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BlackRock ETF Trust II iShares AAA CLO Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
101
New England Private Wealth Advisors
Massachusetts
$520K
UBP
102
Union Bancaire Privee
Switzerland
$500K
EFG
103
Elm3 Financial Group
Georgia
$486K -$47.1K -908 -9%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$464K +$23.3K +450 +5%
GCWM
105
Graham Capital Wealth Management
District of Columbia
$457K +$16.7K +323 +4%
IWA
106
Icon Wealth Advisors
Texas
$451K +$4.87K +94 +1%
OMC
107
Old Mission Capital
Illinois
$444K +$22.5K +433 +5%
OP
108
ORG Partners
Indiana
$442K +$441K +8,513 New
NP
109
NorthRock Partners
Minnesota
$431K +$430K +8,299 New
ODFS
110
O'Donnell Financial Services
California
$409K +$68.5K +1,322 +20%
CB
111
Chris Bulman
California
$399K -$122K -2,361 -24%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$357K +$356K +6,868 New
HI
113
Harbour Investments
Wisconsin
$322K +$116K +2,239 +57%
TFA
114
Transamerica Financial Advisors
Florida
$310K +$310K +5,976 New
BFG
115
Beacon Financial Group
Texas
$303K +$24.5K +473 +9%
TFCP
116
Twin Focus Capital Partners
Massachusetts
$299K
GM
117
GeoWealth Management
Illinois
$297K +$296K +5,718 New
FPAS
118
Focus Partners Advisor Solutions
Missouri
$287K -$31.1K -599 -10%
HFA
119
High Falls Advisors
New York
$272K -$15.9K -307 -6%
SWM
120
SigFig Wealth Management
California
$258K +$17.6K +340 +7%
SS
121
Sunbelt Securities
Texas
$251K +$251K +4,833 New
NA
122
NewEdge Advisors
Louisiana
$251K -$1.06M -20,413 -81%
GIA
123
Gladstone Institutional Advisory
Florida
$243K -$50.5K -973 -17%
AWM
124
Able Wealth Management
New Jersey
$225K +$225K +4,330 New
MAM
125
Milestone Asset Management
Pennsylvania
$202K +$202K +3,896 New