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BlackRock US Equity Factor Rotation ETF
DYNF

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
101
Global Retirement Partners
California
$38M +$36.4M +559,274 New
WC
102
Weil Company
California
$38M +$15.2M +233,388 +72%
CIA
103
Concurrent Investment Advisors
Florida
$37.8M +$4.5M +69,205 +14%
CAL
104
Capital Analysts LLC
Pennsylvania
$37.6M +$1.31M +20,092 +4%
PP
105
Prudential plc
United Kingdom
$37.3M – – –
IA
106
Integrity Alliance
Iowa
$37M -$3.64M -55,996 -9%
FFG
107
Frisch Financial Group
New York
$36.5M +$8.25M +126,785 +31%
MWP
108
Madison Wealth Partners
Wisconsin
$36.2M -$5.01M -77,025 -13%
AWP
109
Avid Wealth Partners
Texas
$36M +$535K +8,231 +2%
CIAS
110
CFS Investment Advisory Services
New Jersey
$35.8M -$3.68M -56,640 -10%
SW
111
SteelPeak Wealth
California
$34.5M +$278K +4,273 +0.8%
UW
112
Unique Wealth
Florida
$34.3M +$2.17M +33,380 +7%
IWS
113
Insight Wealth Strategies
California
$33.1M +$974K +14,973 +3%
PS
114
Principal Securities
Iowa
$32.8M +$3.5M +53,735 +13%
VPP
115
Vertex Planning Partners
Illinois
$32.5M +$6.35M +97,612 +26%
OWA
116
One Wealth Advisors
California
$31.3M -$183K -2,807 -0.6%
BFG
117
Buttonwood Financial Group
Missouri
$31.2M -$4.5M -69,105 -13%
MCM
118
MAI Capital Management
Ohio
$31.2M +$1.58M +24,285 +6%
PWA
119
Physician Wealth Advisors
Utah
$30.9M +$1.25M +19,201 +4%
KW
120
KWB Wealth
California
$30.5M -$22.5M -346,162 -44%
PFG
121
PAX Financial Group
Texas
$30.5M +$1.16M +17,829 +4%
PCM
122
Presidio Capital Management
California
$30.3M -$18.8M -289,379 -39%
PAMG
123
Patton Albertson Miller Group
Tennessee
$30.2M -$161K -2,470 -0.6%
DA
124
Detalus Advisors
Missouri
$30M +$1.17M +18,055 +4%
SWA
125
Strategies Wealth Advisors
Michigan
$29.4M +$18.6M +285,573 +196%
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