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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
251
Stratos Investment Management
Ohio
$423K
NBWM
252
North Berkeley Wealth Management
California
$415K +$13.2K +231 +3%
PTC
253
Private Trust Company
Ohio
$413K +$40.9K +714 +11%
DWM
254
DeLarme Wealth Management
California
$400K +$26.6K +465 +7%
CTA
255
Chesley Taft & Associates
Illinois
$399K -$25.8K -450 -6%
SWG
256
Summit Wealth Group
Vermont
$395K
RF
257
RHS Financial
California
$389K -$7.44K -130 -2%
ZF
258
Zhang Financial
Michigan
$379K
EWA
259
Emergent Wealth Advisors
New York
$375K
RSWM
260
Robertson Stephens Wealth Management
California
$372K +$17.2K +300 +5%
MBT
261
Montecito Bank & Trust
California
$372K
VWM
262
Verus Wealth Management
Wisconsin
$369K -$8.59K -150 -2%
HI
263
Harper Investing
California
$368K +$365K +6,380 New
WIC
264
Whitegate Investment Counselors
New Hampshire
$366K
EH
265
Equitable Holdings
New York
$365K +$2.46K +43 +0.7%
TC
266
Trilogy Capital
California
$364K +$286 +5 +0.1%
CIC
267
Carnegie Investment Counsel
Ohio
$361K -$48.6K -849 -12%
SIAG
268
Safeguard Investment Advisory Group
California
$357K +$47.5K +830 +15%
SAG
269
SageView Advisory Group
California
$354K +$31.1K +544 +10%
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$352K +$330K +5,760 +1,636%
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
$352K +$318K +5,550 +995%
LNB
272
Ledyard National Bank
$346K
WWP
273
Wise Wealth Partners
Arizona
$343K +$2.35K +41 +0.7%
VHAM
274
Van Hulzen Asset Management
California
$342K +$50.1K +875 +17%
TWIM
275
TIAA Wealth Investment Management
New York
$340K +$246K +4,299 +269%