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BlackRock US Equity Factor Rotation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.57B +$2.26B +39,780,318 +56%
LPL Financial
2
LPL Financial
California
$2.42B +$494M +8,715,035 +27%
BlackRock
3
BlackRock
New York
$1.38B +$225M +3,973,942 +21%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.36B +$184M +3,242,172 +16%
FCAS
5
First Command Advisory Services
Texas
$1.33B +$1.28B +22,521,281 New
Morgan Stanley
6
Morgan Stanley
New York
$872M +$127M +2,232,892 +18%
Ameriprise
7
Ameriprise
Minnesota
$725M +$183M +3,227,607 +36%
Bank of America
8
Bank of America
North Carolina
$629M +$133M +2,346,201 +28%
PAS
9
Park Avenue Securities
New York
$514M +$94.1M +1,659,435 +24%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$478M +$129M +2,271,898 +39%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$468M +$2.58M +45,438 +0.6%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$465M +$67.7M +1,193,065 +18%
MML Investors Services
13
MML Investors Services
Massachusetts
$453M +$59.2M +1,043,065 +16%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$422M +$116M +2,038,791 +40%
DWM
15
Dynasty Wealth Management
Florida
$372M +$84.5M +1,489,446 +31%
SWP
16
Sagespring Wealth Partners
Tennessee
$330M +$52M +916,927 +17%
Raymond James Financial
17
Raymond James Financial
Florida
$318M +$46.3M +816,420 +18%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$279M +$38.7M +682,109 +17%
NA
19
NewEdge Advisors
Louisiana
$258M +$55.2M +973,227 +29%
OIA
20
OneDigital Investment Advisors
Kansas
$247M +$34.4M +606,435 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$221M +$45.1M +794,487 +27%
Osaic Holdings
22
Osaic Holdings
Arizona
$213M +$26.6M +468,977 +15%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$208M +$18M +316,561 +10%
Wells Fargo
24
Wells Fargo
California
$199M +$38.5M +679,178 +25%
SW
25
SoFi Wealth
California
$183M +$30.1M +531,129 +21%