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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
276
Highline Wealth Partners
California
$340K -$25.4K -443 -7%
CFD
277
Creative Financial Designs
Indiana
$335K +$97.3K +1,700 +41%
I
278
IMPACTfolio
Colorado
$335K +$8.02K +140 +2%
FWP
279
Falcon Wealth Planning
California
$327K -$24.7K -431 -7%
VA
280
VestGen Advisors
Illinois
$321K
HW
281
Hamilton Wealth
California
$305K +$46.4K +810 +18%
USB
282
Union Savings Bank
Connecticut
$304K
AR
283
Apeiron RIA
Texas
$301K
RCA
284
Rose Capital Advisors
Florida
$300K +$298K +5,202 New
HWM
285
HB Wealth Management
Georgia
$291K +$32.2K +562 +13%
Nuveen
286
Nuveen
North Carolina
$291K +$289K +5,041 New
FLPIM
287
F.L. Putnam Investment Management
Massachusetts
$288K +$34.6K +605 +14%
TF
288
TLWM Financial
Texas
$284K +$53.9K +942 +24%
CA
289
Clearstead Advisors
Ohio
$274K +$272K +4,754 New
Northern Trust
290
Northern Trust
Illinois
$273K +$52K +909 +24%
NRI
291
NFP Retirement Inc
California
$272K
APM
292
a16z Perennial Management
California
$271K
VC
293
Vicus Capital
Pennsylvania
$260K +$259K +4,517 New
SQA
294
Simon Quick Advisors
New Jersey
$257K +$256K +4,465 New
Citigroup
295
Citigroup
New York
$254K
VAM
296
Virtue Asset Management
Illinois
$254K
SGWP
297
Sun Group Wealth Partners
California
$254K +$252K +4,399 New
AG
298
AlTi Global
New York
$252K +$250K +4,364 New
EW
299
Elyxium Wealth
California
$250K
SEP
300
Southland Equity Partners
Missouri
$249K