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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
201
AQR Capital Management
Connecticut
$366K +$363K +6,300 New
NAM
202
NorthCrest Asset Manangement
Minnesota
$366K +$363K +6,300 New
SWA
203
ShankerValleau Wealth Advisors
Illinois
$366K
LCM
204
Leisure Capital Management
California
$366K -$17.5K -304 -5%
FPCP
205
Fort Point Capital Partners
California
$357K +$353K +6,136 New
Fisher Asset Management
206
Fisher Asset Management
Washington
$355K -$70.1K -1,217 -17%
VST
207
Van Strum & Towne
California
$354K
EW
208
Elyxium Wealth
California
$352K +$349K +6,066 New
PIA
209
Perennial Investment Advisors
California
$348K -$9.73K -169 -3%
PF
210
Prosperitas Financial
California
$340K
KWM
211
Kingsview Wealth Management
Oregon
$336K +$12.2K +212 +4%
KCM
212
KM Capital Management
Texas
$331K +$2.25K +39 +0.7%
BRWA
213
B. Riley Wealth Advisors
Florida
$328K +$71.2K +1,236 +28%
AF
214
Allworth Financial
California
$321K
PA
215
PFG Advisors
Arizona
$317K -$48K -833 -13%
SPIA
216
Steward Partners Investment Advisory
New York
$314K +$254K +4,407 +443%
GI
217
GAMMA Investing
California
$312K +$264K +4,584 +580%
SCM
218
SOL Capital Management
Maryland
$308K
WAS
219
WESPAC Advisors SoCal
California
$305K +$303K +5,256 New
CCG
220
Catalina Capital Group
California
$303K +$1.21K +21 +0.4%
LJAC
221
L.J. Altfest & Co
New York
$303K +$301K +5,218 New
LEA
222
Legacy Edge Advisors
New York
$302K +$299K +5,200 New
CTA
223
Chesley Taft & Associates
Illinois
$296K
Citigroup
224
Citigroup
New York
$282K +$23K +400 +9%
NRI
225
NFP Retirement Inc
California
$280K