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BDYN

iShares Dynamic Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B +$33.6M +1,254,026 +2%
LPL Financial
2
LPL Financial
California
$572M +$50.1M +1,871,819 +10%
MML Investors Services
3
MML Investors Services
Massachusetts
$346M +$55.8M +2,084,108 +20%
Wells Fargo
4
Wells Fargo
California
$253M +$79.8M +2,979,955 +49%
JP Morgan Chase
5
JP Morgan Chase
New York
$152M -$2.15M -80,266 -1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$117M +$5.22M +195,039 +5%
PAS
7
Park Avenue Securities
New York
$111M +$5.32M +198,802 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$87.1M -$1.16M -43,466 -1%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$32M +$1.17M +43,692 +4%
WA
10
WBH Advisory
Maryland
$29.5M +$273K +10,198 +1%
NP
11
NorthRock Partners
Minnesota
$28.7M -$1.71M -63,906 -6%
SFA
12
Sequoia Financial Advisors
Ohio
$25.8M +$171K +6,401 +0.7%
KGP
13
Keystone Global Partners
Colorado
$19.1M -$717K -26,790 -4%
SA
14
Sanctuary Advisors
Indiana
$17.7M +$531K +19,836 +3%
WA
15
Waverly Advisors
Alabama
$13.1M +$406K +15,160 +3%
WIA
16
World Investment Advisors
California
$12.9M +$60.3K +2,254 +0.5%
I
17
INVST
Indiana
$11.3M -$47.8K -1,785 -0.4%
IWC
18
Integrated Wealth Concepts
Massachusetts
$10.1M +$232K +8,673 +2%
RIA
19
Regal Investment Advisors
Michigan
$8.18M +$853K +31,853 +12%
BBWP
20
Beacon Bridge Wealth Partners
Pennsylvania
$7.08M +$11.6K +433 +0.2%
GM
21
GeoWealth Management
Illinois
$6.72M -$632K -23,622 -9%
ASG
22
Advisory Solutions Group
Minnesota
$6.55M +$6.32M +236,069 New
BCI
23
Brinker Capital Investments
Pennsylvania
$5.8M +$1M +37,453 +22%
SWM
24
Silverlake Wealth Management
Vermont
$5.12M -$125K -4,687 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.95M -$301K -11,255 -6%