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BlackRock Flexible Income ETF
BINC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
526
Western Financial Corp
California
$304K +$3.92K +74 +1%
OPWM
527
Oregon Pacific Wealth Management
Oregon
$302K +$37.7K +713 +14%
WEG
528
World Equity Group
Illinois
$298K +$41.3K +781 +16%
NCM
529
Novare Capital Management
North Carolina
$293K +$291K +5,500 New
NEPWA
530
New England Private Wealth Advisors
Massachusetts
$289K +$1.38K +26 +0.5%
PIA
531
Perennial Investment Advisors
California
$288K +$6.4K +121 +2%
MWP
532
Meridian Wealth Partners
Pennsylvania
$288K +$19.6K +371 +7%
RCG
533
Regatta Capital Group
California
$285K – – –
FA
534
Fiduciary Alliance
South Carolina
$285K +$283K +5,350 New
SPA
535
Sentinel Pension Advisors
Massachusetts
$281K +$279K +5,282 New
SA
536
Sonoma Allocations
California
$281K +$279K +5,275 New
BFS
537
BridgePort Financial Solutions
Iowa
$273K +$46.6K +881 +21%
LNWWM
538
Laird Norton Wetherby Wealth Management
California
$269K – – –
MWM
539
Meridian Wealth Management
Kentucky
$267K +$28.1K +531 +12%
LFAS
540
Level Four Advisory Services
Texas
$264K +$263K +4,963 New
GJWM
541
Gilliland Jeter Wealth Management
Arkansas
$262K +$54K +1,021 +26%
AWM
542
Axxcess Wealth Management
California
$261K +$26.7K +504 +11%
APA
543
Astoria Portfolio Advisors
New York
$258K +$258K +4,868 New
LCGC
544
Legacy Capital Group California
California
$257K -$4.71K -89 -2%
FFA
545
First Foundation Advisors
California
$255K – – –
TWG
546
The Wealth Group
Minnesota
$255K +$253K +4,785 New
AUB
547
Atlantic Union Bankshares
Virginia
$252K -$50.3K -950 -17%
CCIA
548
Cherry Creek Investment Advisors
Colorado
$251K +$249K +4,715 New
EWA
549
EverSource Wealth Advisors
Alabama
$251K -$193K -3,644 -44%
SCA
550
Sandy Cove Advisors
Massachusetts
$250K +$249K +4,700 New
20 21
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