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icono de CMF

iShares California Muni Bond ETF
CMF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NDWM LLC
76
NDWM LLC
California
USD 5.31 M +USD 92.7 k +1,619 +2%
Atomi Financial Group
77
Atomi Financial Group
New York
USD 5.01 M -USD 743 k -12,975 -13%
Elmwood Wealth Management
78
Elmwood Wealth Management
California
USD 4.77 M +USD 276 k +4,820 +6%
Umpqua Bank
79
Umpqua Bank
Oregon
USD 4.64 M -USD 57.3 k -1,000 -1%
Plancorp LLC
80
Plancorp LLC
Missouri
USD 4.61 M +USD 4.61 M +80,435 Nuevas
Ducere Wealth Management
81
Ducere Wealth Management
California
USD 4.56 M -USD 637 k -11,133 -12%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
USD 4.47 M +USD 427 k +7,462 +11%
Prime Capital Investment Advisors
83
Prime Capital Investment Advisors
Kansas
USD 4.37 M +USD 4.01 k +70 +0.1%
Mission Wealth Management
84
Mission Wealth Management
California
USD 4.24 M +USD 229 k +4,004 +6%
Choreo LLC
85
Choreo LLC
Illinois
USD 4.22 M -USD 18.3 k -320 -0.4%
Cresset Asset Management
86
Cresset Asset Management
Illinois
USD 4.16 M +USD 3.16 M +55,171 +324%
Sand Hill Global Advisors
87
Sand Hill Global Advisors
California
USD 4.1 M +USD 68.3 k +1,193 +2%
Westfuller Advisors
88
Westfuller Advisors
New York
USD 4.01 M +USD 29.1 k +508 +0.7%
Stifel Financial
89
Stifel Financial
Missouri
USD 3.91 M +USD 341 k +5,962 +10%
Summit Trail Advisors
90
Summit Trail Advisors
New York
USD 3.82 M +USD 31.2 k +545 +0.8%
Ehrlich Financial Group
91
Ehrlich Financial Group
California
USD 3.66 M -USD 286 k -4,993 -7%
HWMC
92
Heritage Wealth Management (California)
California
USD 3.6 M +USD 516 k +9,005 +17%
One Capital Management
93
One Capital Management
California
USD 3.56 M – – –
Silver Oak Wealth Advisors Services
94
Silver Oak Wealth Advisors Services
California
USD 3.49 M -USD 348 k -6,072 -9%
Omega Financial Group
95
Omega Financial Group
California
USD 3.44 M -USD 154 k -2,698 -4%
Lodestar Private Asset Management
96
Lodestar Private Asset Management
California
USD 3.35 M +USD 201 k +3,513 +6%
Warren Street Wealth Advisors
97
Warren Street Wealth Advisors
California
USD 3.27 M +USD 104 k +1,820 +3%
Quantinno Capital Management
98
Quantinno Capital Management
New York
USD 3.18 M +USD 5.27 k +92 +0.2%
Goldman Sachs
99
Goldman Sachs
New York
USD 3.15 M +USD 2.34 M +40,789 +296%
Ballast Rock Private Wealth
100
Ballast Rock Private Wealth
South Carolina
USD 3.12 M -USD 1.74 M -30,352 -36%
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