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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KGP
151
Keystone Global Partners
Colorado
$1.3M -$32.7K -571 -2%
WIM
152
WealthPlan Investment Management
Nebraska
$1.29M -$39.3K -687 -3%
UCFA
153
United Capital Financial Advisors
Texas
$1.28M -$44.4K -775 -3%
IA
154
IFC Advisors
California
$1.27M +$242K +4,224 +24%
II
155
Impact Investors
California
$1.27M +$114K +1,995 +10%
MWM
156
McNaughton Wealth Management
California
$1.23M -$108K -1,886 -8%
AF
157
Allworth Financial
California
$1.23M -$14.4K -252 -1%
HWA
158
HCR Wealth Advisors
California
$1.2M -$66.4K -1,160 -5%
PWS
159
Precision Wealth Strategies
Missouri
$1.2M +$1.2M +20,897 New
HSBC Holdings
160
HSBC Holdings
United Kingdom
$1.2M -$20.1K -351 -2%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$1.19M +$74K +1,293 +7%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$177K +3,100 +18%
JBA
163
Johnson Bixby & Associates
Washington
$1.19M
PDL
164
Portfolio Design Labs
California
$1.18M +$374K +6,539 +47%
FPAS
165
Focus Partners Advisor Solutions
Missouri
$1.18M -$274K -4,783 -19%
IC
166
IEQ Capital
California
$1.15M -$782K -13,656 -41%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$1.14M +$450K +7,863 +66%
THL
168
Tillman Hartley LLC
Colorado
$1.1M
VFP
169
Vilga Financial Planning
New Jersey
$1.07M
KAS
170
Kestra Advisory Services
Texas
$1.07M -$85.9K -1,501 -8%
DPI
171
Diversified Portfolios Inc
Michigan
$1.05M +$233K +4,061 +29%
NA
172
NewEdge Advisors
Louisiana
$1.04M -$818K -14,292 -44%
GSWM
173
Golden State Wealth Management
California
$1.03M +$925K +16,151 +920%
REMPR
174
Roof Eidam Maycock Peralta (REMP)
California
$1.03M
VAF
175
Values Added Financial
District of Columbia
$1.02M +$163K +2,840 +19%