iShares Flex I A ETF-UsdBINCETF

13F holders, Q3 2025 (September 30)
633holders +51
78new positions
22sold out
4famous investors
$53.24avg. 13F price*

At the end of Q3 2025, 633 institutions reported holding iShares Flex I A ETF-Usd Inc. (BINC) in their 13F filings, up 51 from Q2 2025. 78 opened new positions and 22 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), LPL Financial LLC ($749.2M) and JPMorgan Chase & Co. ($601.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
iShares Flex I A ETF-Usd Inc.
Filed as
BLACKROCK ETF TRUST II (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions78$233.5M
Exits22$50.6M

All 13F filers, Q2 2025 → Q3 2025: 48,626,231 shares bought and 2,581,242 shares sold, net +46,044,989 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 633 holders

Envestnet Asset Management Inc. 0.42% Add +19.2% 27,211,312 $1.4B
LPL Financial LLC 0.22% Add +31.2% 14,072,310 $749.2M
JPMorgan Chase & Co. 0.04% Add +4.5% 11,296,259 $601.4M
BlackRock, Inc. 0.01% Add +7.2% 10,435,694 $555.6M
Bank of America Corp. 0.04% Add +44.0% 8,923,124 $475.1M
Morgan Stanley 0.03% Add +34.2% 7,746,289 $412.4M
PNC Financial Services Group, Inc. 0.22% Add +37441.3% 6,939,129 $369.4M
Ameriprise Financial Inc. 0.08% Add +57.6% 6,808,502 $362.4M
Dynasty Wealth Management, LLC 4.53% Add +10.8% 6,375,936 $339.5M
Cetera Investment Advisers 0.25% Add +45.2% 4,056,020 $215.9M
UBS Group AG 0.04% Add +36.0% 3,964,034 $211.0M
Sequoia Financial Advisors, LLC 1.23% Add +67.9% 3,788,082 $201.7M
Wells Fargo & Company 0.04% Add +58.7% 3,496,032 $186.1M
Quotient Wealth Partners, LLC 5.00% Add +5.5% 3,432,142 $182.7M
MML Investors Services, LLC 0.37% Add +27.8% 2,589,855 $137.9M
Sagespring Wealth Partners, LLC 2.66% Add +7.9% 2,554,199 $136.0M
Envestnet Portfolio Solutions, Inc. 0.49% Add +9.3% 2,517,582 $134.0M
Americana Partners, LLC 3.36% Add +5.4% 2,095,582 $111.6M
Merit Financial Group, LLC 0.98% Add +48.9% 2,006,972 $106.9M
Cwm, LLC 0.31% Add +0.2% 1,936,512 $103.1M
Wharton Business Group, LLC 4.24% Add +15.0% 1,821,020 $97.0M
Park Avenue Securities LLC 0.73% Add +15.4% 1,748,170 $93.1M
Royal Bank of Canada 0.02% Add +22.9% 1,694,967 $90.2M
Janney Montgomery Scott LLC 0.19% Add +9.4% 1,514,034 $80.6M
Commonwealth Equity Services, LLC 0.10% Add +13.5% 1,487,719 $79.2M
OneDigital Investment Advisors LLC 0.74% Add +15.0% 1,354,698 $72.1M
Bank of New York Mellon Corp 0.01% Add +17.4% 1,349,226 $71.8M
Synovus Financial Corp. 0.73% Add +5.5% 1,203,741 $64.1M
Integrated Wealth Concepts LLC 0.57% Reduce -9.2% 1,197,987 $63.8M
Raymond James Financial Inc. 0.02% Add +30.3% 1,155,863 $61.5M
Kestra Investment Management, LLC 1.65% Add +5.5% 1,154,612 $61.5M
Osaic Holdings, Inc. 0.08% Add +25.6% 1,133,061 $60.3M
MCF Advisors LLC 3.54% Add +13.8% 1,085,864 $57.8M
Lanham O'Dell & Company, Inc. 18.19% Add +630.3% 1,072,994 $57.1M
HighTower Advisors, LLC 0.06% Add +11.4% 1,013,492 $54.0M
NewEdge Advisors, LLC 0.24% Add +17.0% 994,255 $52.9M
Falcon Wealth Planning 4.70% Add +7.6% 981,235 $52.2M
Pacific Sage Partners, LLC 8.72% New 977,929 $52.1M
United Capital Financial Advisors, LLC 0.36% Add +13.0% 937,094 $49.9M
Stifel Financial Corp. 0.04% Add +12.3% 891,938 $47.5M
Foundations Investment Advisors, LLC 0.59% Add +2.9% 760,868 $40.5M
Equitable Holdings, Inc. 0.29% Add +9.9% 743,909 $39.6M
Madison Wealth Partners, Inc 7.74% Add +10.8% 735,446 $39.2M
Thrivent Financial for Lutherans 0.07% Add +2189.6% 686,156 $36.5M
Mgo One Seven LLC 0.82% Add +140.1% 668,594 $35.6M
Evergreen Capital Management LLC 0.81% Reduce -0.7% 642,226 $34.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +101.7% 625,976 $33.3M
Arete Wealth Advisors, LLC 2.05% Add +1051.5% 614,834 $32.7M
Truist Financial Corp. 0.04% Add +11.4% 612,996 $32.6M
Royal Harbor Partners, LLC 10.68% Reduce -0.9% 591,290 $31.5M
Composition Wealth, LLC 0.46% Add +24.7% 579,485 $30.9M
Renaissance Technologies 0.04% Reduce -6.8% 572,653 $30.5M
Jones Financial Companies LLLP 0.02% Add +46.4% 568,451 $30.2M
CGN Advisors LLC 2.45% Add +5.0% 559,156 $29.8M
Assetmark, Inc. 0.06% Add +55.0% 553,703 $29.5M
Stratos Wealth Partners, LTD. 0.34% Reduce -13.1% 540,586 $28.8M
Parallel Advisors, LLC 0.50% Add +50.0% 511,503 $27.2M
Grantvest Financial Group LLC 18.66% Add +1.5% 507,635 $27.0M
Kestra Advisory Services, LLC 0.12% Reduce -2.5% 497,508 $26.5M
Legacy Financial Group LLC 3.40% Add +4.8% 487,499 $26.0M
Ogorek Anthony Joseph /NY/ 7.08% Add +8.0% 464,996 $24.8M
Frisch Financial Group, Inc. 5.73% New 462,886 $24.6M
Lineweaver Wealth Advisors, LLC 3.60% Add +5.1% 461,707 $24.6M
Pallas Capital Advisors LLC 0.90% Add +2.9% 458,739 $24.4M
Lhm, Inc. 7.69% Reduce -18.3% 436,508 $23.2M
Centerline Wealth Advisors, LLC 10.11% Add +7.3% 436,148 $23.2M
NorthCoast Asset Management LLC 0.09% Add +1.4% 435,163 $23.2M
Private Advisor Group, LLC 0.11% Add +20.8% 430,110 $22.9M
Vivid Wealth Management, LLC 8.88% Add +79.7% 419,425 $22.3M
Jane Street Group, LLC 0.03% New 416,880 $22.2M
Gries Financial LLC 3.50% Add +9.8% 416,114 $22.2M
Vantage Financial Partners, LLC 4.60% Add +8.3% 410,549 $21.9M
IHT Wealth Management, LLC 0.55% Reduce -19.6% 409,624 $21.8M
CreativeOne Wealth, LLC 0.52% Add +6.8% 401,920 $21.4M
Summit Financial, LLC 0.32% New 388,586 $20.7M
Cambridge Investment Research Advisors, Inc. 0.05% Add +13.0% 371,952 $19.8M
Kingsview Wealth Management, LLC 0.29% Add +637.3% 361,444 $19.2M
JB Capital LLC 0.79% Add +9.8% 344,623 $18.3M
Rivernorth Capital Management, LLC 1.05% Add +14.1% 343,889 $18.3M
Mariner, LLC 0.02% Add +126.0% 340,277 $18.1M
Ascent Group, LLC 0.63% Add +11.2% 333,660 $17.8M
McMorgan & Co. LLC 2.68% Add +20.6% 327,461 $17.4M
Horst & Graben Wealth Management LLC 2.65% Add +1.6% 325,764 $17.3M
Sharkey, Howes & Javer 2.21% Add +9.9% 323,381 $17.2M
Faithward Advisors, LLC 2.55% New 321,767 $17.1M
SteelPeak Wealth, LLC 0.56% Add +27.6% 313,161 $16.7M
Pennsylvania Capital Management Inc. 4.80% Add +206.9% 308,921 $16.4M
Compound Planning, Inc. 0.52% Add +453.5% 302,765 $16.1M
Kelly Financial Services LLC 4.15% Add +11.7% 300,764 $16.0M
US Bancorp \de 0.02% Add +7.2% 299,243 $15.9M
AE Wealth Management LLC 0.10% Add +36.1% 296,412 $15.8M
Baird Financial Group, Inc. 0.03% Add +4.2% 293,993 $15.7M
Financial Management Network Inc. 2.54% Add +5.1% 289,578 $15.4M
Fifth Third Bancorp 0.05% Add +62459.1% 287,772 $15.3M
Signet Financial Management, LLC 1.76% Add +25.2% 284,535 $15.1M
Arax Advisory Partners 0.22% Add +72171.5% 284,027 $15.1M
Kavar Capital Partners Group, LLC 2.01% Add +89.6% 283,430 $15.1M
Condor Capital Management 1.22% Add +4.5% 278,938 $14.9M
WJ Wealth Management, LLC 6.38% Add +930.6% 272,556 $14.5M
Advocacy Wealth Management, LLC 0.63% Reduce -51.2% 272,354 $14.5M
Scotia Capital Inc. 0.06% Add +18.3% 263,993 $14.1M
Capital Analysts, LLC 0.40% Reduce -3.9% 258,947 $13.8M
Breakwater Capital Group 2.02% Add +18.9% 256,334 $13.6M
CFS Investment Advisory Services, LLC 0.97% Reduce -6.9% 245,724 $13.1M
Summit Wealth Partners, LLC 2.28% Add +26.3% 237,588 $12.6M
Asio Capital, LLC 1.87% Add +133.6% 234,623 $12.5M
Scissortail Wealth Management, LLC 2.67% Add +0.7% 230,146 $12.3M
Van Hulzen Asset Management, LLC 0.89% Add +4.7% 224,336 $11.9M
Atria Investments, Inc 0.13% Reduce -9.1% 220,221 $11.7M
NorthRock Partners, LLC 0.21% New 218,663 $11.6M
Investment Planning Advisors, Inc. 3.65% Add +8.8% 217,807 $11.6M
CVA Family Office, LLC 1.49% Add +32.6% 217,142 $11.6M
Eclectic Associates Inc. 2.11% Add +53.1% 215,562 $11.5M
Eaton Financial Holdings Company, LLC 3.17% Add +499.5% 211,411 $11.3M
Austin Private Wealth, LLC 0.86% Reduce -3.1% 209,281 $11.1M
Icon Wealth Advisors, LLC 0.76% Add +0.3% 209,170 $11.1M
Global Wealth Strategies & Associates 2.80% Add +4.2% 204,462 $10.9M
Corient Private Wealth LP 0.02% Add +127.7% 194,695 $10.4M
Rockefeller Capital Management L.P. 0.02% Add +16.9% 193,431 $10.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.59% Add +12.8% 191,869 $10.2M
High Falls Advisors, Inc 2.06% Add +2.4% 187,614 $10.0M
Readystate Asset Management LP 0.97% New 187,500 $10.0M
Perigon Wealth Management, LLC 0.20% Add +17.8% 185,759 $9.9M
Farther Finance Advisors, LLC 0.15% Add +26.0% 185,545 $9.9M
Marest Capital, LLC 6.00% New 185,282 $9.9M
Steward Partners Investment Advisory, LLC 0.06% Add +26.4% 185,149 $9.9M
JT Stratford LLC 1.32% Add +1325.4% 183,939 $9.8M
Modern Wealth Management, LLC 0.19% Add +46.3% 180,428 $9.6M
Kestra Private Wealth Services, LLC 0.12% Add +43.1% 178,413 $9.5M
Elevatus Welath Management 2.68% Add +12.6% 174,087 $9.3M
Stephens Inc. 0.12% Add +283.4% 172,953 $9.2M
Ullmann Wealth Partners Group, LLC 1.01% Add +68.9% 172,898 $9.2M
Scarborough Advisors, LLC 1.61% Reduce -36.1% 171,583 $9.1M
Strategic Blueprint, LLC 0.40% Add +11.5% 171,224 $9.1M
Tidemark, LLC 2.66% Add +13.9% 171,214 $9.1M
Vestmark Advisory Solutions, Inc. 0.17% Reduce -53.6% 166,613 $8.9M
Triad Wealth Partners, LLC 1.14% Add +5.4% 166,064 $8.8M
Signal Tree Financial Partners LLC 7.00% Add +9.6% 166,270 $8.8M
Founders Grove Wealth Partners, LLC 2.05% Reduce -4.5% 163,885 $8.7M
HCR Wealth Advisors 0.90% Add +21.3% 163,166 $8.7M
RFG - Bristol Wealth Advisors, LLC 2.50% New 162,302 $8.6M
Security Financial Services, INC. 1.40% Reduce -6.4% 162,221 $8.6M
Global Retirement Partners, LLC 0.19% Add +16.1% 161,255 $8.6M
Orion Porfolio Solutions, LLC 0.07% Add +6.1% 159,689 $8.5M
Jmac Enterprises LLC 1.68% Add +7.1% 159,160 $8.5M
One Wealth Advisors, LLC 1.06% Add +11.9% 158,593 $8.4M
&partners 0.05% Add +28.2% 155,699 $8.3M
Waverly Advisors, LLC 0.08% Add +20.8% 154,437 $8.2M
World Investment Advisors 0.17% Add +34.5% 152,288 $8.1M
KWB Wealth 0.89% Add +10.1% 152,361 $8.1M
Stone House Investment Management, LLC 1.36% Add +6.0% 151,152 $8.0M
STAR Financial Bank 4.54% Add +124.8% 144,204 $7.7M
Blair William & Co. 0.02% Add +260.3% 141,930 $7.6M
Unique Wealth, LLC 1.11% Add +18.2% 141,877 $7.6M
Stokes Family Office, LLC 0.72% Add +4.0% 141,696 $7.5M
Alternative Investment Advisors, LLC. 3.42% New 141,347 $7.5M
Eldridge Investment Advisors, Inc. 1.71% Reduce -6.0% 140,704 $7.5M
Trek Financial, LLC 0.44% Add +18.2% 138,625 $7.4M
Advisory Services Network, LLC 0.11% Add +181.1% 136,634 $7.3M
Apeiron RIA LLC 1.62% Add +11.8% 135,905 $7.2M
McNaughton Wealth Management, LLC 3.03% Add +6.2% 135,019 $7.2M
Beacon Bridge Wealth Partners, LLC 2.54% Add +0.2% 134,137 $7.1M
Tsfg, LLC 1.12% Add +9.9% 133,008 $7.1M
TSA Wealth Managment LLC 2.38% Add +2.5% 131,569 $7.0M
Invst, LLC 0.78% Add +21.6% 128,930 $6.9M
Concurrent Investment Advisors, LLC 0.12% Add +110.7% 125,876 $6.7M
Gateway Wealth Partners, LLC 0.90% Add +17.8% 125,633 $6.7M
Ancora Advisors LLC 0.13% Add +21.8% 124,971 $6.7M
Cedar Mountain Advisors, LLC 1.26% Add +18.7% 121,935 $6.5M
Family Manage LLC 0.90% Add +23.5% 121,815 $6.5M
Diversify Advisory Services, LLC 0.22% Add +25.8% 121,456 $6.4M
Tableaux LLC 2.45% Add +50.0% 115,028 $6.1M
Integrity Alliance, Llc. 0.29% Add +8.9% 114,990 $6.1M
Heritage Trust Co 0.65% Add +60.4% 114,609 $6.1M
J.W. Cole Advisors, Inc. 0.12% Add +10.8% 114,251 $6.1M
Blue Trust, Inc. 0.07% Reduce -14.6% 108,711 $5.8M
Bay Rivers Group 2.43% Add +87.2% 108,435 $5.8M
Apex Wealth Management, LLC 4.07% Add +1.1% 106,817 $5.7M
BCGM Wealth Management, LLC 1.47% Add +8.4% 106,359 $5.7M
Wealth Alliance, LLC 0.58% Add +29.8% 105,080 $5.6M
Shared Vision Wealth Group LLC 2.33% Add +14.2% 102,952 $5.5M
FFG Retirement Advisors LLC 3.39% Add +0.3% 102,554 $5.5M
Capital Advisors Wealth Management, LLC 0.78% Add +12.7% 102,407 $5.5M
ONE Advisory Partners, LLC 1.66% Add +10.3% 102,283 $5.4M
Shepherd Financial Partners LLC 0.51% Reduce -46.9% 100,390 $5.3M
Brookstone Capital Management 0.06% Add +12.7% 100,375 $5.3M
Cyndeo Wealth Partners, LLC 0.30% Add +3.7% 100,370 $5.3M
Citadel Advisors 0.00% Add +687.2% 99,672 $5.3M
Goldstein Advisors, LLC 0.63% Add +11.9% 97,419 $5.2M
Ashton Thomas Private Wealth, LLC 0.13% Add +41.9% 97,351 $5.2M
Focus Partners Wealth 0.01% Add +11.9% 96,858 $5.2M
Trivium Point Advisory, LLC 0.53% New 96,766 $5.2M
Detalus Advisors, LLC 1.31% Add +37.5% 95,014 $5.1M
Advus Financial Partners, LLC 1.21% Add +6.0% 94,606 $5.0M
U.S. Capital Wealth Advisors, LLC 0.13% Add +18.4% 93,831 $5.0M
Comerica Bank 0.02% Add +126.4% 93,080 $5.0M
Cornerstone Wealth Group, LLC 0.33% Add +8.2% 92,424 $4.9M
Foundry Financial Group, Inc. 2.58% Add +9.9% 92,291 $4.9M
Mutual Advisors, LLC 0.11% Reduce -7.1% 91,590 $4.9M
Beacon Financial Group 0.48% Add +22.8% 91,171 $4.9M
Sovran Advisors, LLC 0.43% Add +48.6% 90,722 $4.8M
Bay Harbor Wealth Management, LLC 1.29% Add +5.0% 90,019 $4.8M
Midwest Capital Advisors, LLC 2.28% Reduce -6.5% 88,834 $4.7M
ShoreHaven Wealth Partners, LLC 1.74% Reduce -17.0% 88,471 $4.7M
PAX Financial Group, LLC 0.83% Add +7.5% 86,537 $4.6M
SigFig Wealth Management, LLC 0.14% Add +7.1% 86,363 $4.6M
Synergy Investment Management, LLC 1.75% New 85,905 $4.6M
Masso Torrence Wealth Management Inc. 1.89% Add +0.5% 85,163 $4.5M
New Capital Management LP 1.18% Reduce -3.5% 84,538 $4.5M
Rollins Financial Advisors, LLC 0.68% Add +14.8% 84,231 $4.5M
IFG Advisory, LLC 0.20% Add +201.2% 84,047 $4.5M
Buttonwood Financial Group, LLC 1.87% Add +37.6% 81,444 $4.3M
Valmark Advisers, Inc. 0.06% Add +26.1% 80,919 $4.3M
Regal Investment Advisors LLC 0.28% Add +26.6% 80,732 $4.3M
Embree Financial Group 0.57% Add +17.5% 80,352 $4.3M
Carson Advisory Inc. 2.28% Add +9.0% 79,472 $4.2M
WBH Advisory Inc. 0.32% Add +92.8% 79,066 $4.2M
Able Wealth Management LLC 1.58% Add +16.3% 78,949 $4.2M
Cobblestone Asset Management LLC 1.90% Add +5.2% 78,161 $4.2M
Mayflower Financial Advisors, LLC 0.52% Add +7.8% 77,576 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +32.1% 77,658 $4.1M
SWP Financial LLC 2.06% Add +4.7% 76,148 $4.1M
Prospera Financial Services Inc 0.07% Add +49.8% 75,941 $4.0M
Matrix Private Capital Group LLC 2.11% Add +83.7% 74,639 $4.0M
Afg Fiduciary Services Limited Partnership 2.29% Reduce -6.1% 74,122 $3.9M
Snowden Capital Advisors LLC 0.11% Add +14.7% 73,429 $3.9M
Central Pacific Bank - Trust Division 0.49% New 73,376 $3.9M
Koshinski Asset Management, Inc. 0.27% New 71,747 $3.8M
Moloney Securities Asset Management, LLC 0.46% Add +1.9% 71,558 $3.8M
Flow Traders U.S. LLC 0.15% New 71,215 $3.8M
Financial Life Advisors 1.20% Add +4.6% 70,337 $3.7M
Kickstand Ventures, Llc. 0.82% Add +8.7% 70,071 $3.7M
True Vision MN LLC 1.91% Add +6.6% 68,955 $3.7M
ArborFi Advisors, LLC 2.96% Add +45.2% 68,298 $3.6M
Ehrlich Financial Group 2.12% Add +7.3% 67,168 $3.6M
IFP Advisors, Inc 0.09% Add +15.7% 66,786 $3.6M
Focus Financial Network, Inc. 0.13% Add +23.1% 66,688 $3.6M
Joseph P. Lucia & Associates, LLC 1.34% Add +186.1% 66,669 $3.5M
Canvas Wealth Advisors, LLC 0.64% Add +21.5% 66,274 $3.5M
Spectrum Planning & Advisory Services Inc. 1.98% Reduce -2.6% 65,748 $3.5M
Onyx Bridge Wealth Group LLC 0.38% Add +38.8% 65,627 $3.5M
Keystone Financial Services 1.03% Add +3.5% 62,676 $3.3M
Tritonpoint Wealth, LLC 0.29% Add +4.8% 62,455 $3.3M
Pettinga Financial Advisors LLC 0.65% Add +36.3% 62,370 $3.3M
Allen Capital Group, LLC 0.32% Add +8.6% 62,268 $3.3M
BOS Asset Management, LLC 0.93% Add +9.2% 61,998 $3.3M
Braun-Bostich & Associates Inc. 2.08% Reduce -22.2% 61,970 $3.3M
Robertson Stephens Wealth Management, LLC 0.10% Add +219.0% 61,443 $3.3M
Apollon Wealth Management, LLC 0.06% Add +18.6% 61,192 $3.3M
Bluesphere Advisors LLC 1.49% Reduce -1.8% 60,858 $3.2M
Betterment LLC 0.01% Add +3.4% 60,704 $3.2M
Castle Wealth Management LLC 1.09% Add +40.1% 60,417 $3.2M
Wetzel Investment Advisors, Inc. 1.37% Add +14.3% 59,907 $3.2M
Vermillion & White Wealth Management Group, LLC 1.81% Add +4.1% 59,674 $3.2M
Mengis Capital Management, Inc. 0.62% Add +5.4% 58,636 $3.1M
Centurion Wealth Management LLC 0.71% Add +5.2% 58,152 $3.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Reduce -3.4% 57,700 $3.1M
Cypress Wealth Services, LLC 0.50% Add +4.8% 57,252 $3.0M
RMR Capital Management, LLC 2.10% Add +23.7% 56,476 $3.0M
WCG Wealth Advisors LLC 0.19% Add +4.5% 56,370 $3.0M
Simplicity Wealth,LLC 0.17% Reduce -49.5% 56,361 $3.0M
Csenge Advisory Group 0.14% Add +32.1% 56,178 $3.0M
Independent Financial Group, LLC 0.07% Reduce -17.8% 54,885 $2.9M
Liberty Wealth Management LLC 0.41% Add +7.7% 54,860 $2.9M
Autumn Glory Partners, LLC 1.19% Add +353.5% 54,470 $2.9M
WealthShield Partners, LLC 0.33% Add +4.2% 54,028 $2.9M
Sofi Wealth, LLC 0.15% Add +6.3% 53,168 $2.8M
Castle Rock Wealth Management, LLC 0.61% Reduce -0.4% 51,638 $2.7M
Medallion Wealth Advisors, LLC 0.95% Add +14.1% 50,308 $2.7M
Arkadios Wealth Advisors 0.07% Add +66.1% 50,147 $2.7M
DecisionMap Wealth Management, LLC 1.69% Add +2.3% 49,467 $2.6M
Principal Securities, Inc. 0.04% Add +35.8% 48,792 $2.6M
Keystone Financial Group 0.20% Add +8.3% 48,766 $2.6M
Tennessee Valley Asset Management Partners 0.35% New 48,762 $2.6M
Sigma Planning Corp 0.07% Add +5.0% 48,540 $2.6M
West Wealth Group, LLC 0.57% Add +8.0% 47,892 $2.5M
Ashton Thomas Securities, LLC 0.35% Reduce -5.9% 47,704 $2.5M
Optivise Advisory Services LLC 1.51% Add +36.6% 47,687 $2.5M
Endeavor Private Wealth, Inc. 0.78% Add +5.5% 47,322 $2.5M
Argent Trust Co 0.09% Add +2.1% 47,268 $2.5M
Williams Jones Wealth Management, LLC. 0.03% Reduce -11.3% 46,492 $2.5M
5T Wealth, LLC 1.06% Add +15.1% 45,795 $2.4M
Theory Financial LLC 0.85% Add +11.1% 45,342 $2.4M
MA Private Wealth 0.41% Add +0.7% 45,243 $2.4M
TBH Global Asset Management, LLC 0.47% Add +40.1% 45,139 $2.4M
TrueMark Investments, LLC 0.41% New 43,889 $2.3M
Leigh Baldwin & Co., LLC 1.30% Add +14.2% 43,328 $2.3M
Beckerman Institutional, LLC 1.35% Add +4.8% 43,154 $2.3M
Atlatl Advisers LLC 0.90% Reduce -2.0% 42,492 $2.3M
Brooks, Moore & Associates, Inc. 1.13% Add +20.4% 42,045 $2.2M
Royal Capital Wealth Management, LLC 1.36% Add +3.4% 41,769 $2.2M
GeoWealth Management, LLC 0.08% Add +441.7% 41,534 $2.2M
Hoxton Planning & Management, LLC 0.69% Add +14.5% 40,434 $2.2M
Certus Wealth Management, LLC 1.25% Add +14.9% 39,389 $2.1M
Hurley Capital, LLC 1.17% Add +60.1% 39,153 $2.1M
NTV Asset Management LLC 0.23% New 39,050 $2.1M
CIBC Private Wealth Group LLC 0.00% Add +31.1% 38,775 $2.1M
Watershed Private Wealth LLC 0.65% Add +20.2% 38,706 $2.1M
Tradition Wealth Management, LLC 0.15% Add +19.9% 38,452 $2.0M
Ewa, LLC 0.55% Add +4.7% 37,598 $2.0M
Vertex Planning Partners, LLC 0.38% Add +6.0% 37,571 $2.0M
Cornerstone Planning Group LLC 0.32% Add +4543.9% 37,244 $2.0M
Claro Advisors Inc. 0.29% Add +39.0% 36,809 $2.0M
O'ROURKE & COMPANY, Inc 0.82% Add +57.0% 36,657 $2.0M
MAS Advisors LLC 2.99% Add +7.0% 35,510 $1.9M
Wells Financial Advisors INC 2.52% Add +69.9% 35,390 $1.9M
Stratos Wealth Advisors, LLC 0.09% Add +64.7% 35,070 $1.9M
Cypress Capital Group 0.22% Add +22.4% 35,040 $1.9M
RDA Financial Network 0.45% Add +26.6% 34,525 $1.8M
BlackDiamond Wealth Management, LLC 0.99% Add +13.0% 33,982 $1.8M
Copperleaf Capital, LLC 0.86% Add +6.3% 33,514 $1.8M
Fiduciary Trust Co 0.02% New 33,138 $1.8M
Creative Planning 0.00% Add +16.7% 32,031 $1.7M
Client 1ST Advisory Group, LLC 0.57% Add +3.7% 32,018 $1.7M
Verus Capital Partners, LLC 0.13% Add +39.3% 30,609 $1.6M
Northwest Capital Management Inc 1.70% Reduce -16.2% 30,407 $1.6M
Sculati Wealth Management, LLC 0.57% Reduce -19.7% 30,292 $1.6M
One Wealth Capital Management, LLC 0.72% Add +9.9% 29,962 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.20% Add +11.4% 29,829 $1.6M
Lansing Street Advisors 0.41% New 29,308 $1.6M
Element Wealth, LLC 0.68% Add +11.2% 29,242 $1.6M
Avidian Wealth Enterprises, LLC 0.06% Add +12.8% 28,959 $1.5M
Rothschild Wealth LLC 0.33% Reduce -0.2% 28,741 $1.5M
L & S Advisors Inc 0.16% Add +48.4% 28,500 $1.5M
Strategic Equity Management 0.55% Add +3.8% 27,955 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +17.8% 27,855 $1.5M
Cerity Partners LLC 0.00% Reduce -6.8% 27,433 $1.5M
Empire Financial Management Company, LLC 0.33% Add +1.2% 27,381 $1.5M
Redwood Investment Management, LLC 0.16% Add +13.4% 27,355 $1.5M
Legacy Edge Advisors, LLC 0.17% Add +22.8% 27,094 $1.4M
John W. Brooker & Co., CPAs 2.92% Reduce -5.3% 27,010 $1.4M
WealthPLAN Partners, LLC 0.21% Add +14.7% 26,581 $1.4M
Private Trust Co. NA 0.12% Add +7.3% 26,361 $1.4M
Firethorn Wealth Partners, LLC 0.55% Reduce -0.1% 26,334 $1.4M
RFG Advisory, LLC 0.03% Reduce -6.3% 26,320 $1.4M
HFG Advisors, Inc. 1.03% Add +14.6% 26,199 $1.4M
Lifelong Wealth Advisors, Inc. 0.41% Add +8.0% 26,004 $1.4M
BCU Wealth Advisors, LLC 0.56% Add +3.9% 25,989 $1.4M
Harbour Investments, Inc. 0.03% Add +27.9% 25,674 $1.4M
Captrust Financial Advisors 0.00% Add +91.2% 25,665 $1.4M
Creative Financial Designs Inc. 0.09% Add +31.4% 25,643 $1.4M
Impact Partnership Wealth, LLC 0.20% Add +121.4% 25,370 $1.4M
Williams & Novak, LLC 1.03% Add +12.9% 25,173 $1.3M
Laffer Tengler Investments, Inc. 0.25% Add +21.9% 24,852 $1.3M
Tyche Wealth Partners LLC 0.23% Add +61.6% 24,725 $1.3M
Barnes Wealth Management Group, Inc 0.72% Reduce -0.2% 24,467 $1.3M
Twin Peaks Wealth Advisors, LLC 0.44% Add +18.5% 24,462 $1.3M
Davis Wealth Advisors, LLC 1.17% Add +9.5% 24,414 $1.3M
Vise Technologies, Inc. 0.05% New 24,308 $1.3M
A4 Wealth Advisors LLC 1.08% — 24,144 $1.3M
Visionary Horizons, LLC 0.72% Add +22.6% 24,091 $1.3M
KPP Advisory Services LLC 0.19% Add +13.8% 24,086 $1.3M
Beacon Financial Planning, Inc. 0.66% Add +1.3% 23,945 $1.3M
Lionsbridge Wealth Management LLC 1.25% Add +23.5% 23,892 $1.3M
Fairvoy Private Wealth, LLC 0.29% Reduce -5.1% 23,750 $1.3M
Heritage Family Offices, LLP 0.58% Add +14.0% 23,333 $1.2M
Unique Wealth Strategies, LLC 0.49% Add +1.2% 23,248 $1.2M
Dudley Capital Management, LLC 0.55% Add +226.2% 23,077 $1.2M
Signature Resources Capital Management, LLC 0.66% Add +13.4% 22,807 $1.2M
Bank of Montreal 0.00% Reduce -7.3% 22,465 $1.2M
Signature Wealth Management Partners, LLC 0.62% Add +17.6% 22,421 $1.2M
Fullcircle Wealth LLC 0.42% Add +6.9% 22,227 $1.2M
Prosperity Consulting Group, LLC 0.06% New 22,099 $1.2M
Garden State Investment Advisory Services LLC 0.29% Add +2.8% 21,835 $1.2M
Sowell Financial Services LLC 0.04% Add +142.0% 21,747 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Add +18.8% 21,698 $1.2M
Richard P Slaughter Associates Inc 0.25% Add +2.8% 21,694 $1.2M
McKinley Carter Wealth Services, Inc. 0.06% Reduce -9.9% 21,680 $1.2M
Clearview Wealth Advisors LLC 0.73% Add +4.1% 21,481 $1.1M
Tempus Wealth Planning, LLC 0.26% Add +8.2% 21,314 $1.1M
LifePlan Investment Advisors, Inc. 0.47% Add +12.2% 21,028 $1.1M
Walkner Condon Financial Advisors LLC 0.17% Add +8.0% 20,660 $1.1M
Financial Advocates Investment Management 0.62% Reduce -22.8% 20,628 $1.1M
NewEdge Wealth, LLC 0.02% Add +60.8% 20,287 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.7% 20,098 $1.1M
Alterna Wealth Management, Inc. 0.87% Add +27.1% 19,872 $1.1M
Benjamin Edwards Inc. 0.01% Add +148.4% 19,855 $1.1M
Western Wealth Management, LLC 0.06% Add +1.8% 19,809 $1.1M
Mission Wealth Management, LP 0.02% Add +7.8% 19,609 $1.0M
Consolidated Portfolio Review Corp 0.13% Add +305.2% 19,386 $1.0M
Range Financial Group LLC 0.37% Add +9.8% 19,078 $1.0M
Regimen Wealth, LLC 0.30% Add +2.8% 19,067 $1.0M
Spire Wealth Management 0.03% Add +1.2% 18,706 $996K
First Heartland Consultants, Inc. 0.08% Add +3.8% 18,409 $980K
Wealthgarden F.S. LLC 0.70% Reduce -3.5% 18,319 $977K
Rialto Wealth Management, LLC 0.25% Add +3.6% 18,168 $967K
Beacon Financial Advisory LLC 0.22% Add +38.8% 18,158 $967K
Concorde Asset Management, LLC 0.40% — 18,053 $960K
Cibc World Market Inc. 0.00% Add +77.0% 18,017 $959K
Eq LLC 0.32% Reduce -47.4% 17,746 $945K
Mach-1 Financial Group, LLC 0.15% New 17,590 $936K
Integrity Advisory Solutions, LLC 0.15% — 17,590 $936K
Owen LaRue, LLC 0.37% New 17,474 $930K
Gotham Asset Management 0.00% No change 17,464 $930K
Wealthcare Advisory Partners LLC 0.02% Reduce -1.9% 17,020 $906K
Nwam LLC 0.05% Add +51.4% 16,852 $898K
Avid Wealth Partners LLC 0.45% Reduce -1.3% 16,850 $897K
Gen-Wealth Partners Inc 0.30% Add +5.5% 16,807 $895K
Waterfront Wealth Inc. 0.18% Add +11.3% 16,577 $884K
RCS Financial Planning, LLC 0.39% Add +20.5% 16,587 $883K
Transamerica Financial Advisors, LLC 0.07% New 16,445 $875K
Emergent Wealth Advisors, LLC 0.51% Add +2.2% 16,372 $872K
Kilter Group LLC 0.41% Add +14.3% 16,318 $869K
Kingswood Wealth Advisors, LLC 0.05% Add +19.7% 16,068 $855K
Signal Advisors Wealth, LLC 0.08% Reduce -1.5% 15,938 $849K
Gladstone Institutional Advisory LLC 0.03% Add +0.9% 15,911 $847K
M1 Capital Management LLC 0.36% Add +4.4% 15,687 $835K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +110.5% 15,396 $820K
AQR Capital Management 0.00% Add +259.1% 15,386 $819K
DAVENPORT & Co LLC 0.00% Add +27.3% 15,348 $817K
Advyzon Investment Management, LLC 0.14% New 15,253 $812K
Integrated Advisors Network LLC 0.03% Add +4.5% 15,229 $811K
Bush Investment Group, LLC 0.47% Add +14.4% 15,011 $799K
May Hill Capital, LLC 0.23% Add +23.0% 14,987 $798K
Keystone Wealth Services, LLC 0.17% Add +6.5% 14,935 $795K
Venturi Wealth Management, LLC 0.04% Add +11.4% 14,786 $787K
Sax Wealth Advisors, LLC 0.04% Add +109.8% 14,574 $776K
MGB Wealth Management, LLC 0.22% Add +61.1% 14,500 $772K
Capital Investment Advisors, LLC 0.01% Add +8.4% 14,467 $770K
MKT Advisors LLC 0.28% Add +3.7% 13,928 $740K
MSH Capital Advisors LLC 0.20% Add +25.9% 13,820 $736K
Transcend Capital Advisors, LLC 0.05% Add +5.8% 13,809 $735K
Cary Street Partners Financial LLC 0.02% Add +55.5% 13,664 $727K
Maia Wealth LLC 0.12% Add +22.6% 13,609 $723K
Cassaday & Co Wealth Management LLC 0.02% No change 13,475 $717K
Sutton Place Investors LLC 0.41% Add +1.2% 13,466 $717K
Two West Capital Advisors LLC 0.43% Add +8.9% 13,402 $716K
Ausdal Financial Partners, Inc. 0.03% Add +22.9% 13,200 $703K
Maripau Wealth Management LLC 0.35% Add +1.4% 13,128 $699K
Triton Wealth Management, PLLC 0.26% Add +8.3% 12,854 $685K
Wealthspire Advisors, LLC 0.00% No change 12,789 $681K
Avior Wealth Management, LLC 0.02% Add +19.6% 12,688 $676K
Smartleaf Asset Management LLC 0.04% Add +37.4% 12,633 $673K
Hancock Whitney Corp. 0.01% Reduce -3.8% 12,526 $667K
Silverlake Wealth Management LLC 0.16% New 12,490 $665K
Stevens Capital Partners 0.19% Add +8.1% 12,120 $645K
Resurgent Financial Advisors LLC 0.32% Add +34.4% 12,069 $643K
Aspire Private Capital, LLC 0.14% Add +3.3% 11,775 $627K
Pinnacle Associates Ltd. 0.01% Reduce -0.3% 11,716 $624K
Retirement Wealth Solutions LLC 0.40% Add +11.7% 11,536 $614K
Milestone Asset Management Group, LLC 0.39% Add +96.2% 11,533 $614K
ORBA Wealth Advisors, L.L.C. 0.50% New 11,463 $610K
Strategy Asset Managers LLC 0.11% Add +193.8% 11,426 $608K
Magnus Financial Group LLC 0.05% Add +63.9% 11,397 $607K
Yukon Wealth Management, Inc. 0.20% Reduce -9.0% 11,369 $605K
PFG Investments, LLC 0.03% Add +38.8% 11,360 $605K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.2% 10,976 $584K
Financial Partners Group, Inc 0.07% Add +0.9% 10,892 $580K
Swmg, LLC 0.17% Reduce -0.1% 10,799 $576K
Oak Grove Capital LLC 0.12% Reduce -18.9% 10,700 $570K
Robinson Smith Wealth Advisors LLC 0.41% Add +2.1% 10,670 $568K
Keebeck Wealth Management 0.07% Add +13.3% 10,523 $560K
Avantra Family Wealth, Inc. 0.41% Reduce -0.3% 10,392 $553K
AdvisorNet Financial, Inc 0.03% Add +114.2% 10,350 $551K
LexAurum Advisors, LLC 0.08% Add +5.6% 10,340 $550K
Brookwood Investment Group LLC 0.07% Add +14.8% 10,337 $550K
Investor's Fiduciary Advisor Network, LLC 0.18% Add +5.7% 10,190 $542K
ORG Partners LLC 0.10% Add +80.3% 9,694 $534K
Empirical Asset Management, LLC 0.15% Add +2.8% 9,881 $526K
Traveka Wealth, LLC 0.23% New 9,876 $526K
Beacon Pointe Advisors, LLC 0.00% Reduce -5.2% 9,731 $518K
Mayfair Advisory Group, LLC 0.22% Add +70.5% 9,702 $517K
Quantinno Capital Management LP 0.00% New 9,687 $516K
Lantern Wealth Advisors, LLC 0.27% Add +58.9% 9,677 $515K
Fortis Capital Advisors, LLC 0.08% New 9,660 $514K
Belpointe Asset Management LLC 0.02% New 9,660 $514K
Objective Capital Management, LLC 0.53% Add +17.2% 9,647 $514K
Commonwealth Retirement Investments LLC 0.17% New 9,500 $506K
Catalina Capital Group, LLC 0.31% Add +51.3% 9,354 $498K
Willis Johnson & Associates, Inc. 0.03% Reduce -3.8% 9,283 $494K
Absolute Capital Management, LLC 0.21% Add +17.5% 9,135 $486K
WealthTrak Capital Management LLC 0.40% Add +19.8% 9,085 $484K
Richmond Investment Services, LLC 0.09% Add +78.3% 9,057 $482K
Moneywise, Inc. 0.21% Add +3.9% 8,904 $474K
OMNI 360 Wealth, Inc. 0.27% Add +13.2% 8,897 $474K
Winthrop Advisory Group LLC 0.04% No change 8,847 $471K
Westbourne Investments, Inc. 0.22% Add +4.1% 8,800 $469K
VestGen Investment Management 0.27% Add +15.8% 8,564 $456K
Panoramic Investment Advisors, LLC 0.26% No change 8,550 $455K
Goldman Sachs Group Inc. 0.00% Reduce -5.9% 8,486 $452K
Lido Advisors, LLC 0.00% Add +69.6% 8,480 $451K
W Advisors, LLC 0.24% Add +2.9% 8,452 $450K
Sunbelt Securities, Inc. 0.03% Reduce -57.8% 8,451 $450K
CoreCap Advisors, LLC 0.02% Reduce -72.1% 8,403 $447K
Signature Estate & Investment Advisors LLC 0.01% Add +0.5% 8,337 $444K
PUREfi Wealth, LLC 0.34% Add +2.7% 8,286 $441K
Wedbush Securities Inc. 0.01% Add +24.5% 8,173 $435K
Latitude Advisors, LLC 0.20% Add +22.1% 8,134 $433K
Secure Asset Management, LLC 0.07% Add +2.6% 8,150 $433K
Syntegra Private Wealth Group, LLC 0.04% Reduce -3.2% 7,880 $420K
Cary Street Partners Investment Advisory LLC 0.17% Add +16.9% 7,819 $416K
CRA Financial Services, LLC 0.06% New 7,750 $413K
Coldstream Capital Management Inc. 0.01% Add +10.7% 7,747 $412K
Hilltop Holdings Inc. 0.02% New 7,710 $410K
Pullen Investment Management, LLC 0.22% Reduce -6.4% 7,695 $410K
Fortress Private Ledger, LLC 0.14% Add +4.7% 7,383 $393K
LGT Financial Advisors LLC 0.82% Reduce -10.8% 7,111 $379K
Sellwood Investment Partners LLC 0.15% Reduce -3.9% 6,909 $368K
PKS Advisory Services, LLC 0.09% Add +25.6% 6,870 $366K
Merkkuri Wealth Advisors LLC 0.26% Add +6.7% 6,848 $365K
Procyon Advisors, LLC 0.02% New 6,803 $362K
PFG Advisors 0.01% Add +15.2% 6,773 $361K
First National Trust Co 0.01% New 6,640 $354K
Essex Financial Services, Inc. 0.02% Add +17.7% 6,545 $348K
Strategic Wealth Partners, Ltd. 0.03% Add +27145.8% 6,539 $348K
Endowment Wealth Management, Inc. 0.16% Add +18.4% 6,532 $348K
JFS Wealth Advisors, LLC 0.02% Add +12.6% 6,442 $343K
Lockerman Financial Group, Inc. 0.43% Add +62.2% 6,396 $341K
E&G Advisors, LLC 0.08% Add +4.4% 6,388 $340K
MidAtlantic Capital Management, Inc. 0.23% Add +0.6% 6,333 $337K
Hobbs Wealth Management, LLC 0.28% Add +7.0% 6,283 $335K
Clearwater Capital Advisors, LLC 0.03% New 6,113 $325K
Cooper Financial Group 0.04% Reduce -2.5% 6,057 $322K
Strategic Family Wealth Counselors, L.L.C. 0.08% New 6,009 $320K
Blalock Williams, LLC 0.28% Add +14.5% 5,970 $318K
Pinnacle Financial Group, LLC / IL 0.10% Add +34.8% 5,927 $316K
Blue Capital, Inc. 0.23% New 5,919 $315K
Flagstar Securities, Inc. 0.10% New 5,916 $315K
Roxbury Financial LLC 0.29% Add +4.0% 5,915 $315K
Journey Strategic Wealth LLC 0.01% Reduce -2.8% 5,905 $314K
O'shaughnessy Asset Management, LLC 0.00% Add +54.6% 5,905 $314K
Pinnacle Family Advisors, LLC 0.13% Add +2.5% 5,795 $309K
Johnson Bixby & Associates, LLC 0.04% Add +12.8% 5,781 $308K
Siligmueller & Norvid Wealth Advisors LLC 0.14% New 5,772 $307K
Mather Group, Llc. 0.00% Reduce -2.5% 5,764 $307K
Western Financial Corp 0.13% Add +1.3% 5,718 $304K
Oregon Pacific Wealth Management, LLC 0.26% Add +14.4% 5,673 $302K
World Equity Group, Inc. 0.07% Add +16.2% 5,593 $298K
Novare Capital Management LLC 0.02% New 5,500 $293K
New England Private Wealth Advisors LLC 0.04% Add +0.5% 5,435 $289K
Perennial Investment Advisors, LLC 0.02% Add +2.3% 5,406 $288K
Meridian Wealth Partners, LLC 0.04% Add +7.4% 5,404 $288K
Regatta Capital Group, LLC 0.04% No change 5,353 $285K
Fiduciary Alliance LLC 0.02% New 5,350 $285K
Sentinel Pension Advisors, LLC 0.04% New 5,282 $281K
Sonoma Allocations LLC 0.10% — 5,275 $281K
BridgePort Financial Solutions, LLC 0.07% Add +20.7% 5,129 $273K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 5,046 $269K
Meridian Wealth Management, LLC 0.01% Add +11.8% 5,017 $267K
Level Four Advisory Services, LLC 0.01% New 4,963 $264K
Gilliland Jeter Wealth Management LLC 0.08% Add +26.2% 4,921 $262K
Axxcess Wealth Management, LLC 0.01% Add +11.5% 4,903 $261K
Astoria Portfolio Advisors LLC. 0.07% New 4,868 $258K
Legacy Capital Group California, Inc. 0.07% Reduce -1.8% 4,821 $257K
First Foundation Advisors 0.01% No change 4,790 $255K
Wealth Group Ltd 0.06% New 4,785 $255K
Atlantic Union Bankshares Corp 0.00% Reduce -16.7% 4,739 $252K
Cherry Creek Investment Advisors, Inc. 0.11% New 4,715 $251K
EverSource Wealth Advisors, LLC 0.01% Reduce -43.6% 4,708 $251K
Sandy Cove Advisors, LLC 0.08% New 4,700 $250K
TFB Advisors LLC 0.07% Reduce -20.2% 4,690 $249K
Fortis Advisors, LLC 0.14% New 4,643 $247K
Aptus Capital Advisors, LLC 0.00% Add +31.0% 4,546 $242K
Fiscal Wisdom Wealth Management, LLC 0.23% — 4,514 $241K
Elevated Capital Advisors, LLC 0.06% Reduce -5.4% 4,501 $240K
Private Wealth Partners, LLC 0.02% No change 4,500 $240K
TCFG Wealth Management, LLC 0.09% No change 4,498 $239K
BAM Wealth Management, LLC 0.18% — 4,483 $239K
Cascades Capital Asset Management, LLC 0.10% New 4,335 $231K
Hutchens & Kramer Investment Management Group, LLC 0.09% Add +13.5% 4,329 $230K
Chokshi & Queen Wealth Advisors, Inc 0.12% New 4,274 $228K
FLP Wealth Management, LLC 0.64% Reduce -7.1% 4,248 $226K
Payne Capital LLC 0.23% — 4,238 $226K
Claris Financial LLC 0.13% New 4,220 $225K
Marino, Stram & Associates LLC 0.04% New 4,159 $221K
Colonial Trust Co / SC 0.03% Add +12.4% 4,098 $218K
Patten & Patten Inc. 0.01% New 4,075 $217K
Geneos Wealth Management Inc. 0.01% Add +155.3% 3,990 $212K
United Advisor Group, LLC 0.03% New 3,986 $212K
Florida Financial Advisors, LLC 0.06% Reduce -83.6% 3,841 $204K
Sheridan Capital Management, LLC 0.11% New 3,816 $203K
Brown, Lisle/Cummings, Inc. 0.05% New 3,764 $200K
Cape Investment Advisory, Inc. 0.19% Reduce -97.3% 3,554 $189K
Golden State Wealth Management, LLC 0.02% Add +12.3% 3,485 $186K
Centaurus Financial, Inc. 0.01% Add +33.9% 3,262 $174K
Allworth Financial LP 0.00% Add +185.0% 3,263 $174K
Lanark Financial, Inc. 0.01% Reduce -6.7% 2,279 $121K
Harbor Investment Advisory, LLC 0.01% Reduce -5.7% 2,005 $107K
Guerra Advisors Inc 0.04% New 1,979 $105K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -14.5% 1,935 $103K
Sound Income Strategies, LLC 0.00% Add +1.9% 1,663 $88K
Raleigh Capital Management Inc. 0.03% Add +5.0% 1,566 $83K
TD Waterhouse Canada Inc. 0.00% No change 1,425 $76K
Imprint Wealth LLC 0.24% — 1,382 $74K
Ameriflex Group, Inc. 0.02% Reduce -30.3% 1,174 $63K
Montag A & Associates Inc. 0.00% No change 1,061 $56K
MAI Capital Management 0.00% Add +19.2% 999 $53K
Financial Connections Group, Inc. 0.02% New 1,000 $53K
Bessemer Group Inc. 0.00% New 1,000 $53K
Hopwood Financial Services, Inc. 0.03% New 900 $48K
Crewe Advisors LLC 0.00% New 781 $42K
Park Place Capital Corp 0.01% Reduce -7.3% 543 $29K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -28.9% 534 $28K
Trust Co. of Vermont 0.00% New 528 $28K
Evolution Wealth Management Inc. 0.02% No change 419 $22K
Fourth Dimension Wealth, LLC 0.01% Add +301.1% 377 $20K
Rossby Financial, LCC 0.01% Reduce -18.4% 363 $19K
Abich Financial Wealth Management LLC 0.01% — 319 $17K
Bangor Savings Bank 0.00% New 307 $16K
Ameritas Advisory Services, LLC 0.00% Reduce -94.2% 225 $12K
Hollencrest Capital Management 0.00% Reduce -33.4% 213 $11K
Mark Sheptoff Financial Planning, LLC 0.01% New 200 $11K
Bellevue Asset Management, LLC 0.00% Add +1.0% 194 $10K
High Note Wealth, LLC 0.00% No change 193 $10K
Accredited Wealth Management, LLC 0.01% Reduce -46.3% 86 $9K
NBT Bank, N.A. 0.00% Reduce -59.2% 53 $8K
REAP Financial Group, LLC 0.00% Add +9.2% 154 $8K
Park Square Financial Group, LLC 0.03% Add +102.7% 152 $8K
Collier Financial 0.01% — 132 $7K
Rosenberg Matthew Hamilton 0.00% No change 106 $6K
Barnes Dennig Private Wealth Management LLC 0.01% No change 103 $5K
Curio Wealth, LLC 0.00% New 100 $5K
2UniFi Bank 0.00% New 94 $5K
Investors Research Corp 0.00% No change 93 $5K
Team Financial Group, LLC 0.00% Add +55.2% 90 $5K
DHJJ Financial Advisors, Ltd. 0.00% Add +1.1% 88 $5K
Archer Investment Corp 0.00% No change 83 $4K
Elequin Capital, LP 0.00% Reduce -94.1% 81 $4K
HHM Wealth Advisors, LLC 0.00% New 75 $4K
Citigroup Inc. 0.00% Add +581.8% 75 $4K
Exchange Traded Concepts, LLC 0.00% Reduce -97.3% 73 $4K
United Financial Planning Group LLC 0.00% — 72 $4K
Wilmington Savings Fund Society, FSB 0.00% New 69 $4K
Oakworth Capital, Inc. 0.00% New 41 $2K
Alerus Financial NA 0.00% No change 39 $2K
Clean Yield Group 0.00% No change 34 $2K
Chelsea Counsel Co. 0.00% New 26 $1K
MV Capital Management, Inc. 0.00% New 25 $1K
North Capital, Inc. 0.00% Add +4.8% 22 $1K
Richardson Financial Services Inc. 0.00% New 18 $958
Root Financial Partners, LLC 0.00% New 11 $586
Hantz Financial Services, Inc. 0.00% New 5 $0
Avion Wealth 0.00% New 10 $0

"% 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.