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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$1.33M -$361K -6,379 -21%
DWM
77
Destination Wealth Management
California
$1.28M
PS
78
Portfolio Solutions
Michigan
$1.28M +$42.8K +756 +3%
Principal Financial Group
79
Principal Financial Group
Iowa
$1.27M
RI
80
Rinkey Investments
California
$1.25M +$883K +15,600 +221%
HWA
81
HCR Wealth Advisors
California
$1.22M -$10.2K -180 -0.8%
PCA
82
Personal Capital Advisors
California
$1.15M +$39.3K +695 +3%
BlackRock
83
BlackRock
New York
$1.13M -$75K -1,324 -6%
TCPWM
84
Traverso Chambers Private Wealth Management
California
$1.1M
AAS
85
Avantax Advisory Services
Texas
$1.08M +$529K +9,341 +88%
PW
86
Peninsula Wealth
California
$1.06M -$3.62K -64 -0.3%
CFC
87
Client First Capital
California
$1.02M
VWA
88
VERITY Wealth Advisors
United States
$1.02M
SWRP
89
Summit Wealth & Retirement Planning
California
$1M -$128K -2,259 -11%
VCM
90
Vivaldi Capital Management
Illinois
$992K -$242K -4,271 -19%
AC
91
Apella Capital
Connecticut
$981K -$15.7K -277 -2%
HighTower Advisors
92
HighTower Advisors
Illinois
$966K +$299K +5,280 +42%
WT
93
Whittier Trust
California
$964K
TW
94
Towerpoint Wealth
California
$957K +$13.4K +237 +1%
ACI
95
Alpha Cubed Investments
California
$895K +$45.3K +800 +5%
AWS
96
AJ Wealth Strategies
New York
$819K
OMC
97
Old Mission Capital
Illinois
$810K +$846K +14,941 New
PFS
98
Prospera Financial Services
Texas
$808K +$844K +14,900 New
BZWA
99
Blue Zone Wealth Advisors
California
$801K -$1.25M -22,110 -60%
VST
100
Van Strum & Towne
California
$765K -$142K -2,500 -15%