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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
HF
76
HRT Financial
New York
$212K +$213K +4,212 New
RSEWM
77
River's Edge Wealth Management
Pennsylvania
$209K +$860 +17 +0.4%
BA
78
Bridgewater Advisors
New York
$202K -$29K -573 -13%
GI
79
GAMMA Investing
California
$195K +$196K +3,870 New
USB
80
Union Savings Bank
Connecticut
$149K -$201K -3,977 -57%
Morgan Stanley
81
Morgan Stanley
New York
$126K
CVM
82
Cheviot Value Management
California
$88.3K
AF
83
Allworth Financial
California
$78.7K +$49.9K +986 +172%
SAM
84
Smartleaf Asset Management
Massachusetts
$71.9K +$16.4K +324 +29%
JP Morgan Chase
85
JP Morgan Chase
New York
$67.2K -$46.3K -916 -41%
SFS
86
Sunrise Financial Services
Washington
$53K +$2.53K +50 +5%
SWP
87
Strategic Wealth Partners
Ohio
$49.9K +$25K +494 +100%
BA
88
Ballast Advisors
Minnesota
$24.5K +$24.5K +485 New
ASN
89
Advisory Services Network
Georgia
$15K +$15K +297 New
UBS Group
90
UBS Group
Switzerland
$908 +$860 +17 +1,700%
ACA
91
Aptus Capital Advisors
Alabama
$807 +$809 +16 New
Wells Fargo
92
Wells Fargo
California
$21
BRPW
93
Ballast Rock Private Wealth
South Carolina
-$1.75M -34,595 Closed
EC
94
Elequin Capital
New York
-$1.47M -29,065 Closed
USGIU
95
U.S. Global Investors (USGI)
Texas
-$1.11M -22,000 Closed
FPCP
96
Fort Point Capital Partners
California
-$1.06M -20,881 Closed
SCM
97
SOL Capital Management
Maryland
-$770K -15,250 Closed
SRWM
98
Shira Ridge Wealth Management
California
-$223K -4,426 Closed
RWP
99
Ridgecrest Wealth Partners
California
-$202K -4,000 Closed
KAS
100
Kestra Advisory Services
Texas
-$87.1K -1,726 Closed