We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
51
Bank of Stockton
California
$335K -$409K -7,000 -55%
CCP
52
Corient Capital Partners
California
$335K +$83.1K +1,422 +32%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$332K
Bank of New York Mellon
54
Bank of New York Mellon
New York
$324K +$329K +5,622 New
PAS
55
Partnervest Advisory Services
California
$311K +$1.05K +18 +0.3%
AW
56
ACG Wealth
Georgia
$306K +$1.64K +28 +0.5%
EWM
57
Empirical Wealth Management
Washington
$301K +$305K +5,212 New
Mariner
58
Mariner
Kansas
$301K +$305K +5,216 New
CAN
59
Cetera Advisor Networks
California
$299K +$40.9K +700 +16%
LGWM
60
Litman Gregory Wealth Management
California
$287K
BIM
61
BlackRock Investment Management
Delaware
$286K
Stifel Financial
62
Stifel Financial
Missouri
$278K
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$259K +$57.5K +984 +29%
CCM
64
Coe Capital Management
Illinois
$229K
ERIM
65
Eagle Ridge Investment Management
Connecticut
$209K -$1.17K -20 -0.5%
WIM
66
Westside Investment Management
California
$202K +$204K +3,488 New
CCM
67
Coldstream Capital Management
Washington
$200K
GRP
68
Global Retirement Partners
California
$161K +$163K +2,794 New
SEIA
69
Signature Estate & Investment Advisors
California
$120K -$8.07K -138 -6%
SPIA
70
Steward Partners Investment Advisory
New York
$105K +$107K +1,830 New
MBT
71
Montecito Bank & Trust
California
$87K +$87.7K +1,500 New
NFG
72
Next Financial Group
Texas
$70K
RFA
73
Reilly Financial Advisors
California
$64K
GWM
74
Geneos Wealth Management
Colorado
$57K
US Bancorp
75
US Bancorp
Minnesota
$57K +$58.1K +994 New