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BDYN

iShares Dynamic Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
51
Integrated Advisors Network
Texas
$1.02M
OFS
52
OneAscent Financial Services
Alabama
$982K +$983K +38,350 New
AFP
53
Ausdal Financial Partners
Iowa
$977K -$34.6K -1,351 -3%
IWC
54
Integrated Wealth Concepts
Massachusetts
$958K -$7.06M -275,481 -88%
FA
55
Fortis Advisors
Pennsylvania
$918K +$919K +35,860 New
EFG
56
Elevated Financial Group
Indiana
$900K +$901K +35,151 New
RIS
57
Richmond Investment Services
Wisconsin
$820K +$164K +6,403 +25%
SS
58
Sunbelt Securities
Texas
$811K +$14.9K +580 +2%
PAG
59
Private Advisor Group
New Jersey
$797K -$491K -19,157 -38%
MCA
60
MSH Capital Advisors
Arizona
$789K -$45.1K -1,759 -5%
FSA
61
Financial Sense Advisors
California
$784K -$70.4K -2,746 -8%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$740K +$741K +28,910 New
GWMR
63
GC Wealth Management RIA
Massachusetts
$666K -$100K -3,919 -13%
LEA
64
Legacy Edge Advisors
New York
$651K -$84.7K -3,305 -12%
MFG
65
Merit Financial Group
Georgia
$630K -$29.1K -1,134 -4%
VFPW
66
Vantage Financial Partners (Wisconsin)
Wisconsin
$573K -$20.7K -808 -3%
IA
67
IFG Advisory
Georgia
$515K +$12.7K +494 +3%
RFA
68
Resurgent Financial Advisors
Georgia
$506K -$85K -3,315 -14%
NL
69
NWAM LLC
Washington
$491K +$11.7K +458 +3%
EH
70
Equitable Holdings
New York
$489K -$12.4K -483 -2%
EWM
71
Elevation Wealth Management
Minnesota
$462K +$462K +18,025 New
AWMI
72
Aegis Wealth Management (Iowa)
Iowa
$440K +$441K +17,198 New
CPC
73
Cadia Private Client
New Jersey
$419K +$420K +16,375 New
SWM
74
SeaCrest Wealth Management
New York
$408K +$402K +15,685 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$408K +$35.2K +1,375 +9%