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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
101
Eagle Ridge Investment Management
Connecticut
$334K -$540 -9 -0.2%
AAS
102
Avantax Advisory Services
Texas
$331K +$27.1K +451 +9%
DAS
103
Dynamic Advisor Solutions
Arizona
$317K +$314K +5,228 New
Citadel Advisors
104
Citadel Advisors
Florida
$311K +$308K +5,129 New
MA
105
Mutual Advisors
Nebraska
$289K +$2.64K +44 +0.9%
CA
106
Calton & Associates
Florida
$276K +$180 +3 +0.1%
IWS
107
Insight Wealth Strategies
California
$275K +$272K +4,542 New
AWM
108
AE Wealth Management
Kansas
$257K -$56.7K -945 -18%
EWF
109
Epstein & White Financial
California
$256K -$36.9K -615 -13%
DWM
110
Destination Wealth Management
California
$254K +$251K +4,181 New
FAN
111
Financial Advisors Network
California
$249K
CAG
112
Crestwood Advisors Group
Massachusetts
$206K
OIWM
113
OptiFour Integrated Wealth Management
Virginia
$206K
MM
114
Main Management
California
$183K
SPIA
115
Steward Partners Investment Advisory
New York
$178K +$177K +2,946 New
EFSCE
116
Enterprise Financial Services Corp (EFSC)
Missouri
$169K
WIM
117
Westside Investment Management
California
$159K +$158K +2,628 New
GAM
118
Gemmer Asset Management
California
$157K -$22.7K -378 -13%
Deutsche Bank
119
Deutsche Bank
Germany
$121K +$120K +2,000 New
US Bancorp
120
US Bancorp
Minnesota
$119K
GRP
121
Global Retirement Partners
California
$108K +$14.5K +241 +16%
NFG
122
Next Financial Group
Texas
$74K +$73.2K +1,220 New
APA
123
American Portfolios Advisors
New York
$72.8K
GI
124
Gradient Investments
Minnesota
$53K
BWA
125
BDO Wealth Advisors
Florida
$52K