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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
176
Whitegate Investment Counselors
New Hampshire
$368K -$78.1K -1,400 -18%
Lido Advisors
177
Lido Advisors
California
$365K -$60.7K -1,087 -15%
FWP
178
Falcon Wealth Planning
California
$357K +$18.3K +328 +6%
VST
179
Van Strum & Towne
California
$353K
PF
180
Prosperitas Financial
California
$340K +$4.35K +78 +1%
SRWM
181
Shira Ridge Wealth Management
California
$334K +$322K +5,767 New
Bank of New York Mellon
182
Bank of New York Mellon
New York
$331K +$319K +5,720 New
PTC
183
Private Trust Company
Ohio
$330K +$725 +13 +0.2%
AWM
184
Abound Wealth Management
Tennessee
$324K +$312K +5,599 New
KCM
185
KM Capital Management
Texas
$324K +$9.82K +176 +3%
Citadel Advisors
186
Citadel Advisors
Florida
$323K +$311K +5,569 New
DIA
187
Davidson Investment Advisors
Montana
$322K -$38.2K -685 -11%
OC
188
Oppenheimer & Co
New York
$320K
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$314K +$302K +5,412 New
SCM
190
SOL Capital Management
Maryland
$307K +$296K +5,300 New
IWC
191
Integrated Wealth Concepts
Massachusetts
$304K +$66.1K +1,184 +29%
DWM
192
Destination Wealth Management
California
$301K -$707K -12,665 -71%
AWS
193
Atria Wealth Solutions
New York
$301K +$290K +5,190 New
SVWG
194
Shared Vision Wealth Group
United States
$299K +$288K +5,153 New
AF
195
Allworth Financial
California
$285K +$169K +3,026 +160%
PA
196
PFG Advisors
Arizona
$280K +$38.7K +693 +17%
NRI
197
NFP Retirement Inc
California
$279K +$269K +4,815 New
SWP
198
Stratos Wealth Partners
Ohio
$275K -$22.5M -402,307 -99%
NFG
199
Northeast Financial Group
Pennsylvania
$271K +$20.9K +375 +9%
Citigroup
200
Citigroup
New York
$267K +$27.9K +500 +12%