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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
176
Cardiff Park Advisors
California
$162K +$481 +8 +0.3%
US Bancorp
177
US Bancorp
Minnesota
$117K – – –
JWBC
178
John W. Brooker & Co
California
$103K – – –
GRP
179
Global Retirement Partners
California
$101K +$108K +1,789 New
MCC
180
Money Concepts Capital
Florida
$95K +$98.7K +1,640 New
BBHC
181
Brown Brothers Harriman & Co
New York
$81K – – –
APA
182
American Portfolios Advisors
New York
$71.1K +$181 +3 +0.2%
FFA
183
Founders Financial Alliance
North Carolina
$58K – – –
GAM
184
Gemmer Asset Management
California
$47K -$177K -2,940 -78%
PO
185
Private Ocean
California
$45K +$60 +1 +0.1%
BFO
186
Biltmore Family Office
North Carolina
$41K – – –
EW
187
Evoke Wealth
California
$26K – – –
First Manhattan
188
First Manhattan
New York
$21K – – –
AF
189
Allworth Financial
California
$19K -$25.3K -421 -57%
EI
190
Ellevest Inc
New York
$12K – – –
CAL
191
Capital Analysts LLC
Pennsylvania
$6K – – –
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$5K -$62.7K -1,042 -92%
WIM
193
Westside Investment Management
California
$1.4K -$76.7K -1,275 -5%
Principal Financial Group
194
Principal Financial Group
Iowa
– -$3.39M -54,424 Closed
PCMC
195
Paragon Capital Management (Colorado)
Colorado
– -$1.76M -28,174 Closed
MPW
196
Monterey Private Wealth
California
– -$1.04M -16,627 Closed
LWAC
197
Laurel Wealth Advisors (California)
California
– -$946K -15,187 Closed
AssetMark Inc
198
AssetMark Inc
California
– -$769K -12,331 Closed
ACA
199
Affinity Capital Advisors
California
– -$545K -8,741 Closed
LGWM
200
Litman Gregory Wealth Management
California
– -$482K -7,727 Closed