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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
176
Atlas Capital Advisors
Wyoming
$222K -$137K -2,475 -39%
APP
177
Avantax Planning Partners
Iowa
$219K +$216K +3,896 New
FFM
178
Forum Financial Management
Illinois
$213K
PCIA
179
Prime Capital Investment Advisors
Kansas
$211K +$209K +3,761 New
OAM
180
Occidental Asset Management
California
$210K +$208K +3,750 New
BAAM
181
Baker Avenue Asset Management
California
$207K +$204K +3,682 New
TFS
182
TrustCore Financial Services
Tennessee
$202K +$1.39K +25 +0.7%
HWP
183
Highline Wealth Partners
California
$189K +$187K +3,373 New
Citigroup
184
Citigroup
New York
$185K -$87.3K -1,573 -32%
AIP
185
Ameritas Investment Partners
Nebraska
$171K -$9.54K -172 -5%
MM
186
Main Management
California
$169K
PTC
187
Private Trust Company
Ohio
$168K -$128K -2,308 -44%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$160K
CPA
189
Cardiff Park Advisors
California
$159K +$1.11K +20 +0.7%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$146K +$33.3K +600 +30%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$123K
GRP
192
Global Retirement Partners
California
$100K
MCC
193
Money Concepts Capital
Florida
$92K +$44.4K +800 +95%
EE
194
EWG Elevate
California
$88.9K +$88K +1,585 New
BBHC
195
Brown Brothers Harriman & Co
New York
$78.6K
MWM
196
MinichMacGregor Wealth Management
New York
$71K +$70.2K +1,265 New
BAM
197
Belpointe Asset Management
Nevada
$61.9K +$61.2K +1,103 New
FFA
198
Founders Financial Alliance
North Carolina
$55.7K
RFA
199
Resurgent Financial Advisors
Georgia
$38.8K +$38.4K +692 New
WIM
200
Westside Investment Management
California
$29.5K +$480K +8,650 +55%