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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
101
IEQ Capital
California
$424K +$423K +6,921 New
BJL
102
Brighton Jones LLC
Washington
$420K – – –
IIA
103
IPG Investment Advisors
California
$420K – – –
CPSC
104
Carl P. Sherr & Co
Massachusetts
$416K +$415K +6,786 New
FAIM
105
Financial Advocates Investment Management
Washington
$414K +$20.1K +329 +5%
TWM
106
Titus Wealth Management
California
$403K +$1.22K +20 +0.3%
MPM
107
Meritage Portfolio Management
Kansas
$395K -$46.5K -760 -11%
SCG
108
Sonata Capital Group
Washington
$388K -$12.5K -205 -3%
WC
109
Weil Company
California
$387K – – –
LCM
110
Leisure Capital Management
California
$386K +$385K +6,300 New
ACA
111
Affinity Capital Advisors
California
$373K +$372K +6,088 New
CAM
112
Caprin Asset Management
Virginia
$360K – – –
IWS
113
Insight Wealth Strategies
California
$360K +$80.4K +1,314 +29%
AC
114
AlphaCore Capital
California
$355K +$355K +5,805 New
OPS
115
Orion Portfolio Solutions
Nebraska
$354K +$353K +5,777 New
DAS
116
Dynamic Advisor Solutions
Arizona
$353K +$32.4K +530 +10%
ERIM
117
Eagle Ridge Investment Management
Connecticut
$349K +$11.9K +195 +4%
RCS
118
Retirement Capital Strategies
California
$339K -$141K -2,313 -29%
BA
119
Bristlecone Advisors
Washington
$306K +$306K +5,000 New
MA
120
Mutual Advisors
Nebraska
$289K – – –
PWLP
121
Prio Wealth Limited Partnership
Massachusetts
$282K – – –
CA
122
Calton & Associates
Florida
$279K +$184 +3 +0.1%
DWM
123
Destination Wealth Management
California
$275K -$1.71K -28 -0.6%
LWAC
124
Laurel Wealth Advisors (California)
California
$267K +$267K +4,370 New
CAW
125
Cornerstone Advisors (Washington)
Washington
$258K – – –
3 4
5
6 7