8,184 New
BA
90
Boston Advisors
Massachusetts
$462K
RFA
91
Reilly Financial Advisors
California
$453K +$28.8K +491 +7%
CCP
92
Corient Capital Partners
California
$430K +$424K +7,217 New
CAM
93
Caprin Asset Management
Virginia
$417K -$3.17K -54 -0.8%
WCG
94
Weaver Consulting Group
California
$416K +$404K +6,884 New
BFO
95
Biltmore Family Office
North Carolina
$411K
BJL
96
Brighton Jones LLC
Washington
$409K
SCG
97
Sonata Capital Group
Washington
$390K +$35.2K +600 +10%
DADC
98
D.A. Davidson & Co
Montana
$383K
SWAG
99
Spectrum Wealth Advisory Group
California
$383K +$378K +6,433 New
FAIM
100
Financial Advocates Investment Management
Washington
$382K -$114K -1,949 -23%