We are live on ! Find out more
CMF icon

iShares California Muni Bond ETF
CMF

Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$577M -$41.7M -734,201 -7%
Wealthfront Advisers
2
Wealthfront Advisers
California
$504M +$121M +2,124,579 +31%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$272M -$40.2M -707,856 -13%
Morgan Stanley
4
Morgan Stanley
New York
$103M -$924K -16,263 -0.9%
SC
5
Syon Capital
California
$75.8M +$76.5M +1,346,273 New
Bank of America
6
Bank of America
North Carolina
$72.8M -$22.8M -400,695 -24%
EWA
7
EP Wealth Advisors
California
$71.7M -$8.44M -148,487 -10%
B
8
Bailard
California
$64.8M +$5.06M +89,072 +8%
Jane Street
9
Jane Street
New York
$58.1M +$58.6M +1,031,769 New
FWI
10
Facet Wealth Inc
Maryland
$57.2M -$6.71M -118,029 -10%
Mariner
11
Mariner
Kansas
$47.8M -$1.82M -32,037 -4%
LPL Financial
12
LPL Financial
California
$45.1M -$1.41M -24,756 -3%
UBS Group
13
UBS Group
Switzerland
$40.6M -$4.08M -71,782 -9%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$31.3M -$2.45M -43,065 -7%
FFA
15
First Foundation Advisors
California
$29.7M -$1.95M -34,278 -6%
JP Morgan Chase
16
JP Morgan Chase
New York
$27.7M +$1.08M +18,989 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$26.4M -$869K -15,298 -3%
Wells Fargo
18
Wells Fargo
California
$25.4M -$11.4M -200,527 -31%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$24.5M -$719K -12,653 -3%
RBCM
20
Raub Brock Capital Management
California
$23.2M +$69.2K +1,217 +0.3%
OWM
21
Opes Wealth Management
California
$20.5M +$1.06M +18,641 +5%
AssetMark Inc
22
AssetMark Inc
California
$20.2M +$1.68M +29,572 +9%
OGF
23
Orin Green Financial
California
$20.1M +$20.8M +366,010 New
RWP
24
RWA Wealth Partners
Massachusetts
$19.7M -$865K -15,224 -4%
BC
25
Brio Consultants
California
$19.1M -$4.14M -72,910 -18%
1
2 3 4 5