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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
151
Lido Advisors
California
$372K -$2.49M -43,843 -87%
EA
152
Eclectic Associates
California
$370K -$1.59M -28,034 -81%
CA
153
Calton & Associates
Florida
$358K +$284 +5 +0.1%
Vanguard Personalized Indexing Management
154
Vanguard Personalized Indexing Management
California
$353K +$349K +6,140 New
BRWA
155
B. Riley Wealth Advisors
Florida
$349K -$187K -3,285 -35%
KAS
156
Kestra Advisory Services
Texas
$339K +$1.25K +22 +0.4%
JF
157
JSF Financial
California
$337K +$334K +5,874 New
WCG
158
Weaver Consulting Group
California
$322K +$57 +1 +0%
OC
159
Oppenheimer & Co
New York
$317K
CC
160
Callan Capital
California
$313K +$311K +5,459 New
PFS
161
Prospera Financial Services
Texas
$305K -$113K -1,987 -27%
WW
162
Westshore Wealth
California
$301K +$1.54K +27 +0.5%
GWS
163
Glassman Wealth Services
Virginia
$300K
CCG
164
Coastwise Capital Group
California
$294K
JP Morgan Chase
165
JP Morgan Chase
New York
$287K +$171 +3 +0.1%
DIA
166
Davidson Investment Advisors
Montana
$284K +$281K +4,938 New
TBWA
167
Three Bridge Wealth Advisors
California
$283K +$2.05K +36 +0.7%
AFA
168
Arlington Financial Advisors
California
$281K +$279K +4,902 New
BCP
169
Blue Chip Partners
Michigan
$276K +$1.02K +18 +0.4%
TSS
170
Two Sigma Securities
New York
$271K +$268K +4,715 New
RFP
171
Root Financial Partners
California
$270K +$267K +4,695 New
WC
172
Weil Company
California
$269K -$121K -2,130 -31%
PTC
173
Private Trust Company
Ohio
$269K +$96.1K +1,690 +56%
CG
174
Colony Group
Massachusetts
$247K
EH
175
Equitable Holdings
New York
$242K +$910 +16 +0.4%