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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAF
176
Values Added Financial
District of Columbia
$841K -$1.09M -18,878 -56%
SWP
177
Sagespring Wealth Partners
Tennessee
$836K +$58 +1 +0%
SRWM
178
Shira Ridge Wealth Management
California
$822K +$77.6K +1,345 +10%
TWCA
179
Two West Capital Advisors
Kansas
$814K +$62K +1,075 +8%
DPI
180
Diversified Portfolios Inc
Michigan
$804K +$204K +3,529 +33%
PDL
181
Portfolio Design Labs
California
$795K -$32.4K -562 -4%
Goldman Sachs
182
Goldman Sachs
New York
$783K -$1.24M -21,566 -61%
ACA
183
Atlas Capital Advisors
Wyoming
$778K +$790K +13,688 New
IW
184
Instrumental Wealth
Florida
$774K +$1.9K +33 +0.2%
CC
185
Climber Capital
Switzerland
$718K
AIM
186
Aspen Investment Management
Michigan
$706K
BCM
187
Boltwood Capital Management
California
$706K +$41K +710 +6%
IIA
188
Integrity Investment Advisors
Colorado
$697K +$404 +7 +0.1%
Lido Advisors
189
Lido Advisors
California
$695K -$170K -2,942 -19%
Natixis Advisors
190
Natixis Advisors
Massachusetts
$690K +$700K +12,137 New
GWMR
191
GC Wealth Management RIA
Massachusetts
$687K +$63.5K +1,100 +10%
Brown Advisory
192
Brown Advisory
Maryland
$687K +$1.1K +19 +0.2%
BCM
193
Brasada Capital Management
Texas
$686K -$84.2K -1,460 -11%
MCM
194
Mattern Capital Management
Colorado
$685K -$50.3K -872 -7%
MWM
195
Modern Wealth Management
Kansas
$681K +$217K +3,764 +46%
RW
196
RVW Wealth
California
$676K +$686K +11,897 New
OC
197
Oppenheimer & Co
New York
$674K +$311K +5,396 +84%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$673K -$2.37K -41 -0.3%
TIAM2
199
Tru Independence Asset Management 2
Oregon
$671K
TLFA
200
True Link Financial Advisors
California
$660K -$11.5K -200 -2%