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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$241K +$34.3K +608 +17%
IA
152
IFP Advisors
Florida
$232K
WLIM
153
White Lighthouse Investment Management
Massachusetts
$226K -$14.1K -250 -6%
MCCP
154
Mission Creek Capital Partners
California
$226K
HAS
155
HBW Advisory Services
California
$225K +$9.71K +172 +5%
WIC
156
Whitegate Investment Counselors
New Hampshire
$223K +$223K +3,950 New
EH
157
Equitable Holdings
New York
$222K -$3.78K -67 -2%
Wealthfront Advisers
158
Wealthfront Advisers
California
$222K +$222K +3,928 New
OCM
159
One Capital Management
California
$220K -$894K -15,831 -80%
BCPWM
160
Bradley & Co Private Wealth Management
Florida
$216K -$1.2M -21,224 -85%
FFM
161
Forum Financial Management
Illinois
$215K
Citigroup
162
Citigroup
New York
$214K +$47.4K +840 +28%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$212K +$904 +16 +0.4%
OWM
164
Opes Wealth Management
California
$208K -$8.17M -144,607 -98%
TFS
165
TrustCore Financial Services
Tennessee
$202K +$904 +16 +0.5%
CA
166
Calton & Associates
Florida
$200K -$6.5K -115 -3%
AIP
167
Ameritas Investment Partners
Nebraska
$184K -$2.26K -40 -1%
MM
168
Main Management
California
$170K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$161K
CPA
170
Cardiff Park Advisors
California
$158K +$678 +12 +0.4%
US Bancorp
171
US Bancorp
Minnesota
$114K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$113K -$96K -1,700 -46%
GRP
173
Global Retirement Partners
California
$101K
BBHC
174
Brown Brothers Harriman & Co
New York
$79K
APA
175
American Portfolios Advisors
New York
$69.3K +$339 +6 +0.5%