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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$931K -$7.54K -228 -0.8%
SIM
77
Synergy Investment Management
Florida
$921K +$321K +9,718 +55%
SA
78
Skyline Advisors
Washington
$898K +$322K +9,731 +58%
GIA
79
Gladstone Institutional Advisory
Florida
$865K -$12.8K -387 -1%
AFW
80
Avantra Family Wealth
Pennsylvania
$808K +$308K +9,313 +64%
NP
81
NorthRock Partners
Minnesota
$718K +$237K +7,167 +51%
RFN
82
RDA Financial Network
Iowa
$707K +$692K +20,913 New
DWM
83
Dynasty Wealth Management
Florida
$698K +$33K +998 +5%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$688K +$307K +9,271 +84%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$687K -$2.37M -71,518 -78%
TFA
86
Transamerica Financial Advisors
Florida
$685K +$433K +13,079 +182%
PFO
87
PMG Family Office
Texas
$678K +$25.9K +782 +4%
VFG
88
V2 Financial group
Illinois
$675K +$660K +19,943 New
OIA
89
OneDigital Investment Advisors
Kansas
$658K +$170K +5,132 +36%
EFG
90
Ehrlich Financial Group
California
$645K +$260K +7,851 +70%
SWM
91
SigFig Wealth Management
California
$634K +$197K +5,952 +46%
PIA
92
Perennial Investment Advisors
California
$628K +$31.4K +950 +5%
KWM
93
Kingsview Wealth Management
Oregon
$601K +$588K +17,772 New
GM
94
GeoWealth Management
Illinois
$594K +$177K +5,347 +44%
Mariner
95
Mariner
Kansas
$586K +$56.3K +1,702 +11%
CWA
96
Clarity Wealth Advisors
California
$582K +$6.62K +200 +1%
MOS
97
MGO One Seven
Ohio
$555K -$53.1K -1,605 -9%
OCA
98
OpenArc Corporate Advisory
Georgia
$542K +$93.8K +2,837 +22%
SFS
99
Security Financial Services
Indiana
$537K +$180K +5,435 +52%
HI
100
Harbour Investments
Wisconsin
$525K +$62.2K +1,881 +14%