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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
101
Wedbush Securities
California
$543K
EHPM
102
Emery Howard Portfolio Management
California
$542K +$2.31K +37 +0.4%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$522K +$1.44K +23 +0.3%
M&T Bank
104
M&T Bank
New York
$499K
KAS
105
Kestra Advisory Services
Texas
$484K +$7.2K +115 New
BlackRock
106
BlackRock
New York
$466K +$3.94K +63 +0.9%
Vanguard Personalized Indexing Management
107
Vanguard Personalized Indexing Management
California
$461K +$222K +3,548 +92%
PIA
108
Perennial Investment Advisors
California
$451K
SRC
109
Shufro Rose & Co
New York
$450K
RFA
110
Reilly Financial Advisors
California
$448K -$250 -4 -0.1%
FP
111
Financial Perspectives
Minnesota
$447K +$448K +7,164 New
IWC
112
Integrated Wealth Concepts
Massachusetts
$446K -$15.6K -250 -3%
BJL
113
Brighton Jones LLC
Washington
$428K
IIA
114
IPG Investment Advisors
California
$428K
TWM
115
Titus Wealth Management
California
$413K +$814 +13 +0.2%
ACA
116
Affinity Capital Advisors
California
$412K +$1.75K +28 +0.4%
IAN
117
Integrated Advisors Network
Texas
$405K +$407K +6,497 New
OPS
118
Orion Portfolio Solutions
Nebraska
$404K +$41.2K +659 +11%
MAFM
119
Mid Atlantic Financial Management
Pennsylvania
$396K +$23.5K +376 +6%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$372K -$125K -1,994 -25%
CAM
121
Caprin Asset Management
Virginia
$367K
DWM
122
Destination Wealth Management
California
$363K
MPM
123
Meritage Portfolio Management
Kansas
$347K +$100K +1,600 +40%
IFG
124
Independent Financial Group
California
$333K +$334K +5,338 New
ERIM
125
Eagle Ridge Investment Management
Connecticut
$330K