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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Beacon Financial Group
Texas
$1.79M +$436K +15,311 +35%
IFG
27
Independent Financial Group
California
$1.63M +$251K +8,817 +20%
SFA
28
Sequoia Financial Advisors
Ohio
$1.41M +$646K +22,711 +94%
SSWM
29
Sheets Smith Wealth Management
North Carolina
$1.31M -$17.1K -600 -1%
PCA
30
Prosperity Capital Advisors
Ohio
$1.24M +$406K +14,260 +53%
KFS
31
Kelly Financial Services
Massachusetts
$1.16M +$145K +5,084 +15%
CWS
32
Confluence Wealth Services
Pennsylvania
$1.14M -$3.13K -110 -0.3%
SWP
33
ShoreHaven Wealth Partners
New Jersey
$1.1M +$663K +23,292 +178%
TWP
34
Triad Wealth Partners
Kansas
$1.09M +$551K +19,344 +114%
IWC
35
Integrated Wealth Concepts
Massachusetts
$770K +$438K +15,407 +152%
I
36
INVST
Indiana
$722K +$295K +10,370 +76%
GIA
37
Gladstone Institutional Advisory
Florida
$670K +$35.1K +1,232 +6%
BCI
38
Brinker Capital Investments
Pennsylvania
$631K +$186K +6,548 +45%
SXL
39
Summit X LLC
Missouri
$535K +$210K +7,393 +71%
QPWM
40
Quadrant Private Wealth Management
Pennsylvania
$518K +$137K +4,818 +39%
AWS
41
Atria Wealth Solutions
New York
$509K -$224K -7,854 -32%
DA
42
Detalus Advisors
Missouri
$475K +$114K +3,989 +34%
Creative Planning
43
Creative Planning
Kansas
$432K
WQ
44
Wealth Quarterback
New Jersey
$416K +$394K +13,830 New
CWG
45
Cornerstone Wealth Group
North Carolina
$381K +$151K +5,320 +72%
Jane Street
46
Jane Street
New York
$370K -$357K -12,555 -51%
NA
47
NewEdge Advisors
Louisiana
$358K +$153K +5,369 +82%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$358K -$574K -20,184 -63%
SWM
49
SigFig Wealth Management
California
$351K +$98.6K +3,463 +42%
OIA
50
OneDigital Investment Advisors
Kansas
$327K +$9.45K +332 +3%