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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AM
151
Atwater Malick
Pennsylvania
$206K
PFO
152
Pathstone Family Office
New Jersey
$206K +$204K +3,272 New
DCM
153
Dimension Capital Management
Florida
$205K
LWAC
154
Laurel Wealth Advisors (California)
California
$205K
AIP
155
Ameritas Investment Partners
Nebraska
$193K +$3.56K +57 +2%
MM
156
Main Management
California
$189K
EFSCE
157
Enterprise Financial Services Corp (EFSC)
Missouri
$176K
BFO
158
Biltmore Family Office
North Carolina
$151K +$37.5K +600 +33%
GRP
159
Global Retirement Partners
California
$138K
US Bancorp
160
US Bancorp
Minnesota
$126K
WTC
161
WhitTier Trust Company
Nevada
$80K
NFG
162
Next Financial Group
Texas
$77K
EI
163
Ellevest Inc
New York
$76K +$437 +7 +0.6%
APA
164
American Portfolios Advisors
New York
$75.4K
GAM
165
Gemmer Asset Management
California
$72K +$5.74K +92 +9%
SFS
166
Sowell Financial Services
Arkansas
$63K
FFA
167
Founders Financial Alliance
North Carolina
$62K
CAL
168
Capital Analysts LLC
Pennsylvania
$56K +$29.9K +479 +115%
PWM
169
Perigon Wealth Management
California
$55K +$54.5K +873 New
BWA
170
BDO Wealth Advisors
Florida
$54K
PO
171
Private Ocean
California
$48K +$312 +5 +0.7%
EW
172
Evoke Wealth
California
$28K
JPLA
173
Joseph P. Lucia & Associates
New York
$25K +$25K +400 New
First Manhattan
174
First Manhattan
New York
$22K
AF
175
Allworth Financial
California
$12K