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BlackRock ETF Trust II iShares AAA CLO Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
51
High Falls Advisors
New York
$575K -$88.9K -1,715 -13%
CB
52
Chris Bulman
California
$573K +$574K +11,069 New
OAS
53
Optivise Advisory Services
Tennessee
$546K +$307K +5,925 +128%
PWMA
54
Pension & Wealth Management Advisors
Massachusetts
$522K +$523K +10,085 New
AFP
55
Ausdal Financial Partners
Iowa
$520K +$29.2K +563 +6%
EFMC
56
Empire Financial Management Company
New York
$486K +$106K +2,044 +28%
TWP
57
Triad Wealth Partners
Kansas
$475K +$475K +9,174 New
SFB
58
STAR Financial Bank
Indiana
$442K +$61K +1,178 +16%
NA
59
NewEdge Advisors
Louisiana
$436K +$44.8K +865 +11%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$412K
BCI
61
Brinker Capital Investments
Pennsylvania
$368K -$112K -2,152 -23%
OPS
62
Orion Portfolio Solutions
Nebraska
$368K -$112K -2,152 -23%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$356K +$14.7K +283 +4%
SWM
64
SigFig Wealth Management
California
$326K -$19K -367 -5%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$307K +$307K +5,927 New
Corient Private Wealth
66
Corient Private Wealth
Florida
$259K
CT
67
Colonial Trust
South Carolina
$252K -$108K -2,085 -30%
TC
68
TownSquare Capital
Utah
$252K +$19.7K +381 +8%
RIS
69
Retirement Income Solutions
Michigan
$232K +$232K +4,472 New
WIA
70
World Investment Advisors
California
$215K -$2.18K -42 -1%
SIM
71
Synergy Investment Management
Florida
$202K +$202K +3,906 New
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$169K -$444K -8,575 -72%
LFA
73
LGT Financial Advisors
Texas
$100K -$61.1K -1,179 -38%
CSPIA
74
Cary Street Partners Investment Advisory
Virginia
$92.2K +$92.2K +1,780 New
Comerica Bank
75
Comerica Bank
Texas
$91K -$498K -9,602 -85%