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iShares Systematic Alternatives Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
276
MKT Advisors
California
$598K +$596K +21,249 New
AWA
277
Asempa Wealth Advisors
Louisiana
$590K +$590K +21,018 New
BAM
278
BOS Asset Management
Illinois
$588K +$588K +20,945 New
FI
279
FWG Investments
Kentucky
$586K +$586K +20,907 New
OCA
280
OpenArc Corporate Advisory
Georgia
$584K +$585K +20,837 New
SPI
281
Sutton Place Investors
New York
$582K +$582K +20,754 New
APC
282
Aspire Private Capital
North Carolina
$517K +$517K +18,427 New
PI
283
PFG Investments
New York
$515K +$515K +18,369 New
BWM
284
BigSur Wealth Management
Florida
$499K +$499K +17,800 New
CAM
285
Concorde Asset Management
Michigan
$497K +$497K +17,714 New
FFA
286
Founders Financial Alliance
North Carolina
$494K +$494K +17,619 New
HWA
287
Heritage Wealth Architects
Minnesota
$475K +$164K +5,829 +53%
BW
288
Blalock Williams
Alabama
$471K +$471K +16,789 New
WAL
289
W Advisors LLC
Tennessee
$468K +$468K +16,668 New
DC
290
Davenport & Co
Virginia
$462K +$462K +16,485 New
AWA
291
Arete Wealth Advisors
Illinois
$456K +$456K +16,244 New
PWM
292
Perigon Wealth Management
California
$450K +$450K +16,044 New
FWP
293
Firethorn Wealth Partners
Georgia
$446K +$446K +15,909 New
EI
294
EFG International
$444K +$444K +15,840 New
BFA
295
Beacon Financial Advisory
Ohio
$435K +$435K +15,524 New
WEG
296
World Equity Group
Illinois
$431K +$431K +15,363 New
SPC
297
Sigma Planning Corp
Michigan
$429K +$429K +15,295 New
US Bancorp
298
US Bancorp
Minnesota
$424K +$418K +14,917 +7,851%
OPWM
299
Oregon Pacific Wealth Management
Oregon
$422K +$422K +15,048 New
PTC
300
Private Trust Company
Ohio
$414K +$414K +14,754 New