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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TBWA
251
Three Bridge Wealth Advisors
California
$347K -$358K -6,229 -51%
QPWM
252
Quadrant Private Wealth Management
Pennsylvania
$346K +$122K +2,125 +54%
CIC
253
Carnegie Investment Counsel
Ohio
$346K -$15.7K -273 -4%
LNB
254
Ledyard National Bank
$345K
NCM
255
Neumann Capital Management
California
$345K
WWP
256
Wise Wealth Partners
Arizona
$339K +$3.1K +54 +0.9%
FPAS
257
Focus Partners Advisor Solutions
Missouri
$336K -$335K -5,839 -50%
FPCP
258
Fort Point Capital Partners
California
$332K -$50.6K -881 -13%
SAG
259
SageView Advisory Group
California
$322K +$15.1K +263 +5%
SIAG
260
Safeguard Investment Advisory Group
California
$316K -$38.9K -678 -11%
EH
261
Equitable Holdings
New York
$315K +$92.5K +1,611 +42%
WRPWM
262
Werba Rubin Papier Wealth Management
California
$310K +$2.75K +48 +0.9%
AR
263
Apeiron RIA
Texas
$301K +$300K +5,220 New
GI
264
GAMMA Investing
California
$296K +$12.1K +211 +4%
FWP
265
Falcon Wealth Planning
California
$294K -$7.98K -139 -3%
VHAM
266
Van Hulzen Asset Management
California
$291K -$1.26K -22 -0.4%
I
267
IMPACTfolio
Colorado
$288K +$2.3K +40 +0.8%
GS
268
GTS Securities
Florida
$285K +$285K +4,968 New
EWA
269
Exencial Wealth Advisors
Oklahoma
$272K
EWA
270
Emergent Wealth Advisors
New York
$272K
NRI
271
NFP Retirement Inc
California
$272K +$689 +12 +0.3%
CTWM
272
Cherry Tree Wealth Management
Minnesota
$268K
HWM
273
HB Wealth Management
Georgia
$258K
FCA
274
FLC Capital Advisors
California
$254K +$254K +4,426 New
Citigroup
275
Citigroup
New York
$253K +$5.74K +100 +2%