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icono de CMF

iShares California Muni Bond ETF
CMF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 43.8 M +USD 6.92 M +114,072 +19%
Morgan Stanley
2
Morgan Stanley
New York
USD 20.5 M -USD 3.09 M -50,886 -13%
Bailard
3
Bailard
California
USD 16.5 M +USD 1.24 M +20,370 +8%
UBS Group
4
UBS Group
Switzerland
USD 14.4 M -USD 1.7 M -28,056 -11%
LPL Financial
5
LPL Financial
California
USD 8.87 M +USD 242 k +3,988 +3%
Wells Fargo
6
Wells Fargo
California
USD 8.18 M +USD 1.6 M +26,370 +24%
Pure Financial Advisors
7
Pure Financial Advisors
California
USD 7.81 M +USD 1.13 M +18,676 +17%
MUFG Americas
8
MUFG Americas
New York
USD 6.87 M +USD 1.63 M +26,940 +31%
Ameriprise
9
Ameriprise
Minnesota
USD 6.42 M +USD 820 k +13,524 +15%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
USD 5.54 M +USD 903 k +14,882 +19%
Betterment LLC
11
Betterment LLC
New York
USD 4.24 M -USD 419 k -6,902 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
USD 4.11 M +USD 458 k +7,544 +12%
Parkside Advisors
13
Parkside Advisors
California
USD 3.85 M +USD 34 k +560 +0.9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 3.1 M +USD 2.43 M +40,090 +358%
Charles Schwab Investment Advisory
15
Charles Schwab Investment Advisory
California
USD 3.08 M +USD 1.93 M +31,798 +165%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
USD 2.93 M +USD 2.94 M +48,486 Nuevas
BB&T Securities
17
BB&T Securities
Virginia
USD 2.91 M +USD 256 k +4,222 +10%
Banque Pictet & Cie
18
Banque Pictet & Cie
Switzerland
USD 2.75 M -USD 884 k -14,580 -24%
Pictet North America Advisors
19
Pictet North America Advisors
Switzerland
USD 2.75 M -USD 884 k -14,580 -24%
Regis Management Company
20
Regis Management Company
California
USD 2.28 M +USD 1.42 M +23,430 +163%
WealthSource Partners
21
WealthSource Partners
California
USD 2.18 M +USD 48.2 k +794 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
USD 1.79 M +USD 570 k +9,396 +46%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 1.5 M +USD 504 k +8,304 +50%
Mission Wealth Management
24
Mission Wealth Management
California
USD 1.06 M +USD 499 k +8,234 +88%
Garde Capital
25
Garde Capital
Washington
USD 967 k -USD 194 k -3,206 -16%
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