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BDYN

iShares Dynamic Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWCA
51
Two West Capital Advisors
Kansas
$746K +$731K +28,977 New
LEA
52
Legacy Edge Advisors
New York
$727K +$725K +28,706 New
MFG
53
Merit Financial Group
Georgia
$652K +$650K +25,743 New
RIS
54
Richmond Investment Services
Wisconsin
$649K +$647K +25,629 New
VFPW
55
Vantage Financial Partners (Wisconsin)
Wisconsin
$586K +$585K +23,164 New
RFA
56
Resurgent Financial Advisors
Georgia
$584K +$582K +23,061 New
LWM
57
LongView Wealth Management
Georgia
$564K +$563K +22,297 New
KAS
58
Kestra Advisory Services
Texas
$560K +$559K +22,141 New
FIM
59
Freedom Investment Management
Connecticut
$522K +$521K +20,627 New
IA
60
IFG Advisory
Georgia
$496K +$495K +19,598 New
EH
61
Equitable Holdings
New York
$495K +$494K +19,560 New
NL
62
NWAM LLC
Washington
$469K +$461K +18,276 New
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$454K +$453K +17,948 New
FFO
64
Fiduciary Family Office
Florida
$386K +$385K +15,236 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$368K +$367K +14,542 New
VA
66
Valmark Advisers
Ohio
$368K +$367K +14,536 New
WANY
67
Wealthspire Advisors (New York)
New York
$343K +$342K +13,546 New
VPP
68
Vertex Planning Partners
Illinois
$323K +$322K +12,757 New
BlackRock
69
BlackRock
New York
$304K +$303K +12,014 New
OWCM
70
One Wealth Capital Management
Arizona
$293K +$292K +11,585 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$265K +$264K +10,474 New
Mariner
72
Mariner
Kansas
$259K +$258K +10,233 New
GRP
73
Global Retirement Partners
California
$258K +$257K +10,200 New
AFW
74
Avantra Family Wealth
Pennsylvania
$246K +$245K +9,704 New
OMC
75
Old Mission Capital
Illinois
$235K +$235K +9,293 New