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BDVL

iShares Disciplined Volatility Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
Advyzon Investment Management
Illinois
$579K +$11.6K +450 +2%
MFG
52
Merit Financial Group
Georgia
$575K +$43.9K +1,698 +8%
RFA
53
Resurgent Financial Advisors
Georgia
$561K +$42.1K +1,630 +8%
WANY
54
Wealthspire Advisors (New York)
New York
$536K
VW
55
Vantus Wealth
Pennsylvania
$523K +$520K +20,139 New
AWMI
56
Aegis Wealth Management (Iowa)
Iowa
$487K +$181K +6,995 +59%
SG
57
StoneX Group
New York
$486K +$483K +18,714 New
ASG
58
Advisory Solutions Group
Minnesota
$483K +$480K +18,589 New
PFS
59
Prospera Financial Services
Texas
$477K +$106K +4,090 +29%
PTC
60
Private Trust Company
Ohio
$464K +$228K +8,825 +98%
AI
61
Atria Investments
North Carolina
$412K +$410K +15,869 New
FSA
62
Financial Sense Advisors
California
$402K -$28.8K -1,115 -7%
VPP
63
Vertex Planning Partners
Illinois
$401K +$9.38K +363 +2%
GS
64
GTS Securities
Florida
$348K -$814K -31,526 -70%
AFP
65
Ausdal Financial Partners
Iowa
$346K -$5.53K -214 -2%
RWA
66
Resolute Wealth Advisor
Ohio
$330K
FIM
67
Freedom Investment Management
Connecticut
$303K -$2.81K -109 -0.9%
MFG
68
Magnus Financial Group
New York
$300K -$356K -13,781 -54%
Ameriprise
69
Ameriprise
Minnesota
$274K -$27.6K -1,067 -9%
CFD
70
Creative Financial Designs
Indiana
$268K -$6.46K -250 -2%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$261K +$259K +10,036 New
OWCM
72
One Wealth Capital Management
Arizona
$259K +$258K +9,980 New
EH
73
Equitable Holdings
New York
$251K -$8.88K -344 -3%
VA
74
Valmark Advisers
Ohio
$234K +$1.99K +77 +0.9%
FFO
75
Fiduciary Family Office
Florida
$234K +$9.66K +374 +4%