MUC icon

BlackRock MuniHoldings California Quality Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
126
DHJJ Financial Advisors
Illinois
$15.5K – – –
PWPS
127
Pinnacle Wealth Planning Services
Ohio
$15.4K – – –
RIL
128
Rothschild Investment LLC
Illinois
$14.3K +$194 +18 +1%
SAM
129
Smartleaf Asset Management
Massachusetts
$12K – – –
HWP
130
Highline Wealth Partners
California
$11.3K – – –
MWM
131
Mosley Wealth Management
California
$10.4K +$248 +23 +2%
MWM
132
Mascoma Wealth Management
New Hampshire
$7.78K – – –
NSG
133
Nalls Sherbakoff Group
Tennessee
$4.51K – – –
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$4.34K – – –
BWM
135
Bullock Wealth Management
Indiana
$1.66K +$32 +3 +2%
EW
136
Evoke Wealth
California
– -$4.19M -401,081 Closed
VCM
137
Vivaldi Capital Management
Illinois
– -$710K -68,301 Closed
PFS
138
Prospera Financial Services
Texas
– -$419K -40,300 Closed
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
– -$194K -18,638 Closed
APP
140
Avantax Planning Partners
Iowa
– -$188K -18,034 Closed
Goldman Sachs
141
Goldman Sachs
New York
– -$178K -17,112 Closed
EWA
142
EP Wealth Advisors
California
– -$166K -15,982 Closed
Mariner
143
Mariner
Kansas
– -$139K -13,343 Closed
GSEP
144
Golden State Equity Partners
California
– -$126K -12,127 Closed
OWA
145
Octavia Wealth Advisors
Ohio
– -$118K -11,268 Closed
TSS
146
Two Sigma Securities
New York
– -$112K -10,803 Closed
WW
147
Westshore Wealth
California
– -$112K -10,748 Closed
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
– -$110K -10,550 Closed
WOSD
149
WFA of San Diego
California
– -$26.1K -2,513 Closed
CVM
150
Cheviot Value Management
California
– -$17.9K -1,718 Closed