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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
$551M +$28.8M +498,699 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$299M +$32.3M +560,129 +12%
Morgan Stanley
3
Morgan Stanley
New York
$103M +$6.99M +121,153 +7%
EWA
4
EP Wealth Advisors
California
$72.7M -$209K -3,629 -0.3%
Bank of America
5
Bank of America
North Carolina
$64.7M -$1.72M -29,766 -3%
UBS Group
6
UBS Group
Switzerland
$49.2M -$2.21M -38,220 -4%
Mariner
7
Mariner
Kansas
$43.7M +$1.84M +31,945 +4%
LPL Financial
8
LPL Financial
California
$41.2M +$1.89M +32,747 +5%
B
9
Bailard
California
$38.1M +$29.8M +516,719 +354%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$36.9M +$864K +14,967 +2%
Wells Fargo
11
Wells Fargo
California
$36M +$1.22M +21,226 +4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$34.3M -$8.71M -150,982 -20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$33.7M -$18.4M -318,125 -35%
FFA
14
First Foundation Advisors
California
$32M +$8.2M +142,075 +34%
FWI
15
Facet Wealth Inc
Maryland
$26.5M +$10.1M +174,372 +60%
MWAM
16
Manhattan West Asset Management
California
$24.8M -$311K -5,393 -1%
RBCM
17
Raub Brock Capital Management
California
$23.5M -$578K -10,020 -2%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$22.9M -$8.02M -139,047 -26%
SC
19
Slow Capital
California
$22.6M -$1.74M -30,117 -7%
Jane Street
20
Jane Street
New York
$20.2M +$19.6M +339,683 +3,084%
OGF
21
Orin Green Financial
California
$19.6M -$19.1M -330,689 Closed
OWM
22
Opes Wealth Management
California
$19.6M +$2.65M +45,969 +16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$19.6M +$684K +11,853 +4%
RWP
24
RWA Wealth Partners
Massachusetts
$19.2M +$83K +1,439 +0.4%
BC
25
Brio Consultants
California
$17.5M +$1.48M +25,624 +9%
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