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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$20.2M +$2.75M +47,939 +16%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$19.8M +$4.16M +72,417 +27%
AllianceBernstein
28
AllianceBernstein
Tennessee
$19.4M +$3.57M +62,228 +23%
RWP
29
RWA Wealth Partners
Massachusetts
$18M -$166K -2,898 -0.9%
OGF
30
Orin Green Financial
California
$17.6M -$1.03M -17,894 -6%
SEI Investments
31
SEI Investments
Pennsylvania
$17.6M +$723K +12,589 +4%
GC
32
Guggenheim Capital
Illinois
$16.8M +$5.92M +103,048 +54%
SC
33
Slow Capital
California
$16.2M +$2.83M +49,357 +21%
WWG
34
West Wealth Group
California
$15.7M +$2.63M +45,821 +20%
ACA
35
Affinity Capital Advisors
California
$15.5M +$816K +14,208 +6%
Ameriprise
36
Ameriprise
Minnesota
$14.9M +$562K +9,791 +4%
M
37
MYeCFO
California
$14.4M +$1.05M +18,210 +8%
Cerity Partners
38
Cerity Partners
New York
$14.4M +$1,000K +17,414 +7%
BlackRock
39
BlackRock
New York
$13.7M +$166K +2,884 +1%
Betterment LLC
40
Betterment LLC
New York
$13.3M +$799K +13,911 +6%
Creative Planning
41
Creative Planning
Kansas
$12.6M +$372K +6,482 +3%
ALA
42
Atlas Legacy Advisors
California
$12.2M +$709K +12,345 +6%
BC
43
Brio Consultants
California
$11.4M +$648K +11,286 +6%
AWM
44
Axxcess Wealth Management
California
$11.3M +$11.2M +195,887 New
RI
45
Rinkey Investments
California
$11.1M -$3.23M -56,199 -22%
PFA
46
Pure Financial Advisors
California
$10.9M -$35.3K -615 -0.3%
NL
47
Navalign LLC
California
$10.8M +$77.5K +1,350 +0.7%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.51M +$1.05M +18,285 +12%
RIG
49
RiverFront Investment Group
Virginia
$9.14M +$3.91M +68,054 +75%
WPC
50
Wedmont Private Capital
Pennsylvania
$9.09M +$815K +14,202 +10%
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