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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Empirical Wealth Management
Washington
$1.85M -$288K -5,054 -14%
RF
77
RHS Financial
California
$1.76M +$109K +1,918 +7%
CAG
78
Curtis Advisory Group
California
$1.75M -$169K -2,962 -9%
WIM
79
Westside Investment Management
California
$1.67M +$267K +4,700 +19%
EWA
80
EP Wealth Advisors
California
$1.62M -$8.39M -147,494 -78%
JSW
81
Journey Strategic Wealth
New Jersey
$1.58M -$257K -4,523 -14%
LCAM
82
London & Capital Asset Management
United Kingdom
$1.53M
CIA
83
Caerus Investment Advisors
Texas
$1.51M
MWM
84
McNaughton Wealth Management
California
$1.5M
BCM
85
Boltwood Capital Management
California
$1.47M +$41.2K +725 +3%
Empower Advisory Group
86
Empower Advisory Group
Colorado
$1.47M +$1.45M +25,575 New
DC
87
DeDora Capital
California
$1.41M +$1.4M +24,596 New
HWA
88
HCR Wealth Advisors
California
$1.37M +$31.6K +555 +2%
Cerity Partners
89
Cerity Partners
New York
$1.33M -$500K -8,793 -27%
NA
90
NewEdge Advisors
Louisiana
$1.31M -$76.9K -1,351 -6%
Wealthfront Advisers
91
Wealthfront Advisers
California
$1.25M +$156K +2,735 +14%
AAS
92
Avantax Advisory Services
Texas
$1.23M +$70K +1,230 +6%
GAM
93
Gould Asset Management
California
$1.21M -$424K -7,460 -26%
PO
94
Private Ocean
California
$1.19M
TCPWM
95
Traverso Chambers Private Wealth Management
California
$1.19M +$20.4K +358 +2%
MWM
96
Merriman Wealth Management
Washington
$1.15M -$22.8K -400 -2%
BCI
97
Brinker Capital Investments
Pennsylvania
$1.15M +$492K +8,640 +76%
OPS
98
Orion Portfolio Solutions
Nebraska
$1.15M +$620K +10,891 +118%
VWA
99
VERITY Wealth Advisors
United States
$1.08M
BOS
100
Bank of Stockton
California
$1.04M +$525K +9,222 +103%