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BDVL

iShares Disciplined Volatility Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$550K +$27.4K +1,096 +5%
RFA
52
Resurgent Financial Advisors
Georgia
$542K +$13.3K +533 +2%
WANY
53
Wealthspire Advisors (New York)
New York
$512K
FSA
54
Financial Sense Advisors
California
$490K -$8.54K -341 -2%
ASN
55
Advisory Services Network
Georgia
$481K -$15.2K -607 -3%
AIM
56
Advyzon Investment Management
Illinois
$469K +$473K +18,890 New
VW
57
Vantus Wealth
Pennsylvania
$469K +$473K +18,890 New
PAG
58
Private Advisor Group
New Jersey
$468K -$453K -18,090 -49%
CPC
59
Cadia Private Client
New Jersey
$430K +$434K +17,320 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$397K -$3.52M -140,502 -90%
AFP
61
Ausdal Financial Partners
Iowa
$323K +$24.7K +985 +8%
EH
62
Equitable Holdings
New York
$278K +$280K +11,200 New
AWMI
63
Aegis Wealth Management (Iowa)
Iowa
$236K +$239K +9,533 New
PTC
64
Private Trust Company
Ohio
$230K +$232K +9,266 New
EWM
65
Elevation Wealth Management
Minnesota
$229K +$231K +9,231 New
VA
66
Valmark Advisers
Ohio
$221K -$8.96K -358 -4%
FFO
67
Fiduciary Family Office
Florida
$217K -$1.63K -65 -0.7%
KAS
68
Kestra Advisory Services
Texas
$190K -$32K -1,280 -14%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$143K -$22K -879 -13%
SAM
70
Smartleaf Asset Management
Massachusetts
$143K -$444K -17,727 -76%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$129K +$65K +2,598 +99%
PPC
72
Park Place Capital
Alabama
$113K +$1.2K +48 +1%
SEP
73
Signature Equity Partners
Ohio
$82.2K +$82.9K +3,313 New
AssetMark Inc
74
AssetMark Inc
California
$59.1K -$8.11K -324 -12%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$50.7K +$50.2K +2,005 New