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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$8.19M +$1.96M +59,314 +32%
SCS
27
Southern Capital Services
Alabama
$7.59M -$205K -6,204 -3%
NLP
28
Next Level Private
New York
$6.62M +$1.6M +48,336 +33%
CWG
29
Cornerstone Wealth Group
North Carolina
$6.11M +$81.4K +2,462 +1%
JC
30
JB Capital
Connecticut
$5.7M +$2.26M +68,349 +68%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$5.57M +$5.1M +154,112 +1,475%
PAS
32
Park Avenue Securities
New York
$5.39M +$2.52M +76,129 +91%
SA
33
Sanctuary Advisors
Indiana
$5.31M +$1.13M +34,158 +28%
PCA
34
Prosperity Capital Advisors
Ohio
$4.83M +$2.36M +71,461 +100%
KTM
35
Keeler Thomas Management
Utah
$4.13M +$4.04M +122,118 New
CW
36
CreativeOne Wealth
Kansas
$3.73M +$1.01M +30,657 +39%
TWP
37
Triad Wealth Partners
Kansas
$3.71M +$681K +20,602 +24%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.59M +$118K +3,556 +3%
IFG
39
Independent Financial Group
California
$3.57M +$312K +9,423 +10%
UAG
40
United Advisor Group
Ohio
$3.57M +$356K +10,765 +11%
UBS AM
41
UBS AM
Illinois
$3.57M
SWP
42
Semus Wealth Partners
Florida
$3.13M +$205K +6,201 +7%
IWC
43
Integrated Wealth Concepts
Massachusetts
$2.98M +$1.81M +54,763 +165%
KFS
44
Kelly Financial Services
Massachusetts
$2.79M +$798K +24,120 +41%
BFG
45
Beacon Financial Group
Texas
$2.79M +$703K +21,250 +35%
APFP
46
Action Point Financial Planning
Michigan
$2.76M +$2.7M +81,581 New
DWM
47
Drive Wealth Management
Utah
$2.73M +$98.7K +2,983 +4%
FPW
48
Flagship Private Wealth
Massachusetts
$2.63M +$635K +19,193 +33%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.59M +$2.51M +76,019 +17,045%
3AM
50
3EDGE Asset Management
Florida
$2.51M +$2.45M +74,096 New