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iShares California Muni Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Katherine Stoner Empower Advisory Group, LLC | 38,534 | $2.21M | $2.2M | -$6,538.6 | -0.3% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 4,658 | $265,273.41 | $265,878.64 | $605.23 | 0.23% |
| MRC Martin R. Curiel MYECFO, LLC | 262,542 | $14.56M | $14.99M | $429,354.99 | 2.95% |
 Certus Wealth Management LLC Certus Wealth Management, LLC | 127,232 | $7.23M | $7.27M | $38,979.95 | 0.54% |
 Christopher C. Powers Farther Finance Advisors, LLC | 128,029 | $7.34M | $7.31M | -$31,268.9 | -0.43% |
 James Eric Maxwell Maxwell Wealth Strategies Inc. | 6,682 | $387,065.14 | $381,408.56 | -$5,656.58 | -1.46% |
 Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 27,517 | $1.53M | $1.57M | $36,738.75 | 2.4% |
 MICHAEL DE LUZ Williams & Novak, LLC | 10,346 | $590,049.89 | $590,497.95 | $448.06 | 0.08% |
 Syon Capital LLC SYON CAPITAL LLC | 1.35M | $76.22M | $77.2M | $983,455.09 | 1.29% |
 James Rankin Modern Wealth Management, LLC | 11,967 | $685,443.16 | $683,255.86 | -$2,187.3 | -0.32% |
 Menachem Striks Morton Capital Management LLC/CA | 3,708 | $214,650.44 | $211,634.1 | -$3,016.34 | -1.41% |
 Amir Har-El Savvy Advisors, Inc. | 38,868 | $2.22M | $2.22M | $2,549.7 | 0.11% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 8,379 | $481,764.17 | $478,524.69 | -$3,239.48 | -0.67% |
 PETER KRUSSEL Southland Equity Partners LLC | 4,318 | $248,458 | $246,579.39 | -$1,878.61 | -0.76% |
 Anthony Blagrove Traveka Wealth, LLC | 49,688 | $2.88M | $2.84M | -$40,003.58 | -1.39% |
 Michel Del Buono a16z Perennial Management, L.P. | 4,710 | $267,811 | $268,988.1 | $1,177.1 | 0.44% |
 Joshua Stipcich Tidemark, LLC | 4,076 | $232,746.93 | $232,698.84 | -$48.09 | -0.02% |
 Christy Clarin Portfolio Design Labs, LLC | 13,975 | $778,967.01 | $797,832.75 | $18,865.74 | 2.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,531 | $1.32M | $1.34M | $27,409.63 | 2.08% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 63,540 | $3.65M | $3.63M | -$23,066.14 | -0.63% |
