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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
201
Falcon Wealth Planning
California
$501K -$6.14K -108 -1%
KCM
202
KM Capital Management
Texas
$498K +$176K +3,097 +54%
BJL
203
Brighton Jones LLC
Washington
$493K
CCM
204
Coldstream Capital Management
Washington
$486K
AQR Capital Management
205
AQR Capital Management
Connecticut
$482K +$128K +2,256 +36%
GI
206
GAMMA Investing
California
$471K +$83.4K +1,468 +21%
LPP
207
Life Planning Partners
Florida
$469K
IUHSA
208
Itau Unibanco Holding S.A.
Brazil
$455K +$459K +8,083 New
NCM
209
Neumann Capital Management
California
$450K
WWP
210
Waypoint Wealth Partners
California
$450K
NA
211
Nautilus Advisors
California
$442K
AP
212
Adero Partners
California
$442K -$252K -4,434 -36%
ACA
213
Atlas Capital Advisors
Wyoming
$438K -$27.8K -490 -6%
SAM
214
Smartleaf Asset Management
Massachusetts
$435K +$440K +7,739 +51,593%
NAM
215
NorthCrest Asset Manangement
Minnesota
$432K -$13.7K -241 -3%
FF
216
Fortitude Financial
Washington
$425K +$106K +1,858 +33%
PWM
217
Perigon Wealth Management
California
$423K +$31.5K +554 +8%
SIC
218
SFE Investment Counsel
California
$416K +$420K +7,385 New
NFG
219
Northeast Financial Group
Pennsylvania
$408K -$81K -1,426 -16%
Fisher Asset Management
220
Fisher Asset Management
Washington
$394K +$64.6K +1,136 +19%
HWP
221
Highline Wealth Partners
California
$388K +$1.88K +33 +0.5%
GSWM
222
Golden State Wealth Management
California
$387K -$21.3K -374 -5%
TWCA
223
Two West Capital Advisors
Kansas
$382K +$100K +1,759 +34%
PTC
224
Private Trust Company
Ohio
$377K
CIC
225
Carnegie Investment Counsel
Ohio
$376K +$379K +6,675 New