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iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
201
Corient Private Wealth
Florida
$548K -$209K -3,734 -28%
KGP
202
Keystone Global Partners
Colorado
$547K -$421K -7,517 -44%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$546K -$690K -12,335 -56%
Millennium Management
204
Millennium Management
New York
$541K +$530K +9,481 New
SFA
205
Sequoia Financial Advisors
Ohio
$540K +$21.3K +380 +4%
CSIC
206
Clifford Swan Investment Counsel
California
$528K
DPI
207
Diversified Portfolios Inc
Michigan
$521K +$511K +9,139 New
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$516K -$5.59K -100 -1%
KCM
209
KM Capital Management
Texas
$513K +$3.86K +69 +0.8%
SC
210
Savant Capital
Illinois
$509K +$2.29K +41 +0.5%
BJL
211
Brighton Jones LLC
Washington
$503K +$3.08K +55 +0.6%
C
212
Certuity
Florida
$499K +$490K +8,755 New
HW
213
Hamilton Wealth
California
$495K -$1.22M -21,741 -71%
LPP
214
Life Planning Partners
Florida
$476K
TF
215
TME Financial
California
$466K +$9.73K +174 +2%
CWMK
216
Caliber Wealth Management (Kansas)
Kansas
$466K
NA
217
Nautilus Advisors
California
$448K
MWM
218
Meridian Wealth Management
Kentucky
$446K +$50.4K +900 +13%
CTA
219
Chesley Taft & Associates
Illinois
$421K +$18.2K +325 +5%
PTC
220
Private Trust Company
Ohio
$400K +$23.9K +427 +6%
NBWM
221
North Berkeley Wealth Management
California
$393K
SA
222
Sovran Advisors
California
$392K -$1.68K -30 -0.4%
SWG
223
Summit Wealth Group
Vermont
$391K +$23.1K +413 +6%
VWM
224
Verus Wealth Management
Wisconsin
$389K -$7.27K -130 -2%
EA
225
Eclectic Associates
California
$386K