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BlackRock ETF Trust II iShares AAA CLO Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Elm3 Financial Group
Georgia
$533K -$510K -9,872 -49%
BC
77
Bulwark Capital
Florida
$524K +$521K +10,085 New
CB
78
Chris Bulman
California
$521K -$33.4K -647 -6%
USCWA
79
U.S. Capital Wealth Advisors
Texas
$520K +$518K +10,020 New
AC
80
Allstate Corporation
Illinois
$519K +$517K +10,000 New
NEPWA
81
New England Private Wealth Advisors
Massachusetts
$519K
DAS
82
Diversify Advisory Services
Utah
$515K -$212K -4,101 -29%
BCG
83
Breakwater Capital Group
New Jersey
$501K -$68.1K -1,318 -12%
Corient Private Wealth
84
Corient Private Wealth
Florida
$500K +$239K +4,627 +93%
UBP
85
Union Bancaire Privee
Switzerland
$499K
IWA
86
Icon Wealth Advisors
Texas
$446K +$174K +3,363 +64%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$440K +$114K +2,215 +35%
GCWM
88
Graham Capital Wealth Management
District of Columbia
$440K +$73.1K +1,416 +20%
OMC
89
Old Mission Capital
Illinois
$421K +$419K +8,102 New
CWM
90
Congress Wealth Management
Massachusetts
$419K +$135K +2,621 +48%
EH
91
Equitable Holdings
New York
$410K +$408K +7,900 New
AWS
92
Atria Wealth Solutions
New York
$385K -$202K -3,915 -35%
BCI
93
Brinker Capital Investments
Pennsylvania
$368K +$366K +7,086 New
ODFS
94
O'Donnell Financial Services
California
$340K +$34.9K +675 +11%
FPAS
95
Focus Partners Advisor Solutions
Missouri
$318K +$316K +6,126 New
TFCP
96
Twin Focus Capital Partners
Massachusetts
$299K +$297K +5,750 New
GIA
97
Gladstone Institutional Advisory
Florida
$293K +$46.5K +900 +19%
HFA
98
High Falls Advisors
New York
$288K +$84.6K +1,638 +42%
BFG
99
Beacon Financial Group
Texas
$279K +$277K +5,367 New
IAS
100
Insigneo Advisory Services
Florida
$249K +$248K +4,795 New