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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$1.2M +$1.2M +19,203 New
BCI
77
Brinker Capital Investments
Pennsylvania
$1.19M +$116K +1,855 +11%
VWA
78
VERITY Wealth Advisors
United States
$1.18M
AC
79
Apella Capital
Connecticut
$1.1M +$267K +4,275 +32%
Cerity Partners
80
Cerity Partners
New York
$1.09M -$75.2K -1,202 -6%
EA
81
Elm Advisors
California
$1.04M +$4.06K +65 +0.4%
AWS
82
AJ Wealth Strategies
New York
$1.02M
WA
83
Winfield Associates
Ohio
$1.01M +$128K +2,050 +14%
HighTower Advisors
84
HighTower Advisors
Illinois
$995K -$107K -1,719 -10%
CAN
85
Cetera Advisor Networks
California
$982K -$18.1K -289 -2%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$929K +$256K +4,099 +38%
Fisher Asset Management
87
Fisher Asset Management
Washington
$926K +$43.6K +698 +5%
NL
88
NWAM LLC
Washington
$913K +$26.4K +423 +3%
SIAG
89
Safeguard Investment Advisory Group
California
$886K +$429K +6,868 +94%
MWM
90
McNaughton Wealth Management
California
$884K -$750 -12 -0.1%
DWM
91
Destination Wealth Management
California
$880K -$61.6K -985 -7%
Renaissance Technologies
92
Renaissance Technologies
New York
$878K +$876K +14,015 New
FMTC
93
Farmers & Merchants Trust Company
California
$865K +$863K +13,808 New
PW
94
Peninsula Wealth
California
$789K -$345K -5,520 -30%
EWM
95
Empirical Wealth Management
Washington
$779K -$72.8K -1,165 -9%
AssetMark Inc
96
AssetMark Inc
California
$767K -$3.47M -55,484 -82%
CPSC
97
Carl P. Sherr & Co
Massachusetts
$765K
KWM
98
Kingsview Wealth Management
Oregon
$714K -$1K -16 -0.1%
BA
99
Bristlecone Advisors
Washington
$698K
AAS
100
Avantax Advisory Services
Texas
$691K