iShares Flex I A ETF-UsdBINCETF

13F holders, Q2 2025 (June 30)
582holders +22
62new positions
41sold out
4famous investors
$52.84avg. 13F price*

At the end of Q2 2025, 582 institutions reported holding iShares Flex I A ETF-Usd Inc. (BINC) in their 13F filings, up 22 from Q1 2025. 62 opened new positions and 41 sold out. The largest holders were Envestnet Asset Management Inc. ($1.2B), JPMorgan Chase & Co. ($571.0M) and LPL Financial LLC ($566.9M). 4 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Flex I A ETF-Usd Inc.
Filed as
BLACKROCK ETF TRUST II (Q2 2025)
CUSIP
092528603
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 309Q1 2024Q2 2024: 368Q2 2024Q3 2024: 429Q3 2024Q4 2024: 517Q4 2024Q1 2025: 560Q1 2025Q2 2025: 582Q2 2025Q3 2025: 633Q3 2025Q4 2025: 742Q4 2025Q1 2026: 782Q1 2026Q2 2026: 779Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions62$78.0M
Exits41$86.4M

All 13F filers, Q1 2025 → Q2 2025: 17,437,935 shares bought and 7,286,283 shares sold, net +10,151,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 582 holders

Envestnet Asset Management Inc. 0.35% Add +4.8% 22,834,324 $1.2B
JPMorgan Chase & Co. 0.04% Add +0.9% 10,806,066 $571.0M
LPL Financial LLC 0.19% Add +12.1% 10,729,228 $566.9M
BlackRock, Inc. 0.01% Add +2.8% 9,735,212 $514.4M
Bank of America Corp. 0.03% Add +28.0% 6,195,629 $327.4M
Morgan Stanley 0.02% Add +32.5% 5,771,006 $304.9M
Dynasty Wealth Management, LLC 5.18% Reduce -2.4% 5,754,734 $304.1M
Ameriprise Financial Inc. 0.06% Reduce -1.6% 4,319,372 $228.3M
Quotient Wealth Partners, LLC 5.06% Add +2.6% 3,254,573 $172.0M
UBS Group AG 0.03% Add +14.0% 2,914,482 $154.0M
Cetera Investment Advisers 0.25% Add +14.3% 2,793,061 $147.6M
Sagespring Wealth Partners, LLC 2.69% Reduce -1.0% 2,367,183 $125.1M
Envestnet Portfolio Solutions, Inc. 0.45% Reduce -3.4% 2,304,249 $121.8M
Sequoia Financial Advisors, LLC 0.82% Add +25.0% 2,256,451 $119.2M
Wells Fargo & Company 0.03% Add +54.3% 2,202,389 $116.4M
MML Investors Services, LLC 0.31% Add +15.3% 2,026,570 $107.1M
Americana Partners, LLC 3.62% Add +2.9% 1,987,410 $105.0M
Cwm, LLC 0.36% Reduce -3.0% 1,931,897 $102.1M
Wharton Business Group, LLC 3.53% Add +2.1% 1,583,135 $83.7M
Park Avenue Securities LLC 0.74% Add +1.2% 1,515,341 $80.1M
Janney Montgomery Scott LLC 0.19% Add +6.2% 1,384,120 $73.1M
Royal Bank of Canada 0.01% Add +12.5% 1,379,280 $72.9M
Merit Financial Group, LLC 0.79% Add +15.2% 1,348,323 $71.2M
Integrated Wealth Concepts LLC 0.70% Add +10.2% 1,320,013 $69.7M
Commonwealth Equity Services, LLC 0.09% Add +23.2% 1,311,251 $69.3M
OneDigital Investment Advisors LLC 0.69% Add +0.5% 1,177,584 $62.2M
Bank of New York Mellon Corp 0.01% Add +8.5% 1,149,509 $60.7M
Synovus Financial Corp. 0.74% Add +10.5% 1,141,320 $60.3M
Kestra Investment Management, LLC 1.75% Reduce -65.9% 1,094,296 $57.8M
MCF Advisors LLC 3.34% Add +867.8% 954,581 $50.4M
Falcon Wealth Planning 4.87% Add +7.8% 911,609 $48.2M
HighTower Advisors, LLC 0.06% Add +84.1% 909,967 $48.1M
Osaic Holdings, Inc. 0.08% Add +7.8% 901,941 $47.7M
Raymond James Financial Inc. 0.02% Add +7.2% 886,951 $46.9M
NewEdge Advisors, LLC 0.23% Add +4.6% 850,016 $44.9M
United Capital Financial Advisors, LLC 0.35% Add +1.8% 828,959 $43.8M
Stifel Financial Corp. 0.04% Add +14.6% 794,244 $42.0M
Foundations Investment Advisors, LLC 0.62% Add +15.6% 739,581 $39.1M
HUB Investment Partners, LLC 1.31% Add +18.9% 711,820 $37.6M
Equitable Holdings, Inc. 0.29% Add +21.7% 677,132 $35.8M
Madison Wealth Partners, Inc 7.65% Add +0.7% 663,631 $35.1M
Evergreen Capital Management LLC 1.03% Add +4.3% 646,829 $34.2M
Stratos Wealth Partners, LTD. 0.45% Add +38.4% 622,240 $32.9M
Renaissance Technologies 0.04% Add +32.6% 614,700 $32.5M
Royal Harbor Partners, LLC 11.52% Add +2.2% 596,557 $31.5M
Advocacy Wealth Management, LLC 1.81% Add +4.5% 558,069 $29.5M
Truist Financial Corp. 0.04% Add +9.6% 550,345 $29.1M
Lhm, Inc. 9.36% Reduce -55.4% 534,508 $28.2M
CGN Advisors LLC 2.51% Add +7.3% 532,289 $28.1M
Kestra Advisory Services, LLC 0.13% Add +32.4% 509,992 $26.9M
IHT Wealth Management, LLC 0.74% Add +13.2% 509,697 $26.9M
Grantvest Financial Group LLC 19.62% Add +2.7% 500,161 $26.4M
Legacy Financial Group LLC 3.43% Add +3.0% 465,015 $24.6M
Composition Wealth, LLC 0.41% Add +2.6% 464,730 $24.6M
Pallas Capital Advisors LLC 0.90% Add +20.6% 445,975 $23.6M
Lineweaver Wealth Advisors, LLC 3.67% Add +5.7% 439,262 $23.2M
Ogorek Anthony Joseph /NY/ 7.03% Add +1.9% 430,686 $22.8M
NorthCoast Asset Management LLC 0.10% Add +291.1% 429,323 $22.7M
Centerline Wealth Advisors, LLC 10.54% Add +19.4% 406,555 $21.5M
Jones Financial Companies LLLP 0.02% Add +33.8% 388,207 $20.5M
Vantage Financial Partners, LLC 4.62% Add +104.0% 379,166 $20.0M
Gries Financial LLC 3.65% Add +8.5% 379,079 $20.0M
CreativeOne Wealth, LLC 0.52% Add +4.6% 376,252 $19.9M
Vestmark Advisory Solutions, Inc. 0.27% Add +124.8% 359,413 $19.0M
Assetmark, Inc. 0.04% Add +61.1% 357,329 $18.9M
Private Advisor Group, LLC 0.10% Reduce -21.3% 356,047 $18.8M
Parallel Advisors, LLC 0.36% Add +4.1% 340,920 $18.0M
Cambridge Investment Research Advisors, Inc. 0.05% Add +9.7% 329,205 $17.4M
Horst & Graben Wealth Management LLC 2.81% Reduce -3.5% 320,763 $16.9M
JB Capital LLC 0.80% Add +5.5% 313,862 $16.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +22.9% 310,424 $16.4M
Rivernorth Capital Management, LLC 0.88% Add +18.9% 301,348 $15.9M
Ascent Group, LLC 0.62% Add +8.1% 300,192 $15.9M
Sharkey, Howes & Javer 2.08% Add +7.5% 294,117 $15.5M
Avantax Advisory Services, Inc. 0.08% Add +22.1% 285,319 $15.1M
Baird Financial Group, Inc. 0.03% Add +6.3% 282,115 $14.9M
US Bancorp \de 0.02% Add +2.6% 279,118 $14.7M
Mgo One Seven LLC 0.47% Add +28.8% 278,490 $14.7M
Financial Management Network Inc. 2.60% Add +2.3% 275,445 $14.5M
McMorgan & Co. LLC 2.12% Reduce -0.1% 271,612 $14.4M
Capital Analysts, LLC 0.47% Reduce -45.5% 269,407 $14.2M
Kelly Financial Services LLC 4.19% Add +5.3% 269,272 $14.2M
Scarborough Advisors, LLC 2.81% Add +16.1% 268,370 $14.2M
Condor Capital Management 1.22% Add +5.3% 266,788 $14.1M
CFS Investment Advisory Services, LLC 1.14% Add +1.2% 264,043 $14.0M
SteelPeak Wealth, LLC 0.51% Add +4.9% 245,419 $13.0M
Atria Investments, Inc 0.15% Reduce -7.1% 242,207 $12.8M
Vivid Wealth Management, LLC 5.42% New 233,428 $12.3M
Scissortail Wealth Management, LLC 2.90% Add +1.0% 228,517 $12.1M
Signet Financial Management, LLC 1.51% Add +393.9% 227,308 $12.0M
Scotia Capital Inc. 0.06% Add +4249.6% 223,134 $11.8M
AE Wealth Management LLC 0.08% Add +7.3% 217,708 $11.5M
Austin Private Wealth, LLC 0.90% Add +3.3% 216,001 $11.4M
Breakwater Capital Group 1.86% Reduce -6.0% 215,491 $11.4M
Van Hulzen Asset Management, LLC 0.95% Add +7.4% 214,295 $11.3M
Icon Wealth Advisors, LLC 0.78% Add +7.1% 208,523 $11.0M
Summit X, LLC 1.99% Add +40.2% 201,653 $10.7M
Investment Planning Advisors, Inc. 3.74% Add +13.4% 200,132 $10.6M
Global Wealth Strategies & Associates 2.97% Reduce -1.8% 196,238 $10.4M
Shepherd Financial Partners LLC 1.06% Add +10.8% 189,081 $10.0M
Summit Wealth Partners, LLC 1.90% Add +155.5% 188,128 $9.9M
High Falls Advisors, Inc 2.14% Reduce -1.6% 183,142 $9.7M
Security Financial Services, INC. 1.62% Add +3.6% 173,252 $9.2M
Founders Grove Wealth Partners, LLC 2.28% Add +2.6% 171,634 $9.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.59% Add +6.7% 170,148 $9.0M
Rockefeller Capital Management L.P. 0.02% Add +33.1% 165,454 $8.7M
CVA Family Office, LLC 1.22% Add +16.6% 163,795 $8.7M
Perigon Wealth Management, LLC 0.19% Add +11.2% 157,655 $8.3M
Triad Wealth Partners, LLC 1.68% Add +24.7% 157,615 $8.3M
Elevatus Welath Management 2.72% New 154,668 $8.2M
Strategic Blueprint, LLC 0.40% Add +4.0% 153,521 $8.1M
Signal Tree Financial Partners LLC 6.90% Add +32.9% 151,667 $8.0M
Orion Porfolio Solutions, LLC 0.07% Add +46.1% 150,539 $8.0M
Mariner, LLC 0.01% Reduce -27.7% 150,536 $8.0M
Tidemark, LLC 2.56% Add +15.4% 150,302 $7.9M
Kavar Capital Partners Group, LLC 1.14% New 149,510 $7.9M
Eldridge Investment Advisors, Inc. 1.65% Add +15.2% 149,693 $7.9M
Jmac Enterprises LLC 1.68% Add +44.8% 148,609 $7.9M
Farther Finance Advisors, LLC 0.16% Reduce -25.2% 147,259 $7.8M
Lanham O'Dell & Company, Inc. 3.28% Add +7.8% 146,933 $7.8M
Steward Partners Investment Advisory, LLC 0.06% Add +27.7% 146,510 $7.7M
Stone House Investment Management, LLC 1.38% Add +5.6% 142,557 $7.5M
One Wealth Advisors, LLC 1.04% Add +8.3% 141,667 $7.5M
Eclectic Associates Inc. 1.62% Add +34.9% 140,820 $7.4M
Global Retirement Partners, LLC 0.18% — 138,888 $7.3M
KWB Wealth 0.88% New 138,371 $7.2M
Stokes Family Office, LLC 0.76% Add +3.3% 136,265 $7.2M
HCR Wealth Advisors 0.84% Add +23.8% 134,535 $7.1M
Beacon Bridge Wealth Partners, LLC 2.81% Reduce -13.4% 133,867 $7.1M
CW Advisors, LLC 0.07% Add +8.4% 131,814 $7.0M
Cape Investment Advisory, Inc. 2.50% Add +7.6% 129,691 $6.9M
TSA Wealth Managment LLC 2.48% Add +2.5% 128,337 $6.8M
Waverly Advisors, LLC 0.07% Add +5.1% 127,828 $6.8M
Blue Trust, Inc. 0.08% Reduce -1.9% 127,254 $6.7M
McNaughton Wealth Management, LLC 3.00% Reduce -0.3% 127,125 $6.7M
Kestra Private Wealth Services, LLC 0.09% Add +7.0% 124,713 $6.6M
Modern Wealth Management, LLC 0.16% Add +1.7% 123,323 $6.5M
&partners 0.05% Add +303.9% 121,424 $6.4M
Apeiron RIA LLC 1.65% Add +16.1% 121,511 $6.4M
Tsfg, LLC 1.16% Add +12.3% 120,982 $6.4M
Unique Wealth, LLC 1.02% Add +14.1% 120,010 $6.3M
Trek Financial, LLC 0.42% Add +3.2% 117,262 $6.2M
Atria Wealth Solutions, Inc. 0.14% Reduce -56.4% 114,472 $6.0M
World Investment Advisors 0.14% Add +52.4% 113,193 $6.0M
Simplicity Wealth,LLC 0.25% Add +121.4% 111,508 $5.9M
Gateway Wealth Partners, LLC 1.07% Add +8.0% 106,698 $5.6M
ShoreHaven Wealth Partners, LLC 2.31% Add +13.2% 106,568 $5.6M
Invst, LLC 0.70% Add +9.4% 106,010 $5.6M
Apex Wealth Management, LLC 4.48% Add +4.3% 105,648 $5.6M
Integrity Alliance, Llc. 0.30% Reduce -24.2% 105,569 $5.6M
J.W. Cole Advisors, Inc. 0.12% Add +2118.9% 103,069 $5.4M
Cedar Mountain Advisors, LLC 1.13% Add +2.7% 102,720 $5.4M
Ancora Advisors LLC 0.11% Add +6.2% 102,635 $5.4M
Ullmann Wealth Partners Group, LLC 0.64% Add +454.8% 102,377 $5.4M
FFG Retirement Advisors LLC 3.39% Add +2.9% 102,287 $5.4M
Pennsylvania Capital Management Inc. 1.71% Add +1.8% 100,653 $5.3M
Asio Capital, LLC 0.88% Add +13.6% 100,450 $5.3M
Family Manage LLC 0.79% Add +25.7% 98,621 $5.2M
Mutual Advisors, LLC 0.13% Reduce -0.3% 98,586 $5.2M
BCGM Wealth Management, LLC 1.46% Reduce -1.6% 98,144 $5.2M
Cyndeo Wealth Partners, LLC 0.30% Reduce -7.0% 96,805 $5.1M
Diversify Advisory Services, LLC 0.20% Add +331.7% 96,567 $5.1M
Midwest Capital Advisors, LLC 2.65% Add +4.9% 94,994 $5.0M
ONE Advisory Partners, LLC 1.63% Add +7.8% 92,693 $4.9M
Capital Advisors Wealth Management, LLC 0.75% Add +1893.6% 90,848 $4.8M
Shared Vision Wealth Group LLC 2.37% Add +28.7% 90,140 $4.8M
Susquehanna International Group, LLP 0.01% New 89,839 $4.7M
Advus Financial Partners, LLC 1.21% Add +8.5% 89,293 $4.7M
Brookstone Capital Management 0.06% Reduce -1.9% 89,040 $4.7M
New Capital Management LP 1.29% Reduce -60.0% 87,637 $4.6M
Goldstein Advisors, LLC 0.62% Add +0.8% 87,029 $4.6M
Focus Partners Wealth 0.01% Add +618.9% 86,521 $4.6M
Bay Harbor Wealth Management, LLC 1.31% Add +6.1% 85,714 $4.5M
Corient Private Wealth LP 0.01% Add +384.2% 85,507 $4.5M
Cornerstone Wealth Group, LLC 0.34% Add +9.4% 85,394 $4.5M
Masso Torrence Wealth Management Inc. 2.07% Add +6.6% 84,732 $4.5M
Foundry Financial Group, Inc. 2.53% Add +3.5% 83,987 $4.4M
Wealth Alliance, LLC 0.48% Add +5.9% 80,966 $4.3M
PAX Financial Group, LLC 0.81% Reduce -7.2% 80,497 $4.3M
SigFig Wealth Management, LLC 0.14% Add +1.8% 80,605 $4.3M
Braun-Bostich & Associates Inc. 2.87% Add +3.3% 79,622 $4.2M
U.S. Capital Wealth Advisors, LLC 0.12% Add +2.5% 79,260 $4.2M
Afg Fiduciary Services Limited Partnership 2.67% Add +51.4% 78,946 $4.2M
Tableaux LLC 2.32% Add +2.9% 76,663 $4.1M
Cobblestone Asset Management LLC 2.06% Reduce -2.8% 74,286 $3.9M
Beacon Financial Group 0.41% Add +11.3% 74,227 $3.9M
Rollins Financial Advisors, LLC 0.62% Add +4.9% 73,366 $3.9M
Carson Advisory Inc. 2.45% Add +14.0% 72,896 $3.9M
SWP Financial LLC 2.11% Add +1.8% 72,715 $3.8M
Mayflower Financial Advisors, LLC 0.53% Add +15.1% 71,936 $3.8M
Heritage Trust Co 0.44% Add +25.5% 71,436 $3.8M
Moloney Securities Asset Management, LLC 0.46% Reduce -1.6% 70,213 $3.7M
Detalus Advisors, LLC 1.06% Add +6.3% 69,090 $3.7M
Ashton Thomas Private Wealth, LLC 0.13% Add +17.1% 68,607 $3.6M
Embree Financial Group 0.54% Add +16.5% 68,404 $3.6M
Able Wealth Management LLC 1.81% Add +15.5% 67,873 $3.6M
Spectrum Planning & Advisory Services Inc. 2.31% Reduce -0.4% 67,536 $3.6M
Financial Life Advisors 1.22% Add +6.0% 67,246 $3.6M
Independent Financial Group, LLC 0.10% Reduce -34.2% 66,737 $3.5M
True Vision MN LLC 1.89% Add +0.2% 64,682 $3.4M
Kickstand Ventures, Llc. 0.80% Reduce -4.2% 64,448 $3.4M
Valmark Advisers, Inc. 0.05% Add +15.3% 64,155 $3.4M
STAR Financial Bank 2.15% Add +52.1% 64,139 $3.4M
Snowden Capital Advisors LLC 0.10% Add +46.1% 63,997 $3.4M
Regal Investment Advisors LLC 0.25% Add +3.4% 63,767 $3.4M
Ehrlich Financial Group 2.14% Add +2.1% 62,586 $3.3M
Bluesphere Advisors LLC 1.63% Add +1.9% 61,959 $3.3M
Sovran Advisors, LLC 0.34% Add +3.4% 61,056 $3.2M
Keystone Financial Services 1.09% Add +5.2% 60,546 $3.2M
Concurrent Investment Advisors, LLC 0.06% Add +78.9% 59,756 $3.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Reduce -0.4% 59,703 $3.2M
Tritonpoint Wealth, LLC 0.29% Reduce -0.1% 59,577 $3.1M
Buttonwood Financial Group, LLC 1.58% Add +2.3% 59,173 $3.1M
Betterment LLC 0.01% New 58,736 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +119.3% 58,786 $3.1M
Bay Rivers Group 1.40% Add +2.4% 57,941 $3.1M
IFP Advisors, Inc 0.09% Add +19.4% 57,707 $3.0M
Vermillion & White Wealth Management Group, LLC 1.97% Reduce -0.2% 57,338 $3.0M
Allen Capital Group, LLC 0.32% Reduce -22.8% 57,329 $3.0M
BOS Asset Management, LLC 0.96% Add +2.2% 56,791 $3.0M
Mengis Capital Management, Inc. 0.63% Add +8.7% 55,623 $2.9M
Centurion Wealth Management LLC 0.84% Add +15.0% 55,306 $2.9M
Compound Planning, Inc. 0.11% Add +140.6% 54,700 $2.9M
Cypress Wealth Services, LLC 0.52% Add +3.7% 54,602 $2.9M
Canvas Wealth Advisors, LLC 0.57% Add +88.1% 54,544 $2.9M
Focus Financial Network, Inc. 0.11% Add +2.5% 54,177 $2.9M
WCG Wealth Advisors LLC 0.18% New 53,917 $2.8M
Arete Wealth Advisors, LLC 0.20% Reduce -14.4% 53,394 $2.8M
Wetzel Investment Advisors, Inc. 1.27% New 52,436 $2.8M
Williams Jones Wealth Management, LLC. 0.03% Reduce -33.1% 52,392 $2.8M
WealthShield Partners, LLC 0.33% Add +8.5% 51,869 $2.7M
Castle Rock Wealth Management, LLC 0.64% Add +1.8% 51,822 $2.7M
Apollon Wealth Management, LLC 0.05% Add +24.7% 51,603 $2.7M
Liberty Wealth Management LLC 0.42% Add +4.6% 50,938 $2.7M
Prospera Financial Services Inc 0.05% Add +43.4% 50,704 $2.7M
Ashton Thomas Securities, LLC 0.65% Add +2.6% 50,716 $2.7M
Sofi Wealth, LLC 0.16% Add +8.4% 50,002 $2.6M
Kingsview Wealth Management, LLC 0.04% Add +1.9% 49,021 $2.6M
Advisory Services Network, LLC 0.04% Add +8.5% 48,613 $2.6M
DecisionMap Wealth Management, LLC 1.75% Add +0.4% 48,363 $2.6M
Onyx Bridge Wealth Group LLC 0.33% Add +26.7% 47,289 $2.5M
ArborFi Advisors, LLC 2.19% New 47,047 $2.5M
Argent Trust Co 0.09% Add +46.9% 46,294 $2.4M
Sigma Planning Corp 0.07% Add +19.8% 46,221 $2.4M
Pettinga Financial Advisors LLC 0.53% Add +11.6% 45,748 $2.4M
RMR Capital Management, LLC 1.72% Reduce -1.8% 45,647 $2.4M
Stephens Inc. 0.03% Add +1.5% 45,110 $2.4M
Keystone Financial Group 0.22% Add +5.9% 45,006 $2.4M
MA Private Wealth 0.42% Add +80.5% 44,913 $2.4M
Endeavor Private Wealth, Inc. 1.12% Add +13.0% 44,860 $2.4M
West Wealth Group, LLC 0.58% Add +0.9% 44,337 $2.3M
Medallion Wealth Advisors, LLC 0.90% Add +23.5% 44,094 $2.3M
Atlatl Advisers LLC 1.08% Add +1.5% 43,366 $2.3M
Castle Wealth Management LLC 0.83% Add +20.0% 43,110 $2.3M
Csenge Advisory Group 0.12% Add +8.3% 42,536 $2.2M
Beckerman Institutional, LLC 1.44% Reduce -5.3% 41,176 $2.2M
Comerica Bank 0.01% Add +17.9% 41,106 $2.2M
First Horizon Advisors, Inc. 0.06% Add +11.1% 41,079 $2.2M
WBH Advisory Inc. 0.18% Reduce -0.6% 41,016 $2.2M
Theory Financial LLC 0.82% Add +10.5% 40,812 $2.2M
Matrix Private Capital Group LLC 1.26% Add +75.5% 40,630 $2.1M
Royal Capital Wealth Management, LLC 1.42% Add +0.2% 40,378 $2.1M
My Legacy Advisors, LLC 0.76% Add +19.8% 40,453 $2.1M
5T Wealth, LLC 1.07% Reduce -2.3% 39,776 $2.1M
Blair William & Co. 0.01% Add +210.0% 39,397 $2.1M
Leigh Baldwin & Co., LLC 1.32% Add +77.8% 37,955 $2.0M
Sculati Wealth Management, LLC 0.75% Reduce -34.6% 37,715 $2.0M
Northwest Capital Management Inc 1.04% Add +6.2% 36,271 $1.9M
Centricity Wealth Management, LLC 1.53% New 36,199 $1.9M
Principal Securities, Inc. 0.04% Add +23.0% 35,932 $1.9M
Ewa, LLC 0.60% Add +18.8% 35,925 $1.9M
Vertex Planning Partners, LLC 0.39% Add +5.4% 35,454 $1.9M
Resolute Wealth Advisor, Inc. 1.07% — 36,036 $1.9M
Hoxton Planning & Management, LLC 0.64% Add +1.2% 35,310 $1.9M
Eaton Financial Holdings Company, LLC 0.57% New 35,266 $1.9M
Optivise Advisory Services LLC 0.94% Add +26.8% 34,899 $1.8M
Brooks, Moore & Associates, Inc. 0.99% Add +36.3% 34,935 $1.8M
Certus Wealth Management, LLC 1.17% Add +3.2% 34,272 $1.8M
Eq LLC 0.69% New 33,707 $1.8M
MAS Advisors LLC 2.87% Add +3.0% 33,181 $1.8M
TBH Global Asset Management, LLC 0.36% Reduce -38.3% 32,213 $1.7M
Watershed Private Wealth LLC 0.62% Add +2.2% 32,211 $1.7M
Tradition Wealth Management, LLC 0.14% Add +3.1% 32,084 $1.7M
Copperleaf Capital, LLC 0.84% Add +3.1% 31,521 $1.7M
Client 1ST Advisory Group, LLC 0.59% Add +15.2% 30,877 $1.6M
Arkadios Wealth Advisors 0.05% Add +39.5% 30,199 $1.6M
CoreCap Advisors, LLC 0.06% Add +323.5% 30,135 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -92.4% 29,968 $1.6M
BlackDiamond Wealth Management, LLC 0.91% Reduce -0.5% 30,082 $1.6M
CIBC Private Wealth Group LLC 0.00% Add +22.3% 29,578 $1.6M
WealthPlan Investment Management, LLC 0.11% New 29,437 $1.6M
Cerity Partners LLC 0.00% Reduce -48.1% 29,424 $1.6M
Rothschild Wealth LLC 0.37% Add +1.5% 28,796 $1.5M
Cypress Capital Group 0.19% Add +37.1% 28,630 $1.5M
John W. Brooker & Co., CPAs 3.51% Reduce -88.2% 28,513 $1.5M
RFG Advisory, LLC 0.03% Reduce -20.8% 28,089 $1.5M
Priebe Wealth Holdings LLC 1.28% Reduce -88.8% 27,992 $1.5M
IFG Advisory, LLC 0.07% Add +108.4% 27,901 $1.5M
Creative Planning 0.00% Reduce -16.4% 27,452 $1.5M
RDA Financial Network 0.39% Add +0.2% 27,266 $1.4M
One Wealth Capital Management, LLC 0.68% Add +2.0% 27,264 $1.4M
Empire Financial Management Company, LLC 0.41% Reduce -2.5% 27,048 $1.4M
Strategic Equity Management 0.52% Reduce -84.5% 26,943 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.16% Add +8.9% 26,782 $1.4M
Financial Advocates Investment Management 0.12% Add +34.3% 26,724 $1.4M
Elevation Point Wealth Partners, LLC 0.11% Add +44.8% 26,536 $1.4M
Claro Advisors Inc. 0.23% Reduce -36.2% 26,476 $1.4M
WJ Wealth Management, LLC 0.44% New 26,447 $1.4M
Firethorn Wealth Partners, LLC 0.60% Add +0.6% 26,362 $1.4M
Element Wealth, LLC 0.64% Add +18.3% 26,291 $1.4M
Avidian Wealth Enterprises, LLC 0.06% Add +9.7% 25,663 $1.4M
EP Wealth Advisors, LLC 0.01% New 25,084 $1.3M
Fairvoy Private Wealth, LLC 0.33% Reduce -8.0% 25,032 $1.3M
BCU Wealth Advisors, LLC 0.59% Add +4.3% 25,007 $1.3M
Private Trust Co. NA 0.12% Add +13.8% 24,556 $1.3M
Barnes Wealth Management Group, Inc 0.76% Add +3.0% 24,507 $1.3M
Hurley Capital, LLC 0.91% Add +893.5% 24,461 $1.3M
Bank of Montreal 0.00% Add +78.7% 24,238 $1.3M
Redwood Investment Management, LLC 0.14% Add +11.3% 24,124 $1.3M
McKinley Carter Wealth Services, Inc. 0.07% Reduce -23.2% 24,074 $1.3M
Lifelong Wealth Advisors, Inc. 0.42% Add +1.9% 24,070 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -5.1% 23,653 $1.2M
Beacon Financial Planning, Inc. 0.70% Reduce -9.7% 23,647 $1.2M
Florida Financial Advisors, LLC 0.30% Add +159.5% 23,430 $1.2M
O'ROURKE & COMPANY, Inc 0.58% Add +15.3% 23,344 $1.2M
Joseph P. Lucia & Associates, LLC 0.50% Add +92.5% 23,302 $1.2M
WealthPLAN Partners, LLC 0.20% Add +1.4% 23,170 $1.2M
Unique Wealth Strategies, LLC 0.51% Reduce -1.0% 22,971 $1.2M
HFG Advisors, Inc. 0.96% Reduce -4.8% 22,864 $1.2M
Davis Wealth Advisors, LLC 1.25% Add +5.7% 22,304 $1.2M
Williams & Novak, LLC 1.00% Add +113.9% 22,296 $1.2M
Legacy Edge Advisors, LLC 0.16% Add +5.7% 22,063 $1.2M
Verus Capital Partners, LLC 0.10% Reduce -3.1% 21,974 $1.2M
Stratos Wealth Advisors, LLC 0.06% Add +41.9% 21,293 $1.1M
Garden State Investment Advisory Services LLC 0.30% Add +9.0% 21,235 $1.1M
KPP Advisory Services LLC 0.18% Add +14.3% 21,158 $1.1M
Richard P Slaughter Associates Inc 0.23% Add +31.8% 21,112 $1.1M
Wells Financial Advisors INC 1.51% Reduce -16.6% 20,830 $1.1M
Fullcircle Wealth LLC 0.41% Add +8.2% 20,796 $1.1M
Twin Peaks Wealth Advisors, LLC 0.35% Add +4.1% 20,636 $1.1M
Clearview Wealth Advisors LLC 0.76% Add +0.3% 20,643 $1.1M
Laffer Tengler Investments, Inc. 0.23% Reduce -0.1% 20,390 $1.1M
Heritage Family Offices, LLP 0.54% Add +0.2% 20,466 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -91.0% 20,244 $1.1M
Signature Resources Capital Management, LLC 0.65% New 20,118 $1.1M
Harbour Investments, Inc. 0.03% Add +18.7% 20,076 $1.1M
Sunbelt Securities, Inc. 0.09% Add +324.6% 20,017 $1.0M
Tempus Wealth Planning, LLC 0.26% Add +33.4% 19,701 $1.0M
Visionary Horizons, LLC 0.66% Add +17.8% 19,648 $1.0M
Creative Financial Designs Inc. 0.07% Reduce -17.5% 19,517 $1.0M
Western Wealth Management, LLC 0.06% Reduce -14.6% 19,460 $1.0M
Lionsbridge Wealth Management LLC 1.02% Add +3.3% 19,348 $1.0M
Robertson Stephens Wealth Management, LLC 0.04% Add +2.8% 19,259 $1.0M
L & S Advisors Inc 0.11% New 19,200 $1.0M
Walkner Condon Financial Advisors LLC 0.19% New 19,139 $1.0M
Signature Wealth Management Partners, LLC 0.58% Add +4.4% 19,071 $1.0M
Wealthgarden F.S. LLC 0.83% Add +81.0% 18,987 $1.0M
LifePlan Investment Advisors, Inc. 0.49% Add +17.3% 18,742 $990K
Regimen Wealth, LLC 0.30% Add +4.1% 18,540 $980K
PNC Financial Services Group, Inc. 0.00% Add +2401.2% 18,484 $977K
Spire Wealth Management 0.04% Reduce -4.3% 18,483 $977K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -79.7% 18,264 $965K
Mission Wealth Management, LP 0.02% Add +121.3% 18,193 $961K
First Heartland Consultants, Inc. 0.08% Add +17.1% 17,738 $937K
Freedom Investment Management, Inc. 0.07% Add +176.0% 17,573 $929K
Focus Partners Advisor Solutions, LLC 0.01% Add +102.6% 17,572 $929K
Rialto Wealth Management, LLC 0.26% Add +127.3% 17,532 $926K
Gotham Asset Management 0.01% Add +13.5% 17,464 $923K
Range Financial Group LLC 0.36% Add +27.3% 17,381 $918K
Wealthcare Advisory Partners LLC 0.02% Add +5.0% 17,351 $917K
Avid Wealth Partners LLC 0.52% Reduce -0.3% 17,075 $902K
Dohj, LLC 0.26% New 17,242 $894K
Signal Advisors Wealth, LLC 0.07% Add +25.7% 16,184 $855K
Emergent Wealth Advisors, LLC 0.54% Add +1.2% 16,015 $846K
Gen-Wealth Partners Inc 0.33% Add +4.8% 15,936 $842K
Gladstone Institutional Advisory LLC 0.03% Add +24.4% 15,766 $833K
Alterna Wealth Management, Inc. 0.66% Add +8.7% 15,639 $826K
Tyche Wealth Partners LLC 0.16% Add +230.8% 15,295 $808K
M1 Capital Management LLC 0.40% Add +2.6% 15,029 $794K
Waterfront Wealth Inc. 0.18% Reduce -1.3% 14,900 $787K
Integrated Advisors Network LLC 0.03% Add +36.6% 14,574 $770K
Kilter Group LLC 0.40% Add +19.8% 14,272 $754K
Keystone Wealth Services, LLC 0.18% New 14,024 $741K
RCS Financial Planning, LLC 0.36% Add +2.9% 13,763 $727K
Cassaday & Co Wealth Management LLC 0.02% No change 13,475 $712K
Kingswood Wealth Advisors, LLC 0.06% Add +39.5% 13,425 $709K
Captrust Financial Advisors 0.00% Reduce -7.0% 13,421 $709K
MKT Advisors LLC 0.28% Add +50.7% 13,433 $707K
Capital Investment Advisors, LLC 0.01% New 13,340 $705K
Sutton Place Investors LLC 0.42% Reduce -4.4% 13,312 $703K
Venturi Wealth Management, LLC 0.03% Add +0.0% 13,271 $701K
Old Mission Capital LLC 0.02% Reduce -1.7% 13,224 $699K
Oak Grove Capital LLC 0.16% Reduce -7.0% 13,200 $697K
Bush Investment Group, LLC 0.47% Add +3.9% 13,125 $694K
Beacon Financial Advisory LLC 0.18% Add +27.5% 13,087 $692K
Transcend Capital Advisors, LLC 0.05% Add +6.6% 13,057 $690K
Hancock Whitney Corp. 0.01% New 13,017 $688K
Maripau Wealth Management LLC 0.34% Add +5.6% 12,951 $684K
JT Stratford LLC 0.10% Add +13.9% 12,904 $682K
Wealthspire Advisors, LLC 0.00% New 12,789 $676K
Citadel Advisors 0.00% Reduce -67.5% 12,661 $669K
NewEdge Wealth, LLC 0.01% Add +36.1% 12,619 $666K
Yukon Wealth Management, Inc. 0.24% Add +6.2% 12,489 $660K
Two West Capital Advisors LLC 0.43% Add +85.5% 12,309 $649K
May Hill Capital, LLC 0.21% Add +149.8% 12,185 $644K
DAVENPORT & Co LLC 0.00% Reduce -0.3% 12,054 $637K
Autumn Glory Partners, LLC 0.30% Reduce -31.0% 12,012 $635K
Triton Wealth Management, PLLC 0.27% — 11,870 $625K
Pinnacle Associates Ltd. 0.01% New 11,755 $621K
Impact Partnership Wealth, LLC 0.11% New 11,461 $606K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.6% 11,451 $605K
Aspire Private Capital, LLC 0.14% Add +8.7% 11,395 $602K
Stevens Capital Partners 0.21% New 11,208 $592K
Nwam LLC 0.03% Reduce -4.2% 11,132 $587K
Maia Wealth LLC 0.11% Add +5.6% 11,102 $587K
MSH Capital Advisors LLC 0.17% Add +75.6% 10,980 $580K
Financial Partners Group, Inc 0.08% Add +2.2% 10,798 $571K
Swmg, LLC 0.19% Reduce -76.3% 10,805 $570K
Ausdal Financial Partners, Inc. 0.04% Add +21.1% 10,745 $568K
Avior Wealth Management, LLC 0.02% Reduce -0.2% 10,612 $561K
Transce3nd, LLC 0.23% Reduce -0.1% 10,460 $553K
Robinson Smith Wealth Advisors LLC 0.44% Add +0.9% 10,447 $552K
Avantra Family Wealth, Inc. 0.45% Reduce -0.2% 10,418 $550K
Retirement Wealth Solutions LLC 0.40% Add +15.0% 10,328 $546K
Beacon Pointe Advisors, LLC 0.01% Add +23.9% 10,261 $542K
Cibc World Market Inc. 0.00% Add +107.4% 10,182 $538K
LexAurum Advisors, LLC 0.08% Add +0.3% 9,793 $517K
Willis Johnson & Associates, Inc. 0.03% Reduce -0.2% 9,645 $510K
Investor's Fiduciary Advisor Network, LLC 0.19% Add +0.3% 9,645 $509K
Empirical Asset Management, LLC 0.16% Add +11.3% 9,616 $508K
Elios Financial Group Inc. 0.23% New 9,454 $500K
Keebeck Wealth Management 0.06% Reduce -60.8% 9,289 $491K
Smartleaf Asset Management LLC 0.04% Add +21800.0% 9,198 $485K
Goldman Sachs Group Inc. 0.00% Reduce -6.3% 9,020 $477K
Brookwood Investment Group LLC 0.08% Reduce -22.9% 9,001 $476K
MGB Wealth Management, LLC 0.16% New 9,000 $476K
Sowell Financial Services LLC 0.02% Add +6.4% 8,988 $475K
Resurgent Financial Advisors LLC 0.26% Add +1.5% 8,979 $474K
Winthrop Advisory Group LLC 0.05% Add +124.7% 8,847 $467K
Cary Street Partners Financial LLC 0.01% Add +0.3% 8,789 $464K
Moneywise, Inc. 0.21% Reduce -70.0% 8,574 $453K
Panoramic Investment Advisors, LLC 0.28% No change 8,550 $452K
Westbourne Investments, Inc. 0.24% New 8,450 $446K
EverSource Wealth Advisors, LLC 0.02% Reduce -26.4% 8,352 $441K
Signature Estate & Investment Advisors LLC 0.01% Add +88.3% 8,293 $438K
Objective Capital Management, LLC 0.49% Reduce -36.3% 8,229 $435K
Pullen Investment Management, LLC 0.26% Reduce -8.0% 8,222 $434K
W Advisors, LLC 0.25% Add +0.4% 8,214 $434K
PFG Investments, LLC 0.03% Add +6.3% 8,182 $432K
Syntegra Private Wealth Group, LLC 0.04% Reduce -1.0% 8,137 $430K
PUREfi Wealth, LLC 0.34% Add +78.2% 8,068 $426K
Benjamin Edwards Inc. 0.01% New 7,992 $422K
LGT Financial Advisors LLC 1.07% Add +6.3% 7,972 $421K
Secure Asset Management, LLC 0.08% Reduce -81.7% 7,946 $420K
OMNI 360 Wealth, Inc. 0.26% Add +11.2% 7,862 $415K
Absolute Capital Management, LLC 0.21% Add +7.7% 7,777 $411K
GeoWealth Management, LLC 0.02% Add +25.4% 7,667 $405K
WealthTrak Capital Management LLC 0.33% Add +21.7% 7,583 $401K
VestGen Investment Management 0.28% Reduce -2.0% 7,396 $391K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +70.1% 7,314 $386K
Sellwood Investment Partners LLC 0.18% Add +10.2% 7,188 $380K
Dudley Capital Management, LLC 0.19% Add +23.0% 7,075 $374K
Fortress Private Ledger, LLC 0.17% Reduce -9.5% 7,054 $373K
Coldstream Capital Management Inc. 0.01% Add +69.8% 6,998 $370K
Magnus Financial Group LLC 0.03% Reduce -18.9% 6,955 $367K
Sax Wealth Advisors, LLC 0.02% New 6,945 $367K
Cary Street Partners Investment Advisory LLC 0.17% Reduce -5.9% 6,691 $354K
Latitude Advisors, LLC 0.18% Add +3.0% 6,659 $352K
Wedbush Securities Inc. 0.01% Add +10.4% 6,564 $347K
Tradewinds, LLC. 0.26% New 6,420 $339K
Merkkuri Wealth Advisors LLC 0.26% Add +35.7% 6,420 $339K
Lion Street Advisors, LLC 0.10% New 6,355 $336K
MidAtlantic Capital Management, Inc. 0.24% Add +39.4% 6,293 $333K
Cooper Financial Group 0.04% Reduce -69.7% 6,213 $328K
Catalina Capital Group, LLC 0.22% Add +7.5% 6,182 $327K
E&G Advisors, LLC 0.08% Reduce -0.8% 6,118 $323K
Lantern Wealth Advisors, LLC 0.19% — 6,091 $322K
Journey Strategic Wealth LLC 0.01% Add +33.6% 6,074 $321K
Good Life Advisors, LLC 0.02% Add +0.9% 6,031 $319K
Mather Group, Llc. 0.00% Add +6.0% 5,915 $313K
PFG Advisors 0.01% New 5,879 $311K
TFB Advisors LLC 0.08% New 5,878 $311K
Milestone Asset Management Group, LLC 0.23% New 5,878 $311K
Hobbs Wealth Management, LLC 0.30% Add +4.6% 5,870 $310K
JFS Wealth Advisors, LLC 0.02% Reduce -0.8% 5,721 $302K
Atlantic Union Bankshares Corp 0.01% New 5,689 $301K
Roxbury Financial LLC 0.29% Add +62.2% 5,685 $300K
Mayfair Advisory Group, LLC 0.14% New 5,689 $300K
Pinnacle Family Advisors, LLC 0.15% Add +7.6% 5,652 $299K
Western Financial Corp 0.16% Reduce -1.1% 5,644 $298K
Essex Financial Services, Inc. 0.02% New 5,562 $294K
Endowment Wealth Management, Inc. 0.15% Add +1.4% 5,518 $292K
Semmax Financial Advisors Inc. 0.07% Add +19.1% 5,505 $291K
PKS Advisory Services, LLC 0.07% New 5,472 $289K
Savvy Advisors, Inc. 0.02% Add +8.3% 5,443 $288K
New England Private Wealth Advisors LLC 0.04% New 5,409 $285K
Regatta Capital Group, LLC 0.05% New 5,353 $283K
ORG Partners LLC 0.06% Add +195.6% 5,377 $283K
Perennial Investment Advisors, LLC 0.03% Add +20.9% 5,285 $279K
Blalock Williams, LLC 0.28% Add +4.7% 5,214 $276K
Herold Advisors, Inc. 0.06% Add +32.8% 5,183 $274K
Johnson Bixby & Associates, LLC 0.04% Add +12.1% 5,127 $271K
Richmond Investment Services, LLC 0.06% New 5,080 $268K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 5,046 $267K
Meridian Wealth Partners, LLC 0.04% Add +9.5% 5,033 $266K
Lido Advisors, LLC 0.00% Add +8.5% 5,001 $264K
Oregon Pacific Wealth Management, LLC 0.25% Add +5.4% 4,960 $262K
Legacy Capital Group California, Inc. 0.07% New 4,910 $259K
AdvisorNet Financial, Inc 0.02% Add +5.9% 4,831 $255K
World Equity Group, Inc. 0.07% Reduce -9.9% 4,812 $254K
First Foundation Advisors 0.01% New 4,790 $253K
Consolidated Portfolio Review Corp 0.04% Add +23.3% 4,784 $253K
Elevated Capital Advisors, LLC 0.07% No change 4,760 $249K
Oliver Lagore Vanvalin Investment Group 0.10% — 4,750 $249K
FLP Wealth Management, LLC 0.68% Add +2.7% 4,571 $242K
Private Wealth Partners, LLC 0.02% Reduce -52.6% 4,500 $238K
TCFG Wealth Management, LLC 0.11% No change 4,498 $238K
Meridian Wealth Management, LLC 0.01% Add +0.6% 4,486 $237K
Axxcess Wealth Management, LLC 0.01% Reduce -74.1% 4,399 $232K
Pinnacle Financial Group, LLC / IL 0.08% New 4,397 $232K
AQR Capital Management 0.00% Reduce -36.9% 4,285 $226K
BridgePort Financial Solutions, LLC 0.07% New 4,248 $224K
Aprio Wealth Management, LLC 0.03% Reduce -53.1% 4,218 $223K
Bison Wealth, LLC 0.02% Reduce -5.3% 4,164 $220K
FWG Investments, LLC. 0.16% New 4,076 $215K
Lockerman Financial Group, Inc. 0.28% Add +2.7% 3,943 $208K
Gilliland Jeter Wealth Management LLC 0.07% New 3,900 $206K
Strategy Asset Managers LLC 0.04% Reduce -74.1% 3,889 $205K
Ameritas Advisory Services, LLC 0.01% New 3,878 $205K
O'shaughnessy Asset Management, LLC 0.00% No change 3,820 $202K
Hutchens & Kramer Investment Management Group, LLC 0.09% Reduce -45.5% 3,815 $201K
BLVD Private Wealth, LLC 0.19% — 3,788 $200K
Colonial Trust Co / SC 0.03% New 3,646 $193K
Aptus Capital Advisors, LLC 0.00% Reduce -18.4% 3,470 $183K
Golden State Wealth Management, LLC 0.02% Reduce -22.7% 3,103 $164K
Exchange Traded Concepts, LLC 0.00% New 2,681 $142K
Lanark Financial, Inc. 0.01% No change 2,442 $129K
Centaurus Financial, Inc. 0.01% Add +26.3% 2,437 $129K
MassMutual Private Wealth & Trust, FSB 0.00% Add +16.9% 2,263 $120K
Harbor Investment Advisory, LLC 0.01% Add +8.6% 2,127 $112K
Ameriflex Group, Inc. 0.05% Add +1.3% 1,684 $89K
Sound Income Strategies, LLC 0.00% Add +547.6% 1,632 $86K
Geneos Wealth Management Inc. 0.00% Add +858.9% 1,563 $83K
Raleigh Capital Management Inc. 0.03% Reduce -4.8% 1,492 $79K
TD Waterhouse Canada Inc. 0.00% No change 1,425 $75K
Elequin Capital, LP 0.02% New 1,365 $72K
Allworth Financial LP 0.00% Add +64.0% 1,145 $60K
Montag A & Associates Inc. 0.00% No change 1,061 $56K
MAI Capital Management 0.00% Add +32.2% 838 $44K
Cornerstone Planning Group LLC 0.01% Reduce -33.8% 802 $42K
Quest 10 Wealth Builders, Inc. 0.04% Add +1.5% 751 $40K
Park Place Capital Corp 0.01% No change 586 $31K
Zions Bancorporation, National Association 0.00% No change 575 $30K
Fifth Third Bancorp 0.00% Reduce -34.8% 460 $24K
Rossby Financial, LCC 0.01% Add +215.6% 445 $24K
Evolution Wealth Management Inc. 0.03% — 419 $22K
Arax Advisory Partners 0.00% Add +469.6% 393 $21K
Creative Capital Management Investments LLC 0.01% New 378 $20K
Hollencrest Capital Management 0.00% Add +54.6% 320 $17K
Beacon Capital Management, LLC 0.00% No change 286 $15K
High Note Wealth, LLC 0.00% No change 193 $10K
Bellevue Asset Management, LLC 0.00% Reduce -36.2% 192 $10K
Accredited Wealth Management, LLC 0.01% New 160 $8K
REAP Financial Group, LLC 0.00% No change 141 $7K
Eastern Bank 0.00% New 139 $7K
NBT Bank, N.A. 0.00% Add +64.6% 130 $7K
Rosenberg Matthew Hamilton 0.00% No change 106 $6K
Barnes Dennig Private Wealth Management LLC 0.01% No change 103 $5K
Fourth Dimension Wealth, LLC 0.00% New 94 $5K
Investors Research Corp 0.00% Reduce -51.8% 93 $5K
DHJJ Financial Advisors, Ltd. 0.00% Add +1.2% 87 $5K
Archer Investment Corp 0.00% New 83 $4K
Park Square Financial Group, LLC 0.00% Add +1.4% 75 $4K
Frazier Financial Advisors, LLC 0.00% No change 60 $3K
Team Financial Group, LLC 0.00% New 58 $3K
Clearstead Advisors, LLC 0.00% No change 40 $2K
Alerus Financial NA 0.00% New 39 $2K
Clean Yield Group 0.00% No change 34 $2K
Iron Horse Wealth Management, LLC 0.00% New 32 $2K
Strategic Wealth Partners, Ltd. 0.00% — 24 $1K
North Capital, Inc. 0.00% No change 21 $1K
Citigroup Inc. 0.00% New 11 $581

"% 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.