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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
176
Corient Private Wealth
Florida
$744K +$527K +9,489 +246%
PCMC
177
Paragon Capital Management (Colorado)
Colorado
$728K +$725K +13,065 New
TWCA
178
Two West Capital Advisors
Kansas
$726K +$341K +6,147 +88%
ASG
179
Ariston Services Group
California
$717K
TIAM2
180
Tru Independence Asset Management 2
Oregon
$717K +$58.3K +1,050 +9%
IW
181
Instrumental Wealth
Florida
$717K +$18.3K +330 +3%
FFA
182
Farther Finance Advisors
California
$716K -$169K -3,036 -19%
TF
183
Tenon Financial
New Jersey
$713K
SRWM
184
Shira Ridge Wealth Management
California
$712K -$628K -11,311 -47%
VAF
185
Values Added Financial
District of Columbia
$712K +$709K +12,770 New
IWA
186
Invera Wealth Advisors
Oregon
$704K -$8.05K -145 -1%
CC
187
Climber Capital
Switzerland
$702K
NAS
188
NWF Advisory Services
California
$688K +$685K +12,346 New
Brown Advisory
189
Brown Advisory
Maryland
$668K +$446K +8,029 +203%
GRP
190
Global Retirement Partners
California
$668K +$665K +11,987 New
TBWA
191
Three Bridge Wealth Advisors
California
$667K -$148K -2,668 -18%
FF
192
Fortitude Financial
Washington
$662K +$328K +5,904 +78%
TLFA
193
True Link Financial Advisors
California
$658K -$19.4K -350 -3%
MCM
194
Mattern Capital Management
Colorado
$640K +$18K +324 +3%
IAG
195
Investment Advisory Group
Massachusetts
$635K
RF
196
RHS Financial
California
$624K -$981K -17,669 -61%
VWA
197
VERITY Wealth Advisors
United States
$608K
BCM
198
Boltwood Capital Management
California
$594K -$58.3K -1,050 -9%
AIM
199
Aspen Investment Management
Michigan
$593K -$13.9K -250 -2%
CAG
200
Crestwood Advisors Group
Massachusetts
$584K +$582K +10,483 New