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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
LPL Financial
1
LPL Financial
California
$12.3M +$3.62M +71,625 +41%
EWM
2
Elmwood Wealth Management
California
$10.7M +$2.41M +47,671 +29%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.13M +$336K +6,636 +5%
DWM
4
DeLarme Wealth Management
California
$4.5M +$972K +19,211 +27%
Jane Street
5
Jane Street
New York
$4.5M +$4.51M +89,159 New
NL
6
NDWM LLC
California
$4.23M +$950K +18,779 +29%
MMA
7
Miracle Mile Advisors
California
$4.07M +$2.71M +53,656 +198%
SM
8
Sweeney & Michel
California
$3.37M +$627K +12,389 +23%
AC
9
Apella Capital
Connecticut
$3.07M +$3.07M +60,738 New
FAT
10
First American Trust
California
$3M +$991K +19,584 +49%
IWC
11
Integrated Wealth Concepts
Massachusetts
$2.67M +$2.68M +52,907 New
CFG
12
Citizens Financial Group
Rhode Island
$2.57M -$991K -19,585 -28%
AWM
13
Axxcess Wealth Management
California
$1.77M -$399K -7,891 -18%
Mariner
14
Mariner
Kansas
$1.72M -$21.1K -418 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.68M +$1.68M +33,242 New
PPW
16
Pasadena Private Wealth
California
$1.63M +$1.64M +32,350 New
HighTower Advisors
17
HighTower Advisors
Illinois
$1.61M -$14K -276 -0.9%
SAI
18
Savvy Advisors Inc
New York
$1.6M -$30K -593 -2%
FMN
19
Financial Management Network
California
$1.55M -$876K -17,322 -36%
ME
20
McIlrath & Eck
Washington
$1.39M +$1.39M +27,557 New
CSP
21
Cary Street Partners
Virginia
$1.32M
PWM
22
Perigon Wealth Management
California
$1.23M
KCM
23
Kanawha Capital Management
Virginia
$1.21M +$253K +5,000 +26%
TWM
24
TriaGen Wealth Management
California
$1.16M +$394K +7,783 +51%
APWA
25
Atlas Private Wealth Advisors
New Jersey
$1.11M +$572K +11,309 +106%