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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$1.34M -$1.34M -23,263 -50%
KAS
152
Kestra Advisory Services
Texas
$1.34M -$209K -3,640 -14%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$1.33M +$54K +940 +4%
PIA
154
Perennial Investment Advisors
California
$1.32M +$342K +5,963 +35%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$1.3M +$749K +13,049 +136%
SIG
156
Spinnaker Investment Group
California
$1.26M +$217K +3,781 +21%
HWA
157
HCR Wealth Advisors
California
$1.23M -$88.5K -1,542 -7%
CAM
158
Clark Asset Management
New Hampshire
$1.21M +$1.09K +19 +0.1%
SAM
159
Smartleaf Asset Management
Massachusetts
$1.2M +$15.2K +265 +1%
JBA
160
Johnson Bixby & Associates
Washington
$1.18M
Citadel Advisors
161
Citadel Advisors
Florida
$1.18M -$2.44M -42,456 -67%
AF
162
Allworth Financial
California
$1.17M +$105K +1,824 +10%
UCFA
163
United Capital Financial Advisors
Texas
$1.15M -$2.01K -35 -0.2%
IA
164
IFC Advisors
California
$1.1M -$244K -4,243 -18%
THL
165
Tillman Hartley LLC
Colorado
$1.1M +$20.6K +358 +2%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$1.08M
AMG
167
APS Management Group
California
$1.05M +$23K +401 +2%
IWC
168
Integrated Wealth Concepts
Massachusetts
$1.05M -$855K -14,901 -45%
SFS
169
Strategic Financial Services
New York
$1.04M +$1.03M +17,880 New
REMPR
170
Roof Eidam Maycock Peralta (REMP)
California
$1.03M
WN
171
Williams & Novak
California
$1.01M -$75.8K -1,320 -7%
IFG
172
Independent Financial Group
California
$1.01M +$43.6K +760 +5%
LNWTC
173
Laird Norton Wetherby Trust Company
Washington
$1M +$999K +17,405 New
VFP
174
Vilga Financial Planning
New Jersey
$989K +$988K +17,210 New
II
175
Impact Investors
California
$929K +$172 +3 +0%