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icono de BALI

iShares U.S. Large Cap Premium Income Active ETF
BALI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
IFG Advisory
126
IFG Advisory
Georgia
USD 280 k +USD 274 k +8,272 Nuevas
Truist Financial
127
Truist Financial
North Carolina
USD 280 k +USD 273 k +8,266 Nuevas
West Wealth Group
128
West Wealth Group
California
USD 279 k +USD 54 k +1,634 +25%
Calamos Wealth Management
129
Calamos Wealth Management
Illinois
USD 272 k +USD 266 k +8,040 Nuevas
Madison Wealth Partners
130
Madison Wealth Partners
Wisconsin
USD 272 k – – –
Mount Yale Investment Advisors
131
Mount Yale Investment Advisors
Colorado
USD 265 k +USD 6.38 k +193 +3%
Silverlake Wealth Management
132
Silverlake Wealth Management
Vermont
USD 264 k +USD 258 k +7,814 Nuevas
Tennessee Valley Asset Management Partners
133
Tennessee Valley Asset Management Partners
Tennessee
USD 262 k +USD 256 k +7,739 Nuevas
Town Capital
134
Town Capital
Maryland
USD 251 k +USD 245 k +7,415 Nuevas
Transcendent Capital Group
135
Transcendent Capital Group
Oklahoma
USD 237 k – – –
Lockerman Financial Group
136
Lockerman Financial Group
California
USD 229 k +USD 224 k +6,772 Nuevas
Willner & Heller
137
Willner & Heller
California
USD 216 k -USD 28 k -846 -12%
Gateway Wealth Partners
138
Gateway Wealth Partners
Wisconsin
USD 212 k -USD 62.7 k -1,897 -23%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
USD 203 k +USD 63.8 k +1,928 +47%
Oregon Pacific Wealth Management
140
Oregon Pacific Wealth Management
Oregon
USD 202 k +USD 197 k +5,968 Nuevas
Estate Counselors
141
Estate Counselors
Wisconsin
USD 200 k +USD 196 k +5,913 Nuevas
Harborfront Financial Group
142
Harborfront Financial Group
Michigan
USD 185 k +USD 180 k +5,456 Nuevas
IAG Wealth Partners
143
IAG Wealth Partners
Wisconsin
USD 162 k – – –
Farther Finance Advisors
144
Farther Finance Advisors
California
USD 149 k +USD 145 k +4,394 Nuevas
Spire Wealth Management
145
Spire Wealth Management
Virginia
USD 137 k -USD 66 k -1,994 -33%
SHP Wealth Management
146
SHP Wealth Management
Massachusetts
USD 131 k -USD 4.76 k -144 -4%
Global Retirement Partners
147
Global Retirement Partners
California
USD 105 k +USD 102 k +3,098 Nuevas
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
USD 90.5 k +USD 31.6 k +955 +56%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
USD 82.5 k +USD 80.7 k +2,440 Nuevas
Essential Investment Partners
150
Essential Investment Partners
Colorado
USD 74.2 k – – –
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