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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWAM
26
Manhattan West Asset Management
California
$18.8M +$79.4K +1,430 +0.4%
SEI Investments
27
SEI Investments
Pennsylvania
$15.3M +$1.64M +29,539 +12%
SC
28
Slow Capital
California
$14.8M -$3.5M -62,962 -19%
ACA
29
Affinity Capital Advisors
California
$13.7M +$5.44M +97,933 +66%
RI
30
Rinkey Investments
California
$13.6M +$8.67M +156,087 +177%
WWG
31
West Wealth Group
California
$13.4M +$1.89M +33,975 +16%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$13.3M +$1.93M +34,700 +17%
Ameriprise
33
Ameriprise
Minnesota
$13.1M +$2.66M +47,847 +26%
M
34
MYeCFO
California
$12.9M -$86.1K -1,550 -0.7%
BlackRock
35
BlackRock
New York
$12.7M -$1.44M -25,957 -10%
Cerity Partners
36
Cerity Partners
New York
$12.6M -$519K -9,340 -4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$12.2M -$733K -13,204 -6%
AllianceBernstein
38
AllianceBernstein
Tennessee
$12.2M +$1.28M +23,100 +12%
ALA
39
Atlas Legacy Advisors
California
$11.4M +$9.26M +166,711 +450%
Betterment LLC
40
Betterment LLC
New York
$11.2M +$329K +5,920 +3%
Creative Planning
41
Creative Planning
Kansas
$11.2M -$2.35M -42,373 -17%
BC
42
Brio Consultants
California
$11.1M -$7.76M -139,692 -41%
PFA
43
Pure Financial Advisors
California
$10.7M -$283K -5,091 -3%
NL
44
Navalign LLC
California
$9.75M -$1.26M -22,728 -12%
FCG
45
Financial Connections Group
California
$9.28M -$1.4M -25,266 -13%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$9.13M +$530K +9,538 +6%
Osaic Holdings
47
Osaic Holdings
Arizona
$9.02M -$2.33M -41,948 -21%
GS
48
GTS Securities
Florida
$8.95M +$8.92M +160,618 New
Renaissance Technologies
49
Renaissance Technologies
New York
$8.43M +$7.34M +132,200 +692%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$8.42M -$479K -8,624 -5%
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