We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Empirical Wealth Management
Washington
$2.79M +$1.87M +33,196 +205%
OFG
52
Omega Financial Group
California
$2.6M -$1.77M -31,405 -41%
FCH
53
Freestone Capital Holdings
Washington
$2.6M +$241K +4,265 +10%
UCFA
54
United Capital Financial Advisors
Texas
$2.6M +$1.01M +17,851 +63%
WP
55
WealthSource Partners
California
$2.54M +$331K +5,853 +15%
EAM
56
Evanson Asset Management
California
$2.43M +$4.52K +80 +0.2%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$2.11M -$3.52M -62,305 -62%
BZWA
58
Blue Zone Wealth Advisors
California
$2.08M -$67.9K -1,202 -3%
RF
59
RHS Financial
California
$1.95M +$565K +10,007 +41%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.91M +$258K +4,566 +16%
SVCP
61
Silicon Valley Capital Partners
California
$1.85M -$36K -637 -2%
BCM
62
Boltwood Capital Management
California
$1.84M -$1.77M -31,303 -49%
CCM
63
Covington Capital Management
California
$1.81M -$10.2K -180 -0.6%
PPW
64
Parcion Private Wealth
Washington
$1.75M +$284K +5,030 +20%
RJA
65
Raymond James & Associates
Florida
$1.75M +$459K +8,132 +36%
FCIM
66
Fairview Capital Investment Management
California
$1.59M -$469K -8,300 -23%
PA
67
Parallel Advisors
California
$1.57M -$396K -7,011 -20%
LCAM
68
London & Capital Asset Management
United Kingdom
$1.56M
NA
69
NewEdge Advisors
Louisiana
$1.53M +$1.53M +27,027 New
MWM
70
McNaughton Wealth Management
California
$1.5M +$479K +8,473 +47%
CIA
71
Caerus Investment Advisors
Texas
$1.48M +$523K +9,264 +54%
CFA
72
Capstone Financial Advisors
Illinois
$1.41M +$1.41M +24,945 New
DWM
73
Destination Wealth Management
California
$1.33M
Principal Financial Group
74
Principal Financial Group
Iowa
$1.32M +$1.32M +23,402 New
PS
75
Portfolio Solutions
Michigan
$1.29M -$1.98M -35,043 -61%