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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
101
Hanson & Doremus Investment Management
Vermont
$31K – – –
EWM
102
Elmwood Wealth Management
California
$29.4K +$29.5K +504 New
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$29K – – –
CDIA
104
Capital Directions Investment Advisors
Georgia
$15K +$15.4K +264 New
AF
105
Allworth Financial
California
$11K – – –
AIP
106
Ameritas Investment Partners
Nebraska
$11K – – –
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
BC
108
Bartlett & Co
Ohio
$9K – – –
BCWM
109
Bartlett & Co Wealth Management
Ohio
$8.76K +$8.77K +150 New
Northern Trust
110
Northern Trust
Illinois
$7K – – –
WAM
111
Watermark Asset Management
California
$5K +$5.26K +90 New
BTS
112
BB&T Securities
Virginia
– -$3.28M -55,443 Closed
Principal Financial Group
113
Principal Financial Group
Iowa
– -$3.02M -51,000 Closed
Mariner
114
Mariner
Kansas
– -$1.89M -31,874 Closed
Goldman Sachs
115
Goldman Sachs
New York
– -$1.27M -21,462 Closed
CAN
116
Cetera Advisor Networks
California
– -$224K -3,790 Closed
CCM
117
Coldstream Capital Management
Washington
– -$217K -3,668 Closed
HCM
118
Hollencrest Capital Management
California
– -$202K -3,411 Closed
Creative Planning
119
Creative Planning
Kansas
– -$201K -3,399 Closed
CA
120
Calton & Associates
Florida
– -$198K -3,371 Closed