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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$355K -$1.59K -26 -0.4%
AAS
102
Avantax Advisory Services
Texas
$352K +$17.8K +290 +5%
ERIM
103
Eagle Ridge Investment Management
Connecticut
$337K – – –
WCG
104
Weaver Consulting Group
California
$328K -$91.8K -1,499 -22%
DAS
105
Dynamic Advisor Solutions
Arizona
$320K – – –
MA
106
Mutual Advisors
Nebraska
$290K -$2.69K -44 -0.9%
PWLP
107
Prio Wealth Limited Partnership
Massachusetts
$282K +$282K +4,600 New
CA
108
Calton & Associates
Florida
$280K +$122 +2 +0%
IWS
109
Insight Wealth Strategies
California
$280K +$1.41K +23 +0.5%
DWM
110
Destination Wealth Management
California
$277K +$20.3K +332 +8%
EWF
111
Epstein & White Financial
California
$271K +$12.5K +204 +5%
CAN
112
Claraphi Advisory Network
United States
$264K +$263K +4,300 New
CAW
113
Cornerstone Advisors (Washington)
Washington
$259K +$258K +4,220 New
MYIA
114
Mount Yale Investment Advisors
Colorado
$251K +$252K +4,120 New
FAN
115
Financial Advisors Network
California
$248K – – –
ACA
116
Atlas Capital Advisors
Wyoming
$235K +$235K +3,840 New
CAG
117
Crestwood Advisors Group
Massachusetts
$208K – – –
OIWM
118
OptiFour Integrated Wealth Management
Virginia
$208K – – –
PAS
119
Park Avenue Securities
New York
$203K +$203K +3,310 New
AM
120
Atwater Malick
Pennsylvania
$201K +$200K +3,272 New
DCM
121
Dimension Capital Management
Florida
$200K +$199K +3,257 New
MM
122
Main Management
California
$185K – – –
SPIA
123
Steward Partners Investment Advisory
New York
$180K +$184 +3 +0.1%
EFSCE
124
Enterprise Financial Services Corp (EFSC)
Missouri
$172K – – –
GAM
125
Gemmer Asset Management
California
$159K +$184 +3 +0.1%
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