We are live on ! Find out more
CLOA icon

BlackRock ETF Trust II iShares AAA CLO Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
26
Laffer Tengler Investments
Tennessee
$1.4M +$1.4M +26,957 New
OPAM
27
Ocean Park Asset Management
California
$1.31M +$947K +18,300 +265%
SI
28
Stephens Inc
Arkansas
$1.25M +$1.24M +24,000 New
Truist Financial
29
Truist Financial
North Carolina
$1.22M +$1.22M +23,537 New
AAS
30
Ameritas Advisory Services
Nebraska
$1.19M +$1.19M +22,900 New
EGWAG
31
Elwood & Goetz Wealth Advisory Group
Georgia
$1.16M +$1.15M +22,248 New
AWM
32
Axxcess Wealth Management
California
$1.08M +$1.07M +20,725 New
FAM
33
Family Asset Management
South Carolina
$1.02M +$1.01M +19,547 New
AWS
34
Atria Wealth Solutions
New York
$973K +$970K +18,740 New
JC
35
JB Capital
Connecticut
$953K +$949K +18,342 New
HFO
36
Heritage Family Offices
Arizona
$926K +$923K +17,829 New
HWMA
37
Heritage Wealth Management (Arizona)
Arizona
$926K +$923K +17,829 New
Osaic Holdings
38
Osaic Holdings
Arizona
$844K +$841K +16,246 New
IA
39
IFP Advisors
Florida
$690K +$688K +13,285 New
IWA
40
Icon Wealth Advisors
Texas
$658K +$655K +12,650 New
Comerica Bank
41
Comerica Bank
Texas
$642K +$173K +3,336 +37%
DAS
42
Diversify Advisory Services
Utah
$639K +$639K +12,343 New
OIA
43
OneDigital Investment Advisors
Kansas
$624K +$622K +12,012 New
CCM
44
Cox Capital Management
Massachusetts
$588K +$586K +11,329 New
PCA
45
Prosperity Capital Advisors
Ohio
$580K +$578K +11,160 New
I
46
INVST
Indiana
$576K +$576K +11,131 New
NW
47
NewEdge Wealth
Pennsylvania
$546K +$24.5K +474 +5%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$544K +$542K +10,472 New
HFA
49
High Falls Advisors
New York
$512K +$510K +9,854 New
AAM
50
Aureus Asset Management
Massachusetts
$432K +$431K +8,321 New