We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
126
One Wealth Advisors
California
$311K
MCM
127
Mattern Capital Management
Colorado
$303K +$11K +176 +4%
HAS
128
HBW Advisory Services
California
$296K +$2.13K +34 +0.7%
LRPA
129
L. Roy Papp & Associates
Arizona
$293K +$62.6K +1,000 +27%
FAIM
130
Financial Advocates Investment Management
Washington
$291K +$17.1K +274 +6%
SCG
131
Sonata Capital Group
Washington
$289K
PWLP
132
Prio Wealth Limited Partnership
Massachusetts
$287K
CA
133
Calton & Associates
Florida
$285K +$125 +2 +0%
G
134
GenTrust
Florida
$274K -$692K -11,050 -72%
ACA
135
Ackerman Capital Advisors
Texas
$265K +$43.2K +691 +19%
DADC
136
D.A. Davidson & Co
Montana
$257K
MCCP
137
Mission Creek Capital Partners
California
$250K
Bank of New York Mellon
138
Bank of New York Mellon
New York
$245K -$102K -1,629 -29%
AWA
139
Arete Wealth Advisors
Illinois
$231K -$3.5K -56 -1%
MYIA
140
Mount Yale Investment Advisors
Colorado
$231K -$3.5K -56 -1%
22CM
141
20/20 Capital Management
California
$228K
CAG
142
Crestwood Advisors Group
Massachusetts
$225K
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$225K +$2.63K +42 +1%
CAW
144
Cornerstone Advisors (Washington)
Washington
$222K
CCP
145
Corient Capital Partners
California
$211K
QCMC
146
Quantum Capital Management (California)
California
$211K +$6.26K +100 +3%
PAS
147
Park Avenue Securities
New York
$207K
RJA
148
Raymond James & Associates
Florida
$206K -$2.5K -40 -1%
AM
149
Atwater Malick
Pennsylvania
$204K
LWAC
150
Laurel Wealth Advisors (California)
California
$203K -$6.63K -106 -3%