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BDVL

iShares Disciplined Volatility Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$141K -$1.84K -73 -1%
SAM
77
Smartleaf Asset Management
Massachusetts
$123K -$16.3K -649 -11%
PPC
78
Park Place Capital
Alabama
$110K -$2.67K -106 -2%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$83K +$84.3K +3,351 New
SEP
80
Signature Equity Partners
Ohio
$75.9K -$5.84K -232 -7%
AssetMark Inc
81
AssetMark Inc
California
$68.8K +$10.3K +410 +17%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$49.4K
CPG
83
Cornerstone Planning Group
New Jersey
$48.1K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$16.2K
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$15K +$15.3K +607 New
AG
86
AmeriFlex Group
Nevada
$13.1K
UBS Group
87
UBS Group
Switzerland
$5.89K +$6.01K +239 New
TPWA
88
Twin Peaks Wealth Advisors
California
$5.35K +$5.46K +217 New
AWM
89
AE Wealth Management
Kansas
$1.45K
HI
90
Harbour Investments
Wisconsin
$1.23K +$1.26K +50 New
Russell Investments Group
91
Russell Investments Group
United Kingdom
$25 +$25 +1 New
AIM
92
Archer Investment Management
Texas
-$1.46M -58,959 Closed
MWM
93
Modern Wealth Management
Kansas
-$1.06M -42,914 Closed
FPAS
94
Focus Partners Advisor Solutions
Missouri
-$892K -35,955 Closed
Jane Street
95
Jane Street
New York
-$887K -35,764 Closed
KAS
96
Kestra Advisory Services
Texas
-$190K -7,679 Closed