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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
Reilly Financial Advisors
California
$63K +$10.2K +175 +19%
FC
102
Ferris Capital
Massachusetts
$56K – – –
GI
103
Gradient Investments
Minnesota
$51K – – –
HDIM
104
Hanson & Doremus Investment Management
Vermont
$31K – – –
WAM
105
Wealthspire Advisors (Maryland)
Maryland
$29K – – –
EWM
106
Elmwood Wealth Management
California
$27.1K -$2.39K -41 -8%
CDIA
107
Capital Directions Investment Advisors
Georgia
$15K – – –
AF
108
Allworth Financial
California
$11K – – –
AIP
109
Ameritas Investment Partners
Nebraska
$11K – – –
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
BC
111
Bartlett & Co
Ohio
$9K – – –
BCWM
112
Bartlett & Co Wealth Management
Ohio
$8.78K – – –
Northern Trust
113
Northern Trust
Illinois
$6K -$116K -2,000 -16%
WAM
114
Watermark Asset Management
California
$5K +$58 +1 +1%
OA
115
Opes Advisors
California
– -$1.52M -26,084 Closed
FAAS
116
First Allied Advisory Services
California
– -$650K -11,130 Closed
BFO
117
Biltmore Family Office
North Carolina
– -$641K -10,980 Closed
ACA
118
Atlas Capital Advisors
Wyoming
– -$250K -4,289 Closed
SWP
119
Stratos Wealth Partners
Ohio
– -$182K -3,121 Closed
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
– -$76K -1,296 Closed