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BDVL

iShares Disciplined Volatility Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
51
Richmond Investment Services
Wisconsin
$407K +$406K +16,298 New
LWM
52
LongView Wealth Management
Georgia
$361K +$360K +14,421 New
AFP
53
Ausdal Financial Partners
Iowa
$301K +$301K +12,056 New
VA
54
Valmark Advisers
Ohio
$232K +$232K +9,286 New
KAS
55
Kestra Advisory Services
Texas
$224K +$223K +8,959 New
FFO
56
Fiduciary Family Office
Florida
$220K +$220K +8,805 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$166K +$166K +6,655 New
UBS Group
58
UBS Group
Switzerland
$156K +$155K +6,233 New
GRP
59
Global Retirement Partners
California
$129K +$129K +5,178 New
PPC
60
Park Place Capital
Alabama
$113K +$113K +4,524 New
LFA
61
LGT Financial Advisors
Texas
$107K +$106K +4,268 New
LWMI
62
Legacy Wealth Management (Idaho)
Idaho
$103K +$102K +4,111 New
PS
63
Principal Securities
Iowa
$83.4K +$83.2K +3,336 New
AssetMark Inc
64
AssetMark Inc
California
$67.7K +$67.5K +2,706 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$65.5K +$65.4K +2,622 New
CPG
66
Cornerstone Planning Group
New Jersey
$46.4K +$46.2K +1,854 New
AG
67
AmeriFlex Group
Nevada
$25.8K +$25.7K +1,032 New
Jones Financial Companies
68
Jones Financial Companies
Missouri
$16.9K +$16.9K +679 New
FFA
69
Founders Financial Alliance
North Carolina
$16.4K +$16.3K +654 New
AWM
70
AE Wealth Management
Kansas
$1.48K +$1.47K +59 New