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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$735K +$150K +2,491 +25%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$733K -$22.5K -374 -3%
AAS
103
Avantax Advisory Services
Texas
$642K
Stifel Financial
104
Stifel Financial
Missouri
$623K
RJFSA
105
Raymond James Financial Services Advisors
Florida
$595K +$236K +3,918 +62%
CL
106
Choreo LLC
Illinois
$564K +$1.56K +26 +0.3%
DAS
107
Dynamic Advisor Solutions
Arizona
$560K +$188K +3,127 +48%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$541K +$342K +5,690 +158%
FWP
109
Falcon Wealth Planning
California
$536K -$130K -2,154 -19%
PCTC
110
Perkins Coie Trust Company
Washington
$524K
MCM
111
Mattern Capital Management
Colorado
$517K +$151K +2,508 +39%
WS
112
Wedbush Securities
California
$506K
GSWM
113
Golden State Wealth Management
California
$493K +$297K +4,940 +140%
BA
114
Bristlecone Advisors
Washington
$487K -$437K -7,266 -46%
NL
115
NWAM LLC
Washington
$486K +$3.61K +60 +0.7%
FC
116
FCA Corp
Texas
$466K
VA
117
Valmark Advisers
Ohio
$457K +$473K +7,856 New
BC
118
Brio Consultants
California
$450K +$466K +7,735 New
GAM
119
Gould Asset Management
California
$427K +$110K +1,830 +33%
ERIM
120
Eagle Ridge Investment Management
Connecticut
$425K -$2.17K -36 -0.5%
TIAM2
121
Tru Independence Asset Management 2
Oregon
$422K
PIA
122
Perennial Investment Advisors
California
$421K
RI
123
Rinkey Investments
California
$417K -$25.8K -429 -5%
HWM
124
HB Wealth Management
Georgia
$412K +$426K +7,084 New
OPS
125
Orion Portfolio Solutions
Nebraska
$408K +$44.7K +743 +12%