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iShares California Muni Bond ETF
| Nombre | Posición | Valor operado |
Cambio en acciones |
Cambio en la participación |
|
|---|---|---|---|---|---|
1
Charles Schwab
San Francisco,
California
| USD 565 M | +USD 74.4 M | +1,298,720 | +15% |
|
2
Wealthfront Advisers
Palo Alto,
California
| USD 419 M | +USD 61.6 M | +1,076,603 | +17% |
|
3
Bank of America
Charlotte,
North Carolina
| USD 114 M | +USD 7.94 M | +138,666 | +8% |
|
4
Morgan Stanley
New York
| USD 112 M | +USD 3.65 M | +63,696 | +3% |
|
5
Facet Wealth Inc
Baltimore,
Maryland
| USD 101 M | +USD 9.7 M | +169,335 | +11% |
|
6
Fidelity Investments
Boston,
Massachusetts
| USD 100 M | -USD 3.71 M | -64,816 | -4% |
|
7
EP Wealth Advisors
Torrance,
California
| USD 97.5 M | +USD 29.2 M | +510,501 | +43% |
|
8
Syon Capital
San Francisco,
California
| USD 80.4 M | +USD 2.49 M | +43,569 | +3% |
|
9
LPL Financial
San Diego,
California
| USD 75.6 M | +USD 9.35 M | +163,261 | +14% |
|
10
Bailard
Foster City,
California
| USD 69.9 M | -USD 1.21 M | -21,191 | -2% |
|
11
Envestnet Asset Management
Chicago,
Illinois
| USD 64.5 M | +USD 5.57 M | +97,204 | +10% |
|
12
Mariner
Overland Park,
Kansas
| USD 53.7 M | +USD 735 k | +12,841 | +1% |
|
13
BlackRock
New York
| USD 49.9 M | -USD 969 k | -16,932 | -2% |
|
14
JP Morgan Chase
New York
| USD 39.8 M | +USD 509 k | +8,891 | +1% |
|
15
Wells Fargo
San Francisco,
California
| USD 38.4 M | +USD 548 k | +9,573 | +1% |
|
16
TIAA-CREF Individual & Institutional Services
New York
| USD 38.4 M | +USD 156 k | +2,727 | +0.4% |
|
17
Mercer Global Advisors
Denver,
Colorado
| USD 36 M | -USD 1.87 M | -32,606 | -5% |
|
18
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 29.4 M | +USD 2.21 M | +38,582 | +8% |
|
19
UBS Group
Zurich,
Switzerland
| USD 29 M | -USD 1.63 M | -28,431 | -5% |
|
20
Guggenheim Capital
Chicago,
Illinois
| USD 27.5 M | +USD 4.68 M | +81,660 | +21% |
|
21
Focus Partners Wealth
Boston,
Massachusetts
| USD 26.2 M | +USD 2.91 M | +50,819 | +13% |
|
22
AssetMark Inc
Concord,
California
| USD 25.1 M | +USD 2.54 M | +44,352 | +11% |
|
23
Cerity Partners
New York
| USD 22.5 M | +USD 3.41 M | +59,514 | +18% |
|
24
West Wealth Group
Irvine,
California
| USD 22.2 M | +USD 3.04 M | +53,024 | +16% |
|
25
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 21.8 M | +USD 1.24 M | +21,653 | +6% |
|