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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$57M +$18.1M +573,004 +47%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$54.9M +$54.8M +1,733,582 +43,339,550%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$53.5M +$3.25M +102,689 +6%
LPL Financial
4
LPL Financial
California
$53.2M +$13.1M +412,857 +33%
Bank of America
5
Bank of America
North Carolina
$23.1M +$13.7M +432,367 +145%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$18.6M +$1.89M +59,742 +11%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$17.7M +$8.92M +282,090 +102%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$16.7M +$48.3K +1,526 +0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$12.2M -$413K -13,055 -3%
Morgan Stanley
10
Morgan Stanley
New York
$10M +$254K +8,026 +3%
GBWM
11
Granite Bay Wealth Management
New Hampshire
$9.9M +$1.06M +33,370 +12%
JP Morgan Chase
12
JP Morgan Chase
New York
$9.74M +$408K +12,886 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.2M +$129K +4,068 +1%
Wells Fargo
14
Wells Fargo
California
$8.76M +$8.74M +276,486 +27,648,600%
AssetMark Inc
15
AssetMark Inc
California
$8.54M -$117K -3,701 -1%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$8.26M +$352K +11,119 +4%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$8.16M +$2.42M +76,592 +42%
SCS
18
Southern Capital Services
Alabama
$7.31M +$7.3M +230,738 New
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$7.04M +$1M +31,697 +17%
MML Investors Services
20
MML Investors Services
Massachusetts
$4.82M +$741K +23,418 +18%
EH
21
Equitable Holdings
New York
$4.26M +$2.31M +72,926 +119%
SA
22
Sanctuary Advisors
Indiana
$3.66M +$354K +11,207 +11%
DAS
23
Diversify Advisory Services
Utah
$3.51M -$143K -4,532 -4%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.34M +$125K +3,953 +4%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$3.25M +$3.25M +102,684 New