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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
176
Lido Advisors
California
$387K +$14.9K +262 +4%
ERIM
177
Eagle Ridge Investment Management
Connecticut
$387K +$4.89K +86 +1%
NFG
178
Northeast Financial Group
Pennsylvania
$382K +$11.9K +210 +3%
PTC
179
Private Trust Company
Ohio
$380K +$53.1K +934 +16%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$379K
MWS
181
Maxwell Wealth Strategies
California
$378K
LCM
182
Leisure Capital Management
California
$375K +$17.3K +304 +5%
LPP
183
Life Planning Partners
Florida
$373K
WS
184
Wedbush Securities
California
$371K
WIC
185
Whitegate Investment Counselors
New Hampshire
$361K
ACA
186
Atlas Capital Advisors
Wyoming
$359K +$40.8K +717 +13%
SWA
187
ShankerValleau Wealth Advisors
Illinois
$358K -$59K -1,036 -14%
PA
188
PFG Advisors
Arizona
$357K +$11.8K +208 +3%
PIA
189
Perennial Investment Advisors
California
$350K +$111K +1,947 +46%
VST
190
Van Strum & Towne
California
$347K
FNBSF
191
First National Bank Sioux Falls
South Dakota
$341K
PF
192
Prosperitas Financial
California
$340K
CW
193
CreativeOne Wealth
Kansas
$338K -$285K -5,017 -46%
CFC
194
Client First Capital
California
$334K
KCM
195
KM Capital Management
Texas
$322K +$2.22K +39 +0.7%
KWM
196
Kingsview Wealth Management
Oregon
$317K -$67.8K -1,191 -18%
AF
197
Allworth Financial
California
$316K
FWP
198
Falcon Wealth Planning
California
$310K -$40.5K -711 -12%
OMC
199
Old Mission Capital
Illinois
$309K +$309K +5,435 New
SCM
200
SOL Capital Management
Maryland
$301K