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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODA
126
One Degree Advisors
California
$981K +$22.4K +393 +2%
TDWM
127
Topel & Distasi Wealth Management
California
$967K
Wealthfront Advisers
128
Wealthfront Advisers
California
$965K -$6.32K -111 -0.6%
NCM
129
Neumann Capital Management
California
$956K -$411K -7,220 -30%
AWM
130
AE Wealth Management
Kansas
$899K
VA
131
Valmark Advisers
Ohio
$870K +$50K +878 +6%
RJA
132
Raymond James & Associates
Florida
$822K +$822K +14,453 New
CPSC
133
Carl P. Sherr & Co
Massachusetts
$809K
TC
134
TownSquare Capital
Utah
$776K +$68.2K +1,198 +10%
Stifel Financial
135
Stifel Financial
Missouri
$769K +$19.6K +344 +3%
Comerica Bank
136
Comerica Bank
Texas
$763K +$124K +2,175 +19%
DWM
137
Destination Wealth Management
California
$761K +$142K +2,496 +23%
KW
138
KWB Wealth
California
$744K
ASG
139
Ariston Services Group
California
$732K
TF
140
Tenon Financial
New Jersey
$728K
AP
141
Adero Partners
California
$698K +$235K +4,123 +51%
APP
142
Avantax Planning Partners
Iowa
$694K
FMTC
143
Farmers & Merchants Trust Company
California
$681K -$22.6K -397 -3%
IWC
144
Integrated Wealth Concepts
Massachusetts
$662K +$250K +4,393 +61%
DIA
145
Davidson Investment Advisors
Montana
$656K +$208K +3,650 +46%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$655K +$100K +1,757 +18%
TBWA
147
Three Bridge Wealth Advisors
California
$650K -$13.5K -238 -2%
IAG
148
Investment Advisory Group
Massachusetts
$648K
BA
149
Bristlecone Advisors
Washington
$639K +$29.4K +516 +5%
MCM
150
Mattern Capital Management
Colorado
$634K +$26.5K +466 +4%