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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
76
Financial Management Network
California
$1.23M -$292K -4,656 -19%
BA
77
Bristlecone Advisors
Washington
$1.19M +$499K +7,966 +71%
VWA
78
VERITY Wealth Advisors
United States
$1.17M
Cerity Partners
79
Cerity Partners
New York
$1.16M +$78.4K +1,251 +7%
FMTC
80
Farmers & Merchants Trust Company
California
$1.09M +$235K +3,750 +27%
Creative Planning
81
Creative Planning
Kansas
$1.04M +$472K +7,532 +81%
EA
82
Elm Advisors
California
$1.04M +$5.01K +80 +0.5%
AC
83
Apella Capital
Connecticut
$1.02M -$70.9K -1,131 -6%
AWS
84
AJ Wealth Strategies
New York
$1.01M
WA
85
Winfield Associates
Ohio
$1.01M
HighTower Advisors
86
HighTower Advisors
Illinois
$932K -$51.7K -825 -5%
OMC
87
Old Mission Capital
Illinois
$929K +$938K +14,969 New
Fisher Asset Management
88
Fisher Asset Management
Washington
$919K +$1.57K +25 +0.2%
MWM
89
McNaughton Wealth Management
California
$898K +$21.7K +347 +2%
DWM
90
Destination Wealth Management
California
$897K +$25.6K +409 +3%
CAN
91
Cetera Advisor Networks
California
$826K -$149K -2,372 -15%
PAM
92
Private Asset Management
California
$801K +$809K +12,910 New
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$781K -$142K -2,258 -15%
RJA
94
Raymond James & Associates
Florida
$769K +$165K +2,625 +27%
AssetMark Inc
95
AssetMark Inc
California
$760K -$689 -11 -0.1%
CPSC
96
Carl P. Sherr & Co
Massachusetts
$759K
NL
97
NWAM LLC
Washington
$756K -$151K -2,412 -17%
FWP
98
Falcon Wealth Planning
California
$750K +$180K +2,876 +31%
AAS
99
Avantax Advisory Services
Texas
$685K
KWM
100
Kingsview Wealth Management
Oregon
$682K -$27.1K -432 -4%