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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
301
Andrews Lucia Wealth Management
California
$242K +$240K +4,194 New
RSS
302
Rosenblum Silverman Sutton
California
$241K +$240K +4,185 New
PA
303
PFG Advisors
Arizona
$238K +$23.7K +414 +11%
RPGK
304
Retirement Planning Group (Kansas)
Kansas
$237K +$1.72K +30 +0.7%
T
305
Tidemark
California
$235K
MCM
306
Morton Capital Management
California
$228K +$14.2K +248 +7%
APFP
307
Action Point Financial Planning
Michigan
$227K
PWM
308
Perigon Wealth Management
California
$227K +$2.58K +45 +1%
DADC
309
D.A. Davidson & Co
Montana
$223K +$7.21K +126 +3%
GBFG
310
Gerald Baker Financial Group
Texas
$220K +$1.55K +27 +0.7%
TCM
311
Triumph Capital Management
Colorado
$217K
SAM
312
Sherman Asset Management
California
$216K
SFG
313
Shum Financial Group
California
$214K +$212K +3,706 New
DJSG
314
D.J. St. Germain
Massachusetts
$213K -$20K -350 -9%
Financial Engines Advisors
315
Financial Engines Advisors
California
$210K +$208K +3,635 New
CANC
316
Culbertson A N & Co
Virginia
$205K +$203K +3,550 New
SFS
317
Summit Financial Strategies
Ohio
$201K +$199K +3,480 New
CF
318
Centaurus Financial
California
$199K
SWP
319
Strategic Wealth Partners
Ohio
$188K -$14.9K -261 -7%
CPA
320
Cardiff Park Advisors
California
$179K +$1.32K +23 +0.7%
IUHSA
321
Itau Unibanco Holding S.A.
Brazil
$178K -$196K -3,421 -53%
GWM
322
Geneos Wealth Management
Colorado
$165K +$10.6K +185 +7%
EP
323
Essential Partners
California
$142K
CA
324
Continuum Advisory
Idaho
$139K +$139K +2,420 New
CT
325
Caldwell Trust
Florida
$124K