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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
$6.73B -$24.8M -413,113 -0.4%
LPL Financial
2
LPL Financial
California
$2.74B +$255M +4,242,839 +10%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.49B +$95.9M +1,594,565 +7%
FCAS
4
First Command Advisory Services
Texas
$1.38B +$6.96M +115,739 +0.5%
BlackRock
5
BlackRock
New York
$1.37B -$53.3M -885,977 -4%
Morgan Stanley
6
Morgan Stanley
New York
$1.01B +$111M +1,846,264 +13%
Ameriprise
7
Ameriprise
Minnesota
$933M +$186M +3,086,957 +25%
Bank of America
8
Bank of America
North Carolina
$719M +$71.6M +1,191,120 +11%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$681M +$188M +3,123,441 +39%
DWM
10
Dynasty Wealth Management
Florida
$579M +$196M +3,251,148 +52%
MML Investors Services
11
MML Investors Services
Massachusetts
$526M +$59.9M +996,096 +13%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$502M +$24M +398,856 +5%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$487M +$6.47M +107,578 +1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$475M +$41.3M +686,895 +10%
SWP
15
Sagespring Wealth Partners
Tennessee
$352M +$12.5M +208,227 +3%
Raymond James Financial
16
Raymond James Financial
Florida
$343M +$16.7M +277,966 +5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$291M +$4.74M +78,873 +2%
NA
18
NewEdge Advisors
Louisiana
$288M +$23.1M +383,460 +9%
OIA
19
OneDigital Investment Advisors
Kansas
$262M +$8.1M +134,686 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$259M +$44.6M +740,988 +21%
Wells Fargo
21
Wells Fargo
California
$251M +$46M +764,593 +23%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$245M +$17.3M +287,555 +8%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$222M +$85.3M +1,418,970 +64%
Osaic Holdings
24
Osaic Holdings
Arizona
$211M -$13.9M -231,232 -6%
SW
25
SoFi Wealth
California
$206M +$18.3M +304,280 +10%