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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
$538K +$73.7K +2,930 +16%
PAG
52
Private Advisor Group
New Jersey
$538K +$73.9K +2,939 +16%
OFO
53
OneAscent Family Office
Alabama
$533K -$29.7K -1,181 -5%
WANY
54
Wealthspire Advisors (New York)
New York
$509K
MFG
55
Merit Financial Group
Georgia
$504K -$47.4K -1,883 -8%
RFA
56
Resurgent Financial Advisors
Georgia
$492K -$47.9K -1,904 -9%
FSA
57
Financial Sense Advisors
California
$409K -$79.6K -3,164 -16%
SS
58
Sunbelt Securities
Texas
$381K -$169K -6,717 -30%
VPP
59
Vertex Planning Partners
Illinois
$372K +$380K +15,085 New
PFS
60
Prospera Financial Services
Texas
$352K +$360K +14,289 New
AFP
61
Ausdal Financial Partners
Iowa
$333K +$12.2K +485 +4%
RWA
62
Resolute Wealth Advisor
Ohio
$330K +$337K +13,394 New
CPC
63
Cadia Private Client
New Jersey
$297K -$133K -5,286 -31%
WAG
64
Windsor Advisory Group
Ohio
$293K +$299K +11,885 New
ACM
65
Advisors Capital Management
New Jersey
$292K +$298K +11,828 New
FIM
66
Freedom Investment Management
Connecticut
$290K +$296K +11,772 New
AWMI
67
Aegis Wealth Management (Iowa)
Iowa
$290K +$56.1K +2,231 +23%
Ameriprise
68
Ameriprise
Minnesota
$286K -$313K -12,456 -52%
CFD
69
Creative Financial Designs
Indiana
$261K +$266K +10,582 New
EH
70
Equitable Holdings
New York
$247K -$29.7K -1,180 -11%
PTC
71
Private Trust Company
Ohio
$222K -$6.04K -240 -3%
VA
72
Valmark Advisers
Ohio
$221K +$453 +18 +0.2%
EWM
73
Elevation Wealth Management
Minnesota
$214K -$14.1K -560 -6%
FFO
74
Fiduciary Family Office
Florida
$213K -$2.57K -102 -1%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$170K +$42.6K +1,692 +32%