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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$654K +$1.44K +23 +0.2%
LGWM
102
Litman Gregory Wealth Management
California
$602K +$570K +9,099 +1,504%
CL
103
Choreo LLC
Illinois
$597K +$2.26K +36 +0.4%
EWM
104
Empirical Wealth Management
Washington
$596K -$177K -2,828 -23%
IWC
105
Integrated Wealth Concepts
Massachusetts
$564K -$18.8K -300 -3%
PCTC
106
Perkins Coie Trust Company
Washington
$559K
EHPM
107
Emery Howard Portfolio Management
California
$549K +$2.07K +33 +0.4%
FC
108
FCA Corp
Texas
$543K
WS
109
Wedbush Securities
California
$540K
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$532K +$41.2K +657 +8%
ACA
111
Affinity Capital Advisors
California
$514K +$40.1K +640 +8%
ACI
112
Alpha Cubed Investments
California
$495K +$500K +7,978 New
CW
113
CreativeOne Wealth
Kansas
$488K -$12.7K -202 -3%
Vanguard Personalized Indexing Management
114
Vanguard Personalized Indexing Management
California
$471K -$22.8K -364 -5%
RFA
115
Reilly Financial Advisors
California
$467K -$10.9K -174 -2%
LWAC
116
Laurel Wealth Advisors (California)
California
$457K -$186K -2,961 -29%
ERIM
117
Eagle Ridge Investment Management
Connecticut
$454K +$6.58K +105 +1%
PIA
118
Perennial Investment Advisors
California
$449K
PAG
119
Private Advisor Group
New Jersey
$428K +$210K +3,346 +94%
BJL
120
Brighton Jones LLC
Washington
$426K
WCG
121
Weaver Consulting Group
California
$424K +$63 +1 +0%
CSIC
122
Clifford Swan Investment Counsel
California
$419K
MCM
123
Mattern Capital Management
Colorado
$407K +$106K +1,697 +35%
5L
124
55I LLC
Massachusetts
$406K -$376 -6 -0.1%
OPS
125
Orion Portfolio Solutions
Nebraska
$404K -$13.5K -216 -3%