We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
51
Litman Gregory Wealth Management
California
$300K
BIM
52
BlackRock Investment Management
Delaware
$298K
Stifel Financial
53
Stifel Financial
Missouri
$292K -$36.6K -604 -11%
CAN
54
Cetera Advisor Networks
California
$271K +$12.1K +200 +5%
CCP
55
Corient Capital Partners
California
$264K +$265K +4,376 New
CCM
56
Coe Capital Management
Illinois
$239K
RW
57
Rand Wealth
Maryland
$239K
MFS
58
MSI Financial Services
Massachusetts
$220K +$67.9K +1,120 +44%
ERIM
59
Eagle Ridge Investment Management
Connecticut
$220K +$221K +3,640 New
ASN
60
Advisory Services Network
Georgia
$213K +$214K +3,536 New
RJA
61
Raymond James & Associates
Florida
$212K -$31.5K -520 -13%
CCM
62
Coldstream Capital Management
Washington
$210K +$728 +12 +0.3%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$208K -$2.06K -34 -1%
LWAC
64
Laurel Wealth Advisors (California)
California
$207K
BOTW
65
Bank of the West
California
$205K
SEIA
66
Signature Estate & Investment Advisors
California
$134K
CWM
67
Concert Wealth Management
California
$76K +$75.9K +1,252 New
NFG
68
Next Financial Group
Texas
$74K +$74K +1,220 New
AIP
69
Ameritas Investment Partners
Nebraska
$72K
RFA
70
Reilly Financial Advisors
California
$66K +$66.7K +1,100 New
GWM
71
Geneos Wealth Management
Colorado
$60K +$24.3K +400 +67%
GAM
72
Gemmer Asset Management
California
$55K
GI
73
Gradient Investments
Minnesota
$41K
IWMPD
74
Integrated Wealth Management (Palm Desert)
California
$30K +$30.5K +502 New
SEI Investments
75
SEI Investments
Pennsylvania
$13K +$12.7K +210 New