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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
326
Continuum Advisory
Idaho
$139K +$139K +2,420 New
CT
327
Caldwell Trust
Florida
$124K – – –
MM
328
Main Management
California
$108K -$744 -13 -0.7%
LFG
329
Larson Financial Group
Missouri
$96.3K – – –
IAIM
330
International Assets Investment Management
Florida
$92.4K -$44.1K -770 -32%
AWM
331
Angeles Wealth Management
California
$86.5K -$5.32K -93 -6%
AIP
332
Ameritas Investment Partners
Nebraska
$84.7K -$1.03K -18 -1%
RMP
333
Richards, Merrill & Peterson
Washington
$77.8K +$7.16K +125 +10%
AC
334
AlphaCore Capital
California
$75.9K -$16.9K -296 -18%
AF
335
Advisornet Financial
Minnesota
$72K – – –
CI
336
CX Institutional
Indiana
$65K +$458 +8 +0.7%
FFA
337
Founders Financial Alliance
North Carolina
$60.2K +$401 +7 +0.7%
GI
338
GAMMA Investing
California
$55.2K -$581K -10,149 -91%
AFC
339
Ares Financial Consulting
California
$54K -$13.3K -233 -20%
RIL
340
Rothschild Investment LLC
Illinois
$43.2K – – –
ACA
341
Aptus Capital Advisors
Alabama
$40.6K – – –
API
342
Asset Planning Inc
California
$40.3K – – –
MG
343
Mather Group
Illinois
$40.3K +$40.1K +700 New
CIC
344
Concord Investment Counsel
California
$39.3K +$39K +681 New
CA
345
Crewe Advisors
Utah
$33.4K – – –
MHR
346
Matthew Hamilton Rosenberg
$29.9K – – –
BA
347
Ballast Advisors
Minnesota
$28.5K +$4.87K +85 +21%
EWA
348
EverSource Wealth Advisors
Alabama
$21K +$115 +2 +0.6%
KFP
349
Kerr Financial Planning
California
$20.8K +$115 +2 +0.6%
BFO
350
Biltmore Family Office
North Carolina
$14.2K +$115 +2 +0.8%
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