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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$17.6M +$8.76M +156,600 +104%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$17.3M -$2.21M -39,457 -12%
SEI Investments
28
SEI Investments
Pennsylvania
$16.8M +$1.11M +19,758 +7%
AllianceBernstein
29
AllianceBernstein
Tennessee
$15.7M +$3.15M +56,351 +26%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$15.5M +$6.03M +107,812 +66%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$15.4M +$1.69M +30,296 +13%
ACA
32
Affinity Capital Advisors
California
$14.5M +$511K +9,128 +4%
RI
33
Rinkey Investments
California
$14.3M +$315K +5,622 +2%
Ameriprise
34
Ameriprise
Minnesota
$14.2M +$799K +14,287 +6%
BlackRock
35
BlackRock
New York
$13.4M +$355K +6,350 +3%
Cerity Partners
36
Cerity Partners
New York
$13.3M +$393K +7,024 +3%
M
37
MYeCFO
California
$13.3M +$319K +5,709 +3%
SC
38
Slow Capital
California
$13.2M -$1.89M -33,847 -13%
WWG
39
West Wealth Group
California
$13.1M -$679K -12,133 -5%
Betterment LLC
40
Betterment LLC
New York
$12.4M +$918K +16,409 +8%
Creative Planning
41
Creative Planning
Kansas
$12.2M +$726K +12,985 +6%
ALA
42
Atlas Legacy Advisors
California
$11.4M -$172K -3,081 -2%
PFA
43
Pure Financial Advisors
California
$10.8M -$124K -2,220 -1%
GC
44
Guggenheim Capital
Illinois
$10.8M +$3.82M +68,329 +56%
BC
45
Brio Consultants
California
$10.7M -$692K -12,361 -6%
NL
46
Navalign LLC
California
$10.6M +$609K +10,877 +6%
Osaic Holdings
47
Osaic Holdings
Arizona
$9.3M +$122K +2,186 +1%
FCG
48
Financial Connections Group
California
$9.06M -$429K -7,663 -5%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.4M +$3.45M +61,688 +72%
WPC
50
Wedmont Private Capital
Pennsylvania
$8.17M +$8.01M +143,224 New
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