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BDVL

iShares Disciplined Volatility Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$743M +$741M +29,726,003 New
LPL Financial
2
LPL Financial
California
$250M +$249M +9,994,903 New
MML Investors Services
3
MML Investors Services
Massachusetts
$159M +$159M +6,370,029 New
JP Morgan Chase
4
JP Morgan Chase
New York
$86.7M +$86.5M +3,469,735 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$61.2M +$61.1M +2,448,908 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$55.8M +$55.6M +2,231,742 New
PAS
7
Park Avenue Securities
New York
$49.8M +$49.6M +1,991,343 New
WA
8
WBH Advisory
Maryland
$19.5M +$19.5M +781,039 New
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$15.5M +$15.5M +621,756 New
SFA
10
Sequoia Financial Advisors
Ohio
$12.6M +$12.5M +502,719 New
NP
11
NorthRock Partners
Minnesota
$7.9M +$7.88M +316,056 New
Wells Fargo
12
Wells Fargo
California
$7.89M +$7.86M +315,402 New
I
13
INVST
Indiana
$7.42M +$7.4M +296,683 New
WA
14
Waverly Advisors
Alabama
$7.35M +$7.33M +293,827 New
Jane Street
15
Jane Street
New York
$7.2M +$7.18M +288,141 New
Osaic Holdings
16
Osaic Holdings
Arizona
$6.84M +$6.82M +273,652 New
SA
17
Sanctuary Advisors
Indiana
$6.54M +$6.52M +261,474 New
BBWP
18
Beacon Bridge Wealth Partners
Pennsylvania
$4.54M +$4.53M +181,791 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.41M +$4.39M +176,231 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$3.91M +$3.9M +156,510 New
RIA
21
Regal Investment Advisors
Michigan
$3.9M +$3.89M +156,114 New
MFG
22
Magnus Financial Group
New York
$3.3M +$3.29M +132,044 New
SWM
23
Silverlake Wealth Management
Vermont
$3.2M +$3.19M +128,011 New
Ameriprise
24
Ameriprise
Minnesota
$2.93M +$2.93M +117,356 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.79M +$2.79M +111,793 New