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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
226
Fort Point Capital Partners
California
$351K
EW
227
Elyxium Wealth
California
$347K
LNB
228
Ledyard National Bank
$344K +$345K +6,000 New
Lido Advisors
229
Lido Advisors
California
$336K -$28.2K -490 -8%
Fisher Asset Management
230
Fisher Asset Management
Washington
$336K -$13.5K -234 -4%
MF
231
Manuka Financial
Virginia
$335K +$336K +5,845 New
KCM
232
KM Capital Management
Texas
$330K +$3.16K +55 +1%
PA
233
PFG Advisors
Arizona
$328K +$15.6K +272 +5%
PIA
234
Perennial Investment Advisors
California
$327K -$15.9K -276 -5%
FF
235
Fortitude Financial
Washington
$326K +$327K +5,694 New
KWM
236
Kingsview Wealth Management
Oregon
$326K -$5.75K -100 -2%
T
237
Tidemark
California
$318K +$259K +4,498 +428%
TPWA
238
Twin Peaks Wealth Advisors
California
$314K +$315K +5,478 New
QPWM
239
Quadrant Private Wealth Management
Pennsylvania
$312K +$313K +5,452 New
SPIA
240
Steward Partners Investment Advisory
New York
$310K +$518 +9 +0.2%
WWP
241
Wise Wealth Partners
Arizona
$306K +$307K +5,342 New
TWCA
242
Two West Capital Advisors
Kansas
$300K +$301K +5,231 New
LJAC
243
L.J. Altfest & Co
New York
$299K
LEA
244
Legacy Edge Advisors
New York
$298K
Citigroup
245
Citigroup
New York
$292K +$14.4K +250 +5%
CA
246
Clune & Associates
Illinois
$289K +$290K +5,044 New
CTA
247
Chesley Taft & Associates
Illinois
$284K -$8.63K -150 -3%
I
248
IMPACTfolio
Colorado
$280K +$15.5K +270 +6%
NRI
249
NFP Retirement Inc
California
$276K
SWP
250
Stratos Wealth Partners
Ohio
$272K