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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$435K -$548K -9,672 -55%
NL
127
NWAM LLC
Washington
$421K -$2.94K -52 -0.7%
FWP
128
Falcon Wealth Planning
California
$408K -$3.06K -54 -0.7%
FC
129
FCA Corp
Texas
$398K -$21.9K -386 -5%
TIAM2
130
Tru Independence Asset Management 2
Oregon
$393K
HWM
131
HB Wealth Management
Georgia
$384K
BJL
132
Brighton Jones LLC
Washington
$372K
CSIC
133
Clifford Swan Investment Counsel
California
$368K
HPWA
134
Hall Private Wealth Advisors
North Carolina
$367K +$383K +6,765 New
WS
135
Wedbush Securities
California
$354K -$113K -2,000 -23%
NLP
136
Next Level Private
New York
$354K +$365K +6,445 New
GAM
137
Gemmer Asset Management
California
$351K +$1.47K +26 +0.4%
ACA
138
Atlas Capital Advisors
Wyoming
$348K +$364K +6,425 New
Wealthfront Advisers
139
Wealthfront Advisers
California
$335K +$128K +2,253 +57%
LCM
140
Leisure Capital Management
California
$333K -$25M -442,280 -99%
BA
141
Bristlecone Advisors
Washington
$324K -$67.6K -1,194 -17%
WCG
142
Weaver Consulting Group
California
$304K -$39.1K -690 -11%
MPM
143
Meritage Portfolio Management
Kansas
$301K
PTC
144
Private Trust Company
Ohio
$287K +$396 +7 +0.1%
GWS
145
Glassman Wealth Services
Virginia
$283K
CCG
146
Coastwise Capital Group
California
$277K
KAS
147
Kestra Advisory Services
Texas
$271K -$35.2K -621 -11%
JP Morgan Chase
148
JP Morgan Chase
New York
$271K
CAM
149
Caprin Asset Management
Virginia
$268K -$14.9K -263 -5%
Citigroup
150
Citigroup
New York
$264K +$60.7K +1,073 +28%