We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$6.3M -$91.2K -1,614 -1%
LNC
27
Lincoln National Corp
Pennsylvania
$6.01M +$3.03M +53,586 +101%
MIAN
28
Mariner Independent Advisor Network
Kansas
$5.74M -$176K -3,121 -3%
B
29
Bailard
California
$5.61M -$18.7M -331,303 -77%
MMA
30
Miracle Mile Advisors
California
$5.42M -$13.8M -244,601 -72%
MWAM
31
Manhattan West Asset Management
California
$5.42M +$5.42M +95,946 New
WWP
32
Waypoint Wealth Partners
California
$5.38M +$5.38M +95,315 New
NL
33
Navalign LLC
California
$5.34M +$5.35M +94,639 New
BPA
34
Beacon Pointe Advisors
California
$5.26M +$3.83M +67,846 +268%
Creative Planning
35
Creative Planning
Kansas
$4.76M +$3.18M +56,258 +201%
RWP
36
RWA Wealth Partners
Massachusetts
$4.62M +$4.62M +81,865 New
Jane Street
37
Jane Street
New York
$4.6M -$94.4M -1,670,503 -95%
Osaic Holdings
38
Osaic Holdings
Arizona
$4.04M +$1.58M +27,963 +64%
PCWA
39
Pacific Capital Wealth Advisors
California
$3.98M -$35.2K -623 -0.9%
SW
40
SteelPeak Wealth
California
$3.62M -$48.9K -866 -1%
FCG
41
Financial Connections Group
California
$3.61M +$2.84M +50,290 +367%
SEI Investments
42
SEI Investments
Pennsylvania
$3.58M +$3.25M +57,532 +994%
BOTW
43
Bank of the West
California
$3.52M +$54.8K +970 +2%
WSWA
44
Warren Street Wealth Advisors
California
$3.29M +$1.08M +19,100 +49%
Betterment LLC
45
Betterment LLC
New York
$3.23M -$1.11M -19,719 -26%
Deutsche Bank
46
Deutsche Bank
Germany
$3.04M +$3.04M +53,800 New
SIG
47
Spinnaker Investment Group
California
$2.97M +$62.7K +1,110 +2%
SIAG
48
Safeguard Investment Advisory Group
California
$2.95M
DAS
49
Dynamic Advisor Solutions
Arizona
$2.83M +$2.29M +40,476 +421%
FAT
50
First American Trust
California
$2.82M +$239K +4,239 +9%