iShares Flex I A ETF-UsdBINCETF

13F holders, Q4 2025 (December 31)
742holders +109
87new positions
29sold out
3famous investors
$52.75avg. 13F price*

At the end of Q4 2025, 742 institutions reported holding iShares Flex I A ETF-Usd Inc. (BINC) in their 13F filings, up 109 from Q3 2025. 87 opened new positions and 29 sold out. The largest holders were Envestnet Asset Management Inc. ($1.5B), LPL Financial LLC ($823.8M) and BlackRock, Inc. ($796.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions87$160.9M
Exits29$66.0M

All 13F filers, Q3 2025 → Q4 2025: 38,468,344 shares bought and 3,037,701 shares sold, net +35,430,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 742 holders

Envestnet Asset Management Inc. 0.43% Add +1.1% 27,502,755 $1.5B
LPL Financial LLC 0.23% Add +10.9% 15,610,462 $823.8M
BlackRock, Inc. 0.01% Add +44.6% 15,089,291 $796.3M
JPMorgan Chase & Co. 0.04% Add +9.3% 12,344,473 $651.4M
Bank of America Corp. 0.04% Add +16.4% 10,385,642 $548.1M
Morgan Stanley 0.03% Add +20.2% 9,314,383 $491.5M
Dynasty Wealth Management, LLC 4.66% Add +41.0% 8,992,718 $474.5M
PNC Financial Services Group, Inc. 0.24% Add +22.2% 8,478,352 $447.4M
Ameriprise Financial Inc. 0.10% Add +19.4% 8,131,223 $429.0M
Wells Fargo & Company 0.05% Add +41.2% 4,935,783 $260.5M
Sequoia Financial Advisors, LLC 1.38% Add +23.7% 4,686,138 $247.3M
Cetera Investment Advisers 0.26% Add +12.0% 4,542,059 $239.7M
UBS Group AG 0.05% Add +11.7% 4,425,775 $233.5M
Quotient Wealth Partners, LLC 5.15% Add +6.9% 3,670,074 $193.7M
Sagespring Wealth Partners, LLC 2.75% Add +12.2% 2,866,189 $151.2M
MML Investors Services, LLC 0.37% Add +10.5% 2,861,525 $151.0M
Envestnet Portfolio Solutions, Inc. 0.51% Add +8.6% 2,734,939 $144.3M
Royal Bank of Canada 0.02% Add +41.1% 2,391,926 $126.2M
OpenArc Corporate Advisory, LLC 2.02% — 2,320,050 $122.4M
Wharton Business Group, LLC 4.65% Add +27.4% 2,319,295 $122.4M
Merit Financial Group, LLC 0.94% Add +10.6% 2,218,853 $117.1M
Americana Partners, LLC 3.08% Add +1.4% 2,124,508 $112.1M
Cwm, LLC 0.28% Add +2.0% 1,976,232 $104.3M
Park Avenue Securities LLC 0.80% Add +2.1% 1,785,539 $94.2M
Commonwealth Equity Services, LLC 0.12% Add +12.6% 1,675,626 $88.4M
Janney Montgomery Scott LLC 0.19% Add +4.3% 1,579,659 $83.4M
Raymond James Financial Inc. 0.03% Add +36.2% 1,573,939 $83.1M
Bank of New York Mellon Corp 0.01% Add +9.9% 1,482,450 $78.2M
Pinnacle Financial Partners, Inc. 0.58% — 1,453,736 $76.7M
OneDigital Investment Advisors LLC 0.73% Add +4.2% 1,411,058 $74.5M
Lanham O'Dell & Company, Inc. 20.31% Add +24.6% 1,337,104 $70.6M
Osaic Holdings, Inc. 0.10% Add +16.2% 1,316,771 $69.5M
Kestra Investment Management, LLC 1.62% Add +8.5% 1,252,271 $66.1M
Northwestern Mutual Wealth Management Co. 0.04% Add +92.4% 1,204,125 $63.5M
HighTower Advisors, LLC 0.07% Add +11.7% 1,132,335 $59.8M
MCF Advisors LLC 3.27% Add +3.1% 1,119,755 $59.1M
NewEdge Advisors, LLC 0.21% Add +11.9% 1,112,219 $58.7M
Integrated Wealth Concepts LLC 0.69% Reduce -8.1% 1,100,720 $58.1M
Clearwater Capital Advisors, LLC 4.84% Add +17879.7% 1,099,096 $58.0M
Pacific Sage Partners, LLC 8.94% Add +9.1% 1,067,251 $56.3M
Falcon Wealth Planning 4.70% Add +7.8% 1,057,769 $55.8M
Jones Financial Companies LLLP 0.03% Add +79.7% 1,021,742 $53.9M
United Capital Financial Advisors, LLC 0.32% Add +6.2% 995,475 $52.5M
Stifel Financial Corp. 0.05% Add +11.5% 994,348 $52.5M
Thrivent Financial for Lutherans 0.08% Add +24.5% 854,522 $45.1M
Equitable Holdings, Inc. 0.31% Add +14.0% 848,119 $44.8M
Truist Financial Corp. 0.06% Add +35.7% 831,727 $43.9M
Mgo One Seven LLC 0.89% Add +24.0% 829,243 $43.8M
HUB Investment Partners, LLC 1.19% New 824,295 $43.5M
Madison Wealth Partners, Inc 7.81% Add +10.3% 811,527 $42.8M
Foundations Investment Advisors, LLC 0.56% Add +6.4% 809,772 $42.7M
Stratos Wealth Partners, LTD. 0.40% Add +23.8% 669,043 $35.3M
Ogorek Anthony Joseph /NY/ 9.67% Add +43.4% 666,551 $35.2M
Evergreen Capital Management LLC 0.78% Add +2.4% 657,412 $34.7M
Arete Wealth Advisors, LLC 2.29% Add +1.8% 625,919 $33.0M
Royal Harbor Partners, LLC 10.58% Add +2.6% 606,810 $32.0M
Composition Wealth, LLC 0.45% Add +3.2% 597,894 $31.6M
Parallel Advisors, LLC 0.57% Add +15.9% 592,874 $31.3M
Grantvest Financial Group LLC 19.97% Add +16.4% 590,666 $31.2M
CGN Advisors LLC 2.46% Add +5.3% 588,785 $31.1M
Compound Planning, Inc. 0.90% Add +91.2% 578,922 $30.5M
Betterment LLC 0.06% Add +825.0% 561,524 $29.6M
Kestra Advisory Services, LLC 0.12% Add +11.2% 553,129 $29.2M
Legacy Financial Group LLC 3.47% Add +9.0% 531,250 $28.1M
Belpointe Asset Management LLC 1.00% Add +5321.8% 523,746 $27.6M
Pallas Capital Advisors LLC 0.88% Add +10.5% 507,063 $26.8M
Johnson Bixby & Associates, LLC 3.31% Add +8652.1% 505,962 $26.7M
Strong Tower Advisory Services 4.73% New 500,156 $26.4M
Lineweaver Wealth Advisors, LLC 3.51% Add +5.7% 487,846 $25.7M
Frisch Financial Group, Inc. 5.54% Add +1.3% 468,656 $24.7M
55 North Private Wealth, LLC 6.45% — 464,120 $24.5M
Private Advisor Group, LLC 0.11% Add +6.2% 456,883 $24.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +21.3% 451,246 $23.8M
Assetmark, Inc. 0.05% Reduce -20.8% 438,711 $23.2M
Vivid Wealth Management, LLC 8.95% Add +4.1% 436,539 $23.0M
Vantage Financial Partners, LLC 4.62% Add +5.1% 431,370 $22.8M
NorthCoast Asset Management LLC 0.50% Reduce -0.9% 431,100 $22.7M
Corient Private Wealth LP 0.03% Add +118.8% 425,889 $22.5M
Summit Financial, LLC 0.33% Add +9.0% 423,587 $22.4M
IHT Wealth Management, LLC 0.54% Add +1.9% 417,447 $22.0M
Kingsview Wealth Management, LLC 0.32% Add +15.3% 416,924 $22.0M
CreativeOne Wealth, LLC 0.52% Add +1.4% 407,624 $21.5M
AE Wealth Management LLC 0.12% Add +28.8% 381,694 $20.1M
Mariner, LLC 0.02% Add +9.6% 372,768 $19.7M
JB Capital LLC 0.78% Add +5.6% 363,779 $19.2M
SteelPeak Wealth, LLC 0.62% Add +13.9% 356,646 $18.8M
Ascent Group, LLC 0.64% Add +5.6% 352,405 $18.6M
Pennsylvania Capital Management Inc. 5.00% Add +11.7% 345,107 $18.2M
Faithward Advisors, LLC 2.66% Add +6.8% 343,654 $18.1M
Rockefeller Capital Management L.P. 0.03% Add +76.4% 341,278 $18.0M
Fifth Third Bancorp 0.06% Add +18.4% 340,678 $18.0M
Horst & Graben Wealth Management LLC 2.71% Add +4.3% 339,790 $17.9M
Sharkey, Howes & Javer 2.28% Add +5.0% 339,394 $17.9M
McMorgan & Co. LLC 2.96% Add +3.4% 338,659 $17.9M
NorthRock Partners, LLC 0.30% Add +54.8% 338,397 $17.9M
HighPoint Advisor Group LLC 0.38% New 329,757 $17.4M
Kelly Financial Services LLC 4.30% Add +8.1% 325,159 $17.2M
Farther Finance Advisors, LLC 0.18% Add +73.4% 321,728 $17.0M
Waverly Advisors, LLC 0.14% Add +107.6% 320,585 $16.9M
US Bancorp \de 0.02% Add +6.2% 317,648 $16.8M
Summit Wealth Partners, LLC 3.06% Add +32.1% 313,984 $16.6M
Marest Capital, LLC 9.24% Add +69.0% 313,116 $16.5M
Signet Financial Management, LLC 1.85% Add +10.0% 313,084 $16.5M
Baird Financial Group, Inc. 0.03% Add +6.3% 312,581 $16.5M
Financial Management Network Inc. 2.60% Add +7.7% 311,796 $16.5M
Scotia Capital Inc. 0.07% Add +15.8% 305,650 $16.1M
Breakwater Capital Group 2.23% Add +18.3% 303,141 $16.0M
&partners 0.08% Add +94.1% 302,274 $16.0M
World Investment Advisors 0.26% Add +97.7% 301,049 $15.9M
Rivernorth Capital Management, LLC 0.74% Reduce -14.2% 295,000 $15.6M
Centerline Wealth Advisors, LLC 5.59% Reduce -32.9% 292,712 $15.4M
Brookstone Capital Management 0.18% Add +190.5% 291,612 $15.4M
Condor Capital Management 1.24% Add +4.4% 291,293 $15.4M
Ullmann Wealth Partners Group, LLC 1.59% Add +66.0% 287,061 $15.3M
CVA Family Office, LLC 1.75% Add +32.9% 288,464 $15.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.90% Add +48.8% 285,511 $15.1M
Van Hulzen Asset Management, LLC 1.09% Add +25.4% 281,384 $14.8M
Advocacy Wealth Management, LLC 0.61% Add +1.3% 275,917 $14.6M
Eclectic Associates Inc. 2.25% Add +26.9% 273,506 $14.4M
WJ Wealth Management, LLC 6.30% Add +0.1% 272,810 $14.4M
JT Stratford LLC 1.73% Add +38.5% 254,719 $13.4M
Asio Capital, LLC 1.84% Add +5.3% 247,077 $13.0M
CFS Investment Advisory Services, LLC 0.94% Reduce -0.3% 245,120 $12.9M
Selby Wealth Management, LLC 5.21% — 244,695 $12.9M
Scissortail Wealth Management, LLC 2.92% Add +5.3% 242,259 $12.8M
Atria Investments, Inc 0.14% Add +9.0% 240,097 $12.7M
1 North Wealth Services LLC 4.36% New 234,598 $12.4M
Icon Wealth Advisors, LLC 0.82% Add +11.4% 233,129 $12.3M
Lhm, Inc. 4.48% Reduce -47.7% 228,434 $12.1M
Investment Planning Advisors, Inc. 3.51% Add +4.9% 228,389 $12.1M
Eaton Financial Holdings Company, LLC 3.15% Add +4.9% 221,861 $11.7M
Ducere Wealth Management LLC 4.43% — 217,094 $11.5M
Global Retirement Partners, LLC 0.20% Add +33.8% 215,787 $11.4M
Austin Private Wealth, LLC 0.84% Add +2.0% 213,536 $11.3M
Modern Wealth Management, LLC 0.20% Add +16.0% 209,340 $11.0M
Global Wealth Strategies & Associates 2.74% Add +1.9% 208,323 $11.0M
Perigon Wealth Management, LLC 0.20% Add +12.0% 208,013 $11.0M
Triad Wealth Partners, LLC 1.04% Add +24.9% 207,433 $10.9M
Signal Tree Financial Partners LLC 8.27% Add +23.6% 205,516 $10.8M
New Capital Management LP 2.69% Add +140.4% 203,231 $10.7M
Elevatus Welath Management 2.88% Add +14.8% 199,930 $10.6M
Steward Partners Investment Advisory, LLC 0.06% Add +7.9% 199,720 $10.5M
Kestra Private Wealth Services, LLC 0.13% Add +10.6% 197,383 $10.4M
High Falls Advisors, Inc 2.10% Add +4.7% 196,352 $10.4M
Cape Investment Advisory, Inc. 3.18% Add +5416.9% 196,072 $10.3M
STAR Financial Bank 5.18% Add +33.3% 192,195 $10.1M
Concurrent Investment Advisors, LLC 0.11% Add +49.4% 188,011 $9.9M
Tidemark, LLC 2.81% Add +9.5% 187,508 $9.9M
Capital Analysts, LLC 0.27% Reduce -29.1% 183,514 $9.7M
KWB Wealth 0.91% Add +19.8% 182,593 $9.6M
HCR Wealth Advisors 0.95% Add +11.3% 181,674 $9.6M
Juno Financial Group LLC 3.83% — 181,307 $9.6M
Strategic Blueprint, LLC 0.56% Add +5.7% 180,935 $9.5M
Scarborough Advisors, LLC 1.61% Add +5.3% 180,633 $9.5M
Founders Grove Wealth Partners, LLC 2.13% Add +9.6% 179,651 $9.5M
Vestmark Advisory Solutions, Inc. 0.13% Add +7.6% 179,227 $9.5M
Orion Porfolio Solutions, LLC 0.07% Add +10.0% 175,634 $9.3M
MLG Wealth Management DBA Pine Grove Financial Group 1.11% — 175,106 $9.2M
Blair William & Co. 0.02% Add +22.6% 173,983 $9.2M
Apeiron RIA LLC 1.84% Add +25.9% 171,153 $9.0M
RFG - Bristol Wealth Advisors, LLC 2.52% Add +5.6% 171,381 $9.0M
One Wealth Advisors, LLC 1.10% Add +8.0% 171,215 $9.0M
Jmac Enterprises LLC 1.72% Add +6.9% 170,182 $9.0M
Security Financial Services, INC. 1.39% Add +3.3% 167,508 $8.8M
Stokes Family Office, LLC 0.80% Add +16.8% 165,446 $8.7M
Ancora Advisors LLC 0.17% Add +28.5% 160,640 $8.5M
Eldridge Investment Advisors, Inc. 1.86% Add +13.6% 159,894 $8.4M
Phoenix Financial Ltd. 0.09% New 157,029 $8.3M
Stone House Investment Management, LLC 1.27% Add +2.5% 154,963 $8.2M
Unique Wealth, LLC 1.12% Add +7.0% 151,826 $8.0M
Alternative Investment Advisors, LLC. 3.42% Add +6.0% 149,760 $7.9M
Advisory Services Network, LLC 0.11% Add +9.6% 149,755 $7.9M
Stephens Inc. 0.10% Reduce -13.6% 149,474 $7.9M
Tsfg, LLC 1.16% Add +10.9% 147,465 $7.8M
IFP Advisors, Inc 0.17% Add +119.4% 146,547 $7.7M
Beacon Bridge Wealth Partners, LLC 2.56% Add +8.9% 146,148 $7.7M
Heritage Trust Co 0.78% Add +26.8% 145,294 $7.7M
Trek Financial, LLC 0.44% Add +4.3% 144,630 $7.6M
J Hagan Capital, Inc. 4.21% New 144,166 $7.6M
Bay Rivers Group 3.07% Add +32.7% 143,897 $7.6M
McNaughton Wealth Management, LLC 3.11% Add +5.9% 142,991 $7.5M
Arax Advisory Partners 0.22% Reduce -49.7% 142,790 $7.5M
Integrity Alliance, Llc. 0.27% Add +23.4% 141,860 $7.5M
TSA Wealth Managment LLC 2.39% Add +3.9% 136,740 $7.2M
Gateway Wealth Partners, LLC 0.80% Add +8.7% 136,527 $7.2M
Capital Advisors Wealth Management, LLC 0.95% Add +28.6% 131,716 $7.0M
Invst, LLC 0.73% Reduce -1.6% 126,859 $6.7M
Family Manage LLC 0.84% Add +3.9% 126,543 $6.7M
Cedar Mountain Advisors, LLC 1.28% Add +3.4% 126,058 $6.7M
Ashton Thomas Private Wealth, LLC 0.16% Add +28.6% 125,182 $6.6M
Focus Partners Wealth 0.01% Add +27.9% 123,914 $6.5M
Wealth Alliance, LLC 0.64% Add +17.5% 123,459 $6.5M
Diversify Advisory Services, LLC 0.21% Add +0.6% 122,230 $6.5M
Regal Investment Advisors LLC 0.39% Add +51.4% 122,244 $6.5M
Shared Vision Wealth Group LLC 2.60% Add +17.3% 120,808 $6.4M
Joseph P. Lucia & Associates, LLC 2.30% Add +81.3% 120,897 $6.4M
Peak Wealth Management LLC 5.29% — 120,037 $6.3M
Detalus Advisors, LLC 1.46% Add +19.1% 113,159 $6.0M
Apex Wealth Management, LLC 5.98% Add +4.0% 111,127 $5.9M
Cyndeo Wealth Partners, LLC 0.32% Add +11.1% 111,529 $5.9M
Valmark Advisers, Inc. 0.07% Add +36.9% 110,735 $5.8M
BCGM Wealth Management, LLC 1.48% Add +3.0% 109,568 $5.8M
Mutual Advisors, LLC 0.12% Add +16.6% 106,752 $5.6M
Cornerstone Wealth Group, LLC 0.38% Add +12.9% 104,350 $5.5M
FFG Retirement Advisors LLC 3.40% Add +1.4% 104,010 $5.5M
Rollins Financial Advisors, LLC 0.80% Add +23.0% 103,578 $5.5M
Embree Financial Group 0.67% Add +28.8% 103,460 $5.5M
Foundry Financial Group, Inc. 2.73% Add +11.9% 103,247 $5.4M
ONE Advisory Partners, LLC 1.64% Add +0.7% 102,956 $5.4M
Shepherd Financial Partners LLC 0.50% Add +2.3% 102,689 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +31.4% 102,058 $5.4M
Koshinski Asset Management, Inc. 0.35% Add +41.8% 101,741 $5.4M
PAX Financial Group, LLC 0.92% Add +16.8% 101,092 $5.3M
U.S. Capital Wealth Advisors, LLC 0.14% Add +7.4% 100,791 $5.3M
Goldstein Advisors, LLC 0.60% Add +2.9% 100,194 $5.3M
Snowden Capital Advisors LLC 0.14% Add +36.3% 100,105 $5.3M
Beacon Financial Group 0.52% Add +9.0% 99,393 $5.2M
Trivium Point Advisory, LLC 0.53% Add +2.4% 99,057 $5.2M
Matrix Private Capital Group LLC 2.65% Add +32.7% 99,023 $5.2M
Synergy Investment Management, LLC 1.84% Add +14.8% 98,646 $5.2M
Blue Trust, Inc. 0.06% Reduce -9.6% 98,301 $5.2M
Advus Financial Partners, LLC 1.25% Add +3.5% 97,930 $5.2M
Csenge Advisory Group 0.23% Add +74.0% 97,748 $5.2M
Central Pacific Bank - Trust Division 0.65% Add +32.5% 97,223 $5.1M
Canvas Wealth Advisors, LLC 0.86% Add +44.9% 96,056 $5.1M
Sterling Investment Advisors, Ltd. 0.90% New 92,800 $4.9M
Mayflower Financial Advisors, LLC 0.58% Add +17.4% 91,087 $4.8M
Bedminster, LLC 4.38% — 90,441 $4.8M
Bay Harbor Wealth Management, LLC 1.24% Reduce -0.0% 89,998 $4.7M
Midwest Capital Advisors, LLC 2.26% Add +0.7% 89,442 $4.7M
Sovran Advisors, LLC 0.40% Reduce -2.6% 88,353 $4.7M
SigFig Wealth Management, LLC 0.14% Add +2.3% 88,334 $4.7M
Castle Wealth Management LLC 1.54% Add +45.5% 87,913 $4.6M
Carson Advisory Inc. 2.40% Add +9.9% 87,352 $4.6M
First National Bank & Trust Co. of Newtown 0.84% New 87,260 $4.6M
ShoreHaven Wealth Partners, LLC 1.65% Reduce -1.9% 86,813 $4.6M
IFG Advisory, LLC 0.20% Add +1.8% 85,535 $4.5M
Arkadios Wealth Advisors 0.09% Add +69.9% 85,196 $4.5M
J. Mark Nickell & Co. 4.08% — 83,684 $4.4M
Comerica Bank 0.02% Reduce -10.8% 83,042 $4.4M
Wealthcare Advisory Partners LLC 0.09% Add +384.4% 82,441 $4.4M
Focus Financial Network, Inc. 0.15% Add +23.4% 82,316 $4.3M
Cobblestone Asset Management LLC 1.94% Add +4.5% 81,703 $4.3M
Independent Financial Group, LLC 0.10% Add +47.6% 81,026 $4.3M
SWP Financial LLC 2.08% Add +3.0% 78,473 $4.1M
Afg Fiduciary Services Limited Partnership 2.43% Add +3.7% 76,842 $4.1M
Elevated Financial Group LLC 1.38% — 75,478 $4.0M
Financial Life Advisors 1.22% Add +6.9% 75,212 $4.0M
Daviman Financial, LLC 2.29% — 73,874 $3.9M
Kickstand Ventures, Llc. 0.81% Add +4.1% 72,914 $3.8M
Robertson Stephens Wealth Management, LLC 0.11% Add +15.5% 70,993 $3.7M
True Vision MN LLC 1.89% Add +2.3% 70,552 $3.7M
Bauman Advisory Group, LLC 3.00% — 70,467 $3.7M
Stratos Wealth Advisors, LLC 0.18% Add +100.8% 70,405 $3.7M
Ehrlich Financial Group 2.11% Add +4.8% 70,361 $3.7M
Keystone Financial Services 1.11% Add +10.9% 69,532 $3.7M
BOS Asset Management, LLC 0.97% Add +10.5% 68,519 $3.6M
Tableaux LLC 2.55% Reduce -43.3% 65,245 $3.6M
L & S Advisors Inc 0.37% Add +139.3% 68,195 $3.6M
ArborFi Advisors, LLC 2.90% Reduce -0.9% 67,669 $3.6M
WBH Advisory Inc. 0.26% Reduce -14.7% 67,421 $3.6M
Mengis Capital Management, Inc. 0.63% Add +14.5% 67,137 $3.5M
Diversify Wealth Management, LLC 0.16% New 66,521 $3.5M
Cypress Wealth Services, LLC 0.49% Add +16.6% 66,750 $3.5M
Apollon Wealth Management, LLC 0.06% Add +8.8% 66,606 $3.5M
Curtis Wealth Management LLC 3.06% — 66,205 $3.5M
Titleist Asset Management, LLC 0.28% New 66,094 $3.5M
NTV Asset Management LLC 0.37% Add +68.7% 65,860 $3.5M
Pettinga Financial Advisors LLC 0.66% Add +5.3% 65,702 $3.5M
Lunt Capital Management, Inc. 1.29% New 65,240 $3.4M
Spectrum Planning & Advisory Services Inc. 1.75% Reduce -1.9% 64,505 $3.4M
Bluesphere Advisors LLC 1.49% Add +4.6% 63,665 $3.4M
Onyx Bridge Wealth Group LLC 0.36% Reduce -3.4% 63,386 $3.3M
O'ROURKE & COMPANY, Inc 1.30% Add +72.8% 63,337 $3.3M
Centurion Wealth Management LLC 0.73% Add +8.8% 63,296 $3.3M
Medallion Wealth Advisors, LLC 1.12% Add +25.3% 63,050 $3.3M
Wetzel Investment Advisors, Inc. 1.34% Add +4.1% 62,390 $3.3M
TritonPoint Partners, LLC 1.74% — 61,615 $3.3M
Vermillion & White Wealth Management Group, LLC 1.77% Add +2.8% 61,350 $3.2M
Foundry Financial LLC 1.70% — 61,386 $3.2M
Eq LLC 0.93% Add +243.8% 61,012 $3.2M
Renaissance Technologies 0.00% Reduce -89.5% 60,151 $3.2M
Buttonwood Financial Group, LLC 1.66% Reduce -27.7% 58,905 $3.1M
Braun-Bostich & Associates Inc. 1.92% Reduce -4.8% 58,968 $3.1M
Owen LaRue, LLC 1.18% Add +235.9% 58,697 $3.1M
Simplicity Wealth,LLC 0.18% Add +2.8% 57,910 $3.1M
Autumn Glory Partners, LLC 1.06% Add +5.5% 57,476 $3.0M
RMR Capital Management, LLC 2.18% Add +1.4% 57,264 $3.0M
Endeavor Private Wealth, Inc. 0.86% Add +20.6% 57,061 $3.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -1.6% 56,802 $3.0M
Optivise Advisory Services LLC 1.72% Add +18.4% 56,438 $3.0M
Sofi Wealth, LLC 0.15% Add +5.8% 56,245 $3.0M
WCG Wealth Advisors LLC 0.08% Reduce -0.6% 56,044 $3.0M
Principal Securities, Inc. 0.05% Add +14.2% 55,740 $2.9M
WealthShield Partners, LLC 0.32% Add +2.8% 55,533 $2.9M
Castle Rock Wealth Management, LLC 0.62% Add +5.0% 54,197 $2.9M
Liberty Atlantic Advisors LLC 2.76% — 53,285 $2.8M
Liberty Wealth Management LLC 0.36% Reduce -3.0% 53,194 $2.8M
Sigma Planning Corp 0.08% Add +8.3% 52,554 $2.8M
Tennessee Valley Asset Management Partners 0.36% Add +7.8% 52,585 $2.8M
DecisionMap Wealth Management, LLC 1.70% Add +5.9% 52,396 $2.8M
Keystone Financial Group 0.20% Add +6.7% 52,036 $2.7M
Argent Trust Co 0.09% Add +10.0% 52,001 $2.7M
Brooks, Moore & Associates, Inc. 1.35% Add +23.5% 51,925 $2.7M
West Wealth Group, LLC 0.56% Add +6.4% 50,978 $2.7M
Leigh Baldwin & Co., LLC 1.75% Add +16.4% 50,419 $2.7M
Vise Technologies, Inc. 0.05% Add +107.3% 50,389 $2.7M
Finhabits Advisors LLC 2.48% — 50,068 $2.6M
Hurley Capital, LLC 1.45% Add +25.5% 49,137 $2.6M
Prosperity Consulting Group, LLC 0.12% Add +120.0% 48,607 $2.6M
MA Private Wealth 0.43% Add +7.4% 48,595 $2.6M
Allen Capital Group, LLC 0.23% Reduce -22.6% 48,173 $2.5M
Ashton Thomas Securities, LLC 0.48% Add +1.0% 48,170 $2.5M
Theory Financial LLC 0.85% Add +5.1% 47,672 $2.5M
5T Wealth, LLC 1.00% Add +3.9% 47,589 $2.5M
Emergent Wealth Advisors, LLC 1.37% Add +181.8% 46,135 $2.4M
Claro Advisors Inc. 0.33% Add +25.1% 46,055 $2.4M
Cypress Capital Group 0.27% Add +31.2% 45,985 $2.4M
Atlatl Advisers LLC 0.92% Add +7.4% 45,619 $2.4M
Ewa, LLC 0.58% Add +19.7% 45,002 $2.4M
TrueMark Investments, LLC 0.45% Add +2.5% 45,000 $2.4M
TBH Global Asset Management, LLC 0.40% Reduce -0.5% 44,900 $2.4M
Beckerman Institutional, LLC 1.33% Add +4.0% 44,897 $2.4M
Mercer Global Advisors Inc. 0.00% New 44,008 $2.3M
Range Financial Group LLC 0.80% Add +129.7% 43,821 $2.3M
CIBC Private Wealth Group LLC 0.00% Add +11.7% 43,303 $2.3M
Cornerstone Planning Group LLC 0.35% Add +14.4% 42,596 $2.3M
Hoxton Planning & Management, LLC 0.68% Add +5.8% 42,792 $2.3M
Watershed Private Wealth LLC 0.67% Add +9.1% 42,226 $2.2M
Royal Capital Wealth Management, LLC 1.31% Add +0.4% 41,931 $2.2M
Gilpin Wealth Management, LLC 1.75% — 41,894 $2.2M
Tradition Wealth Management, LLC 0.16% Add +8.9% 41,865 $2.2M
Cassilly Financial Group LLC 1.92% — 41,135 $2.2M
Client 1ST Advisory Group, LLC 0.67% Add +27.1% 40,705 $2.1M
Vertex Planning Partners, LLC 0.49% Add +7.3% 40,310 $2.1M
Lansing Street Advisors 0.54% Add +36.8% 40,092 $2.1M
ORBA Wealth Advisors, L.L.C. 1.82% Add +245.8% 39,645 $2.1M
Williams Jones Wealth Management, LLC. 0.02% Reduce -15.7% 39,172 $2.1M
RDA Financial Network 0.49% Add +11.3% 38,408 $2.0M
A4 Wealth Advisors LLC 1.74% Add +57.6% 38,054 $2.0M
Gotham Asset Management 0.01% Add +113.2% 37,233 $2.0M
Chatterton & Associates Inc. 1.68% — 37,133 $2.0M
Rothschild Wealth LLC 0.19% Add +28.7% 36,995 $2.0M
Vines Capital Management, LLC 1.84% — 35,707 $1.9M
BlackDiamond Wealth Management, LLC 0.91% Add +4.0% 35,351 $1.9M
Verus Capital Partners, LLC 0.12% Add +11.1% 34,001 $1.8M
Benjamin Edwards Inc. 0.02% Add +70.9% 33,938 $1.8M
Creative Planning 0.00% Add +4.6% 33,507 $1.8M
Kingswood Wealth Advisors, LLC 0.09% Add +108.2% 33,445 $1.8M
Fiduciary Trust Co 0.02% Reduce -0.4% 33,004 $1.7M
Redwood Investment Management, LLC 0.20% Add +20.5% 32,973 $1.7M
One Wealth Capital Management, LLC 0.74% Add +9.5% 32,801 $1.7M
Box Hill Private Wealth LLC 1.74% — 32,649 $1.7M
Lifelong Wealth Advisors, Inc. 0.46% Add +25.1% 32,521 $1.7M
Patriot Financial Group Insurance Agency, LLC 0.20% Add +8.9% 32,479 $1.7M
Tyche Wealth Partners LLC 0.27% Add +31.0% 32,393 $1.7M
McGuire Capital Advisors Inc. 1.07% — 31,795 $1.7M
Mosley Wealth Management 0.75% — 30,937 $1.6M
Twin Peaks Wealth Advisors, LLC 0.48% Add +26.3% 30,889 $1.6M
Williams & Novak, LLC 1.23% Add +23.2% 31,011 $1.6M
Beacon Financial Planning, Inc. 0.77% Add +26.2% 30,216 $1.6M
Sculati Wealth Management, LLC 0.56% Reduce -0.6% 30,104 $1.6M
Element Wealth, LLC 0.66% Add +2.9% 30,091 $1.6M
Triad Investment Management 1.56% — 29,193 $1.5M
Legacy Edge Advisors, LLC 0.17% Add +7.0% 29,001 $1.5M
Strategic Equity Management 0.51% Add +2.9% 28,771 $1.5M
Creative Financial Designs Inc. 0.10% Add +12.1% 28,751 $1.5M
Cibc World Market Inc. 0.00% Add +59.5% 28,737 $1.5M
Davis Wealth Advisors, LLC 1.25% Add +16.6% 28,466 $1.5M
RFG Advisory, LLC 0.03% Add +5.9% 27,870 $1.5M
Impact Partnership Wealth, LLC 0.19% Add +9.5% 27,785 $1.5M
Harbour Investments, Inc. 0.03% Add +7.7% 27,653 $1.5M
Visionary Horizons, LLC 0.75% Add +14.5% 27,595 $1.5M
Empire Financial Management Company, LLC 0.32% Add +0.6% 27,557 $1.5M
WealthPLAN Partners, LLC 0.22% Add +3.3% 27,470 $1.4M
Prospera Financial Services Inc 0.02% Reduce -63.9% 27,424 $1.4M
Private Trust Co. NA 0.13% Add +4.0% 27,418 $1.4M
Polaris Investment Advisors, LLC 1.03% — 27,107 $1.4M
J.E. Simmons & Co., P.C. 0.93% — 27,094 $1.4M
Archer Investment Management, LLC 0.77% New 27,091 $1.4M
EP Wealth Advisors, LLC 0.01% — 26,702 $1.4M
Town Capital LLC 1.14% — 26,501 $1.4M
Strategic Financial Concepts, LLC 1.27% New 26,269 $1.4M
Axxcess Wealth Management, LLC 0.02% Add +433.2% 26,144 $1.4M
BCU Wealth Advisors, LLC 0.53% Add +0.5% 26,129 $1.4M
Barnes Wealth Management Group, Inc 0.72% Add +4.7% 25,613 $1.4M
Bank of Montreal 0.00% Add +13.7% 25,540 $1.3M
Signature Wealth Management Partners, LLC 0.67% Add +13.9% 25,535 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Reduce -11.8% 25,529 $1.3M
Walkner Condon Financial Advisors LLC 0.19% Add +23.3% 25,465 $1.3M
Firethorn Wealth Partners, LLC 0.50% Reduce -4.3% 25,208 $1.3M
J.M. Arbour, LLC 1.32% — 25,149 $1.3M
Signature Resources Capital Management, LLC 0.67% Add +9.7% 25,010 $1.3M
Financial Planning Hawaii, Inc. 0.75% — 24,723 $1.3M
Laffer Tengler Investments, Inc. 0.23% Reduce -0.5% 24,721 $1.3M
Fairvoy Private Wealth, LLC 0.29% Add +3.3% 24,525 $1.3M
Natixis Advisors, LLC 0.00% New 24,440 $1.3M
John W. Brooker & Co., CPAs 2.29% Reduce -10.2% 24,252 $1.3M
Unique Wealth Strategies, LLC 0.50% Add +3.3% 24,015 $1.3M
KPP Advisory Services LLC 0.18% Reduce -1.0% 23,840 $1.3M
AQR Capital Management 0.00% Add +54.4% 23,748 $1.3M
Heritage Family Offices, LLP 0.57% Add +1.8% 23,747 $1.3M
Alterna Wealth Management, Inc. 1.04% Add +18.8% 23,614 $1.2M
Dudley Capital Management, LLC 0.55% Add +2.2% 23,589 $1.2M
Savvy Advisors, Inc. 0.04% New 22,992 $1.2M
Transamerica Financial Advisors, LLC 0.10% Add +39.5% 22,949 $1.2M
Tempus Wealth Planning, LLC 0.28% Add +7.1% 22,833 $1.2M
Spire Wealth Management 0.04% Add +21.6% 22,751 $1.2M
Clearview Wealth Advisors LLC 0.76% Add +5.9% 22,741 $1.2M
McKinley Carter Wealth Services, Inc. 0.07% Add +4.8% 22,709 $1.2M
LifePlan Investment Advisors, Inc. 0.49% Add +7.5% 22,597 $1.2M
Garden State Investment Advisory Services LLC 0.28% Add +3.1% 22,510 $1.2M
J.W. Cole Advisors, Inc. 0.03% Reduce -1.8% 112,157 $1.2M
Sherman Wealth Management LLC 1.01% — 22,094 $1.2M
Traveka Wealth, LLC 0.47% Add +123.3% 22,058 $1.2M
Richard P Slaughter Associates Inc 0.24% Add +0.9% 21,881 $1.2M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -0.8% 21,519 $1.1M
NewEdge Wealth, LLC 0.01% Add +5.6% 21,422 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +38.5% 21,322 $1.1M
Gen-Wealth Partners Inc 0.36% Add +26.2% 21,216 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Add +153.1% 21,103 $1.1M
Integrity Advisory Solutions, LLC 0.16% Add +19.6% 21,044 $1.1M
Concorde Asset Management, LLC 0.44% Add +16.2% 20,978 $1.1M
HFG Advisors, Inc. 0.80% Reduce -20.3% 20,884 $1.1M
Two West Capital Advisors LLC 0.62% Add +51.6% 20,315 $1.1M
Worth Financial Advisory Group, LLC 0.52% New 20,289 $1.1M
Western Wealth Management, LLC 0.05% Add +2.0% 20,210 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.5% 19,994 $1.1M
Regimen Wealth, LLC 0.31% Add +3.7% 19,767 $1.0M
Lionsbridge Wealth Management LLC 1.05% Reduce -17.6% 19,697 $1.0M
WealthPoint Financial, LLC 0.89% — 19,468 $1.0M
Cerity Partners LLC 0.00% Reduce -29.1% 19,460 $1.0M
May Hill Capital, LLC 0.28% Add +29.5% 19,404 $1.0M
Cary Street Partners Financial LLC 0.03% Add +42.0% 19,399 $1.0M
Wealthgarden F.S. LLC 0.67% Add +5.2% 19,273 $1.0M
Beacon Financial Advisory LLC 0.24% Add +6.4% 19,319 $1.0M
Mayfair Advisory Group, LLC 0.39% Add +97.2% 19,133 $1.0M
Gladstone Institutional Advisory LLC 0.04% Add +20.3% 19,136 $1.0M
Advyzon Investment Management, LLC 0.12% Add +24.0% 18,910 $998K
First Heartland Consultants, Inc. 0.08% Add +2.2% 18,807 $992K
XY Planning Network, Inc. 0.17% New 18,804 $992K
DAVENPORT & Co LLC 0.01% Add +22.0% 18,719 $988K
Mission Wealth Management, LP 0.02% Reduce -4.8% 18,664 $985K
Quantinno Capital Management LP 0.00% Add +92.1% 18,610 $982K
Portfolio Resources Advisor Group, Inc. 0.97% — 18,428 $972K
RCS Financial Planning, LLC 0.41% Add +9.5% 18,162 $958K
Capital Investment Management, Inc. 0.33% — 18,149 $958K
Avid Wealth Partners LLC 0.47% Add +7.4% 18,104 $955K
Rialto Wealth Management, LLC 0.22% Reduce -2.1% 17,778 $938K
GeoWealth Management, LLC 0.03% Reduce -58.3% 17,335 $915K
Sowell Financial Services LLC 0.03% Reduce -20.4% 17,312 $914K
Waterfront Wealth Inc. 0.17% Add +3.0% 17,067 $905K
MSH Capital Advisors LLC 0.19% Add +22.1% 16,877 $891K
Uptick Partners, LLC 0.19% New 16,759 $884K
Reicon Wealth Advisors, LLC 0.64% — 16,532 $872K
Hopwood Nicholas Hunter 0.28% — 16,450 $868K
M1 Capital Management LLC 0.36% Add +2.9% 16,143 $852K
Kilter Group LLC 0.37% Reduce -2.4% 15,920 $840K
CRA Financial Services, LLC 0.11% Add +104.5% 15,845 $836K
Triton Wealth Management, PLLC 0.31% Add +20.8% 15,522 $820K
MKT Advisors LLC 0.28% Add +10.6% 15,405 $814K
Maia Wealth LLC 0.14% Add +12.5% 15,315 $813K
Hancock Whitney Corp. 0.01% Add +22.6% 15,362 $811K
Signal Advisors Wealth, LLC 0.06% Reduce -3.6% 15,356 $810K
Bush Investment Group, LLC 0.45% Add +1.8% 15,277 $806K
MGB Wealth Management, LLC 0.23% Add +4.1% 15,100 $797K
Sentinel Pension Advisors, LLC 0.12% Add +182.6% 14,928 $788K
Sandy Cove Advisors, LLC 0.23% Add +217.4% 14,919 $787K
Sunbelt Securities, Inc. 0.05% Add +75.3% 14,810 $782K
Strategy Asset Managers LLC 0.13% Add +29.6% 14,804 $781K
Venturi Wealth Management, LLC 0.03% Reduce -0.5% 14,706 $776K
Sax Wealth Advisors, LLC 0.04% Add +0.6% 14,666 $774K
Capital Investment Advisors, LLC 0.01% Add +0.5% 14,535 $767K
Smartleaf Asset Management LLC 0.03% Add +14.0% 14,396 $760K
Vision Retirement, LLC 0.20% — 14,380 $759K
Milestone Asset Management Group, LLC 0.42% Add +22.6% 14,144 $746K
Silverlake Wealth Management LLC 0.17% Add +12.7% 14,073 $743K
Yukon Wealth Management, Inc. 0.42% Add +22.2% 13,894 $734K
Avior Wealth Management, LLC 0.02% Add +9.5% 13,892 $733K
Sutton Place Investors LLC 0.40% Add +2.1% 13,751 $726K
Wellington-Altus USA Inc. 0.53% — 13,621 $719K
Wells Financial Advisors INC 1.36% Reduce -61.6% 13,579 $717K
Ausdal Financial Partners, Inc. 0.03% Add +2.5% 13,526 $714K
Cassaday & Co Wealth Management LLC 0.01% No change 13,475 $711K
Asempa Wealth Advisors 0.60% — 13,198 $696K
Pinnacle Associates Ltd. 0.01% Add +10.1% 12,895 $680K
Baker Tilly Wealth Management, LLC 0.17% New 12,814 $676K
Advisortrust Partners, LLC 0.30% — 12,773 $674K
Maripau Wealth Management LLC 0.31% Reduce -2.8% 12,765 $674K
Stevens Capital Partners 0.18% Add +4.7% 12,686 $669K
Lantern Wealth Advisors, LLC 0.35% Add +30.7% 12,648 $667K
Merkkuri Wealth Advisors LLC 0.45% Add +84.3% 12,622 $666K
MidFirst Bank 0.05% — 12,500 $660K
Transcend Capital Advisors, LLC 0.05% Reduce -9.7% 12,466 $658K
Resurgent Financial Advisors LLC 0.33% Add +1.9% 12,298 $649K
PFG Investments, LLC 0.03% Add +6.8% 12,132 $640K
Wealthspire Advisors, LLC 0.01% Reduce -5.7% 12,066 $637K
AdvisorNet Financial, Inc 0.03% Add +14.8% 11,883 $627K
Objective Capital Management, LLC 0.63% Add +22.1% 11,777 $621K
Endowment Wealth Management, Inc. 0.29% Add +80.3% 11,774 $621K
BBR Partners, LLC 0.03% New 11,705 $618K
Aspire Private Capital, LLC 0.14% Reduce -0.6% 11,702 $618K
Keebeck Wealth Management 0.07% Add +11.2% 11,698 $617K
CoreCap Advisors, LLC 0.02% Add +38.3% 11,620 $613K
Raab & Moskowitz Asset Management LLC 0.13% New 11,440 $604K
Claris Financial LLC 0.32% Add +169.8% 11,385 $601K
Retirement Wealth Solutions LLC 0.38% Reduce -1.7% 11,338 $598K
PUREfi Wealth, LLC 0.46% Add +35.9% 11,261 $594K
M Holdings Securities, Inc. 0.04% New 11,219 $592K
GatePass Capital, LLC 0.31% New 11,158 $589K
Cary Street Partners Investment Advisory LLC 0.16% Add +42.2% 11,119 $587K
Financial Partners Group, Inc 0.07% Add +0.8% 10,975 $583K
Beto Financial Group, LLC 0.39% — 10,872 $575K
Brookwood Investment Group LLC 0.07% Add +5.2% 10,877 $574K
Cadia Private Client LLC 0.45% — 10,808 $570K
Avantra Family Wealth, Inc. 0.41% Add +3.8% 10,782 $569K
Nations Financial Group Inc, /Ia/ 0.03% New 10,776 $569K
Nwam LLC 0.03% Reduce -36.6% 10,687 $567K
Richmond Investment Services, LLC 0.10% Add +18.1% 10,694 $564K
Keystone Wealth Services, LLC 0.12% Reduce -29.0% 10,599 $559K
Captrust Financial Advisors 0.00% Reduce -59.1% 10,504 $554K
Catalina Capital Group, LLC 0.34% Add +11.8% 10,461 $552K
OMNI 360 Wealth, Inc. 0.28% Add +16.7% 10,379 $550K
Magnus Financial Group LLC 0.04% Reduce -8.5% 10,427 $550K
PKS Advisory Services, LLC 0.12% Add +50.5% 10,341 $546K
Able Wealth Management LLC 0.17% Reduce -86.9% 10,330 $545K
Absolute Capital Management, LLC 0.20% Add +13.0% 10,326 $545K
FLP Wealth Management, LLC 1.29% Add +142.5% 10,300 $544K
PFG Advisors 0.03% Add +50.4% 10,187 $538K
Swmg, LLC 0.15% Reduce -6.3% 10,120 $536K
Investor's Fiduciary Advisor Network, LLC 0.11% Reduce -0.6% 10,134 $534K
Geneos Wealth Management Inc. 0.01% Add +152.7% 10,082 $532K
ASL Financial, LLC 0.42% — 10,077 $532K
Balboa Wealth Partners 0.09% New 10,053 $530K
Panoramic Investment Advisors, LLC 0.29% Add +17.5% 10,050 $530K
ORG Partners LLC 0.09% Add +3.3% 10,010 $528K
Naples Global Advisors, LLC 0.04% New 9,925 $524K
PDS Planning, Inc 0.04% New 9,924 $524K
Wedbush Securities Inc. 0.02% Add +21.2% 9,904 $523K
Latitude Advisors, LLC 0.23% Add +21.2% 9,859 $520K
WealthTrak Capital Management LLC 0.37% Add +6.7% 9,692 $511K
Two Sigma Securities, LLC 0.07% New 9,605 $507K
Fortis Capital Advisors, LLC 0.07% Reduce -0.8% 9,585 $506K
Commonwealth Retirement Investments LLC 0.16% No change 9,500 $501K
Syntegra Private Wealth Group, LLC 0.05% Add +20.5% 9,498 $501K
Parkway Wealth Management Group, LLC 0.07% — 9,361 $494K
Empirical Asset Management, LLC 0.14% Reduce -5.8% 9,303 $491K
Capital Asset Managemnet, LLC 0.54% — 9,220 $487K
W Advisors, LLC 0.24% Add +5.3% 8,900 $470K
Willis Johnson & Associates, Inc. 0.03% Reduce -4.4% 8,871 $468K
Winthrop Advisory Group LLC 0.04% No change 8,847 $467K
Moneywise, Inc. 0.19% Reduce -1.7% 8,756 $462K
Cascades Capital Asset Management, LLC 0.20% Add +100.3% 8,685 $458K
Lido Advisors, LLC 0.00% Add +1.4% 8,599 $458K
Northwest Capital Management Inc 1.97% Reduce -71.7% 8,601 $454K
Westbourne Investments, Inc. 0.21% Reduce -2.8% 8,550 $451K
Integrated Advisors Network LLC 0.02% Reduce -44.1% 8,515 $449K
Pinnacle Financial Group, LLC / IL 0.13% Add +43.1% 8,482 $448K
Secure Asset Management, LLC 0.07% Add +3.8% 8,460 $446K
VestGen Investment Management 0.25% Reduce -2.1% 8,380 $442K
Oregon Pacific Wealth Management, LLC 0.46% Add +47.1% 8,347 $440K
Goldman Sachs Group Inc. 0.00% Reduce -3.6% 8,182 $432K
Per Stirling Capital Management, LLC. 0.05% New 8,077 $426K
LongView Wealth Management 0.10% New 7,991 $423K
MidAtlantic Capital Management, Inc. 0.27% Add +26.2% 7,991 $422K
Fiduciary Alliance LLC 0.03% Add +46.7% 7,850 $414K
Novare Capital Management LLC 0.03% Add +41.8% 7,800 $412K
Cfo Capital Management LLC 0.31% — 7,717 $407K
Pullen Investment Management, LLC 0.21% Add +0.2% 7,712 $407K
Oak Grove Capital LLC 0.08% Reduce -28.0% 7,700 $406K
Coldstream Capital Management Inc. 0.01% Reduce -0.6% 7,699 $406K
Beacon Pointe Advisors, LLC 0.00% Reduce -22.1% 7,583 $400K
Kelleher Financial Advisors 0.09% New 7,556 $399K
Continuum Advisory, LLC 0.04% New 7,431 $392K
Vigil Wealth Management, LLC 0.32% — 7,399 $390K
Saxony Capital Management, LLC 0.24% New 7,396 $390K
Strategic Family Wealth Counselors, L.L.C. 0.09% Add +21.7% 7,315 $387K
Blalock Williams, LLC 0.31% Add +22.3% 7,300 $385K
Elevation Point Wealth Partners, LLC 0.02% New 7,180 $379K
Sellwood Investment Partners LLC 0.15% Add +2.3% 7,070 $373K
Procyon Advisors, LLC 0.02% Add +3.2% 7,023 $371K
Mather Group, Llc. 0.00% Add +19.5% 6,890 $364K
Merited Wealth, LLC 0.34% — 6,887 $363K
VestGen Advisors, LLC 0.02% New 6,765 $357K
Great Valley Advisor Group, Inc. 0.01% Reduce -38.5% 6,751 $356K
Essex Financial Services, Inc. 0.02% Add +2.1% 6,681 $353K
First National Trust Co 0.01% No change 6,640 $350K
Journey Strategic Wealth LLC 0.01% Add +12.2% 6,623 $349K
BridgePort Financial Solutions, LLC 0.09% Add +28.9% 6,609 $349K
Legacy Wealth Partners, LLC 0.09% — 6,602 $348K
Lockerman Financial Group, Inc. 0.67% Add +2.9% 6,583 $347K
Fortis Advisors, LLC 0.19% Add +41.4% 6,565 $346K
Roxbury Financial LLC 0.31% Add +10.4% 6,529 $345K
World Equity Group, Inc. 0.10% Add +16.6% 6,520 $344K
Meridian Wealth Management, LLC 0.01% Add +29.8% 6,510 $344K
Kovack Advisors, Inc. 0.02% New 6,496 $343K
Flagstar Securities, Inc. 0.11% Add +8.7% 6,432 $339K
Hobbs Wealth Management, LLC 0.33% Add +2.1% 6,414 $338K
JFS Wealth Advisors, LLC 0.02% Reduce -0.8% 6,390 $337K
United Advisor Group, LLC 0.04% Add +60.2% 6,384 $337K
Pinnacle Family Advisors, LLC 0.15% Add +9.5% 6,348 $335K
Gilliland Jeter Wealth Management LLC 0.10% Add +27.3% 6,263 $331K
TFB Advisors LLC 0.09% Add +32.7% 6,223 $328K
E&G Advisors, LLC 0.07% Reduce -3.7% 6,150 $325K
Perennial Investment Advisors, LLC 0.02% Add +10.0% 5,947 $314K
Fiscal Wisdom Wealth Management, LLC 0.29% Add +30.4% 5,887 $311K
Legacy Capital Group California, Inc. 0.07% Add +19.8% 5,774 $305K
Robinson Smith Wealth Advisors LLC 0.21% Reduce -45.9% 5,774 $305K
Brown, Lisle/Cummings, Inc. 0.07% Add +50.0% 5,647 $298K
Lanark Financial, Inc. 0.02% Add +147.5% 5,641 $298K
Cooper Financial Group 0.03% Reduce -6.9% 5,641 $298K
Integrated Wealth Management 0.33% — 5,622 $297K
Wealth Group Ltd 0.07% Add +17.2% 5,609 $296K
Western Financial Corp 0.12% Reduce -2.7% 5,562 $294K
Fortress Private Ledger, LLC 0.10% Reduce -25.2% 5,522 $291K
New England Private Wealth Advisors LLC 0.04% Add +0.4% 5,459 $288K
Vantage Point Financial LLC 0.10% New 5,428 $286K
Level Four Advisory Services, LLC 0.01% Add +9.3% 5,427 $286K
Aptus Capital Advisors, LLC 0.00% Add +18.1% 5,371 $283K
Regatta Capital Group, LLC 0.04% No change 5,353 $282K
ETF Store, Inc. 0.29% New 5,337 $282K
Lam Group, Inc. 0.16% New 5,230 $276K
Blue Capital, Inc. 0.19% Reduce -13.1% 5,144 $271K
Pennington Partners & Co., LLC 0.11% New 5,100 $269K
XTX Topco Ltd 0.01% New 5,009 $264K
O'shaughnessy Asset Management, LLC 0.00% Reduce -16.4% 4,934 $260K
Cherry Creek Investment Advisors, Inc. 0.11% Add +2.3% 4,825 $255K
Lane Brothers & Co. Inc. 0.18% — 4,782 $252K
Stirlingshire Investments, Inc. 0.22% — 4,750 $251K
Hutchens & Kramer Investment Management Group, LLC 0.09% Add +9.6% 4,743 $250K
TCFG Wealth Management, LLC 0.10% Add +5.0% 4,723 $249K
Elevation Wealth Management LLC 0.24% — 4,687 $247K
Laird Norton Wetherby Trust Company, LLC 0.01% New 4,621 $244K
Lewis Asset Management, LLC 0.10% New 4,591 $242K
Chris Bulman Inc 0.11% New 4,550 $240K
Elevated Capital Advisors, LLC 0.06% Add +0.8% 4,537 $239K
Atlantic Union Bankshares Corp 0.00% Reduce -4.6% 4,521 $239K
EverSource Wealth Advisors, LLC 0.01% Reduce -4.7% 4,489 $237K
BAM Wealth Management, LLC 0.17% Add +0.0% 4,485 $237K
Ameritas Advisory Services, LLC 0.01% Add +1870.7% 4,434 $234K
First Financial Group Corp 0.20% New 4,385 $231K
Ascension Capital Advisors, Inc. 0.08% New 4,384 $231K
Payne Capital LLC 0.23% Add +2.1% 4,327 $228K
BCS Wealth Management 0.02% New 4,292 $226K
Marino, Stram & Associates LLC 0.04% Add +2.4% 4,259 $225K
OneAscent Financial Services LLC 0.02% New 4,212 $222K
Carbahal Olsen Financial Services Group, LLC 0.17% New 4,149 $219K
Colonial Trust Co / SC 0.03% Add +0.6% 4,122 $218K
Pacific Excel Wealth Advisors, Inc. 0.41% — 4,119 $217K
Clear Creek Financial Management, LLC 0.02% New 4,091 $216K
Sonata Capital Group Inc. 0.08% New 4,035 $213K
Golden State Wealth Management, LLC 0.02% Add +15.8% 4,034 $213K
Quartz Partners, LLC 0.08% New 3,994 $211K
4J Wealth Management LLC 0.12% New 3,977 $210K
B.O.S.S. Retirement Advisors, LLC 0.06% New 3,883 $205K
Florida Financial Advisors, LLC 0.06% Add +0.2% 3,850 $203K
Regions Financial Corp. 0.00% New 3,800 $201K
SHP Wealth Management 0.02% — 3,731 $197K
Kingdom Financial Group LLC. 0.06% New 3,729 $197K
MAI Capital Management 0.00% Add +259.8% 3,594 $190K
Flagship Harbor Advisors, LLC 0.01% New 3,590 $189K
Godfrey Financial Associates, Inc. 0.15% — 3,375 $178K
Evolution Wealth Management Inc. 0.15% Add +695.9% 3,335 $176K
Hantz Financial Services, Inc. 0.00% Add +60680.0% 3,039 $160K
Centaurus Financial, Inc. 0.01% Reduce -8.3% 2,992 $158K
Annis Gardner Whiting Capital Advisors, LLC 0.03% New 2,931 $155K
Allworth Financial LP 0.00% Reduce -10.2% 2,930 $155K
Harbor Investment Advisory, LLC 0.01% Add +33.5% 2,677 $141K
Trust Co 0.01% New 2,295 $121K
Imprint Wealth LLC 0.54% Add +58.6% 2,192 $116K
First Horizon Corp. 0.01% New 2,100 $111K
Montag A & Associates Inc. 0.01% Add +94.3% 2,061 $109K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,935 $102K
Raleigh Capital Management Inc. 0.04% Add +17.5% 1,840 $97K
Sound Income Strategies, LLC 0.00% Reduce -0.7% 1,651 $87K
Key Capital Management, INC 0.09% — 1,656 $87K
SageView Advisory Group, LLC 0.00% New 1,599 $84K
TD Waterhouse Canada Inc. 0.00% Add +1.5% 1,447 $76K
Lloyd Advisory Services, LLC. 0.03% New 1,436 $76K
Atomic Invest LLC 0.04% — 1,348 $71K
Avion Wealth 0.01% Add +13480.0% 1,358 $71K
Ameriflex Group, Inc. 0.03% Add +2.3% 1,201 $63K
Signature Equity Partners, LLC 0.03% — 1,032 $54K
Tucker Asset Management LLC 0.02% New 1,026 $54K
Realta Investment Advisors 0.02% New 1,000 $53K
Financial Connections Group, Inc. 0.02% No change 1,000 $52K
Quadrant Capital Group LLC 0.00% New 903 $48K
Jessup Wealth Management, Inc 0.01% New 850 $45K
Proathlete Wealth Management LLC 0.01% New 765 $40K
FMR LLC 0.00% New 683 $36K
Curio Wealth, LLC 0.01% Add +577.0% 677 $36K
Quest 10 Wealth Builders, Inc. 0.03% Add +25.8% 672 $35K
Canton Hathaway, LLC 0.01% New 600 $32K
Eagle Bay Advisors LLC 0.02% New 569 $30K
Crewe Advisors LLC 0.00% Reduce -32.1% 530 $28K
CENTRAL TRUST Co 0.00% New 520 $27K
Optima Capital LLC 0.01% New 512 $27K
Keating Financial Advisory Services, Inc. 0.00% — 476 $25K
Park Place Capital Corp 0.01% Reduce -13.3% 471 $25K
Elyxium Wealth, LLC 0.01% New 469 $25K
Salomon & Ludwin, LLC 0.00% New 440 $23K
Fourth Dimension Wealth, LLC 0.01% No change 377 $20K
Trust Co. of Vermont 0.00% Reduce -29.0% 375 $20K
Rossby Financial, LCC 0.01% Reduce -7.7% 335 $18K
Bangor Savings Bank 0.00% No change 307 $16K
YANKCOM Partnership 0.01% New 298 $16K
Nemes Rush Group LLC 0.00% New 287 $15K
Aventus Investment Advisors, Inc. 0.01% New 258 $14K
Fairway Wealth LLC 0.00% New 222 $12K
Hollencrest Capital Management 0.00% Add +2.4% 218 $11K
Mark Sheptoff Financial Planning, LLC 0.01% No change 200 $11K
Bellevue Asset Management, LLC 0.00% Add +2.6% 199 $11K
High Note Wealth, LLC 0.00% No change 193 $10K
Physician Wealth Advisors, Inc. 0.00% New 191 $10K
Ransom Advisory, Ltd 0.00% New 180 $9K
Tompkins Financial Corp. 0.00% New 169 $9K
REAP Financial Group, LLC 0.00% No change 154 $8K
Strategic Wealth Partners, Ltd. 0.00% Reduce -97.7% 149 $8K
NBT Bank, N.A. 0.00% No change 53 $8K
Birchwood Financial Partners, Inc. 0.01% — 144 $8K
Collier Financial 0.01% Add +2.3% 135 $7K
Root Financial Partners, LLC 0.00% Add +900.0% 110 $6K
Barnes Dennig Private Wealth Management LLC 0.01% No change 103 $5K
Hilton Head Capital Partners, LLC 0.00% — 94 $5K
2UniFi Bank 0.00% No change 94 $5K
Investors Research Corp 0.00% No change 93 $5K
Team Financial Group, LLC 0.00% Add +2.2% 92 $5K
DHJJ Financial Advisors, Ltd. 0.00% Add +1.1% 89 $5K
Archer Investment Corp 0.00% No change 83 $4K
POM Investment Strategies, LLC 0.00% New 70 $4K
Networth Advisors, LLC 0.00% — 67 $4K
Larson Financial Group LLC 0.00% New 45 $2K
Rosenberg Matthew Hamilton 0.00% Reduce -58.5% 44 $2K
Exchange Traded Concepts, LLC 0.00% Reduce -45.2% 40 $2K
Center for Financial Planning, Inc. 0.00% New 36 $2K
Clean Yield Group 0.00% No change 34 $2K
Chelsea Counsel Co. 0.00% No change 26 $1K
MV Capital Management, Inc. 0.00% No change 25 $1K
Richardson Financial Services Inc. 0.00% No change 18 $950
United Financial Planning Group LLC 0.00% Reduce -80.6% 14 $739
Barrett & Company, Inc. 0.00% New 12 $643
Plante Moran Financial Advisors, LLC 0.00% New 7 $369

"% 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.