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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$191K +$196K +3,479 New
HWP
202
Highline Wealth Partners
California
$188K +$1.13K +20 +0.6%
GRP
203
Global Retirement Partners
California
$163K +$48.6K +864 +41%
CPA
204
Cardiff Park Advisors
California
$157K +$956 +17 +0.6%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$157K -$91.1K -1,620 -36%
MM
206
Main Management
California
$136K -$24.6K -437 -15%
AF
207
Allworth Financial
California
$103K +$68.6K +1,220 +183%
AIP
208
Ameritas Investment Partners
Nebraska
$80.3K -$152K -2,708 -65%
DJSG
209
D.J. St. Germain
Massachusetts
$65.8K -$125K -2,225 -65%
TFG
210
Team Financial Group
California
$65.3K +$67K +1,191 New
SSWM
211
Sheets Smith Wealth Management
North Carolina
$55.2K +$56.6K +1,007 New
FFA
212
Founders Financial Alliance
North Carolina
$54.4K
SPIA
213
Steward Partners Investment Advisory
New York
$53.5K +$281 +5 +0.5%
TIM
214
Tortoise Investment Management
New York
$38.4K -$19.8K -352 -33%
First Manhattan
215
First Manhattan
New York
$19.8K
CAL
216
Capital Analysts LLC
Pennsylvania
$6K
HI
217
Harbour Investments
Wisconsin
$3.33K +$56 +1 +2%
SVCP
218
Silicon Valley Capital Partners
California
$267
TRCT
219
Tower Research Capital (TRC)
New York
$55 +$56 +1 New
FCG
220
Financial Connections Group
California
-$10.6M -186,264 Closed
EAM
221
Evanson Asset Management
California
-$2.88M -50,542 Closed
Renaissance Technologies
222
Renaissance Technologies
New York
-$2.03M -35,600 Closed
CIA
223
Caerus Investment Advisors
Texas
-$1.5M -26,264 Closed
LCM
224
Liberty Capital Management
Michigan
-$1.03M -18,075 Closed
CA
225
Calton & Associates
Florida
-$335K -5,886 Closed