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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
Exencial Wealth Advisors
Oklahoma
$270K +$8.34K +149 +3%
EWA
252
Emergent Wealth Advisors
New York
$270K
NRI
253
NFP Retirement Inc
California
$269K -$8.95K -160 -3%
CTWM
254
Cherry Tree Wealth Management
Minnesota
$266K -$92.5K -1,653 -26%
HWM
255
HB Wealth Management
Georgia
$256K
FLPIM
256
F.L. Putnam Investment Management
Massachusetts
$254K
SVWG
257
Shared Vision Wealth Group
United States
$254K -$5.43K -97 -2%
EW
258
Elyxium Wealth
California
$247K
SEP
259
Southland Equity Partners
Missouri
$246K
Citigroup
260
Citigroup
New York
$245K
PA
261
PFG Advisors
Arizona
$244K +$239K +4,280 New
CCM
262
Coldstream Capital Management
Washington
$240K
SFS
263
Sowell Financial Services
Arkansas
$237K +$17K +304 +8%
T
264
Tidemark
California
$232K +$169K +3,026 +288%
RPGK
265
Retirement Planning Group (Kansas)
Kansas
$230K +$1.73K +31 +0.8%
SIC
266
SFE Investment Counsel
California
$228K -$118K -2,101 -34%
SCM
267
Stordahl Capital Management
Colorado
$227K +$1.12K +20 +0.5%
QPWM
268
Quadrant Private Wealth Management
Pennsylvania
$223K +$1.68K +30 +0.8%
EH
269
Equitable Holdings
New York
$221K -$2.57K -46 -1%
GWP
270
Gateway Wealth Partners
Wisconsin
$220K +$215K +3,851 New
GS
271
GWN Securities
Florida
$218K +$5.09K +91 +2%
SAM
272
Sherman Asset Management
California
$214K
MCM
273
Morton Capital Management
California
$208K +$1.57K +28 +0.8%
FC
274
FCA Corp
Texas
$207K
TF
275
TLWM Financial
Texas
$203K +$199K +3,556 New