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CORO

iShares International Country Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.83B +$1.71B +48,366,181 +2,821%
JP Morgan Chase
2
JP Morgan Chase
New York
$654M +$89.2M +2,523,095 +16%
LPL Financial
3
LPL Financial
California
$472M +$455M +12,884,432 New
MFG
4
Merit Financial Group
Georgia
$210M +$26.9M +761,397 +15%
Morgan Stanley
5
Morgan Stanley
New York
$199M +$192M +5,446,981 New
PAS
6
Park Avenue Securities
New York
$157M +$151M +4,281,259 +23,481%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$154M +$148M +4,181,318 +22,676%
OIA
8
OneDigital Investment Advisors
Kansas
$153M +$8.52M +241,016 +6%
MML Investors Services
9
MML Investors Services
Massachusetts
$141M +$134M +3,796,934 +6,360%
SW
10
SoFi Wealth
California
$127M +$6M +169,719 +5%
FIA
11
Foundations Investment Advisors
Arizona
$127M +$11M +312,381 +10%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$108M +$104M +2,947,493 New
SA
13
Sanctuary Advisors
Indiana
$103M +$18.1M +512,946 +22%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$102M +$81M +2,293,424 +462%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$98.6M +$11.8M +333,483 +14%
AAP
16
Arax Advisory Partners
Colorado
$96.4M +$73.8M +2,089,985 +385%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$91M +$87.9M +2,487,698 New
PCA
18
Prosperity Capital Advisors
Ohio
$87.9M +$5.15M +145,615 +6%
AWM
19
AE Wealth Management
Kansas
$85.9M +$4.61M +130,536 +6%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$81.5M +$15.8M +447,795 +25%
GA
21
Goldstein Advisors
Wisconsin
$72.3M +$8.69M +245,929 +14%
AWMS
22
Advocacy Wealth Management Services
Georgia
$69.1M +$66.8M +1,889,296 New
TWP
23
Triad Wealth Partners
Kansas
$68.3M +$17M +482,324 +34%
CW
24
CreativeOne Wealth
Kansas
$66.1M +$3.46M +97,822 +6%
JC
25
JB Capital
Connecticut
$63.5M +$61.3M +1,733,667 New