We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$1.56M +$20.5K +351 +1%
OA
27
Opes Advisors
California
$1.52M +$154K +2,640 +11%
GC
28
Garde Capital
Washington
$1.5M
PS
29
Portfolio Solutions
Michigan
$1.4M +$641K +10,967 +84%
LNC
30
Lincoln National Corp
Pennsylvania
$1.36M +$1.01M +17,332 +290%
TW
31
Towerpoint Wealth
California
$1.22M -$259K -4,430 -17%
KWA
32
KCS Wealth Advisory
California
$1.19M +$101K +1,725 +9%
AWS
33
AJ Wealth Strategies
New York
$1.07M
HWA
34
HCR Wealth Advisors
California
$1.07M -$40.9K -700 -4%
BPC
35
Banque Pictet & Cie
Switzerland
$986K +$4.38K +75 +0.4%
PNAA
36
Pictet North America Advisors
Switzerland
$986K +$4.38K +75 +0.4%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$894K +$895K +15,310 New
BlackRock
38
BlackRock
New York
$888K +$6.72K +115 +0.8%
Citigroup
39
Citigroup
New York
$814K +$181K +3,090 +28%
MA
40
MUFG Americas
New York
$781K +$31.8K +544 +4%
WC
41
Weil Company
California
$770K
CCP
42
Corient Capital Partners
California
$691K +$301K +5,148 +77%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$676K +$39.8K +680 +6%
FAAS
44
First Allied Advisory Services
California
$650K
EWF
45
Epstein & White Financial
California
$645K -$135K -2,313 -17%
BFO
46
Biltmore Family Office
North Carolina
$641K
WT
47
Whittier Trust
California
$638K
HighTower Advisors
48
HighTower Advisors
Illinois
$637K -$68.2K -1,166 -10%
WA
49
Winfield Associates
Ohio
$635K
RJFSA
50
Raymond James Financial Services Advisors
Florida
$631K +$40.8K +698 +7%