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BDYN

iShares Dynamic Equity Active ETF
BDYN

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.25B +$1.25B +49,456,217 New
LPL Financial
2
LPL Financial
California
$389M +$388M +15,367,303 New
MML Investors Services
3
MML Investors Services
Massachusetts
$273M +$272M +10,770,199 New
JP Morgan Chase
4
JP Morgan Chase
New York
$138M +$138M +5,467,848 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$92.3M +$92.1M +3,646,528 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$88.1M +$87.9M +3,480,767 New
PAS
7
Park Avenue Securities
New York
$88.1M +$87.8M +3,479,907 New
WA
8
WBH Advisory
Maryland
$26.3M +$26.2M +1,038,507 New
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$23.3M +$23.3M +922,504 New
SFA
10
Sequoia Financial Advisors
Ohio
$22.5M +$22.5M +889,631 New
NP
11
NorthRock Partners
Minnesota
$21.8M +$21.7M +859,511 New
KGP
12
Keystone Global Partners
Colorado
$18.9M +$18.8M +744,847 New
SA
13
Sanctuary Advisors
Indiana
$12.6M +$12.5M +497,035 New
Wells Fargo
14
Wells Fargo
California
$12.5M +$12.4M +492,130 New
I
15
INVST
Indiana
$9.85M +$9.82M +389,017 New
Osaic Holdings
16
Osaic Holdings
Arizona
$9.47M +$9.45M +374,273 New
WA
17
Waverly Advisors
Alabama
$8.37M +$8.35M +330,766 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$7.92M +$7.9M +312,897 New
Ameriprise
19
Ameriprise
Minnesota
$7.58M +$7.56M +299,501 New
MFG
20
Magnus Financial Group
New York
$6.53M +$6.52M +258,092 New
GM
21
GeoWealth Management
Illinois
$6.34M +$6.32M +250,460 New
RIA
22
Regal Investment Advisors
Michigan
$6.08M +$6.06M +240,104 New
BBWP
23
Beacon Bridge Wealth Partners
Pennsylvania
$6.04M +$6.03M +238,763 New
Jane Street
24
Jane Street
New York
$5.76M +$5.75M +227,771 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.72M +$5.7M +225,837 New
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