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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TBWA
176
Three Bridge Wealth Advisors
California
$273K +$113 +2 +0%
FFM
177
Forum Financial Management
Illinois
$267K +$59.7K +1,062 +28%
BRWA
178
B. Riley Wealth Advisors
Florida
$261K +$788 +14 +0.3%
IA
179
IFP Advisors
Florida
$257K +$35.8K +636 +16%
WC
180
Weil Company
California
$257K
EH
181
Equitable Holdings
New York
$250K +$1.46K +26 +0.6%
FC
182
FCA Corp
Texas
$246K
FMTC
183
Farmers & Merchants Trust Company
California
$244K -$231K -4,103 -48%
BCP
184
Blue Chip Partners
Michigan
$241K -$7.93K -141 -3%
WCG
185
Weaver Consulting Group
California
$240K +$56 +1 +0%
NFG
186
Northeast Financial Group
Pennsylvania
$236K +$242K +4,297 New
AWM
187
Apollon Wealth Management
South Carolina
$231K
RWM
188
Ritholtz Wealth Management
New York
$231K +$237K +4,206 New
PIA
189
Perennial Investment Advisors
California
$230K +$56 +1 +0%
Vanguard Personalized Indexing Management
190
Vanguard Personalized Indexing Management
California
$229K -$121K -2,144 -34%
FAN
191
Financial Advisors Network
California
$228K +$234K +4,156 New
PA
192
PFG Advisors
Arizona
$227K +$233K +4,147 New
Citigroup
193
Citigroup
New York
$225K
IWC
194
Integrated Wealth Concepts
Massachusetts
$223K +$229K +4,070 New
HW
195
Hamilton Wealth
California
$221K +$27.9K +496 +14%
BCPWM
196
Bradley & Co Private Wealth Management
Florida
$219K
APP
197
Avantax Planning Partners
Iowa
$214K
BAAM
198
Baker Avenue Asset Management
California
$202K
CSWM
199
Cassady Schiller Wealth Management
Ohio
$202K +$207K +3,680 New
CCP
200
Carmel Capital Partners
California
$202K +$207K +3,679 New