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BDYN

iShares Dynamic Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.29B +$27.5M +1,073,129 +2%
LPL Financial
2
LPL Financial
California
$424M +$30.2M +1,178,883 +8%
MML Investors Services
3
MML Investors Services
Massachusetts
$300M +$23.8M +928,430 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
$138M -$1.71M -66,584 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$93.3M +$4.12M +160,937 +5%
PAS
6
Park Avenue Securities
New York
$89.5M +$352K +13,733 +0.4%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$85.8M -$7.57M -295,312 -8%
Wells Fargo
8
Wells Fargo
California
$74.1M +$61.5M +2,400,952 +488%
NP
9
NorthRock Partners
Minnesota
$27.6M +$5.57M +217,307 +25%
WA
10
WBH Advisory
Maryland
$25.8M -$748K -29,189 -3%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$25.7M +$2.06M +80,199 +9%
SFA
12
Sequoia Financial Advisors
Ohio
$23.1M +$353K +13,771 +2%
KGP
13
Keystone Global Partners
Colorado
$19.1M -$11.5K -449 -0.1%
SA
14
Sanctuary Advisors
Indiana
$14.8M +$2.1M +82,011 +17%
Osaic Holdings
15
Osaic Holdings
Arizona
$10.3M +$758K +29,591 +8%
I
16
INVST
Indiana
$9.98M +$12.6K +490 +0.1%
WA
17
Waverly Advisors
Alabama
$9.29M +$815K +31,801 +10%
MFG
18
Magnus Financial Group
New York
$6.72M +$110K +4,298 +2%
BBWP
19
Beacon Bridge Wealth Partners
Pennsylvania
$6.67M +$555K +21,670 +9%
RIA
20
Regal Investment Advisors
Michigan
$6.31M +$164K +6,414 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.06M +$272K +10,618 +5%
GM
22
GeoWealth Management
Illinois
$5.76M -$655K -25,564 -10%
BCI
23
Brinker Capital Investments
Pennsylvania
$5.63M +$4.5M +175,770 +398%
SWM
24
Silverlake Wealth Management
Vermont
$4.9M -$1.26K -49 -0%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.48M +$945K +36,858 +27%