Ticker: CALI CUSIP: 092528884 Class: ISHARES SHORT-TE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FIRST AMERICAN TRUST, FSB | 39,983 | $2,018 |
| KWB Wealth | 21,339 | $1,077 |
| Weaver Consulting Group | 8,500 | $429 |
| Stone Point Wealth LLC | 5,834 | $294 |
| KANAWHA CAPITAL MANAGEMENT LLC | 19,000 | $959 |
| Diversified Portfolios, Inc. | 12,475 | $629 |
| Perennial Investment Advisors, LLC | 12,554 | $634 |
| Bridgewater Advisors Inc. | 4,577 | $232 |
| Sowell Financial Services LLC | 3,976 | $201 |
| MERCER GLOBAL ADVISORS INC /ADV | 10,450 | $527 |
| Kestra Advisory Services, LLC | 1,726 | $87 |
| Allworth Financial LP | 574 | $29 |
| UBS Group AG | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Elmwood Wealth Management, Inc. | 153,640 | 164,258 | +10,618 (+6.9%) |
| SWEENEY & MICHEL, LLC | 11,143 | 54,521 | +43,378 (+389.3%) |
| NDWM LLC | 60,398 | 65,051 | +4,653 (+7.7%) |
| Ariadne Wealth Management, LP | 126,412 | 128,176 | +1,764 (+1.4%) |
| MEMBERS WEALTH LLC | 15,647 | 18,901 | +3,254 (+20.8%) |
| Shared Vision Wealth Group LLC | 6,905 | 13,793 | +6,888 (+99.8%) |
| U S GLOBAL INVESTORS INC | 1,126 | 22,000 | +20,874 (+1853.8%) |
| FINANCIAL MANAGEMENT NETWORK INC | 39,049 | 48,085 | +9,036 (+23.1%) |
| WESPAC Advisors SoCal, LLC | 19,077 | 24,218 | +5,141 (+26.9%) |
| Savvy Advisors, Inc. | 4,620 | 32,312 | +27,692 (+599.4%) |
| FLC Capital Advisors | 4,265 | 9,368 | +5,103 (+119.6%) |
| Global Retirement Partners, LLC | 22,839 | 50,089 | +27,250 (+119.3%) |
| TriaGen Wealth Management LLC | 13,106 | 15,166 | +2,060 (+15.7%) |
| EHRLICH FINANCIAL GROUP | 5,935 | 6,907 | +972 (+16.4%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23,324 | 134,985 | +111,661 (+478.7%) |
| Perigon Wealth Management, LLC | 13,630 | 24,300 | +10,670 (+78.3%) |
| Atlas Private Wealth Advisors | 9,690 | 10,676 | +986 (+10.2%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 34,342 | 43,085 | +8,743 (+25.5%) |
| UNION SAVINGS BANK | 6,554 | 6,931 | +377 (+5.8%) |
| LPL Financial LLC | 140,774 | 172,758 | +31,984 (+22.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RIDGECREST WEALTH PARTNERS, LLC | 4,750 | 4,000 | -750 (-15.8%) |
| Richard P Slaughter Associates Inc | 14,417 | 13,139 | -1,278 (-8.9%) |
| SOL Capital Management CO | 21,400 | 15,250 | -6,150 (-28.7%) |
| Miracle Mile Advisors, LLC | 35,090 | 27,090 | -8,000 (-22.8%) |
| Client First Capital LLC | 15,235 | 14,974 | -261 (-1.7%) |
| OSAIC HOLDINGS, INC. | 14,011 | 6,196 | -7,815 (-55.8%) |
| Elequin Capital, LP | 29,550 | 29,065 | -485 (-1.6%) |
| Capital Advantage, Inc. | 9,639 | 9,313 | -326 (-3.4%) |
| Farther Finance Advisors, LLC | 4,883 | 4,336 | -547 (-11.2%) |
| HighTower Advisors, LLC | 32,800 | 32,234 | -566 (-1.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Archvest Wealth Advisors, Inc. | 10,071 | $510 |
| Johnson Bixby & Associates, LLC | 19,922 | $1,009 |
| Integrated Wealth Concepts LLC | 45,370 | $2,299 |
| OLD MISSION CAPITAL LLC | 18,284 | $926 |
| Brookstone Capital Management | 6,297 | $319 |
| Cerity Partners LLC | 6,081 | $308 |
| JANE STREET GROUP, LLC | 5,374 | $272 |
| WELLS FARGO & COMPANY/MN | 995 | $50 |
| Advisory Services Network, LLC | 381 | $19 |