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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
101
Private Asset Management
California
$754K +$396K +7,000 +101%
GAM
102
Gould Asset Management
California
$739K +$120K +2,125 +18%
CAN
103
Cetera Advisor Networks
California
$736K +$1.98K +35 +0.3%
FMN
104
Financial Management Network
California
$733K -$87.1K -1,539 -10%
KW
105
KWB Wealth
California
$732K +$765K +13,505 New
CPSC
106
Carl P. Sherr & Co
Massachusetts
$724K +$8.49K +150 +1%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$720K -$7.7K -136 -1%
OCM
108
One Capital Management
California
$703K +$514K +9,080 +233%
FCIM
109
Fairview Capital Investment Management
California
$692K -$873K -15,425 -55%
VA
110
Valmark Advisers
Ohio
$684K
KWM
111
Kingsview Wealth Management
Oregon
$678K -$1.75K -31 -0.2%
Fisher Asset Management
112
Fisher Asset Management
Washington
$632K -$260K -4,597 -28%
ERIM
113
Eagle Ridge Investment Management
Connecticut
$605K +$209K +3,693 +50%
LPP
114
Life Planning Partners
Florida
$601K +$628K +11,087 New
Vanguard Personalized Indexing Management
115
Vanguard Personalized Indexing Management
California
$601K +$42.1K +743 +7%
MWM
116
Merriman Wealth Management
Washington
$589K +$614K +10,854 New
Goldman Sachs
117
Goldman Sachs
New York
$574K -$487K -8,609 -45%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$548K -$49.1K -867 -8%
Cerity Partners
119
Cerity Partners
New York
$493K
BRWA
120
B. Riley Wealth Advisors
Florida
$491K -$6.17K -109 -1%
PCTC
121
Perkins Coie Trust Company
Washington
$488K
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$474K -$8.21K -145 -2%
MFWM
123
Motley Fool Wealth Management
Virginia
$474K +$495K +8,738 New
MFG
124
Merit Financial Group
Georgia
$455K -$64.8K -1,144 -12%
MCM
125
Mattern Capital Management
Colorado
$443K +$462K +8,165 New