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BDVL

iShares Disciplined Volatility Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
26
WealthGarden F.S.
California
$1.77M +$1.75M +70,131 New
RFN
27
RDA Financial Network
Iowa
$1.67M +$1.66M +66,673 New
SB
28
Strategic Blueprint
Georgia
$1.66M +$1.66M +66,443 New
GM
29
GeoWealth Management
Illinois
$1.5M +$1.49M +59,879 New
MAMG
30
Milestone Asset Management Group
Connecticut
$1.22M +$1.21M +48,614 New
CA
31
Claro Advisors
Massachusetts
$1.2M +$1.2M +48,146 New
WWA
32
WCG Wealth Advisors
Nevada
$1.17M +$1.17M +46,826 New
PAG
33
Private Advisor Group
New Jersey
$924K +$921K +36,961 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$893K +$890K +35,703 New
TFA
35
Transamerica Financial Advisors
Florida
$788K +$786K +31,518 New
ACA
36
Aptus Capital Advisors
Alabama
$758K +$756K +30,319 New
MCA
37
MSH Capital Advisors
Arizona
$715K +$713K +28,619 New
BlackRock
38
BlackRock
New York
$712K +$710K +28,471 New
BCI
39
Brinker Capital Investments
Pennsylvania
$689K +$687K +27,540 New
LEA
40
Legacy Edge Advisors
New York
$672K +$670K +26,889 New
BRWA
41
B. Riley Wealth Advisors
Florida
$592K +$590K +23,664 New
SAM
42
Smartleaf Asset Management
Massachusetts
$585K +$585K +23,477 New
OFO
43
OneAscent Family Office
Alabama
$554K +$553K +22,172 New
MFG
44
Merit Financial Group
Georgia
$542K +$540K +21,666 New
RFA
45
Resurgent Financial Advisors
Georgia
$533K +$532K +21,323 New
SS
46
Sunbelt Securities
Texas
$527K +$526K +21,088 New
WANY
47
Wealthspire Advisors (New York)
New York
$516K +$514K +20,634 New
FSA
48
Financial Sense Advisors
California
$502K +$501K +20,077 New
ASN
49
Advisory Services Network
Georgia
$500K +$499K +20,015 New
TWCA
50
Two West Capital Advisors
Kansas
$471K +$468K +18,766 New