We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Karp Capital Management
California
$2.87M +$211K +3,662 +8%
FCA
27
FLC Capital Advisors
California
$2.4M +$2.36M +41,062 New
BOTW
28
Bank of the West
California
$2.2M +$1.22M +21,223 +129%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.16M +$46.9K +815 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.11M -$142K -2,459 -6%
NFG
31
NewFocus Financial Group
Washington
$2.02M +$1.99M +34,490 New
FCIM
32
Fairview Capital Investment Management
California
$1.65M +$1.63M +28,250 New
GC
33
Garde Capital
Washington
$1.54M
FFA
34
First Foundation Advisors
California
$1.48M -$538K -9,339 -27%
EAM
35
Evanson Asset Management
California
$1.48M
TCPWM
36
Traverso Chambers Private Wealth Management
California
$1.39M +$1.37M +23,816 New
PFC
37
Personal Financial Consultants
California
$1.33M -$511K -8,869 -28%
Renaissance Technologies
38
Renaissance Technologies
New York
$1.28M +$1.26M +21,920 New
EA
39
Elm Advisors
California
$1.26M +$1.02M +17,635 +450%
Citigroup
40
Citigroup
New York
$1.17M +$424K +7,362 +58%
AWS
41
AJ Wealth Strategies
New York
$1.16M
RF
42
RHS Financial
California
$1.14M +$1.13M +19,581 New
VWA
43
VERITY Wealth Advisors
United States
$1.09M +$1.07M +18,657 New
OFG
44
Omega Financial Group
California
$1.06M +$1.05M +18,213 New
HWA
45
HCR Wealth Advisors
California
$1.05M -$44.3K -770 -4%
JP Morgan Chase
46
JP Morgan Chase
New York
$959K -$23.1K -402 -2%
BRWM
47
B. Riley Wealth Management
Tennessee
$874K +$451K +7,837 +110%
LFASL
48
Lugano Financial Advisors SA (LFA)
Switzerland
$868K
BPC
49
Banque Pictet & Cie
Switzerland
$847K
PNAA
50
Pictet North America Advisors
Switzerland
$847K