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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAN
126
Financial Advisors Network
California
$247K
MCCP
127
Mission Creek Capital Partners
California
$245K +$245K +4,000 New
MYIA
128
Mount Yale Investment Advisors
Colorado
$233K -$22.8K -373 -9%
AWA
129
Arete Wealth Advisors
Illinois
$230K +$230K +3,759 New
22CM
130
20/20 Capital Management
California
$227K +$224K +3,656 New
CAG
131
Crestwood Advisors Group
Massachusetts
$220K +$12.2K +200 +6%
DADC
132
D.A. Davidson & Co
Montana
$214K -$141K -2,300 -40%
HAS
133
HBW Advisory Services
California
$211K +$210K +3,425 New
OIWM
134
OptiFour Integrated Wealth Management
Virginia
$208K
CCP
135
Corient Capital Partners
California
$207K -$209K -3,419 -50%
PAS
136
Park Avenue Securities
New York
$203K
AM
137
Atwater Malick
Pennsylvania
$200K
MM
138
Main Management
California
$184K
SPIA
139
Steward Partners Investment Advisory
New York
$180K +$306 +5 +0.2%
GAM
140
Gemmer Asset Management
California
$176K +$17K +278 +11%
EFSCE
141
Enterprise Financial Services Corp (EFSC)
Missouri
$171K
GRP
142
Global Retirement Partners
California
$148K
QCMC
143
Quantum Capital Management (California)
California
$147K +$21.7K +354 +17%
BFO
144
Biltmore Family Office
North Carolina
$132K -$2.02K -33 -2%
AIP
145
Ameritas Investment Partners
Nebraska
$125K +$22.6K +369 +22%
Deutsche Bank
146
Deutsche Bank
Germany
$122K
US Bancorp
147
US Bancorp
Minnesota
$121K
EI
148
Ellevest Inc
New York
$103K +$103K +1,689 New
NFG
149
Next Financial Group
Texas
$75K
APA
150
American Portfolios Advisors
New York
$73.5K