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BKDV

BNY Mellon Dynamic Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
51
KFA Private Wealth Group
Virginia
$849K +$55.4K +1,836 +7%
5W
52
5T Wealth
California
$831K +$97.4K +3,227 +13%
BWM
53
Baron Wealth Management
Michigan
$818K +$192K +6,358 +30%
MML Investors Services
54
MML Investors Services
Massachusetts
$779K +$192K +6,361 +32%
Cerity Partners
55
Cerity Partners
New York
$770K +$783K +25,950 New
IIWM
56
Investment Insight Wealth Management
New York
$649K +$256K +8,473 +63%
TFM
57
Trademark Financial Management
Minnesota
$502K +$71.4K +2,367 +16%
BFA
58
Blueprint Financial Advisors
North Carolina
$498K +$26.5K +878 +6%
BIP
59
Blueprint Investment Partners
North Carolina
$498K +$26.5K +878 +6%
NA
60
NewEdge Advisors
Louisiana
$498K +$506K +16,775 New
BW
61
BXM Wealth
Colorado
$470K +$208K +6,910 +77%
FA
62
Fiducient Advisors
Illinois
$449K +$457K +15,140 New
KF
63
Krilogy Financial
Missouri
$422K
MFP
64
Meramec Financial Planners
Missouri
$365K
NCM
65
NCM Capital Management
New Jersey
$362K +$368K +12,200 New
LOWM
66
Laurel Oak Wealth Management
New Jersey
$322K +$328K +10,869 New
IA
67
Integrity Alliance
Iowa
$281K -$15K -498 -5%
ESB
68
Essex Savings Bank
Connecticut
$265K -$47.2K -1,566 -15%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$256K +$261K +8,647 New
KPWS
70
Kestra Private Wealth Services
Texas
$255K +$260K +8,606 New
AQR Capital Management
71
AQR Capital Management
Connecticut
$200K +$204K +6,750 New
ASN
72
Advisory Services Network
Georgia
$135K +$137K +4,550 New
CAM
73
Clarity Asset Management
Iowa
$128K +$131K +4,332 New
WTC
74
WhitTier Trust Company
Nevada
$59.1K +$4.13K +137 +7%
AUB
75
Atlantic Union Bankshares
Virginia
$37.1K -$15.1K -500 -29%