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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$255K +$92.3K +1,620 +57%
WCG
177
Weaver Consulting Group
California
$249K -$69.6K -1,222 -22%
CG
178
Colony Group
Massachusetts
$245K
AWM
179
Apollon Wealth Management
South Carolina
$240K
PIA
180
Perennial Investment Advisors
California
$239K +$57 +1 +0%
AIP
181
Ameritas Investment Partners
Nebraska
$238K +$71.8K +1,260 +43%
Citigroup
182
Citigroup
New York
$233K +$37K +650 +19%
IA
183
IFP Advisors
Florida
$231K +$1.31K +23 +0.6%
MCCP
184
Mission Creek Capital Partners
California
$228K
BCPWM
185
Bradley & Co Private Wealth Management
Florida
$227K
APP
186
Avantax Planning Partners
Iowa
$222K
CCG
187
Coastwise Capital Group
California
$217K -$74.1K -1,300 -25%
FFM
188
Forum Financial Management
Illinois
$216K
BAAM
189
Baker Avenue Asset Management
California
$210K
HW
190
Hamilton Wealth
California
$201K +$1.08K +19 +0.5%
DJSG
191
D.J. St. Germain
Massachusetts
$195K +$195K +3,425 New
HWP
192
Highline Wealth Partners
California
$194K +$1.02K +18 +0.5%
MM
193
Main Management
California
$166K -$5.81K -102 -3%
CPA
194
Cardiff Park Advisors
California
$162K +$855 +15 +0.5%
BIA
195
Bell Investment Advisors
California
$133K +$133K +2,329 New
GRP
196
Global Retirement Partners
California
$121K -$696K -12,214 -85%
BBHC
197
Brown Brothers Harriman & Co
New York
$79.7K
TIM
198
Tortoise Investment Management
New York
$59.9K +$59.9K +1,052 New
FFA
199
Founders Financial Alliance
North Carolina
$56.5K
SPIA
200
Steward Partners Investment Advisory
New York
$55.2K +$55.3K +970 New