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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
226
Cherry Tree Wealth Management
Minnesota
$375K
SWMG
227
Sanchez Wealth Management Group
Florida
$366K -$9.66K -170 -3%
SWG
228
Summit Wealth Group
Vermont
$362K
Cambridge Investment Research Advisors
229
Cambridge Investment Research Advisors
Iowa
$358K -$20.9K -368 -5%
WIC
230
Whitegate Investment Counselors
New Hampshire
$357K
AWS
231
Atria Wealth Solutions
New York
$353K -$327K -5,745 -48%
Goldman Sachs
232
Goldman Sachs
New York
$350K -$52.3K -920 -13%
SWA
233
ShankerValleau Wealth Advisors
Illinois
$348K -$6.48K -114 -2%
MWM
234
Meridian Wealth Management
Kentucky
$343K +$100K +1,765 +41%
EW
235
Elyxium Wealth
California
$341K
USB
236
Union Savings Bank
Connecticut
$339K +$343K +6,031 New
HWAM
237
Hennion & Walsh Asset Management
New Jersey
$339K +$88.7K +1,561 +35%
FPCP
238
Fort Point Capital Partners
California
$339K -$6.54K -115 -2%
LNB
239
Ledyard National Bank
$338K
PIA
240
Perennial Investment Advisors
California
$330K +$9.49K +167 +3%
PA
241
PFG Advisors
Arizona
$323K +$512 +9 +0.2%
TPWA
242
Twin Peaks Wealth Advisors
California
$314K +$11.7K +206 +4%
SPIA
243
Steward Partners Investment Advisory
New York
$305K +$284 +5 +0.1%
WWP
244
Wise Wealth Partners
Arizona
$302K +$1.48K +26 +0.5%
EWA
245
ERTS Wealth Advisors
Michigan
$301K +$44.6K +785 +17%
KWM
246
Kingsview Wealth Management
Oregon
$299K -$20.6K -363 -6%
LJAC
247
L.J. Altfest & Co
New York
$294K
LEA
248
Legacy Edge Advisors
New York
$293K
CA
249
Clune & Associates
Illinois
$284K
CTA
250
Chesley Taft & Associates
Illinois
$279K