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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
176
Kingsview Wealth Management
Oregon
$389K -$19.7K -342 -5%
ERIM
177
Eagle Ridge Investment Management
Connecticut
$386K +$7.56K +131 +2%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$384K
LPP
179
Life Planning Partners
Florida
$378K
Lido Advisors
180
Lido Advisors
California
$377K +$14.5K +251 +4%
WS
181
Wedbush Securities
California
$376K
NFG
182
Northeast Financial Group
Pennsylvania
$375K +$106K +1,837 +39%
MWS
183
Maxwell Wealth Strategies
California
$374K +$2.25K +39 +0.6%
Fisher Asset Management
184
Fisher Asset Management
Washington
$373K -$324K -5,619 -46%
WIC
185
Whitegate Investment Counselors
New Hampshire
$365K
LCM
186
Leisure Capital Management
California
$362K -$1.52M -26,385 -81%
PF
187
Prosperitas Financial
California
$360K
FWP
188
Falcon Wealth Planning
California
$354K
VST
189
Van Strum & Towne
California
$351K
PA
190
PFG Advisors
Arizona
$350K +$71.4K +1,237 +26%
SRWM
191
Shira Ridge Wealth Management
California
$346K +$14.5K +251 +4%
FNBSF
192
First National Bank Sioux Falls
South Dakota
$345K +$346K +6,000 New
CFC
193
Client First Capital
California
$338K -$35K -607 -9%
PTC
194
Private Trust Company
Ohio
$330K +$2.37K +41 +0.7%
KCM
195
KM Capital Management
Texas
$323K +$1.44K +25 +0.4%
ACA
196
Atlas Capital Advisors
Wyoming
$322K -$70.3K -1,218 -18%
AF
197
Allworth Financial
California
$318K +$35.3K +612 +12%
SCM
198
SOL Capital Management
Maryland
$305K
AWS
199
Atria Wealth Solutions
New York
$300K +$1.33K +23 +0.4%
CCG
200
Catalina Capital Group
California
$298K +$299K +5,174 New