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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Calton & Associates
Florida
$266K +$262K +4,555 New
TWM
102
Titus Wealth Management
California
$264K +$461 +8 +0.2%
BOS
103
Bank of Stockton
California
$221K
FAN
104
Financial Advisors Network
California
$206K +$203K +3,521 New
OA
105
Opes Advisors
California
$201K +$198K +3,445 New
MM
106
Main Management
California
$176K +$173K +3,012 New
GAM
107
Gemmer Asset Management
California
$174K +$171K +2,970 New
US Bancorp
108
US Bancorp
Minnesota
$165K -$130K -2,264 -45%
WIM
109
Westside Investment Management
California
$154K
GRP
110
Global Retirement Partners
California
$90K
NFG
111
Next Financial Group
Texas
$71K +$70.3K +1,220 New
APA
112
American Portfolios Advisors
New York
$70.1K
FC
113
Ferris Capital
Massachusetts
$56K
GI
114
Gradient Investments
Minnesota
$51K
AssetMark Inc
115
AssetMark Inc
California
$36K +$35.5K +617 New
WAM
116
Wealthspire Advisors (Maryland)
Maryland
$29K
WAM
117
Watermark Asset Management
California
$28K +$22.6K +392 +431%
WANY
118
Wealthspire Advisors (New York)
New York
$28K +$28K +486 New
EWM
119
Elmwood Wealth Management
California
$24K -$1.78K -31 -7%
CDIA
120
Capital Directions Investment Advisors
Georgia
$15K
AC
121
Avestar Capital
New York
$14K +$14.4K +250 New
AF
122
Allworth Financial
California
$11K
AIP
123
Ameritas Investment Partners
Nebraska
$11K
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$11K
BC
125
Bartlett & Co
Ohio
$9K