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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$173M +$25.9M +432,246 +18%
Bank of America
2
Bank of America
North Carolina
$74.1M +$101K +1,685 +0.1%
MWM
3
Mission Wealth Management
California
$56.2M -$5.8M -96,598 -9%
Morgan Stanley
4
Morgan Stanley
New York
$51.4M +$2.13M +35,497 +4%
MMA
5
Miracle Mile Advisors
California
$37.7M +$2.7M +45,034 +8%
UBS Group
6
UBS Group
Switzerland
$28.5M +$3.96M +66,007 +16%
B
7
Bailard
California
$21.3M -$108K -1,793 -0.5%
PFA
8
Pure Financial Advisors
California
$13.2M +$211K +3,523 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$12.1M +$10.3M +170,971 +584%
LPL Financial
10
LPL Financial
California
$11.1M +$1.53M +25,479 +16%
Ameriprise
11
Ameriprise
Minnesota
$9.6M -$641K -10,677 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.03M +$97.8K +1,630 +1%
Principal Financial Group
13
Principal Financial Group
Iowa
$8.34M +$8.25M +137,500 New
Wells Fargo
14
Wells Fargo
California
$7.8M -$403K -6,716 -5%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$6.61M +$84.6K +1,410 +1%
A
16
AdvicePeriod
California
$6.37M -$621K -10,345 -9%
SC
17
Slow Capital
California
$6.18M +$229K +3,816 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.87M +$188K +3,126 +3%
TW
19
Towerpoint Wealth
California
$5.78M +$906K +15,094 +19%
FI
20
FormulaFolio Investments
Michigan
$4.92M -$3.19M -53,179 -40%
Betterment LLC
21
Betterment LLC
New York
$4.52M +$656K +10,937 +17%
PS
22
Portfolio Solutions
Michigan
$4.49M – – –
WP
23
WealthSource Partners
California
$4.33M -$155K -2,585 -3%
MIAN
24
Mariner Independent Advisor Network
Kansas
$4.23M +$464K +7,742 +12%
PA
25
Parkside Advisors
California
$3.65M +$91.9K +1,532 +3%
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