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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$50.3M +$2.22M +72,054 +5%
LPL Financial
2
LPL Financial
California
$40.2M +$7.92M +257,127 +25%
Ameriprise
3
Ameriprise
Minnesota
$38.9M +$3.88M +126,092 +11%
EE
4
EWG Elevate
California
$23.4M +$123K +3,984 +0.5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.7M +$2.36M +76,559 +17%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$16.7M -$16M -520,655 -50%
Osaic Holdings
7
Osaic Holdings
Arizona
$12.4M +$362K +11,768 +3%
Morgan Stanley
8
Morgan Stanley
New York
$9.77M +$360K +11,688 +4%
Bank of America
9
Bank of America
North Carolina
$9.43M +$9.14M +296,818 +71,009%
JP Morgan Chase
10
JP Morgan Chase
New York
$9.35M +$141K +4,591 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.09M -$4.74M -153,827 -35%
GBWM
12
Granite Bay Wealth Management
New Hampshire
$8.86M +$8.6M +279,052 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$8.75M +$8.28M +268,843 +3,992%
AssetMark Inc
14
AssetMark Inc
California
$8.67M -$129K -4,184 -2%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$7.92M -$872K -28,298 -10%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$6.05M +$500K +16,246 +9%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$5.74M +$278K +9,032 +5%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.08M +$268K +8,697 +7%
DAS
19
Diversify Advisory Services
Utah
$3.63M +$3.51M +113,933 New
SA
20
Sanctuary Advisors
Indiana
$3.31M +$144K +4,667 +5%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.23M +$732K +23,759 +31%
IAN
22
Integrated Advisors Network
Texas
$2.91M +$3.3K +107 +0.1%
SWP
23
Semus Wealth Partners
Florida
$2.49M +$492K +15,967 +26%
JC
24
JB Capital
Connecticut
$2.46M +$454K +14,736 +24%
PAS
25
Park Avenue Securities
New York
$2.45M +$170K +5,520 +8%