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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
151
Atlas Capital Advisors
Wyoming
$432K +$70.1K +1,247 +19%
WIC
152
Whitegate Investment Counselors
New Hampshire
$425K
Lido Advisors
153
Lido Advisors
California
$405K +$50.8K +903 +14%
BJL
154
Brighton Jones LLC
Washington
$394K +$113 +2 +0%
SCM
155
Stordahl Capital Management
Colorado
$393K +$403K +7,162 New
TDWM
156
Topel & Distasi Wealth Management
California
$391K +$7.99K +142 +2%
HWM
157
HB Wealth Management
Georgia
$388K
PCTC
158
Perkins Coie Trust Company
Washington
$385K
CSIC
159
Clifford Swan Investment Counsel
California
$384K
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$371K +$1.18K +21 +0.3%
CTWM
161
Cherry Tree Wealth Management
Minnesota
$366K
GAM
162
Gemmer Asset Management
California
$362K +$1.97K +35 +0.5%
ERIM
163
Eagle Ridge Investment Management
Connecticut
$361K -$250K -4,443 -40%
NA
164
NewEdge Advisors
Louisiana
$360K +$2.14K +38 +0.6%
WS
165
Wedbush Securities
California
$358K
DIA
166
Davidson Investment Advisors
Montana
$343K +$24.1K +429 +7%
PF
167
Prosperitas Financial
California
$339K +$348K +6,186 New
VST
168
Van Strum & Towne
California
$335K
FWP
169
Falcon Wealth Planning
California
$319K -$46.3K -823 -12%
PTC
170
Private Trust Company
Ohio
$312K +$450 +8 +0.1%
OC
171
Oppenheimer & Co
New York
$303K
KCM
172
KM Capital Management
Texas
$297K +$6.81K +121 +2%
KAS
173
Kestra Advisory Services
Texas
$294K -$32.3K -574 -10%
WW
174
Westshore Wealth
California
$292K +$3.04K +54 +1%
EA
175
Eclectic Associates
California
$282K -$45.3K -805 -14%