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iShares Dynamic Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
76
Windsor Advisory Group
Ohio
$561K -$10.5K -394 -2%
RFA
77
Resurgent Financial Advisors
Georgia
$544K -$8.17K -305 -2%
NWAM LLC
78
NWAM LLC
Washington
$530K +$10.3K +386 +2%
OWCM
79
One Wealth Capital Management
Arizona
$523K +$186K +6,964 +59%
Equitable Holdings
80
Equitable Holdings
New York
$520K -$11.5K -430 -2%
AIM
81
Archer Investment Management
Texas
$518K -$15.3K -570 -3%
Atria Investments
82
Atria Investments
North Carolina
$512K +$494K +18,464 New
SeaCrest Wealth Management
83
SeaCrest Wealth Management
New York
$501K +$42.1K +1,572 +10%
Private Trust Company
84
Private Trust Company
Ohio
$484K +$215K +8,047 +86%
EWM
85
Elevation Wealth Management
Minnesota
$467K -$47.3K -1,766 -9%
Creative Financial Designs
86
Creative Financial Designs
Indiana
$456K – – –
EFG
87
Elevated Financial Group
Indiana
$419K -$507K -18,928 -56%
QRG Capital Management
88
QRG Capital Management
Illinois
$419K -$4.23K -158 -1%
Valmark Advisers
89
Valmark Advisers
Ohio
$409K – – –
Kestra Investment Management
90
Kestra Investment Management
Texas
$396K -$158K -5,914 -29%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$391K -$124K -4,646 -25%
Wealthspire Advisors (New York)
92
Wealthspire Advisors (New York)
New York
$376K – – –
Smartleaf Asset Management
93
Smartleaf Asset Management
Massachusetts
$321K – – –
Sowell Financial Services
94
Sowell Financial Services
Arkansas
$313K +$12.7K +473 +4%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$312K +$301K +11,249 New
BlackRock
96
BlackRock
New York
$299K -$30.2K -1,127 -9%
AFW
97
Avantra Family Wealth
Pennsylvania
$275K – – –
Sovran Advisors
98
Sovran Advisors
California
$262K +$6.93K +259 +3%
OAP
99
One Advisory Partners
Kansas
$260K -$1.45K -54 -0.6%
PFGWM
100
Price Financial Group Wealth Management
Oregon
$255K – – –