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BDYN

iShares Dynamic Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
76
Fiduciary Family Office
Florida
$394K +$3.64K +142 +0.9%
VA
77
Valmark Advisers
Ohio
$370K -$2K -78 -0.5%
Raymond James Financial
78
Raymond James Financial
Florida
$352K +$136K +5,325 +63%
WANY
79
Wealthspire Advisors (New York)
New York
$347K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$341K +$72.5K +2,827 +27%
SAM
81
Smartleaf Asset Management
Massachusetts
$332K -$482K -18,803 -59%
VPP
82
Vertex Planning Partners
Illinois
$327K
KAS
83
Kestra Advisory Services
Texas
$314K -$253K -9,879 -45%
BlackRock
84
BlackRock
New York
$305K -$2.67K -104 -0.9%
OWCM
85
One Wealth Capital Management
Arizona
$292K -$4.64K -181 -2%
FFG
86
Frisch Financial Group
New York
$283K +$283K +11,040 New
AFW
87
Avantra Family Wealth
Pennsylvania
$254K +$5.43K +212 +2%
PTC
88
Private Trust Company
Ohio
$240K +$240K +9,361 New
OAP
89
One Advisory Partners
Kansas
$236K +$3.48K +136 +1%
TC
90
Town Capital
Maryland
$228K +$229K +8,920 New
HH
91
Hilltop Holdings
Texas
$227K +$10.3K +401 +5%
AWM
92
Aries Wealth Management
Maine
$220K
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$212K +$210K +8,199 New
PPC
94
Park Place Capital
Alabama
$133K +$5.61K +219 +4%
GRP
95
Global Retirement Partners
California
$129K -$132K -5,151 -51%
AG
96
AmeriFlex Group
Nevada
$96K -$78.8K -3,076 -45%
SEP
97
Signature Equity Partners
Ohio
$81.3K +$81.3K +3,173 New
AssetMark Inc
98
AssetMark Inc
California
$79.2K +$1.9K +74 +2%
WG
99
Wellington Group
Indiana
$62.2K +$62.3K +2,429 New
CPG
100
Cornerstone Planning Group
New Jersey
$56.1K