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iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$546M +$547M +9,605,110 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$321M +$25.7M +451,055 +9%
Morgan Stanley
3
Morgan Stanley
New York
$102M +$29.8K +523 +0%
EWA
4
EP Wealth Advisors
California
$72.4M +$629K +11,062 +0.9%
Bank of America
5
Bank of America
North Carolina
$59.4M -$4.53M -79,689 -7%
Mariner
6
Mariner
Kansas
$46.9M +$3.75M +65,828 +9%
UBS Group
7
UBS Group
Switzerland
$46.2M -$2.52M -44,250 -5%
B
8
Bailard
California
$40.5M +$2.81M +49,388 +7%
LPL Financial
9
LPL Financial
California
$39.3M -$1.48M -25,945 -4%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$36.8M +$341K +5,990 +0.9%
Wells Fargo
11
Wells Fargo
California
$33.6M -$2M -35,213 -6%
FWI
12
Facet Wealth Inc
Maryland
$33.5M +$6.85M +120,444 +26%
FFA
13
First Foundation Advisors
California
$32M +$302K +5,310 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$24.9M -$8.43M -148,109 -25%
RBCM
15
Raub Brock Capital Management
California
$23.2M -$17.9K -315 -0.1%
JP Morgan Chase
16
JP Morgan Chase
New York
$20.3M +$4.16M +73,075 +26%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$20M +$667K +11,714 +3%
OGF
18
Orin Green Financial
California
$19.6M +$19.6M +344,948 New
BC
19
Brio Consultants
California
$19.4M +$2.1M +36,857 +12%
RWP
20
RWA Wealth Partners
Massachusetts
$18.9M -$105K -1,837 -0.6%
OWM
21
Opes Wealth Management
California
$18.7M -$608K -10,677 -3%
MWAM
22
Manhattan West Asset Management
California
$18M -$6.55M -115,119 -27%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$17.2M -$16.7M -293,839 -49%
SC
24
Slow Capital
California
$16.8M -$5.54M -97,365 -25%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$15.5M -$6.06M -106,486 -27%
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