We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
51
Rand Wealth
Maryland
$368K
BOS
52
Bank of Stockton
California
$337K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$335K
CAN
54
Cetera Advisor Networks
California
$302K -$809 -14 -0.3%
LGWM
55
Litman Gregory Wealth Management
California
$289K
Stifel Financial
56
Stifel Financial
Missouri
$281K +$347 +6 +0.1%
CCP
57
Corient Capital Partners
California
$279K -$57.8K -1,000 -17%
BOTW
58
Bank of the West
California
$251K +$250K +4,324 New
RJFSA
59
Raymond James Financial Services Advisors
Florida
$238K -$497K -8,600 -68%
EWM
60
Empirical Wealth Management
Washington
$233K -$69.9K -1,210 -23%
CCM
61
Coe Capital Management
Illinois
$230K
PAS
62
Partnervest Advisory Services
California
$227K -$85.3K -1,476 -27%
Mariner
63
Mariner
Kansas
$218K -$85.3K -1,476 -28%
ERIM
64
Eagle Ridge Investment Management
Connecticut
$211K
WIM
65
Westside Investment Management
California
$203K
GRP
66
Global Retirement Partners
California
$162K
CAG
67
Crestwood Advisors Group
Massachusetts
$154K +$153K +2,650 New
SEIA
68
Signature Estate & Investment Advisors
California
$121K
SPIA
69
Steward Partners Investment Advisory
New York
$106K
US Bancorp
70
US Bancorp
Minnesota
$59K +$809 +14 +1%
GWM
71
Geneos Wealth Management
Colorado
$58K
RFA
72
Reilly Financial Advisors
California
$52K -$11.6K -200 -18%
GI
73
Gradient Investments
Minnesota
$39K
PA
74
Parallel Advisors
California
$36K +$15.6K +270 +78%
ASN
75
Advisory Services Network
Georgia
$30K +$30.3K +524 New