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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NLP
26
Next Level Private
New York
$3.24M +$3.24M +102,414 New
JC
27
JB Capital
Connecticut
$2.71M +$256K +8,102 +10%
SWP
28
Semus Wealth Partners
Florida
$2.66M +$174K +5,504 +7%
DWM
29
Diversify Wealth Management
Utah
$2.62M +$2.59M +81,773 New
IFG
30
Independent Financial Group
California
$2.59M +$688K +21,748 +36%
CW
31
CreativeOne Wealth
Kansas
$2.41M -$20K -633 -0.8%
PAS
32
Park Avenue Securities
New York
$2.37M -$83.8K -2,649 -3%
UAG
33
United Advisor Group
Ohio
$2.3M +$116K +3,664 +5%
TWP
34
Triad Wealth Partners
Kansas
$2.13M +$513K +16,222 +32%
DWM
35
Drive Wealth Management
Utah
$2.06M +$2.04M +64,461 New
SA
36
Sovran Advisors
California
$2.02M +$1.2M +38,019 +153%
PCA
37
Prosperity Capital Advisors
Ohio
$1.99M +$467K +14,756 +31%
BFG
38
Beacon Financial Group
Texas
$1.93M +$54.8K +1,734 +3%
KFS
39
Kelly Financial Services
Massachusetts
$1.7M +$243K +7,669 +17%
BCI
40
Brinker Capital Investments
Pennsylvania
$1.49M +$383K +12,099 +35%
GAM
41
Gotham Asset Management
New York
$1.46M +$1.46M +46,143 New
SSWM
42
Sheets Smith Wealth Management
North Carolina
$1.32M -$17.6K -557 -1%
SWP
43
Stratos Wealth Partners
Ohio
$1.25M +$578K +18,278 +86%
SFA
44
Sequoia Financial Advisors
Ohio
$1.2M -$269K -8,504 -18%
CWS
45
Confluence Wealth Services
Pennsylvania
$1.15M -$48.3K -1,526 -4%
SWP
46
ShoreHaven Wealth Partners
New Jersey
$1.15M +$40.2K +1,272 +4%
PAG
47
Private Advisor Group
New Jersey
$1.12M +$660K +20,873 +144%
FPW
48
Flagship Private Wealth
Massachusetts
$1.08M +$1.08M +34,209 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$977K +$411K +13,005 +73%
OMC
50
Old Mission Capital
Illinois
$922K +$920K +29,088 New