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iShares U.S. Large Cap Premium Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70.6M +$17.8M +558,930 +32%
Ameriprise
2
Ameriprise
Minnesota
$63.8M +$8.69M +273,515 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.3M +$5.5M +173,000 +10%
LPL Financial
4
LPL Financial
California
$56.5M +$4.84M +152,313 +9%
Bank of America
5
Bank of America
North Carolina
$37.4M +$15.4M +483,365 +66%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$28.4M +$11.5M +363,183 +65%
Wells Fargo
7
Wells Fargo
California
$27.2M +$19.3M +607,748 +220%
AWM
8
Avior Wealth Management
Nebraska
$22M +$22.6M +712,602 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$19.7M +$1.69M +53,054 +9%
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$18.9M +$11.3M +355,245 +138%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$16.2M -$112K -3,512 -0.7%
Osaic Holdings
12
Osaic Holdings
Arizona
$14.9M +$3.2M +100,675 +26%
JP Morgan Chase
13
JP Morgan Chase
New York
$13.6M +$4.58M +144,071 +47%
FMLI
14
Fukoku Mutual Life Insurance
Japan
$11.3M +$11.6M +366,000 New
Morgan Stanley
15
Morgan Stanley
New York
$10.5M +$821K +25,833 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.5M +$569K +17,919 +6%
GBWM
17
Granite Bay Wealth Management
New Hampshire
$9.47M -$159K -5,011 -2%
AssetMark Inc
18
AssetMark Inc
California
$8.4M +$105K +3,317 +1%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$8.38M +$1.58M +49,563 +22%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$8.08M +$44.1K +1,389 +0.5%
SCS
21
Southern Capital Services
Alabama
$7.11M -$2.83K -89 -0%
EH
22
Equitable Holdings
New York
$5.79M +$1.54M +48,440 +36%
CWG
23
Cornerstone Wealth Group
North Carolina
$5.77M +$5.29M +166,545 +1,428%
DWM
24
Diversify Wealth Management
Utah
$5.55M +$2.8M +88,130 +108%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.81M +$133K +4,188 +3%