Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q1 2025 (March 31)562holders +29
68new positions
34sold out
4famous investors
$48.77avg. 13F price*
At the end of Q1 2025, 562 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 29 from Q4 2024. 68 opened new positions and 34 sold out. The largest holders were Envestnet Asset Management Inc. ($3.4B), LPL Financial LLC ($1.4B) and BlackRock, Inc. ($944.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q1 2025)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $230.8M |
| Exits | 34 | $52.4M |
All 13F filers, Q4 2024 → Q1 2025: 44,760,645 shares bought and 5,390,428 shares sold, net +39,370,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 562 holders
| Envestnet Asset Management Inc. | 1.08% | Add +5.7% | 68,717,930 | $3.4B |
| LPL Financial LLC | 0.54% | Add +12.8% | 28,291,120 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +17.6% | 19,369,857 | $944.5M |
| JPMorgan Chase & Co. | 0.07% | Add +6.6% | 18,612,216 | $907.5M |
| Morgan Stanley | 0.03% | Add +19.5% | 9,963,457 | $485.8M |
| Cwm, LLC | 1.56% | Reduce -4.8% | 8,022,923 | $391.2M |
| Envestnet Portfolio Solutions, Inc. | 1.34% | Reduce -26.3% | 7,163,492 | $349.3M |
| Park Avenue Securities LLC | 4.16% | Add +8.6% | 6,947,393 | $338.8M |
| Ameriprise Financial Inc. | 0.09% | Add +54.1% | 6,667,521 | $325.1M |
| Bank of America Corp. | 0.03% | Add +78.7% | 6,627,242 | $323.1M |
| MML Investors Services, LLC | 0.98% | Add +12.4% | 6,019,761 | $293.5M |
| Dynasty Wealth Management, LLC | 4.37% | Add +12.5% | 5,377,151 | $262.2M |
| Cetera Investment Advisers | 0.48% | Add +26.3% | 5,123,558 | $249.8M |
| Sagespring Wealth Partners, LLC | 6.10% | Add +10.0% | 4,959,583 | $241.8M |
| Northwestern Mutual Wealth Management Co. | 0.19% | Add +16.2% | 4,769,555 | $232.6M |
| Raymond James Financial Inc. | 0.08% | Add +51.8% | 4,114,508 | $200.6M |
| Janney Montgomery Scott LLC | 0.52% | Add +1.5% | 3,774,434 | $184.0M |
| OneDigital Investment Advisors LLC | 2.11% | Add +0.8% | 3,655,302 | $178.2M |
| NewEdge Advisors, LLC | 0.95% | Add +9.3% | 3,265,639 | $159.2M |
| Bank of New York Mellon Corp | 0.03% | Add +7.0% | 2,760,735 | $134.6M |
| Commonwealth Equity Services, LLC | 0.18% | Add +31.9% | 2,678,677 | $130.6M |
| Osaic Holdings, Inc. | 0.27% | Reduce -2.3% | 2,483,297 | $121.1M |
| Sofi Wealth, LLC | 8.97% | Add +4546.7% | 2,445,932 | $119.3M |
| Foundations Investment Advisors, LLC | 1.98% | Add +12.1% | 2,197,268 | $107.1M |
| Sanctuary Advisors, LLC | 0.73% | Add +3.2% | 2,140,207 | $104.4M |
| JB Capital LLC | 5.72% | Add +5.1% | 2,128,805 | $103.8M |
| United Capital Financial Advisors, LLC | 0.75% | Reduce -1.3% | 1,793,418 | $87.4M |
| Merit Financial Group, LLC | 1.30% | Add +240.8% | 1,782,126 | $86.9M |
| Royal Bank of Canada | 0.02% | Add +75.0% | 1,758,241 | $85.7M |
| Stifel Financial Corp. | 0.09% | Add +18.1% | 1,751,978 | $85.4M |
| Advocacy Wealth Management, LLC | 5.40% | Add +23.8% | 1,625,495 | $79.3M |
| FORM Wealth Advisors, LLC | 10.28% | — | 1,552,109 | $75.7M |
| UBS Group AG | 0.02% | Add +96.3% | 1,547,796 | $75.5M |
| Parallel Advisors, LLC | 1.62% | Add +7.8% | 1,469,251 | $71.6M |
| Wells Fargo & Company | 0.02% | Add +64.6% | 1,378,981 | $67.2M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -0.4% | 1,231,709 | $64.5M |
| Integrated Wealth Concepts LLC | 0.71% | Reduce -1.1% | 1,241,991 | $60.6M |
| Equitable Holdings, Inc. | 0.57% | Add +242.3% | 1,241,130 | $60.5M |
| AE Wealth Management LLC | 0.49% | Reduce -1.5% | 1,204,805 | $58.7M |
| Austin Private Wealth, LLC | 4.62% | Add +8.8% | 1,055,861 | $51.5M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +44.8% | 1,011,926 | $49.3M |
| Ascent Group, LLC | 2.10% | Add +207.0% | 1,003,637 | $48.9M |
| Stratos Investment Management, LLC | 2.46% | New | 948,646 | $46.3M |
| Truist Financial Corp. | 0.07% | Add +7.0% | 908,720 | $44.3M |
| Atria Wealth Solutions, Inc. | 0.52% | Reduce -0.3% | 887,155 | $43.3M |
| Sharkey, Howes & Javer | 5.94% | Add +15.3% | 851,042 | $41.5M |
| Stratos Wealth Partners, LTD. | 0.62% | Add +30.3% | 827,593 | $40.4M |
| MA Private Wealth | 7.47% | Add +4.2% | 814,907 | $39.7M |
| Atria Investments, Inc | 0.50% | Add +2.5% | 804,511 | $39.2M |
| CreativeOne Wealth, LLC | 1.17% | Reduce -4.5% | 800,227 | $39.0M |
| Icon Wealth Advisors, LLC | 3.05% | Add +7.8% | 760,117 | $37.1M |
| McMorgan & Co. LLC | 5.52% | Reduce -0.2% | 707,684 | $34.5M |
| Scarborough Advisors, LLC | 4.88% | Add +3.2% | 702,306 | $34.2M |
| Farther Finance Advisors, LLC | 0.86% | Add +15.3% | 692,343 | $33.9M |
| CFO4Life Group, LLC | 5.37% | Add +3254.3% | 653,852 | $31.9M |
| Horst & Graben Wealth Management LLC | 5.67% | Add +1.4% | 648,713 | $31.6M |
| US Bancorp \de | 0.04% | Add +0.2% | 641,021 | $31.3M |
| Horizon Wealth Management, LLC | 5.01% | Reduce -34.3% | 610,051 | $29.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.33% | Add +7.4% | 602,537 | $29.5M |
| CFS Investment Advisory Services, LLC | 2.57% | Add +4.0% | 591,439 | $28.8M |
| Shepherd Financial Partners LLC | 3.34% | New | 584,390 | $28.5M |
| Avantax Advisory Services, Inc. | 0.17% | Add +8.9% | 572,552 | $27.9M |
| SteelPeak Wealth, LLC | 1.15% | Add +5.8% | 553,166 | $27.0M |
| Stone House Investment Management, LLC | 5.33% | Add +21.9% | 539,326 | $26.3M |
| Tennessee Valley Asset Management Partners | 4.24% | Add +4.2% | 533,322 | $26.0M |
| Intelligence Driven Advisers, LLC | 4.74% | Add +4.2% | 505,133 | $24.6M |
| West Wealth Group, LLC | 7.26% | Add +3.9% | 502,110 | $24.6M |
| High Falls Advisors, Inc | 5.59% | Add +0.7% | 487,964 | $23.8M |
| Integrity Alliance, Llc. | 0.91% | Add +24.1% | 471,786 | $23.0M |
| Stokes Family Office, LLC | 2.57% | Reduce -5.9% | 467,963 | $22.8M |
| Mariner, LLC | 0.04% | Add +7.0% | 465,825 | $22.7M |
| Madison Wealth Partners, Inc | 5.52% | New | 458,924 | $22.4M |
| Buttonwood Financial Group, LLC | 12.87% | Add +5.5% | 478,284 | $21.9M |
| Madrona Financial Services, LLC | 6.01% | Add +97.2% | 448,064 | $21.8M |
| Gries Financial LLC | 4.22% | Add +16.3% | 446,232 | $21.8M |
| Security Financial Services, INC. | 4.25% | Add +4.2% | 439,551 | $21.4M |
| Liberty Wealth Management LLC | 4.01% | Add +6.0% | 429,888 | $21.0M |
| Insight Wealth Strategies, LLC | 2.80% | New | 426,495 | $20.8M |
| Jones Financial Companies LLLP | 0.02% | Add +56.6% | 421,982 | $20.5M |
| Capital Planning Advisors, LLC | 3.15% | Reduce -0.4% | 418,343 | $20.4M |
| Private Advisor Group, LLC | 0.12% | Add +18.4% | 410,829 | $20.0M |
| One Wealth Advisors, LLC | 2.98% | Reduce -2.1% | 409,279 | $20.0M |
| Kestra Private Wealth Services, LLC | 0.32% | Add +42.2% | 398,718 | $19.4M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +2.9% | 398,572 | $19.4M |
| Orion Portfolio Solutions, LLC | 0.19% | Add +2.9% | 398,572 | $19.4M |
| High Probability Advisors, LLC | 3.20% | Add +4.8% | 393,284 | $19.2M |
| KWB Wealth | 2.28% | Add +11.8% | 368,667 | $18.9M |
| Physician Wealth Advisors, Inc. | 3.25% | Add +5.7% | 386,683 | $18.9M |
| Wealth Alliance, LLC | 2.23% | Add +6.0% | 378,545 | $18.5M |
| Strategic Blueprint, LLC | 1.00% | Add +1.3% | 376,471 | $18.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.34% | New | 376,398 | $18.4M |
| Perigon Wealth Management, LLC | 0.46% | Add +6.7% | 370,445 | $18.1M |
| Blue Trust, Inc. | 0.23% | Add +0.7% | 369,582 | $18.0M |
| Eq LLC | 8.35% | Add +11.4% | 366,579 | $17.9M |
| Kelly Financial Services LLC | 6.07% | Add +3.9% | 358,201 | $17.5M |
| Keystone Financial Group | 1.74% | Add +3.1% | 350,350 | $17.1M |
| Keystone Financial Services | 6.51% | Add +1.3% | 350,203 | $17.1M |
| Cypress Wealth Services, LLC | 3.44% | Add +8.6% | 347,545 | $16.9M |
| Detalus Advisors, LLC | 5.31% | Add +0.5% | 347,046 | $16.9M |
| B&D White Capital Company, LLC | 2.47% | Add +125.3% | 343,161 | $16.7M |
| Avid Wealth Partners LLC | 11.14% | Add +7.0% | 336,728 | $16.4M |
| PAX Financial Group, LLC | 2.88% | Add +6.4% | 332,902 | $16.2M |
| Perennial Investment Advisors, LLC | 1.80% | Add +55.1% | 327,142 | $16.0M |
| Summit X, LLC | 3.32% | Reduce -0.4% | 323,556 | $15.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +30.1% | 322,331 | $15.7M |
| First Hawaiian Bank | 2.28% | Add +3.7% | 321,154 | $15.7M |
| MAI Capital Management | 0.12% | Add +229.2% | 316,266 | $15.4M |
| Tsfg, LLC | 3.14% | Add +10.1% | 315,099 | $15.4M |
| Trek Financial, LLC | 1.11% | Add +24.1% | 314,379 | $15.3M |
| Midwest Capital Advisors, LLC | 9.39% | Add +13.5% | 313,781 | $15.3M |
| Royal Harbor Partners, LLC | 5.88% | Reduce -3.0% | 311,212 | $15.2M |
| ONE Advisory Partners, LLC | 6.39% | Add +4.2% | 306,739 | $15.0M |
| Mutual Advisors, LLC | 0.43% | Add +8.0% | 308,813 | $14.9M |
| Brookstone Capital Management | 0.21% | Add +9.4% | 304,203 | $14.8M |
| Financial Life Advisors | 5.46% | Add +14.7% | 300,218 | $14.6M |
| Ullmann Wealth Partners Group, LLC | 1.94% | Add +6.4% | 299,832 | $14.6M |
| Vestmark Advisory Solutions, Inc. | 0.37% | New | 292,115 | $14.2M |
| Regatta Capital Group, LLC | 2.73% | Add +3.3% | 288,608 | $14.1M |
| Beacon Financial Group | 1.53% | Add +15.0% | 286,580 | $14.0M |
| TSA Wealth Managment LLC | 5.48% | Add +1.6% | 282,702 | $13.8M |
| B. Riley Wealth Advisors, Inc. | 0.41% | Add +72.3% | 275,117 | $13.4M |
| U.S. Capital Wealth Advisors, LLC | 0.41% | Add +94.2% | 273,303 | $13.3M |
| Unique Wealth, LLC | 2.51% | Add +89.5% | 272,546 | $13.3M |
| Stonebrook Private Inc. | 3.40% | Add +1.1% | 267,860 | $13.1M |
| ShoreHaven Wealth Partners, LLC | 6.24% | Add +11.4% | 267,010 | $13.0M |
| VestGen Advisors, LLC | 0.58% | — | 260,145 | $12.7M |
| Kilter Group LLC | 8.24% | Add +4.2% | 258,824 | $12.6M |
| Legacy Financial Group LLC | 1.94% | Add +0.4% | 258,782 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +6.2% | 253,146 | $12.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +189.3% | 251,417 | $12.3M |
| Spinnaker Trust | 0.79% | Add +14.4% | 247,596 | $12.1M |
| Rothschild Wealth LLC | 3.36% | Add +7.3% | 246,004 | $12.0M |
| Invst, LLC | 1.58% | Reduce -40.4% | 236,925 | $11.6M |
| WJ Wealth Management, LLC | 4.01% | Reduce -1.5% | 232,756 | $11.3M |
| Bay Harbor Wealth Management, LLC | 3.54% | Add +7.3% | 229,647 | $11.2M |
| HighTower Advisors, LLC | 0.02% | Add +41.6% | 229,387 | $11.2M |
| Snowden Capital Advisors LLC | 0.35% | Add +7.1% | 225,427 | $11.0M |
| WealthShield Partners, LLC | 1.41% | Add +0.2% | 223,822 | $10.9M |
| Triad Wealth Partners, LLC | 3.38% | Add +20.4% | 223,009 | $10.9M |
| Eldridge Investment Advisors, Inc. | 2.43% | Add +170.1% | 216,711 | $10.6M |
| Watershed Private Wealth LLC | 4.18% | Add +3.9% | 214,191 | $10.4M |
| Assetmark, Inc. | 0.03% | Add +6.5% | 212,749 | $10.4M |
| Apollon Wealth Management, LLC | 0.22% | Add +174.3% | 207,826 | $10.1M |
| Keebeck Wealth Management | 1.49% | Add +22.0% | 206,264 | $10.1M |
| Ancora Advisors LLC | 0.22% | Reduce -6.5% | 206,068 | $10.0M |
| Regal Investment Advisors LLC | 0.80% | Add +4.2% | 203,651 | $9.9M |
| First Horizon Advisors, Inc. | 0.28% | Add +6.6% | 202,886 | $9.9M |
| Scissortail Wealth Management, LLC | 2.54% | Reduce -0.8% | 202,726 | $9.9M |
| Patton Albertson Miller Group, LLC | 1.42% | Add +124.3% | 196,154 | $9.6M |
| Sovran Advisors, LLC | 1.24% | Add +5.6% | 207,950 | $9.6M |
| Ameritas Advisory Services, LLC | 0.38% | Reduce -11.2% | 186,081 | $9.5M |
| Swmg, LLC | 3.75% | Reduce -0.3% | 196,108 | $9.5M |
| BCGM Wealth Management, LLC | 2.82% | Add +6.0% | 188,010 | $9.2M |
| Cobblestone Asset Management LLC | 5.31% | Add +13.5% | 186,620 | $9.1M |
| Claro Advisors Inc. | 1.21% | Add +9.6% | 186,035 | $9.1M |
| Beacon Bridge Wealth Partners, LLC | 3.81% | Add +6.5% | 183,103 | $8.9M |
| McNaughton Wealth Management, LLC | 4.33% | New | 182,752 | $8.9M |
| John W. Brooker & Co., CPAs | 3.67% | Add +9.6% | 182,184 | $8.9M |
| Van Hulzen Asset Management, LLC | 0.80% | Add +8360.4% | 180,291 | $8.8M |
| Maia Wealth LLC | 1.98% | Add +1.6% | 185,291 | $8.7M |
| Jmac Enterprises LLC | 2.04% | Add +4.2% | 176,624 | $8.6M |
| Vertex Planning Partners, LLC | 1.87% | Add +4.0% | 175,590 | $8.6M |
| Focus Financial Network, Inc. | 0.35% | Add +6.2% | 174,217 | $8.5M |
| Weil Company, Inc. | 2.50% | Add +108.5% | 171,632 | $8.4M |
| SigFig Wealth Management, LLC | 0.30% | Add +1.4% | 170,481 | $8.3M |
| Centerline Wealth Advisors, LLC | 4.84% | Reduce -0.3% | 166,488 | $8.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +121.7% | 166,364 | $8.1M |
| Mayflower Financial Advisors, LLC | 1.22% | Add +3.4% | 165,070 | $8.0M |
| SkyOak Wealth, LLC | 1.75% | Reduce -3.5% | 163,823 | $8.0M |
| Hobbs Wealth Management, LLC | 8.45% | Add +6.1% | 156,260 | $7.6M |
| Capital Analysts, LLC | 0.28% | Add +14.1% | 155,754 | $7.6M |
| Spectrum Wealth Counsel, LLC | 0.91% | Add +37.4% | 155,434 | $7.6M |
| Lineweaver Wealth Advisors, LLC | 1.28% | Add +1.9% | 154,335 | $7.5M |
| Spectrum Planning & Advisory Services Inc. | 6.25% | Add +5.6% | 153,935 | $7.5M |
| True Vision MN LLC | 4.49% | Reduce -0.1% | 153,777 | $7.5M |
| Townsquare Capital LLC | 0.08% | Reduce -0.7% | 146,926 | $7.2M |
| Edge Financial Advisors LLC | 4.50% | New | 146,097 | $7.1M |
| Tull Financial Group, Inc. | 4.10% | Add +3477.8% | 144,366 | $7.0M |
| Gen-Wealth Partners Inc | 2.93% | Add +3.0% | 144,074 | $7.0M |
| Principal Securities, Inc. | 0.16% | Reduce -0.0% | 136,498 | $7.0M |
| Tradition Wealth Management, LLC | 0.61% | Add +5.2% | 142,962 | $7.0M |
| Ehrlich Financial Group | 5.04% | Add +2.8% | 141,702 | $6.9M |
| Certus Wealth Management, LLC | 4.66% | Add +2.8% | 134,058 | $6.9M |
| Forte Asset Management LLC | 3.45% | Add +13.4% | 140,335 | $6.8M |
| One Wealth Capital Management, LLC | 3.67% | Reduce -2.2% | 140,224 | $6.8M |
| Menora Mivtachim Holdings LTD. | 0.04% | New | 137,516 | $6.7M |
| Csenge Advisory Group | 0.38% | Add +14.0% | 145,460 | $6.7M |
| Creative Planning | 0.01% | New | 136,757 | $6.7M |
| Baird Financial Group, Inc. | 0.01% | Add +64.5% | 136,369 | $6.6M |
| Synergy Investment Management, LLC | 2.78% | Add +22.7% | 136,343 | $6.6M |
| M1 Capital Management LLC | 4.13% | Reduce -3.8% | 135,522 | $6.6M |
| SWP Financial LLC | 4.02% | Add +7.6% | 135,010 | $6.6M |
| Cerity Partners LLC | 0.01% | Reduce -3.4% | 134,298 | $6.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.87% | Add +11.1% | 133,588 | $6.5M |
| Centurion Wealth Management LLC | 2.00% | No change | 124,520 | $6.4M |
| CoreCap Advisors, LLC | 0.28% | Add +28.3% | 130,377 | $6.4M |
| Apeiron RIA LLC | 1.92% | Reduce -43.9% | 130,214 | $6.3M |
| Waverly Advisors, LLC | 0.08% | Add +11.2% | 130,181 | $6.3M |
| Firethorn Wealth Partners, LLC | 3.02% | Add +2.4% | 129,756 | $6.3M |
| Genesis Wealth Advisors, LLC | 5.02% | Add +7.3% | 127,016 | $6.2M |
| Braun-Bostich & Associates Inc. | 4.51% | Reduce -0.7% | 125,134 | $6.1M |
| &partners | 0.06% | Add +4.4% | 125,779 | $6.1M |
| Ashton Thomas Securities, LLC | 1.67% | Reduce -4.3% | 123,723 | $6.0M |
| Shared Vision Wealth Group LLC | 3.21% | Add +1.6% | 120,661 | $5.9M |
| Quadrant Private Wealth Management, LLC | 1.46% | Add +18.0% | 120,136 | $5.9M |
| Central Pacific Bank - Trust Division | 0.85% | Add +28.1% | 120,021 | $5.9M |
| Mgo One Seven LLC | 0.23% | Reduce -3.5% | 119,665 | $5.8M |
| Endeavor Private Wealth, Inc. | 3.12% | Add +52.6% | 117,797 | $5.7M |
| RFG Advisory, LLC | 0.15% | Reduce -52.1% | 116,812 | $5.7M |
| Alternative Investment Advisors, LLC. | 2.96% | Add +9.3% | 114,892 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +6.3% | 113,842 | $5.6M |
| Advisory Services Network, LLC | 0.10% | Add +0.7% | 108,665 | $5.3M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Reduce -12.1% | 107,968 | $5.3M |
| Lifelong Wealth Advisors, Inc. | 2.42% | Add +4.9% | 106,043 | $5.2M |
| Modern Wealth Management, LLC | 0.16% | Add +39.3% | 105,431 | $5.1M |
| Good Life Advisors, LLC | 0.36% | Add +58.2% | 105,060 | $5.1M |
| IFP Advisors, Inc | 0.16% | Reduce -6.7% | 103,274 | $5.0M |
| Twin Peaks Wealth Advisors, LLC | 2.29% | Add +16.7% | 106,876 | $5.0M |
| PFG Advisors | 0.28% | Add +8.3% | 102,306 | $5.0M |
| Simplicity Wealth,LLC | 0.38% | New | 100,440 | $4.9M |
| KM Capital Management Ltd. | 2.64% | Add +33.0% | 100,336 | $4.9M |
| Lantz Financial LLC | 1.32% | Add +4.5% | 99,001 | $4.8M |
| Harbour Investments, Inc. | 0.14% | Add +25.9% | 98,032 | $4.8M |
| Leslie Global Wealth, LLC | 2.32% | Reduce -32.8% | 97,588 | $4.8M |
| Cornerstone Wealth Group, LLC | 0.39% | New | 97,176 | $4.7M |
| Kropog Financial Group, LLC | 4.46% | New | 96,290 | $4.7M |
| Cyndeo Wealth Partners, LLC | 0.31% | Add +4.8% | 95,945 | $4.7M |
| Journey Strategic Wealth LLC | 0.16% | Add +4.5% | 94,588 | $4.6M |
| Advus Financial Partners, LLC | 1.28% | Add +4.5% | 93,466 | $4.6M |
| Bellevue Asset Management, LLC | 2.48% | Add +14921.9% | 93,136 | $4.5M |
| Kickstand Ventures, Llc. | 1.16% | Reduce -1.4% | 92,088 | $4.5M |
| Shira Ridge Wealth Management | 2.19% | New | 90,219 | $4.4M |
| BridgePort Financial Solutions, LLC | 1.95% | Add +15.7% | 88,847 | $4.3M |
| ArborFi Advisors, LLC | 4.30% | Add +15.5% | 88,846 | $4.3M |
| FFG Retirement Advisors LLC | 2.94% | Reduce -4.7% | 88,523 | $4.3M |
| Hoxton Planning & Management, LLC | 1.64% | Add +3.0% | 88,362 | $4.3M |
| Barnes Wealth Management Group, Inc | 2.75% | Add +3.9% | 87,905 | $4.3M |
| My Legacy Advisors, LLC | 1.63% | Add +0.5% | 86,563 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Reduce -0.6% | 85,882 | $4.2M |
| Elevation Point Wealth Partners, LLC | 0.36% | Add +1.9% | 85,699 | $4.2M |
| Theory Financial LLC | 1.75% | Add +2.5% | 85,303 | $4.2M |
| Kingsview Wealth Management, LLC | 0.08% | Add +27.1% | 85,247 | $4.2M |
| Ridgeline Wealth Planning, LLC | 4.05% | Add +5.6% | 84,512 | $4.1M |
| Prospera Financial Services Inc | 0.09% | Add +14.0% | 84,259 | $4.1M |
| Copperleaf Capital, LLC | 2.46% | Add +1.6% | 84,263 | $4.1M |
| Verus Capital Partners, LLC | 0.41% | Add +1.0% | 84,187 | $4.1M |
| 5T Wealth, LLC | 2.33% | Add +11.7% | 84,007 | $4.1M |
| Trilogy Capital Inc. | 0.21% | New | 81,609 | $4.0M |
| Client 1ST Advisory Group, LLC | 1.52% | Add +6.7% | 80,239 | $3.9M |
| Northwest Capital Management Inc | 1.56% | Reduce -24.0% | 77,629 | $3.8M |
| Gateway Wealth Partners, LLC | 0.85% | Add +6.4% | 77,450 | $3.8M |
| Independent Financial Group, LLC | 0.13% | Add +25.0% | 76,968 | $3.8M |
| Able Wealth Management LLC | 2.22% | Add +43.5% | 76,745 | $3.7M |
| Davis Wealth Advisors, LLC | 4.19% | Add +5.7% | 76,085 | $3.7M |
| Financial Enhancement Group LLC | 0.57% | Add +0.7% | 79,662 | $3.7M |
| Retirement Wealth Solutions LLC | 2.87% | Add +18.8% | 72,866 | $3.6M |
| Creative Financial Designs Inc. | 0.28% | Add +31.7% | 72,279 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.16% | Reduce -0.4% | 72,050 | $3.5M |
| Millington Financial Advisors, LLC | 2.16% | Add +6.5% | 75,190 | $3.5M |
| Pinion Investment Advisors, LLC | 0.77% | Add +161.6% | 71,260 | $3.5M |
| BlackDiamond Wealth Management, LLC | 2.27% | Reduce -3.3% | 67,730 | $3.4M |
| Captrust Financial Advisors | 0.01% | New | 66,249 | $3.2M |
| Signet Financial Management, LLC | 0.43% | New | 65,892 | $3.2M |
| Bush Investment Group, LLC | 2.37% | Add +1.9% | 64,493 | $3.1M |
| Diversify Advisory Services, LLC | 0.19% | Reduce -13.5% | 63,311 | $3.1M |
| Redwood Investment Management, LLC | 0.32% | Add +4.3% | 61,463 | $3.0M |
| AQR Capital Management | 0.00% | Add +50.4% | 61,343 | $3.0M |
| Spire Wealth Management | 0.10% | Reduce -3.7% | 60,962 | $3.0M |
| Cary Street Partners Financial LLC | 0.09% | Reduce -8.1% | 60,380 | $2.9M |
| IFG Advisory, LLC | 0.16% | Add +7.0% | 59,938 | $2.9M |
| Keystone Wealth Services, LLC | 0.76% | Add +0.8% | 57,730 | $2.8M |
| RCS Financial Planning, LLC | 1.48% | Add +8.3% | 57,593 | $2.8M |
| Fullcircle Wealth LLC | 1.16% | Add +5.6% | 58,181 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +1.2% | 57,184 | $2.8M |
| Concorde Asset Management, LLC | 1.49% | Reduce -0.3% | 58,419 | $2.8M |
| Wealthgarden F.S. LLC | 2.56% | Reduce -3.3% | 54,610 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | Add +2.7% | 54,432 | $2.7M |
| Commonwealth Retirement Investments LLC | 1.03% | Add +3.0% | 52,049 | $2.5M |
| LifePlan Investment Advisors, Inc. | 1.45% | Add +20.5% | 51,771 | $2.5M |
| JFS Wealth Advisors, LLC | 0.17% | Add +16.8% | 51,582 | $2.5M |
| BCU Wealth Advisors, LLC | 1.29% | Add +18.0% | 50,998 | $2.5M |
| Blalock Williams, LLC | 2.77% | Add +3.6% | 50,815 | $2.5M |
| Valmark Advisers, Inc. | 0.04% | Add +28.8% | 50,760 | $2.5M |
| Sigma Planning Corp | 0.08% | Add +31.2% | 50,606 | $2.5M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -0.1% | 50,238 | $2.4M |
| Nwam LLC | 0.21% | Add +4.3% | 50,008 | $2.4M |
| Financial Advocates Investment Management | 0.17% | Add +0.3% | 49,834 | $2.4M |
| WealthPLAN Partners, LLC | 0.34% | Add +2.3% | 49,592 | $2.4M |
| Argent Trust Co | 0.10% | Add +79.5% | 48,887 | $2.4M |
| Interchange Capital Partners, LLC | 0.65% | Add +2.3% | 47,747 | $2.3M |
| World Investment Advisors | 0.06% | Add +6.5% | 47,237 | $2.3M |
| Regimen Wealth, LLC | 0.74% | Reduce -1.3% | 46,935 | $2.3M |
| Brookwood Investment Group LLC | 0.39% | — | 46,902 | $2.3M |
| Venturi Wealth Management, LLC | 0.12% | Reduce -2.5% | 46,731 | $2.3M |
| Etesian Wealth Advisors, Inc. | 0.97% | Add +208.9% | 46,247 | $2.3M |
| Integrated Advisors Network LLC | 0.11% | Add +188.4% | 46,202 | $2.3M |
| Centaurus Financial, Inc. | 0.13% | Add +33.2% | 45,154 | $2.2M |
| Clear Creek Financial Management, LLC | 0.23% | Reduce -0.2% | 44,668 | $2.2M |
| HSBC Holdings PLC | 0.00% | Add +13.1% | 44,125 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +58.9% | 43,921 | $2.1M |
| Clearview Wealth Advisors LLC | 1.55% | Reduce -3.3% | 42,663 | $2.1M |
| Balance Wealth Partners LLC | 1.35% | — | 42,517 | $2.1M |
| OMNI 360 Wealth, Inc. | 1.38% | Add +7.0% | 42,173 | $2.1M |
| Betterment LLC | 0.00% | Add +2.8% | 41,884 | $2.0M |
| Yukon Wealth Management, Inc. | 0.84% | — | 41,400 | $2.0M |
| Wealth Quarterback LLC | 1.12% | New | 40,991 | $2.0M |
| United Advisor Group, LLC | 0.41% | Add +7.0% | 40,885 | $2.0M |
| Sutton Place Investors LLC | 1.34% | Add +2.6% | 40,884 | $2.0M |
| Cooper Financial Group | 0.26% | Add +33.7% | 40,362 | $2.0M |
| Beacon Financial Planning, Inc. | 1.07% | Add +104.0% | 38,307 | $1.9M |
| Private Client Services, LLC | 0.92% | Add +322.0% | 37,982 | $1.9M |
| W Advisors, LLC | 1.16% | Reduce -4.3% | 37,926 | $1.8M |
| Arkadios Wealth Advisors | 0.07% | Add +52.0% | 37,662 | $1.8M |
| Bison Wealth, LLC | 0.17% | Reduce -32.1% | 37,573 | $1.8M |
| Mather Group, Llc. | 0.02% | Add +33.7% | 37,264 | $1.8M |
| Merkkuri Wealth Advisors LLC | 1.55% | Add +6.8% | 37,049 | $1.8M |
| Elios Financial Group Inc. | 0.89% | Add +1.0% | 36,933 | $1.8M |
| First Heartland Consultants, Inc. | 0.18% | Reduce -43.8% | 36,756 | $1.8M |
| Aspire Private Capital, LLC | 0.45% | Add +3.3% | 36,726 | $1.8M |
| Sovereign Financial Group, Inc. | 0.41% | Reduce -4.3% | 36,656 | $1.8M |
| Vantage Point Financial LLC | 0.89% | Add +18.4% | 36,155 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.22% | Reduce -0.4% | 34,482 | $1.7M |
| GWN Securities Inc. | 0.09% | New | 34,173 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +59.1% | 33,955 | $1.7M |
| Quotient Wealth Partners, LLC | 0.05% | Add +5.6% | 33,823 | $1.6M |
| Raleigh Capital Management Inc. | 0.73% | Reduce -1.5% | 32,965 | $1.6M |
| Signal Advisors Wealth, LLC | 0.16% | Reduce -9.9% | 32,821 | $1.6M |
| BigSur Wealth Management LLC | 0.43% | No change | 32,573 | $1.6M |
| Maripau Wealth Management LLC | 0.89% | Reduce -10.8% | 31,718 | $1.5M |
| May Hill Capital, LLC | 0.58% | New | 31,700 | $1.5M |
| Wealth Group Ltd | 0.45% | New | 31,559 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +17.1% | 31,222 | $1.5M |
| Hutchens & Kramer Investment Management Group, LLC | 0.84% | Reduce -7.0% | 31,194 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.69% | Reduce -3.1% | 30,124 | $1.5M |
| First Citizens Financial Corp | 0.80% | Add +11.3% | 29,147 | $1.4M |
| GeoWealth Management, LLC | 0.06% | Add +70.5% | 28,777 | $1.4M |
| Comerica Bank | 0.01% | Reduce -4.9% | 28,684 | $1.4M |
| EWG Elevate Inc. | 0.53% | New | 28,557 | $1.4M |
| Tempus Wealth Planning, LLC | 0.41% | Add +41.7% | 28,337 | $1.4M |
| Dohj, LLC | 0.31% | Reduce -1.9% | 28,023 | $1.4M |
| Lionsbridge Wealth Management LLC | 1.20% | Reduce -17.0% | 27,595 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.8% | 27,536 | $1.3M |
| Accelerate Investment Advisors LLC | 1.09% | Add +19.2% | 26,647 | $1.3M |
| Beacon Financial Advisory LLC | 0.39% | Add +5.6% | 26,457 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | Add +28.0% | 26,384 | $1.3M |
| WealthTrak Capital Management LLC | 1.10% | Add +4.0% | 26,118 | $1.3M |
| Latitude Advisors, LLC | 0.74% | Add +27.0% | 26,013 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +74.9% | 25,984 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +35.1% | 25,911 | $1.3M |
| Atlatl Advisers LLC | 0.82% | Reduce -1.2% | 25,860 | $1.3M |
| World Equity Group, Inc. | 0.36% | Add +38.3% | 25,803 | $1.3M |
| RDA Financial Network | 0.37% | Reduce -5.8% | 25,770 | $1.3M |
| Semus Wealth Partners LLC | 0.87% | Add +14.6% | 25,733 | $1.3M |
| Fairvoy Private Wealth, LLC | 0.34% | Add +5.5% | 25,726 | $1.3M |
| Optivise Advisory Services LLC | 0.70% | New | 25,425 | $1.2M |
| Absolute Capital Management, LLC | 0.71% | Reduce -0.3% | 25,223 | $1.2M |
| Private Trust Co. NA | 0.13% | Add +8.9% | 24,900 | $1.2M |
| Retirement Planning Group, LLC | 0.06% | Reduce -0.4% | 24,752 | $1.2M |
| Golden State Wealth Management, LLC | 0.18% | Add +14.8% | 24,743 | $1.2M |
| Ameriflex Group, Inc. | 0.49% | Add +39.9% | 24,622 | $1.2M |
| Wells Financial Advisors INC | 1.62% | Add +0.8% | 24,135 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.17% | Add +46.1% | 23,853 | $1.2M |
| Dentgroup LLC | 0.87% | Add +6.8% | 23,792 | $1.2M |
| Semmax Financial Advisors Inc. | 0.31% | Add +2.2% | 23,278 | $1.2M |
| CW Advisors, LLC | 0.01% | New | 23,533 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -22.5% | 22,821 | $1.1M |
| MSH Capital Advisors LLC | 0.34% | Add +33.7% | 22,341 | $1.1M |
| Catalina Capital Group, LLC | 0.72% | Add +1.4% | 22,227 | $1.1M |
| MKT Advisors LLC | 0.51% | Add +25.1% | 24,544 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -23.0% | 22,098 | $1.1M |
| Savvy Advisors, Inc. | 0.11% | New | 22,031 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.4% | 21,796 | $1.1M |
| Resurgent Financial Advisors LLC | 0.63% | Add +2.5% | 21,570 | $1.1M |
| Transce3nd, LLC | 0.46% | Add +12.1% | 21,151 | $1.0M |
| Avantra Family Wealth, Inc. | 0.97% | Reduce -0.1% | 20,775 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Add +117.5% | 20,436 | $996K |
| RHS Financial, LLC | 0.56% | Reduce -17.1% | 20,355 | $993K |
| PUREfi Wealth, LLC | 0.98% | Add +11.1% | 20,148 | $982K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.3% | 19,988 | $975K |
| Elevated Capital Advisors, LLC | 0.27% | Reduce -7.9% | 19,489 | $950K |
| LGT Financial Advisors LLC | 2.88% | Reduce -6.0% | 19,308 | $942K |
| Lifeworks Advisors, LLC | 0.16% | Add +1.6% | 19,309 | $942K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +33.2% | 19,142 | $933K |
| Sound Income Strategies, LLC | 0.05% | Add +0.3% | 19,059 | $929K |
| Mercer Global Advisors Inc. | 0.00% | Add +157.1% | 17,995 | $877K |
| Two West Capital Advisors LLC | 0.71% | Add +33.4% | 18,225 | $851K |
| DAVENPORT & Co LLC | 0.01% | Add +92.7% | 17,348 | $846K |
| JT Stratford LLC | 0.15% | Add +28.2% | 17,279 | $843K |
| FWG Investments, LLC. | 0.98% | Reduce -19.3% | 17,156 | $837K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.4% | 17,042 | $831K |
| Alterna Wealth Management, Inc. | 0.63% | Add +5.3% | 17,002 | $829K |
| VestGen Investment Management | 0.62% | Reduce -17.7% | 16,926 | $825K |
| Sowell Financial Services LLC | 0.04% | Add +2.9% | 16,742 | $816K |
| Baker Tilly Wealth Management, LLC | 0.32% | New | 16,693 | $814K |
| Caliber Wealth Management, LLC / KS | 0.11% | — | 16,663 | $812K |
| Capital A Wealth Management, LLC | 0.84% | Reduce -72.0% | 16,513 | $805K |
| Lloyd Advisory Services, LLC. | 0.40% | Reduce -7.2% | 16,428 | $801K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +11.4% | 16,294 | $794K |
| GTS Securities LLC | 0.03% | New | 16,001 | $780K |
| LexAurum Advisors, LLC | 0.15% | Add +9.9% | 15,844 | $773K |
| D.A. Davidson & Co. | 0.01% | Add +3.0% | 15,660 | $764K |
| Visionary Horizons, LLC | 0.53% | Add +34.5% | 15,564 | $759K |
| Goldstein Advisors, LLC | 0.11% | Add +1.7% | 15,481 | $755K |
| Western Wealth Management, LLC | 0.05% | Reduce -32.7% | 15,214 | $742K |
| Magnus Financial Group LLC | 0.07% | Reduce -1.2% | 15,109 | $737K |
| Embree Financial Group | 0.12% | Add +44.3% | 14,230 | $694K |
| Synovus Financial Corp. | 0.01% | New | 14,001 | $683K |
| FLP Wealth Management, LLC | 2.14% | Add +14.5% | 13,823 | $674K |
| Alpha Financial Partners LLC | 0.53% | Add +15.3% | 13,567 | $662K |
| Herold Advisors, Inc. | 0.14% | Add +6.7% | 13,474 | $657K |
| Lion Street Advisors, LLC | 0.21% | Add +32.5% | 13,469 | $657K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +16.2% | 13,340 | $650K |
| Fulcrum Equity Management | 0.69% | Reduce -1.7% | 13,025 | $635K |
| StoneX Group Inc. | 0.03% | Add +6.8% | 12,902 | $629K |
| Aprio Wealth Management, LLC | 0.08% | New | 12,869 | $627K |
| Compound Planning, Inc. | 0.03% | Add +30.7% | 12,855 | $627K |
| Arcadia Wealth Management, LLC | 0.31% | Reduce -3.6% | 12,746 | $621K |
| Foundry Financial Group, Inc. | 0.38% | Reduce -11.6% | 12,688 | $619K |
| Gotham Asset Management | 0.01% | Add +171.6% | 12,385 | $604K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 12,363 | $603K |
| Richmond Investment Services, LLC | 0.33% | Add +37.9% | 12,343 | $602K |
| Gilliland Jeter Wealth Management LLC | 0.21% | Add +10.0% | 11,990 | $585K |
| Empirical Asset Management, LLC | 0.20% | Add +51.6% | 11,868 | $579K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -1.2% | 11,709 | $571K |
| Summit Wealth Partners, LLC | 0.11% | Add +37.5% | 11,292 | $551K |
| Pinnacle Family Advisors, LLC | 0.30% | Add +3.0% | 11,205 | $546K |
| Smartleaf Asset Management LLC | 0.05% | Add +181933.3% | 10,922 | $530K |
| Cary Street Partners Investment Advisory LLC | 0.30% | Add +3.2% | 10,742 | $524K |
| GatePass Capital, LLC | 0.37% | Add +18.7% | 10,029 | $489K |
| Two Sigma Investments, LP | 0.00% | Reduce -95.2% | 10,000 | $488K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -5.1% | 9,891 | $482K |
| Old Mission Capital LLC | 0.01% | New | 9,714 | $474K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +21.1% | 9,654 | $471K |
| Oppenheimer & Co. Inc. | 0.01% | New | 9,473 | $462K |
| Cape Investment Advisory, Inc. | 0.18% | Add +18.7% | 9,370 | $457K |
| Pallas Capital Advisors LLC | 0.02% | Add +107.1% | 9,281 | $453K |
| Everpar Advisors LLC | 0.24% | Add +32.5% | 9,134 | $445K |
| New Republic Capital, LLC | 0.19% | Reduce -6.5% | 9,133 | $445K |
| Brown Advisory Inc. | 0.00% | Add +45.0% | 8,727 | $426K |
| Quartz Partners, LLC | 0.25% | Add +1.1% | 8,539 | $416K |
| Maridea Wealth Management LLC | 0.13% | Add +88.7% | 8,462 | $413K |
| MN Wealth Advisors, LLC | 0.24% | New | 8,330 | $406K |
| Talisman Wealth Advisors LLC | 0.40% | Add +32.5% | 8,000 | $390K |
| Jane Street Group, LLC | 0.00% | Reduce -27.7% | 7,903 | $385K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -7.5% | 7,880 | $384K |
| PKS Advisory Services, LLC | 0.10% | New | 7,814 | $381K |
| QRG Capital Management, Inc. | 0.00% | Add +37.5% | 7,712 | $376K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,663 | $374K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -48.2% | 7,487 | $365K |
| Ridgeline Wealth, LLC | 0.31% | Reduce -0.5% | 7,423 | $362K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 7,329 | $357K |
| Kestra Investment Management, LLC | 0.01% | Add +175.3% | 7,265 | $354K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +60.1% | 6,944 | $339K |
| AdvisorNet Financial, Inc | 0.02% | Add +61.0% | 6,808 | $332K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -95.0% | 6,672 | $325K |
| Novus Advisors, LLC | 0.32% | Add +27.6% | 6,575 | $321K |
| First Trust Advisors LP | 0.00% | New | 6,524 | $318K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +342.3% | 6,506 | $317K |
| Flow Traders U.S. LLC | 0.01% | Add +14.2% | 6,487 | $316K |
| Bank of Marin | 0.40% | Reduce -5.3% | 6,441 | $314K |
| Kelly Financial Group LLC | 0.10% | Add +2.6% | 6,422 | $313K |
| Riverbend Wealth Management, LLC | 0.27% | New | 6,278 | $306K |
| BCS Wealth Management | 0.08% | No change | 6,279 | $306K |
| Wellment Financial | 0.40% | Reduce -5.0% | 6,241 | $304K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 6,114 | $298K |
| Continuum Advisory, LLC | 0.04% | Add +7.3% | 6,094 | $297K |
| Flagstar Securities, Inc. | 0.08% | Add +3.9% | 6,030 | $294K |
| Western Financial Corp | 0.17% | Reduce -5.5% | 5,999 | $293K |
| International Assets Investment Management, LLC | 0.03% | Add +31.4% | 5,937 | $289K |
| Mosaic Advisors LLC | 0.43% | Add +33.8% | 5,897 | $288K |
| Avaii Wealth Management, LLC | 0.15% | Add +38.0% | 5,772 | $281K |
| Kovack Advisors, Inc. | 0.03% | Reduce -9.8% | 5,701 | $278K |
| ORG Partners LLC | 0.07% | Reduce -16.9% | 5,662 | $277K |
| Mainstream Capital Management LLC | 0.22% | Add +37.4% | 5,656 | $276K |
| Midwest Heritage Bank, FSB | 0.11% | Add +0.0% | 5,571 | $272K |
| Advyzon Investment Management, LLC | 0.10% | Reduce -27.5% | 5,528 | $270K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -6.0% | 5,393 | $263K |
| Citadel Advisors | 0.00% | New | 5,187 | $253K |
| Lockerman Financial Group, Inc. | 0.38% | New | 5,176 | $252K |
| Global Financial Private Client, LLC | 0.10% | Add +6.1% | 5,140 | $251K |
| Veracity Capital LLC | 0.10% | Add +7.4% | 5,118 | $250K |
| Fortis Advisors, LLC | 0.16% | Add +0.9% | 5,054 | $246K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -37.6% | 5,069 | $237K |
| HUB Investment Partners, LLC | 0.01% | New | 4,764 | $232K |
| Fisher Asset Management | 0.00% | New | 4,736 | $231K |
| Zions Bancorporation, National Association | 0.01% | — | 4,709 | $230K |
| Life Line Wealth Management LLC | 0.08% | New | 4,671 | $228K |
| Inspire Advisors, LLC | 0.03% | New | 4,569 | $223K |
| Heritage Family Offices, LLP | 0.11% | New | 4,567 | $223K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.7% | 4,541 | $221K |
| Oregon Pacific Wealth Management, LLC | 0.22% | New | 4,540 | $221K |
| NorthCoast Asset Management LLC | 0.00% | New | 4,524 | $221K |
| Hilltop Holdings Inc. | 0.01% | New | 4,512 | $220K |
| Prosperity Planning, Inc. | 0.10% | Add +0.3% | 4,462 | $218K |
| Professional Financial Advisors, LLC | 0.05% | New | 4,375 | $213K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 4,312 | $210K |
| Cynosure Group, LLC | 0.03% | No change | 4,303 | $210K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,209 | $205K |
| Catalyst Financial Partners LLC | 0.04% | Reduce -6.3% | 4,186 | $204K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -14.9% | 4,115 | $201K |
| Allworth Financial LP | 0.00% | Reduce -2.8% | 4,053 | $194K |
| Rossby Financial, LCC | 0.07% | New | 3,410 | $164K |
| Clark Wealth Partners | 0.12% | New | 3,227 | $157K |
| Roxbury Financial LLC | 0.15% | Add +249.7% | 3,014 | $157K |
| REAP Financial Group, LLC | 0.03% | Reduce -13.1% | 2,877 | $140K |
| Collier Financial | 0.11% | Reduce -98.1% | 2,589 | $126K |
| Arlington Trust Co LLC | 0.03% | No change | 2,437 | $119K |
| Quest 10 Wealth Builders, Inc. | 0.12% | Add +16.1% | 2,314 | $113K |
| Cornerstone Planning Group LLC | 0.03% | Add +121.5% | 2,261 | $106K |
| Lanark Financial, Inc. | 0.01% | — | 1,949 | $95K |
| Abound Wealth Management | 0.02% | Add +7821.1% | 1,505 | $73K |
| Tidemark, LLC | 0.03% | Reduce -1.2% | 1,438 | $70K |
| PSI Advisors, LLC | 0.02% | Add +21.0% | 1,393 | $68K |
| Tompkins Financial Corp. | 0.01% | No change | 1,105 | $54K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1,084 | $53K |
| Sandy Spring Bank | 0.00% | No change | 1,040 | $51K |
| Christopher J. Hasenberg, Inc | 0.02% | New | 989 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -29.6% | 865 | $42K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 837 | $41K |
| Beacon Capital Management, LLC | 0.01% | No change | 824 | $40K |
| Opal Wealth Advisors, LLC | 0.01% | New | 787 | $38K |
| Murphy & Mullick Capital Management Corp | 0.04% | New | 768 | $37K |
| Clearstead Advisors, LLC | 0.00% | New | 762 | $37K |
| IMG Wealth Management, Inc. | 0.03% | New | 728 | $35K |
| Bessemer Group Inc. | 0.00% | Add +101.3% | 614 | $30K |
| Evermay Wealth Management LLC | 0.00% | No change | 554 | $27K |
| Headlands Technologies LLC | 0.00% | New | 544 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -5.9% | 543 | $26K |
| Smithfield Trust Co | 0.00% | No change | 477 | $24K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 421 | $21K |
| Richardson Capital Management LLC | 0.01% | New | 399 | $19K |
| Chesapeake Asset Management LLC | 0.02% | No change | 386 | $19K |
| Fifth Third Bancorp | 0.00% | No change | 365 | $18K |
| Park Place Capital Corp | 0.00% | No change | 304 | $15K |
| Basso Capital Management, L.P. | 0.01% | No change | 292 | $14K |
| Lindbrook Capital, LLC | 0.00% | No change | 288 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 292 | $14K |
| NBT Bank, N.A. | 0.00% | New | 245 | $12K |
| Johnson Financial Group, Inc. | 0.00% | New | 237 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | New | 254 | $11K |
| Park Square Financial Group, LLC | 0.01% | Add +0.5% | 221 | $11K |
| Arax Advisory Partners | 0.00% | Add +216.4% | 212 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 201 | $10K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -97.7% | 197 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 172 | $8K |
| CENTRAL TRUST Co | 0.00% | No change | 162 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -58.2% | 147 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 127 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 125 | $6K |
| North Capital, Inc. | 0.00% | — | 98 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 98 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -57.2% | 95 | $5K |
| Larson Financial Group LLC | 0.00% | Add +338.1% | 92 | $4K |
| Affinity Wealth LLC | 0.00% | No change | 91 | $4K |
| Westside Investment Management, Inc. | 0.00% | New | 82 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 59 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 50 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Add +62.1% | 47 | $2K |
| Signaturefd, LLC | 0.00% | New | 36 | $2K |
| National Bank of Canada | 0.00% | No change | 30 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 7 | $341 |
| FMR LLC | 0.00% | Reduce -82.3% | 3 | $147 |
"% 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.