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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
151
WealthPlan Investment Management
Nebraska
$1.31M -$90.6K -1,570 -6%
UCFA
152
United Capital Financial Advisors
Texas
$1.3M +$168K +2,906 +14%
HWA
153
HCR Wealth Advisors
California
$1.25M +$40.4K +700 +3%
AF
154
Allworth Financial
California
$1.23M +$77.6K +1,345 +7%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$1.21M -$79.9K -1,385 -6%
AMG
156
APS Management Group
California
$1.21M +$167K +2,895 +16%
JBA
157
Johnson Bixby & Associates
Washington
$1.17M
II
158
Impact Investors
California
$1.14M +$225K +3,893 +24%
KAS
159
Kestra Advisory Services
Texas
$1.14M -$188K -3,266 -14%
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$31K +537 +3%
THL
161
Tillman Hartley LLC
Colorado
$1.09M
Renaissance Technologies
162
Renaissance Technologies
New York
$1.06M -$5.42M -93,900 -83%
VFP
163
Vilga Financial Planning
New Jersey
$1.06M +$81.7K +1,416 +8%
IA
164
IFC Advisors
California
$1.02M -$74K -1,282 -7%
REMPR
165
Roof Eidam Maycock Peralta (REMP)
California
$1.02M
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$1.01M -$307K -5,327 -23%
SIG
167
Spinnaker Investment Group
California
$975K -$280K -4,853 -22%
CAM
168
Cresset Asset Management
Illinois
$968K +$982K +17,028 New
LNWTC
169
Laird Norton Wetherby Trust Company
Washington
$953K -$36.9K -639 -4%
NAS
170
NWF Advisory Services
California
$907K +$44.6K +773 +5%
ACP
171
Argyle Capital Partners
California
$903K
LI
172
LifeWealth Investments
Florida
$899K
GWS
173
Greykasell Wealth Strategies
California
$866K
Franklin Resources
174
Franklin Resources
California
$852K +$864K +14,980 New
WN
175
Williams & Novak
California
$843K -$160K -2,770 -16%