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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
126
Buckingham Strategic Wealth
Missouri
$986K -$46.7K -837 -5%
OIA
127
OneDigital Investment Advisors
Kansas
$926K +$248K +4,437 +38%
ODA
128
One Degree Advisors
California
$926K +$899K +16,107 New
AWM
129
AE Wealth Management
Kansas
$908K +$882K +15,806 New
NCM
130
Neumann Capital Management
California
$882K +$313K +5,600 +58%
FAIM
131
Financial Advocates Investment Management
Washington
$834K +$804K +14,402 New
CPSC
132
Carl P. Sherr & Co
Massachusetts
$824K +$30.9K +553 +4%
VA
133
Valmark Advisers
Ohio
$818K
JSW
134
Journey Strategic Wealth
New Jersey
$808K -$1.19M -21,357 -61%
KW
135
KWB Wealth
California
$749K -$31.8K -570 -4%
NW
136
NewEdge Wealth
Pennsylvania
$742K -$79.5K -1,425 -10%
Wealthfront Advisers
137
Wealthfront Advisers
California
$737K -$446K -7,996 -39%
OCM
138
One Capital Management
California
$730K -$15.6K -280 -2%
IWM
139
Integris Wealth Management
California
$709K -$64.4K -1,154 -9%
APP
140
Avantax Planning Partners
Iowa
$707K +$463K +8,300 +213%
Fisher Asset Management
141
Fisher Asset Management
Washington
$701K +$122K +2,191 +22%
NA
142
NewEdge Advisors
Louisiana
$676K +$291K +5,220 +80%
IAG
143
Investment Advisory Group
Massachusetts
$661K
Jane Street
144
Jane Street
New York
$638K -$27.2M -487,313 -98%
CW
145
CreativeOne Wealth
Kansas
$633K -$114K -2,047 -16%
TDWM
146
Topel & Distasi Wealth Management
California
$632K +$211K +3,773 +53%
HW
147
Hamilton Wealth
California
$622K +$375K +6,713 +167%
MFWM
148
Motley Fool Wealth Management
Virginia
$609K
MCM
149
Mattern Capital Management
Colorado
$600K -$24.4K -438 -4%
MPCL
150
My Personal CFO LLC
Washington
$579K