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iShares Systematic Alternatives Active ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
151
Sovran Advisors
California
$2.8M +$2.74M +97,675 New
CA
152
Chatterton & Associates
California
$2.79M +$2.74M +97,798 New
EPW
153
Endeavor Private Wealth
Kansas
$2.75M +$2.75M +98,073 New
AR
154
Apeiron RIA
Texas
$2.73M +$2.73M +97,466 New
CPG
155
Cornerstone Planning Group
New Jersey
$2.71M +$2.64M +93,945 New
PA
156
PFG Advisors
Arizona
$2.7M +$2.7M +96,143 New
B
157
Bedminster
South Carolina
$2.67M +$2.67M +95,170 New
EL
158
EQ LLC
Washington
$2.57M +$2.57M +91,703 New
KWM
159
Kingsview Wealth Management
Oregon
$2.56M +$2.56M +91,390 New
EFG
160
Ehrlich Financial Group
California
$2.53M +$2.53M +90,355 New
CAG
161
Csenge Advisory Group
Florida
$2.52M +$2.52M +89,823 New
EL
162
EWA LLC
Pennsylvania
$2.49M +$2.49M +88,911 New
HPM
163
Hoxton Planning & Management
West Virginia
$2.46M +$2.46M +87,538 New
ATS
164
Ashton Thomas Securities
New York
$2.44M +$2.44M +87,123 New
OWCM
165
One Wealth Capital Management
Arizona
$2.41M +$2.41M +85,937 New
BWM
166
BlackDiamond Wealth Management
New York
$2.4M +$1.47M +52,514 +172%
MG
167
Mather Group
Illinois
$2.34M +$2.34M +83,388 New
BFG
168
Beto Financial Group
Idaho
$2.33M +$2.3M +81,885 New
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$2.28M +$2.28M +81,342 New
AWM
170
Apollon Wealth Management
South Carolina
$2.27M +$2.27M +80,883 New
IWS
171
Intentional Wealth Strategies
Colorado
$2.26M +$2.26M +80,649 New
TF
172
Theory Financial
Colorado
$2.25M +$2.25M +80,322 New
SWP
173
Stratos Wealth Partners
Ohio
$2.23M +$2.23M +79,350 New
ASN
174
Advisory Services Network
Georgia
$2.22M +$2.22M +79,157 New
WP
175
WealthShield Partners
North Carolina
$2.18M +$2.18M +77,709 New
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