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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
$292M -$76.9M -1,358,167 -20%
Morgan Stanley
2
Morgan Stanley
New York
$114M +$10M +177,242 +9%
Bank of America
3
Bank of America
North Carolina
$58.3M -$9.97M -176,089 -14%
Mariner
4
Mariner
Kansas
$33.8M +$2.19M +38,671 +7%
LPL Financial
5
LPL Financial
California
$26M +$263K +4,641 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.2M +$14.4M +253,746 +120%
BC
7
Brio Consultants
California
$24.3M +$25.5M +449,642 New
SC
8
Slow Capital
California
$23.2M -$2.33M -41,190 -9%
B
9
Bailard
California
$22.3M +$17.6M +311,366 +313%
OGF
10
Orin Green Financial
California
$16.8M +$2.62M +46,364 +18%
Ameriprise
11
Ameriprise
Minnesota
$15.9M -$46.5M -821,883 -74%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$15.8M +$4.28M +75,592 +35%
WP
13
WealthSource Partners
California
$14.9M +$13M +229,018 +508%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$14.7M -$10.6M -187,574 -41%
AssetMark Inc
15
AssetMark Inc
California
$14.5M +$272K +4,802 +2%
EWA
16
EP Wealth Advisors
California
$14.2M -$6.82M -120,481 -32%
FTUS
17
Flow Traders U.S.
New York
$14.1M +$14.7M +260,232 New
Wells Fargo
18
Wells Fargo
California
$14.1M +$1.29M +22,795 +10%
UBS Group
19
UBS Group
Switzerland
$12.5M -$645K -11,395 -5%
MWM
20
Mission Wealth Management
California
$12.4M -$261K -4,602 -2%
PFA
21
Pure Financial Advisors
California
$10.8M -$44.2K -780 -0.4%
OWM
22
Opes Wealth Management
California
$10.8M +$11M +194,977 +5,298%
MA
23
MUFG Americas
New York
$10.5M +$565K +9,986 +5%
FCG
24
Financial Connections Group
California
$10.3M +$7.12M +125,792 +197%
MWAM
25
Manhattan West Asset Management
California
$7.71M +$2.62M +46,331 +48%
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