Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q4 2024 (December 31)533holders +86
64new positions
22sold out
3famous investors
$51.33avg. 13F price*
At the end of Q4 2024, 533 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 86 from Q3 2024. 64 opened new positions and 22 sold out. The largest holders were Envestnet Asset Management Inc. ($3.3B), LPL Financial LLC ($1.3B) and JPMorgan Chase & Co. ($894.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q4 2024)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $357.9M |
| Exits | 22 | $53.7M |
All 13F filers, Q3 2024 → Q4 2024: 29,251,808 shares bought and 5,779,638 shares sold, net +23,472,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 533 holders
| Envestnet Asset Management Inc. | 1.07% | Reduce -1.8% | 65,042,782 | $3.3B |
| LPL Financial LLC | 0.52% | Add +24.2% | 25,080,593 | $1.3B |
| JPMorgan Chase & Co. | 0.07% | Add +28.0% | 17,453,575 | $894.5M |
| BlackRock, Inc. | 0.02% | Reduce -2.6% | 16,465,909 | $843.9M |
| Envestnet Portfolio Solutions, Inc. | 1.63% | Reduce -2.1% | 9,718,066 | $498.1M |
| Cwm, LLC | 1.79% | Reduce -4.8% | 8,424,922 | $431.8M |
| Morgan Stanley | 0.03% | Add +11.9% | 8,334,962 | $427.2M |
| Park Avenue Securities LLC | 3.37% | Add +0.4% | 6,398,299 | $327.9M |
| MML Investors Services, LLC | 0.95% | Add +3.5% | 5,353,223 | $274.4M |
| Dynasty Wealth Management, LLC | 4.22% | New | 4,778,447 | $244.9M |
| Sagespring Wealth Partners, LLC | 6.10% | — | 4,510,417 | $231.2M |
| Ameriprise Financial Inc. | 0.06% | Add +178.8% | 4,327,634 | $221.6M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +25.3% | 4,106,000 | $210.4M |
| Cetera Investment Advisers | 0.43% | Add +10.1% | 4,057,687 | $208.0M |
| Janney Montgomery Scott LLC | 0.53% | Add +3.9% | 3,717,977 | $190.5M |
| Bank of America Corp. | 0.02% | Add +0.8% | 3,708,719 | $190.1M |
| OneDigital Investment Advisors LLC | 2.16% | Reduce -0.6% | 3,627,756 | $185.9M |
| NewEdge Advisors, LLC | 0.92% | Add +35.8% | 2,986,856 | $153.1M |
| Raymond James Financial Inc. | 0.05% | — | 2,710,967 | $138.9M |
| Bank of New York Mellon Corp | 0.02% | Add +0.9% | 2,579,640 | $132.2M |
| Osaic Holdings, Inc. | 0.28% | Add +22.9% | 2,542,748 | $126.3M |
| Sanctuary Advisors, LLC | 0.69% | Add +1.5% | 2,072,947 | $109.6M |
| Commonwealth Equity Services, LLC | 0.15% | Add +24.8% | 2,030,313 | $104.1M |
| JB Capital LLC | 5.81% | Reduce -0.2% | 2,024,950 | $103.8M |
| Foundations Investment Advisors, LLC | 1.94% | Add +2.6% | 1,960,908 | $100.5M |
| United Capital Financial Advisors, LLC | 0.79% | Reduce -6.3% | 1,816,573 | $93.1M |
| Stifel Financial Corp. | 0.08% | Add +5.9% | 1,483,591 | $76.0M |
| Parallel Advisors, LLC | 1.58% | Add +7.4% | 1,362,429 | $69.8M |
| Advocacy Wealth Management, LLC | 5.12% | Add +8.1% | 1,313,513 | $67.3M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -2.0% | 1,236,575 | $64.7M |
| Integrated Wealth Concepts LLC | 0.75% | Reduce -32.0% | 1,255,441 | $64.3M |
| AE Wealth Management LLC | 0.53% | Add +1.1% | 1,223,273 | $62.7M |
| Royal Bank of Canada | 0.01% | Add +16.9% | 1,004,767 | $51.5M |
| Austin Private Wealth, LLC | 4.67% | Add +1.5% | 970,339 | $49.7M |
| Horizon Wealth Management, LLC | 8.28% | Add +22.3% | 928,168 | $47.6M |
| Atria Wealth Solutions, Inc. | 0.50% | Add +0.8% | 890,303 | $45.6M |
| Truist Financial Corp. | 0.07% | Add +2.4% | 849,568 | $43.5M |
| Wells Fargo & Company | 0.01% | Add +17457.2% | 837,655 | $42.9M |
| CreativeOne Wealth, LLC | 1.32% | Reduce -1.5% | 837,517 | $42.9M |
| UBS Group AG | 0.01% | Add +2470.8% | 788,326 | $40.4M |
| Atria Investments, Inc | 0.50% | Reduce -8.5% | 785,151 | $40.2M |
| MA Private Wealth | 7.50% | Add +1.5% | 782,207 | $40.1M |
| Sharkey, Howes & Javer | 5.32% | Reduce -0.9% | 738,255 | $37.8M |
| McMorgan & Co. LLC | 5.62% | Reduce -7.5% | 709,112 | $36.3M |
| Icon Wealth Advisors, LLC | 2.97% | Reduce -4.2% | 704,995 | $36.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +7.2% | 698,686 | $35.8M |
| Scarborough Advisors, LLC | 4.93% | Reduce -3.6% | 680,251 | $34.9M |
| Horst & Graben Wealth Management LLC | 5.84% | Reduce -0.2% | 640,080 | $32.8M |
| US Bancorp \de | 0.04% | Reduce -8.1% | 639,933 | $32.8M |
| Stratos Wealth Partners, LTD. | 0.46% | Add +300.4% | 635,044 | $32.5M |
| Farther Finance Advisors, LLC | 1.11% | Add +57.6% | 600,426 | $30.8M |
| CFS Investment Advisory Services, LLC | 2.61% | Reduce -4.5% | 568,743 | $29.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.34% | Add +11.4% | 561,156 | $28.8M |
| Avantax Advisory Services, Inc. | 0.17% | Add +9.2% | 525,858 | $27.0M |
| SteelPeak Wealth, LLC | 1.11% | Reduce -3.2% | 523,001 | $26.8M |
| Merit Financial Group, LLC | 0.48% | Add +176.3% | 522,946 | $26.8M |
| Tennessee Valley Asset Management Partners | 4.39% | Reduce -1.5% | 512,038 | $26.2M |
| Stokes Family Office, LLC | 2.72% | Reduce -4.9% | 497,247 | $25.5M |
| Strategic Wealth Investment Group, LLC | 1.39% | New | 108,558 | $25.2M |
| Intelligence Driven Advisers, LLC | 4.67% | Reduce -23.2% | 484,905 | $24.9M |
| High Falls Advisors, Inc | 5.76% | Reduce -5.1% | 484,688 | $24.8M |
| West Wealth Group, LLC | 7.39% | Add +5.9% | 483,369 | $24.8M |
| Buttonwood Financial Group, LLC | 13.34% | Reduce -4.0% | 453,201 | $24.1M |
| Stone House Investment Management, LLC | 5.76% | Reduce -15.3% | 442,435 | $22.7M |
| Mariner, LLC | 0.04% | Add +25.7% | 435,329 | $22.3M |
| Security Financial Services, INC. | 4.40% | Reduce -3.9% | 421,705 | $21.6M |
| Capital Planning Advisors, LLC | 3.33% | Add +20.9% | 420,185 | $21.5M |
| One Wealth Advisors, LLC | 3.18% | Add +2.9% | 418,187 | $21.4M |
| Liberty Wealth Management LLC | 3.46% | Add +2.3% | 405,740 | $20.8M |
| Invst, LLC | 2.48% | Reduce -1.6% | 397,779 | $20.4M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -10.7% | 387,304 | $19.8M |
| Orion Portfolio Solutions, LLC | 0.20% | Reduce -10.7% | 387,304 | $19.8M |
| Gries Financial LLC | 3.50% | Add +9.4% | 383,786 | $19.7M |
| Integrity Alliance, Llc. | 2.11% | — | 380,221 | $19.5M |
| High Probability Advisors, LLC | 3.45% | Add +8.5% | 375,438 | $19.2M |
| Strategic Blueprint, LLC | 1.13% | Reduce -0.8% | 371,528 | $19.0M |
| Blue Trust, Inc. | 0.24% | Reduce -10.8% | 367,097 | $18.8M |
| Physician Wealth Advisors, Inc. | 3.17% | Reduce -1.7% | 365,937 | $18.8M |
| Equitable Holdings, Inc. | 0.18% | Reduce -1.0% | 362,609 | $18.6M |
| Wealth Alliance, LLC | 2.19% | Reduce -0.9% | 357,031 | $18.3M |
| Concourse Financial Group Securities, Inc. | 1.03% | Reduce -2.1% | 343,279 | $18.2M |
| Perigon Wealth Management, LLC | 0.44% | Add +18.4% | 347,265 | $17.9M |
| Private Advisor Group, LLC | 0.10% | Add +15.8% | 346,956 | $17.8M |
| Keystone Financial Services | 6.78% | Add +1.2% | 345,662 | $17.7M |
| Detalus Advisors, LLC | 5.83% | Reduce -0.6% | 345,354 | $17.7M |
| Kelly Financial Services LLC | 6.37% | Reduce -0.3% | 344,652 | $17.7M |
| Keystone Financial Group | 1.72% | Add +26.0% | 339,896 | $17.4M |
| Eq LLC | 7.92% | Add +9.9% | 328,910 | $16.9M |
| Ascent Group, LLC | 1.26% | Add +2.8% | 326,953 | $16.8M |
| Summit X, LLC | 3.69% | Reduce -3.7% | 324,913 | $16.7M |
| Royal Harbor Partners, LLC | 6.21% | Reduce -0.3% | 320,860 | $16.4M |
| Cypress Wealth Services, LLC | 3.29% | Add +3.9% | 320,048 | $16.4M |
| KWB Wealth | 2.02% | Add +2.3% | 329,872 | $16.3M |
| Avid Wealth Partners LLC | 11.45% | Reduce -5.2% | 314,544 | $16.1M |
| PAX Financial Group, LLC | 2.87% | Add +5.7% | 312,787 | $16.0M |
| First Hawaiian Bank | 0.52% | Add +6.1% | 309,658 | $15.9M |
| ONE Advisory Partners, LLC | 6.69% | Reduce -2.9% | 294,290 | $15.1M |
| Mutual Advisors, LLC | 0.43% | Add +2.3% | 286,043 | $14.8M |
| Tsfg, LLC | 3.01% | Add +7.9% | 286,167 | $14.7M |
| Ullmann Wealth Partners Group, LLC | 1.86% | Add +16.2% | 281,693 | $14.4M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +60.8% | 280,447 | $14.4M |
| Regatta Capital Group, LLC | 2.78% | Add +5.2% | 279,468 | $14.3M |
| TSA Wealth Managment LLC | 5.80% | Reduce -2.5% | 278,199 | $14.3M |
| Brookstone Capital Management | 0.21% | Reduce -7.8% | 278,089 | $14.3M |
| Midwest Capital Advisors, LLC | 10.36% | — | 276,558 | $14.2M |
| Jones Financial Companies LLLP | 0.01% | Add +351.8% | 269,472 | $13.8M |
| Stonebrook Private Inc. | 3.55% | Add +8.9% | 264,984 | $13.6M |
| Financial Life Advisors | 5.04% | Add +6.8% | 261,729 | $13.4M |
| Legacy Financial Group LLC | 2.14% | Reduce -1.0% | 257,731 | $13.2M |
| Trek Financial, LLC | 0.97% | Add +5.3% | 253,258 | $13.0M |
| Beacon Financial Group | 1.38% | Add +3.9% | 249,285 | $12.8M |
| Kilter Group LLC | 8.28% | — | 248,379 | $12.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +44.0% | 247,793 | $12.7M |
| RFG Advisory, LLC | 0.35% | Add +22.6% | 244,075 | $12.5M |
| ShoreHaven Wealth Partners, LLC | 5.80% | Reduce -2.1% | 239,769 | $12.3M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -2.4% | 238,481 | $12.2M |
| WJ Wealth Management, LLC | 4.17% | Add +3.3% | 236,285 | $12.1M |
| Apeiron RIA LLC | 3.33% | Add +8.1% | 232,041 | $11.9M |
| Rothschild Wealth LLC | 3.44% | Add +3.5% | 229,180 | $11.7M |
| Madrona Financial Services, LLC | 3.17% | Add +7.0% | 227,247 | $11.6M |
| WealthShield Partners, LLC | 1.62% | Reduce -1.2% | 223,428 | $11.5M |
| Ancora Advisors LLC | 0.25% | Add +15.6% | 220,331 | $11.3M |
| Spinnaker Trust | 0.70% | Add +20.9% | 216,513 | $11.1M |
| Bay Harbor Wealth Management, LLC | 3.56% | Add +4.6% | 213,990 | $11.0M |
| Perennial Investment Advisors, LLC | 1.28% | Add +909.2% | 210,961 | $10.8M |
| Snowden Capital Advisors LLC | 0.34% | Reduce -4.7% | 210,568 | $10.8M |
| Two Sigma Investments, LP | 0.03% | New | 209,600 | $10.7M |
| Ameritas Advisory Services, LLC | 0.37% | Add +63.5% | 209,504 | $10.7M |
| Watershed Private Wealth LLC | 4.12% | Reduce -2.9% | 206,199 | $10.6M |
| Scissortail Wealth Management, LLC | 2.68% | Add +25151.9% | 204,288 | $10.5M |
| Swmg, LLC | 4.16% | Add +8.6% | 196,632 | $10.4M |
| Assetmark, Inc. | 0.03% | Add +19.2% | 199,857 | $10.2M |
| Sovran Advisors, LLC | 1.43% | — | 196,969 | $10.0M |
| Regal Investment Advisors LLC | 0.75% | Reduce -4.6% | 195,428 | $10.0M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -6.6% | 190,343 | $9.8M |
| Maia Wealth LLC | 2.06% | Add +6.6% | 182,374 | $9.6M |
| Triad Wealth Partners, LLC | 3.43% | Add +1019.1% | 185,215 | $9.5M |
| WCG Wealth Advisors LLC | 0.61% | Add +2.3% | 180,928 | $9.3M |
| BCGM Wealth Management, LLC | 2.88% | Add +5.9% | 177,408 | $9.1M |
| Beacon Bridge Wealth Partners, LLC | 3.74% | Add +14.3% | 171,872 | $8.8M |
| SkyOak Wealth, LLC | 1.86% | Reduce -3.1% | 169,857 | $8.7M |
| Claro Advisors Inc. | 1.18% | Add +9.9% | 169,722 | $8.7M |
| Jmac Enterprises LLC | 1.36% | Add +7.9% | 169,435 | $8.7M |
| Keebeck Wealth Management | 1.25% | Add +1.3% | 169,024 | $8.7M |
| SigFig Wealth Management, LLC | 0.31% | Reduce -0.3% | 168,076 | $8.7M |
| Vertex Planning Partners, LLC | 1.91% | Add +1.2% | 168,856 | $8.7M |
| Centerline Wealth Advisors, LLC | 5.02% | — | 167,023 | $8.6M |
| John W. Brooker & Co., CPAs | 3.68% | Add +24.2% | 166,241 | $8.5M |
| Cobblestone Asset Management LLC | 5.50% | Reduce -7.0% | 164,446 | $8.4M |
| Focus Financial Network, Inc. | 0.33% | Reduce -3.8% | 163,987 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Add +14.4% | 161,985 | $8.3M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Reduce -45.1% | 159,685 | $8.2M |
| Mayflower Financial Advisors, LLC | 1.22% | Add +4.0% | 159,632 | $8.2M |
| True Vision MN LLC | 4.68% | Reduce -3.4% | 153,954 | $7.9M |
| B&D White Capital Company, LLC | 1.32% | Add +77.2% | 152,343 | $7.8M |
| Lineweaver Wealth Advisors, LLC | 1.44% | Add +0.1% | 151,476 | $7.8M |
| Townsquare Capital LLC | 0.09% | Reduce -4.7% | 147,961 | $7.6M |
| Hobbs Wealth Management, LLC | 8.62% | — | 147,227 | $7.5M |
| Spectrum Planning & Advisory Services Inc. | 6.48% | Add +4.5% | 145,730 | $7.5M |
| Leslie Global Wealth, LLC | 3.46% | New | 145,251 | $7.4M |
| Unique Wealth, LLC | 1.54% | Add +77.5% | 143,843 | $7.4M |
| One Wealth Capital Management, LLC | 3.73% | — | 143,441 | $7.4M |
| Renaissance Technologies | 0.01% | Add +112.7% | 141,900 | $7.3M |
| M1 Capital Management LLC | 3.90% | — | 140,926 | $7.2M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Reduce -3.9% | 140,722 | $7.2M |
| Gen-Wealth Partners Inc | 3.08% | Add +1.7% | 139,882 | $7.2M |
| Cerity Partners LLC | 0.02% | New | 139,008 | $7.1M |
| Ehrlich Financial Group | 5.02% | Reduce -1.3% | 137,823 | $7.1M |
| Collier Financial | 6.26% | — | 136,648 | $7.0M |
| Capital Analysts, LLC | 0.28% | Add +6.3% | 136,539 | $7.0M |
| Principal Securities, Inc. | 0.16% | Add +106.5% | 136,521 | $7.0M |
| Tradition Wealth Management, LLC | 0.61% | Add +11.0% | 135,861 | $7.0M |
| Certus Wealth Management, LLC | 4.64% | Add +4.5% | 130,395 | $6.9M |
| Stratos Wealth Advisors, LLC | 0.32% | Add +8.7% | 132,000 | $6.8M |
| Maxwell Wealth Strategies Inc. | 2.74% | Add +5.7% | 130,749 | $6.7M |
| Ashton Thomas Securities, LLC | 1.82% | Reduce -3.3% | 129,323 | $6.6M |
| Csenge Advisory Group | 0.35% | Add +5.9% | 127,586 | $6.5M |
| Firethorn Wealth Partners, LLC | 3.23% | Reduce -4.7% | 126,739 | $6.5M |
| Braun-Bostich & Associates Inc. | 4.65% | Reduce -3.0% | 126,017 | $6.5M |
| SWP Financial LLC | 3.88% | New | 125,447 | $6.4M |
| Centurion Wealth Management LLC | 2.00% | Reduce -1.3% | 124,520 | $6.4M |
| Mgo One Seven LLC | 0.24% | Reduce -0.9% | 124,008 | $6.4M |
| Forte Asset Management LLC | 3.37% | Reduce -3.2% | 123,766 | $6.3M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Add +323.0% | 122,832 | $6.3M |
| &partners | 0.07% | Add +8.3% | 120,497 | $6.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.83% | Add +20.9% | 120,214 | $6.2M |
| Shared Vision Wealth Group LLC | 3.20% | Reduce -1.6% | 118,794 | $6.1M |
| Genesis Wealth Advisors, LLC | 5.29% | — | 118,331 | $6.1M |
| Waverly Advisors, LLC | 0.09% | Reduce -4.2% | 117,073 | $6.0M |
| Spectrum Wealth Counsel, LLC | 0.68% | Add +850.6% | 113,097 | $5.8M |
| Synergy Investment Management, LLC | 2.45% | — | 111,148 | $5.7M |
| IFP Advisors, Inc | 0.19% | Add +32.3% | 110,724 | $5.7M |
| Advisory Services Network, LLC | 0.10% | Reduce -6.2% | 107,943 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +2.1% | 107,139 | $5.5M |
| Alternative Investment Advisors, LLC. | 2.81% | New | 105,139 | $5.4M |
| Northwest Capital Management Inc | 2.25% | Reduce -4.8% | 102,199 | $5.2M |
| Quadrant Private Wealth Management, LLC | 1.28% | Add +5.8% | 101,777 | $5.2M |
| CoreCap Advisors, LLC | 0.24% | Add +31.6% | 101,644 | $5.2M |
| Lifelong Wealth Advisors, Inc. | 2.33% | — | 101,074 | $5.2M |
| MAI Capital Management | 0.04% | New | 96,083 | $4.9M |
| Lantz Financial LLC | 1.29% | Reduce -0.0% | 94,763 | $4.9M |
| PFG Advisors | 0.30% | Add +5.5% | 94,475 | $4.8M |
| Central Pacific Bank - Trust Division | 0.66% | New | 93,716 | $4.8M |
| Kickstand Ventures, Llc. | 1.22% | Reduce -4.2% | 93,427 | $4.8M |
| FFG Retirement Advisors LLC | 3.11% | Reduce -3.5% | 92,861 | $4.8M |
| Twin Peaks Wealth Advisors, LLC | 1.99% | Add +11.3% | 91,549 | $4.7M |
| Cyndeo Wealth Partners, LLC | 0.32% | Add +0.7% | 91,511 | $4.7M |
| Journey Strategic Wealth LLC | 0.17% | Add +247.3% | 90,546 | $4.6M |
| Advus Financial Partners, LLC | 1.29% | Add +83.2% | 89,415 | $4.6M |
| Patton Albertson Miller Group, LLC | 0.60% | New | 87,461 | $4.5M |
| My Legacy Advisors, LLC | 1.73% | Reduce -1.7% | 86,151 | $4.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | New | 86,900 | $4.5M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Add +2.9% | 86,356 | $4.4M |
| Hoxton Planning & Management, LLC | 1.68% | Reduce -6.4% | 85,762 | $4.4M |
| Barnes Wealth Management Group, Inc | 2.91% | — | 84,646 | $4.3M |
| Elevation Point Wealth Partners, LLC | 0.35% | Reduce -20.8% | 84,106 | $4.3M |
| Verus Capital Partners, LLC | 0.41% | Reduce -12.9% | 83,343 | $4.3M |
| Theory Financial LLC | 1.78% | Add +1.1% | 83,213 | $4.3M |
| Copperleaf Capital, LLC | 2.69% | Add +4.7% | 82,952 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.4% | 82,904 | $4.2M |
| Weil Company, Inc. | 1.46% | Add +36.0% | 82,304 | $4.2M |
| Independent Advisor Alliance | 0.06% | New | 81,606 | $4.2M |
| Eldridge Investment Advisors, Inc. | 0.96% | New | 80,243 | $4.1M |
| Ridgeline Wealth Planning, LLC | 3.92% | — | 80,007 | $4.1M |
| Financial Enhancement Group LLC | 0.61% | New | 79,115 | $4.0M |
| Harbour Investments, Inc. | 0.11% | Reduce -0.3% | 77,838 | $4.0M |
| Endeavor Private Wealth, Inc. | 3.76% | — | 77,191 | $4.0M |
| ArborFi Advisors, LLC | 3.96% | — | 76,914 | $3.9M |
| BridgePort Financial Solutions, LLC | 1.78% | — | 76,789 | $3.9M |
| Apollon Wealth Management, LLC | 0.09% | Add +21.4% | 75,767 | $3.9M |
| Modern Wealth Management, LLC | 0.14% | Add +211.8% | 75,679 | $3.9M |
| KM Capital Management Ltd. | 2.00% | Add +0.1% | 75,412 | $3.9M |
| 5T Wealth, LLC | 2.11% | — | 75,237 | $3.9M |
| Client 1ST Advisory Group, LLC | 1.48% | Add +26.6% | 75,206 | $3.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +32.0% | 75,029 | $3.8M |
| Prospera Financial Services Inc | 0.09% | Add +0.8% | 73,895 | $3.8M |
| Gateway Wealth Partners, LLC | 0.97% | Add +2.4% | 72,814 | $3.7M |
| Diversify Advisory Services, LLC | 0.20% | Reduce -11.7% | 73,186 | $3.7M |
| Avidian Wealth Enterprises, LLC | 0.17% | Reduce -1.6% | 72,360 | $3.7M |
| Davis Wealth Advisors, LLC | 4.05% | — | 71,956 | $3.7M |
| Millington Financial Advisors, LLC | 2.14% | Add +2.9% | 70,591 | $3.7M |
| BlackDiamond Wealth Management, LLC | 2.07% | Reduce -0.2% | 70,049 | $3.6M |
| Mosley Wealth Management | 2.19% | Add +3.3% | 66,906 | $3.5M |
| Kingsview Wealth Management, LLC | 0.07% | Add +111.7% | 67,085 | $3.4M |
| Good Life Advisors, LLC | 0.25% | New | 66,392 | $3.4M |
| Cary Street Partners Financial LLC | 0.11% | — | 65,698 | $3.4M |
| First Heartland Consultants, Inc. | 0.34% | Add +84.5% | 65,436 | $3.4M |
| Global Retirement Partners, LLC | 0.09% | Add +17.8% | 63,688 | $3.3M |
| Spire Wealth Management | 0.10% | Add +1.9% | 63,331 | $3.2M |
| Bush Investment Group, LLC | 2.53% | Add +5.2% | 63,290 | $3.2M |
| Independent Financial Group, LLC | 0.10% | Add +429.1% | 61,584 | $3.2M |
| Retirement Wealth Solutions LLC | 2.63% | — | 61,358 | $3.1M |
| Capital A Wealth Management, LLC | 5.02% | — | 59,071 | $3.0M |
| Redwood Investment Management, LLC | 0.29% | Add +4.5% | 58,910 | $3.0M |
| Concorde Asset Management, LLC | 1.57% | Reduce -2.4% | 58,621 | $3.0M |
| Fullcircle Wealth LLC | 1.21% | Add +10.0% | 55,092 | $3.0M |
| Keystone Wealth Services, LLC | 0.78% | New | 57,297 | $2.9M |
| Flagship Harbor Advisors, LLC | 0.15% | Reduce -0.2% | 56,530 | $2.9M |
| Wealthgarden F.S. LLC | 2.70% | Add +1.9% | 56,447 | $2.9M |
| IFG Advisory, LLC | 0.16% | Add +5.7% | 56,044 | $2.9M |
| Bison Wealth, LLC | 0.35% | — | 55,338 | $2.8M |
| Creative Financial Designs Inc. | 0.23% | Add +37.8% | 54,874 | $2.8M |
| Able Wealth Management LLC | 1.80% | Add +232.3% | 53,480 | $2.7M |
| RCS Financial Planning, LLC | 1.45% | Reduce -0.3% | 53,197 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | Reduce -0.8% | 53,004 | $2.7M |
| Sofi Wealth, LLC | 0.18% | New | 52,638 | $2.7M |
| Commonwealth Retirement Investments LLC | 1.07% | Add +2.1% | 50,533 | $2.6M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -36.4% | 50,262 | $2.6M |
| Financial Advocates Investment Management | 0.15% | Reduce -3.0% | 49,704 | $2.5M |
| Blalock Williams, LLC | 2.93% | — | 49,045 | $2.5M |
| WealthPLAN Partners, LLC | 0.35% | Reduce -5.6% | 48,497 | $2.5M |
| Nwam LLC | 0.15% | Add +22.1% | 47,948 | $2.5M |
| Venturi Wealth Management, LLC | 0.12% | Reduce -9.7% | 47,947 | $2.5M |
| Regimen Wealth, LLC | 0.79% | Reduce -7.3% | 47,543 | $2.4M |
| Interchange Capital Partners, LLC | 0.87% | Reduce -3.8% | 46,671 | $2.4M |
| Clear Creek Financial Management, LLC | 0.25% | Add +7.0% | 44,764 | $2.3M |
| World Investment Advisors | 0.06% | Add +6.3% | 44,373 | $2.3M |
| JFS Wealth Advisors, LLC | 0.15% | Add +2.0% | 44,154 | $2.3M |
| Clearview Wealth Advisors LLC | 1.72% | Add +0.9% | 44,127 | $2.3M |
| BCU Wealth Advisors, LLC | 1.27% | Reduce -1.0% | 43,214 | $2.2M |
| LifePlan Investment Advisors, Inc. | 1.36% | Add +2.7% | 42,950 | $2.2M |
| AQR Capital Management | 0.00% | Add +23.3% | 40,776 | $2.1M |
| Betterment LLC | 0.01% | Add +2.1% | 40,753 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +137.8% | 39,982 | $2.0M |
| Sutton Place Investors LLC | 1.18% | Reduce -1.7% | 39,863 | $2.0M |
| W Advisors, LLC | 1.26% | Add +7.1% | 39,621 | $2.0M |
| OMNI 360 Wealth, Inc. | 1.34% | Add +13.4% | 39,416 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Add +60.2% | 39,413 | $2.0M |
| HSBC Holdings PLC | 0.00% | Reduce -13.5% | 39,003 | $2.0M |
| Anchor Pointe Wealth Management, LLC | 2.57% | — | 38,446 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -10.6% | 38,560 | $2.0M |
| Sovereign Financial Group, Inc. | 0.45% | Reduce -7.2% | 38,320 | $2.0M |
| United Advisor Group, LLC | 0.39% | Add +95.9% | 38,196 | $2.0M |
| Elios Financial Group Inc. | 0.89% | Reduce -1.7% | 36,557 | $1.9M |
| Signal Advisors Wealth, LLC | 0.21% | Reduce -44.0% | 36,418 | $1.9M |
| Aspire Private Capital, LLC | 0.45% | Add +6.3% | 35,561 | $1.8M |
| Maripau Wealth Management LLC | 1.08% | Reduce -43.4% | 35,545 | $1.8M |
| Merkkuri Wealth Advisors LLC | 1.41% | Add +11.9% | 34,691 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.29% | Add +0.8% | 34,626 | $1.8M |
| Centaurus Financial, Inc. | 0.11% | Add +6.4% | 33,896 | $1.7M |
| Hutchens & Kramer Investment Management Group, LLC | 0.93% | Add +2.5% | 33,532 | $1.7M |
| Raleigh Capital Management Inc. | 0.66% | Reduce -2.6% | 33,467 | $1.7M |
| Lionsbridge Wealth Management LLC | 1.43% | Reduce -6.0% | 33,230 | $1.7M |
| BigSur Wealth Management LLC | 0.48% | No change | 32,573 | $1.7M |
| Quotient Wealth Partners, LLC | 0.05% | Add +7.2% | 32,016 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.61% | — | 31,084 | $1.6M |
| Vantage Point Financial LLC | 0.84% | — | 30,528 | $1.6M |
| Cooper Financial Group | 0.19% | Add +42.0% | 30,194 | $1.5M |
| Comerica Bank | 0.01% | Add +35.0% | 30,157 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.3% | 29,856 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +127.6% | 29,435 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +463.5% | 28,705 | $1.5M |
| Dohj, LLC | 0.34% | Add +1.5% | 28,568 | $1.5M |
| Mather Group, Llc. | 0.02% | Add +5.4% | 27,865 | $1.4M |
| Wilmington Savings Fund Society, FSB | 0.03% | New | 27,637 | $1.4M |
| RDA Financial Network | 0.41% | Add +48.6% | 27,369 | $1.4M |
| Pinion Investment Advisors, LLC | 0.56% | Add +29.6% | 27,243 | $1.4M |
| Argent Trust Co | 0.06% | Add +45.9% | 27,237 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +20.1% | 26,657 | $1.4M |
| First Citizens Financial Corp | 0.73% | Add +12.5% | 26,184 | $1.3M |
| Atlatl Advisers LLC | 0.79% | — | 26,164 | $1.3M |
| Absolute Capital Management, LLC | 0.72% | Add +1.1% | 25,300 | $1.3M |
| WealthTrak Capital Management LLC | 1.09% | — | 25,113 | $1.3M |
| Beacon Financial Advisory LLC | 0.42% | Add +14.9% | 25,060 | $1.3M |
| Retirement Planning Group, LLC | 0.06% | No change | 24,860 | $1.3M |
| Arkadios Wealth Advisors | 0.07% | Add +10.9% | 24,782 | $1.3M |
| RHS Financial, LLC | 0.65% | Add +11.0% | 24,546 | $1.3M |
| Fairvoy Private Wealth, LLC | 0.33% | — | 24,377 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.7% | 24,321 | $1.2M |
| Wells Financial Advisors INC | 1.67% | Add +42.4% | 23,935 | $1.2M |
| Semmax Financial Advisors Inc. | 0.33% | Add +15.3% | 22,773 | $1.2M |
| Private Trust Co. NA | 0.12% | Reduce -2.4% | 22,859 | $1.2M |
| Western Wealth Management, LLC | 0.06% | Add +21.1% | 22,602 | $1.2M |
| Semus Wealth Partners LLC | 0.76% | Add +35.3% | 22,452 | $1.2M |
| Accelerate Investment Advisors LLC | 1.01% | Add +19.3% | 22,361 | $1.1M |
| Dentgroup LLC | 0.87% | Add +2.7% | 22,271 | $1.1M |
| Catalina Capital Group, LLC | 0.37% | Reduce -1.7% | 21,915 | $1.1M |
| Golden State Wealth Management, LLC | 0.17% | — | 21,560 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -1.4% | 21,339 | $1.1M |
| FWG Investments, LLC. | 0.85% | Add +24.3% | 21,246 | $1.1M |
| Elevated Capital Advisors, LLC | 0.30% | Reduce -12.6% | 21,164 | $1.1M |
| Resurgent Financial Advisors LLC | 0.64% | Add +16.2% | 21,044 | $1.1M |
| Avantra Family Wealth, Inc. | 1.00% | — | 20,791 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | Add +31.4% | 20,611 | $1.1M |
| VestGen Investment Management | 0.29% | Reduce -22.0% | 20,573 | $1.1M |
| LGT Financial Advisors LLC | 2.33% | Add +23.5% | 20,543 | $1.1M |
| Latitude Advisors, LLC | 0.59% | Add +70.1% | 20,480 | $1.0M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -5.3% | 20,048 | $1.0M |
| Tempus Wealth Planning, LLC | 0.31% | Add +26.8% | 19,992 | $1.0M |
| MKT Advisors LLC | 0.45% | Reduce -4.3% | 19,623 | $1.0M |
| CFO4Life Group, LLC | 0.18% | Add +80.7% | 19,493 | $999K |
| IHT Wealth Management, LLC | 0.03% | Reduce -48.1% | 19,173 | $983K |
| Sound Income Strategies, LLC | 0.06% | Add +4.9% | 19,003 | $974K |
| Lifeworks Advisors, LLC | 0.18% | Reduce -2.4% | 18,996 | $974K |
| Transce3nd, LLC | 0.33% | — | 18,868 | $967K |
| Beacon Financial Planning, Inc. | 0.56% | New | 18,773 | $962K |
| World Equity Group, Inc. | 0.20% | Add +69.7% | 18,653 | $956K |
| Belpointe Asset Management LLC | 0.06% | Add +96.0% | 19,111 | $930K |
| PUREfi Wealth, LLC | 0.91% | — | 18,143 | $930K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -9.9% | 18,082 | $927K |
| Ameriflex Group, Inc. | 0.42% | — | 17,602 | $924K |
| Lloyd Advisory Services, LLC. | 0.43% | Reduce -6.4% | 17,700 | $907K |
| Lantern Wealth Advisors, LLC | 0.56% | Reduce -0.9% | 16,908 | $867K |
| GeoWealth Management, LLC | 0.03% | Reduce -4.3% | 16,877 | $865K |
| MSH Capital Advisors LLC | 0.27% | Add +10.1% | 16,711 | $856K |
| Per Stirling Capital Management, LLC. | 0.12% | New | 16,329 | $837K |
| Sowell Financial Services LLC | 0.04% | Reduce -73.9% | 16,266 | $834K |
| Alterna Wealth Management, Inc. | 0.70% | Reduce -14.4% | 16,154 | $828K |
| Integrated Advisors Network LLC | 0.04% | Add +68.9% | 16,020 | $821K |
| Magnus Financial Group LLC | 0.08% | Add +15.0% | 15,294 | $784K |
| Goldstein Advisors, LLC | 0.11% | Add +52.0% | 15,221 | $780K |
| D.A. Davidson & Co. | 0.01% | Add +9.4% | 15,202 | $779K |
| Peninsula Wealth, LLC | 0.13% | Reduce -4.3% | 15,155 | $777K |
| Etesian Wealth Advisors, Inc. | 0.34% | Add +81.8% | 14,970 | $767K |
| Wedbush Securities Inc. | 0.03% | Add +158.1% | 14,859 | $762K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +32.5% | 14,630 | $750K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -64.7% | 14,466 | $741K |
| LexAurum Advisors, LLC | 0.15% | Add +0.3% | 14,418 | $739K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +10.6% | 14,373 | $737K |
| Foundry Financial Group, Inc. | 0.46% | Reduce -4.3% | 14,346 | $735K |
| Two West Capital Advisors LLC | 0.60% | Add +19.7% | 13,662 | $700K |
| JT Stratford LLC | 0.11% | Reduce -10.8% | 13,474 | $691K |
| Fulcrum Equity Management | 0.67% | Reduce -2.2% | 13,255 | $679K |
| Arcadia Wealth Management, LLC | 0.34% | Add +0.3% | 13,225 | $678K |
| WR Wealth Planners, LLC | 0.21% | Reduce -57.1% | 12,717 | $652K |
| Herold Advisors, Inc. | 0.14% | Reduce -3.8% | 12,633 | $647K |
| Maiden Cove Capital, LLC | 0.99% | Reduce -5.4% | 12,633 | $647K |
| Blue Oak Capital, LLC | 0.38% | — | 12,229 | $627K |
| StoneX Group Inc. | 0.03% | New | 12,077 | $619K |
| FLP Wealth Management, LLC | 1.58% | — | 12,072 | $619K |
| Legacy Edge Advisors, LLC | 0.10% | Reduce -1.6% | 11,849 | $610K |
| Alpha Financial Partners LLC | 0.48% | Reduce -91.6% | 11,770 | $603K |
| Visionary Horizons, LLC | 0.39% | Add +22.7% | 11,569 | $593K |
| Gallagher Fiduciary Advisors, LLC | 0.12% | Add +22.2% | 11,480 | $588K |
| Aveo Capital Partners, LLC | 0.06% | Add +12.2% | 10,942 | $561K |
| Jane Street Group, LLC | 0.00% | Add +158.8% | 10,932 | $560K |
| Gilliland Jeter Wealth Management LLC | 0.19% | Add +46.4% | 10,899 | $559K |
| Pinnacle Family Advisors, LLC | 0.27% | Reduce -1.0% | 10,876 | $557K |
| Vermillion & White Wealth Management Group, LLC | 0.40% | Add +218.8% | 10,649 | $546K |
| Oliver Lagore Vanvalin Investment Group | 0.14% | Reduce -6.4% | 10,578 | $542K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -5.5% | 10,418 | $534K |
| Cary Street Partners Investment Advisory LLC | 0.35% | New | 10,412 | $534K |
| Lion Street Advisors, LLC | 0.17% | Add +36.3% | 10,165 | $521K |
| Embree Financial Group | 0.09% | New | 9,865 | $506K |
| Compound Planning, Inc. | 0.03% | Add +125.5% | 9,834 | $504K |
| New Republic Capital, LLC | 0.33% | Add +9.8% | 9,765 | $500K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -0.2% | 9,394 | $481K |
| DAVENPORT & Co LLC | 0.00% | Add +25.4% | 9,004 | $461K |
| Private Client Services, LLC | 0.25% | New | 9,000 | $461K |
| Richmond Investment Services, LLC | 0.26% | — | 8,950 | $459K |
| Sunbelt Securities, Inc. | 0.04% | Add +28.0% | 8,533 | $439K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -14.2% | 8,517 | $436K |
| GatePass Capital, LLC | 0.48% | — | 8,446 | $433K |
| Quartz Partners, LLC | 0.26% | Reduce -15.6% | 8,445 | $433K |
| Summit Wealth Partners, LLC | 0.09% | Add +43.9% | 8,213 | $421K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -10.9% | 8,120 | $412K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 7,971 | $408K |
| Cape Investment Advisory, Inc. | 0.16% | Add +1.5% | 7,896 | $405K |
| Empirical Asset Management, LLC | 0.13% | Add +5.1% | 7,827 | $401K |
| Advyzon Investment Management, LLC | 0.15% | — | 7,624 | $391K |
| Ridgeline Wealth, LLC | 0.31% | — | 7,461 | $382K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -2.9% | 7,329 | $376K |
| Axim Planning & Wealth | 0.39% | Add +36.6% | 7,142 | $366K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.0% | 6,998 | $359K |
| Everpar Advisors LLC | 0.18% | Reduce -0.6% | 6,895 | $353K |
| ORG Partners LLC | 0.05% | Reduce -13.6% | 6,813 | $349K |
| Bank of Marin | 0.28% | No change | 6,804 | $349K |
| Wellment Financial | 0.42% | — | 6,568 | $337K |
| Western Financial Corp | 0.18% | Reduce -33.7% | 6,347 | $325K |
| Kovack Advisors, Inc. | 0.03% | Add +10.8% | 6,324 | $324K |
| BCS Wealth Management | 0.08% | New | 6,279 | $322K |
| Kelly Financial Group LLC | 0.11% | — | 6,260 | $321K |
| Talisman Wealth Advisors LLC | 0.33% | New | 6,036 | $309K |
| Brown Advisory Inc. | 0.00% | New | 6,019 | $308K |
| Flagstar Securities, Inc. | 0.07% | Reduce -8.6% | 5,803 | $297K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.9% | 5,802 | $297K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 5,740 | $294K |
| Continuum Advisory, LLC | 0.04% | Add +0.8% | 5,682 | $291K |
| Flow Traders U.S. LLC | 0.01% | Reduce -29.8% | 5,681 | $291K |
| QRG Capital Management, Inc. | 0.00% | Add +14.6% | 5,607 | $287K |
| Midwest Heritage Bank, FSB | 0.13% | Reduce -22.2% | 5,569 | $285K |
| Novus Advisors, LLC | 0.26% | — | 5,151 | $264K |
| Thomasville National Bank | 0.02% | No change | 5,116 | $262K |
| Duncan Williams Asset Management, LLC | 0.10% | New | 5,080 | $260K |
| Fortis Advisors, LLC | 0.17% | Add +13.2% | 5,010 | $257K |
| Marex Group Ltd | 0.00% | New | 5,000 | $256K |
| Global Financial Private Client, LLC | 0.09% | Reduce -9.8% | 4,844 | $248K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -0.3% | 4,836 | $248K |
| Veracity Capital LLC | 0.09% | New | 4,765 | $244K |
| Zions Bancorporation, N.A. | 0.02% | No change | 4,709 | $241K |
| Objective Capital Management, LLC | 0.16% | Add +12.5% | 4,572 | $234K |
| Gotham Asset Management | 0.00% | New | 4,560 | $234K |
| International Assets Investment Management, LLC | 0.02% | New | 4,517 | $231K |
| Maridea Wealth Management LLC | 0.07% | — | 4,485 | $230K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -6.3% | 4,481 | $230K |
| Catalyst Financial Partners LLC | 0.04% | Add +2.4% | 4,470 | $229K |
| Prosperity Planning, Inc. | 0.10% | Reduce -5.9% | 4,451 | $228K |
| Mosaic Advisors LLC | 0.27% | New | 4,406 | $226K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -5.8% | 4,336 | $222K |
| Allworth Financial LP | 0.00% | Reduce -25.2% | 4,168 | $221K |
| Cynosure Group, LLC | 0.03% | New | 4,303 | $221K |
| New Century Financial Group, LLC | 0.09% | New | 4,197 | $217K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -95.8% | 4,229 | $217K |
| Avaii Wealth Management, LLC | 0.11% | New | 4,184 | $214K |
| Criterion Capital Advisors, LLC | 0.13% | No change | 4,549 | $214K |
| Mainstream Capital Management LLC | 0.15% | New | 4,116 | $211K |
| Tull Financial Group, Inc. | 0.12% | New | 4,035 | $207K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -3.5% | 3,996 | $205K |
| Vident Advisory, LLC | 0.00% | New | 3,993 | $205K |
| Kingdom Financial Group LLC. | 0.14% | Reduce -4.0% | 3,953 | $203K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | New | 3,951 | $202K |
| Marks Group Wealth Management, Inc | 0.02% | New | 3,927 | $201K |
| REAP Financial Group, LLC | 0.04% | Reduce -5.5% | 3,312 | $170K |
| Kestra Investment Management, LLC | 0.01% | New | 2,639 | $135K |
| Arlington Trust Co LLC | 0.03% | No change | 2,437 | $125K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 2,131 | $109K |
| Quest 10 Wealth Builders, Inc. | 0.10% | — | 1,994 | $102K |
| Avior Wealth Management, LLC | 0.00% | Add +23.1% | 1,878 | $96K |
| Tucker Asset Management LLC | 0.02% | Add +28.9% | 1,875 | $96K |
| Wintrust Investments LLC | 0.07% | Add +4.3% | 1,595 | $81K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,471 | $75K |
| Tidemark, LLC | 0.03% | Reduce -5.3% | 1,455 | $75K |
| Geneos Wealth Management Inc. | 0.00% | Add +238.3% | 1,228 | $63K |
| PSI Advisors, LLC | 0.02% | New | 1,151 | $59K |
| Tompkins Financial Corp. | 0.01% | Add +77.1% | 1,105 | $57K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -13.7% | 1,021 | $53K |
| Sandy Spring Bank | 0.00% | No change | 1,040 | $53K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -5.1% | 1,027 | $53K |
| Roxbury Financial LLC | 0.04% | — | 862 | $45K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 834 | $43K |
| Beacon Capital Management, LLC | 0.01% | Reduce -14.6% | 824 | $42K |
| Bellevue Asset Management, LLC | 0.02% | New | 620 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 577 | $30K |
| Evermay Wealth Management LLC | 0.00% | No change | 554 | $28K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 519 | $27K |
| Smithfield Trust Co | 0.00% | No change | 477 | $24K |
| VSM Wealth Advisory, LLC | 0.01% | — | 421 | $22K |
| Chesapeake Asset Management LLC | 0.02% | No change | 386 | $20K |
| Fifth Third Bancorp | 0.00% | No change | 365 | $19K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 352 | $18K |
| Bessemer Group Inc. | 0.00% | No change | 305 | $16K |
| Park Place Capital Corp | 0.00% | No change | 304 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 292 | $15K |
| Basso Capital Management, L.P. | 0.01% | New | 292 | $15K |
| Lindbrook Capital, LLC | 0.00% | Reduce -69.7% | 288 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | New | 222 | $11K |
| Park Square Financial Group, LLC | 0.01% | — | 220 | $11K |
| Decker Retirement Planning Inc. | 0.01% | — | 215 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 201 | $10K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 172 | $9K |
| Brooklyn Investment Group | 0.00% | New | 171 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 162 | $8K |
| Caldwell Trust Co | 0.00% | New | 133 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 127 | $7K |
| St Germain D J Co. Inc. | 0.00% | No change | 98 | $5K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 94 | $5K |
| Affinity Wealth LLC | 0.00% | — | 91 | $5K |
| Oarsman Capital, Inc. | 0.00% | No change | 82 | $4K |
| Archer Investment Corp | 0.00% | New | 72 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -49.6% | 67 | $3K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 64 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 59 | $3K |
| Truvestments Capital LLC | 0.00% | New | 50 | $3K |
| Colonial Trust Advisors | 0.00% | New | 41 | $2K |
| National Bank of Canada | 0.00% | No change | 30 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 29 | $1K |
| Larson Financial Group LLC | 0.00% | New | 21 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 29 | $1K |
| Abound Wealth Management | 0.00% | New | 19 | $977 |
| FMR LLC | 0.00% | Add +30.8% | 17 | $871 |
| Citigroup Inc. | 0.00% | Reduce -25.0% | 6 | $308 |
| Smartleaf Asset Management LLC | 0.00% | New | 6 | $308 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $99 |
"% of holder's portfolio" is DYNF's weight in each manager's 13F, not the share of Ishrs US E F R A ETF-Usd Inc. the manager owns.