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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
76
Safeguard Investment Advisory Group
California
$1.97M -$102K -1,836 -5%
ECM
77
Evergreen Capital Management
Washington
$1.97M +$189K +3,400 +11%
EA
78
Eclectic Associates
California
$1.93M +$1.66M +29,923 +656%
CAG
79
Curtis Advisory Group
California
$1.87M +$65K +1,172 +4%
JSW
80
Journey Strategic Wealth
New Jersey
$1.8M +$1.78M +32,123 New
Cerity Partners
81
Cerity Partners
New York
$1.8M +$1.27M +22,924 +252%
RI
82
Rinkey Investments
California
$1.75M +$476K +8,574 +38%
LNC
83
Lincoln National Corp
Pennsylvania
$1.72M -$1.84M -33,191 -52%
RF
84
RHS Financial
California
$1.61M -$139K -2,513 -8%
GAM
85
Gould Asset Management
California
$1.6M +$823K +14,835 +109%
LCAM
86
London & Capital Asset Management
United Kingdom
$1.49M
CIA
87
Caerus Investment Advisors
Texas
$1.47M
MWM
88
McNaughton Wealth Management
California
$1.47M -$107K -1,932 -7%
VCM
89
Vivaldi Capital Management
Illinois
$1.45M +$412K +7,415 +41%
BCM
90
Boltwood Capital Management
California
$1.4M -$69.4K -1,250 -5%
NA
91
NewEdge Advisors
Louisiana
$1.36M -$164K -2,949 -11%
Principal Financial Group
92
Principal Financial Group
Iowa
$1.31M
HWA
93
HCR Wealth Advisors
California
$1.31M +$43K +775 +3%
PCA
94
Personal Capital Advisors
California
$1.19M +$4.72K +85 +0.4%
PO
95
Private Ocean
California
$1.17M +$1.08M +19,402 +1,385%
MWM
96
Merriman Wealth Management
Washington
$1.15M +$536K +9,653 +89%
TCPWM
97
Traverso Chambers Private Wealth Management
California
$1.14M
AAS
98
Avantax Advisory Services
Texas
$1.13M +$9.99K +180 +0.9%
Wealthfront Advisers
99
Wealthfront Advisers
California
$1.06M +$710K +12,793 +207%
VWA
100
VERITY Wealth Advisors
United States
$1.05M