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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
151
Bristlecone Advisors
Washington
$569K +$29.9K +536 +6%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$554K -$24.3K -435 -4%
SFFS
153
Stonehage Fleming Financial Services
Jersey
$549K
Goldman Sachs
154
Goldman Sachs
New York
$545K -$54.8K -982 -9%
TBWA
155
Three Bridge Wealth Advisors
California
$539K +$241K +4,327 +87%
BJL
156
Brighton Jones LLC
Washington
$527K +$106K +1,900 +26%
FMTC
157
Farmers & Merchants Trust Company
California
$518K +$251K +4,499 +101%
Comerica Bank
158
Comerica Bank
Texas
$510K -$4.97K -89 -1%
AP
159
Adero Partners
California
$497K
ACI
160
Alpha Cubed Investments
California
$491K
CCM
161
Coldstream Capital Management
Washington
$481K
WWP
162
Waypoint Wealth Partners
California
$464K -$10.3K -185 -2%
IC
163
IEQ Capital
California
$462K +$3.74K +67 +0.8%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$450K -$244K -4,381 -36%
NL
165
NDWM LLC
California
$431K +$415K +7,438 New
KWM
166
Kingsview Wealth Management
Oregon
$412K -$215K -3,851 -35%
CSIC
167
Clifford Swan Investment Counsel
California
$406K
ACA
168
Atlas Capital Advisors
Wyoming
$395K -$59.5K -1,067 -14%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$389K -$3.07K -55 -0.8%
CTWM
170
Cherry Tree Wealth Management
Minnesota
$386K
MWS
171
Maxwell Wealth Strategies
California
$382K +$368K +6,599 New
ERIM
172
Eagle Ridge Investment Management
Connecticut
$381K -$223 -4 -0.1%
LPP
173
Life Planning Partners
Florida
$380K +$366K +6,561 New
WS
174
Wedbush Securities
California
$378K
CFC
175
Client First Capital
California
$375K -$625K -11,196 -63%