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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
101
Per Stirling Capital Management
Texas
$509K +$19.8K +600 +4%
UCFA
102
United Capital Financial Advisors
Texas
$509K +$497K +15,027 New
WQ
103
Wealth Quarterback
New Jersey
$504K -$59.7K -1,806 -11%
SF
104
Summit Financial
New Jersey
$504K +$493K +14,900 New
Creative Planning
105
Creative Planning
Kansas
$503K +$50.2K +1,518 +11%
AWA
106
Arkadios Wealth Advisors
Georgia
$493K -$537K -16,233 -53%
EMAM
107
Encompass More Asset Management
California
$466K +$456K +13,779 New
SB
108
Strategic Blueprint
Georgia
$452K +$85.7K +2,590 +24%
FA
109
Fortis Advisors
Pennsylvania
$443K +$184K +5,563 +74%
JWCA
110
J.W. Cole Advisors
Florida
$437K +$65.5K +1,981 +18%
TWCA
111
Two West Capital Advisors
Kansas
$434K +$426K +12,895 New
OBWG
112
Onyx Bridge Wealth Group
New York
$418K +$9.76K +295 +2%
AFP
113
Ausdal Financial Partners
Iowa
$413K +$179K +5,397 +79%
WIA
114
World Investment Advisors
California
$395K +$81.4K +2,462 +25%
VR
115
Vision Retirement
New Jersey
$376K +$23.6K +713 +7%
WA
116
Wealth Alliance
New York
$373K +$365K +11,028 New
APWA
117
Atlas Private Wealth Advisors
New Jersey
$362K +$64.5K +1,950 +22%
IWA
118
Icon Wealth Advisors
Texas
$357K -$77.6K -2,345 -18%
LWA
119
LifeGoal Wealth Advisors
New York
$338K +$331K +9,999 New
VAS
120
Valicenti Advisory Services
New York
$322K +$68.7K +2,076 +28%
AIM
121
Advyzon Investment Management
Illinois
$321K +$314K +9,503 New
RWA
122
Redhawk Wealth Advisors
Minnesota
$303K +$296K +8,947 New
SWM
123
SeaCrest Wealth Management
New York
$299K +$292K +8,830 New
SWP
124
Sagespring Wealth Partners
Tennessee
$283K -$79.2K -2,395 -22%
CWM
125
Collaborative Wealth Management
Florida
$281K +$275K +8,300 New