iShares Flex I A ETF-UsdBINCETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 517 institutions reported holding iShares Flex I A ETF-Usd Inc. (BINC) in their 13F filings, up 88 from Q3 2024. 76 opened new positions and 26 sold out. The largest holders were Envestnet Asset Management Inc. ($1.1B), JPMorgan Chase & Co. ($559.3M) and LPL Financial LLC ($436.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Flex I A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST II (Q4 2024)
- CUSIP
- 092528603
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $438.7M |
| Exits | 26 | $24.5M |
All 13F filers, Q3 2024 → Q4 2024: 29,331,788 shares bought and 2,265,723 shares sold, net +27,066,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 517 holders
| Envestnet Asset Management Inc. | 0.36% | Add +5.4% | 21,672,617 | $1.1B |
| JPMorgan Chase & Co. | 0.04% | Add +36.6% | 10,751,055 | $559.3M |
| LPL Financial LLC | 0.18% | Add +34.1% | 8,389,688 | $436.4M |
| BlackRock, Inc. | 0.01% | Add +57.2% | 7,515,570 | $391.0M |
| Dynasty Wealth Management, LLC | 5.71% | New | 6,362,441 | $331.0M |
| Bank of America Corp. | 0.02% | Add +25.2% | 3,791,541 | $197.2M |
| Quotient Wealth Partners, LLC | 5.99% | Add +3.4% | 3,522,133 | $183.2M |
| Envestnet Portfolio Solutions, Inc. | 0.55% | Add +6.3% | 3,210,143 | $167.0M |
| Ameriprise Financial Inc. | 0.04% | Add +60.9% | 3,145,093 | $163.6M |
| Morgan Stanley | 0.01% | Add +82.7% | 2,873,730 | $149.5M |
| Sagespring Wealth Partners, LLC | 3.53% | — | 2,573,599 | $133.9M |
| UBS Group AG | 0.03% | Add +27.9% | 2,293,637 | $119.3M |
| Cwm, LLC | 0.43% | Reduce -1.8% | 2,012,253 | $104.7M |
| Cetera Investment Advisers | 0.21% | Add +26.3% | 1,912,829 | $99.5M |
| MML Investors Services, LLC | 0.29% | Add +23.3% | 1,641,006 | $85.4M |
| Park Avenue Securities LLC | 0.81% | Add +3.8% | 1,509,692 | $78.5M |
| Sequoia Financial Advisors, LLC | 0.76% | Add +9.1% | 1,508,807 | $78.5M |
| Wharton Business Group, LLC | 2.87% | Add +5.3% | 1,222,765 | $63.6M |
| Janney Montgomery Scott LLC | 0.17% | Add +5.3% | 1,208,604 | $62.9M |
| OneDigital Investment Advisors LLC | 0.69% | Reduce -1.3% | 1,149,114 | $59.8M |
| Bank of New York Mellon Corp | 0.01% | Add +11.3% | 1,007,819 | $52.4M |
| Lhm, Inc. | 16.60% | Reduce -36.6% | 1,002,970 | $52.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +5.6% | 883,010 | $45.9M |
| Wells Fargo & Company | 0.01% | Add +73.3% | 833,069 | $43.3M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -1.6% | 826,154 | $43.0M |
| Falcon Wealth Planning | 4.63% | Add +56.4% | 799,238 | $41.6M |
| NewEdge Advisors, LLC | 0.23% | Add +37.1% | 746,281 | $38.8M |
| Royal Bank of Canada | 0.01% | Add +157.6% | 735,775 | $38.3M |
| Kestra Investment Management, LLC | 1.49% | Add +7.8% | 727,374 | $37.8M |
| Raymond James Financial Inc. | 0.01% | — | 604,591 | $31.5M |
| Evergreen Capital Management LLC | 1.01% | Add +1.6% | 593,754 | $30.9M |
| Foundations Investment Advisors, LLC | 0.60% | Add +14.2% | 593,293 | $30.9M |
| Truist Financial Corp. | 0.05% | Add +23.0% | 561,118 | $29.2M |
| Royal Harbor Partners, LLC | 10.91% | Add +82.5% | 555,723 | $28.9M |
| Integrated Wealth Concepts LLC | 0.33% | Add +185.5% | 542,084 | $28.2M |
| Stifel Financial Corp. | 0.03% | Add +6.0% | 540,773 | $28.1M |
| HUB Investment Partners, LLC | 1.17% | Add +12.1% | 536,611 | $27.9M |
| Osaic Holdings, Inc. | 0.06% | Add +63.4% | 538,090 | $27.8M |
| Private Advisor Group, LLC | 0.15% | Add +101.7% | 527,817 | $27.5M |
| CGN Advisors LLC | 2.48% | Add +9.3% | 491,578 | $25.6M |
| Strategic Wealth Investment Group, LLC | 1.37% | New | 103,534 | $24.8M |
| Advocacy Wealth Management, LLC | 1.87% | Add +10.3% | 472,619 | $24.6M |
| Legacy Financial Group LLC | 3.70% | Add +54.0% | 439,449 | $22.9M |
| Composition Wealth, LLC | 0.46% | Reduce -5.8% | 434,598 | $22.6M |
| Thrivent Financial for Lutherans | 0.04% | Add +9.8% | 426,905 | $22.5M |
| IHT Wealth Management, LLC | 0.68% | Add +6.5% | 402,206 | $20.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +31.7% | 377,838 | $19.7M |
| CreativeOne Wealth, LLC | 0.59% | Add +3.8% | 367,812 | $19.1M |
| Renaissance Technologies | 0.03% | Reduce -43.8% | 351,792 | $18.3M |
| Gries Financial LLC | 3.15% | Add +334.8% | 340,789 | $17.7M |
| HighTower Advisors, LLC | 0.02% | Add +44.1% | 336,052 | $17.5M |
| Centerline Wealth Advisors, LLC | 10.18% | — | 337,429 | $17.4M |
| Avantax Advisory Services, Inc. | 0.11% | Add +140.4% | 333,370 | $17.3M |
| Merit Financial Group, LLC | 0.30% | Add +1069.8% | 325,476 | $16.9M |
| Horst & Graben Wealth Management LLC | 2.98% | Add +7.5% | 321,516 | $16.7M |
| Jane Street Group, LLC | 0.03% | Reduce -55.8% | 313,299 | $16.3M |
| Emory University | 23.39% | Add +2.7% | 312,057 | $16.2M |
| JB Capital LLC | 0.86% | Add +5.6% | 296,860 | $15.4M |
| Equitable Holdings, Inc. | 0.14% | Add +34.5% | 287,016 | $14.9M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +7.3% | 274,118 | $14.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +13.6% | 270,024 | $14.0M |
| US Bancorp \de | 0.02% | Add +0.7% | 269,788 | $14.0M |
| McMorgan & Co. LLC | 2.16% | Add +2.9% | 268,806 | $14.0M |
| Lineweaver Wealth Advisors, LLC | 2.54% | Add +26.1% | 264,174 | $13.7M |
| Concourse Financial Group Securities, Inc. | 0.77% | Add +34.2% | 260,969 | $13.7M |
| Assetmark, Inc. | 0.04% | Reduce -9.9% | 253,624 | $13.2M |
| Priebe Wealth Holdings LLC | 8.65% | Add +0.6% | 245,341 | $12.8M |
| CFS Investment Advisory Services, LLC | 1.14% | Add +3.1% | 245,117 | $12.8M |
| McKinley Carter Wealth Services, Inc. | 0.78% | Add +9.4% | 244,280 | $12.7M |
| Kelly Financial Services LLC | 4.47% | Add +12.3% | 238,458 | $12.4M |
| Sharkey, Howes & Javer | 1.73% | Add +15.3% | 237,232 | $12.3M |
| Financial Management Network Inc. | 2.43% | Add +14.7% | 224,216 | $11.7M |
| WJ Wealth Management, LLC | 3.94% | Reduce -24.4% | 219,833 | $11.4M |
| Scarborough Advisors, LLC | 1.55% | Reduce -10.5% | 210,586 | $11.0M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +47.1% | 208,489 | $10.8M |
| SteelPeak Wealth, LLC | 0.44% | Reduce -0.3% | 205,991 | $10.7M |
| AE Wealth Management LLC | 0.09% | Add +5.9% | 205,331 | $10.7M |
| High Falls Advisors, Inc | 2.28% | Add +2.6% | 188,626 | $9.8M |
| Mariner, LLC | 0.02% | Add +106.7% | 186,359 | $9.7M |
| Icon Wealth Advisors, LLC | 0.78% | Add +5.0% | 182,817 | $9.5M |
| Baird Financial Group, Inc. | 0.02% | Add +1.7% | 180,627 | $9.4M |
| Breakwater Capital Group | 1.87% | Add +24.9% | 180,200 | $9.4M |
| Austin Private Wealth, LLC | 0.87% | Add +8.7% | 178,661 | $9.3M |
| Vantage Financial Partners, LLC | 2.30% | New | 177,060 | $9.2M |
| Investment Planning Advisors, Inc. | 4.00% | Add +47.8% | 176,100 | $9.2M |
| Strategic Equity Management | 3.84% | Add +2.6% | 175,022 | $9.1M |
| Brookstone Capital Management | 0.13% | Add +80.5% | 169,461 | $8.8M |
| Atria Investments, Inc | 0.11% | Reduce -3.2% | 168,778 | $8.8M |
| Vestmark Advisory Solutions, Inc. | 0.29% | Add +2.4% | 160,172 | $8.3M |
| John W. Brooker & Co., CPAs | 3.59% | New | 159,949 | $8.3M |
| Jones Financial Companies LLLP | 0.01% | Add +167.2% | 159,662 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +212.7% | 158,258 | $8.2M |
| Security Financial Services, INC. | 1.67% | Add +0.9% | 157,279 | $8.2M |
| Van Hulzen Asset Management, LLC | 0.58% | Add +22.5% | 152,954 | $8.0M |
| Rivernorth Capital Management, LLC | 0.36% | Add +222.3% | 144,975 | $7.5M |
| Founders Grove Wealth Partners, LLC | 2.14% | — | 141,908 | $7.4M |
| Invst, LLC | 0.90% | Add +11.8% | 141,633 | $7.4M |
| Summit X, LLC | 1.62% | Add +50.2% | 140,696 | $7.3M |
| Global Wealth Strategies & Associates | 2.26% | Add +18380.9% | 138,607 | $7.2M |
| Strategic Blueprint, LLC | 0.42% | Add +7.3% | 136,894 | $7.1M |
| Integrity Alliance, Llc. | 0.75% | — | 133,842 | $7.0M |
| Blue Trust, Inc. | 0.09% | Add +47.9% | 131,609 | $6.8M |
| Beacon Bridge Wealth Partners, LLC | 2.86% | Add +27.5% | 129,533 | $6.7M |
| One Wealth Advisors, LLC | 0.98% | Add +6.7% | 127,516 | $6.6M |
| Farther Finance Advisors, LLC | 0.24% | Add +20.6% | 125,593 | $6.5M |
| Perigon Wealth Management, LLC | 0.16% | Add +9.6% | 123,645 | $6.5M |
| Tidemark, LLC | 2.43% | Add +8.6% | 121,754 | $6.3M |
| TSA Wealth Managment LLC | 2.50% | Add +6.2% | 118,064 | $6.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +14.6% | 115,684 | $6.0M |
| Cyndeo Wealth Partners, LLC | 0.40% | Add +8.0% | 112,846 | $5.9M |
| Stokes Family Office, LLC | 0.61% | Add +24.6% | 110,562 | $5.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.46% | Add +22.6% | 108,667 | $5.7M |
| Modern Wealth Management, LLC | 0.21% | Add +1334.6% | 108,368 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +21.7% | 108,098 | $5.6M |
| Cape Investment Advisory, Inc. | 2.20% | Add +40.1% | 107,918 | $5.6M |
| Waverly Advisors, LLC | 0.09% | Add +46.1% | 106,815 | $5.6M |
| Tsfg, LLC | 1.11% | Add +36.4% | 104,073 | $5.4M |
| FFG Retirement Advisors LLC | 3.48% | Add +58.2% | 102,438 | $5.3M |
| Stone House Investment Management, LLC | 1.32% | Reduce -13.8% | 99,816 | $5.2M |
| Cedar Mountain Advisors, LLC | 1.13% | Add +1295.2% | 98,879 | $5.1M |
| HCR Wealth Advisors | 0.64% | Add +20.5% | 98,797 | $5.1M |
| CVA Family Office, LLC | 0.81% | Add +43.7% | 98,369 | $5.1M |
| Triad Wealth Partners, LLC | 1.83% | Add +96.6% | 97,234 | $5.1M |
| Jmac Enterprises LLC | 0.79% | Add +15.3% | 96,563 | $5.0M |
| Waterloo Capital, L.P. | 0.53% | New | 95,923 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -20.0% | 95,622 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -20.0% | 95,622 | $5.0M |
| Stratos Wealth Advisors, LLC | 0.24% | Add +42.9% | 94,782 | $4.9M |
| BCGM Wealth Management, LLC | 1.56% | Add +19.8% | 94,514 | $4.9M |
| Secure Asset Management, LLC | 0.74% | Add +21.0% | 94,240 | $4.9M |
| Trek Financial, LLC | 0.36% | Add +2.7% | 93,346 | $4.9M |
| Mutual Advisors, LLC | 0.14% | Add +9.9% | 92,707 | $4.8M |
| Ascent Group, LLC | 0.36% | Add +18.8% | 92,986 | $4.8M |
| PAX Financial Group, LLC | 0.86% | Add +4.7% | 92,142 | $4.8M |
| ShoreHaven Wealth Partners, LLC | 2.24% | Add +5.0% | 90,986 | $4.7M |
| Fermata Advisors, LLC | 0.88% | New | 90,622 | $4.7M |
| Hanseatic Management Services Inc. | 5.83% | New | 88,255 | $4.6M |
| Eldridge Investment Advisors, Inc. | 1.04% | Add +67.1% | 85,914 | $4.5M |
| Goldstein Advisors, LLC | 0.64% | Add +6.7% | 85,091 | $4.4M |
| Midwest Capital Advisors, LLC | 3.17% | — | 83,351 | $4.3M |
| ONE Advisory Partners, LLC | 1.92% | Add +10.9% | 83,128 | $4.3M |
| Tableaux LLC | 3.52% | — | 81,816 | $4.3M |
| Regal Investment Advisors LLC | 0.32% | Add +13.8% | 81,351 | $4.2M |
| Apex Wealth Management, LLC | 3.61% | — | 80,412 | $4.2M |
| Unique Wealth, LLC | 0.87% | Add +52.5% | 80,249 | $4.2M |
| Pennsylvania Capital Management Inc. | 1.43% | Add +179.1% | 79,662 | $4.1M |
| Foundry Financial Group, Inc. | 2.56% | New | 79,362 | $4.1M |
| SigFig Wealth Management, LLC | 0.15% | Add +17.9% | 78,323 | $4.1M |
| Bay Harbor Wealth Management, LLC | 1.32% | Add +3.6% | 78,136 | $4.1M |
| Advus Financial Partners, LLC | 1.14% | Add +160.6% | 77,684 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +4.0% | 76,937 | $4.0M |
| Global Retirement Partners, LLC | 0.11% | Add +23.6% | 76,587 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +28.6% | 74,533 | $3.9M |
| Braun-Bostich & Associates Inc. | 2.77% | Add +5.3% | 73,869 | $3.8M |
| Signal Tree Financial Partners LLC | 4.49% | — | 73,535 | $3.8M |
| Wealth Alliance, LLC | 0.44% | Add +11.4% | 71,206 | $3.7M |
| Mgo One Seven LLC | 0.14% | Add +6.7% | 70,441 | $3.7M |
| Moloney Securities Asset Management, LLC | 0.49% | Add +234.8% | 69,695 | $3.6M |
| SWP Financial LLC | 2.15% | New | 68,513 | $3.6M |
| Shared Vision Wealth Group LLC | 1.83% | Add +7.3% | 66,767 | $3.5M |
| Allen Capital Group, LLC | 0.42% | Add +14.7% | 66,472 | $3.5M |
| Tritonpoint Wealth, LLC | 0.31% | Reduce -0.1% | 66,331 | $3.5M |
| Bluesphere Advisors LLC | 1.69% | Reduce -12.5% | 66,258 | $3.4M |
| Masso Torrence Wealth Management Inc. | 1.79% | Add +4.7% | 65,463 | $3.4M |
| Cobblestone Asset Management LLC | 2.21% | Add +0.0% | 64,993 | $3.4M |
| True Vision MN LLC | 1.98% | Add +3.3% | 64,080 | $3.3M |
| Williams Jones Wealth Management, LLC. | 0.04% | Add +10.6% | 63,966 | $3.3M |
| Independent Advisor Alliance | 0.04% | New | 63,228 | $3.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | New | 62,138 | $3.2M |
| Detalus Advisors, LLC | 1.06% | Add +15.8% | 62,042 | $3.2M |
| Arete Wealth Advisors, LLC | 0.23% | Add +19.8% | 60,879 | $3.2M |
| Collier Financial | 2.82% | — | 60,784 | $3.2M |
| Cerity Partners LLC | 0.01% | New | 60,733 | $3.2M |
| Ehrlich Financial Group | 2.22% | Add +3.5% | 60,052 | $3.1M |
| Eclectic Associates Inc. | 0.91% | Add +111.9% | 59,185 | $3.1M |
| Financial Life Advisors | 1.15% | Add +3.4% | 58,823 | $3.1M |
| WBH Advisory Inc. | 0.28% | Add +40.8% | 58,492 | $3.0M |
| Flow Traders U.S. LLC | 0.12% | New | 58,471 | $3.0M |
| Kickstand Ventures, Llc. | 0.78% | Add +15.7% | 58,409 | $3.0M |
| Rollins Financial Advisors, LLC | 0.47% | Reduce -1.5% | 57,345 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +23.8% | 56,085 | $2.9M |
| Afg Fiduciary Services Limited Partnership | 2.05% | Reduce -0.4% | 55,205 | $2.9M |
| Synergy Investment Management, LLC | 1.24% | — | 55,284 | $2.9M |
| Keystone Financial Services | 1.10% | Add +0.7% | 55,154 | $2.9M |
| Ashton Thomas Private Wealth, LLC | 0.11% | New | 55,073 | $2.9M |
| BOS Asset Management, LLC | 1.02% | Add +13.9% | 54,628 | $2.8M |
| WCG Wealth Advisors LLC | 0.19% | Add +4.7% | 54,592 | $2.8M |
| Apeiron RIA LLC | 0.78% | Add +37.9% | 53,618 | $2.8M |
| Beacon Financial Group | 0.30% | Add +17.6% | 53,424 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -56.5% | 53,251 | $2.8M |
| Capital Analysts, LLC | 0.11% | Add +13.1% | 53,127 | $2.8M |
| Buttonwood Financial Group, LLC | 1.52% | Add +7.3% | 52,490 | $2.7M |
| DecisionMap Wealth Management, LLC | 2.15% | — | 52,272 | $2.7M |
| Cypress Wealth Services, LLC | 0.55% | Add +14.2% | 52,214 | $2.7M |
| Keystone Financial Group | 0.26% | Reduce -18.6% | 51,425 | $2.7M |
| Mayflower Financial Advisors, LLC | 0.40% | Add +11.7% | 51,016 | $2.7M |
| Castle Rock Wealth Management, LLC | 0.63% | Add +11.6% | 50,385 | $2.6M |
| Heritage Trust Co | 0.31% | — | 50,794 | $2.6M |
| Focus Financial Network, Inc. | 0.10% | Add +3.8% | 49,850 | $2.6M |
| Centurion Wealth Management LLC | 0.78% | Reduce -4.1% | 48,093 | $2.5M |
| Ashton Thomas Securities, LLC | 0.69% | Reduce -1.0% | 48,036 | $2.5M |
| IFP Advisors, Inc | 0.08% | Add +27.7% | 47,899 | $2.5M |
| RMR Capital Management, LLC | 1.79% | Add +693.6% | 46,197 | $2.4M |
| WealthShield Partners, LLC | 0.33% | Add +4.5% | 45,225 | $2.4M |
| Mengis Capital Management, Inc. | 0.48% | Add +67.7% | 44,879 | $2.3M |
| Asio Capital, LLC | 0.44% | New | 44,281 | $2.3M |
| Atlatl Advisers LLC | 1.35% | — | 44,172 | $2.3M |
| Carson Advisory Inc. | 1.59% | Add +70.1% | 43,818 | $2.3M |
| Liberty Wealth Management LLC | 0.37% | Add +31.1% | 43,343 | $2.2M |
| Spectrum Planning & Advisory Services Inc. | 1.94% | Reduce -5.6% | 43,003 | $2.2M |
| Ogorek Anthony Joseph /NY/ | 0.70% | New | 42,596 | $2.2M |
| Sovran Advisors, LLC | 0.32% | — | 42,638 | $2.2M |
| Claro Advisors Inc. | 0.30% | Reduce -2.6% | 42,268 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Add +92.5% | 41,415 | $2.2M |
| West Wealth Group, LLC | 0.64% | Add +6.6% | 41,403 | $2.2M |
| Pettinga Financial Advisors LLC | 0.49% | Add +12.9% | 41,398 | $2.2M |
| Sculati Wealth Management, LLC | 0.85% | Add +71.4% | 41,090 | $2.1M |
| Royal Capital Wealth Management, LLC | 1.47% | Add +12.8% | 40,227 | $2.1M |
| 5T Wealth, LLC | 1.14% | — | 40,073 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +74.0% | 39,056 | $2.0M |
| Beckerman Institutional, LLC | 1.60% | Add +31.3% | 38,326 | $2.0M |
| Ancora Advisors LLC | 0.04% | Add +11.2% | 36,697 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -26.2% | 36,558 | $1.9M |
| Castle Wealth Management LLC | 0.74% | Add +388.7% | 36,340 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Add +12.6% | 35,657 | $1.9M |
| Dahring | Cusmano LLC | 1.68% | — | 35,638 | $1.9M |
| First Horizon Advisors, Inc. | 0.05% | Reduce -6.9% | 35,421 | $1.8M |
| Theory Financial LLC | 0.77% | Add +7.1% | 35,340 | $1.8M |
| RFG Advisory, LLC | 0.05% | Reduce -10.1% | 35,181 | $1.8M |
| Csenge Advisory Group | 0.10% | Add +2.3% | 34,701 | $1.8M |
| Delta Financial Group, Inc. | 0.41% | Add +25.9% | 34,018 | $1.8M |
| Certus Wealth Management, LLC | 1.18% | Add +3.0% | 33,695 | $1.8M |
| Rothschild Wealth LLC | 0.52% | New | 33,955 | $1.8M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -40.1% | 33,849 | $1.8M |
| Comerica Bank | 0.01% | Add +155.4% | 33,615 | $1.7M |
| Vertex Planning Partners, LLC | 0.39% | Add +2.1% | 33,546 | $1.7M |
| Hoxton Planning & Management, LLC | 0.66% | Add +3.3% | 33,350 | $1.7M |
| Able Wealth Management LLC | 1.10% | Add +138.0% | 32,068 | $1.7M |
| My Legacy Advisors, LLC | 0.64% | Add +4.1% | 31,745 | $1.7M |
| Copperleaf Capital, LLC | 1.05% | Add +80.4% | 31,755 | $1.7M |
| Townsquare Capital LLC | 0.02% | Reduce -4.3% | 31,252 | $1.6M |
| Mosley Wealth Management | 1.00% | Add +6.8% | 30,781 | $1.6M |
| Fairvoy Private Wealth, LLC | 0.43% | — | 30,774 | $1.6M |
| Tradition Wealth Management, LLC | 0.14% | Reduce -0.1% | 30,763 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.79% | — | 30,464 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +181.6% | 30,481 | $1.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +35.8% | 30,076 | $1.6M |
| Onyx Bridge Wealth Group LLC | 0.22% | Add +5.2% | 30,018 | $1.6M |
| Ewa, LLC | 0.58% | Add +1.5% | 29,928 | $1.6M |
| STAR Financial Bank | 1.11% | Add +10.0% | 29,692 | $1.5M |
| RDA Financial Network | 0.45% | Add +38.8% | 29,632 | $1.5M |
| Principal Securities, Inc. | 0.03% | Add +788.5% | 29,204 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +6.0% | 29,046 | $1.5M |
| Moneywise, Inc. | 0.75% | Add +43.6% | 28,721 | $1.5M |
| One Wealth Capital Management, LLC | 0.75% | — | 28,564 | $1.5M |
| Americana Partners, LLC | 0.06% | New | 28,485 | $1.5M |
| BlackDiamond Wealth Management, LLC | 0.85% | Reduce -1.9% | 28,413 | $1.5M |
| Empire Financial Management Company, LLC | 0.44% | Add +0.1% | 27,064 | $1.4M |
| Firethorn Wealth Partners, LLC | 0.68% | Add +3.7% | 26,254 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.34% | Add +78.8% | 26,137 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.52% | Add +72.8% | 25,804 | $1.3M |
| World Investment Advisors | 0.04% | Add +8.6% | 25,377 | $1.3M |
| &partners | 0.02% | Reduce -4.1% | 24,892 | $1.3M |
| Endeavor Private Wealth, Inc. | 1.22% | — | 24,699 | $1.3M |
| MA Private Wealth | 0.24% | Add +16.4% | 24,660 | $1.3M |
| CW Advisors, LLC | 0.02% | Add +212.4% | 24,524 | $1.3M |
| Northwest Capital Management Inc | 0.54% | Add +0.1% | 24,331 | $1.3M |
| Embree Financial Group | 0.21% | Add +99.4% | 23,975 | $1.2M |
| Spectrum Wealth Counsel, LLC | 0.14% | Reduce -58.4% | 23,600 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +36.2% | 23,441 | $1.2M |
| Unique Wealth Strategies, LLC | 0.53% | Add +0.6% | 23,283 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | Add +4.8% | 23,114 | $1.2M |
| Barnes Wealth Management Group, Inc | 0.80% | — | 22,813 | $1.2M |
| Watershed Private Wealth LLC | 0.46% | Add +4.1% | 22,796 | $1.2M |
| Stephens Inc. | 0.02% | New | 22,700 | $1.2M |
| TBH Global Asset Management, LLC | 0.28% | Add +4.8% | 22,626 | $1.2M |
| Lifelong Wealth Advisors, Inc. | 0.53% | — | 22,566 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Add +10.8% | 22,564 | $1.2M |
| Creative Financial Designs Inc. | 0.09% | Add +27.2% | 22,338 | $1.2M |
| MAS Advisors LLC | 1.92% | New | 22,011 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +5.7% | 21,855 | $1.1M |
| Verus Capital Partners, LLC | 0.11% | Reduce -12.7% | 21,626 | $1.1M |
| WealthPLAN Partners, LLC | 0.16% | Add +2.4% | 21,354 | $1.1M |
| BCU Wealth Advisors, LLC | 0.63% | Add +17.3% | 21,255 | $1.1M |
| Peninsula Wealth, LLC | 0.19% | Add +98.9% | 20,931 | $1.1M |
| Lionsbridge Wealth Management LLC | 0.91% | Reduce -1.6% | 20,858 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +40.0% | 20,854 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +23.3% | 20,360 | $1.1M |
| Clearview Wealth Advisors LLC | 0.81% | Add +51.7% | 20,367 | $1.1M |
| Redwood Investment Management, LLC | 0.10% | Add +10.6% | 20,171 | $1.0M |
| Sunbelt Securities, Inc. | 0.09% | Add +157.7% | 19,817 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +19.0% | 19,816 | $1.0M |
| Garden State Investment Advisory Services LLC | 0.31% | Add +4.1% | 19,485 | $1.0M |
| Brooks, Moore & Associates, Inc. | 0.60% | New | 19,400 | $1.0M |
| Financial Advocates Investment Management | 0.06% | Add +3.4% | 19,283 | $1.0M |
| Gateway Wealth Partners, LLC | 0.26% | Add +21.8% | 19,120 | $995K |
| Twin Peaks Wealth Advisors, LLC | 0.41% | Add +17.7% | 18,454 | $960K |
| O'ROURKE & COMPANY, Inc | 0.47% | Add +85.6% | 18,450 | $960K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -32.5% | 18,337 | $954K |
| Harbour Investments, Inc. | 0.03% | Add +11.7% | 18,238 | $949K |
| Ullmann Wealth Partners Group, LLC | 0.12% | Add +16.3% | 18,146 | $944K |
| Spire Wealth Management | 0.03% | New | 18,119 | $943K |
| Signature Wealth Management Partners, LLC | 0.64% | New | 17,991 | $936K |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -10.9% | 17,946 | $934K |
| Regimen Wealth, LLC | 0.30% | Add +57.1% | 17,818 | $923K |
| Compound Planning, Inc. | 0.05% | Add +74.0% | 17,662 | $919K |
| Fullcircle Wealth LLC | 0.38% | Add +4.0% | 17,521 | $918K |
| Autumn Glory Partners, LLC | 0.44% | Add +10.1% | 17,404 | $905K |
| Davis Wealth Advisors, LLC | 0.98% | — | 17,115 | $890K |
| Cypress Capital Group | 0.11% | Add +4.6% | 16,875 | $878K |
| Creative Planning | 0.00% | Add +258.6% | 16,817 | $875K |
| Concorde Asset Management, LLC | 0.45% | Add +35.4% | 16,566 | $862K |
| Element Wealth, LLC | 0.45% | New | 16,469 | $857K |
| Keebeck Wealth Management | 0.12% | Add +5.9% | 16,327 | $849K |
| Private Trust Co. NA | 0.09% | Add +15.9% | 16,250 | $845K |
| Tennessee Valley Asset Management Partners | 0.14% | Add +3.3% | 16,125 | $839K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +24.3% | 15,876 | $826K |
| First Heartland Consultants, Inc. | 0.08% | Add +14.4% | 15,751 | $819K |
| Beacon Financial Planning, Inc. | 0.47% | New | 15,541 | $808K |
| Optivise Advisory Services LLC | 0.43% | New | 15,407 | $801K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -4.6% | 15,131 | $787K |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -18.1% | 14,699 | $765K |
| Wells Financial Advisors INC | 1.04% | Add +21.4% | 14,627 | $761K |
| Cooper Financial Group | 0.09% | Add +92.2% | 14,527 | $756K |
| Maripau Wealth Management LLC | 0.44% | Reduce -17.5% | 14,360 | $747K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +90.3% | 14,163 | $737K |
| Avid Wealth Partners LLC | 0.52% | Add +18.2% | 14,010 | $729K |
| Wealthgarden F.S. LLC | 0.68% | Add +20.5% | 13,922 | $724K |
| Gen-Wealth Partners Inc | 0.31% | Add +4.1% | 13,791 | $717K |
| Sutton Place Investors LLC | 0.41% | Add +0.7% | 13,730 | $714K |
| Cassaday & Co Wealth Management LLC | 0.02% | New | 13,475 | $701K |
| Alterna Wealth Management, Inc. | 0.59% | Reduce -36.4% | 13,375 | $696K |
| Venturi Wealth Management, LLC | 0.03% | Add +51.9% | 13,327 | $693K |
| Independent Financial Group, LLC | 0.02% | Add +220.8% | 13,296 | $692K |
| IFG Advisory, LLC | 0.04% | Add +19.3% | 13,044 | $679K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -34.9% | 12,876 | $670K |
| LifePlan Investment Advisors, Inc. | 0.41% | Add +24.9% | 12,787 | $665K |
| M1 Capital Management LLC | 0.36% | — | 12,776 | $665K |
| Avantra Family Wealth, Inc. | 0.61% | — | 12,489 | $650K |
| RCS Financial Planning, LLC | 0.34% | Reduce -1.8% | 12,429 | $647K |
| Waterfront Wealth Inc. | 0.16% | Add +1.0% | 12,246 | $637K |
| Bush Investment Group, LLC | 0.49% | Add +4.8% | 12,126 | $631K |
| Private Wealth Partners, LLC | 0.05% | Add +140.0% | 12,000 | $624K |
| Kilter Group LLC | 0.41% | — | 11,976 | $623K |
| Summit Wealth Partners, LLC | 0.13% | New | 11,974 | $623K |
| Gotham Asset Management | 0.01% | New | 11,659 | $607K |
| Prospera Financial Services Inc | 0.01% | Add +143.9% | 11,529 | $600K |
| Range Financial Group LLC | 0.28% | New | 11,523 | $599K |
| Emergent Wealth Advisors, LLC | 0.43% | Add +9.3% | 11,479 | $597K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 11,315 | $589K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.2% | 11,185 | $582K |
| Betterment LLC | 0.00% | Reduce -62.5% | 11,056 | $575K |
| MCF Advisors LLC | 0.04% | New | 10,972 | $571K |
| Signet Financial Management, LLC | 0.07% | New | 10,751 | $559K |
| HFG Advisors, Inc. | 0.49% | Add +159.1% | 10,666 | $555K |
| Arkadios Wealth Advisors | 0.03% | Add +35.4% | 10,590 | $551K |
| Financial Partners Group, Inc | 0.08% | Reduce -0.4% | 10,440 | $543K |
| Barclays PLC | 0.00% | Reduce -7.3% | 10,430 | $543K |
| Anchor Pointe Wealth Management, LLC | 0.70% | — | 10,391 | $541K |
| Aspire Private Capital, LLC | 0.13% | Add +7.5% | 10,318 | $537K |
| Florida Financial Advisors, LLC | 0.24% | Reduce -17.0% | 10,295 | $536K |
| Swmg, LLC | 0.21% | Add +3.0% | 10,143 | $531K |
| TRUE Private Wealth Advisors | 0.06% | Reduce -48.6% | 10,102 | $526K |
| Williams & Novak, LLC | 0.50% | New | 10,051 | $523K |
| Nwam LLC | 0.03% | Add +46.1% | 9,898 | $515K |
| Maia Wealth LLC | 0.11% | Add +10.1% | 9,725 | $510K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -0.3% | 9,768 | $508K |
| Magnus Financial Group LLC | 0.05% | Add +39.7% | 9,724 | $506K |
| Resurgent Financial Advisors LLC | 0.30% | Add +51.2% | 9,648 | $502K |
| Pinion Investment Advisors, LLC | 0.20% | Add +54.0% | 9,441 | $491K |
| Visionary Horizons, LLC | 0.31% | Add +8.9% | 9,114 | $474K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +56.8% | 9,098 | $473K |
| Pullen Investment Management, LLC | 0.30% | Add +3.6% | 9,001 | $468K |
| Transce3nd, LLC | 0.16% | — | 9,000 | $468K |
| Cary Street Partners Financial LLC | 0.01% | — | 8,812 | $458K |
| Sigma Planning Corp | 0.01% | Reduce -2.1% | 8,774 | $456K |
| NewEdge Wealth, LLC | 0.01% | Add +37.7% | 8,728 | $454K |
| Investor's Fiduciary Advisor Network, LLC | 0.17% | — | 8,723 | $453K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.9% | 8,601 | $447K |
| Panoramic Investment Advisors, LLC | 0.29% | Add +81.9% | 8,550 | $445K |
| Tempus Wealth Planning, LLC | 0.13% | Add +18.9% | 8,480 | $441K |
| Aptus Capital Advisors, LLC | 0.01% | New | 8,460 | $440K |
| Corient Private Wealth LP | 0.00% | New | 8,448 | $439K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +16.9% | 8,412 | $438K |
| Clear Creek Financial Management, LLC | 0.05% | Add +7.7% | 8,411 | $438K |
| Retirement Wealth Solutions LLC | 0.37% | — | 8,343 | $433K |
| VestGen Investment Management | 0.12% | Reduce -23.7% | 8,139 | $423K |
| Beacon Financial Advisory LLC | 0.14% | Add +36.8% | 8,099 | $421K |
| Maxwell Wealth Strategies Inc. | 0.17% | Add +1.1% | 8,080 | $420K |
| LexAurum Advisors, LLC | 0.08% | Add +11.5% | 8,055 | $419K |
| PFG Investments, LLC | 0.03% | Add +38.5% | 7,940 | $413K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -2.5% | 7,911 | $412K |
| Objective Capital Management, LLC | 0.27% | New | 7,792 | $405K |
| MKT Advisors LLC | 0.17% | Add +18.8% | 7,672 | $401K |
| LGT Financial Advisors LLC | 0.87% | Reduce -1.0% | 7,577 | $394K |
| Brighton Jones LLC | 0.01% | New | 7,557 | $393K |
| Avior Wealth Management, LLC | 0.01% | Add +1001.8% | 7,525 | $391K |
| Leigh Baldwin & Co., LLC | 0.33% | — | 7,514 | $391K |
| W Advisors, LLC | 0.24% | Add +5.0% | 7,475 | $389K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 7,473 | $389K |
| DAVENPORT & Co LLC | 0.00% | Add +41.7% | 7,443 | $387K |
| Absolute Capital Management, LLC | 0.21% | Add +2.2% | 7,294 | $379K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | Add +4.9% | 7,287 | $379K |
| Capital A Wealth Management, LLC | 0.62% | — | 7,222 | $376K |
| Worth Financial Advisory Group, LLC | 0.23% | Add +47.1% | 7,217 | $375K |
| JT Stratford LLC | 0.06% | Add +6.4% | 7,076 | $368K |
| AQR Capital Management | 0.00% | Add +7.2% | 6,982 | $363K |
| Sellwood Investment Partners LLC | 0.19% | — | 6,847 | $356K |
| Blair William & Co. | 0.00% | New | 6,724 | $350K |
| Legacy Edge Advisors, LLC | 0.05% | Add +34.2% | 6,601 | $343K |
| Empirical Asset Management, LLC | 0.11% | Add +32.3% | 6,581 | $342K |
| Fortress Private Ledger, LLC | 0.20% | — | 6,418 | $334K |
| Silverlake Wealth Management LLC | 0.13% | New | 6,390 | $332K |
| Journey Strategic Wealth LLC | 0.01% | New | 6,356 | $331K |
| Two West Capital Advisors LLC | 0.28% | Reduce -14.7% | 6,275 | $326K |
| GEN Financial Management, INC. | 0.21% | — | 6,243 | $325K |
| Western Financial Corp | 0.18% | Reduce -23.3% | 6,144 | $320K |
| WealthTrak Capital Management LLC | 0.27% | — | 6,067 | $316K |
| Hobbs Wealth Management, LLC | 0.36% | — | 6,002 | $312K |
| Latitude Advisors, LLC | 0.17% | Add +18.6% | 5,822 | $303K |
| PUREfi Wealth, LLC | 0.29% | — | 5,613 | $292K |
| Bison Wealth, LLC | 0.04% | — | 5,592 | $291K |
| Matrix Private Capital Group LLC | 0.16% | New | 5,450 | $284K |
| Joseph P. Lucia & Associates, LLC | 0.13% | Add +40.5% | 5,443 | $283K |
| Catalina Capital Group, LLC | 0.09% | Add +10.6% | 5,394 | $281K |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +29.3% | 5,201 | $271K |
| GeoWealth Management, LLC | 0.01% | Add +18.9% | 5,193 | $270K |
| Smith, Moore & Co. | 0.02% | New | 5,165 | $269K |
| Mather Group, Llc. | 0.00% | Add +10.8% | 5,157 | $268K |
| Elevated Capital Advisors, LLC | 0.07% | Reduce -14.0% | 5,108 | $266K |
| Blalock Williams, LLC | 0.30% | — | 4,999 | $260K |
| Pinnacle Family Advisors, LLC | 0.13% | New | 4,990 | $260K |
| Harbor Investment Advisory, LLC | 0.02% | Add +152.8% | 4,964 | $258K |
| KM Capital Management Ltd. | 0.13% | New | 4,950 | $257K |
| World Equity Group, Inc. | 0.05% | New | 4,893 | $255K |
| Oliver Lagore Vanvalin Investment Group | 0.07% | Reduce -1.4% | 4,886 | $254K |
| Lantern Wealth Advisors, LLC | 0.16% | Add +17.9% | 4,752 | $247K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 4,644 | $242K |
| TCFG Wealth Management, LLC | 0.12% | Add +1.4% | 4,559 | $237K |
| FWG Investments, LLC. | 0.18% | New | 4,538 | $236K |
| Lido Advisors, LLC | 0.00% | No change | 4,535 | $236K |
| Colonial Trust Co / SC | 0.04% | Add +0.1% | 4,525 | $235K |
| Merkkuri Wealth Advisors LLC | 0.18% | New | 4,468 | $232K |
| Evanson Asset Management, LLC | 0.02% | No change | 4,447 | $231K |
| E&G Advisors, LLC | 0.06% | New | 4,440 | $231K |
| MidAtlantic Capital Management, Inc. | 0.17% | Add +12.8% | 4,434 | $231K |
| OMNI 360 Wealth, Inc. | 0.15% | New | 4,430 | $230K |
| Lindbrook Capital, LLC | 0.02% | Add +11.9% | 4,421 | $230K |
| Triton Wealth Management, PLLC | 0.12% | New | 4,331 | $227K |
| Golden State Wealth Management, LLC | 0.03% | — | 4,267 | $222K |
| Freedom Investment Management, Inc. | 0.02% | New | 4,243 | $221K |
| Semmax Financial Advisors Inc. | 0.06% | Add +3.9% | 4,212 | $221K |
| FLP Wealth Management, LLC | 0.56% | — | 4,208 | $219K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -2.9% | 3,988 | $207K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -0.9% | 3,978 | $207K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 3,941 | $205K |
| Winthrop Advisory Group LLC | 0.02% | No change | 3,937 | $205K |
| Aveo Capital Partners, LLC | 0.02% | New | 3,934 | $205K |
| Alpha Omega Wealth Management LLC | 0.04% | New | 3,929 | $204K |
| Meridian Wealth Partners, LLC | 0.03% | New | 3,915 | $204K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -80.2% | 3,910 | $203K |
| Herold Advisors, Inc. | 0.04% | New | 3,900 | $203K |
| Good Life Advisors, LLC | 0.01% | New | 3,855 | $201K |
| Hexagon Capital Partners LLC | 0.03% | Add +58.8% | 3,618 | $188K |
| Vermillion & White Wealth Management Group, LLC | 0.13% | Add +335.8% | 3,521 | $183K |
| JFS Wealth Advisors, LLC | 0.01% | Add +67.2% | 3,207 | $167K |
| Continuum Advisory, LLC | 0.02% | Add +17.8% | 2,943 | $153K |
| PSI Advisors, LLC | 0.04% | Add +283.0% | 2,455 | $128K |
| Ameriflex Group, Inc. | 0.05% | — | 2,278 | $120K |
| Hurley Capital, LLC | 0.09% | — | 2,167 | $113K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,935 | $101K |
| Sofi Wealth, LLC | 0.01% | New | 1,740 | $91K |
| Raleigh Capital Management Inc. | 0.03% | Add +29.9% | 1,696 | $88K |
| Friedenthal Financial | 0.05% | New | 1,628 | $85K |
| ORG Partners LLC | 0.01% | Add +15.3% | 1,617 | $84K |
| WR Wealth Planners, LLC | 0.03% | Reduce -51.9% | 1,493 | $78K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,425 | $74K |
| CoreCap Advisors, LLC | 0.00% | Reduce -67.0% | 1,372 | $71K |
| Global Financial Private Client, LLC | 0.02% | Reduce -7.4% | 1,132 | $59K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 1,093 | $57K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.6% | 1,066 | $55K |
| Montag A & Associates Inc. | 0.00% | No change | 1,061 | $55K |
| Tucker Asset Management LLC | 0.01% | Add +3187.1% | 1,019 | $53K |
| Park Place Capital Corp | 0.01% | Add +10.9% | 919 | $48K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -7.7% | 859 | $45K |
| Wintrust Investments LLC | 0.04% | Add +6.8% | 869 | $45K |
| Allworth Financial LP | 0.00% | Reduce -26.1% | 735 | $38K |
| Geneos Wealth Management Inc. | 0.00% | New | 712 | $37K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -61.9% | 575 | $30K |
| Eagle Bay Advisors LLC | 0.02% | Reduce -15.8% | 537 | $28K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 451 | $23K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +2.8% | 442 | $23K |
| MAI Capital Management | 0.00% | New | 411 | $21K |
| Beacon Capital Management, LLC | 0.00% | Reduce -39.1% | 286 | $15K |
| Tompkins Financial Corp. | 0.00% | New | 224 | $12K |
| Bellevue Asset Management, LLC | 0.01% | New | 221 | $11K |
| Hollencrest Capital Management | 0.00% | Add +2.5% | 205 | $11K |
| High Note Wealth, LLC | 0.00% | New | 193 | $10K |
| Investors Research Corp | 0.00% | No change | 193 | $10K |
| Sound Income Strategies, LLC | 0.00% | Add +34.5% | 191 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 158 | $8K |
| Fifth Third Bancorp | 0.00% | No change | 145 | $8K |
| REAP Financial Group, LLC | 0.00% | Reduce -18.0% | 141 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | New | 106 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 86 | $4K |
| Park Square Financial Group, LLC | 0.00% | — | 85 | $4K |
| Oarsman Capital, Inc. | 0.00% | No change | 75 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | New | 60 | $3K |
| Archer Investment Corp | 0.00% | New | 37 | $2K |
| Accredited Wealth Management, LLC | 0.00% | — | 35 | $2K |
| Clean Yield Group | 0.00% | No change | 34 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 21 | $1K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 18 | $936 |
| FMR LLC | 0.00% | Reduce -58.8% | 7 | $364 |
| Larson Financial Group LLC | 0.00% | New | 2 | $104 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $53 |
| Citigroup Inc. | 0.00% | New | 1 | $52 |
"% of holder's portfolio" is BINC's weight in each manager's 13F, not the share of iShares Flex I A ETF-Usd Inc. the manager owns.