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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
51
INVST
Indiana
$885K +$2.56K +81 +0.3%
BlackRock
52
BlackRock
New York
$882K +$76K +2,403 +9%
SCA
53
Snowden Capital Advisors
New York
$848K +$571K +18,049 +212%
GIA
54
Gladstone Institutional Advisory
Florida
$800K +$85.7K +2,709 +12%
QPWM
55
Quadrant Private Wealth Management
Pennsylvania
$757K +$113K +3,580 +18%
IWC
56
Integrated Wealth Concepts
Massachusetts
$756K +$9.11K +288 +1%
AWA
57
Arkadios Wealth Advisors
Georgia
$672K +$671K +21,221 New
WQ
58
Wealth Quarterback
New Jersey
$640K +$82.6K +2,612 +15%
BFG
59
Beto Financial Group
Idaho
$603K +$589K +18,622 New
PFO
60
PMG Family Office
Texas
$582K -$58.4K -1,845 -9%
AAP
61
Arax Advisory Partners
Colorado
$571K +$570K +18,035 New
DA
62
Detalus Advisors
Missouri
$561K +$37.4K +1,181 +7%
MOS
63
MGO One Seven
Ohio
$547K +$346K +10,943 +173%
SS
64
Sunbelt Securities
Texas
$525K +$101K +3,180 +24%
IAN
65
Integrated Advisors Network
Texas
$500K -$2.4M -76,003 -83%
SIM
66
Synergy Investment Management
Florida
$468K +$163K +5,151 +54%
NP
67
NorthRock Partners
Minnesota
$463K +$120K +3,785 +35%
HI
68
Harbour Investments
Wisconsin
$432K +$383K +12,102 +784%
EFA
69
Edge Financial Advisors
Illinois
$431K +$430K +13,608 New
Creative Planning
70
Creative Planning
Kansas
$423K +$6.71K +212 +2%
VR
71
Vision Retirement
New Jersey
$419K +$418K +13,229 New
AFW
72
Avantra Family Wealth
Pennsylvania
$407K +$15.1K +477 +4%
PSCM
73
Per Stirling Capital Management
Texas
$399K +$399K +12,603 New
SWM
74
SigFig Wealth Management
California
$388K +$11K +349 +3%
GM
75
GeoWealth Management
Illinois
$384K +$76.3K +2,414 +25%