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iShares California Muni Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Carol Somoano Asset Planning Inc. | 700 | $40,096 | $39,987.5 | -$108.5 | -0.27% |
 VestGen Advisors LLC VestGen Advisors LLC | 5,570 | $318,158 | $318,130.55 | -$27.45 | -0.01% |
| KS Katherine Simmonds Conquis Financial LLC | 36,289 | $2.06M | $2.07M | $8,266 | 0.4% |
| IAL IFC Advisors LLC IFC Advisors LLC | 17,869 | $1.02M | $1.02M | -$920.45 | -0.09% |
| DC David Cantor LongView Asset Management LLC | 3,605 | $207,144 | $205,899.57 | -$1,244.43 | -0.6% |
 Bryan Molinar Atlas Legacy Advisors LLC | 198,262 | $11.1M | $11.32M | $221,799.94 | 2% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 10,452 | $598,691 | $596,965.98 | -$1,725.02 | -0.29% |
| BM Boulos Michael TME Financial Inc. | 8,307 | $482,390.5 | $474,329.7 | -$8,060.8 | -1.67% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 14,699 | $844,604.86 | $839,092.41 | -$5,512.45 | -0.65% |
 Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 6,342 | $360,588 | $362,033.07 | $1,445.07 | 0.4% |
| BJR Brian Joseph Rellihan Wise Wealth Partners | 5,918 | $338,284.96 | $337,829.03 | -$455.93 | -0.13% |
 Tim Thomas Members Wealth LLC | 8,317 | $479,858.88 | $474,526.43 | -$5,332.45 | -1.11% |
 Laura Robayo Silver Oak Wealth Advisors Services LLC | 66,536 | $3.73M | $3.8M | $70,487.71 | 1.89% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 31,230 | $1.77M | $1.78M | $16,830.97 | 0.95% |
 North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 6,970 | $395,881.01 | $397,882.45 | $2,001.44 | 0.51% |
 Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 12,264 | $704,701.02 | $699,967.8 | -$4,733.22 | -0.67% |
 Mike Silane 21 West Wealth Management LLC | 52,882 | $2.98M | $3.02M | $35,881.44 | 1.2% |
 Adam Scott Argyle Capital Partners LLC | 15,888 | $910,063.82 | $907,125.36 | -$2,938.46 | -0.32% |
| CTC Caldwell Trust Co Caldwell Trust Co | 2,150 | $122,249 | $122,775.75 | $526.75 | 0.43% |
 Michael Behner Nautilus Advisors LLC | 7,850 | $449,648 | $448,117.25 | -$1,530.75 | -0.34% |
