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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$300K +$3.43K +108 +1%
SFM
102
Signet Financial Management
New Jersey
$289K +$31.8K +999 +12%
APWA
103
Atlas Private Wealth Advisors
New Jersey
$270K +$278K +8,754 New
GWP
104
Gateway Wealth Partners
Wisconsin
$252K +$260K +8,174 New
MWP
105
Madison Wealth Partners
Wisconsin
$248K -$6.87K -216 -3%
MYIA
106
Mount Yale Investment Advisors
Colorado
$235K +$243K +7,643 New
FA
107
Fortis Advisors
Pennsylvania
$232K +$240K +7,545 New
VAS
108
Valicenti Advisory Services
New York
$229K +$237K +7,446 New
WH
109
Willner & Heller
California
$223K -$48.6K -1,528 -17%
TFA
110
Transamerica Financial Advisors
Florida
$221K +$88.6K +2,788 +63%
TCG
111
Transcendent Capital Group
Oklahoma
$216K +$223K +7,011 New
AFP
112
Ausdal Financial Partners
Iowa
$210K +$604 +19 +0.3%
WWG
113
West Wealth Group
California
$204K -$4.26K -134 -2%
SWM
114
Spire Wealth Management
Virginia
$186K +$102K +3,205 +113%
AAP
115
Arax Advisory Partners
Colorado
$158K -$410K -12,913 -72%
IWP
116
IAG Wealth Partners
Wisconsin
$148K +$152K +4,796 New
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$125K +$129K +4,067 New
SWM
118
SHP Wealth Management
Massachusetts
$124K +$3.56K +112 +3%
EIP
119
Essential Investment Partners
Colorado
$67.5K
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$53K +$54.7K +1,720 New
AWM
121
AE Wealth Management
Kansas
$38.7K +$7.85K +247 +24%
RF
122
Rossby Financial
Florida
$38.5K +$30.4K +955 +317%
GSWM
123
Golden State Wealth Management
California
$20.6K +$509 +16 +2%
IA
124
IFP Advisors
Florida
$19.3K -$4.96K -156 -20%
ASN
125
Advisory Services Network
Georgia
$19.2K +$19.8K +624 New