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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
101
Traverso Chambers Private Wealth Management
California
$1.16M
Wealthfront Advisers
102
Wealthfront Advisers
California
$1.14M -$145K -2,581 -11%
JBA
103
Johnson Bixby & Associates
Washington
$1.13M
VAF
104
Values Added Financial
District of Columbia
$1.12M +$1.15M +20,420 New
HWA
105
HCR Wealth Advisors
California
$1.12M -$170K -3,026 -13%
GAM
106
Gould Asset Management
California
$1.1M -$7.88K -140 -0.7%
MWM
107
Merriman Wealth Management
Washington
$1.1M
PO
108
Private Ocean
California
$1.09M
PW
109
Peninsula Wealth
California
$1.07M +$209K +3,722 +23%
AC
110
Apella Capital
Connecticut
$1.04M +$16.8K +298 +2%
VWA
111
VERITY Wealth Advisors
United States
$1.03M
DWM
112
Destination Wealth Management
California
$979K +$134K +2,380 +15%
BSW
113
Buckingham Strategic Wealth
Missouri
$979K -$120K -2,128 -11%
CFC
114
Client First Capital
California
$969K
ME
115
McIlrath & Eck
Washington
$964K +$44.6K +792 +5%
PAM
116
Private Asset Management
California
$905K -$22.5K -400 -2%
THL
117
Tillman Hartley LLC
Colorado
$873K
PPW
118
Parcion Private Wealth
Washington
$831K
I
119
IMPACTfolio
Colorado
$818K +$839K +14,916 New
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$787K +$14.9K +265 +2%
NW
121
NewEdge Wealth
Pennsylvania
$780K +$800K +14,225 New
VA
122
Valmark Advisers
Ohio
$774K
KW
123
KWB Wealth
California
$769K
FMN
124
Financial Management Network
California
$751K +$10.7K +190 +1%
CPSC
125
Carl P. Sherr & Co
Massachusetts
$750K