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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Apollon Wealth Management
South Carolina
$242K
TCA
177
Transcend Capital Advisors
New Jersey
$241K +$239K +4,200 New
PIA
178
Perennial Investment Advisors
California
$241K +$239K +4,199 New
IA
179
IFP Advisors
Florida
$236K +$853 +15 +0.4%
MCCP
180
Mission Creek Capital Partners
California
$230K
BCPWM
181
Bradley & Co Private Wealth Management
Florida
$229K
APP
182
Avantax Planning Partners
Iowa
$224K
JBA
183
Johnson Bixby & Associates
Washington
$220K +$218K +3,829 New
SRWM
184
Shira Ridge Wealth Management
California
$219K +$217K +3,818 New
FFM
185
Forum Financial Management
Illinois
$218K
ACA
186
Atlas Capital Advisors
Wyoming
$217K -$9.27K -163 -4%
BZWA
187
Blue Zone Wealth Advisors
California
$215K -$94.2K -1,655 -31%
BAAM
188
Baker Avenue Asset Management
California
$211K
HW
189
Hamilton Wealth
California
$202K +$200K +3,514 New
Citigroup
190
Citigroup
New York
$198K +$9.1K +160 +5%
HWP
191
Highline Wealth Partners
California
$194K +$740 +13 +0.4%
MM
192
Main Management
California
$173K
AIP
193
Ameritas Investment Partners
Nebraska
$167K -$7.51K -132 -4%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$164K
CPA
195
Cardiff Park Advisors
California
$163K +$626 +11 +0.4%
AAS
196
Ameritas Advisory Services
Nebraska
$81.6K +$81.2K +1,427 New
BBHC
197
Brown Brothers Harriman & Co
New York
$80.4K
FFA
198
Founders Financial Alliance
North Carolina
$56.9K
CCP
199
Carmel Capital Partners
California
$40K +$39.7K +697 New
BAM
200
Belpointe Asset Management
Nevada
$28K -$35K -616 -56%