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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
SimpliFi Inc
California
$1.39M -$150K -2,592 -10%
NCM
102
Neumann Capital Management
California
$1.38M +$508K +8,800 +58%
WPC
103
Wedmont Private Capital
Pennsylvania
$1.37M +$63K +1,091 +5%
HWA
104
HCR Wealth Advisors
California
$1.35M -$79.4K -1,376 -6%
MWM
105
McNaughton Wealth Management
California
$1.34M +$41.9K +726 +3%
SIAG
106
Safeguard Investment Advisory Group
California
$1.32M -$202K -3,497 -13%
BCI
107
Brinker Capital Investments
Pennsylvania
$1.29M -$87.8K -1,521 -6%
OPS
108
Orion Portfolio Solutions
Nebraska
$1.29M -$87.8K -1,521 -6%
W
109
WealthCollab
Washington
$1.27M +$37K +642 +3%
CAG
110
Curtis Advisory Group
California
$1.27M +$137K +2,382 +12%
MWM
111
Merriman Wealth Management
Washington
$1.25M
ME
112
McIlrath & Eck
Washington
$1.25M +$78.1K +1,353 +7%
JBA
113
Johnson Bixby & Associates
Washington
$1.18M
Empower Advisory Group
114
Empower Advisory Group
Colorado
$1.18M -$19K -330 -2%
PO
115
Private Ocean
California
$1.15M
NA
116
NewEdge Advisors
Louisiana
$1.11M +$435K +7,546 +64%
THL
117
Tillman Hartley LLC
Colorado
$1.08M
AAS
118
Avantax Advisory Services
Texas
$1.06M +$32.5K +563 +3%
SC
119
Savant Capital
Illinois
$1.06M +$1.06M +18,406 New
EA
120
Eclectic Associates
California
$998K -$520K -9,012 -34%
LA
121
LM Advisors
California
$993K
Wealthfront Advisers
122
Wealthfront Advisers
California
$983K +$251K +4,358 +34%
TDWM
123
Topel & Distasi Wealth Management
California
$978K +$351K +6,083 +56%
PBF
124
Petix & Botte Financial
California
$978K +$980K +16,993 New
JSW
125
Journey Strategic Wealth
New Jersey
$974K +$173K +2,990 +21%