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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
151
VERITY Wealth Advisors
United States
$621K
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$613K
TLFA
153
True Link Financial Advisors
California
$600K +$14.2K +250 +2%
MFWM
154
Motley Fool Wealth Management
Virginia
$599K
Goldman Sachs
155
Goldman Sachs
New York
$593K -$319K -5,600 -35%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$587K +$1.48K +26 +0.3%
FAIM
157
Financial Advocates Investment Management
Washington
$582K -$253K -4,455 -30%
GKWIM
158
Gerber Kawasaki Wealth & Investment Management
California
$560K +$340K +5,974 +154%
CIP
159
Capital Insight Partners
Arizona
$553K +$553K +9,725 New
SFFS
160
Stonehage Fleming Financial Services
Jersey
$539K +$539K +9,473 New
IWM
161
Integris Wealth Management
California
$524K -$172K -3,029 -25%
BJL
162
Brighton Jones LLC
Washington
$517K +$171 +3 +0%
JFG
163
Jefferies Financial Group
New York
$510K
SVWG
164
Shared Vision Wealth Group
United States
$497K +$204K +3,585 +70%
AIM
165
Aspen Investment Management
Michigan
$496K +$99.6K +1,750 +25%
SRWM
166
Shira Ridge Wealth Management
California
$495K +$152K +2,680 +45%
CCM
167
Coldstream Capital Management
Washington
$486K +$11.5K +202 +2%
IC
168
IEQ Capital
California
$459K +$3.19K +56 +0.7%
RIG
169
RiverFront Investment Group
Virginia
$457K -$98K -1,723 -18%
WWP
170
Waypoint Wealth Partners
California
$455K
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$429K +$13.4K +236 +3%
NL
172
NDWM LLC
California
$423K
Fisher Asset Management
173
Fisher Asset Management
Washington
$416K +$47.6K +837 +13%
HWP
174
Highline Wealth Partners
California
$406K +$2.85K +50 +0.7%
CSIC
175
Clifford Swan Investment Counsel
California
$399K