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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
SteelPeak Wealth
California
$2.71M -$691K -12,348 -21%
HWMC
102
Heritage Wealth Management (California)
California
$2.67M -$9.62K -172 -0.4%
WANY
103
Wealthspire Advisors (New York)
New York
$2.65M +$51K +912 +2%
Stifel Financial
104
Stifel Financial
Missouri
$2.59M +$423K +7,562 +20%
GAM
105
Gould Asset Management
California
$2.48M +$34.4K +615 +1%
QCM
106
Quantinno Capital Management
New York
$2.48M +$1.03M +18,438 +74%
W
107
WealthCollab
Washington
$2.38M +$147K +2,625 +7%
2WWM
108
21 West Wealth Management
California
$2.37M +$692K +12,368 +43%
WIM
109
Westside Investment Management
California
$2.25M -$41.8K -747 -2%
MFG
110
Merit Financial Group
Georgia
$2.25M +$112 +2 +0%
JSW
111
Journey Strategic Wealth
New Jersey
$2.24M +$79.9K +1,428 +4%
CF
112
Conquis Financial
California
$2.15M +$590K +10,546 +39%
ATPW
113
Ashton Thomas Private Wealth
Arizona
$2.12M +$1.3M +23,321 +168%
ME
114
McIlrath & Eck
Washington
$1.99M +$177K +3,165 +10%
EWM
115
Empirical Wealth Management
Washington
$1.94M +$547K +9,776 +40%
IWC
116
Integrated Wealth Concepts
Massachusetts
$1.89M -$58K -1,037 -3%
SAI
117
Savvy Advisors Inc
New York
$1.81M +$1.78M +31,756 New
ECM
118
Evergreen Capital Management
Washington
$1.78M -$392K -7,000 -18%
NA
119
NewEdge Advisors
Louisiana
$1.78M -$4.77M -85,274 -73%
WS
120
Wedbush Securities
California
$1.75M
FCIM
121
Fairview Capital Investment Management
California
$1.73M -$23.8K -425 -1%
MWM
122
McNaughton Wealth Management
California
$1.66M +$204K +3,639 +14%
RPCA
123
Running Point Capital Advisors
California
$1.61M +$20.4K +364 +1%
TW
124
Towerpoint Wealth
California
$1.54M +$2.8K +50 +0.2%
KAS
125
Kestra Advisory Services
Texas
$1.53M +$30.4K +544 +2%