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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
$381M +$136M +2,402,254 +55%
Morgan Stanley
2
Morgan Stanley
New York
$109M +$32.9K +583 +0%
Bank of America
3
Bank of America
North Carolina
$70.6M -$9.82M -173,874 -12%
Ameriprise
4
Ameriprise
Minnesota
$63M +$51.7M +915,993 +460%
Mariner
5
Mariner
Kansas
$33M +$25.7M +454,792 +352%
LPL Financial
6
LPL Financial
California
$26.8M -$5.72M -101,260 -18%
SC
7
Slow Capital
California
$26.5M -$4.32M -76,519 -14%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$25.9M -$50.1M -886,161 -66%
LCM
9
Leisure Capital Management
California
$25.3M +$25.3M +448,426 New
EWA
10
EP Wealth Advisors
California
$21.6M +$668K +11,818 +3%
OGF
11
Orin Green Financial
California
$15M +$12.8M +227,217 +612%
AssetMark Inc
12
AssetMark Inc
California
$14.8M +$14.8M +262,447 New
UBS Group
13
UBS Group
Switzerland
$13.7M -$1.37M -24,304 -9%
Wells Fargo
14
Wells Fargo
California
$13.3M -$1.78M -31,483 -12%
MWM
15
Mission Wealth Management
California
$13.2M -$40.1M -709,615 -75%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$12.2M +$2.54M +44,954 +26%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11.9M +$1.89M +33,402 +19%
PFA
18
Pure Financial Advisors
California
$11.3M -$3.37M -59,665 -23%
Renaissance Technologies
19
Renaissance Technologies
New York
$11M +$11.1M +195,700 New
MA
20
MUFG Americas
New York
$10.4M +$878K +15,548 +9%
AWA
21
Arete Wealth Advisors
Illinois
$10.3M +$5.45M +96,437 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.08M -$339K -6,003 -5%
FFA
23
First Foundation Advisors
California
$6.84M +$926K +16,387 +16%
AllianceBernstein
24
AllianceBernstein
Tennessee
$6.53M +$5.38M +95,308 +467%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.44M -$1.07M -18,934 -14%
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