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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
EWM
1
Elmwood Wealth Management
California
$7.78M +$488K +9,658 +7%
LPL Financial
2
LPL Financial
California
$7.13M +$1.91M +37,851 +37%
AWM
3
Ariadne Wealth Management
California
$6.39M -$321K -6,349 -5%
CFG
4
Citizens Financial Group
Rhode Island
$3.55M -$88.5K -1,752 -2%
NL
5
NDWM LLC
California
$3.06M +$1.17M +23,229 +62%
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.3M +$1.5M +29,658 +189%
FMN
7
Financial Management Network
California
$1.97M +$511K +10,111 +35%
MMA
8
Miracle Mile Advisors
California
$1.78M +$1.77M +35,090 New
AWM
9
Axxcess Wealth Management
California
$1.74M +$876K +17,342 +102%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.66M +$827K +16,373 +100%
EC
11
Elequin Capital
New York
$1.5M -$910K -18,020 -38%
CSP
12
Cary Street Partners
Virginia
$1.3M +$1.3M +25,739 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.18M +$877K +17,359 +291%
GRP
14
Global Retirement Partners
California
$1.16M
SCM
15
SOL Capital Management
Maryland
$1.08M
FPCP
16
Fort Point Capital Partners
California
$1.06M
JBA
17
Johnson Bixby & Associates
Washington
$1.01M
WAS
18
WESPAC Advisors SoCal
California
$967K +$964K +19,077 New
Mariner
19
Mariner
Kansas
$941K +$164K +3,250 +21%
OMC
20
Old Mission Capital
Illinois
$926K +$723K +14,314 +361%
MW
21
Members Wealth
Pennsylvania
$791K +$790K +15,647 New
CFC
22
Client First Capital
California
$772K -$1.92K -38 -0.2%
FCIM
23
Fairview Capital Investment Management
California
$760K
VA
24
Valmark Advisers
Ohio
$754K +$751K +14,872 New
RPSA
25
Richard P. Slaughter Associates
Texas
$731K +$146K +2,894 +25%