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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$872K -$4.47K -73 -0.5%
PCA
77
Personal Capital Advisors
California
$863K -$2.08K -34 -0.2%
Fisher Asset Management
78
Fisher Asset Management
Washington
$816K +$61.3K +1,000 +8%
RF
79
RHS Financial
California
$801K -$43.6K -712 -5%
DAS
80
Dynamic Advisor Solutions
Arizona
$799K +$368K +6,000 +88%
MWM
81
McNaughton Wealth Management
California
$786K +$3K +49 +0.4%
AssetMark Inc
82
AssetMark Inc
California
$738K -$313K -5,106 -30%
WA
83
Winfield Associates
Ohio
$687K
MCM
84
Maxim Capital Management
California
$665K +$650K +10,603 New
AC
85
Apella Capital
Connecticut
$657K -$38.7K -631 -6%
WCG
86
Weaver Consulting Group
California
$654K +$66.3K +1,082 +11%
FAAS
87
First Allied Advisory Services
California
$647K
PAS
88
Partnervest Advisory Services
California
$638K +$25.7K +420 +4%
AAS
89
Avantax Advisory Services
Texas
$582K +$61 +1 +0%
LGWM
90
Litman Gregory Wealth Management
California
$580K +$29.5K +482 +5%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$567K -$141K -2,306 -20%
EWM
92
Empirical Wealth Management
Washington
$560K -$99.8K -1,628 -15%
PCTC
93
Perkins Coie Trust Company
Washington
$559K
FC
94
FCA Corp
Texas
$551K -$47.9K -782 -8%
BA
95
Bristlecone Advisors
Washington
$551K +$543K +8,865 New
WS
96
Wedbush Securities
California
$541K
EHPM
97
Emery Howard Portfolio Management
California
$538K +$2.7K +44 +0.5%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$518K +$2.64K +43 +0.5%
M&T Bank
99
M&T Bank
New York
$497K +$490K +8,000 New
MA
100
MUFG Americas
New York
$495K +$1.15M +18,731 +12%