We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
151
Kestra Advisory Services
Texas
$1.06M -$4.26M -75,008 -80%
THL
152
Tillman Hartley LLC
Colorado
$1.06M
DWM
153
Destination Wealth Management
California
$1.04M +$56.8K +999 +6%
SC
154
Savant Capital
Illinois
$1.04M
BCI
155
Brinker Capital Investments
Pennsylvania
$1.03M -$182K -3,197 -15%
OPS
156
Orion Portfolio Solutions
Nebraska
$1.03M -$182K -3,197 -15%
SIAG
157
Safeguard Investment Advisory Group
California
$1.02M -$42.6K -750 -4%
JSW
158
Journey Strategic Wealth
New Jersey
$985K -$27.2K -479 -3%
KGP
159
Keystone Global Partners
Colorado
$969K +$978K +17,211 New
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$967K -$105K -1,847 -10%
BA
161
Bristlecone Advisors
Washington
$962K +$261K +4,595 +37%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$927K +$378K +6,656 +64%
LA
163
LM Advisors
California
$901K -$14.9K -263 -2%
FFA
164
Farther Finance Advisors
California
$894K +$745K +13,100 +470%
LI
165
LifeWealth Investments
Florida
$890K
FFG
166
Fiduciary Financial Group
California
$878K +$905K +15,932 New
FTUS
167
Flow Traders U.S.
New York
$868K -$1.71M -30,125 -66%
AF
168
Allworth Financial
California
$866K -$205K -3,613 -19%
DIA
169
Davidson Investment Advisors
Montana
$846K +$191K +3,359 +29%
TBWA
170
Three Bridge Wealth Advisors
California
$824K +$114 +2 +0%
GWS
171
Greykasell Wealth Strategies
California
$811K +$99.2K +1,746 +14%
CIP
172
Capital Insight Partners
Arizona
$803K +$89.3K +1,571 +12%
SFS
173
Strategic Financial Services
New York
$754K +$372K +6,550 +96%
EA
174
Eclectic Associates
California
$744K -$279K -4,911 -27%
ASG
175
Ariston Services Group
California
$724K