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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
$805M +$68.5M +2,735,095 +9%
LPL Financial
2
LPL Financial
California
$287M +$39.2M +1,567,082 +16%
MML Investors Services
3
MML Investors Services
Massachusetts
$180M +$22.6M +903,395 +14%
JP Morgan Chase
4
JP Morgan Chase
New York
$86.7M +$666K +26,598 +0.8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$66.4M +$5.74M +229,269 +9%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$54.8M -$538K -21,491 -1%
PAS
7
Park Avenue Securities
New York
$52.6M +$3.28M +130,950 +7%
Wells Fargo
8
Wells Fargo
California
$45M +$37.5M +1,497,109 +475%
WA
9
WBH Advisory
Maryland
$19.6M +$265K +10,567 +1%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$18.7M +$3.27M +130,801 +21%
SFA
11
Sequoia Financial Advisors
Ohio
$12.9M +$437K +17,468 +3%
NP
12
NorthRock Partners
Minnesota
$10.6M +$2.77M +110,661 +35%
WA
13
Waverly Advisors
Alabama
$8.03M +$751K +29,995 +10%
I
14
INVST
Indiana
$7.96M +$610K +24,381 +8%
SA
15
Sanctuary Advisors
Indiana
$7.63M +$1.15M +45,946 +18%
BBWP
16
Beacon Bridge Wealth Partners
Pennsylvania
$5.38M +$875K +34,953 +19%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.33M -$1.47M -58,886 -22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.63M +$266K +10,611 +6%
RIA
19
Regal Investment Advisors
Michigan
$4.03M +$163K +6,528 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.58M +$814K +32,521 +29%
MFG
21
Magnus Financial Group
New York
$3.34M +$68.2K +2,725 +2%
SWM
22
Silverlake Wealth Management
Vermont
$3.34M +$162K +6,452 +5%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.15M +$1.48M +58,996 +214%
WFS
24
WealthGarden F.S.
California
$1.91M +$138K +5,508 +8%
RFN
25
RDA Financial Network
Iowa
$1.91M +$254K +10,148 +15%