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BDYN

iShares Dynamic Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$255K -$25.7K -959 -10%
GRP
102
Global Retirement Partners
California
$253K +$244K +9,103 New
FFO
103
Fiduciary Family Office
Florida
$247K -$179K -6,696 -43%
AWM
104
Aries Wealth Management
Maine
$238K
CA
105
Continuum Advisory
Idaho
$234K +$226K +8,444 New
AssetMark Inc
106
AssetMark Inc
California
$227K +$44.1K +1,649 +25%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$213K
MWM
108
Modern Wealth Management
Kansas
$207K +$199K +7,450 New
JWCA
109
J.W. Cole Advisors
Florida
$203K +$196K +7,315 New
PPC
110
Park Place Capital
Alabama
$138K -$7.6K -284 -5%
AF
111
Allworth Financial
California
$120K +$116K +4,315 New
AG
112
AmeriFlex Group
Nevada
$112K -$8.46K -316 -7%
Morgan Stanley
113
Morgan Stanley
New York
$107K -$404K -15,099 -80%
SEP
114
Signature Equity Partners
Ohio
$94K -$5.25K -196 -5%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$87K -$7.01K -262 -8%
OCM
116
Orion Capital Management
California
$85.5K +$82.5K +3,081 New
CPG
117
Cornerstone Planning Group
New Jersey
$44.7K
HI
118
Harbour Investments
Wisconsin
$28.9K +$26.6K +992 +2,024%
FFA
119
Farther Finance Advisors
California
$26.8K +$25.9K +966 New
NA
120
NewEdge Advisors
Louisiana
$24.2K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$17.3K +$16.7K +625 New
GSWM
122
Golden State Wealth Management
California
$12.8K +$12.3K +460 New
WP
123
WealthShield Partners
North Carolina
$9.29K +$268 +10 +3%
APFP
124
Action Point Financial Planning
Michigan
$8.28K +$7.98K +298 New
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
-$2.93M -120,612 Closed