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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
3FI
76
3 Factor Indexing
California
$343K -$4.99K -99 -1%
AFG
77
Atomi Financial Group
New York
$325K +$325K +6,435 New
SWA
78
Shah Wealth Advisors
California
$322K +$322K +6,380 New
EFG
79
Ehrlich Financial Group
California
$321K -$28.1K -558 -8%
GWM
80
Graybill Wealth Management
Illinois
$303K
IAN
81
Integrated Advisors Network
Texas
$300K
GWMR
82
GC Wealth Management RIA
Massachusetts
$299K +$57.2K +1,134 +24%
NAS
83
NWF Advisory Services
California
$271K
SC
84
Savant Capital
Illinois
$271K +$270K +5,354 New
AF
85
Abound Financial
California
$253K +$252K +5,000 New
ABC
86
Anchor Bay Capital
California
$252K +$252K +5,000 New
MWM
87
Meritas Wealth Management
California
$251K +$251K +4,969 New
SSW
88
Stone Summit Wealth
Florida
$248K -$101K -2,001 -29%
Betterment LLC
89
Betterment LLC
New York
$240K +$240K +4,758 New
TC
90
Trilogy Capital
California
$228K +$228K +4,520 New
PFM
91
Peak Financial Management
Massachusetts
$222K
BA
92
Bridgewater Advisors
New York
$212K +$11K +218 +5%
RSEWM
93
River's Edge Wealth Management
Pennsylvania
$209K +$1.31K +26 +0.6%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$202K +$202K +4,000 New
Citadel Advisors
95
Citadel Advisors
Florida
$202K -$590K -11,702 -75%
USB
96
Union Savings Bank
Connecticut
$149K
Morgan Stanley
97
Morgan Stanley
New York
$126K
SG
98
Sankala Group
Colorado
$111K +$111K +2,201 New
CVM
99
Cheviot Value Management
California
$88.4K
CFD
100
Creative Financial Designs
Indiana
$88.4K +$88.3K +1,750 New