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CALI

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

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$8.72M +$1.62M +31,984 +23%
EWM
2
Elmwood Wealth Management
California
$8.29M +$537K +10,618 +7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6.82M +$5.64M +111,661 +479%
AWM
4
Ariadne Wealth Management
California
$6.5M +$89.1K +1,764 +1%
CFG
5
Citizens Financial Group
Rhode Island
$3.56M +$25.4K +502 +0.7%
DWM
6
DeLarme Wealth Management
California
$3.53M +$3.53M +69,954 New
NL
7
NDWM LLC
California
$3.28M +$235K +4,653 +8%
SM
8
Sweeney & Michel
California
$2.76M +$2.19M +43,378 +389%
GRP
9
Global Retirement Partners
California
$2.53M +$1.38M +27,250 +119%
FMN
10
Financial Management Network
California
$2.43M +$457K +9,036 +23%
AWM
11
Axxcess Wealth Management
California
$2.17M +$442K +8,743 +25%
FAT
12
First American Trust
California
$2.02M +$2.02M +39,983 New
BRPW
13
Ballast Rock Private Wealth
South Carolina
$1.75M +$1.75M +34,595 New
Mariner
14
Mariner
Kansas
$1.74M +$801K +15,853 +85%
SAI
15
Savvy Advisors Inc
New York
$1.63M +$1.4M +27,692 +599%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.63M -$28.6K -566 -2%
EC
17
Elequin Capital
New York
$1.47M -$24.5K -485 -2%
MMA
18
Miracle Mile Advisors
California
$1.37M -$404K -8,000 -23%
CSP
19
Cary Street Partners
Virginia
$1.32M +$25.3K +500 +2%
PWM
20
Perigon Wealth Management
California
$1.23M +$539K +10,670 +78%
WAS
21
WESPAC Advisors SoCal
California
$1.22M +$260K +5,141 +27%
USGIU
22
U.S. Global Investors (USGI)
Texas
$1.11M +$1.05M +20,874 +1,854%
KW
23
KWB Wealth
California
$1.08M +$1.08M +21,339 New
FPCP
24
Fort Point Capital Partners
California
$1.06M – – –
KCM
25
Kanawha Capital Management
Virginia
$959K +$960K +19,000 New
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