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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HB Wealth Management
Georgia
$400K
PAM
127
Private Asset Management
California
$390K +$113K +2,000 +41%
BJL
128
Brighton Jones LLC
Washington
$387K
CSIC
129
Clifford Swan Investment Counsel
California
$383K
TWM
130
Titus Wealth Management
California
$366K +$847 +15 +0.2%
GAM
131
Gemmer Asset Management
California
$364K +$318K +5,624 +688%
WCG
132
Weaver Consulting Group
California
$355K +$56 +1 +0%
WCP
133
Wick Capital Partners
Pennsylvania
$344K +$345K +6,100 New
CW
134
CreativeOne Wealth
Kansas
$339K -$3.11K -55 -0.9%
WWA
135
WCG Wealth Advisors
Nevada
$331K +$331K +5,861 New
KAS
136
Kestra Advisory Services
Texas
$318K -$11.9K -211 -4%
MPM
137
Meritage Portfolio Management
Kansas
$314K
PTC
138
Private Trust Company
Ohio
$299K +$299K +5,295 New
GWS
139
Glassman Wealth Services
Virginia
$295K
CAM
140
Caprin Asset Management
Virginia
$294K
CCG
141
Coastwise Capital Group
California
$289K +$289K +5,118 New
JP Morgan Chase
142
JP Morgan Chase
New York
$282K
VCP
143
Verus Capital Partners
Arizona
$266K +$56 +1 +0%
CT
144
Columbia Trust
Oregon
$263K
SCG
145
Sonata Capital Group
Washington
$261K
IFG
146
Independent Financial Group
California
$261K -$9.66K -171 -4%
PWLP
147
Prio Wealth Limited Partnership
Massachusetts
$260K
EA
148
Eclectic Associates
California
$257K
CG
149
Colony Group
Massachusetts
$243K +$243K +4,303 New
EWM
150
EPG Wealth Management
Georgia
$241K +$1.07K +19 +0.4%