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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$50K +$188 +3 +0.4%
PO
177
Private Ocean
California
$48K
BFO
178
Biltmore Family Office
North Carolina
$43K -$94K -1,500 -68%
EW
179
Evoke Wealth
California
$28K
JPLA
180
Joseph P. Lucia & Associates
New York
$25K
First Manhattan
181
First Manhattan
New York
$22K
AF
182
Allworth Financial
California
$20K
EI
183
Ellevest Inc
New York
$13K +$63 +1 +0.5%
CAL
184
Capital Analysts LLC
Pennsylvania
$7K -$49.8K -795 -88%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$4K +$3.89K +62 New
TCWM
186
Total Clarity Wealth Management
Illinois
$3K +$2.57K +41 New
GKWIM
187
Gerber Kawasaki Wealth & Investment Management
California
$2K +$125 +2 New
WFA
188
WestHill Financial Advisors
California
$2K +$2.26K +36 New
WIM
189
Westside Investment Management
California
$1.13K +$642K +10,240 +129%
FTUS
190
Flow Traders U.S.
New York
-$3.18M -50,736 Closed
BPA
191
Beacon Pointe Advisors
California
-$1.52M -24,299 Closed
Renaissance Technologies
192
Renaissance Technologies
New York
-$878K -14,015 Closed
Deutsche Bank
193
Deutsche Bank
Germany
-$432K -6,904 Closed
Bank of New York Mellon
194
Bank of New York Mellon
New York
-$364K -5,813 Closed
AWA
195
Arkadios Wealth Advisors
Georgia
-$263K -4,202 Closed
CIG
196
Cairn Investment Group
Washington
-$251K -4,012 Closed
SB
197
Strategic Blueprint
Georgia
-$164K -2,619 Closed
FFG
198
Ford Financial Group
California
-$8K -133 Closed