We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
251
L.J. Altfest & Co
New York
$291K
CA
252
Clune & Associates
Illinois
$281K
TSS
253
Two Sigma Securities
New York
$277K +$276K +4,976 New
I
254
IMPACTfolio
Colorado
$275K
SWP
255
Stratos Wealth Partners
Ohio
$274K +$9.11K +164 +3%
NRI
256
NFP Retirement Inc
California
$272K +$2.05K +37 +0.8%
SWMG
257
Sanchez Wealth Management Group
Florida
$268K -$93.5K -1,685 -26%
EWA
258
Emergent Wealth Advisors
New York
$264K
EWA
259
Exencial Wealth Advisors
Oklahoma
$256K +$5.83K +105 +2%
HWM
260
HB Wealth Management
Georgia
$250K
SVWG
261
Shared Vision Wealth Group
United States
$250K -$381K -6,855 -60%
FLPIM
262
F.L. Putnam Investment Management
Massachusetts
$248K
MFG
263
Magnus Financial Group
New York
$246K +$1.5K +27 +0.6%
KWM
264
Kingsview Wealth Management
Oregon
$244K -$52.7K -949 -18%
EW
265
Elyxium Wealth
California
$242K -$96.2K -1,733 -29%
SEP
266
Southland Equity Partners
Missouri
$241K
Citigroup
267
Citigroup
New York
$240K
SAG
268
SageView Advisory Group
California
$239K +$240K +4,315 New
PAM
269
Palisade Asset Management
Minnesota
$239K
CGH
270
Crossmark Global Holdings
Texas
$238K
CCM
271
Coldstream Capital Management
Washington
$235K -$246K -4,429 -51%
RPGK
272
Retirement Planning Group (Kansas)
Kansas
$223K +$222K +3,999 New
RSS
273
Rosenblum Silverman Sutton
California
$222K +$221K +3,980 New
SCM
274
Stordahl Capital Management
Colorado
$221K +$15.7K +283 +8%
AWS
275
Atria Wealth Solutions
New York
$220K -$129K -2,326 -37%