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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
76
Traverso Chambers Private Wealth Management
California
$1.27M
VST
77
Van Strum & Towne
California
$1.2M +$1.2M +19,300 New
AC
78
Apella Capital
Connecticut
$1.18M +$153K +2,466 +15%
PCA
79
Personal Capital Advisors
California
$1.18M -$365K -5,871 -24%
VWA
80
VERITY Wealth Advisors
United States
$1.17M
WA
81
Winfield Associates
Ohio
$1.13M +$124K +2,000 +12%
BCI
82
Brinker Capital Investments
Pennsylvania
$1.1M -$201K -3,228 -15%
FMTC
83
Farmers & Merchants Trust Company
California
$1.09M
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$1.05M -$394K -6,335 -27%
EA
85
Elm Advisors
California
$1.05M +$932 +15 +0.1%
MPW
86
Monterey Private Wealth
California
$1.04M +$1.03M +16,627 New
HighTower Advisors
87
HighTower Advisors
Illinois
$1.03M +$95K +1,529 +10%
AWS
88
AJ Wealth Strategies
New York
$1.02M
BA
89
Bristlecone Advisors
Washington
$975K -$216K -3,471 -18%
Fisher Asset Management
90
Fisher Asset Management
Washington
$967K +$44.2K +711 +5%
MWM
91
McNaughton Wealth Management
California
$958K +$61.9K +997 +7%
FMN
92
Financial Management Network
California
$954K -$274K -4,417 -22%
LWAC
93
Laurel Wealth Advisors (California)
California
$946K +$486K +7,824 +106%
PAM
94
Private Asset Management
California
$867K +$62.1K +1,000 +8%
CAN
95
Cetera Advisor Networks
California
$846K +$15.8K +255 +2%
FTUS
96
Flow Traders U.S.
New York
$826K +$823K +13,247 New
CPSC
97
Carl P. Sherr & Co
Massachusetts
$812K +$49.9K +803 +7%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$809K +$24.6K +396 +3%
Cerity Partners
99
Cerity Partners
New York
$800K -$360K -5,790 -31%
AssetMark Inc
100
AssetMark Inc
California
$769K +$5.34K +86 +0.7%