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BDVL

iShares Disciplined Volatility Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$893M +$47.1M +1,824,441 +6%
LPL Financial
2
LPL Financial
California
$358M +$39.7M +1,536,918 +13%
MML Investors Services
3
MML Investors Services
Massachusetts
$192M +$38.8M +1,501,886 +25%
Wells Fargo
4
Wells Fargo
California
$137M +$46M +1,779,436 +51%
JP Morgan Chase
5
JP Morgan Chase
New York
$89.5M -$405K -15,685 -0.5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$76.8M +$6.72M +260,157 +10%
PAS
7
Park Avenue Securities
New York
$59.9M +$3.25M +125,848 +6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$53.5M +$1.56M +60,271 +3%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$22.2M +$1.74M +67,527 +9%
WA
10
WBH Advisory
Maryland
$20.9M +$727K +28,154 +4%
SFA
11
Sequoia Financial Advisors
Ohio
$12.9M -$393K -15,203 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$12.5M +$10.9M +423,844 +760%
WA
13
Waverly Advisors
Alabama
$10.1M +$1.02M +39,327 +11%
NP
14
NorthRock Partners
Minnesota
$9.82M -$801K -31,029 -8%
SA
15
Sanctuary Advisors
Indiana
$9.49M -$51K -1,976 -0.5%
WIA
16
World Investment Advisors
California
$8.97M +$391K +15,129 +5%
I
17
INVST
Indiana
$8.81M +$716K +27,731 +9%
BBWP
18
Beacon Bridge Wealth Partners
Pennsylvania
$5.4M -$110K -4,263 -2%
IWC
19
Integrated Wealth Concepts
Massachusetts
$4.5M +$272K +10,535 +6%
RIA
20
Regal Investment Advisors
Michigan
$4.36M +$204K +7,894 +5%
LWMI
21
Legacy Wealth Management (Idaho)
Idaho
$3.66M +$3.64M +140,966 New
SWM
22
Silverlake Wealth Management
Vermont
$3.2M -$18.5K -718 -0.6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.54M -$821K -31,774 -25%
Citadel Advisors
24
Citadel Advisors
Florida
$2.17M +$2.16M +83,456 New
Osaic Holdings
25
Osaic Holdings
Arizona
$2.13M -$626K -24,254 -23%