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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IW
176
Instrumental Wealth
Florida
$754K +$10.2K +182 +1%
VAF
177
Values Added Financial
District of Columbia
$728K
IWA
178
Invera Wealth Advisors
Oregon
$711K -$9.85K -176 -1%
MCM
179
Mattern Capital Management
Colorado
$709K +$53K +948 +8%
AIM
180
Aspen Investment Management
Michigan
$708K +$99.5K +1,779 +17%
SRWM
181
Shira Ridge Wealth Management
California
$704K -$23.9K -427 -3%
TBWA
182
Three Bridge Wealth Advisors
California
$700K +$16.7K +299 +2%
MMA
183
Miracle Mile Advisors
California
$687K -$5.84M -104,398 -90%
Brown Advisory
184
Brown Advisory
Maryland
$686K +$1.62K +29 +0.2%
FF
185
Fortitude Financial
Washington
$684K -$28.3K -505 -4%
TLFA
186
True Link Financial Advisors
California
$674K
TIAM2
187
Tru Independence Asset Management 2
Oregon
$673K -$58.7K -1,050 -8%
FPAS
188
Focus Partners Advisor Solutions
Missouri
$671K +$327K +5,839 +100%
GRP
189
Global Retirement Partners
California
$655K -$28.3K -505 -4%
IAG
190
Investment Advisory Group
Massachusetts
$650K
IUHSA
191
Itau Unibanco Holding S.A.
Brazil
$624K -$414K -7,401 -40%
VWA
192
VERITY Wealth Advisors
United States
$623K
BCM
193
Boltwood Capital Management
California
$622K +$14K +250 +2%
MAWA
194
Moss Adams Wealth Advisors
Washington
$621K -$636K -11,368 -51%
APP
195
Avantax Planning Partners
Iowa
$598K +$11.9K +212 +2%
TWA
196
Trace Wealth Advisors
California
$596K
FMTC
197
Farmers & Merchants Trust Company
California
$587K +$68.8K +1,229 +14%
RF
198
RHS Financial
California
$577K -$59.7K -1,067 -10%
NFG
199
Northeast Financial Group
Pennsylvania
$574K +$38.2K +682 +7%
PCWA
200
Pacific Capital Wealth Advisors
California
$561K -$20.2K -361 -4%