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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$1.22M +$500K +8,770 +69%
TCPWM
102
Traverso Chambers Private Wealth Management
California
$1.2M +$19.8K +347 +2%
JBA
103
Johnson Bixby & Associates
Washington
$1.17M +$954K +16,753 +438%
GAM
104
Gould Asset Management
California
$1.15M -$43K -755 -4%
MWM
105
Merriman Wealth Management
Washington
$1.15M
BSW
106
Buckingham Strategic Wealth
Missouri
$1.14M +$225K +3,954 +25%
PO
107
Private Ocean
California
$1.13M -$50.9K -894 -4%
VWA
108
VERITY Wealth Advisors
United States
$1.07M
AC
109
Apella Capital
Connecticut
$1.07M +$1.07M +18,701 New
LCM
110
Liberty Capital Management
Michigan
$1.03M +$1.03M +18,075 New
CFC
111
Client First Capital
California
$1.01M
PAM
112
Private Asset Management
California
$962K
ME
113
McIlrath & Eck
Washington
$956K +$944K +16,567 +7,600%
PW
114
Peninsula Wealth
California
$908K +$110K +1,931 +14%
THL
115
Tillman Hartley LLC
Colorado
$907K +$203K +3,566 +29%
DWM
116
Destination Wealth Management
California
$881K +$209K +3,673 +31%
PPW
117
Parcion Private Wealth
Washington
$863K -$5.92K -104 -0.7%
VA
118
Valmark Advisers
Ohio
$804K +$85.5K +1,500 +12%
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$802K +$53.5K +939 +7%
CPSC
120
Carl P. Sherr & Co
Massachusetts
$779K +$54.4K +955 +8%
FMN
121
Financial Management Network
California
$773K +$308K +5,398 +66%
CW
122
CreativeOne Wealth
Kansas
$771K
KW
123
KWB Wealth
California
$769K
IWM
124
Integris Wealth Management
California
$763K
SWRP
125
Summit Wealth & Retirement Planning
California
$755K