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iShares Securitized Income Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
76
Synergy Investment Management
Florida
$239K +$239K +4,795 New
SFS
77
Security Financial Services
Indiana
$234K +$234K +4,700 New
Sagespring Wealth Partners
78
Sagespring Wealth Partners
Tennessee
$225K +$224K +4,509 New
Icon Wealth Advisors
79
Icon Wealth Advisors
Texas
$208K -$44K -884 -18%
Stifel Financial
80
Stifel Financial
Missouri
$207K – – –
Stratos Wealth Partners
81
Stratos Wealth Partners
Ohio
$202K +$201K +4,043 New
GeoWealth Management
82
GeoWealth Management
Illinois
$182K +$181K +3,646 New
EFG International
83
EFG International
$170K +$170K +3,412 New
Global Retirement Partners
84
Global Retirement Partners
California
$156K +$156K +3,131 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$136K -$354K -7,121 -72%
Rialto Wealth Management
86
Rialto Wealth Management
New York
$129K +$129K +2,596 New
Colonial Trust
87
Colonial Trust
South Carolina
$84.9K +$84.7K +1,702 New
Rossby Financial
88
Rossby Financial
Florida
$65.3K +$50K +1,005 +330%
Farther Finance Advisors
89
Farther Finance Advisors
California
$56.2K +$56.1K +1,127 New
Aptus Capital Advisors
90
Aptus Capital Advisors
Alabama
$43.9K +$43.8K +880 New
IFG Advisory
91
IFG Advisory
Georgia
$27.9K +$27.9K +560 New
AE Wealth Management
92
AE Wealth Management
Kansas
$27.8K +$20.4K +409 +274%
BC
93
Bulwark Capital
Florida
$20.2K +$20.2K +405 New
Measured Wealth Private Client Group
94
Measured Wealth Private Client Group
New Hampshire
$16.7K – – –
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$16.1K +$16.1K +323 New
Private Trust Company
96
Private Trust Company
Ohio
$9.47K +$9.46K +190 New
IFP Advisors
97
IFP Advisors
Florida
$8.53K +$8.51K +171 New
MCF Advisors
98
MCF Advisors
Kentucky
$7.08K +$7.07K +142 New
Steward Partners Investment Advisory
99
Steward Partners Investment Advisory
New York
$5.38K +$5.37K +108 New
APFP
100
Action Point Financial Planning
Michigan
$4.29K +$4.28K +86 New