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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
$483M +$3.28M +56,779 +0.7%
Wealthfront Advisers
2
Wealthfront Advisers
California
$353M +$62.9M +1,089,990 +21%
Morgan Stanley
3
Morgan Stanley
New York
$106M +$4.74M +82,134 +5%
Bank of America
4
Bank of America
North Carolina
$104M -$5.58M -96,775 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$103M -$5.73M -99,397 -5%
FWI
6
Facet Wealth Inc
Maryland
$89.9M +$4.8M +83,217 +6%
SC
7
Syon Capital
California
$76.9M +$11.8M +204,365 +18%
B
8
Bailard
California
$70.2M -$11.8M -204,519 -14%
EWA
9
EP Wealth Advisors
California
$67.1M +$572K +9,918 +0.8%
LPL Financial
10
LPL Financial
California
$65.3M +$9.12M +158,111 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$58.1M +$27.6M +478,469 +88%
Mariner
12
Mariner
Kansas
$52.2M +$730K +12,660 +1%
BlackRock
13
BlackRock
New York
$50.2M +$37.2M +645,227 +272%
JP Morgan Chase
14
JP Morgan Chase
New York
$38.7M +$1.69M +29,330 +4%
TCIIS
15
TIAA-CREF Individual & Institutional Services
New York
$37.7M +$38.3M +663,621 New
Wells Fargo
16
Wells Fargo
California
$37.4M +$2.82M +48,820 +8%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$37.4M +$6.22M +107,828 +20%
UBS Group
18
UBS Group
Switzerland
$30.2M -$289K -5,004 -0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$26.8M +$1.22M +21,217 +5%
OWM
20
Opes Wealth Management
California
$26.6M +$1.67M +29,000 +7%
BPA
21
Beacon Pointe Advisors
California
$23.4M +$17.1M +295,864 +256%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$23M +$3.48M +60,405 +18%
MWAM
23
Manhattan West Asset Management
California
$22.6M +$1.99M +34,481 +9%
GC
24
Guggenheim Capital
Illinois
$22.5M +$5.96M +103,351 +35%
AssetMark Inc
25
AssetMark Inc
California
$22.3M +$1.09M +18,851 +5%
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