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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
101
Weil Company
California
$377K
ERIM
102
Eagle Ridge Investment Management
Connecticut
$329K +$324K +5,514 New
AWM
103
AE Wealth Management
Kansas
$309K -$90.9K -1,549 -23%
SS
104
Simplicity Solutions
Minnesota
$309K -$90.9K -1,549 -23%
AAS
105
Avantax Advisory Services
Texas
$298K -$5.58K -95 -2%
FM
106
Family Management
New York
$291K
EWF
107
Epstein & White Financial
California
$288K -$114K -1,943 -29%
MA
108
Mutual Advisors
Nebraska
$282K -$378K -6,431 -58%
CA
109
Calton & Associates
Florida
$272K +$59 +1 +0%
TWM
110
Titus Wealth Management
California
$270K +$176 +3 +0.1%
FAN
111
Financial Advisors Network
California
$244K +$30.5K +519 +15%
CAG
112
Crestwood Advisors Group
Massachusetts
$203K +$200K +3,400 New
IA
113
IFP Advisors
Florida
$202K -$249K -4,237 -56%
OIWM
114
OptiFour Integrated Wealth Management
Virginia
$202K +$199K +3,395 New
MM
115
Main Management
California
$179K
GAM
116
Gemmer Asset Management
California
$177K +$176 +3 +0.1%
EFSCE
117
Enterprise Financial Services Corp (EFSC)
Missouri
$167K +$164K +2,800 New
ACA
118
Atlas Capital Advisors
Wyoming
$130K +$129K +2,189 New
CA
119
Cetera Advisors
Colorado
$118K +$116K +1,970 New
US Bancorp
120
US Bancorp
Minnesota
$117K -$49.9K -850 -30%
GRP
121
Global Retirement Partners
California
$92K
APA
122
American Portfolios Advisors
New York
$71.5K
FC
123
Ferris Capital
Massachusetts
$57K
GI
124
Gradient Investments
Minnesota
$52K
BWA
125
BDO Wealth Advisors
Florida
$51K +$50.5K +860 New