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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
$630M -$129M -2,250,461 -17%
Wealthfront Advisers
2
Wealthfront Advisers
California
$391M +$391M +6,807,783 +34,881%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$317M -$21.6M -375,259 -6%
Morgan Stanley
4
Morgan Stanley
New York
$105M +$2.52M +43,898 +2%
Bank of America
5
Bank of America
North Carolina
$97M +$19.3M +335,577 +25%
EWA
6
EP Wealth Advisors
California
$81.5M +$6.54M +113,763 +9%
FWI
7
Facet Wealth Inc
Maryland
$65.4M +$9.03M +156,961 +16%
B
8
Bailard
California
$60.9M +$12.3M +213,617 +25%
Mariner
9
Mariner
Kansas
$50.5M +$4.76M +82,766 +10%
LPL Financial
10
LPL Financial
California
$47.3M +$4.88M +84,863 +11%
UBS Group
11
UBS Group
Switzerland
$45.4M -$2.64M -45,989 -5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$42.5M +$26.8M +465,247 +169%
Wells Fargo
13
Wells Fargo
California
$37.4M -$1.08M -18,800 -3%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$34.3M -$2.5M -43,392 -7%
FFA
15
First Foundation Advisors
California
$32.2M +$961K +16,717 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$27.8M +$1.65M +28,621 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$27.1M +$3.58M +62,245 +15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$25.7M +$1.25M +21,745 +5%
APM
19
a16z Perennial Management
California
$23.9M – – –
BC
20
Brio Consultants
California
$23.6M +$203K +3,534 +0.9%
RBCM
21
Raub Brock Capital Management
California
$23.6M +$223K +3,880 +1%
BlackRock
22
BlackRock
New York
$21.3M +$8.03M +139,660 +60%
OGF
23
Orin Green Financial
California
$21.2M -$20.8M -362,087 Closed
RWP
24
RWA Wealth Partners
Massachusetts
$21M +$279K +4,860 +1%
OWM
25
Opes Wealth Management
California
$19.7M +$1.14M +19,878 +6%
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