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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$14.7M -$2.22M -38,943 -13%
AssetMark Inc
27
AssetMark Inc
California
$14.6M +$614K +10,783 +4%
FCG
28
Financial Connections Group
California
$14M +$14M +246,144 New
BlackRock
29
BlackRock
New York
$13.7M +$6.69M +117,505 +96%
M
30
MYeCFO
California
$11.8M +$105K +1,846 +0.9%
SEI Investments
31
SEI Investments
Pennsylvania
$11.8M +$929K +16,329 +9%
Ameriprise
32
Ameriprise
Minnesota
$11.5M +$368K +6,471 +3%
PFA
33
Pure Financial Advisors
California
$10.8M +$813K +14,295 +8%
Betterment LLC
34
Betterment LLC
New York
$10.8M +$1.47M +25,892 +16%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$10.7M -$164K -2,890 -2%
OIA
36
OneDigital Investment Advisors
Kansas
$10M +$9.25M +162,515 +1,151%
Creative Planning
37
Creative Planning
Kansas
$10M -$671K -11,793 -6%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$9.59M +$103K +1,815 +1%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$7.88M -$2.07M -36,398 -21%
MMA
40
Miracle Mile Advisors
California
$7.82M -$1.16M -20,452 -13%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$7.79M +$636K +11,185 +9%
BPA
42
Beacon Pointe Advisors
California
$7.48M +$20.1K +354 +0.3%
HW
43
Hamilton Wealth
California
$7.44M +$5.78M +101,621 +348%
WWG
44
West Wealth Group
California
$7.42M +$135K +2,378 +2%
Cerity Partners
45
Cerity Partners
New York
$7.37M +$6.83K +120 +0.1%
NL
46
Navalign LLC
California
$7.16M +$1.03M +18,054 +17%
CWM
47
Certus Wealth Management
California
$7.16M +$582K +10,227 +9%
NA
48
NewEdge Advisors
Louisiana
$7.16M +$6.06M +106,490 +551%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$6.69M +$1.87M +32,863 +39%
Kayne Anderson Rudnick Investment Management
50
Kayne Anderson Rudnick Investment Management
California
$6.51M -$161K -2,838 -2%
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