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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
301
International Assets Investment Management
Florida
$137K +$136K +2,376 New
RFP
302
Root Financial Partners
California
$133K +$88.1K +1,535 +197%
CFD
303
Creative Financial Designs
Indiana
$121K +$57.4K +1,000 +91%
MM
304
Main Management
California
$112K -$1.32K -23 -1%
LFG
305
Larson Financial Group
Missouri
$96K
LWMI
306
Legacy Wealth Management (Idaho)
Idaho
$92.1K +$92K +1,602 New
AWM
307
Angeles Wealth Management
California
$86.2K
DJSG
308
D.J. St. Germain
Massachusetts
$83.3K +$14.3K +250 +21%
GWM
309
Geneos Wealth Management
Colorado
$81.3K +$81.2K +1,415 New
AF
310
Advisornet Financial
Minnesota
$71.8K
RMP
311
Richards, Merrill & Peterson
Washington
$70.4K +$70.3K +1,225 New
AFC
312
Ares Financial Consulting
California
$66.9K +$66.9K +1,165 New
AIP
313
Ameritas Investment Partners
Nebraska
$65.7K -$2.01K -35 -3%
CI
314
CX Institutional
Indiana
$65K +$1.03K +18 +2%
OC
315
Optima Capital
Oregon
$50.4K +$50.3K +877 New
CA
316
Crewe Advisors
Utah
$50.3K
RIL
317
Rothschild Investment LLC
Illinois
$43.1K
ACA
318
Aptus Capital Advisors
Alabama
$40.5K
API
319
Asset Planning Inc
California
$40.2K
MHR
320
Matthew Hamilton Rosenberg
$29.8K +$29.7K +518 New
AC
321
AlphaCore Capital
California
$28.8K +$4.88K +85 +20%
BA
322
Ballast Advisors
Minnesota
$23.6K
EWA
323
EverSource Wealth Advisors
Alabama
$20.7K +$230 +4 +1%
KFP
324
Kerr Financial Planning
California
$20.6K +$57 +1 +0.3%
PNC Financial Services Group
325
PNC Financial Services Group
Pennsylvania
$20.2K