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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
Integris Wealth Management
California
$535K
BJL
177
Brighton Jones LLC
Washington
$509K -$19.5K -338 -4%
CCM
178
Coldstream Capital Management
Washington
$497K
IC
179
IEQ Capital
California
$472K +$3.17K +55 +0.7%
NFG
180
Northeast Financial Group
Pennsylvania
$467K +$75.9K +1,318 +20%
NCM
181
Neumann Capital Management
California
$465K -$507K -8,800 -52%
WWP
182
Waypoint Wealth Partners
California
$465K
PCMC
183
Paragon Capital Management (Colorado)
Colorado
$457K +$178K +3,083 +65%
Goldman Sachs
184
Goldman Sachs
New York
$444K -$160K -2,785 -27%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$433K -$5.07K -88 -1%
NL
186
NDWM LLC
California
$432K
LPP
187
Life Planning Partners
Florida
$432K +$50.5K +876 +13%
ACI
188
Alpha Cubed Investments
California
$422K +$419K +7,269 New
CSIC
189
Clifford Swan Investment Counsel
California
$407K
WPC
190
White Pine Capital
Minnesota
$407K +$403K +7,000 New
ACA
191
Atlas Capital Advisors
Wyoming
$399K +$31.4K +546 +9%
ERIM
192
Eagle Ridge Investment Management
Connecticut
$398K +$3.05K +53 +0.8%
SFS
193
Strategic Financial Services
New York
$398K +$394K +6,844 New
HWP
194
Highline Wealth Partners
California
$395K -$20.2K -351 -5%
PTC
195
Private Trust Company
Ohio
$388K +$576 +10 +0.1%
CTWM
196
Cherry Tree Wealth Management
Minnesota
$388K
AWA
197
Archvest Wealth Advisors
California
$382K +$378K +6,569 New
MWS
198
Maxwell Wealth Strategies
California
$381K
Lido Advisors
199
Lido Advisors
California
$370K -$25.5K -442 -6%
WIC
200
Whitegate Investment Counselors
New Hampshire
$369K