We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$521M +$8.56M +150,221 +2%
Morgan Stanley
2
Morgan Stanley
New York
$95.8M +$6.53M +114,601 +7%
Bank of America
3
Bank of America
North Carolina
$54.6M +$1.3M +22,879 +2%
B
4
Bailard
California
$43.9M -$2.16M -37,963 -5%
Mariner
5
Mariner
Kansas
$39.9M +$829K +14,553 +2%
SC
6
Slow Capital
California
$36.6M +$6.35M +111,526 +21%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$35.7M +$3.16M +55,447 +10%
LPL Financial
8
LPL Financial
California
$35.5M +$7.26M +127,496 +26%
Wells Fargo
9
Wells Fargo
California
$27.9M +$687K +12,061 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$27.7M +$954K +16,750 +4%
SWP
11
Stratos Wealth Partners
Ohio
$27.7M +$2.28M +40,056 +9%
BC
12
Brio Consultants
California
$27.7M +$49.4K +867 +0.2%
MMA
13
Miracle Mile Advisors
California
$23.8M -$3.92M -68,805 -14%
RWP
14
RWA Wealth Partners
Massachusetts
$19.1M +$6.27K +110 +0%
FFA
15
First Foundation Advisors
California
$19.1M +$10.1M +178,136 +114%
MWAM
16
Manhattan West Asset Management
California
$18.6M +$859K +15,085 +5%
OGF
17
Orin Green Financial
California
$17.7M +$73.8K +1,296 +0.4%
BlackRock
18
BlackRock
New York
$16.8M – – –
UBS Group
19
UBS Group
Switzerland
$16.5M -$1.6M -28,033 -9%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$15.8M +$11.1M +194,886 +237%
FWI
21
Facet Wealth Inc
Maryland
$15.5M +$15.6M +273,915 New
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$14.6M +$283K +4,976 +2%
AssetMark Inc
23
AssetMark Inc
California
$14.3M +$559K +9,812 +4%
OWM
24
Opes Wealth Management
California
$14.3M +$229K +4,011 +2%
EWA
25
EP Wealth Advisors
California
$13.1M -$2.33M -40,824 -96%
1
2 3 4 5