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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
126
Brighton Jones LLC
Washington
$399K
CSIC
127
Clifford Swan Investment Counsel
California
$394K
BRWA
128
B. Riley Wealth Advisors
Florida
$393K -$2.84M -47,115 -87%
TWM
129
Titus Wealth Management
California
$376K +$481 +8 +0.1%
WCG
130
Weaver Consulting Group
California
$366K -$16.1K -267 -4%
FMTC
131
Farmers & Merchants Trust Company
California
$360K -$684K -11,370 -65%
WCWM
132
Willow Creek Wealth Management
California
$358K
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$358K -$112K -1,857 -23%
TSS
134
Two Sigma Securities
New York
$357K +$370K +6,143 New
CW
135
CreativeOne Wealth
Kansas
$353K -$34.3K -570 -9%
KAS
136
Kestra Advisory Services
Texas
$340K +$241 +4 +0.1%
WC
137
Weil Company
California
$340K +$352K +5,850 New
SEI Investments
138
SEI Investments
Pennsylvania
$337K -$2M -33,276 -85%
GBT
139
Grove Bank & Trust
Florida
$326K
MPM
140
Meritage Portfolio Management
Kansas
$323K
GWS
141
Glassman Wealth Services
Virginia
$304K -$314K -5,223 -50%
CAM
142
Caprin Asset Management
Virginia
$303K
JP Morgan Chase
143
JP Morgan Chase
New York
$291K
TAM
144
Tocqueville Asset Management
New York
$291K +$301K +5,000 New
PAM
145
Private Asset Management
California
$285K -$542K -9,010 -65%
BRWM
146
B. Riley Wealth Management
Tennessee
$282K -$19K -316 -6%
IFG
147
Independent Financial Group
California
$279K +$662 +11 +0.2%
DADC
148
D.A. Davidson & Co
Montana
$277K -$105K -1,752 -27%
SCG
149
Sonata Capital Group
Washington
$269K
PWLP
150
Prio Wealth Limited Partnership
Massachusetts
$268K