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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
101
Valmark Advisers
Ohio
$712K +$269K +4,763 +61%
HighTower Advisors
102
HighTower Advisors
Illinois
$710K -$439K -7,767 -38%
KWM
103
Kingsview Wealth Management
Oregon
$707K -$5.93K -105 -0.8%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$674K +$96.8K +1,713 +17%
GAM
105
Gould Asset Management
California
$650K +$235K +4,165 +57%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$620K -$282K -5,000 -31%
AAS
107
Avantax Advisory Services
Texas
$601K -$22.6K -400 -4%
Vanguard Personalized Indexing Management
108
Vanguard Personalized Indexing Management
California
$584K +$367K +6,503 +169%
CL
109
Choreo LLC
Illinois
$550K +$2.48K +44 +0.5%
MFG
110
Merit Financial Group
Georgia
$538K +$539K +9,534 New
BRWA
111
B. Riley Wealth Advisors
Florida
$517K +$136K +2,406 +36%
TDWM
112
Topel & Distasi Wealth Management
California
$516K -$327K -5,792 -39%
Cerity Partners
113
Cerity Partners
New York
$513K +$314K +5,563 +158%
PCTC
114
Perkins Coie Trust Company
Washington
$508K
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$502K -$23.2K -410 -4%
WS
116
Wedbush Securities
California
$481K -$9.88K -175 -2%
CCM
117
Coldstream Capital Management
Washington
$480K +$480K +8,500 New
FAIM
118
Financial Advocates Investment Management
Washington
$478K +$258K +4,565 +117%
NL
119
NWAM LLC
Washington
$442K -$30.7K -544 -7%
FC
120
FCA Corp
Texas
$436K -$15.8K -279 -3%
FWP
121
Falcon Wealth Planning
California
$428K -$92.1K -1,631 -18%
ERIM
122
Eagle Ridge Investment Management
Connecticut
$421K +$8.81K +156 +2%
RI
123
Rinkey Investments
California
$409K -$19.3K -342 -5%
TIAM2
124
Tru Independence Asset Management 2
Oregon
$409K
BA
125
Bristlecone Advisors
Washington
$405K -$68.3K -1,210 -14%