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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
McNaughton Wealth Management
California
$862K +$859K +14,035 New
RJFSA
77
Raymond James Financial Services Advisors
Florida
$851K +$188K +3,067 +28%
PCA
78
Personal Capital Advisors
California
$831K +$147K +2,405 +22%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$809K -$39K -637 -5%
Fisher Asset Management
80
Fisher Asset Management
Washington
$734K +$2.75K +45 +0.4%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$706K +$163K +2,657 +30%
WT
82
Whittier Trust
California
$670K
WA
83
Winfield Associates
Ohio
$649K +$50.5K +825 +8%
HighTower Advisors
84
HighTower Advisors
Illinois
$646K +$23.6K +386 +4%
FAAS
85
First Allied Advisory Services
California
$637K -$14.4K -236 -2%
FCA
86
FLC Capital Advisors
California
$616K
CCM
87
Covington Capital Management
California
$609K +$24.8K +405 +4%
WS
88
Wedbush Securities
California
$594K +$61.2K +1,000 +11%
FC
89
FCA Corp
Texas
$591K +$12.8K +210 +2%
AAS
90
Avantax Advisory Services
Texas
$573K +$221K +3,614 +63%
WCG
91
Weaver Consulting Group
California
$570K +$240K +3,919 +73%
EWM
92
Empirical Wealth Management
Washington
$563K +$59.8K +978 +12%
AG
93
Advisor Group
Arizona
$552K
PCTC
94
Perkins Coie Trust Company
Washington
$551K
EHPM
95
Emery Howard Portfolio Management
California
$526K +$3.43K +56 +0.7%
IWC
96
Integrated Wealth Concepts
Massachusetts
$525K +$90.2K +1,475 +21%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$505K +$474K +7,753 +1,582%
PIA
98
Perennial Investment Advisors
California
$498K +$497K +8,132 New
RFA
99
Reilly Financial Advisors
California
$492K -$6K -98 -1%
PAS
100
Partnervest Advisory Services
California
$491K -$139K -2,277 -22%