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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Confluence Wealth Services
Pennsylvania
$1.04M +$1.15M +38,030 New
KFS
27
Kelly Financial Services
Massachusetts
$962K +$155K +5,162 +18%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$923K +$472K +15,665 +96%
JC
29
JB Capital
Connecticut
$842K +$230K +7,647 +35%
HighTower Advisors
30
HighTower Advisors
Illinois
$793K +$829K +27,537 New
PCA
31
Prosperity Capital Advisors
Ohio
$768K +$310K +10,293 +62%
Goldman Sachs
32
Goldman Sachs
New York
$737K +$771K +25,587 New
Jane Street
33
Jane Street
New York
$715K +$748K +24,850 New
AWS
34
Atria Wealth Solutions
New York
$713K +$66.2K +2,198 +10%
SFA
35
Sequoia Financial Advisors
Ohio
$697K +$729K +24,219 New
GIA
36
Gladstone Institutional Advisory
Florida
$605K +$633K +21,014 New
TWP
37
Triad Wealth Partners
Kansas
$488K +$223K +7,418 +78%
EFG
38
Embree Financial Group
Illinois
$467K +$488K +16,205 New
BCI
39
Brinker Capital Investments
Pennsylvania
$415K +$233K +7,722 +115%
OPS
40
Orion Portfolio Solutions
Nebraska
$415K +$233K +7,722 +115%
Creative Planning
41
Creative Planning
Kansas
$413K +$432K +14,355 New
I
42
INVST
Indiana
$391K +$34.7K +1,151 +9%
SWP
43
ShoreHaven Wealth Partners
New Jersey
$377K -$217K -7,214 -36%
QPWM
44
Quadrant Private Wealth Management
Pennsylvania
$357K +$39.8K +1,322 +12%
DA
45
Detalus Advisors
Missouri
$340K +$129K +4,294 +57%
OIA
46
OneDigital Investment Advisors
Kansas
$303K +$3.98K +132 +1%
SXL
47
Summit X LLC
Missouri
$299K +$5.24K +174 +2%
WH
48
Willner & Heller
California
$295K +$79.8K +2,649 +35%
IWC
49
Integrated Wealth Concepts
Massachusetts
$292K +$306K +10,150 New
SCA
50
Snowden Capital Advisors
New York
$260K +$272K +9,041 New