We are live on ! Find out more
BALI icon

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
$1.39M +$309K +9,725 +28%
SFA
52
Sequoia Financial Advisors
Ohio
$1.26M +$101K +3,191 +8%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$1.23M -$57K -1,795 -4%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.17M -$291K -9,169 -20%
SWP
55
ShoreHaven Wealth Partners
New Jersey
$1.11M -$9.19K -289 -0.8%
IWC
56
Integrated Wealth Concepts
Massachusetts
$1.02M +$298K +9,371 +39%
AWA
57
Arkadios Wealth Advisors
Georgia
$949K +$304K +9,573 +45%
I
58
INVST
Indiana
$875K +$14.9K +469 +2%
BlackRock
59
BlackRock
New York
$863K +$5.5K +173 +0.6%
SCA
60
Snowden Capital Advisors
New York
$855K +$37.4K +1,178 +4%
CIA
61
Concurrent Investment Advisors
Florida
$826K +$852K +26,796 New
GIA
62
Gladstone Institutional Advisory
Florida
$799K +$22.5K +707 +3%
QPWM
63
Quadrant Private Wealth Management
Pennsylvania
$790K +$60.7K +1,910 +8%
SS
64
Sunbelt Securities
Texas
$642K +$136K +4,278 +26%
DWM
65
Dynasty Wealth Management
Florida
$605K +$624K +19,645 New
IAN
66
Integrated Advisors Network
Texas
$596K +$114K +3,585 +23%
PFO
67
PMG Family Office
Texas
$593K +$32.6K +1,025 +6%
DA
68
Detalus Advisors
Missouri
$570K +$25.4K +798 +5%
MOS
69
MGO One Seven
Ohio
$555K +$23.4K +737 +4%
PIA
70
Perennial Investment Advisors
California
$543K +$560K +17,626 New
SIM
71
Synergy Investment Management
Florida
$540K +$87.2K +2,743 +19%
Citadel Advisors
72
Citadel Advisors
Florida
$529K +$545K +17,156 New
CWA
73
Clarity Wealth Advisors
California
$524K +$540K +17,000 New
SA
74
Skyline Advisors
Washington
$518K +$534K +16,813 New
WQ
75
Wealth Quarterback
New Jersey
$515K -$111K -3,484 -17%