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BDVL

iShares Disciplined Volatility Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$1.76M +$108K +4,309 +6%
GS
27
GTS Securities
Florida
$1.7M +$1.72M +68,685 New
AIM
28
Archer Investment Management
Texas
$1.46M +$1.48M +58,959 New
GM
29
GeoWealth Management
Illinois
$1.41M -$76.9K -3,072 -5%
TFA
30
Transamerica Financial Advisors
Florida
$1.31M +$534K +21,347 +68%
MAMG
31
Milestone Asset Management Group
Connecticut
$1.22M +$15.7K +626 +1%
TWCA
32
Two West Capital Advisors
Kansas
$1.14M +$676K +27,003 +144%
WWA
33
WCG Wealth Advisors
Nevada
$1.07M -$90.7K -3,623 -8%
CA
34
Claro Advisors
Massachusetts
$1.07M -$124K -4,952 -10%
MWM
35
Modern Wealth Management
Kansas
$1.06M +$1.07M +42,914 New
OFS
36
OneAscent Financial Services
Alabama
$1.06M +$1.07M +42,576 New
FPAS
37
Focus Partners Advisor Solutions
Missouri
$892K +$900K +35,955 New
Jane Street
38
Jane Street
New York
$887K -$6.32M -252,377 -88%
LWM
39
LongView Wealth Management
Georgia
$858K +$494K +19,741 +137%
ACA
40
Aptus Capital Advisors
Alabama
$768K +$16.5K +658 +2%
MCA
41
MSH Capital Advisors
Arizona
$754K +$44.6K +1,780 +6%
BRWA
42
B. Riley Wealth Advisors
Florida
$703K +$117K +4,676 +20%
BlackRock
43
BlackRock
New York
$694K -$12.6K -504 -2%
LEA
44
Legacy Edge Advisors
New York
$671K +$4.21K +168 +0.6%
EFG
45
Elevated Financial Group
Indiana
$646K +$652K +26,031 New
FA
46
Fortis Advisors
Pennsylvania
$641K +$647K +25,840 New
Ameriprise
47
Ameriprise
Minnesota
$597K -$2.34M -93,283 -79%
OFO
48
OneAscent Family Office
Alabama
$565K +$15.5K +620 +3%
RIS
49
Richmond Investment Services
Wisconsin
$555K +$152K +6,083 +37%
MFG
50
Merit Financial Group
Georgia
$554K +$16.6K +662 +3%