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BDVL

iShares Disciplined Volatility Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Elevated Financial Group
Indiana
$226K -$378K -14,633 -63%
IA
77
IFG Advisory
Georgia
$224K +$223K +8,618 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$220K +$40.2K +1,555 +22%
EWM
79
Elevation Wealth Management
Minnesota
$218K -$6.79K -263 -3%
JWCA
80
J.W. Cole Advisors
Florida
$211K +$210K +8,131 New
Raymond James Financial
81
Raymond James Financial
Florida
$210K +$208K +8,067 New
UBS Group
82
UBS Group
Switzerland
$185K +$177K +6,871 +2,875%
CA
83
Continuum Advisory
Idaho
$149K +$148K +5,739 New
SAM
84
Smartleaf Asset Management
Massachusetts
$132K
PPC
85
Park Place Capital
Alabama
$116K +$439 +17 +0.4%
GRP
86
Global Retirement Partners
California
$97.8K +$97.2K +3,764 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$91K +$4.08K +158 +5%
AssetMark Inc
88
AssetMark Inc
California
$88.7K +$16.1K +622 +22%
SEP
89
Signature Equity Partners
Ohio
$81.6K +$1.58K +61 +2%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$81.5K -$66.3K -2,567 -45%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$60K +$59.6K +2,309 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$52.1K
CPG
93
Cornerstone Planning Group
New Jersey
$48.5K +$413 +16 +0.9%
Morgan Stanley
94
Morgan Stanley
New York
$41.2K +$41K +1,587 New
WAG
95
Windsor Advisory Group
Ohio
$38.1K -$269K -10,418 -88%
HI
96
Harbour Investments
Wisconsin
$27K +$25.6K +990 +1,980%
FFA
97
Farther Finance Advisors
California
$14.2K +$14.1K +546 New
AG
98
AmeriFlex Group
Nevada
$13.9K +$129 +5 +0.9%
AF
99
Allworth Financial
California
$11.6K +$11.6K +448 New
APFP
100
Action Point Financial Planning
Michigan
$8.53K +$8.47K +328 New