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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
226
Chesley Taft & Associates
Illinois
$393K +$117K +2,100 +42%
VWM
227
Verus Wealth Management
Wisconsin
$387K +$386K +6,950 New
MWM
228
Meridian Wealth Management
Kentucky
$386K +$45.8K +825 +14%
NBWM
229
North Berkeley Wealth Management
California
$384K -$202K -3,635 -35%
SA
230
Sovran Advisors
California
$380K -$244K -4,394 -39%
CIC
231
Carnegie Investment Counsel
Ohio
$380K +$7.61K +137 +2%
EA
232
Eclectic Associates
California
$377K -$359K -6,463 -49%
PTC
233
Private Trust Company
Ohio
$367K -$6.22K -112 -2%
SWG
234
Summit Wealth Group
Vermont
$359K
USB
235
Union Savings Bank
Connecticut
$355K +$21.1K +380 +6%
WIC
236
Whitegate Investment Counselors
New Hampshire
$354K
CTWM
237
Cherry Tree Wealth Management
Minnesota
$352K -$19.9K -358 -5%
HWP
238
Highline Wealth Partners
California
$348K -$36.1K -651 -9%
SWA
239
ShankerValleau Wealth Advisors
Illinois
$345K
SIC
240
SFE Investment Counsel
California
$340K -$71.5K -1,287 -17%
EC
241
Elequin Capital
New York
$339K +$338K +6,090 New
TC
242
Trilogy Capital
California
$339K +$337K +6,078 New
LNB
243
Ledyard National Bank
$334K
FWP
244
Falcon Wealth Planning
California
$331K -$164K -2,949 -33%
FPAS
245
Focus Partners Advisor Solutions
Missouri
$325K -$341K -6,150 -51%
WWP
246
Wise Wealth Partners
Arizona
$323K +$23.8K +428 +8%
TPWA
247
Twin Peaks Wealth Advisors
California
$317K
Fisher Asset Management
248
Fisher Asset Management
Washington
$313K -$77.1K -1,388 -20%
GSWM
249
Golden State Wealth Management
California
$296K -$86.3K -1,555 -23%
Cambridge Investment Research Advisors
250
Cambridge Investment Research Advisors
Iowa
$294K -$61.2K -1,103 -17%