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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WN
151
Williams & Novak
California
$1.08M +$87.3K +1,561 +9%
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$1.08M -$214K -3,821 -17%
THL
153
Tillman Hartley LLC
Colorado
$1.07M
FFA
154
Farther Finance Advisors
California
$1.07M +$330K +5,903 +46%
AF
155
Allworth Financial
California
$1.05M +$155K +2,763 +18%
SIG
156
Spinnaker Investment Group
California
$1.04M -$28.5K -509 -3%
AMG
157
APS Management Group
California
$1.02M +$1M +17,920 New
REMPR
158
Roof Eidam Maycock Peralta (REMP)
California
$1.02M +$1,000K +17,867 New
CIP
159
Capital Insight Partners
Arizona
$974K +$511K +9,137 +115%
PIA
160
Perennial Investment Advisors
California
$969K +$534K +9,549 +128%
IFG
161
Independent Financial Group
California
$955K +$937K +16,740 New
HWAM
162
Hennion & Walsh Asset Management
New Jersey
$938K +$469K +8,382 +104%
II
163
Impact Investors
California
$922K +$905K +16,169 New
LA
164
LM Advisors
California
$913K
ACP
165
Argyle Capital Partners
California
$906K -$390K -6,965 -30%
LI
166
LifeWealth Investments
Florida
$902K
BA
167
Bristlecone Advisors
Washington
$896K -$76.1K -1,361 -8%
EGM
168
Engineers Gate Manager
New York
$882K +$866K +15,470 New
GWS
169
Greykasell Wealth Strategies
California
$869K +$34.2K +611 +4%
NAS
170
NWF Advisory Services
California
$866K +$159K +2,836 +23%
Lido Advisors
171
Lido Advisors
California
$865K +$32.5K +581 +4%
CAG
172
Crestwood Advisors Group
Massachusetts
$856K +$253K +4,531 +43%
PDL
173
Portfolio Design Labs
California
$840K -$38.2K -683 -4%
BCM
174
Brasada Capital Management
Texas
$774K -$40.2K -718 -5%
TWCA
175
Two West Capital Advisors
Kansas
$757K