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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$276K
ODA
227
One Degree Advisors
California
$275K -$722K -12,533 -73%
EH
228
Equitable Holdings
New York
$271K +$1.27K +22 +0.5%
I
229
IMPACTfolio
Colorado
$269K +$34.1K +592 +15%
FWP
230
Falcon Wealth Planning
California
$268K -$47.9K -831 -15%
EWA
231
Emergent Wealth Advisors
New York
$262K +$30.1K +523 +13%
FC
232
FCA Corp
Texas
$260K
FLPIM
233
F.L. Putnam Investment Management
Massachusetts
$256K +$254K +4,408 New
WCG
234
Weaver Consulting Group
California
$255K +$115 +2 +0%
SEP
235
Southland Equity Partners
Missouri
$251K
D
236
Diversified
Delaware
$242K +$1.61K +28 +0.7%
DE
237
Diversified Enterprises
Delaware
$242K +$240K +4,170 New
EWA
238
Exencial Wealth Advisors
Oklahoma
$242K -$20.7K -359 -8%
AWE
239
Avidian Wealth Enterprises
Texas
$238K
CA
240
Calton & Associates
Florida
$231K +$518 +9 +0.2%
Brown Advisory
241
Brown Advisory
Maryland
$227K +$1.44K +25 +0.6%
HWM
242
HB Wealth Management
Georgia
$210K
CA
243
Clearstead Advisors
Ohio
$210K +$208K +3,614 New
MCM
244
Morton Capital Management
California
$206K +$1.38K +24 +0.7%
PI
245
PFG Investments
New York
$202K +$200K +3,480 New
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$202K
WF
247
Welch & Forbes
Massachusetts
$202K +$200K +3,479 New
PS
248
Planned Solutions
California
$186K +$184K +3,200 New
GM
249
GeoWealth Management
Illinois
$178K +$177K +3,066 New
CPA
250
Cardiff Park Advisors
California
$171K +$1.15K +20 +0.7%