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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
126
Leisure Capital Management
California
$1.39M +$1.04M +18,063 +287%
SI
127
SimpliFi Inc
California
$1.39M -$34.3K -597 -2%
ACP
128
Argyle Capital Partners
California
$1.39M +$1.39M +24,183 New
MWM
129
McNaughton Wealth Management
California
$1.38M +$11K +191 +0.8%
HWA
130
HCR Wealth Advisors
California
$1.36M +$20.3K +353 +2%
WANY
131
Wealthspire Advisors (New York)
New York
$1.35M +$60K +1,044 +5%
HW
132
Hamilton Wealth
California
$1.34M -$1.62M -28,162 -55%
IA
133
IFC Advisors
California
$1.3M +$1.3M +22,649 New
RIG
134
RiverFront Investment Group
Virginia
$1.29M +$438K +7,621 +51%
MAWA
135
Moss Adams Wealth Advisors
Washington
$1.27M +$1.28M +22,250 New
BCI
136
Brinker Capital Investments
Pennsylvania
$1.23M +$127K +2,211 +12%
OPS
137
Orion Portfolio Solutions
Nebraska
$1.23M +$127K +2,211 +12%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$1.18M +$518 +9 +0%
MWM
139
Merriman Wealth Management
Washington
$1.17M +$5.63K +98 +0.5%
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$1.14M +$39.2K +682 +4%
SOWAS
141
Silver Oak Wealth Advisors Services
California
$1.11M +$1.12M +19,424 New
AF
142
Allworth Financial
California
$1.1M +$791K +13,748 +249%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$309K +5,377 +39%
SIAG
144
Safeguard Investment Advisory Group
California
$1.08M -$65.4K -1,138 -6%
THL
145
Tillman Hartley LLC
Colorado
$1.08M
BOC
146
Blue Oak Capital
California
$1.07M +$1.08M +18,766 New
SC
147
Savant Capital
Illinois
$1.05M
Jones Financial Companies
148
Jones Financial Companies
Missouri
$1.04M +$279K +4,845 +36%
EA
149
Eclectic Associates
California
$1.04M +$45.1K +784 +5%
JSW
150
Journey Strategic Wealth
New Jersey
$1.03M -$11.6K -201 -1%