Ticker: DYNF CUSIP: 09290C103 Class: ISHARES US EQUIT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BlueStem Wealth Partners, LLC | 1,174,349 | $71,412 |
| Presidio Capital Management, LLC | 714,640 | $43,457 |
| ADE, LLC | 161,264 | $9,806 |
| Archer Investment Management, LLC | 83,023 | $5,049 |
| Strategic Financial Concepts, LLC | 63,330 | $3,851 |
| PACIFIC FINANCIAL GROUP INC | 56,416 | $3,431 |
| Bedell Frazier Investment Counselling, LLC | 130,191 | $7,917 |
| TABLEAUX LLC | 38,784 | $2,365 |
| UPTICK PARTNERS, LLC | 97,544 | $5,932 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 275,295 | $16,889 |
| Curtis Advisory Group, LLC | 66,780 | $4,061 |
| Rede Wealth, LLC | 36,690 | $2,231 |
| XY Planning Network, Inc. | 61,222 | $3,723 |
| Magnolia Private Wealth, LLC | 14,926 | $908 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 28,141 | $1,711 |
| IMA Wealth, Inc. | 88,924 | $5,408 |
| Signature Wealth Management Partners, LLC | 14,948 | $909 |
| Alta Wealth Advisors LLC | 18,959 | $1,153 |
| Financial Designs Corp | 11,439 | $696 |
| PRUDENTIAL PLC | 606,300 | $36,869 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Horizon Wealth Management, LLC | 19,072 | 734,969 | +715,897 (+3753.7%) |
| Gilbert Capital Group, Inc. | 119,315 | 250,397 | +131,082 (+109.9%) |
| Centerline Wealth Advisors, LLC | 174,806 | 419,262 | +244,456 (+139.8%) |
| BOYUM WEALTH ARCHITECTS LLC | 177,829 | 308,574 | +130,745 (+73.5%) |
| A4 Wealth Advisors LLC | 72,424 | 122,602 | +50,178 (+69.3%) |
| Hoese & Co LLP | 22,293 | 83,030 | +60,737 (+272.4%) |
| Shira Ridge Wealth Management | 115,818 | 220,321 | +104,503 (+90.2%) |
| Avid Wealth Partners LLC | 411,697 | 487,061 | +75,364 (+18.3%) |
| Stonebrook Private Inc. | 280,271 | 434,791 | +154,520 (+55.1%) |
| Vigilare Wealth Management | 142,545 | 227,510 | +84,965 (+59.6%) |
| Dynasty Wealth Management, LLC | 6,278,395 | 9,529,543 | +3,251,148 (+51.8%) |
| Embree Financial Group | 303,124 | 519,559 | +216,435 (+71.4%) |
| Alpha Financial Partners, LLC | 31,132 | 77,373 | +46,241 (+148.5%) |
| Wealth Group Ltd | 266,545 | 372,733 | +106,188 (+39.8%) |
| JPL Wealth Management, LLC | 4,144 | 150,240 | +146,096 (+3525.5%) |
| TSFG, LLC | 602,406 | 825,630 | +223,224 (+37.1%) |
| May Hill Capital, LLC | 165,294 | 400,554 | +235,260 (+142.3%) |
| JT Stratford LLC | 28,791 | 285,099 | +256,308 (+890.2%) |
| ENDEAVOR PRIVATE WEALTH, INC. | 140,830 | 217,733 | +76,903 (+54.6%) |
| Apeiron RIA LLC | 282,891 | 388,860 | +105,969 (+37.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 787,890 | 538,205 | -249,685 (-31.7%) |
| Northwest Capital Management Inc | 38,028 | 10,785 | -27,243 (-71.6%) |
| FORM Wealth Advisors, LLC | 2,285,263 | 2,195,797 | -89,466 (-3.9%) |
| KM Capital Management Ltd. | 164,122 | 135,072 | -29,050 (-17.7%) |
| John W. Brooker & Co., CPAs | 40,481 | 37,174 | -3,307 (-8.2%) |
| Lionsbridge Wealth Management LLC | 39,114 | 25,196 | -13,918 (-35.6%) |
| Sharkey, Howes & Javer | 935,507 | 897,983 | -37,524 (-4.0%) |
| Wells Financial Advisors INC | 24,035 | 12,005 | -12,030 (-50.1%) |
| FLP Wealth Management, LLC | 11,944 | 7,966 | -3,978 (-33.3%) |
| Intelligence Driven Advisers, LLC | 767,716 | 747,352 | -20,364 (-2.7%) |
| Maia Wealth LLC | 220,888 | 186,260 | -34,628 (-15.7%) |
| SWP FINANCIAL LLC | 173,171 | 168,816 | -4,355 (-2.5%) |
| Mason & Associates, LLC | 393,148 | 384,460 | -8,688 (-2.2%) |
| Invst, LLC | 322,541 | 294,672 | -27,869 (-8.6%) |
| WATERSHED PRIVATE WEALTH LLC | 201,194 | 197,237 | -3,957 (-2.0%) |
| VestGen Advisors, LLC | 487,528 | 216,979 | -270,549 (-55.5%) |
| Sheridan Capital Management, LLC | 88,773 | 85,629 | -3,144 (-3.5%) |
| CFO4Life Group, LLC | 734,491 | 726,833 | -7,658 (-1.0%) |
| Merkkuri Wealth Advisors LLC | 53,545 | 50,615 | -2,930 (-5.5%) |
| REGATTA CAPITAL GROUP, LLC | 305,234 | 300,135 | -5,099 (-1.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PARK AVENUE SECURITIES LLC | 8,682,084 | $514 |
| LGT Financial Advisors LLC | 23,258 | $1,377 |
| Mach-1 Financial Group, LLC | 56,602 | $3,351 |
| FSC Wealth Advisors, LLC | 5,321 | $315 |
| Investment Research Partners LLC | 6,276 | $384 |
| RFG - Bristol Wealth Advisors, LLC | 8,917 | $528 |
| Family Legacy Financial Solutions, LLC | 1,786 | $106 |
| Acorn Wealth Advisors, LLC | 5,289 | $313 |
| Consolidated Portfolio Review Corp | 11,610 | $687 |
| FLAGSTAR ADVISORS INC | 3,590 | $213 |
| Tripletail Wealth Management, LLC | 795 | $47 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4,949 | $293 |
| CITADEL ADVISORS LLC | 1,567,704 | $92,808 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 4,666 | $276 |
| Arlington Trust Co LLC | 2,437 | $144 |
| XTX Topco Ltd | 4,507 | $267 |
| GPS Wealth Strategies Group, LLC | 842 | $50 |
| EVOKE WEALTH, LLC | 3,775 | $223 |
| JANE STREET GROUP, LLC | 12,849 | $761 |
| MCF Advisors LLC | 909 | $54 |