We are live on ! Find out more
SECU

iShares Securitized Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$3.84M +$3.84M +77,243 New
PAS
27
Park Avenue Securities
New York
$3.73M +$3.72M +74,822 New
TVAMP
28
Tennessee Valley Asset Management Partners
Tennessee
$3.51M +$367K +7,384 +12%
SA
29
Scarborough Advisors
Maryland
$3.18M -$1.21M -24,252 -28%
PCA
30
Prosperity Capital Advisors
Ohio
$2.9M +$2.89M +58,133 New
TWP
31
Triad Wealth Partners
Kansas
$2.23M +$2.24M +45,041 New
RA
32
RFG Advisory
Alabama
$1.98M +$48.4K +973 +3%
IFG
33
Independent Financial Group
California
$1.8M +$70.5K +1,416 +4%
PAG
34
Private Advisor Group
New Jersey
$1.76M +$1.75M +35,241 New
TAM
35
TCP Asset Management
Ohio
$1.75M +$1.75M +35,079 New
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$1.63M +$1.63M +32,697 New
IWM
37
IHT Wealth Management
Illinois
$1.47M +$47.2K +948 +3%
SA
38
Sanctuary Advisors
Indiana
$1.46M +$1.46M +29,314 New
CW
39
CreativeOne Wealth
Kansas
$1.22M +$1.22M +24,563 New
Truist Financial
40
Truist Financial
North Carolina
$1.18M +$346K +6,948 +42%
BCI
41
Brinker Capital Investments
Pennsylvania
$1.1M +$1.1M +22,088 New
Osaic Holdings
42
Osaic Holdings
Arizona
$1.02M +$931K +18,709 +1,034%
BFG
43
Beacon Financial Group
Texas
$989K +$987K +19,834 New
SFA
44
Sequoia Financial Advisors
Ohio
$962K +$960K +19,285 New
Goldman Sachs
45
Goldman Sachs
New York
$848K +$847K +17,014 New
SWP
46
ShoreHaven Wealth Partners
New Jersey
$842K +$840K +16,889 New
OMC
47
Old Mission Capital
Illinois
$796K +$794K +15,966 New
AWA
48
Arkadios Wealth Advisors
Georgia
$782K +$780K +15,676 New
SW
49
Simplicity Wealth
New Jersey
$780K +$779K +15,646 New
IAS
50
Insigneo Advisory Services
Florida
$726K -$448 -9 -0.1%