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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$43.8M +$6.92M +114,072 +19%
Morgan Stanley
2
Morgan Stanley
New York
$20.5M -$3.09M -50,886 -13%
B
3
Bailard
California
$16.5M +$1.24M +20,370 +8%
UBS Group
4
UBS Group
Switzerland
$14.4M -$1.7M -28,056 -11%
LPL Financial
5
LPL Financial
California
$8.87M +$242K +3,988 +3%
Wells Fargo
6
Wells Fargo
California
$8.19M +$1.6M +26,370 +24%
PFA
7
Pure Financial Advisors
California
$7.81M +$1.13M +18,676 +17%
MA
8
MUFG Americas
New York
$6.87M +$1.63M +26,940 +31%
Ameriprise
9
Ameriprise
Minnesota
$6.42M +$820K +13,524 +15%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$5.54M +$903K +14,882 +19%
Betterment LLC
11
Betterment LLC
New York
$4.24M -$419K -6,902 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.11M +$458K +7,544 +12%
PA
13
Parkside Advisors
California
$3.85M +$34K +560 +0.9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.1M +$2.43M +40,090 +358%
CSIA
15
Charles Schwab Investment Advisory
California
$3.08M +$1.93M +31,798 +165%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.93M +$2.94M +48,486 New
BTS
17
BB&T Securities
Virginia
$2.91M +$256K +4,222 +10%
BPC
18
Banque Pictet & Cie
Switzerland
$2.75M -$884K -14,580 -24%
PNAA
19
Pictet North America Advisors
Switzerland
$2.75M -$884K -14,580 -24%
RMC
20
Regis Management Company
California
$2.28M +$1.42M +23,430 +163%
WP
21
WealthSource Partners
California
$2.18M +$48.2K +794 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.79M +$570K +9,396 +46%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.5M +$504K +8,304 +50%
MWM
24
Mission Wealth Management
California
$1.06M +$499K +8,234 +88%
GC
25
Garde Capital
Washington
$967K -$194K -3,206 -16%
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