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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$2.56M +$2.62M +46,639 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$2.52M +$831K +14,773 +47%
ECM
78
Evergreen Capital Management
Washington
$2.52M
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$2.33M +$2.39M +42,455 New
PCWA
80
Pacific Capital Wealth Advisors
California
$2.32M -$249K -4,421 -9%
DC
81
DeDora Capital
California
$2.27M +$189K +3,366 +9%
WIM
82
Westside Investment Management
California
$2.06M +$125K +2,220 +6%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$1.97M -$43.2K -768 -2%
MML Investors Services
84
MML Investors Services
Massachusetts
$1.95M +$663K +11,794 +50%
CAG
85
Curtis Advisory Group
California
$1.94M +$17K +303 +0.9%
JSW
86
Journey Strategic Wealth
New Jersey
$1.94M +$500K +8,891 +34%
RPCA
87
Running Point Capital Advisors
California
$1.88M -$63.1K -1,121 -3%
LCM
88
Leisure Capital Management
California
$1.69M -$84K -1,493 -5%
TW
89
Towerpoint Wealth
California
$1.63M -$273K -4,846 -14%
SIAG
90
Safeguard Investment Advisory Group
California
$1.52M -$78.5K -1,395 -5%
Empower Advisory Group
91
Empower Advisory Group
Colorado
$1.5M -$23.8K -423 -2%
MWM
92
McNaughton Wealth Management
California
$1.48M -$25K -445 -2%
SI
93
SimpliFi Inc
California
$1.47M +$8.78K +156 +0.6%
BCM
94
Boltwood Capital Management
California
$1.42M +$117K +2,075 +9%
CAM
95
Clark Asset Management
New Hampshire
$1.42M -$1.97M -35,096 -58%
EWM
96
Empirical Wealth Management
Washington
$1.39M -$310K -5,518 -18%
RF
97
RHS Financial
California
$1.38M -$156K -2,780 -10%
Stifel Financial
98
Stifel Financial
Missouri
$1.25M +$77.1K +1,371 +6%
BCI
99
Brinker Capital Investments
Pennsylvania
$1.2M -$748K -13,301 -38%
OPS
100
Orion Portfolio Solutions
Nebraska
$1.2M -$748K -13,301 -38%