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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFG Advisory
Georgia
$280K +$274K +8,272 New
Truist Financial
127
Truist Financial
North Carolina
$280K +$273K +8,266 New
WWG
128
West Wealth Group
California
$279K +$54K +1,634 +25%
CWM
129
Calamos Wealth Management
Illinois
$272K +$266K +8,040 New
MWP
130
Madison Wealth Partners
Wisconsin
$272K
MYIA
131
Mount Yale Investment Advisors
Colorado
$265K +$6.38K +193 +3%
SWM
132
Silverlake Wealth Management
Vermont
$264K +$258K +7,814 New
TVAMP
133
Tennessee Valley Asset Management Partners
Tennessee
$262K +$256K +7,739 New
TC
134
Town Capital
Maryland
$251K +$245K +7,415 New
TCG
135
Transcendent Capital Group
Oklahoma
$237K
LFG
136
Lockerman Financial Group
California
$229K +$224K +6,772 New
WH
137
Willner & Heller
California
$216K -$28K -846 -12%
GWP
138
Gateway Wealth Partners
Wisconsin
$212K -$62.7K -1,897 -23%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$203K +$63.8K +1,928 +47%
OPWM
140
Oregon Pacific Wealth Management
Oregon
$202K +$197K +5,968 New
EC
141
Estate Counselors
Wisconsin
$200K +$196K +5,913 New
HFG
142
Harborfront Financial Group
Michigan
$185K +$180K +5,456 New
IWP
143
IAG Wealth Partners
Wisconsin
$162K
FFA
144
Farther Finance Advisors
California
$149K +$145K +4,394 New
SWM
145
Spire Wealth Management
Virginia
$137K -$66K -1,994 -33%
SWM
146
SHP Wealth Management
Massachusetts
$131K -$4.76K -144 -4%
GRP
147
Global Retirement Partners
California
$105K +$102K +3,098 New
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$90.5K +$31.6K +955 +56%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$82.5K +$80.7K +2,440 New
EIP
150
Essential Investment Partners
Colorado
$74.2K