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BlackRock ETF Trust II iShares AAA CLO Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Advyzon Investment Management
Illinois
$929K +$928K +17,903 New
AC
127
ASB Consultores
Florida
$927K – – –
BCI
128
Brinker Capital Investments
Pennsylvania
$918K -$390K -7,522 -30%
PWM
129
Perigon Wealth Management
California
$906K +$71K +1,369 +9%
AWA
130
Arkadios Wealth Advisors
Georgia
$884K +$71.3K +1,375 +9%
JMBA
131
J. M. Brown & Associates
Oklahoma
$819K +$818K +15,777 New
CSP
132
Cary Street Partners
Virginia
$811K -$371K -7,145 -31%
PIA
133
Panoramic Investment Advisors
Colorado
$791K +$2.33K +45 +0.3%
BFG
134
Beto Financial Group
Idaho
$747K +$747K +14,400 New
OC
135
Oppenheimer & Co
New York
$737K -$526K -10,146 -42%
AFW
136
Avantra Family Wealth
Pennsylvania
$734K +$733K +14,134 New
TWCA
137
Two West Capital Advisors
Kansas
$719K -$39.5K -762 -5%
BSG
138
Black Swift Group
Colorado
$713K -$236K -4,550 -25%
GPA
139
Guidance Point Advisors
Massachusetts
$684K +$361K +6,956 +112%
EFG
140
Embree Financial Group
Illinois
$641K +$433K +8,357 +209%
EFMC
141
Empire Financial Management Company
New York
$628K +$102K +1,958 +19%
TFA
142
Transamerica Financial Advisors
Florida
$622K -$164K -3,158 -21%
CIA
143
Concurrent Investment Advisors
Florida
$615K +$83.8K +1,615 +16%
NA
144
NewEdge Advisors
Louisiana
$606K -$154K -2,977 -20%
OCA
145
OpenArc Corporate Advisory
Georgia
$602K +$186K +3,582 +45%
KIM
146
Kurv Investment Management
California
$600K +$599K +11,552 New
BCG
147
Breakwater Capital Group
New Jersey
$590K -$332K -6,403 -36%
EGA
148
Eagle Global Advisors
Texas
$583K +$81.2K +1,565 +16%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$566K -$55.1K -1,063 -9%
IWA
150
Icon Wealth Advisors
Texas
$556K -$119K -2,290 -18%