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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
276
Exencial Wealth Advisors
Oklahoma
$275K +$5.25K +91 +2%
NRI
277
NFP Retirement Inc
California
$269K
APM
278
a16z Perennial Management
California
$268K +$272K +4,710 New
CTWM
279
Cherry Tree Wealth Management
Minnesota
$265K
AWP
280
Abacus Wealth Partners
California
$256K +$260K +4,500 New
HWM
281
HB Wealth Management
Georgia
$255K
HW
282
Hamilton Wealth
California
$255K -$241K -4,185 -48%
Truist Financial
283
Truist Financial
North Carolina
$254K +$257K +4,459 New
Citigroup
284
Citigroup
New York
$250K
VAM
285
Virtue Asset Management
Illinois
$250K
EW
286
Elyxium Wealth
California
$246K
SEP
287
Southland Equity Partners
Missouri
$246K
WCG
288
Weaver Consulting Group
California
$241K +$245K +4,246 New
FLPIM
289
F.L. Putnam Investment Management
Massachusetts
$238K
CFD
290
Creative Financial Designs
Indiana
$234K +$116K +2,010 +96%
RPGK
291
Retirement Planning Group (Kansas)
Kansas
$233K +$1.15K +20 +0.5%
T
292
Tidemark
California
$232K
DJSG
293
D.J. St. Germain
Massachusetts
$230K +$149K +2,588 +178%
TWM
294
Tortuga Wealth Management
California
$228K +$231K +4,002 New
TF
295
TLWM Financial
Texas
$227K +$24.8K +430 +12%
APFP
296
Action Point Financial Planning
Michigan
$224K +$228K +3,944 New
PWM
297
Perigon Wealth Management
California
$221K
TBWA
298
Three Bridge Wealth Advisors
California
$221K -$124K -2,156 -36%
Northern Trust
299
Northern Trust
Illinois
$217K
GBFG
300
Gerald Baker Financial Group
Texas
$216K +$219K +3,793 New