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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
TIAM2
51
Tru Independence Asset Management 2
Oregon
$461K
RWP
52
RWA Wealth Partners
Massachusetts
$451K -$7.99K -158 -2%
NA
53
NewEdge Advisors
Louisiana
$442K +$4.15K +82 +0.9%
BIA
54
Bell Investment Advisors
California
$439K +$1.57K +31 +0.4%
SFS
55
Sowell Financial Services
Arkansas
$423K +$223K +4,405 +111%
SWM
56
Selby Wealth Management
California
$418K +$51 +1 +0%
CFC
57
Client First Capital
California
$417K -$339K -6,697 -45%
TWM
58
Tortuga Wealth Management
California
$411K +$412K +8,142 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$402K +$49.7K +982 +14%
BVP
60
Bristlecone Value Partners
California
$394K +$395K +7,807 New
HIP
61
HUB Investment Partners
Texas
$361K +$362K +7,165 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$354K +$50.7K +1,002 +17%
SSW
63
Stone Summit Wealth
Florida
$349K +$54.8K +1,083 +19%
EFG
64
Ehrlich Financial Group
California
$348K
3FI
65
3 Factor Indexing
California
$347K +$348K +6,888 New
FFA
66
Farther Finance Advisors
California
$343K +$125K +2,474 +57%
CA
67
Chatterton & Associates
California
$336K +$123K +2,439 +58%
OMC
68
Old Mission Capital
Illinois
$310K +$311K +6,148 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$303K -$202K -4,000 -40%
GWM
70
Graybill Wealth Management
Illinois
$303K
IAN
71
Integrated Advisors Network
Texas
$300K
NAS
72
NWF Advisory Services
California
$270K
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$248K +$249K +4,913 New
GWMR
74
GC Wealth Management RIA
Massachusetts
$242K +$24.5K +485 +11%
PFM
75
Peak Financial Management
Massachusetts
$222K