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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
226
Invera Wealth Advisors
Oregon
$449K +$7.04K +122 +2%
NA
227
Nautilus Advisors
California
$446K
MWM
228
Meridian Wealth Management
Kentucky
$445K
Baird Financial Group
229
Baird Financial Group
Wisconsin
$443K
EA
230
Eclectic Associates
California
$441K +$9.23K +160 +2%
AAP
231
Arax Advisory Partners
Colorado
$441K +$448K +7,757 New
SFS
232
Sowell Financial Services
Arkansas
$431K +$27.3K +474 +7%
GWM
233
GoalFusion Wealth Management
Texas
$426K +$433K +7,500 New
AF
234
ASL Financial
California
$421K +$24.8K +430 +6%
CTA
235
Chesley Taft & Associates
Illinois
$419K
LJAC
236
L.J. Altfest & Co
New York
$419K +$13.3K +230 +3%
SIM
237
Stratos Investment Management
Ohio
$418K +$19.1K +331 +5%
CIC
238
Carnegie Investment Counsel
Ohio
$404K +$63.2K +1,095 +18%
GSEP
239
Golden State Equity Partners
California
$404K +$205K +3,550 +100%
QPWM
240
Quadrant Private Wealth Management
Pennsylvania
$400K +$57.7K +1,000 +17%
NBWM
241
North Berkeley Wealth Management
California
$396K
RF
242
RHS Financial
California
$391K +$6.06K +105 +2%
SWG
243
Summit Wealth Group
Vermont
$389K
HIF
244
Hill Island Financial
Michigan
$384K
ZF
245
Zhang Financial
Michigan
$374K +$380K +6,580 New
VWM
246
Verus Wealth Management
Wisconsin
$372K -$8.65K -150 -2%
IUHSA
247
Itau Unibanco Holding S.A.
Brazil
$370K -$479K -8,307 -56%
EWA
248
Emergent Wealth Advisors
New York
$370K +$102K +1,764 +37%
DWM
249
DeLarme Wealth Management
California
$368K +$23.4K +405 +7%
PTC
250
Private Trust Company
Ohio
$367K -$8.37K -145 -2%