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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
201
HUB Investment Partners
Texas
$655K +$664K +11,514 New
IAG
202
Investment Advisory Group
Massachusetts
$648K – – –
IFG
203
Independent Financial Group
California
$642K -$358K -6,203 -35%
CA
204
CV Advisors
Florida
$641K +$652K +11,300 New
DAS
205
Dynamic Advisor Solutions
Arizona
$640K +$92.8K +1,609 +17%
GI
206
GAMMA Investing
California
$631K +$344K +5,956 +116%
SP
207
SmartHarvest Portfolios
Washington
$618K +$61.8K +1,072 +11%
TWA
208
Trace Wealth Advisors
California
$594K – – –
FCA
209
FLC Capital Advisors
California
$586K +$339K +5,878 +133%
APP
210
Avantax Planning Partners
Iowa
$582K -$1.33K -23 -0.2%
CAG
211
Crestwood Advisors Group
Massachusetts
$573K -$17.8K -309 -3%
JCA
212
January Capital Advisors
California
$571K +$580K +10,048 New
MPG
213
My Portfolio Guide
California
$564K +$572K +9,917 New
NCM
214
Neumann Capital Management
California
$563K +$225K +3,900 +65%
PCWA
215
Pacific Capital Wealth Advisors
California
$559K – – –
FMTC
216
Farmers & Merchants Trust Company
California
$550K – – –
CSIC
217
Clifford Swan Investment Counsel
California
$527K – – –
SC
218
Savant Capital
Illinois
$508K – – –
MMA
219
Miracle Mile Advisors
California
$504K -$183K -3,174 -26%
BJL
220
Brighton Jones LLC
Washington
$501K +$509K +8,817 New
TPWA
221
Twin Peaks Wealth Advisors
California
$476K -$33.8K -586 -7%
LPP
222
Life Planning Partners
Florida
$474K – – –
TF
223
TME Financial
California
$472K +$3.81K +66 +0.8%
SCM
224
Stordahl Capital Management
Colorado
$467K – – –
MKA
225
M. Kulyk & Associates
Georgia
$451K +$457K +7,925 New
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