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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
51
Onyx Bridge Wealth Group
New York
$244K +$255K +8,484 New
SWM
52
SigFig Wealth Management
California
$237K +$44.5K +1,477 +22%
MWP
53
Madison Wealth Partners
Wisconsin
$225K +$235K +7,802 New
WWM
54
WJ Wealth Management
Arizona
$213K +$223K +7,400 New
CWG
55
Cornerstone Wealth Group
North Carolina
$212K +$221K +7,348 New
NA
56
NewEdge Advisors
Louisiana
$188K +$11.9K +394 +6%
SIM
57
Synergy Investment Management
Florida
$181K +$34.4K +1,143 +22%
IWA
58
Icon Wealth Advisors
Texas
$173K +$1.78K +59 +1%
AWM
59
AE Wealth Management
Kansas
$84.8K -$331 -11 -0.4%
FFO
60
Fortitude Family Office
Arizona
$76.8K
Comerica Bank
61
Comerica Bank
Texas
$69.8K -$1.11K -37 -2%
LFA
62
LGT Financial Advisors
Texas
$55.4K -$1.29K -43 -2%
JFGIW
63
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.2K
FHA
64
First Horizon Advisors
Tennessee
$25.8K -$3.52K -117 -12%
PA
65
PSI Advisors
Florida
$21.7K +$4.31K +143 +23%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$20.2K +$21.1K +700 New
SPIA
67
Steward Partners Investment Advisory
New York
$12.8K +$13.4K +446 New
PTC
68
Private Trust Company
Ohio
$10.7K
CPG
69
Cornerstone Planning Group
New Jersey
$10.3K +$11.4K +377 New
GSWM
70
Golden State Wealth Management
California
$9.84K +$90 +3 +0.9%
BWL
71
Bogart Wealth LLC
Virginia
$7.6K +$7.95K +264 New
IA
72
IFP Advisors
Florida
$6.77K +$7.08K +235 New
MCM
73
MAI Capital Management
Ohio
$5.91K +$60 +2 +1%
RF
74
Rossby Financial
Florida
$2.52K +$2.71K +90 New
PSFG
75
Park Square Financial Group
Georgia
$1.44K