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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
101
Litman Gregory Wealth Management
California
$609K +$57.3K +918 +10%
WCG
102
Weaver Consulting Group
California
$586K -$82.5K -1,321 -12%
AAS
103
Avantax Advisory Services
Texas
$565K -$475K -7,600 -46%
PCTC
104
Perkins Coie Trust Company
Washington
$565K
FC
105
FCA Corp
Texas
$557K
EHPM
106
Emery Howard Portfolio Management
California
$549K +$3.06K +49 +0.6%
WS
107
Wedbush Securities
California
$547K
M&T Bank
108
M&T Bank
New York
$503K
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$497K -$28.7K -459 -5%
ACA
110
Affinity Capital Advisors
California
$489K +$73.4K +1,176 +18%
SIAG
111
Safeguard Investment Advisory Group
California
$481K +$478K +7,657 New
Vanguard Personalized Indexing Management
112
Vanguard Personalized Indexing Management
California
$464K -$375 -6 -0.1%
PIA
113
Perennial Investment Advisors
California
$454K
RFA
114
Reilly Financial Advisors
California
$451K +$125 +2 +0%
IWC
115
Integrated Wealth Concepts
Massachusetts
$449K
IAN
116
Integrated Advisors Network
Texas
$445K +$36.5K +584 +9%
BJL
117
Brighton Jones LLC
Washington
$439K +$7.49K +120 +2%
IIA
118
IPG Investment Advisors
California
$431K
TWM
119
Titus Wealth Management
California
$417K +$1.06K +17 +0.3%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$402K +$27.5K +440 +7%
CT
121
Columbia Trust
Oregon
$402K +$400K +6,400 New
DADC
122
D.A. Davidson & Co
Montana
$387K +$127K +2,030 +49%
OPS
123
Orion Portfolio Solutions
Nebraska
$384K -$22.3K -357 -6%
FAIM
124
Financial Advocates Investment Management
Washington
$378K +$35.5K +569 +12%
WCWM
125
Willow Creek Wealth Management
California
$362K +$360K +5,758 New