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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
$267M +$25.9M +414,837 +11%
Morgan Stanley
2
Morgan Stanley
New York
$116M +$5.9M +94,347 +5%
Bank of America
3
Bank of America
North Carolina
$84.4M +$1.79M +28,594 +2%
MWM
4
Mission Wealth Management
California
$52M -$759K -12,141 -1%
Ameriprise
5
Ameriprise
Minnesota
$35.4M +$524K +8,381 +1%
LPL Financial
6
LPL Financial
California
$32.2M +$3.49M +55,837 +12%
MMA
7
Miracle Mile Advisors
California
$30.4M -$1.15M -18,392 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$25.5M +$1.78M +28,484 +7%
B
9
Bailard
California
$21.6M -$1.16M -18,599 -5%
EWA
10
EP Wealth Advisors
California
$19.1M +$16.8M +268,227 +690%
Wells Fargo
11
Wells Fargo
California
$15.4M +$100K +1,606 +0.7%
UBS Group
12
UBS Group
Switzerland
$13.4M +$1.52M +24,328 +13%
PFA
13
Pure Financial Advisors
California
$12.6M +$801K +12,819 +7%
Jane Street
14
Jane Street
New York
$12.3M +$3.42M +54,755 +38%
MA
15
MUFG Americas
New York
$11.1M +$408K +6,533 +4%
EWF
16
Epstein & White Financial
California
$8.9M -$233K -3,735 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.67M +$362K +5,786 +4%
TW
18
Towerpoint Wealth
California
$7.82M +$561K +8,980 +8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.81M +$900K +14,391 +13%
SC
20
Slow Capital
California
$7.75M +$642K +10,274 +9%
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$7.73M -$81.3K -1,301 -1%
FFA
22
First Foundation Advisors
California
$7.33M -$3.28M -52,551 -31%
PS
23
Portfolio Solutions
Michigan
$7.07M +$49K +784 +0.7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.92M -$1.08M -17,304 -13%
A
25
AdvicePeriod
California
$6.89M +$429K +6,865 +7%
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