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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$1.38M +$113K +2,032 +9%
OPS
102
Orion Portfolio Solutions
Nebraska
$1.38M +$113K +2,032 +9%
RF
103
RHS Financial
California
$1.35M -$107K -1,919 -8%
WPC
104
Wedmont Private Capital
Pennsylvania
$1.33M +$1.28M +22,887 New
US Bancorp
105
US Bancorp
Minnesota
$1.32M -$1.82M -32,620 -59%
JFG
106
Jefferies Financial Group
New York
$1.31M +$1.26M +22,545 New
MWM
107
McNaughton Wealth Management
California
$1.3M -$251K -4,494 -17%
MWM
108
Merriman Wealth Management
Washington
$1.26M +$94.5K +1,694 +8%
W
109
WealthCollab
Washington
$1.24M +$1.2M +21,486 New
IWA
110
Invera Wealth Advisors
Oregon
$1.24M +$1.19M +21,366 New
PW
111
Peninsula Wealth
California
$1.23M +$84.1K +1,507 +8%
TCPWM
112
Traverso Chambers Private Wealth Management
California
$1.22M
Empower Advisory Group
113
Empower Advisory Group
Colorado
$1.21M -$360K -6,456 -24%
AFG
114
Atomi Financial Group
New York
$1.2M +$1.16M +20,756 New
JBA
115
Johnson Bixby & Associates
Washington
$1.19M
ME
116
McIlrath & Eck
Washington
$1.18M +$152K +2,720 +15%
PO
117
Private Ocean
California
$1.15M
CAG
118
Curtis Advisory Group
California
$1.14M -$881K -15,778 -45%
VWA
119
VERITY Wealth Advisors
United States
$1.09M
THL
120
Tillman Hartley LLC
Colorado
$1.09M +$159K +2,845 +18%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$1.05M +$212K +3,795 +26%
AAS
122
Avantax Advisory Services
Texas
$1.04M +$360K +6,449 +56%
ASG
123
Ariston Services Group
California
$1.02M +$982K +17,588 New
LA
124
LM Advisors
California
$1M +$964K +17,266 New
Allspring Global Investments
125
Allspring Global Investments
North Carolina
$986K -$1.42M -25,439 -60%