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BlackRock ETF Trust II iShares AAA CLO Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$11.8M -$2.47M -47,712 -17%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$11.5M -$2.53M -48,866 -18%
PCIA
28
Prime Capital Investment Advisors
Kansas
$10.9M +$732K +14,117 +7%
AWM
29
Adams Wealth Management
Utah
$10.8M +$664K +12,811 +7%
BHWM
30
Bar Harbor Wealth Management
New Hampshire
$10.7M +$1.62M +31,145 +18%
KP
31
Keel Point
Alabama
$10.7M +$2.47M +47,566 +30%
Citigroup
32
Citigroup
New York
$10.4M +$10.4M +200,008 New
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$10.1M +$284K +5,474 +3%
CCM
34
Cannon Capital Management
Utah
$9.7M -$290K -5,597 -3%
DWM
35
Drive Wealth Management
Utah
$9.39M +$70.9K +1,367 +0.8%
EH
36
Equitable Holdings
New York
$9.25M +$4.09M +78,785 +79%
ODFS
37
O'Donnell Financial Services
California
$8.55M +$839K +16,171 +11%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$8.49M +$2.16M +41,581 +34%
EP
39
E6 Portfolios
Utah
$8.14M +$1.15M +22,189 +16%
CC
40
Courier Capital
New York
$7.88M +$7.87M +151,798 New
Osaic Holdings
41
Osaic Holdings
Arizona
$7.58M +$3.66M +70,617 +94%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$7.56M +$7.55M +145,585 New
MYIA
43
Mount Yale Investment Advisors
Colorado
$7.48M +$190K +3,654 +3%
Stifel Financial
44
Stifel Financial
Missouri
$7.19M -$637K -12,284 -8%
CFC
45
Client First Capital
California
$7.13M +$156K +3,016 +2%
KV
46
Kickstand Ventures
New York
$6.65M +$185K +3,559 +3%
PWMA
47
Pension & Wealth Management Advisors
Massachusetts
$6.51M -$655K -12,633 -9%
SYBT
48
Stock Yards Bank & Trust
Kentucky
$6.4M +$6.39M +123,196 New
NW
49
NewEdge Wealth
Pennsylvania
$6.16M +$2.82M +54,296 +84%
DWM
50
Diversify Wealth Management
Utah
$6.05M -$1.08M -20,759 -15%