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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$481K +$497K +15,625 New
EFG
77
Embree Financial Group
Illinois
$459K +$120K +3,775 +34%
AFW
78
Avantra Family Wealth
Pennsylvania
$449K +$54.7K +1,720 +13%
PSCM
79
Per Stirling Capital Management
Texas
$445K +$58.6K +1,843 +15%
OIA
80
OneDigital Investment Advisors
Kansas
$441K +$95.5K +3,004 +27%
NP
81
NorthRock Partners
Minnesota
$433K -$18.3K -575 -4%
IWA
82
Icon Wealth Advisors
Texas
$422K +$410K +12,898 New
HI
83
Harbour Investments
Wisconsin
$421K +$159 +5 +0%
Creative Planning
84
Creative Planning
Kansas
$411K
OCA
85
OpenArc Corporate Advisory
Georgia
$406K +$186K +5,852 +80%
SWM
86
SigFig Wealth Management
California
$398K +$20.9K +657 +5%
Raymond James Financial
87
Raymond James Financial
Florida
$391K +$403K +12,685 New
GM
88
GeoWealth Management
Illinois
$376K +$2.8K +88 +0.7%
OBWG
89
Onyx Bridge Wealth Group
New York
$372K +$7.12K +224 +2%
SPIA
90
Steward Partners Investment Advisory
New York
$357K +$24.8K +781 +7%
AL
91
ARWA LLC
Texas
$354K +$356K +11,195 New
EFG
92
Ehrlich Financial Group
California
$345K +$124K +3,899 +53%
NA
93
NewEdge Advisors
Louisiana
$344K +$4.7K +148 +1%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$341K -$26.9K -846 -7%
JWCA
95
J.W. Cole Advisors
Florida
$337K -$667 -21 -0.2%
SB
96
Strategic Blueprint
Georgia
$332K -$8.42K -265 -2%
SWP
97
Sagespring Wealth Partners
Tennessee
$331K +$342K +10,748 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$322K +$72.7K +2,289 +28%
SFS
99
Security Financial Services
Indiana
$322K +$24.3K +766 +8%
VR
100
Vision Retirement
New Jersey
$321K -$89.7K -2,821 -21%