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iShares California Muni Bond ETF
CMF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Keystone Global Partners
151
Keystone Global Partners
Colorado
USD 1.3 M -USD 32.7 k -571 -2%
WealthPlan Investment Management
152
WealthPlan Investment Management
Nebraska
USD 1.29 M -USD 39.3 k -687 -3%
United Capital Financial Advisors
153
United Capital Financial Advisors
Texas
USD 1.28 M -USD 44.4 k -775 -3%
IFC Advisors
154
IFC Advisors
California
USD 1.27 M +USD 242 k +4,224 +24%
Impact Investors
155
Impact Investors
California
USD 1.27 M +USD 114 k +1,995 +10%
McNaughton Wealth Management
156
McNaughton Wealth Management
California
USD 1.23 M -USD 108 k -1,886 -8%
Allworth Financial
157
Allworth Financial
California
USD 1.23 M -USD 14.4 k -252 -1%
HCR Wealth Advisors
158
HCR Wealth Advisors
California
USD 1.2 M -USD 66.4 k -1,160 -5%
Precision Wealth Strategies
159
Precision Wealth Strategies
Missouri
USD 1.2 M +USD 1.2 M +20,897 Nuevas
HSBC Holdings
160
HSBC Holdings
United Kingdom
USD 1.2 M -USD 20.1 k -351 -2%
Wealthcare Advisory Partners
161
Wealthcare Advisory Partners
Pennsylvania
USD 1.19 M +USD 74 k +1,293 +7%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
USD 1.19 M +USD 177 k +3,100 +18%
Johnson Bixby & Associates
163
Johnson Bixby & Associates
Washington
USD 1.19 M – – –
Portfolio Design Labs
164
Portfolio Design Labs
California
USD 1.18 M +USD 374 k +6,539 +47%
Focus Partners Advisor Solutions
165
Focus Partners Advisor Solutions
Missouri
USD 1.18 M -USD 274 k -4,783 -19%
IEQ Capital
166
IEQ Capital
California
USD 1.15 M -USD 782 k -13,656 -41%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
USD 1.14 M +USD 450 k +7,863 +66%
Tillman Hartley LLC
168
Tillman Hartley LLC
Colorado
USD 1.1 M – – –
Vilga Financial Planning
169
Vilga Financial Planning
New Jersey
USD 1.07 M – – –
Kestra Advisory Services
170
Kestra Advisory Services
Texas
USD 1.07 M -USD 85.9 k -1,501 -8%
Diversified Portfolios Inc
171
Diversified Portfolios Inc
Michigan
USD 1.05 M +USD 232 k +4,061 +29%
NewEdge Advisors
172
NewEdge Advisors
Louisiana
USD 1.04 M -USD 818 k -14,292 -44%
Golden State Wealth Management
173
Golden State Wealth Management
California
USD 1.03 M +USD 925 k +16,151 +920%
Roof Eidam Maycock Peralta (REMP)
174
Roof Eidam Maycock Peralta (REMP)
California
USD 1.03 M – – –
Values Added Financial
175
Values Added Financial
District of Columbia
USD 1.02 M +USD 163 k +2,840 +19%
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