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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
301
Triumph Capital Management
Colorado
$214K +$217K +3,764 New
SAM
302
Sherman Asset Management
California
$213K
DADC
303
D.A. Davidson & Co
Montana
$213K +$216K +3,741 New
PA
304
PFG Advisors
Arizona
$211K -$22.8K -396 -10%
MCM
305
Morton Capital Management
California
$211K +$1.04K +18 +0.5%
WRPWM
306
Werba Rubin Papier Wealth Management
California
$209K -$99.9K -1,731 -32%
SWP
307
Strategic Wealth Partners
Ohio
$201K +$24.9K +432 +14%
CF
308
Centaurus Financial
California
$196K +$199K +3,448 New
CPA
309
Cardiff Park Advisors
California
$175K +$865 +15 +0.5%
GWM
310
Geneos Wealth Management
Colorado
$153K +$73.2K +1,269 +90%
EP
311
Essential Partners
California
$140K
US Bancorp
312
US Bancorp
Minnesota
$137K -$5.39M -93,495 -97%
IAIM
313
International Assets Investment Management
Florida
$135K
CT
314
Caldwell Trust
Florida
$122K +$124K +2,150 New
MM
315
Main Management
California
$107K -$3.92K -68 -3%
LWMI
316
Legacy Wealth Management (Idaho)
Idaho
$102K +$11K +191 +12%
GSWM
317
Golden State Wealth Management
California
$99.8K -$266K -4,608 -72%
LFG
318
Larson Financial Group
Missouri
$95K
AC
319
AlphaCore Capital
California
$91.7K +$64.1K +1,111 +222%
AWM
320
Angeles Wealth Management
California
$90.6K +$5.37K +93 +6%
TWIM
321
TIAA Wealth Investment Management
New York
$90.5K +$92.1K +1,596 New
AIP
322
Ameritas Investment Partners
Nebraska
$84.5K +$19.8K +343 +30%
RFP
323
Root Financial Partners
California
$74.7K -$57.7K -1,000 -43%
AF
324
Advisornet Financial
Minnesota
$71.1K
RMP
325
Richards, Merrill & Peterson
Washington
$69.7K