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iShares Systematic Alternatives Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
WNY Asset Management
New York
$5M +$5M +178,259 New
AAS
102
Ameritas Advisory Services
Nebraska
$4.98M +$4.98M +177,637 New
BBWP
103
Beacon Bridge Wealth Partners
Pennsylvania
$4.95M +$4.95M +176,392 New
Legacy Financial Group (Iowa)
104
Legacy Financial Group (Iowa)
Iowa
$4.93M +$4.93M +175,743 New
BHWM
105
Bay Harbor Wealth Management
Maryland
$4.92M +$4.92M +175,324 New
PS
106
Principal Securities
Iowa
$4.9M +$4.9M +174,643 New
CIA
107
Concurrent Investment Advisors
Florida
$4.89M +$4.89M +174,490 New
DA
108
Detalus Advisors
Missouri
$4.78M +$4.78M +170,294 New
QPWM
109
Quadrant Private Wealth Management
Pennsylvania
$4.76M +$4.76M +169,621 New
CAM
110
Cobblestone Asset Management
Virginia
$4.61M +$4.61M +164,290 New
CWS
111
Cypress Wealth Services
California
$4.45M +$4.45M +158,734 New
SWM
112
Steelhead Wealth Management
Virginia
$4.37M +$4.37M +155,880 New
BTI
113
Blue Trust Inc
Georgia
$4.35M +$4.35M +155,107 New
WWG
114
West Wealth Group
California
$4.3M +$4.3M +153,364 New
FFG
115
Frisch Financial Group
New York
$4.19M +$4.19M +149,458 New
SWM
116
SigFig Wealth Management
California
$4.16M +$4.15M +147,878 New
AWA
117
A4 Wealth Advisors
North Carolina
$4.12M +$4.12M +146,764 New
SA
118
Skyline Advisors
Washington
$4.02M +$4.02M +143,194 New
MFA
119
Mayflower Financial Advisors
Massachusetts
$3.87M +$3.87M +137,833 New
MAM
120
Milestone Asset Management
Pennsylvania
$3.82M +$3.82M +136,206 New
EFG
121
Embree Financial Group
Illinois
$3.77M +$3.77M +134,531 New
CA
122
Corrado Advisors
New Jersey
$3.73M +$47.9K +1,708 +1%
WWA
123
WCG Wealth Advisors
Nevada
$3.71M +$3.71M +132,135 New
PWM
124
Peak Wealth Management
New Hampshire
$3.7M +$3.7M +131,773 New
SIG
125
Spinnaker Investment Group
California
$3.65M +$3.22M +114,796 +743%