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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
AlphaCore Capital
California
$210K +$211K +3,658 New
HWM
227
HB Wealth Management
Georgia
$208K
OC
228
Oppenheimer & Co
New York
$207K -$111K -1,925 -35%
SRCM
229
Signature Resources Capital Management
California
$204K
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$200K
WF
231
Welch & Forbes
Massachusetts
$200K
BCPWM
232
Bradley & Co Private Wealth Management
Florida
$184K -$45.1K -782 -20%
SWM
233
Spire Wealth Management
Virginia
$174K +$23.9K +415 +16%
CPA
234
Cardiff Park Advisors
California
$167K +$750 +13 +0.4%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$164K
NP
236
NorthRock Partners
Minnesota
$162K +$42.3K +733 +35%
MM
237
Main Management
California
$132K -$5.77K -100 -4%
GRP
238
Global Retirement Partners
California
$123K -$49.9K -864 -29%
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$118K -$194K -3,359 -62%
T
240
Tidemark
California
$104K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$95K +$95.7K +1,659 New
IA
242
IFP Advisors
Florida
$93.3K
AF
243
Advisornet Financial
Minnesota
$71.9K
DJSG
244
D.J. St. Germain
Massachusetts
$69K
AIP
245
Ameritas Investment Partners
Nebraska
$63K -$3K -52 -5%
FFA
246
Founders Financial Alliance
North Carolina
$57.1K
SPIA
247
Steward Partners Investment Advisory
New York
$56.8K +$231 +4 +0.4%
FFA
248
Farther Finance Advisors
California
$46.9K +$47.3K +820 New
GI
249
GAMMA Investing
California
$45.5K +$11.1K +193 +32%
RIL
250
Rothschild Investment LLC
Illinois
$43.2K +$43.3K +750 New