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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$1.94M -$635K -11,018 -25%
PCWA
102
Pacific Capital Wealth Advisors
California
$1.9M -$102K -1,768 -5%
UB
103
Umpqua Bank
Oregon
$1.79M +$313K +5,442 +22%
DAS
104
Dynamic Advisor Solutions
Arizona
$1.7M -$3.02M -52,386 -64%
ME
105
McIlrath & Eck
Washington
$1.69M +$202K +3,511 +14%
W
106
WealthCollab
Washington
$1.69M +$83.2K +1,445 +5%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$1.67M -$230K -3,997 -12%
FCIM
108
Fairview Capital Investment Management
California
$1.64M +$15.3K +265 +0.9%
TW
109
Towerpoint Wealth
California
$1.58M +$2.48K +43 +0.2%
RPCA
110
Running Point Capital Advisors
California
$1.57M
OCM
111
One Capital Management
California
$1.56M +$461K +8,000 +42%
AAS
112
Avantax Advisory Services
Texas
$1.51M +$400K +6,942 +37%
SI
113
SimpliFi Inc
California
$1.44M +$9.73K +169 +0.7%
WS
114
Wedbush Securities
California
$1.44M +$1.05M +18,170 +278%
JBA
115
Johnson Bixby & Associates
Washington
$1.42M +$222K +3,848 +19%
EWM
116
Empirical Wealth Management
Washington
$1.41M +$38.3K +665 +3%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$1.39M -$1.1M -19,162 -44%
MWM
118
McNaughton Wealth Management
California
$1.39M +$36.2K +629 +3%
CAM
119
Clark Asset Management
New Hampshire
$1.38M +$21.2K +368 +2%
HWA
120
HCR Wealth Advisors
California
$1.36M +$28.4K +493 +2%
Empower Advisory Group
121
Empower Advisory Group
Colorado
$1.34M +$137K +2,371 +11%
CAG
122
Curtis Advisory Group
California
$1.32M +$29.8K +518 +2%
WANY
123
Wealthspire Advisors (New York)
New York
$1.31M +$1.3M +22,517 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$1.19M +$1.18M +20,506 New
MWM
125
Merriman Wealth Management
Washington
$1.18M +$4.15K +72 +0.4%