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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
MWM
26
Meridian Wealth Management
Kentucky
$709K +$707K +14,000 New
Osaic Holdings
27
Osaic Holdings
Arizona
$709K +$63.4K +1,255 +10%
PWM
28
Perigon Wealth Management
California
$691K +$436K +8,625 +172%
TWM
29
TriaGen Wealth Management
California
$664K +$107K +2,127 +19%
SM
30
Sweeney & Michel
California
$564K +$3.54K +70 +0.6%
AWA
31
Archvest Wealth Advisors
California
$510K +$5K +99 +1%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$507K
APWA
33
Atlas Private Wealth Advisors
New Jersey
$491K -$344K -6,807 -41%
CA
34
Capital Advantage
California
$488K +$1.87K +37 +0.4%
TIAM2
35
Tru Independence Asset Management 2
Oregon
$463K -$23.5K -466 -5%
NA
36
NewEdge Advisors
Louisiana
$437K -$503K -9,966 -54%
BIA
37
Bell Investment Advisors
California
$431K +$37.6K +745 +10%
RWP
38
RWA Wealth Partners
Massachusetts
$396K +$395K +7,817 New
SVWG
39
Shared Vision Wealth Group
United States
$349K +$349K +6,905 New
B
40
Bailard
California
$341K +$340K +6,735 New
BCM
41
Brookstone Capital Management
Illinois
$319K +$318K +6,297 New
Citadel Advisors
42
Citadel Advisors
Florida
$316K +$315K +6,232 New
Cerity Partners
43
Cerity Partners
New York
$308K +$307K +6,081 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$305K -$44.4K -879 -13%
GWM
45
Graybill Wealth Management
Illinois
$304K +$303K +6,000 New
IAN
46
Integrated Advisors Network
Texas
$301K +$300K +5,946 New
EFG
47
Ehrlich Financial Group
California
$301K
Jane Street
48
Jane Street
New York
$272K -$2.16M -42,735 -89%
NAS
49
NWF Advisory Services
California
$271K
MA
50
Mutual Advisors
Nebraska
$253K