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iShares U.S. Large Cap Premium Income Active ETF
BALI

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.6M +$17.1M +600,501 +66%
Ameriprise
2
Ameriprise
Minnesota
$33.1M +$263K +9,242 +0.8%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$31.5M +$20.1M +705,543 +207%
LPL Financial
4
LPL Financial
California
$30.4M +$12.4M +437,126 +76%
EE
5
EWG Elevate
California
$22M +$1.75M +61,597 +9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.5M +$5.33M +187,250 +71%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13.3M +$5.38M +189,082 +75%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.6M +$3.7M +129,931 +51%
Morgan Stanley
9
Morgan Stanley
New York
$8.92M +$3.7M +130,073 +78%
JP Morgan Chase
10
JP Morgan Chase
New York
$8.73M +$2.84M +99,721 +52%
USCWA
11
U.S. Capital Wealth Advisors
Texas
$8.37M +$561K +19,712 +8%
AssetMark Inc
12
AssetMark Inc
California
$8.35M +$3.4M +119,445 +76%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$5.25M +$2.26M +79,278 +83%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$5.17M +$261K +9,168 +6%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.61M +$1.54M +54,150 +82%
SA
16
Sanctuary Advisors
Indiana
$3M +$891K +31,302 +46%
IAN
17
Integrated Advisors Network
Texas
$2.76M +$996K +35,010 +62%
BlackRock
18
BlackRock
New York
$2.48M -$9.31M -327,035 -80%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.34M +$1.43M +50,326 +183%
CW
20
CreativeOne Wealth
Kansas
$2.25M +$2.13M +74,681 New
PAS
21
Park Avenue Securities
New York
$2.16M +$767K +26,939 +60%
UAG
22
United Advisor Group
Ohio
$1.9M +$99.4K +3,491 +6%
JC
23
JB Capital
Connecticut
$1.89M +$950K +33,380 +114%
SWP
24
Semus Wealth Partners
Florida
$1.88M +$71.4K +2,508 +4%
EH
25
Equitable Holdings
New York
$1.85M +$498K +17,485 +40%
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