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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
126
Foronjy Financial
California
$1.57M +$1.56M +28,077 New
RPCA
127
Running Point Capital Advisors
California
$1.55M +$58.3K +1,050 +4%
MCM
128
MAI Capital Management
Ohio
$1.53M -$285K -5,128 -16%
Empower Advisory Group
129
Empower Advisory Group
Colorado
$1.53M +$107K +1,932 +8%
PA
130
Parallel Advisors
California
$1.51M -$3.3M -59,481 -69%
CF
131
Conquis Financial
California
$1.51M +$451K +8,125 +43%
TW
132
Towerpoint Wealth
California
$1.5M -$6.16K -111 -0.4%
KAS
133
Kestra Advisory Services
Texas
$1.47M +$421K +7,579 +40%
CAG
134
Curtis Advisory Group
California
$1.47M +$344K +6,192 +31%
DAS
135
Dynamic Advisor Solutions
Arizona
$1.44M -$161K -2,898 -10%
SI
136
SimpliFi Inc
California
$1.44M +$64.8K +1,168 +5%
MWM
137
McNaughton Wealth Management
California
$1.42M -$283K -5,094 -17%
QCM
138
Quantinno Capital Management
New York
$1.39M +$1.39M +24,961 New
FFG
139
Fiduciary Financial Group
California
$1.39M +$501K +9,022 +57%
EWM
140
Empirical Wealth Management
Washington
$1.35M -$538K -9,691 -29%
IA
141
IFC Advisors
California
$1.35M +$52.2K +941 +4%
HWA
142
HCR Wealth Advisors
California
$1.34M +$13.4K +241 +1%
CAM
143
Clark Asset Management
New Hampshire
$1.31M -$149K -2,675 -10%
ACP
144
Argyle Capital Partners
California
$1.27M -$29.6K -533 -2%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$151K +2,718 +14%
GKWIM
146
Gerber Kawasaki Wealth & Investment Management
California
$1.26M +$140K +2,528 +13%
MAWA
147
Moss Adams Wealth Advisors
Washington
$1.24M
IC
148
IEQ Capital
California
$1.22M +$3.5K +63 +0.3%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$1.22M -$168K -3,030 -12%
SAM
150
Smartleaf Asset Management
Massachusetts
$1.2M +$770K +13,872 +179%