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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
201
Equitable Holdings
New York
$266K +$2.12K +38 +0.8%
SAG
202
SageView Advisory Group
California
$261K
CA
203
Calton & Associates
Florida
$260K +$250K +4,487 New
FC
204
FCA Corp
Texas
$260K
WCG
205
Weaver Consulting Group
California
$254K +$167 +3 +0.1%
BRWA
206
B. Riley Wealth Advisors
Florida
$254K -$21.7K -388 -8%
HWP
207
Highline Wealth Partners
California
$252K +$51.4K +921 +27%
VFPI
208
Vantage Financial Partners (Illinois)
Illinois
$249K +$240K +4,300 New
EWA
209
Exencial Wealth Advisors
Oklahoma
$249K +$240K +4,292 New
AWM
210
Apollon Wealth Management
South Carolina
$245K
PIA
211
Perennial Investment Advisors
California
$243K +$56 +1 +0%
FAN
212
Financial Advisors Network
California
$241K
AWE
213
Avidian Wealth Enterprises
Texas
$238K +$229K +4,100 New
MCM
214
Morton Capital Management
California
$237K +$228K +4,088 New
SCI
215
Silver Coast Investments
United States
$237K +$228K +4,087 New
BCPWM
216
Bradley & Co Private Wealth Management
Florida
$231K
Vanguard Personalized Indexing Management
217
Vanguard Personalized Indexing Management
California
$227K -$14.3K -257 -6%
PI
218
PFG Investments
New York
$214K +$206K +3,700 New
BAAM
219
Baker Avenue Asset Management
California
$213K
CSWM
220
Cassady Schiller Wealth Management
Ohio
$213K
HWM
221
HB Wealth Management
Georgia
$209K -$194K -3,469 -49%
SRCM
222
Signature Resources Capital Management
California
$204K +$196K +3,517 New
PCMC
223
Paragon Capital Management (Colorado)
Colorado
$203K +$196K +3,509 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$202K
WF
225
Welch & Forbes
Massachusetts
$202K +$194K +3,479 New