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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gemmer Asset Management
California
$365K +$2.22K +40 +0.6%
Stifel Financial
152
Stifel Financial
Missouri
$359K -$89.9K -1,620 -20%
CA
153
Calton & Associates
Florida
$350K +$346K +6,235 New
MML Investors Services
154
MML Investors Services
Massachusetts
$343K -$1.62M -29,131 -83%
BA
155
Bristlecone Advisors
Washington
$335K
KAS
156
Kestra Advisory Services
Texas
$330K +$48.9K +881 +18%
WCG
157
Weaver Consulting Group
California
$314K +$166 +3 +0.1%
MPM
158
Meritage Portfolio Management
Kansas
$312K
OC
159
Oppenheimer & Co
New York
$310K +$71.4K +1,286 +30%
BZWA
160
Blue Zone Wealth Advisors
California
$303K -$520K -9,373 -63%
GWS
161
Glassman Wealth Services
Virginia
$293K
WW
162
Westshore Wealth
California
$293K +$290K +5,220 New
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$291K +$288K +5,184 New
CCG
164
Coastwise Capital Group
California
$287K
JP Morgan Chase
165
JP Morgan Chase
New York
$281K
CAM
166
Caprin Asset Management
Virginia
$277K
TBWA
167
Three Bridge Wealth Advisors
California
$274K +$271K +4,891 New
BCP
168
Blue Chip Partners
Michigan
$269K +$266K +4,787 New
PWLP
169
Prio Wealth Limited Partnership
Massachusetts
$258K
CG
170
Colony Group
Massachusetts
$241K
AWM
171
Apollon Wealth Management
South Carolina
$237K +$234K +4,220 New
EH
172
Equitable Holdings
New York
$236K +$17.5K +315 +8%
IA
173
IFP Advisors
Florida
$235K +$1.55K +28 +0.7%
MCCP
174
Mission Creek Capital Partners
California
$224K
BCPWM
175
Bradley & Co Private Wealth Management
Florida
$224K +$8.82K +159 +4%