We are live on ! Find out more
CAM

AB California Intermediate Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$418K -$19.8K -785 -4%
AAP
27
Arax Advisory Partners
Colorado
$411K
PWM
28
Perigon Wealth Management
California
$362K
BPA
29
Beacon Pointe Advisors
California
$358K +$91.2K +3,615 +34%
EH
30
Equitable Holdings
New York
$343K -$152K -6,029 -31%
MOS
31
MGO One Seven
Ohio
$335K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$319K +$323K +12,792 New
SA
33
Sanctuary Advisors
Indiana
$311K +$314K +12,462 New
DWM
34
Diversify Wealth Management
Utah
$301K +$303K +12,017 New
Cerity Partners
35
Cerity Partners
New York
$286K
PCMC
36
Paragon Capital Management (Colorado)
Colorado
$282K +$4.06K +161 +1%
CA
37
Capital Advantage
California
$267K -$49.6K -1,966 -16%
Citadel Advisors
38
Citadel Advisors
Florida
$254K +$256K +10,154 New
Stifel Financial
39
Stifel Financial
Missouri
$235K -$34.6K -1,373 -13%
HF
40
HRT Financial
New York
$223K +$226K +8,963 New
TRCT
41
Tower Research Capital (TRC)
New York
$222K +$218K +8,654 +3,462%
NEPWA
42
New England Private Wealth Advisors
Massachusetts
$214K +$1.94K +77 +0.9%
SFS
43
Sowell Financial Services
Arkansas
$208K +$210K +8,342 New
ASN
44
Advisory Services Network
Georgia
$137K +$139K +5,493 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$134K +$135K +5,349 +41,146%
SPIA
46
Steward Partners Investment Advisory
New York
$46.9K +$47.3K +1,877 New
CAL
47
Capital Analysts LLC
Pennsylvania
$38K +$38K +1,505 New
NRWA
48
North Ridge Wealth Advisors
Oregon
$12.1K +$12.2K +485 New
DAS
49
Diversify Advisory Services
Utah
-$404K -16,003 Closed
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
-$270K -10,765 Closed