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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
326
WFA of San Diego
California
$14.6K
BFO
327
Biltmore Family Office
North Carolina
$14K +$14K +244 New
WCM
328
Winthrop Capital Management
Indiana
$14K
PWA
329
Physician Wealth Advisors
Utah
$8.96K
AF
330
Align Financial
Minnesota
$6.32K +$363K +6,321 New
SRCM
331
Signature Resources Capital Management
California
$3.45K
LAMC
332
Longview Asset Management (California)
California
$2.59K -$5.05K -88 -66%
HI
333
Horizon Investments
North Carolina
$2.47K
TFG
334
Team Financial Group
California
$1.9K
AWM
335
AE Wealth Management
Kansas
$804
MWPCG
336
Measured Wealth Private Client Group
New Hampshire
$345 +$344 +6 New
GC
337
Garde Capital
Washington
-$6.79M -119,008 Closed
SAM
338
Strive Asset Management
Ohio
-$5.74M -100,564 Closed
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
-$3.46M -60,613 Closed
OMC
340
Old Mission Capital
Illinois
-$1.41M -24,804 Closed
LA
341
LM Advisors
California
-$913K -16,003 Closed
SFA
342
Sequoia Financial Advisors
Ohio
-$540K -9,460 Closed
KCM
343
KM Capital Management
Texas
-$513K -8,988 Closed
BJL
344
Brighton Jones LLC
Washington
-$503K -8,812 Closed
C
345
Certuity
Florida
-$499K -8,755 Closed
SA
346
Sovran Advisors
California
-$392K -6,808 Closed
SVWG
347
Shared Vision Wealth Group
United States
-$254K -4,410 Closed
CCM
348
Coldstream Capital Management
Washington
-$240K -4,213 Closed
GWP
349
Gateway Wealth Partners
Wisconsin
-$220K -3,851 Closed
GS
350
GWN Securities
Florida
-$218K -3,817 Closed