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BlackRock ETF Trust II iShares AAA CLO Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBA
1
Richard Bernstein Advisors
New York
$321M +$321M +6,186,664 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$138M +$50.4M +972,467 +57%
BlackRock
3
BlackRock
New York
$109M +$19.7M +380,998 +22%
LPL Financial
4
LPL Financial
California
$101M +$10.8M +208,564 +12%
AWMS
5
Advocacy Wealth Management Services
Georgia
$54.6M +$16.2M +312,308 +42%
Morgan Stanley
6
Morgan Stanley
New York
$42.8M +$29.9M +577,709 +233%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$30.4M +$7.25M +139,931 +31%
IWA
8
Inspirion Wealth Advisors
Illinois
$29.2M +$3.29M +63,417 +13%
JP Morgan Chase
9
JP Morgan Chase
New York
$27.9M -$31.5M -607,990 -53%
PCA
10
Pallas Capital Advisors
Massachusetts
$26.6M -$2.43M -46,836 -8%
CIM
11
CenturyLink Investment Management
Colorado
$26.5M +$26.5M +511,600 New
MML Investors Services
12
MML Investors Services
Massachusetts
$22.9M +$7.91M +152,660 +53%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$22.8M +$8.3M +160,168 +57%
Betterment LLC
14
Betterment LLC
New York
$18.1M +$1.26M +24,290 +7%
AGC
15
August Group Capital
$16.4M +$7.19M +138,635 +78%
GFG
16
Goldstone Financial Group
Illinois
$15.8M +$2.06M +39,839 +15%
LPFG
17
Landing Point Financial Group
Ohio
$15.5M +$1.41M +27,297 +10%
OIA
18
OneDigital Investment Advisors
Kansas
$15.2M +$9.15M +176,500 +152%
AssetMark Inc
19
AssetMark Inc
California
$15M +$4.19M +80,921 +39%
AWM
20
AE Wealth Management
Kansas
$14.2M +$2.21M +42,631 +18%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$14M +$4.28M +82,564 +44%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.4M +$2.8M +54,118 +26%
EC
23
Elequin Capital
New York
$12.6M +$16.4M +316,951 +157,687%
CWA
24
Cascade Wealth Advisors
Washington
$12.4M +$663K +12,783 +6%
CI
25
CacheTech Inc
Utah
$11.3M -$88.2K -1,701 -0.8%