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BDYN

iShares Dynamic Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
51
GC Wealth Management RIA
Massachusetts
$967K +$353K +13,774 +53%
OFS
52
OneAscent Financial Services
Alabama
$932K
AFP
53
Ausdal Financial Partners
Iowa
$919K -$9.19K -359 -0.9%
VPP
54
Vertex Planning Partners
Illinois
$890K +$611K +23,869 +187%
WWA
55
WCG Wealth Advisors
Nevada
$885K -$394K -15,372 -30%
SS
56
Sunbelt Securities
Texas
$881K +$117K +4,558 +14%
FA
57
Fortis Advisors
Pennsylvania
$865K -$6.79K -265 -0.7%
FFG
58
Frisch Financial Group
New York
$854K +$617K +24,078 +218%
RIS
59
Richmond Investment Services
Wisconsin
$836K +$60K +2,342 +7%
PAG
60
Private Advisor Group
New Jersey
$829K +$75.5K +2,950 +9%
EFG
61
Elevated Financial Group
Indiana
$827K -$28.5K -1,112 -3%
MCA
62
MSH Capital Advisors
Arizona
$683K -$69.5K -2,715 -9%
FSA
63
Financial Sense Advisors
California
$664K -$84.2K -3,288 -11%
LEA
64
Legacy Edge Advisors
New York
$660K +$44.6K +1,741 +7%
IWM
65
IHT Wealth Management
Illinois
$600K +$632K +24,668 New
MFG
66
Merit Financial Group
Georgia
$581K -$18.4K -720 -3%
WAG
67
Windsor Advisory Group
Ohio
$501K +$528K +20,606 New
AWMI
68
Aegis Wealth Management (Iowa)
Iowa
$496K +$82.5K +3,220 +19%
KIM
69
Kestra Investment Management
Texas
$491K +$517K +20,196 New
RFA
70
Resurgent Financial Advisors
Georgia
$484K +$4.53K +177 +0.9%
ACM
71
Advisors Capital Management
New Jersey
$473K +$498K +19,449 New
AIM
72
Archer Investment Management
Texas
$467K -$3.89M -152,082 -89%
EH
73
Equitable Holdings
New York
$466K +$2.25K +88 +0.5%
Morgan Stanley
74
Morgan Stanley
New York
$461K -$2.05M -80,119 -81%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$456K +$72.8K +2,842 +18%