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BlackRock US Equity Factor Rotation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
401
D.A. Davidson & Co
Montana
$764K +$23.5K +458 +3%
VH
402
Visionary Horizons
Tennessee
$759K +$205K +3,995 +35%
GA
403
Goldstein Advisors
Wisconsin
$755K +$13.4K +260 +2%
WWM
404
Western Wealth Management
Colorado
$742K -$380K -7,388 -33%
MFG
405
Magnus Financial Group
New York
$737K -$9.51K -185 -1%
EFG
406
Embree Financial Group
Illinois
$694K +$224K +4,365 +44%
SF
407
Synovus Financial
Georgia
$683K +$720K +14,001 New
FWM
408
FLP Wealth Management
Arkansas
$674K +$90K +1,751 +15%
AFP
409
Alpha Financial Partners
Kentucky
$662K +$92.4K +1,797 +15%
HA
410
Herold Advisors
New York
$657K +$43.2K +841 +7%
LSA
411
Lion Street Advisors
Texas
$657K +$170K +3,304 +33%
GFA
412
Gallagher Fiduciary Advisors
Illinois
$650K +$95.6K +1,860 +16%
FEM
413
Fulcrum Equity Management
Texas
$635K -$11.8K -230 -2%
SG
414
StoneX Group
New York
$629K +$42.4K +825 +7%
AWM
415
Aprio Wealth Management
Georgia
$627K +$661K +12,869 New
AFG
416
Atomi Financial Group
New York
$627K +$155K +3,021 +31%
AWMNH
417
Arcadia Wealth Management (New Hampshire)
New Hampshire
$621K -$24.6K -479 -4%
FFG
418
Foundry Financial Group
New Hampshire
$619K -$85.2K -1,658 -12%
GAM
419
Gotham Asset Management
New York
$604K +$402K +7,825 +172%
JWCA
420
J.W. Cole Advisors
Florida
$603K +$635K +12,363 New
RIS
421
Richmond Investment Services
Wisconsin
$602K +$174K +3,393 +38%
GJWM
422
Gilliland Jeter Wealth Management
Arkansas
$585K +$56.1K +1,091 +10%
EAM
423
Empirical Asset Management
Massachusetts
$579K +$208K +4,041 +52%
LEA
424
Legacy Edge Advisors
New York
$571K -$7.2K -140 -1%
SWP
425
Summit Wealth Partners
Florida
$551K +$158K +3,079 +37%