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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Winfield Associates
Ohio
$599K
CCM
77
Covington Capital Management
California
$585K -$76.6K -1,250 -12%
COI
78
Capital One Investing
Virginia
$582K +$582K +9,500 New
FC
79
FCA Corp
Texas
$578K
AssetMark Inc
80
AssetMark Inc
California
$562K +$6.74K +110 +1%
AG
81
Advisor Group
Arizona
$552K -$46.5K -760 -8%
PCTC
82
Perkins Coie Trust Company
Washington
$551K
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$543K
WS
84
Wedbush Securities
California
$533K
EHPM
85
Emery Howard Portfolio Management
California
$523K +$2.57K +42 +0.5%
EWM
86
Empirical Wealth Management
Washington
$504K +$503K +8,220 New
RFA
87
Reilly Financial Advisors
California
$499K -$22.3K -364 -4%
RCS
88
Retirement Capital Strategies
California
$481K -$48.7K -796 -9%
BA
89
Boston Advisors
Massachusetts
$475K
MPM
90
Meritage Portfolio Management
Kansas
$442K +$442K +7,210 New
IWC
91
Integrated Wealth Concepts
Massachusetts
$435K +$434K +7,094 New
IIA
92
IPG Investment Advisors
California
$420K -$210K -3,425 -33%
BJL
93
Brighton Jones LLC
Washington
$420K
CCP
94
Corient Capital Partners
California
$417K
TWM
95
Titus Wealth Management
California
$402K +$919 +15 +0.2%
SCG
96
Sonata Capital Group
Washington
$401K
FAIM
97
Financial Advocates Investment Management
Washington
$394K +$9.86K +161 +3%
WC
98
Weil Company
California
$387K
BlackRock
99
BlackRock
New York
$364K +$1.41K +23 +0.4%
CAM
100
Caprin Asset Management
Virginia
$361K