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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WH
51
Willner & Heller
California
$290K -$17.6K -619 -6%
OBWG
52
Onyx Bridge Wealth Group
New York
$260K +$4.24K +149 +2%
SCA
53
Snowden Capital Advisors
New York
$242K -$29K -1,019 -11%
MWP
54
Madison Wealth Partners
Wisconsin
$235K
EFG
55
Embree Financial Group
Illinois
$213K -$260K -9,119 -56%
WWG
56
West Wealth Group
California
$209K +$195K +6,852 New
PAG
57
Private Advisor Group
New Jersey
$205K +$194K +6,823 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$203K +$172K +6,035 +862%
HFA
59
High Falls Advisors
New York
$201K +$190K +6,665 New
IWA
60
Icon Wealth Advisors
Texas
$192K +$10.4K +364 +6%
Comerica Bank
61
Comerica Bank
Texas
$121K +$45.8K +1,610 +66%
LFA
62
LGT Financial Advisors
Texas
$101K +$40.9K +1,438 +75%
AWM
63
AE Wealth Management
Kansas
$91.1K +$2.36K +83 +3%
FFO
64
Fortitude Family Office
Arizona
$80.4K
GRP
65
Global Retirement Partners
California
$63.8K +$60.3K +2,119 New
JFGIW
66
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.2K
FHA
67
First Horizon Advisors
Tennessee
$36.6K +$9.02K +317 +35%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$31K +$29.1K +1,022 New
MYIA
69
Mount Yale Investment Advisors
Colorado
$30.1K +$28.4K +999 New
IA
70
IFP Advisors
Florida
$25.3K +$17.2K +606 +258%
GSWM
71
Golden State Wealth Management
California
$13.2K +$2.79K +98 +29%
Bank of America
72
Bank of America
North Carolina
$12.6K +$11.9K +418 New
SPIA
73
Steward Partners Investment Advisory
New York
$12.3K -$1.02K -36 -8%
RF
74
Rossby Financial
Florida
$9.09K +$6.03K +212 +236%
ACA
75
Aptus Capital Advisors
Alabama
$7.53K +$7.12K +250 New