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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPM
126
Meritage Portfolio Management
Kansas
$345K
CAM
127
Caprin Asset Management
Virginia
$344K +$34K +544 +11%
MAFM
128
Mid Atlantic Financial Management
Pennsylvania
$341K +$688 +11 +0.2%
RJA
129
Raymond James & Associates
Florida
$321K -$19.3K -308 -6%
HAS
130
HBW Advisory Services
California
$321K +$63 +1 +0%
SWP
131
Stratos Wealth Partners
Ohio
$312K +$314K +5,019 New
JP Morgan Chase
132
JP Morgan Chase
New York
$311K -$381K -6,102 -55%
MCM
133
Mattern Capital Management
Colorado
$302K
CA
134
Calton & Associates
Florida
$300K +$125 +2 +0%
SCG
135
Sonata Capital Group
Washington
$288K
PWLP
136
Prio Wealth Limited Partnership
Massachusetts
$286K
AWA
137
Arkadios Wealth Advisors
Georgia
$260K +$262K +4,185 New
FAIM
138
Financial Advocates Investment Management
Washington
$255K -$69.7K -1,115 -21%
GBT
139
Grove Bank & Trust
Florida
$249K
MCCP
140
Mission Creek Capital Partners
California
$248K
PWM
141
Perigon Wealth Management
California
$245K +$192K +3,073 +352%
OWA
142
One Wealth Advisors
California
$234K -$75.8K -1,213 -24%
5L
143
55I LLC
Massachusetts
$229K +$231K +3,688 New
QAM
144
QCI Asset Management
New York
$229K +$231K +3,693 New
22CM
145
20/20 Capital Management
California
$227K
Lido Advisors
146
Lido Advisors
California
$223K -$99.2K -1,587 -31%
AIC
147
Ameritas Investment Company
Nebraska
$222K +$224K +3,580 New
PAG
148
Private Advisor Group
New Jersey
$220K +$222K +3,546 New
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$217K -$9.31K -149 -4%
VIM
150
Vista Investment Management
Pennsylvania
$214K