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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIG
151
Cairn Investment Group
Washington
$251K +$251K +4,012 New
MCCP
152
Mission Creek Capital Partners
California
$250K
PWM
153
Perigon Wealth Management
California
$248K +$938 +15 +0.4%
OWA
154
One Wealth Advisors
California
$236K
GAM
155
Gemmer Asset Management
California
$234K +$167K +2,674 +253%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$231K +$12.8K +205 +6%
22CM
157
20/20 Capital Management
California
$229K
Lido Advisors
158
Lido Advisors
California
$225K
PAG
159
Private Advisor Group
New Jersey
$223K
HAS
160
HBW Advisory Services
California
$221K -$102K -1,634 -32%
TFS
161
TrustCore Financial Services
Tennessee
$220K +$220K +3,512 New
AIP
162
Ameritas Investment Partners
Nebraska
$209K +$14.7K +235 +8%
AM
163
Atwater Malick
Pennsylvania
$205K
CAG
164
Crestwood Advisors Group
Massachusetts
$205K
PFO
165
Pathstone Family Office
New Jersey
$205K
DCM
166
Dimension Capital Management
Florida
$204K
MM
167
Main Management
California
$189K
SB
168
Strategic Blueprint
Georgia
$164K +$164K +2,619 New
BFO
169
Biltmore Family Office
North Carolina
$138K
US Bancorp
170
US Bancorp
Minnesota
$126K
JWBC
171
John W. Brooker & Co
California
$120K +$120K +1,923 New
GRP
172
Global Retirement Partners
California
$119K
BBHC
173
Brown Brothers Harriman & Co
New York
$88K
NFG
174
Next Financial Group
Texas
$83K +$6.25K +100 +8%
WTC
175
WhitTier Trust Company
Nevada
$79K