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iShares Disciplined Volatility Equity Active ETF
BDVL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 893 M +USD 47.1 M +1,824,441 +6%
LPL Financial
2
LPL Financial
California
USD 358 M +USD 39.7 M +1,536,918 +13%
MML Investors Services
3
MML Investors Services
Massachusetts
USD 192 M +USD 38.8 M +1,501,886 +25%
Wells Fargo
4
Wells Fargo
California
USD 137 M +USD 46 M +1,779,436 +51%
JP Morgan Chase
5
JP Morgan Chase
New York
USD 89.5 M -USD 405 k -15,685 -0.5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 76.8 M +USD 6.72 M +260,157 +10%
Park Avenue Securities
7
Park Avenue Securities
New York
USD 59.9 M +USD 3.25 M +125,848 +6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
USD 53.5 M +USD 1.56 M +60,271 +3%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
USD 22.2 M +USD 1.74 M +67,527 +9%
WBH Advisory
10
WBH Advisory
Maryland
USD 20.9 M +USD 727 k +28,154 +4%
Sequoia Financial Advisors
11
Sequoia Financial Advisors
Ohio
USD 12.9 M -USD 393 k -15,203 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
USD 12.5 M +USD 10.9 M +423,844 +760%
Waverly Advisors
13
Waverly Advisors
Alabama
USD 10.1 M +USD 1.02 M +39,327 +11%
NorthRock Partners
14
NorthRock Partners
Minnesota
USD 9.8 M -USD 801 k -31,029 -8%
Sanctuary Advisors
15
Sanctuary Advisors
Indiana
USD 9.49 M -USD 51 k -1,976 -0.5%
World Investment Advisors
16
World Investment Advisors
California
USD 8.97 M +USD 391 k +15,129 +5%
INVST
17
INVST
Indiana
USD 8.81 M +USD 716 k +27,731 +9%
BBWP
18
Beacon Bridge Wealth Partners
Pennsylvania
USD 5.4 M -USD 110 k -4,263 -2%
Regal Investment Advisors
19
Regal Investment Advisors
Michigan
USD 4.36 M +USD 204 k +7,894 +5%
Integrated Wealth Concepts
20
Integrated Wealth Concepts
Massachusetts
USD 4.31 M +USD 77.8 k +3,012 +2%
LWMI
21
Legacy Wealth Management (Idaho)
Idaho
USD 3.66 M +USD 3.64 M +140,966 Nuevas
SWM
22
Silverlake Wealth Management
Vermont
USD 3.2 M -USD 18.5 k -718 -0.6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
USD 2.54 M -USD 821 k -31,774 -25%
Citadel Advisors
24
Citadel Advisors
Florida
USD 2.17 M +USD 2.16 M +83,456 Nuevas
Osaic Holdings
25
Osaic Holdings
Arizona
USD 2.13 M -USD 626 k -24,254 -23%
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