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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
101
Gradient Investments
Minnesota
$52K +$52K +878 New
PWM
102
Perigon Wealth Management
California
$40K -$886K -14,963 -96%
HDIM
103
Hanson & Doremus Investment Management
Vermont
$31K – – –
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$30K – – –
SFSIG
105
San Francisco Sentry Investment Group
California
$19K +$19.2K +325 New
AF
106
Allworth Financial
California
$11K – – –
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
BC
108
Bartlett & Co
Ohio
$9K – – –
Northern Trust
109
Northern Trust
Illinois
$8K +$752K +12,694 New
PFA
110
Pure Financial Advisors
California
– -$8.1M -136,616 Closed
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
– -$4.22M -71,222 Closed
Nuveen
112
Nuveen
North Carolina
– -$547K -9,230 Closed
DCM
113
Dimension Capital Management
Florida
– -$386K -6,514 Closed
BOTW
114
Bank of the West
California
– -$265K -4,464 Closed
RJA
115
Raymond James & Associates
Florida
– -$227K -3,838 Closed
SEIA
116
Signature Estate & Investment Advisors
California
– -$117K -1,978 Closed
CDIA
117
Capital Directions Investment Advisors
Georgia
– -$16K -264 Closed
AFNAS
118
American Financial Network Advisory Services
California
– -$14K -230 Closed
SEI Investments
119
SEI Investments
Pennsylvania
– -$12K -210 Closed