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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$2.43M +$61.6K +2,000 +3%
UAG
27
United Advisor Group
Ohio
$2.18M +$181K +5,885 +9%
EH
28
Equitable Holdings
New York
$1.95M -$3.39K -110 -0.2%
IFG
29
Independent Financial Group
California
$1.91M +$186K +6,044 +11%
BFG
30
Beacon Financial Group
Texas
$1.88M -$8.75K -284 -0.5%
TWP
31
Triad Wealth Partners
Kansas
$1.62M +$455K +14,786 +41%
PCA
32
Prosperity Capital Advisors
Ohio
$1.53M +$217K +7,052 +17%
SFA
33
Sequoia Financial Advisors
Ohio
$1.47M -$19.1K -621 -1%
KFS
34
Kelly Financial Services
Massachusetts
$1.46M +$235K +7,623 +20%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$1.34M -$42K -1,362 -3%
CWS
36
Confluence Wealth Services
Pennsylvania
$1.2M +$400 +13 +0%
SWP
37
ShoreHaven Wealth Partners
New Jersey
$1.12M -$38.2K -1,241 -3%
BCI
38
Brinker Capital Investments
Pennsylvania
$1.11M +$430K +13,964 +67%
Jane Street
39
Jane Street
New York
$931K +$525K +17,051 +139%
I
40
INVST
Indiana
$884K +$120K +3,885 +16%
BlackRock
41
BlackRock
New York
$807K -$1.76M -57,056 -69%
SA
42
Sovran Advisors
California
$792K +$766K +24,861 New
IWC
43
Integrated Wealth Concepts
Massachusetts
$748K -$61.5K -1,996 -8%
GIA
44
Gladstone Institutional Advisory
Florida
$715K +$8.78K +285 +1%
SWP
45
Stratos Wealth Partners
Ohio
$675K +$655K +21,258 New
QPWM
46
Quadrant Private Wealth Management
Pennsylvania
$640K +$91K +2,955 +17%
PFO
47
PMG Family Office
Texas
$637K +$619K +20,082 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$566K +$184K +5,960 +50%
WQ
49
Wealth Quarterback
New Jersey
$558K +$116K +3,751 +27%
DA
50
Detalus Advisors
Missouri
$524K +$22.2K +722 +5%