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icono de CMF

iShares California Muni Bond ETF
CMF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Stratos Investment Management
251
Stratos Investment Management
Ohio
USD 423 k – – –
North Berkeley Wealth Management
252
North Berkeley Wealth Management
California
USD 415 k +USD 13.2 k +231 +3%
Private Trust Company
253
Private Trust Company
Ohio
USD 413 k +USD 40.9 k +714 +11%
DeLarme Wealth Management
254
DeLarme Wealth Management
California
USD 400 k +USD 26.6 k +465 +7%
Chesley Taft & Associates
255
Chesley Taft & Associates
Illinois
USD 399 k -USD 25.8 k -450 -6%
SWG
256
Summit Wealth Group
Vermont
USD 395 k – – –
RHS Financial
257
RHS Financial
California
USD 389 k -USD 7.44 k -130 -2%
Zhang Financial
258
Zhang Financial
Michigan
USD 379 k – – –
Emergent Wealth Advisors
259
Emergent Wealth Advisors
New York
USD 375 k – – –
Robertson Stephens Wealth Management
260
Robertson Stephens Wealth Management
California
USD 372 k +USD 17.2 k +300 +5%
Montecito Bank & Trust
261
Montecito Bank & Trust
California
USD 372 k – – –
Verus Wealth Management
262
Verus Wealth Management
Wisconsin
USD 369 k -USD 8.59 k -150 -2%
Harper Investing
263
Harper Investing
California
USD 368 k +USD 365 k +6,380 Nuevas
Whitegate Investment Counselors
264
Whitegate Investment Counselors
New Hampshire
USD 366 k – – –
Equitable Holdings
265
Equitable Holdings
New York
USD 365 k +USD 2.46 k +43 +0.7%
Trilogy Capital
266
Trilogy Capital
California
USD 364 k +USD 286 +5 +0.1%
Carnegie Investment Counsel
267
Carnegie Investment Counsel
Ohio
USD 361 k -USD 48.6 k -849 -12%
Safeguard Investment Advisory Group
268
Safeguard Investment Advisory Group
California
USD 357 k +USD 47.5 k +830 +15%
SageView Advisory Group
269
SageView Advisory Group
California
USD 354 k +USD 31.1 k +544 +10%
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
USD 352 k +USD 330 k +5,760 +1,636%
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
USD 352 k +USD 318 k +5,550 +995%
Ledyard National Bank
272
Ledyard National Bank
USD 346 k – – –
Wise Wealth Partners
273
Wise Wealth Partners
Arizona
USD 343 k +USD 2.35 k +41 +0.7%
Van Hulzen Asset Management
274
Van Hulzen Asset Management
California
USD 342 k +USD 50.1 k +875 +17%
TIAA Wealth Investment Management
275
TIAA Wealth Investment Management
New York
USD 340 k +USD 246 k +4,299 +269%
9 10
11
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