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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
$1.33B +$102M +3,986,022 +8%
LPL Financial
2
LPL Financial
California
$455M +$56M +2,185,656 +13%
MML Investors Services
3
MML Investors Services
Massachusetts
$252M -$33.8M -1,319,927 -11%
Wells Fargo
4
Wells Fargo
California
$149M +$82.8M +3,232,061 +112%
JP Morgan Chase
5
JP Morgan Chase
New York
$132M +$5.41M +211,281 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$97.7M +$9.63M +376,107 +10%
PAS
7
Park Avenue Securities
New York
$92.4M +$7.91M +308,902 +9%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$77.4M -$4.26M -166,311 -5%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$27M +$2.75M +107,237 +11%
NP
10
NorthRock Partners
Minnesota
$26.7M +$541K +21,114 +2%
WA
11
WBH Advisory
Maryland
$25.9M +$1.1M +42,928 +4%
SFA
12
Sequoia Financial Advisors
Ohio
$22.4M +$509K +19,878 +2%
KGP
13
Keystone Global Partners
Colorado
$17.3M -$789K -30,800 -4%
SA
14
Sanctuary Advisors
Indiana
$15.1M +$1.04M +40,502 +7%
WIA
15
World Investment Advisors
California
$11.3M +$11.9M +464,415 New
WA
16
Waverly Advisors
Alabama
$11.1M +$2.45M +95,522 +26%
I
17
INVST
Indiana
$9.98M +$542K +21,154 +5%
IWC
18
Integrated Wealth Concepts
Massachusetts
$8.6M +$8.1M +316,261 +845%
GM
19
GeoWealth Management
Illinois
$6.46M +$1.05M +40,914 +18%
RIA
20
Regal Investment Advisors
Michigan
$6.39M +$423K +16,526 +7%
BBWP
21
Beacon Bridge Wealth Partners
Pennsylvania
$6.19M -$144K -5,640 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.61M -$5.48M -214,051 -53%
SWM
23
Silverlake Wealth Management
Vermont
$4.6M -$53.6K -2,095 -1%
PC
24
Payne Capital
Oregon
$4.2M +$4.42M +172,608 New
BCI
25
Brinker Capital Investments
Pennsylvania
$4.17M -$1.24M -48,368 -22%