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BlackRock US Equity Factor Rotation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
351
IHT Wealth Management
Illinois
$983K -$914K -17,749 -48%
SIS
352
Sound Income Strategies
Florida
$974K +$45.8K +890 +5%
LA
353
Lifeworks Advisors
Michigan
$974K -$23.6K -459 -2%
T
354
Transce3nd
Texas
$967K +$971K +18,868 New
BFP
355
Beacon Financial Planning
Massachusetts
$962K +$966K +18,773 New
WEG
356
World Equity Group
Illinois
$956K +$394K +7,659 +70%
BAM
357
Belpointe Asset Management
Nevada
$930K +$482K +9,363 +96%
PW
358
PUREfi Wealth
Massachusetts
$930K +$934K +18,143 New
AWM
359
Axxcess Wealth Management
California
$927K -$103K -1,998 -10%
AG
360
AmeriFlex Group
Nevada
$924K +$906K +17,602 New
LAS
361
Lloyd Advisory Services
Georgia
$907K -$62.1K -1,206 -6%
LWA
362
Lantern Wealth Advisors
New York
$867K -$8.39K -163 -1%
GM
363
GeoWealth Management
Illinois
$865K -$38.7K -751 -4%
MCA
364
MSH Capital Advisors
Arizona
$856K +$78.9K +1,532 +10%
PSCM
365
Per Stirling Capital Management
Texas
$837K +$840K +16,329 New
SFS
366
Sowell Financial Services
Arkansas
$834K -$2.38M -46,152 -74%
AWM
367
Alterna Wealth Management
Texas
$828K -$140K -2,720 -14%
IAN
368
Integrated Advisors Network
Texas
$821K +$336K +6,536 +69%
MFG
369
Magnus Financial Group
New York
$784K +$103K +1,992 +15%
GA
370
Goldstein Advisors
Wisconsin
$780K +$268K +5,209 +52%
DADC
371
D.A. Davidson & Co
Montana
$779K +$67.6K +1,313 +9%
PW
372
Peninsula Wealth
California
$777K -$35K -680 -4%
EWA
373
Etesian Wealth Advisors
Oregon
$767K +$347K +6,734 +82%
WS
374
Wedbush Securities
California
$762K +$468K +9,101 +158%
DAS
375
Dynamic Advisor Solutions
Arizona
$750K +$185K +3,591 +33%