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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
176
Argyle Capital Partners
California
$913K
LI
177
LifeWealth Investments
Florida
$908K
GWS
178
Greykasell Wealth Strategies
California
$875K
NAS
179
NWF Advisory Services
California
$873K +$287 +5 +0%
Lido Advisors
180
Lido Advisors
California
$865K
IUHSA
181
Itau Unibanco Holding S.A.
Brazil
$851K +$222K +3,876 +35%
SWP
182
Sagespring Wealth Partners
Tennessee
$845K +$844K +14,698 New
PDL
183
Portfolio Design Labs
California
$835K -$10.7K -186 -1%
IW
184
Instrumental Wealth
Florida
$793K +$26.6K +463 +4%
BCM
185
Brasada Capital Management
Texas
$777K -$4.13K -72 -0.5%
KGP
186
Keystone Global Partners
Colorado
$759K +$208K +3,621 +38%
TWCA
187
Two West Capital Advisors
Kansas
$755K
SRWM
188
Shira Ridge Wealth Management
California
$753K +$43.2K +753 +6%
MCM
189
Mattern Capital Management
Colorado
$743K +$28.8K +502 +4%
CC
190
Climber Capital
Switzerland
$724K +$727K +12,660 New
AIM
191
Aspen Investment Management
Michigan
$713K
IIA
192
Integrity Investment Advisors
Colorado
$704K +$704K +12,257 New
Brown Advisory
193
Brown Advisory
Maryland
$693K +$2.18K +38 +0.3%
MMA
194
Miracle Mile Advisors
California
$692K
CA
195
Clune & Associates
Illinois
$690K +$400K +6,969 +138%
Cambridge Investment Research Advisors
196
Cambridge Investment Research Advisors
Iowa
$683K +$341K +5,943 +100%
EGM
197
Engineers Gate Manager
New York
$679K -$210K -3,654 -24%
TLFA
198
True Link Financial Advisors
California
$679K
TIAM2
199
Tru Independence Asset Management 2
Oregon
$678K
BCM
200
Boltwood Capital Management
California
$673K +$46.2K +805 +7%