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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$659K +$188 +3 +0%
LWAC
102
Laurel Wealth Advisors (California)
California
$647K +$646K +10,324 New
RJA
103
Raymond James & Associates
Florida
$611K +$288K +4,600 +89%
LGWM
104
Litman Gregory Wealth Management
California
$605K -$547K -8,741 -94%
CL
105
Choreo LLC
Illinois
$600K +$2.44K +39 +0.4%
IWC
106
Integrated Wealth Concepts
Massachusetts
$588K +$119K +1,900 +25%
Creative Planning
107
Creative Planning
Kansas
$582K +$50K +799 +9%
FWP
108
Falcon Wealth Planning
California
$577K -$115K -1,842 -17%
PCTC
109
Perkins Coie Trust Company
Washington
$563K
EHPM
110
Emery Howard Portfolio Management
California
$551K +$2.25K +36 +0.4%
FC
111
FCA Corp
Texas
$547K -$7.57K -121 -1%
WS
112
Wedbush Securities
California
$545K
PFS
113
Prospera Financial Services
Texas
$539K +$538K +8,600 New
CW
114
CreativeOne Wealth
Kansas
$505K -$34.5K -551 -6%
Vanguard Personalized Indexing Management
115
Vanguard Personalized Indexing Management
California
$497K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$495K +$63 +1 +0%
RFA
117
Reilly Financial Advisors
California
$482K +$32.3K +516 +7%
ACA
118
Affinity Capital Advisors
California
$478K -$29.4K -471 -6%
CT
119
Columbia Trust
Oregon
$454K +$21.9K +350 +5%
PIA
120
Perennial Investment Advisors
California
$453K
ERIM
121
Eagle Ridge Investment Management
Connecticut
$452K +$2.5K +40 +0.6%
Deutsche Bank
122
Deutsche Bank
Germany
$432K +$41.5K +664 +11%
BJL
123
Brighton Jones LLC
Washington
$430K -$7.5K -120 -2%
WCG
124
Weaver Consulting Group
California
$427K -$118K -1,891 -22%
CSIC
125
Clifford Swan Investment Counsel
California
$426K