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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
ERTS Wealth Advisors
Michigan
$262K +$263K +4,570 New
EWA
252
Emergent Wealth Advisors
New York
$258K
HWM
253
HB Wealth Management
Georgia
$257K +$50.4K +876 +24%
FC
254
FCA Corp
Texas
$257K
IF
255
Integrity Financial
Wyoming
$256K +$257K +4,464 New
HWAM
256
Hennion & Walsh Asset Management
New Jersey
$256K +$257K +4,462 New
FLPIM
257
F.L. Putnam Investment Management
Massachusetts
$255K +$2.88K +50 +1%
EWA
258
Exencial Wealth Advisors
Oklahoma
$252K +$14.4K +250 +6%
MFG
259
Magnus Financial Group
New York
$250K +$251K +4,364 New
MWM
260
Meridian Wealth Management
Kentucky
$248K +$249K +4,330 New
SEP
261
Southland Equity Partners
Missouri
$247K
FAN
262
Financial Advisors Network
California
$238K +$239K +4,156 New
WGC
263
Watts Gwilliam & Co
Arizona
$235K +$237K +4,125 New
CA
264
Calton & Associates
Florida
$229K +$863 +15 +0.4%
Brown Advisory
265
Brown Advisory
Maryland
$226K +$2.07K +36 +0.9%
NAS
266
NWF Advisory Services
California
$218K +$219K +3,807 New
GRP
267
Global Retirement Partners
California
$209K +$57.5K +1,000 +38%
CW
268
CreativeOne Wealth
Kansas
$207K +$208K +3,610 New
CFG
269
Citizens Financial Group
Rhode Island
$206K +$207K +3,603 New
MCM
270
Morton Capital Management
California
$205K +$1.96K +34 +1%
SAM
271
Sherman Asset Management
California
$204K +$205K +3,563 New
VST
272
Van Strum & Towne
California
$200K -$150K -2,600 -43%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$199K
BCPWM
274
Bradley & Co Private Wealth Management
Florida
$184K +$184K +3,205 New
CPA
275
Cardiff Park Advisors
California
$170K +$1.61K +28 +1%