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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.08M +$49.8K +798 +5%
Renaissance Technologies
77
Renaissance Technologies
New York
$1.05M -$134K -2,146 -11%
AWS
78
AJ Wealth Strategies
New York
$1.03M
PCA
79
Personal Capital Advisors
California
$1.01M -$274K -4,386 -21%
EWM
80
Empirical Wealth Management
Washington
$992K +$66.5K +1,065 +7%
AllianceBernstein
81
AllianceBernstein
Tennessee
$982K +$401K +6,419 +70%
Creative Planning
82
Creative Planning
Kansas
$980K +$974K +15,592 New
Stifel Financial
83
Stifel Financial
Missouri
$904K +$34.1K +546 +4%
AC
84
Apella Capital
Connecticut
$841K +$130K +2,086 +18%
WA
85
Winfield Associates
Ohio
$839K +$31.2K +500 +4%
Fisher Asset Management
86
Fisher Asset Management
Washington
$805K -$136K -2,172 -14%
MWM
87
McNaughton Wealth Management
California
$799K -$4.06K -65 -0.5%
CW
88
CreativeOne Wealth
Kansas
$798K +$793K +12,704 New
KAS
89
Kestra Advisory Services
Texas
$764K +$752K +12,045 +10,474%
DWM
90
Destination Wealth Management
California
$755K +$388K +6,209 +107%
NL
91
NWAM LLC
Washington
$747K +$742K +11,890 New
CPSC
92
Carl P. Sherr & Co
Massachusetts
$727K +$119K +1,912 +20%
KWM
93
Kingsview Wealth Management
Oregon
$715K +$31.2K +500 +5%
JP Morgan Chase
94
JP Morgan Chase
New York
$698K -$210K -3,359 -23%
OWM
95
Opes Wealth Management
California
$686K -$873K -13,978 -56%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$654K +$650K +10,416 New
CL
97
Choreo LLC
Illinois
$648K +$3.62K +58 +0.6%
FWP
98
Falcon Wealth Planning
California
$644K +$640K +10,251 New
BA
99
Bristlecone Advisors
Washington
$622K +$54.6K +875 +10%
FTUS
100
Flow Traders U.S.
New York
$610K +$607K +9,716 New