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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRPW
101
Ballast Rock Private Wealth
South Carolina
$3.12M -$1.74M -30,352 -36%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$3.12M -$954K -16,671 -24%
SAI
103
Savvy Advisors Inc
New York
$3.08M +$836K +14,595 +38%
2WWM
104
21 West Wealth Management
California
$3.05M +$170K +2,961 +6%
MCM
105
MAI Capital Management
Ohio
$2.97M -$23.9K -418 -0.8%
FTUS
106
Flow Traders U.S.
New York
$2.97M +$2.95M +51,498 New
SF
107
Seek First
California
$2.9M +$2.88M +50,270 New
WT
108
Whittier Trust
California
$2.87M -$260K -4,544 -8%
TW
109
Traveka Wealth
California
$2.85M -$15.9K -278 -0.6%
W
110
WealthCollab
Washington
$2.8M +$127K +2,214 +5%
Empower Advisory Group
111
Empower Advisory Group
Colorado
$2.75M +$525K +9,163 +24%
WIM
112
Westside Investment Management
California
$2.59M +$120K +2,097 +5%
EWM
113
Empirical Wealth Management
Washington
$2.55M +$513K +8,968 +25%
GAM
114
Gould Asset Management
California
$2.54M +$74.4K +1,300 +3%
DC
115
DeDora Capital
California
$2.51M -$315K -5,507 -11%
VT
116
Vise Technologies
New York
$2.5M +$538K +9,399 +28%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$2.48M +$2.46M +42,962 +113,058%
MFG
118
Merit Financial Group
Georgia
$2.41M +$115 +2 +0%
EPW
119
Evolve Private Wealth
California
$2.4M +$150K +2,613 +7%
SW
120
SteelPeak Wealth
California
$2.34M -$256K -4,475 -10%
PIA
121
Perennial Investment Advisors
California
$2.3M +$610K +10,660 +36%
PAG
122
Private Advisor Group
New Jersey
$2.27M +$2.26M +39,454 New
BOS
123
Bank of Stockton
California
$2.16M -$117K -2,045 -5%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$2.1M +$188K +3,286 +10%
CF
125
Conquis Financial
California
$2.08M -$13.8K -241 -0.7%