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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
76
Spinnaker Investment Group
California
$3.01M -$1.16M -20,771 -29%
BIA
77
Bell Investment Advisors
California
$2.95M +$117K +2,099 +4%
HWMC
78
Heritage Wealth Management (California)
California
$2.7M +$2.6M +46,663 New
ECM
79
Evergreen Capital Management
Washington
$2.66M
HighTower Advisors
80
HighTower Advisors
Illinois
$2.59M -$870K -15,596 -26%
WN
81
Williams & Novak
California
$2.58M +$2.48M +44,500 New
DC
82
DeDora Capital
California
$2.39M -$5.36K -96 -0.2%
WIM
83
Westside Investment Management
California
$2.3M +$120K +2,148 +6%
EFG
84
Ehrlich Financial Group
California
$2.3M +$2.21M +39,639 New
PCWA
85
Pacific Capital Wealth Advisors
California
$2.26M -$179K -3,204 -8%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$2.14M +$57K +1,022 +3%
MML Investors Services
87
MML Investors Services
Massachusetts
$2.14M +$77.8K +1,394 +4%
LCM
88
Leisure Capital Management
California
$1.89M +$103K +1,854 +6%
EWM
89
Empirical Wealth Management
Washington
$1.72M +$237K +4,242 +17%
TW
90
Towerpoint Wealth
California
$1.59M -$124K -2,221 -7%
GAM
91
Gould Asset Management
California
$1.57M +$394K +7,060 +35%
RPCA
92
Running Point Capital Advisors
California
$1.57M -$400K -7,171 -21%
AC
93
Apella Capital
Connecticut
$1.53M +$414K +7,414 +39%
EA
94
Eclectic Associates
California
$1.53M +$1.18M +21,213 +412%
SIAG
95
Safeguard Investment Advisory Group
California
$1.53M -$80.3K -1,439 -5%
CAM
96
Clark Asset Management
New Hampshire
$1.52M +$14.2K +254 +1%
Stifel Financial
97
Stifel Financial
Missouri
$1.51M +$185K +3,319 +15%
SI
98
SimpliFi Inc
California
$1.47M
HWA
99
HCR Wealth Advisors
California
$1.44M +$249K +4,468 +22%
BCM
100
Boltwood Capital Management
California
$1.41M -$87.9K -1,575 -6%