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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
126
Safeguard Investment Advisory Group
California
$1.16M -$49.5K -859 -4%
Wealthfront Advisers
127
Wealthfront Advisers
California
$1.13M +$147K +2,550 +15%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$1.12M +$514K +8,931 +86%
BCI
129
Brinker Capital Investments
Pennsylvania
$1.12M -$157K -2,722 -12%
OPS
130
Orion Portfolio Solutions
Nebraska
$1.12M -$157K -2,722 -12%
THL
131
Tillman Hartley LLC
Colorado
$1.09M
SC
132
Savant Capital
Illinois
$1.07M
JSW
133
Journey Strategic Wealth
New Jersey
$1.06M -$19.2K -333 -2%
IWC
134
Integrated Wealth Concepts
Massachusetts
$1.05M +$374K +6,495 +56%
EA
135
Eclectic Associates
California
$1.01M
Stifel Financial
136
Stifel Financial
Missouri
$1,000K +$212K +3,681 +27%
TDWM
137
Topel & Distasi Wealth Management
California
$987K
LA
138
LM Advisors
California
$945K -$57.6K -1,000 -6%
Citadel Advisors
139
Citadel Advisors
Florida
$930K +$922K +16,012 New
AWM
140
AE Wealth Management
Kansas
$918K
VA
141
Valmark Advisers
Ohio
$918K +$28.8K +500 +3%
BCM
142
Boltwood Capital Management
California
$884K -$208K -3,610 -19%
WRPWM
143
Werba Rubin Papier Wealth Management
California
$876K -$311K -5,408 -26%
RIG
144
RiverFront Investment Group
Virginia
$862K +$392K +6,809 +85%
DWM
145
Destination Wealth Management
California
$832K +$53.8K +934 +7%
RJA
146
Raymond James & Associates
Florida
$828K -$12K -209 -1%
GC
147
Guggenheim Capital
Illinois
$827K +$820K +14,239 New
TBWA
148
Three Bridge Wealth Advisors
California
$798K +$133K +2,315 +20%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$794K +$123K +2,135 +19%
Jones Financial Companies
150
Jones Financial Companies
Missouri
$774K +$612K +10,624 +396%