We are live on ! Find out more
CALI

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

Name Holding Trade Value Shares
Change
Change in
Stake
RPSA
51
Richard P. Slaughter Associates
Texas
$576K -$168K -3,326 -23%
SWM
52
Selby Wealth Management
California
$556K +$136K +2,703 +33%
SFS
53
Sowell Financial Services
Arkansas
$526K +$102K +2,026 +24%
WCG
54
Weaver Consulting Group
California
$521K +$40.4K +800 +8%
VFG
55
V2 Financial group
Illinois
$518K +$18.2K +360 +4%
KFP
56
Kroeger Financial Partners
California
$514K +$513K +10,167 New
WAS
57
WESPAC Advisors SoCal
California
$501K -$544K -10,790 -52%
FWP
58
Flatrock Wealth Partners
California
$472K +$471K +9,341 New
CA
59
Capital Advantage
California
$471K
TIAM2
60
Tru Independence Asset Management 2
Oregon
$462K
BVP
61
Bristlecone Value Partners
California
$461K +$66.8K +1,325 +17%
BIA
62
Bell Investment Advisors
California
$443K +$2.77K +55 +0.6%
SFG
63
Shum Financial Group
California
$434K +$433K +8,592 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$431K +$75.8K +1,503 +21%
KWA
65
Kingswood Wealth Advisors
California
$430K +$429K +8,514 New
AC
66
Apella Capital
Connecticut
$430K -$2.63M -52,216 -86%
CFC
67
Client First Capital
California
$422K +$3.93K +78 +0.9%
RWP
68
RWA Wealth Partners
Massachusetts
$412K -$40K -793 -9%
NA
69
NewEdge Advisors
Louisiana
$402K -$40.5K -803 -9%
CA
70
Chatterton & Associates
California
$402K +$65.7K +1,303 +20%
SI
71
Seeds Investor
New York
$390K +$389K +7,713 New
Creative Planning
72
Creative Planning
Kansas
$385K -$85.9K -1,704 -18%
VW
73
Vance Wealth
California
$380K +$379K +7,514 New
FFA
74
Farther Finance Advisors
California
$348K +$3.48K +69 +1%
BCM
75
Basso Capital Management
Connecticut
$345K +$344K +6,830 New