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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
176
Tenon Financial
New Jersey
$720K – – –
IWA
177
Invera Wealth Advisors
Oregon
$719K +$727K +12,783 New
FMTC
178
Farmers & Merchants Trust Company
California
$715K – – –
IW
179
Instrumental Wealth
Florida
$698K +$62K +1,091 +9%
TF
180
TME Financial
California
$697K -$48.7K -856 -6%
TLFA
181
True Link Financial Advisors
California
$684K +$40.4K +710 +6%
FPAS
182
Focus Partners Advisor Solutions
Missouri
$675K +$681K +11,989 New
WRPWM
183
Werba Rubin Papier Wealth Management
California
$665K -$615K -10,824 -48%
TIAM2
184
Tru Independence Asset Management 2
Oregon
$664K -$70.9K -1,247 -10%
BCM
185
Boltwood Capital Management
California
$658K -$185K -3,260 -22%
APP
186
Avantax Planning Partners
Iowa
$648K -$5.4K -95 -0.8%
IAG
187
Investment Advisory Group
Massachusetts
$642K – – –
SVWG
188
Shared Vision Wealth Group
United States
$639K +$114 +2 +0%
MCM
189
Mattern Capital Management
Colorado
$628K -$66.8K -1,175 -10%
SA
190
Sovran Advisors
California
$620K +$234K +4,122 +58%
CC
191
Climber Capital
Switzerland
$614K +$720K +12,660 New
VWA
192
VERITY Wealth Advisors
United States
$614K – – –
AIM
193
Aspen Investment Management
Michigan
$612K – – –
NBWM
194
North Berkeley Wealth Management
California
$592K +$192K +3,375 +47%
TWA
195
Trace Wealth Advisors
California
$588K – – –
FNBSF
196
First National Bank Sioux Falls
South Dakota
$563K -$12.6K -222 -2%
CSIC
197
Clifford Swan Investment Counsel
California
$521K +$128K +2,250 +32%
FAIM
198
Financial Advocates Investment Management
Washington
$517K -$17.2K -303 -3%
OMC
199
Old Mission Capital
Illinois
$515K +$520K +9,150 New
SFA
200
Sequoia Financial Advisors
Ohio
$511K +$398 +7 +0.1%
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