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BFLX

iShares Flexible Equity Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$417M +$415M +16,267,110 New
LPL Financial
2
LPL Financial
California
$142M +$141M +5,549,487 New
MML Investors Services
3
MML Investors Services
Massachusetts
$92.9M +$92.4M +3,625,611 New
Wells Fargo
4
Wells Fargo
California
$71.4M +$71.1M +2,787,620 New
JP Morgan Chase
5
JP Morgan Chase
New York
$33.1M +$33.3M +1,306,721 New
PAS
6
Park Avenue Securities
New York
$29.8M +$29.7M +1,164,317 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$29.4M +$29.2M +1,146,568 New
BlackRock
8
BlackRock
New York
$10.5M +$10.5M +411,623 New
NP
9
NorthRock Partners
Minnesota
$8.61M +$8.57M +336,225 New
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$8.35M +$8.3M +325,806 New
WA
11
WBH Advisory
Maryland
$4.35M +$4.33M +169,946 New
SA
12
Sanctuary Advisors
Indiana
$4M +$3.98M +156,014 New
Jane Street
13
Jane Street
New York
$3.95M +$3.93M +154,060 New
SFA
14
Sequoia Financial Advisors
Ohio
$3.6M +$3.58M +140,557 New
WIA
15
World Investment Advisors
California
$3.24M +$3.22M +126,437 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.56M +$2.55M +100,050 New
ASG
17
Advisory Solutions Group
Minnesota
$2.44M +$2.43M +95,289 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$2.42M +$2.4M +94,317 New
WA
19
Waverly Advisors
Alabama
$2.35M +$2.34M +91,803 New
RIA
20
Regal Investment Advisors
Michigan
$2.31M +$2.3M +90,105 New
BCI
21
Brinker Capital Investments
Pennsylvania
$1.81M +$1.8M +70,492 New
SWM
22
Silverlake Wealth Management
Vermont
$1.3M +$1.3M +50,931 New
WFS
23
WealthGarden F.S.
California
$952K +$947K +37,164 New
RFN
24
RDA Financial Network
Iowa
$912K +$908K +35,616 New
SP
25
Stonebrook Private
Michigan
$894K +$889K +34,889 New