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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
151
Sowell Financial Services
Arkansas
$61K
TA
152
TFG Advisers
Michigan
$59K +$59.8K +978 New
GI
153
Gradient Investments
Minnesota
$54K
BWA
154
BDO Wealth Advisors
Florida
$53K
PO
155
Private Ocean
California
$47K +$306 +5 +0.7%
JPLA
156
Joseph P. Lucia & Associates
New York
$24K
First Manhattan
157
First Manhattan
New York
$22K +$22.1K +361 New
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$18K +$1.35K +22 +8%
AF
159
Allworth Financial
California
$12K
LWM
160
Liberty Wealth Management
California
$8K +$7.58K +124 New
KC
161
Knuff & Co
California
$7K
CAL
162
Capital Analysts LLC
Pennsylvania
$6K
DY
163
Dowling & Yahnke
California
$3K +$3.06K +50 New
WP
164
WealthShield Partners
North Carolina
$2K +$1.53K +25 New
TCWM
165
Total Clarity Wealth Management
Illinois
$2K +$2.45K +40 New
CCM
166
Coe Capital Management
Illinois
-$621K -10,140 Closed
EWF
167
Epstein & White Financial
California
-$271K -4,446 Closed
CAN
168
Claraphi Advisory Network
United States
-$264K -4,300 Closed
ACA
169
Atlas Capital Advisors
Wyoming
-$235K -3,840 Closed
DCM
170
Dimension Capital Management
Florida
-$200K -3,257 Closed
GSWM
171
Golden State Wealth Management
California
-$51K -827 Closed
EW
172
Evoke Wealth
California
-$27.7K -452 Closed
EWM
173
Elmwood Wealth Management
California
-$21K -349 Closed