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IALT

iShares Systematic Alternatives Active ETF
IALT

Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
126
Citigroup
New York
$3.5M +$3.5M +124,896 New
CA
127
Claro Advisors
Massachusetts
$3.49M +$3.49M +124,367 New
CWAI
128
Core Wealth Advisors (Indiana)
Indiana
$3.44M +$3.44M +122,635 New
KAM
129
Kensington Asset Management
Texas
$3.37M +$3.37M +120,000 New
WQ
130
Wealth Quarterback
New Jersey
$3.33M +$3.33M +118,624 New
GSWM
131
Golden State Wealth Management
California
$3.3M +$3.3M +117,571 New
SW
132
Simplicity Wealth
New Jersey
$3.26M +$3.26M +116,258 New
SPAS
133
Spectrum Planning & Advisory Services
California
$3.23M +$3.23M +115,305 New
AWP
134
Avid Wealth Partners
Texas
$3.19M +$3.19M +113,622 New
HP
135
Holistic Planning
Texas
$3.17M +$3.17M +113,117 New
SVWG
136
Shared Vision Wealth Group
United States
$3.15M +$3.15M +112,361 New
IFG
137
Independent Financial Group
California
$3.14M +$3.14M +112,069 New
DF
138
Daviman Financial
Indiana
$3.14M +$3.14M +111,963 New
TWP
139
Tyche Wealth Partners
Texas
$3.09M +$3.09M +110,205 New
TPWA
140
Twin Peaks Wealth Advisors
California
$3.08M +$3.08M +109,971 New
VA
141
VestGen Advisors
Illinois
$3.08M +$3.08M +109,768 New
RWA
142
Redhawk Wealth Advisors
Minnesota
$3.08M +$3.08M +109,695 New
TC
143
Town Capital
Maryland
$3.06M +$3.06M +108,990 New
SWA
144
Strategies Wealth Advisors
Michigan
$3.01M +$3.01M +107,427 New
WIA
145
Wetzel Investment Advisors
Indiana
$3.01M +$3.01M +107,196 New
GWP
146
Gateway Wealth Partners
Wisconsin
$3M +$3M +107,059 New
WIA
147
World Investment Advisors
California
$2.99M +$2.99M +106,464 New
VPP
148
Vertex Planning Partners
Illinois
$2.82M +$2.82M +100,601 New
SF
149
SWP Financial
California
$2.81M +$2.81M +100,281 New
SA
150
Sovran Advisors
California
$2.8M +$2.74M +97,675 New
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