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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
101
Wedbush Securities
California
$541K
CW
102
CreativeOne Wealth
Kansas
$536K -$255K -4,083 -32%
Creative Planning
103
Creative Planning
Kansas
$528K -$444K -7,098 -46%
ACA
104
Affinity Capital Advisors
California
$504K +$20.4K +327 +4%
Vanguard Personalized Indexing Management
105
Vanguard Personalized Indexing Management
California
$493K +$35.3K +564 +8%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$491K
IWC
107
Integrated Wealth Concepts
Massachusetts
$465K +$21K +336 +5%
SIAG
108
Safeguard Investment Advisory Group
California
$452K -$22.9K -367 -5%
PIA
109
Perennial Investment Advisors
California
$449K
RFA
110
Reilly Financial Advisors
California
$446K +$63 +1 +0%
ERIM
111
Eagle Ridge Investment Management
Connecticut
$446K +$118K +1,888 +36%
KAS
112
Kestra Advisory Services
Texas
$441K -$316K -5,060 -42%
BJL
113
Brighton Jones LLC
Washington
$434K
OMC
114
Old Mission Capital
Illinois
$431K +$433K +6,932 New
OPS
115
Orion Portfolio Solutions
Nebraska
$430K +$50.4K +807 +13%
CT
116
Columbia Trust
Oregon
$428K +$31.3K +500 +8%
IIA
117
IPG Investment Advisors
California
$426K
CSIC
118
Clifford Swan Investment Counsel
California
$421K +$424K +6,780 New
TWM
119
Titus Wealth Management
California
$399K -$13.1K -210 -3%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$397K
Deutsche Bank
121
Deutsche Bank
Germany
$388K +$390K +6,240 New
DADC
122
D.A. Davidson & Co
Montana
$379K -$3.19K -51 -0.8%
WCWM
123
Willow Creek Wealth Management
California
$358K
IFG
124
Independent Financial Group
California
$354K +$24.4K +390 +7%
SAMC
125
Spectrum Asset Management (California)
California
$351K +$18.8K +300 +6%