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BDYN

iShares Dynamic Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Silverlake Wealth Management
Vermont
$4.85M +$4.83M +191,508 New
WFS
27
WealthGarden F.S.
California
$3.8M +$3.74M +148,117 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.49M +$3.48M +137,986 New
SB
29
Strategic Blueprint
Georgia
$2.75M +$2.74M +108,480 New
RFN
30
RDA Financial Network
Iowa
$2.31M +$2.3M +91,208 New
OFO
31
OneAscent Family Office
Alabama
$1.9M +$1.89M +74,900 New
CA
32
Claro Advisors
Massachusetts
$1.81M +$1.8M +71,499 New
WWA
33
WCG Wealth Advisors
Nevada
$1.47M +$1.46M +57,897 New
GS
34
GWN Securities
Florida
$1.46M +$1.45M +57,587 New
ASN
35
Advisory Services Network
Georgia
$1.43M +$1.43M +56,626 New
TFA
36
Transamerica Financial Advisors
Florida
$1.33M +$1.32M +52,372 New
ACA
37
Aptus Capital Advisors
Alabama
$1.28M +$1.28M +50,578 New
PAG
38
Private Advisor Group
New Jersey
$1.27M +$1.27M +50,292 New
BCI
39
Brinker Capital Investments
Pennsylvania
$1.12M +$1.11M +44,145 New
MAMG
40
Milestone Asset Management Group
Connecticut
$1.11M +$1.1M +43,771 New
SEIA
41
Signature Estate & Investment Advisors
California
$1.11M +$1.1M +43,659 New
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.07M +$1.07M +42,253 New
IAN
43
Integrated Advisors Network
Texas
$1.01M +$1M +39,799 New
BRWA
44
B. Riley Wealth Advisors
Florida
$1.01M +$1M +39,714 New
AFP
45
Ausdal Financial Partners
Iowa
$1M +$998K +39,519 New
FSA
46
Financial Sense Advisors
California
$844K +$842K +33,341 New
MCA
47
MSH Capital Advisors
Arizona
$824K +$822K +32,564 New
SAM
48
Smartleaf Asset Management
Massachusetts
$799K +$799K +31,665 New
SS
49
Sunbelt Securities
Texas
$787K +$785K +31,092 New
GWMR
50
GC Wealth Management RIA
Massachusetts
$757K +$755K +29,923 New