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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
101
Clear Creek Financial Management
Washington
$203K +$202K +6,400 New
Truist Financial
102
Truist Financial
North Carolina
$202K +$202K +6,385 New
TFA
103
Transamerica Financial Advisors
Florida
$140K +$95.6K +3,022 +220%
Comerica Bank
104
Comerica Bank
Texas
$125K -$2.53K -80 -2%
SWM
105
SHP Wealth Management
Massachusetts
$124K +$124K +3,909 New
KAS
106
Kestra Advisory Services
Texas
$95.3K +$95.1K +3,008 New
SWM
107
Spire Wealth Management
Virginia
$89.9K +$81.4K +2,574 +979%
GRP
108
Global Retirement Partners
California
$71.4K -$3.83K -121 -5%
EIP
109
Essential Investment Partners
Colorado
$69.4K +$69.3K +2,192 New
JFGIW
110
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.9K
SAG
111
SageView Advisory Group
California
$35.8K +$35.7K +1,130 New
AWM
112
AE Wealth Management
Kansas
$32K
IA
113
IFP Advisors
Florida
$24.8K -$2.85K -90 -10%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$22.4K +$22.3K +706 New
GSWM
115
Golden State Wealth Management
California
$20.6K +$5.82K +184 +39%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$13K -$108K -3,406 -90%
MCM
117
MAI Capital Management
Ohio
$11.7K +$4.87K +154 +71%
ACA
118
Aptus Capital Advisors
Alabama
$11.2K +$3.23K +102 +41%
FFA
119
Farther Finance Advisors
California
$10.5K +$10.5K +332 New
RF
120
Rossby Financial
Florida
$9.54K +$32 +1 +0.3%
PTC
121
Private Trust Company
Ohio
$6.59K +$6.58K +208 New
EB
122
Eastern Bank
Massachusetts
$3.39K
UBS Group
123
UBS Group
Switzerland
$3.33K +$3.32K +105 New
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$2.57K +$63 +2 +3%
GFA
125
Godfrey Financial Associates
New York
$2.53K +$2.53K +80 New