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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
$375M +$6.18M +99,398 +2%
Morgan Stanley
2
Morgan Stanley
New York
$124M +$842K +13,545 +0.7%
Bank of America
3
Bank of America
North Carolina
$85.9M +$758K +12,197 +0.9%
MWM
4
Mission Wealth Management
California
$54.8M +$6.86M +110,369 +14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$44.5M +$9.43M +151,745 +27%
MMA
6
Miracle Mile Advisors
California
$38.6M +$9.93M +159,838 +35%
LPL Financial
7
LPL Financial
California
$38.5M +$808K +13,007 +2%
SC
8
Slow Capital
California
$24.1M +$1.78M +28,714 +8%
B
9
Bailard
California
$21.6M -$28.7K -462 -0.1%
PFA
10
Pure Financial Advisors
California
$18.8M +$1.28M +20,660 +7%
UBS Group
11
UBS Group
Switzerland
$18.4M +$1.17M +18,794 +7%
Wells Fargo
12
Wells Fargo
California
$18.3M +$1.44M +23,228 +9%
Jane Street
13
Jane Street
New York
$17.5M +$9.13M +146,990 +110%
EWA
14
EP Wealth Advisors
California
$15.5M +$19.8K +318 +0.1%
Ameriprise
15
Ameriprise
Minnesota
$13.5M -$16.6M -266,684 -55%
MA
16
MUFG Americas
New York
$11.4M -$238K -3,831 -2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$10.8M +$81.9K +1,319 +0.8%
Mariner
18
Mariner
Kansas
$10.7M +$271K +4,361 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$10.5M -$776K -12,489 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$8.8M +$334K +5,384 +4%
TW
21
Towerpoint Wealth
California
$8.06M -$629K -10,119 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.88M +$12.7K +205 +0.2%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$7.54M +$50.8K +817 +0.7%
OWM
24
Opes Wealth Management
California
$7.35M +$771K +12,407 +12%
PS
25
Portfolio Solutions
Michigan
$7.13M +$101K +1,626 +1%
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