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CALI

BlackRock ETF Trust II iShares Short-Term California Muni Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.5M +$5.1M +101,055 +41%
CFG
2
Citizens Financial Group
Rhode Island
$14.5M +$11.9M +235,418 +462%
GRP
3
Global Retirement Partners
California
$14M +$13.9M +276,204 New
EWM
4
Elmwood Wealth Management
California
$11.6M +$892K +17,681 +8%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$7.55M +$403K +7,997 +6%
FAT
6
First American Trust
California
$5.25M +$2.23M +44,278 +74%
DWM
7
DeLarme Wealth Management
California
$4.87M +$365K +7,239 +8%
NL
8
NDWM LLC
California
$4.49M +$249K +4,942 +6%
SM
9
Sweeney & Michel
California
$4.25M +$878K +17,412 +26%
MMA
10
Miracle Mile Advisors
California
$3.36M -$723K -14,327 -18%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.28M +$1.6M +31,670 +95%
EC
12
Elequin Capital
New York
$3.28M +$3.27M +64,841 New
IWC
13
Integrated Wealth Concepts
Massachusetts
$2.95M +$275K +5,452 +10%
B
14
Bailard
California
$2.92M +$2.42M +47,990 +491%
HIP
15
HUB Investment Partners
Texas
$2.47M +$2.11M +41,757 +583%
PWS
16
Precision Wealth Strategies
Missouri
$2.46M +$2.46M +48,758 New
FMN
17
Financial Management Network
California
$2.17M +$618K +12,247 +40%
PPW
18
Pasadena Private Wealth
California
$2.16M +$521K +10,321 +32%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$1.67M +$560K +11,104 +51%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.62M +$8.52K +169 +0.5%
TWM
21
TriaGen Wealth Management
California
$1.57M +$407K +8,071 +35%
VA
22
Valmark Advisers
Ohio
$1.54M +$559K +11,087 +57%
MKA
23
M. Kulyk & Associates
Georgia
$1.52M +$767K +15,212 +102%
WI
24
WrapManager Inc
California
$1.49M +$1.49M +29,541 New
SWP
25
Stratos Wealth Partners
Ohio
$1.45M +$1.44M +28,644 New