We are live on ! Find out more
BALI icon

iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$31.4M +$18.6M +617,100 +130%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.3M +$3.62M +120,133 +15%
EE
3
EWG Elevate
California
$19.3M +$591K +19,610 +3%
LPL Financial
4
LPL Financial
California
$16.5M +$2.59M +86,107 +18%
BlackRock
5
BlackRock
New York
$11.8M +$26.8K +889 +0.2%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$9.83M +$10.3M +341,409 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.56M +$1.04M +34,452 +15%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$7.43M +$527K +17,491 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.34M +$682K +22,649 +10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.23M +$1.82M +60,536 +32%
JP Morgan Chase
11
JP Morgan Chase
New York
$5.48M +$941K +31,245 +20%
Morgan Stanley
12
Morgan Stanley
New York
$4.78M -$504K -16,751 -9%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$4.68M +$1.02M +34,021 +26%
AssetMark Inc
14
AssetMark Inc
California
$4.55M -$161K -5,340 -3%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$2.74M +$157K +5,199 +6%
SA
16
Sanctuary Advisors
Indiana
$1.97M +$268K +8,904 +15%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.89M +$130K +4,330 +7%
SWP
18
Semus Wealth Partners
Florida
$1.73M +$372K +12,357 +26%
UAG
19
United Advisor Group
Ohio
$1.71M +$52.7K +1,750 +3%
IAN
20
Integrated Advisors Network
Texas
$1.63M +$1.71M +56,657 New
IFG
21
Independent Financial Group
California
$1.3M +$960K +31,896 +240%
PAS
22
Park Avenue Securities
New York
$1.29M +$97.1K +3,223 +8%
SSWM
23
Sheets Smith Wealth Management
North Carolina
$1.27M +$783K +26,016 +143%
EH
24
Equitable Holdings
New York
$1.27M +$1.33M +44,118 New
BFG
25
Beacon Financial Group
Texas
$1.27M -$111K -3,678 -8%