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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
26
Sheets Smith Wealth Management
North Carolina
$549K +$120K +3,892 +27%
PCA
27
Prosperity Capital Advisors
Ohio
$501K +$510K +16,575 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$496K -$332K -10,775 -40%
MWS
29
Maxwell Wealth Strategies
California
$434K +$442K +14,355 New
CFGS
30
Concourse Financial Group Securities
Alabama
$413K +$408K +13,264 New
IFG
31
Independent Financial Group
California
$403K +$409K +13,308 New
I
32
INVST
Indiana
$376K +$383K +12,446 New
QPWM
33
Quadrant Private Wealth Management
Pennsylvania
$335K +$340K +11,062 New
OIA
34
OneDigital Investment Advisors
Kansas
$315K -$205K -6,656 -39%
SXL
35
Summit X LLC
Missouri
$308K +$314K +10,196 New
TWP
36
Triad Wealth Partners
Kansas
$288K +$293K +9,536 New
OMC
37
Old Mission Capital
Illinois
$276K +$280K +9,113 New
CT
38
Colonial Trust
South Carolina
$250K +$254K +8,265 New
WH
39
Willner & Heller
California
$230K +$234K +7,611 New
DA
40
Detalus Advisors
Missouri
$227K +$231K +7,508 New
WCP
41
Wick Capital Partners
Pennsylvania
$209K +$213K +6,916 New
SWM
42
SigFig Wealth Management
California
$206K +$209K +6,791 New
BCI
43
Brinker Capital Investments
Pennsylvania
$202K +$206K +6,687 New
OPS
44
Orion Portfolio Solutions
Nebraska
$202K +$206K +6,687 New
NA
45
NewEdge Advisors
Louisiana
$186K +$189K +6,139 New
IWA
46
Icon Wealth Advisors
Texas
$180K +$183K +5,961 New
SIM
47
Synergy Investment Management
Florida
$156K +$158K +5,150 New
AWM
48
AE Wealth Management
Kansas
$89.4K +$90.9K +2,955 New
FFO
49
Fortitude Family Office
Arizona
$80.7K
Comerica Bank
50
Comerica Bank
Texas
$74.4K +$75.7K +2,461 New