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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
126
Goldman Sachs
New York
$564K -$28.9K -520 -5%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$539K -$27.6K -497 -5%
Fisher Asset Management
128
Fisher Asset Management
Washington
$532K -$121K -2,183 -19%
BRWA
129
B. Riley Wealth Advisors
Florida
$525K +$17.5K +315 +3%
OPS
130
Orion Portfolio Solutions
Nebraska
$516K +$510K +9,192 New
SAG
131
SageView Advisory Group
California
$507K +$501K +9,033 New
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$506K +$291K +5,249 +139%
PCTC
133
Perkins Coie Trust Company
Washington
$505K
BOS
134
Bank of Stockton
California
$502K +$497K +8,948 New
FMN
135
Financial Management Network
California
$500K -$250K -4,509 -34%
WS
136
Wedbush Securities
California
$478K +$110K +1,986 +30%
ACI
137
Alpha Cubed Investments
California
$476K -$445K -8,025 -49%
MFG
138
Merit Financial Group
Georgia
$471K
WWP
139
Waypoint Wealth Partners
California
$459K -$3.71M -66,930 -89%
NL
140
NWAM LLC
Washington
$440K +$4.88K +88 +1%
WIC
141
Whitegate Investment Counselors
New Hampshire
$435K +$211K +3,800 +96%
MCM
142
Mattern Capital Management
Colorado
$423K -$35.1K -632 -8%
FWP
143
Falcon Wealth Planning
California
$420K -$2.44K -44 -0.6%
FC
144
FCA Corp
Texas
$409K -$2.22K -40 -0.5%
PFS
145
Prospera Financial Services
Texas
$409K -$422K -7,609 -51%
HWM
146
HB Wealth Management
Georgia
$397K
BJL
147
Brighton Jones LLC
Washington
$385K
WC
148
Weil Company
California
$383K +$378K +6,818 New
CSIC
149
Clifford Swan Investment Counsel
California
$380K
HPWA
150
Hall Private Wealth Advisors
North Carolina
$380K