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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
$54.4M +$12.7M +216,594 +30%
MWM
2
Mission Wealth Management
California
$45.6M +$45.1M +771,850 +4,389%
CSIA
3
Charles Schwab Investment Advisory
California
$30.4M +$27.8M +476,238 +932%
Morgan Stanley
4
Morgan Stanley
New York
$18.5M -$1.11M -19,068 -6%
UBS Group
5
UBS Group
Switzerland
$15.4M +$1.62M +27,724 +12%
B
6
Bailard
California
$11.4M -$4.4M -75,334 -28%
LPL Financial
7
LPL Financial
California
$8.32M -$197K -3,370 -2%
FFA
8
First Foundation Advisors
California
$6.65M +$6.73M +115,096 New
Ameriprise
9
Ameriprise
Minnesota
$6.46M +$313K +5,350 +5%
PFA
10
Pure Financial Advisors
California
$6.3M -$1.19M -20,306 -16%
Wells Fargo
11
Wells Fargo
California
$5.95M -$1.91M -32,590 -24%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$5.37M +$65.2K +1,116 +1%
NFG
13
NewFocus Financial Group
Washington
$5.25M +$5.31M +90,884 New
Betterment LLC
14
Betterment LLC
New York
$4.02M -$29.2K -500 -0.7%
AWS
15
AJ Wealth Strategies
New York
$3.88M +$3.92M +67,106 New
PA
16
Parkside Advisors
California
$3.72M +$33.4K +572 +0.9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.68M -$251K -4,294 -6%
RBCM
18
Raub Brock Capital Management
California
$3.26M +$3.3M +56,510 New
BTS
19
BB&T Securities
Virginia
$2.91M – – –
BPC
20
Banque Pictet & Cie
Switzerland
$2.78M +$146K +2,500 +5%
PNAA
21
Pictet North America Advisors
Switzerland
$2.78M +$146K +2,500 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.67M +$1.25M +21,396 +86%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.38M -$593K -10,152 -20%
WP
24
WealthSource Partners
California
$2.07M -$21K -360 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.82M +$103K +1,762 +6%
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