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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$460K +$236K +7,662 +112%
SS
52
Sunbelt Securities
Texas
$425K +$412K +13,388 New
Creative Planning
53
Creative Planning
Kansas
$417K -$37.7K -1,225 -9%
OBWG
54
Onyx Bridge Wealth Group
New York
$413K +$135K +4,371 +51%
AFW
55
Avantra Family Wealth
Pennsylvania
$393K +$381K +12,380 New
CWG
56
Cornerstone Wealth Group
North Carolina
$391K -$10.8K -352 -3%
SWM
57
SigFig Wealth Management
California
$377K +$5.3K +172 +1%
NA
58
NewEdge Advisors
Louisiana
$373K -$4.93K -160 -1%
OIA
59
OneDigital Investment Advisors
Kansas
$352K +$6.53K +212 +2%
NP
60
NorthRock Partners
Minnesota
$344K +$334K +10,836 New
GM
61
GeoWealth Management
Illinois
$308K +$299K +9,710 New
SIM
62
Synergy Investment Management
Florida
$306K +$297K +9,626 New
SFS
63
Security Financial Services
Indiana
$285K +$277K +8,983 New
SCA
64
Snowden Capital Advisors
New York
$271K +$15.6K +506 +6%
FFA
65
Founders Financial Alliance
North Carolina
$253K +$246K +7,986 New
WH
66
Willner & Heller
California
$248K -$56.4K -1,832 -19%
MWP
67
Madison Wealth Partners
Wisconsin
$248K
LA
68
LexAurum Advisors
Kansas
$243K +$236K +7,671 New
EFG
69
Embree Financial Group
Illinois
$236K +$11K +356 +5%
JWCA
70
J.W. Cole Advisors
Florida
$231K +$224K +7,280 New
NWMG
71
National Wealth Management Group
Ohio
$223K +$217K +7,034 New
IA
72
IFG Advisory
Georgia
$219K +$212K +6,892 New
AFP
73
Ausdal Financial Partners
Iowa
$216K +$210K +6,820 New
WWG
74
West Wealth Group
California
$211K -$3.17K -103 -2%
TVAMP
75
Tennessee Valley Asset Management Partners
Tennessee
$203K +$197K +6,393 New