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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
301
PNC Financial Services Group
Pennsylvania
$19.8K +$19.9K +351 New
EWA
302
EverSource Wealth Advisors
Alabama
$19.7K +$19.9K +351 New
WCM
303
Winthrop Capital Management
Indiana
$14K – – –
PWA
304
Physician Wealth Advisors
Utah
$8.78K – – –
PS
305
Principal Securities
Iowa
$7.91K – – –
LAMC
306
Longview Asset Management (California)
California
$4.73K +$1.02K +18 +27%
PWM
307
Parkworth Wealth Management
California
$3.74K -$57.9K -1,019 -94%
HI
308
Harbour Investments
Wisconsin
$3.42K – – –
HI
309
Horizon Investments
North Carolina
$2.41K +$57 +1 +2%
APM
310
a16z Perennial Management
California
– -$23.9M -226,366 Closed
LCM
311
Leisure Capital Management
California
– -$1.39M -24,353 Closed
TDWM
312
Topel & Distasi Wealth Management
California
– -$973K -16,993 Closed
EGM
313
Engineers Gate Manager
New York
– -$959K -16,746 Closed
CAM
314
Cresset Asset Management
Illinois
– -$757K -13,210 Closed
Pathstone Holdings
315
Pathstone Holdings
New Jersey
– -$702K -12,367 Closed
Millennium Management
316
Millennium Management
New York
– -$588K -10,264 Closed
IWM
317
Integris Wealth Management
California
– -$528K -9,213 Closed
WAS
318
WESPAC Advisors SoCal
California
– -$450K -7,857 Closed
CCG
319
Catalina Capital Group
California
– -$422K -7,363 Closed
PF
320
Prosperitas Financial
California
– -$359K -6,264 Closed
MF
321
Manuka Financial
Virginia
– -$335K -5,845 Closed
FAN
322
Financial Advisors Network
California
– -$238K -4,156 Closed
WGC
323
Watts Gwilliam & Co
Arizona
– -$235K -4,125 Closed
NAS
324
NWF Advisory Services
California
– -$218K -3,807 Closed
CW
325
CreativeOne Wealth
Kansas
– -$207K -3,610 Closed