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BlackRock US Equity Factor Rotation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
201
WealthGarden F.S.
California
$2.6M +$2.48M +55,488 New
VWM
202
Venturi Wealth Management
Texas
$2.58M -$132K -2,944 -5%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$2.57M +$563K +12,574 +30%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$2.54M +$1.02M +22,701 +72%
CAM
205
Concorde Asset Management
Michigan
$2.52M +$272K +6,075 +13%
FAIM
206
Financial Advocates Investment Management
Washington
$2.48M +$850K +19,007 +56%
WP
207
WealthPLAN Partners
Nebraska
$2.46M +$78.3K +1,751 +3%
RIM
208
Redwood Investment Management
Arizona
$2.43M +$1.47M +32,854 +174%
RW
209
Regimen Wealth
Georgia
$2.42M +$2.31M +51,626 New
RFP
210
RCS Financial Planning
Maryland
$2.42M +$587K +13,117 +34%
ICP
211
Interchange Capital Partners
Pennsylvania
$2.31M +$221K +4,938 +11%
FW
212
FullCircle Wealth
Texas
$2.29M +$2.21M +49,288 New
AWM
213
Apollon Wealth Management
South Carolina
$2.28M +$843K +18,847 +64%
CA
214
CoreCap Advisors
Michigan
$2.27M +$1.04M +23,287 +93%
CRI
215
Commonwealth Retirement Investments
Virginia
$2.27M +$155K +3,473 +8%
WC
216
Weil Company
California
$2.17M +$1.55M +34,659 +300%
WFA
217
Wells Financial Advisors
Massachusetts
$2.11M +$2.01M +44,895 New
JWA
218
JFS Wealth Advisors
Pennsylvania
$2.01M +$1.92M +42,886 New
CCFM
219
Clear Creek Financial Management
Washington
$1.96M +$66.5K +1,487 +4%
TPWA
220
TRUE Private Wealth Advisors
Oregon
$1.96M -$33.3K -744 -2%
SPC
221
Sigma Planning Corp
Michigan
$1.95M +$979K +21,888 +111%
SFG
222
Sovereign Financial Group
Connecticut
$1.9M +$522K +11,672 +40%
CWA
223
Clearview Wealth Advisors
Oregon
$1.87M +$371K +8,285 +26%
BWA
224
BCU Wealth Advisors
Illinois
$1.83M +$131K +2,921 +8%
LIA
225
LifePlan Investment Advisors
North Carolina
$1.81M +$149K +3,325 +9%