Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q2 2025 (June 30)605holders +43
70new positions
30sold out
6famous investors
$54.46avg. 13F price*
At the end of Q2 2025, 605 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 43 from Q1 2025. 70 opened new positions and 30 sold out. The largest holders were Envestnet Asset Management Inc. ($3.9B), LPL Financial LLC ($1.8B) and JPMorgan Chase & Co. ($1.1B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q2 2025)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $171.0M |
| Exits | 30 | $60.7M |
All 13F filers, Q1 2025 → Q2 2025: 34,642,298 shares bought and 6,686,912 shares sold, net +27,955,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 605 holders
| Envestnet Asset Management Inc. | 1.13% | Add +3.7% | 71,238,406 | $3.9B |
| LPL Financial LLC | 0.59% | Add +13.7% | 32,173,645 | $1.8B |
| JPMorgan Chase & Co. | 0.07% | Add +5.6% | 19,656,038 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +0.0% | 19,376,365 | $1.1B |
| Morgan Stanley | 0.04% | Add +25.4% | 12,496,054 | $680.5M |
| Ameriprise Financial Inc. | 0.12% | Add +35.3% | 9,021,544 | $491.3M |
| Bank of America Corp. | 0.04% | Add +24.9% | 8,278,847 | $450.9M |
| Cwm, LLC | 1.51% | Reduce -2.0% | 7,861,650 | $428.1M |
| Park Avenue Securities LLC | 3.52% | Add +1.1% | 7,022,649 | $382.5M |
| Envestnet Portfolio Solutions, Inc. | 1.34% | Reduce -6.9% | 6,669,338 | $363.2M |
| MML Investors Services, LLC | 1.04% | Add +9.7% | 6,604,596 | $359.7M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Add +21.6% | 5,799,161 | $315.8M |
| Sagespring Wealth Partners, LLC | 6.27% | Add +7.8% | 5,344,939 | $291.1M |
| Cetera Investment Advisers | 0.47% | Reduce -0.7% | 5,086,623 | $277.0M |
| Dynasty Wealth Management, LLC | 4.44% | Reduce -10.9% | 4,788,949 | $260.8M |
| Raymond James Financial Inc. | 0.09% | Add +10.5% | 4,547,581 | $247.7M |
| Janney Montgomery Scott LLC | 0.57% | Add +6.7% | 4,026,678 | $219.3M |
| OneDigital Investment Advisors LLC | 2.15% | Reduce -2.6% | 3,559,166 | $193.8M |
| NewEdge Advisors, LLC | 0.95% | Add +3.7% | 3,385,577 | $184.4M |
| Osaic Holdings, Inc. | 0.31% | Add +29.8% | 3,223,318 | $175.4M |
| Commonwealth Equity Services, LLC | 0.23% | Add +19.3% | 3,196,272 | $174.1M |
| Bank of New York Mellon Corp | 0.03% | Add +6.6% | 2,942,777 | $160.3M |
| Wells Fargo & Company | 0.03% | Add +94.3% | 2,679,741 | $145.9M |
| Sofi Wealth, LLC | 8.50% | Add +4.4% | 2,554,442 | $139.1M |
| Foundations Investment Advisors, LLC | 2.15% | Add +13.5% | 2,493,174 | $135.8M |
| Sanctuary Advisors, LLC | 0.79% | Add +9.3% | 2,339,847 | $127.4M |
| FORM Wealth Advisors, LLC | 15.06% | Add +47.2% | 2,285,263 | $124.5M |
| JB Capital LLC | 5.89% | Add +4.8% | 2,231,728 | $121.5M |
| Royal Bank of Canada | 0.02% | Add +9.7% | 1,929,343 | $105.1M |
| Stifel Financial Corp. | 0.10% | Add +6.0% | 1,856,325 | $101.1M |
| Merit Financial Group, LLC | 1.08% | Reduce -0.2% | 1,778,292 | $96.8M |
| United Capital Financial Advisors, LLC | 0.77% | Reduce -2.7% | 1,745,131 | $95.0M |
| Advocacy Wealth Management, LLC | 5.50% | Add +1.2% | 1,644,822 | $89.6M |
| Assetmark, Inc. | 0.21% | Add +651.0% | 1,597,693 | $87.0M |
| Parallel Advisors, LLC | 1.72% | Add +7.4% | 1,578,498 | $86.0M |
| Equitable Holdings, Inc. | 0.64% | Add +15.0% | 1,427,240 | $77.7M |
| Integrated Wealth Concepts LLC | 0.74% | Add +8.5% | 1,347,703 | $73.4M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -1.3% | 1,215,454 | $66.2M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +11.2% | 1,124,728 | $61.3M |
| AE Wealth Management LLC | 0.45% | Reduce -7.1% | 1,119,234 | $61.0M |
| Two Sigma Investments, LP | 0.11% | Add +10866.0% | 1,096,600 | $59.7M |
| Austin Private Wealth, LLC | 4.73% | Add +3.9% | 1,096,575 | $59.7M |
| Ascent Group, LLC | 2.20% | Add +3.4% | 1,038,131 | $56.5M |
| Stratos Investment Management, LLC | 2.51% | Add +6.0% | 1,006,058 | $54.8M |
| Truist Financial Corp. | 0.08% | Add +8.0% | 981,534 | $53.5M |
| Atria Investments, Inc | 0.56% | Add +9.0% | 877,030 | $47.8M |
| Stratos Wealth Partners, LTD. | 0.62% | Add +1.1% | 836,476 | $45.6M |
| Sharkey, Howes & Javer | 6.11% | Reduce -1.7% | 836,415 | $45.6M |
| Icon Wealth Advisors, LLC | 3.24% | Add +9.9% | 835,554 | $45.5M |
| CreativeOne Wealth, LLC | 1.15% | Add +0.6% | 805,218 | $43.9M |
| MA Private Wealth | 7.11% | Reduce -10.5% | 729,664 | $39.7M |
| UBS Group AG | 0.01% | Reduce -53.6% | 718,543 | $39.1M |
| CFO4Life Group, LLC | 6.12% | Add +9.8% | 718,287 | $39.1M |
| Scarborough Advisors, LLC | 7.60% | Add +0.1% | 703,157 | $38.3M |
| McMorgan & Co. LLC | 5.60% | Reduce -1.4% | 697,404 | $38.0M |
| Intelligence Driven Advisers, LLC | 5.51% | Add +32.9% | 671,231 | $36.6M |
| KWB Wealth | 4.41% | Add +101.8% | 743,842 | $36.3M |
| Shepherd Financial Partners LLC | 3.80% | Add +12.8% | 659,396 | $35.9M |
| US Bancorp \de | 0.05% | Add +2.6% | 657,701 | $35.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.27% | Add +6.0% | 638,734 | $34.8M |
| Jones Financial Companies LLLP | 0.03% | Add +47.1% | 620,928 | $33.7M |
| Horst & Graben Wealth Management LLC | 5.49% | Reduce -6.0% | 609,461 | $33.2M |
| Horizon Wealth Management, LLC | 5.75% | Reduce -1.5% | 601,069 | $32.7M |
| CFS Investment Advisory Services, LLC | 2.65% | Add +0.7% | 595,696 | $32.4M |
| SteelPeak Wealth, LLC | 1.20% | Add +2.3% | 565,738 | $30.8M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -1.7% | 562,647 | $30.6M |
| Stone House Investment Management, LLC | 5.54% | Add +2.6% | 553,264 | $30.1M |
| Private Advisor Group, LLC | 0.16% | Add +32.7% | 545,298 | $29.7M |
| West Wealth Group, LLC | 7.35% | Add +5.1% | 527,911 | $29.6M |
| Orion Porfolio Solutions, LLC | 0.24% | Add +29.8% | 517,275 | $28.2M |
| Spinnaker Trust | 1.66% | Add +104.1% | 505,292 | $27.5M |
| Madison Wealth Partners, Inc | 5.81% | Add +6.5% | 488,773 | $26.6M |
| Buttonwood Financial Group, LLC | 13.48% | Add +1.7% | 486,323 | $26.6M |
| Madrona Financial Services, LLC | 6.30% | Add +7.7% | 482,562 | $26.3M |
| High Falls Advisors, Inc | 5.76% | Reduce -2.0% | 478,095 | $26.0M |
| Stokes Family Office, LLC | 2.69% | Add +0.6% | 470,668 | $25.6M |
| Liberty Wealth Management LLC | 3.92% | Add +6.9% | 459,635 | $25.0M |
| Gries Financial LLC | 4.55% | Add +2.7% | 458,437 | $25.0M |
| Farther Finance Advisors, LLC | 0.50% | Reduce -34.2% | 455,492 | $24.8M |
| Mariner, LLC | 0.04% | Reduce -4.1% | 446,715 | $24.3M |
| Security Financial Services, INC. | 4.26% | Add +0.7% | 442,818 | $24.1M |
| Eq LLC | 9.10% | Add +17.4% | 430,405 | $23.4M |
| Insight Wealth Strategies, LLC | 2.95% | Add +0.9% | 430,391 | $23.4M |
| Capital Analysts, LLC | 0.77% | Add +172.0% | 423,669 | $23.1M |
| Atria Wealth Solutions, Inc. | 0.52% | Reduce -52.5% | 421,250 | $23.0M |
| One Wealth Advisors, LLC | 3.18% | Add +2.5% | 419,652 | $22.9M |
| GeoWealth Management, LLC | 0.89% | Add +1350.3% | 417,352 | $22.7M |
| High Probability Advisors, LLC | 3.38% | Add +5.6% | 415,201 | $22.6M |
| Capital Planning Advisors, LLC | 3.30% | Reduce -1.1% | 413,732 | $22.5M |
| Physician Wealth Advisors, Inc. | 3.43% | Add +3.6% | 400,505 | $21.8M |
| Legacy Financial Group LLC | 3.03% | Add +53.8% | 398,067 | $21.7M |
| Avid Wealth Partners LLC | 12.40% | Add +18.2% | 397,875 | $21.7M |
| Mason & Associates, LLC | 5.38% | New | 393,147 | $21.4M |
| Wealth Alliance, LLC | 2.39% | Add +3.7% | 392,474 | $21.4M |
| Tsfg, LLC | 3.87% | Add +24.5% | 392,369 | $21.4M |
| Strategic Blueprint, LLC | 1.05% | Add +4.2% | 392,255 | $21.4M |
| Summit X, LLC | 3.94% | Add +20.1% | 388,485 | $21.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +20.3% | 387,629 | $21.1M |
| Kelly Financial Services LLC | 6.02% | Add +4.8% | 375,317 | $20.4M |
| Cypress Wealth Services, LLC | 3.53% | Add +4.3% | 362,524 | $19.7M |
| Detalus Advisors, LLC | 5.72% | Add +4.5% | 362,476 | $19.7M |
| Unique Wealth, LLC | 3.17% | Add +32.3% | 360,540 | $19.6M |
| Perigon Wealth Management, LLC | 0.46% | Reduce -3.3% | 358,184 | $19.5M |
| Blue Trust, Inc. | 0.23% | Reduce -3.6% | 356,103 | $19.4M |
| Keystone Financial Services | 6.55% | Add +0.9% | 353,394 | $19.2M |
| Keystone Financial Group | 1.73% | Add +0.4% | 351,727 | $19.2M |
| MAI Capital Management | 0.13% | Add +9.1% | 345,104 | $18.8M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +36.0% | 344,360 | $18.8M |
| Midwest Capital Advisors, LLC | 9.52% | Add +5.7% | 331,764 | $18.1M |
| First Hawaiian Bank | 2.44% | Add +2.8% | 330,222 | $18.0M |
| Financial Life Advisors | 6.12% | Add +9.4% | 328,509 | $17.9M |
| ONE Advisory Partners, LLC | 5.95% | Add +4.0% | 318,977 | $17.8M |
| Trek Financial, LLC | 1.19% | Add +4.0% | 327,075 | $17.8M |
| U.S. Capital Wealth Advisors, LLC | 0.52% | Add +18.4% | 323,505 | $17.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +28.5% | 322,976 | $17.6M |
| PAX Financial Group, LLC | 3.36% | Reduce -3.1% | 322,722 | $17.6M |
| Perennial Investment Advisors, LLC | 1.67% | Reduce -3.6% | 315,275 | $17.2M |
| Integrity Alliance, Llc. | 0.94% | Reduce -33.2% | 315,192 | $17.2M |
| Mutual Advisors, LLC | 0.43% | Reduce -1.1% | 305,344 | $17.1M |
| Beacon Financial Group | 1.77% | Add +8.7% | 311,387 | $17.0M |
| Royal Harbor Partners, LLC | 6.11% | Reduce -1.4% | 306,798 | $16.7M |
| Ullmann Wealth Partners Group, LLC | 1.97% | Add +2.0% | 305,823 | $16.7M |
| Regatta Capital Group, LLC | 2.75% | Add +2.1% | 294,576 | $16.0M |
| VestGen Advisors, LLC | 0.62% | Add +6.5% | 277,065 | $15.5M |
| Triad Wealth Partners, LLC | 3.12% | Add +27.1% | 283,546 | $15.4M |
| TSA Wealth Managment LLC | 5.62% | Reduce -0.2% | 282,255 | $15.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.26% | Reduce -25.0% | 282,180 | $15.4M |
| Brookstone Capital Management | 0.20% | Reduce -7.4% | 281,604 | $15.3M |
| Invst, LLC | 1.84% | Add +14.5% | 271,264 | $14.8M |
| Stonebrook Private Inc. | 3.45% | Add +1.1% | 270,873 | $14.8M |
| Principal Securities, Inc. | 0.28% | Add +97.5% | 269,612 | $14.7M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -33.5% | 265,311 | $14.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +57.7% | 262,407 | $14.3M |
| Swmg, LLC | 4.62% | Add +25.0% | 245,065 | $13.7M |
| Van Hulzen Asset Management, LLC | 1.14% | Add +39.3% | 251,067 | $13.7M |
| Eldridge Investment Advisors, Inc. | 2.73% | Add +10.6% | 239,639 | $13.1M |
| Rothschild Wealth LLC | 3.19% | Reduce -2.8% | 239,073 | $13.0M |
| ShoreHaven Wealth Partners, LLC | 5.25% | Reduce -11.9% | 235,316 | $12.8M |
| Patton Albertson Miller Group, LLC | 1.66% | Add +18.0% | 231,380 | $12.6M |
| Sovran Advisors, LLC | 1.31% | Add +10.4% | 229,640 | $12.5M |
| WealthShield Partners, LLC | 1.51% | Add +2.5% | 229,496 | $12.5M |
| Mgo One Seven LLC | 0.40% | Add +91.3% | 228,966 | $12.5M |
| Jmac Enterprises LLC | 2.67% | Add +29.5% | 228,806 | $12.5M |
| Bay Harbor Wealth Management, LLC | 3.56% | Reduce -2.0% | 225,095 | $12.3M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Reduce -23.4% | 223,822 | $12.2M |
| Weil Company, Inc. | 3.17% | Add +28.5% | 220,585 | $12.0M |
| Ancora Advisors LLC | 0.25% | Add +6.5% | 219,417 | $11.9M |
| Regal Investment Advisors LLC | 0.88% | Add +6.3% | 216,509 | $11.8M |
| Apollon Wealth Management, LLC | 0.23% | Add +3.8% | 215,710 | $11.7M |
| &partners | 0.09% | Add +69.2% | 212,868 | $11.6M |
| Menora Mivtachim Holdings LTD. | 0.07% | Add +54.5% | 212,486 | $11.6M |
| Kilter Group LLC | 6.08% | Reduce -18.1% | 212,001 | $11.5M |
| First Horizon Advisors, Inc. | 0.30% | Add +4.2% | 211,341 | $11.5M |
| Simplicity Wealth,LLC | 0.48% | Add +109.3% | 210,234 | $11.4M |
| Fortitude Financial, LLC | 10.17% | New | 210,080 | $11.4M |
| Snowden Capital Advisors LLC | 0.34% | Reduce -6.8% | 210,075 | $11.4M |
| Scissortail Wealth Management, LLC | 2.75% | Add +3.5% | 209,859 | $11.4M |
| Tull Financial Group, Inc. | 5.14% | Add +43.6% | 207,352 | $11.3M |
| Global Retirement Partners, LLC | 0.28% | — | 205,791 | $11.2M |
| Watershed Private Wealth LLC | 4.04% | Reduce -4.8% | 203,853 | $11.1M |
| BridgePort Financial Solutions, LLC | 3.66% | Add +127.8% | 202,381 | $11.0M |
| BCGM Wealth Management, LLC | 3.04% | Add +5.5% | 198,272 | $10.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | New | 187,952 | $10.2M |
| McNaughton Wealth Management, LLC | 4.54% | Add +2.4% | 187,041 | $10.2M |
| Beacon Bridge Wealth Partners, LLC | 4.02% | Add +1.6% | 186,031 | $10.1M |
| Resolute Wealth Advisor, Inc. | 5.74% | — | 173,151 | $10.1M |
| Maia Wealth LLC | 1.91% | Reduce -0.4% | 184,472 | $10.0M |
| KM Capital Management Ltd. | 4.92% | Add +82.5% | 183,071 | $10.0M |
| Mayflower Financial Advisors, LLC | 1.37% | Add +9.5% | 180,820 | $9.8M |
| Vertex Planning Partners, LLC | 2.05% | Add +2.5% | 179,967 | $9.8M |
| Focus Financial Network, Inc. | 0.38% | Add +2.4% | 178,407 | $9.7M |
| WCG Wealth Advisors LLC | 0.63% | New | 177,981 | $9.7M |
| Cobblestone Asset Management LLC | 5.03% | Reduce -6.0% | 175,512 | $9.6M |
| Keebeck Wealth Management | 1.25% | Reduce -15.1% | 175,031 | $9.5M |
| Claro Advisors Inc. | 1.56% | Reduce -7.0% | 173,098 | $9.4M |
| Centerline Wealth Advisors, LLC | 4.60% | Add +3.4% | 172,084 | $9.4M |
| Independent Financial Group, LLC | 0.26% | Add +123.1% | 171,744 | $9.4M |
| SigFig Wealth Management, LLC | 0.31% | Reduce -0.1% | 170,274 | $9.2M |
| Ridgeline Wealth Planning, LLC | 7.52% | Add +98.4% | 167,659 | $9.1M |
| Hobbs Wealth Management, LLC | 8.61% | Add +6.0% | 165,594 | $9.0M |
| SkyOak Wealth, LLC | 1.79% | Reduce -0.0% | 163,782 | $8.9M |
| Sowell Financial Services LLC | 0.36% | Add +864.2% | 161,422 | $8.8M |
| Focus Partners Wealth | 0.02% | New | 159,776 | $8.7M |
| Sterling Group Wealth Management, LLC | 4.81% | New | 159,659 | $8.7M |
| Lineweaver Wealth Advisors, LLC | 1.36% | Add +2.2% | 157,730 | $8.6M |
| True Vision MN LLC | 4.71% | Add +1.6% | 156,285 | $8.5M |
| Waverly Advisors, LLC | 0.09% | Add +19.8% | 155,990 | $8.5M |
| Apeiron RIA LLC | 2.18% | Add +19.7% | 155,816 | $8.5M |
| Great Valley Advisor Group, Inc. | 0.18% | New | 151,837 | $8.3M |
| Wealth Group Ltd | 2.09% | Add +378.6% | 151,054 | $8.2M |
| Boyum Wealth Architects LLC | 6.00% | New | 149,631 | $8.1M |
| Csenge Advisory Group | 0.42% | Add +6.9% | 155,495 | $8.1M |
| Gen-Wealth Partners Inc | 3.10% | Add +2.4% | 147,530 | $8.0M |
| Ehrlich Financial Group | 5.17% | Add +3.5% | 146,627 | $8.0M |
| Edge Financial Advisors LLC | 4.12% | Reduce -1.6% | 143,778 | $7.8M |
| Baird Financial Group, Inc. | 0.01% | Add +4.7% | 142,775 | $7.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.89% | Add +6.2% | 141,862 | $7.7M |
| One Wealth Capital Management, LLC | 3.63% | Add +1.2% | 141,855 | $7.7M |
| Tradition Wealth Management, LLC | 0.61% | Reduce -2.2% | 139,764 | $7.6M |
| SWP Financial LLC | 4.16% | Add +2.9% | 138,922 | $7.6M |
| Quadrant Private Wealth Management, LLC | 1.57% | Add +15.6% | 138,896 | $7.6M |
| Forte Asset Management LLC | 3.83% | Reduce -1.7% | 137,928 | $7.5M |
| Genesis Wealth Advisors, LLC | 5.63% | Add +8.5% | 137,819 | $7.5M |
| M1 Capital Management LLC | 3.78% | Add +1.6% | 137,632 | $7.5M |
| CoreCap Advisors, LLC | 0.29% | Add +3.0% | 134,360 | $7.3M |
| Certus Wealth Management, LLC | 4.64% | Reduce -1.4% | 132,234 | $7.2M |
| RFG Advisory, LLC | 0.17% | Add +12.4% | 131,324 | $7.2M |
| Centurion Wealth Management LLC | 2.04% | Add +5.0% | 130,755 | $7.1M |
| Endeavor Private Wealth, Inc. | 3.36% | Add +10.8% | 130,540 | $7.1M |
| Cerity Partners LLC | 0.01% | Reduce -3.2% | 129,968 | $7.1M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Add +19.2% | 128,722 | $7.0M |
| Firethorn Wealth Partners, LLC | 3.03% | Reduce -1.2% | 128,224 | $7.0M |
| Twin Peaks Wealth Advisors, LLC | 2.26% | Add +14.2% | 122,064 | $7.0M |
| Spectrum Planning & Advisory Services Inc. | 4.48% | Reduce -17.3% | 127,285 | $6.9M |
| Ashton Thomas Securities, LLC | 1.65% | Add +1.3% | 125,325 | $6.8M |
| Shared Vision Wealth Group LLC | 3.40% | Add +0.9% | 121,760 | $6.8M |
| Braun-Bostich & Associates Inc. | 4.65% | Reduce -0.1% | 124,981 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Add +630.9% | 124,566 | $6.8M |
| Creative Planning | 0.01% | Reduce -9.5% | 123,795 | $6.7M |
| Alternative Investment Advisors, LLC. | 3.32% | Add +6.9% | 122,810 | $6.7M |
| IFP Advisors, Inc | 0.19% | Add +18.3% | 122,170 | $6.7M |
| Able Wealth Management LLC | 3.31% | Add +57.2% | 120,649 | $6.6M |
| Central Pacific Bank - Trust Division | 0.86% | Reduce -1.4% | 118,313 | $6.4M |
| May Hill Capital, LLC | 2.12% | Add +273.2% | 118,298 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +2.3% | 116,495 | $6.3M |
| Gilbert Capital Group, Inc. | 5.17% | — | 114,580 | $6.2M |
| Lifelong Wealth Advisors, Inc. | 2.05% | Add +7.0% | 113,413 | $6.2M |
| Advisory Services Network, LLC | 0.10% | Add +1.0% | 109,745 | $6.1M |
| ArborFi Advisors, LLC | 5.34% | Add +25.5% | 111,474 | $6.1M |
| Modern Wealth Management, LLC | 0.15% | Add +4.9% | 110,586 | $6.0M |
| Good Life Advisors, LLC | 0.38% | Add +5.0% | 110,266 | $6.0M |
| Renaissance Technologies | 0.01% | New | 107,200 | $5.8M |
| Financial Enhancement Group LLC | 0.82% | Add +32.0% | 105,145 | $5.8M |
| Harbour Investments, Inc. | 0.14% | Add +6.4% | 104,266 | $5.7M |
| PFG Advisors | 0.26% | Add +1.9% | 104,200 | $5.7M |
| Signet Financial Management, LLC | 0.71% | Add +57.3% | 103,662 | $5.6M |
| Shira Ridge Wealth Management | 2.57% | Add +14.6% | 103,383 | $5.6M |
| Journey Strategic Wealth LLC | 0.18% | Add +9.3% | 103,361 | $5.6M |
| Cornerstone Wealth Group, LLC | 0.42% | Add +6.1% | 103,146 | $5.6M |
| Advus Financial Partners, LLC | 1.43% | Add +10.2% | 102,950 | $5.6M |
| Kickstand Ventures, Llc. | 1.30% | Add +10.9% | 102,138 | $5.6M |
| Ameritas Advisory Services, LLC | 0.29% | Reduce -45.1% | 102,137 | $5.6M |
| Lantz Financial LLC | 1.38% | Add +2.8% | 101,792 | $5.5M |
| Marshall Wace, LLP | 0.01% | New | 101,589 | $5.5M |
| GW Henssler & Associates Ltd. | 0.29% | New | 100,728 | $5.5M |
| WealthPlan Investment Management, LLC | 0.40% | New | 99,595 | $5.4M |
| Prospera Financial Services Inc | 0.10% | Add +17.7% | 99,192 | $5.4M |
| Visionary Wealth Advisors | 0.27% | New | 98,625 | $5.4M |
| Cyndeo Wealth Partners, LLC | 0.31% | Add +0.6% | 96,553 | $5.3M |
| 5T Wealth, LLC | 2.62% | Add +12.4% | 94,438 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -59.1% | 93,832 | $5.1M |
| Bellevue Asset Management, LLC | 2.48% | Add +0.5% | 93,599 | $5.1M |
| Stark Wealth Management LLC | 7.29% | New | 98,000 | $5.1M |
| Heck Capital Advisors, LLC | 0.44% | New | 93,126 | $5.1M |
| First Heartland Consultants, Inc. | 0.45% | Add +151.4% | 92,390 | $5.0M |
| FFG Retirement Advisors LLC | 3.15% | Add +4.2% | 92,251 | $5.0M |
| Theory Financial LLC | 1.90% | Add +4.9% | 89,493 | $5.0M |
| My Legacy Advisors, LLC | 1.77% | Add +4.4% | 90,399 | $5.0M |
| Barnes Wealth Management Group, Inc | 2.89% | Add +2.1% | 89,757 | $4.9M |
| Etesian Wealth Advisors, Inc. | 1.81% | Add +92.7% | 89,134 | $4.9M |
| Kingsview Wealth Management, LLC | 0.08% | Add +4.4% | 89,015 | $4.8M |
| Wealth Quarterback LLC | 2.29% | Add +116.5% | 88,767 | $4.8M |
| Elevation Point Wealth Partners, LLC | 0.37% | Add +2.8% | 88,100 | $4.8M |
| Hoxton Planning & Management, LLC | 1.65% | Reduce -0.9% | 87,561 | $4.8M |
| Sculati Wealth Management, LLC | 1.78% | New | 86,988 | $4.7M |
| Copperleaf Capital, LLC | 2.35% | Add +1.4% | 85,457 | $4.7M |
| Client 1ST Advisory Group, LLC | 1.69% | Add +6.3% | 85,334 | $4.6M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Reduce -3.7% | 82,685 | $4.5M |
| Gateway Wealth Partners, LLC | 0.85% | Add +6.7% | 82,653 | $4.5M |
| Creative Financial Designs Inc. | 0.32% | Add +12.2% | 81,063 | $4.4M |
| IFG Advisory, LLC | 0.22% | Add +33.1% | 79,796 | $4.3M |
| Retirement Wealth Solutions LLC | 3.05% | Add +5.4% | 76,803 | $4.2M |
| Trinity Wealth Management, LLC | 1.64% | New | 75,939 | $4.1M |
| Davis Wealth Advisors, LLC | 4.36% | Reduce -0.8% | 75,463 | $4.1M |
| Millington Financial Advisors, LLC | 2.07% | Reduce -2.3% | 73,450 | $4.1M |
| ERn Financial, LLC | 0.84% | New | 73,387 | $4.0M |
| Avidian Wealth Enterprises, LLC | 0.16% | Add +1.5% | 73,102 | $4.0M |
| Redwood Investment Management, LLC | 0.39% | Add +9.3% | 67,176 | $3.7M |
| Bush Investment Group, LLC | 2.40% | Add +1.8% | 65,620 | $3.6M |
| BlackDiamond Wealth Management, LLC | 2.06% | Reduce -3.0% | 65,679 | $3.6M |
| Argent Trust Co | 0.13% | Add +33.8% | 65,401 | $3.6M |
| Fullcircle Wealth LLC | 1.31% | Add +8.2% | 62,920 | $3.5M |
| Spire Wealth Management | 0.12% | Add +2.2% | 62,330 | $3.4M |
| Verus Capital Partners, LLC | 0.30% | Reduce -26.7% | 61,697 | $3.4M |
| Valmark Advisers, Inc. | 0.05% | Add +21.1% | 61,461 | $3.3M |
| RCS Financial Planning, LLC | 1.66% | Add +6.4% | 61,262 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -78.0% | 60,534 | $3.3M |
| Cary Street Partners Financial LLC | 0.09% | Add +0.0% | 60,389 | $3.3M |
| Pinion Investment Advisors, LLC | 1.11% | Reduce -16.9% | 59,211 | $3.2M |
| Pallas Capital Advisors LLC | 0.12% | Add +532.6% | 58,709 | $3.2M |
| WJ Wealth Management, LLC | 1.00% | Reduce -74.9% | 58,396 | $3.2M |
| ORG Partners LLC | 0.70% | Add +931.9% | 58,428 | $3.2M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +1.2% | 57,895 | $3.2M |
| Keystone Wealth Services, LLC | 0.76% | Reduce -0.1% | 57,686 | $3.1M |
| Wealthgarden F.S. LLC | 2.58% | Add +1.6% | 55,493 | $3.1M |
| BCU Wealth Advisors, LLC | 1.38% | Add +10.6% | 56,406 | $3.1M |
| LifePlan Investment Advisors, Inc. | 1.51% | Add +7.5% | 55,682 | $3.0M |
| Integrated Advisors Network LLC | 0.14% | Add +19.8% | 55,357 | $3.0M |
| Benjamin Edwards Inc. | 0.04% | Add +1.1% | 55,004 | $3.0M |
| Blalock Williams, LLC | 2.97% | Add +7.6% | 54,666 | $3.0M |
| AQR Capital Management | 0.00% | Reduce -11.0% | 54,595 | $3.0M |
| Leigh Baldwin & Co., LLC | 1.92% | New | 53,633 | $2.9M |
| Northwest Capital Management Inc | 1.58% | Reduce -31.0% | 53,533 | $2.9M |
| Financial Advocates Investment Management | 0.23% | Add +4.8% | 52,247 | $2.8M |
| Commonwealth Retirement Investments LLC | 1.08% | Add +0.3% | 52,186 | $2.8M |
| 4J Wealth Management LLC | 1.90% | New | 51,634 | $2.8M |
| Baker Tilly Wealth Management, LLC | 1.00% | Add +208.9% | 51,568 | $2.8M |
| Nwam LLC | 0.16% | Reduce -0.3% | 49,835 | $2.8M |
| Clear Creek Financial Management, LLC | 0.26% | Add +14.1% | 50,974 | $2.8M |
| Transcend Capital Advisors, LLC | 0.22% | Add +1.4% | 50,917 | $2.8M |
| WealthPLAN Partners, LLC | 0.45% | Add +2.5% | 50,839 | $2.8M |
| HSBC Holdings PLC | 0.00% | Add +13.4% | 50,035 | $2.7M |
| Brookwood Investment Group LLC | 0.43% | Add +4.1% | 48,809 | $2.7M |
| Interchange Capital Partners, LLC | 0.61% | Add +2.4% | 48,906 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +196.9% | 48,370 | $2.6M |
| JFS Wealth Advisors, LLC | 0.17% | Reduce -6.5% | 48,253 | $2.6M |
| Betterment LLC | 0.01% | Add +15.1% | 48,201 | $2.6M |
| Regimen Wealth, LLC | 0.81% | Add +2.6% | 48,170 | $2.6M |
| GTS Securities LLC | 0.11% | Add +193.5% | 46,958 | $2.6M |
| Venturi Wealth Management, LLC | 0.13% | Reduce -0.4% | 46,560 | $2.5M |
| World Investment Advisors | 0.06% | Reduce -2.5% | 46,063 | $2.5M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -31.2% | 43,561 | $2.5M |
| Richmond Investment Services, LLC | 0.52% | Add +269.0% | 45,544 | $2.5M |
| Castle Wealth Management LLC | 0.90% | New | 45,494 | $2.5M |
| Tradewinds, LLC. | 1.82% | New | 44,101 | $2.4M |
| Merkkuri Wealth Advisors LLC | 1.82% | Add +19.0% | 44,101 | $2.4M |
| Yukon Wealth Management, Inc. | 0.85% | Add +5.7% | 43,764 | $2.4M |
| Beacon Financial Planning, Inc. | 1.33% | Add +14.1% | 43,714 | $2.4M |
| Smartleaf Asset Management LLC | 0.21% | Add +296.4% | 43,292 | $2.3M |
| Comerica Bank | 0.01% | Add +50.2% | 43,082 | $2.3M |
| United Advisor Group, LLC | 0.40% | Add +5.1% | 42,974 | $2.3M |
| OMNI 360 Wealth, Inc. | 1.44% | Add +1.3% | 42,710 | $2.3M |
| Balance Wealth Partners LLC | 1.36% | Add +0.3% | 42,649 | $2.3M |
| Clearview Wealth Advisors LLC | 1.61% | Reduce -0.8% | 42,318 | $2.3M |
| Houlihan Financial Resource Group, Ltd. | 0.95% | New | 41,800 | $2.3M |
| Sutton Place Investors LLC | 1.38% | Add +3.2% | 42,204 | $2.3M |
| Private Client Services, LLC | 0.89% | Add +10.8% | 42,072 | $2.3M |
| Bison Wealth, LLC | 0.18% | Add +11.7% | 41,963 | $2.3M |
| John W. Brooker & Co., CPAs | 5.29% | Reduce -77.5% | 41,052 | $2.3M |
| Gotham Asset Management | 0.01% | Add +227.7% | 40,587 | $2.2M |
| Mather Group, Llc. | 0.02% | Add +8.3% | 40,354 | $2.2M |
| Sigma Planning Corp | 0.06% | Reduce -22.1% | 39,449 | $2.1M |
| Vantage Point Financial LLC | 0.93% | Add +7.9% | 39,027 | $2.1M |
| Arkadios Wealth Advisors | 0.06% | Add +3.5% | 38,989 | $2.1M |
| Quotient Wealth Partners, LLC | 0.06% | Add +13.0% | 38,221 | $2.1M |
| W Advisors, LLC | 1.19% | Add +0.4% | 38,093 | $2.1M |
| Aspire Private Capital, LLC | 0.48% | Add +3.6% | 38,060 | $2.1M |
| Signal Advisors Wealth, LLC | 0.16% | Add +11.9% | 36,740 | $2.0M |
| Sovereign Financial Group, Inc. | 0.41% | Reduce -0.5% | 36,470 | $2.0M |
| Embree Financial Group | 0.30% | Add +154.1% | 36,161 | $2.0M |
| Elios Financial Group Inc. | 0.89% | Reduce -2.3% | 36,070 | $2.0M |
| Centaurus Financial, Inc. | 0.11% | Reduce -20.6% | 35,867 | $2.0M |
| Emergent Wealth Advisors, LLC | 1.21% | Add +1.3% | 34,921 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +51.6% | 33,497 | $1.8M |
| Tempus Wealth Planning, LLC | 0.44% | Add +15.1% | 32,607 | $1.8M |
| BigSur Wealth Management LLC | 0.45% | No change | 32,573 | $1.8M |
| PUREfi Wealth, LLC | 1.41% | Add +60.4% | 32,312 | $1.8M |
| Wedbush Securities Inc. | 0.06% | Add +24.3% | 32,302 | $1.8M |
| Raleigh Capital Management Inc. | 0.73% | Reduce -2.5% | 32,132 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +2.2% | 31,906 | $1.7M |
| Maripau Wealth Management LLC | 0.87% | Add +0.1% | 31,765 | $1.7M |
| Accelerate Investment Advisors LLC | 1.27% | Add +17.5% | 31,318 | $1.7M |
| Sax Wealth Advisors, LLC | 0.10% | New | 30,893 | $1.7M |
| WealthTrak Capital Management LLC | 1.40% | Add +17.8% | 30,776 | $1.7M |
| Two West Capital Advisors LLC | 1.09% | Add +63.3% | 29,754 | $1.7M |
| B&D White Capital Company, LLC | 0.25% | Reduce -91.1% | 30,601 | $1.7M |
| Summit Wealth Partners, LLC | 0.31% | Add +167.7% | 30,229 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +279.4% | 29,984 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -11.7% | 29,974 | $1.6M |
| Hutchens & Kramer Investment Management Group, LLC | 0.73% | Reduce -5.8% | 29,372 | $1.6M |
| Beacon Financial Advisory LLC | 0.41% | Add +10.0% | 29,109 | $1.6M |
| Caliber Wealth Management, LLC / KS | 0.17% | Add +74.1% | 29,004 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.57% | Reduce -5.7% | 28,401 | $1.5M |
| Arete Wealth Advisors, LLC | 0.11% | Add +6.8% | 28,186 | $1.5M |
| Golden State Wealth Management, LLC | 0.19% | Add +13.6% | 28,097 | $1.5M |
| Goldstein Advisors, LLC | 0.20% | Add +78.8% | 27,677 | $1.5M |
| Absolute Capital Management, LLC | 0.75% | Add +8.5% | 27,367 | $1.5M |
| Lionsbridge Wealth Management LLC | 1.48% | Reduce -1.3% | 27,224 | $1.5M |
| First Citizens Financial Corp | 0.80% | Reduce -8.3% | 26,739 | $1.5M |
| EWG Elevate Inc. | 0.45% | Reduce -6.4% | 26,732 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Add +30.6% | 26,699 | $1.5M |
| Tyche Wealth Partners LLC | 0.29% | New | 26,698 | $1.5M |
| Private Trust Co. NA | 0.14% | Add +6.5% | 26,526 | $1.4M |
| Ameriflex Group, Inc. | 0.76% | Add +8.8% | 26,785 | $1.4M |
| RDA Financial Network | 0.39% | Add +1.9% | 26,260 | $1.4M |
| Semus Wealth Partners LLC | 0.93% | Add +2.0% | 26,245 | $1.4M |
| Fairvoy Private Wealth, LLC | 0.36% | Add +2.0% | 26,241 | $1.4M |
| Cowa, LLC | 0.54% | New | 26,156 | $1.4M |
| Optivise Advisory Services LLC | 0.73% | Add +2.8% | 26,138 | $1.4M |
| MKT Advisors LLC | 0.55% | Add +4.8% | 25,720 | $1.4M |
| Semmax Financial Advisors Inc. | 0.36% | Add +4.8% | 24,407 | $1.4M |
| Atlatl Advisers LLC | 0.65% | Reduce -2.3% | 25,271 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +79.0% | 25,067 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.2% | 25,017 | $1.4M |
| Latitude Advisors, LLC | 0.66% | Reduce -7.2% | 24,152 | $1.3M |
| Wells Financial Advisors INC | 1.80% | Reduce -0.4% | 24,035 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.17% | Add +0.1% | 23,869 | $1.3M |
| Retirement Planning Group, LLC | 0.06% | Reduce -3.7% | 23,837 | $1.3M |
| MSH Capital Advisors LLC | 0.37% | Add +5.8% | 23,647 | $1.3M |
| CW Advisors, LLC | 0.01% | Add +0.1% | 23,544 | $1.3M |
| Resurgent Financial Advisors LLC | 0.68% | Add +5.2% | 22,694 | $1.2M |
| Vise Technologies, Inc. | 0.05% | — | 22,516 | $1.2M |
| Catalina Capital Group, LLC | 0.83% | Add +1.1% | 22,464 | $1.2M |
| Capital Squared Financial LLC | 1.42% | — | 22,356 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -14.2% | 22,241 | $1.2M |
| LGT Financial Advisors LLC | 2.93% | Add +9.7% | 21,188 | $1.2M |
| Coldstream Capital Management Inc. | 0.02% | Add +5.4% | 21,060 | $1.1M |
| Transce3nd, LLC | 0.48% | Reduce -1.4% | 20,862 | $1.1M |
| Cooper Financial Group | 0.13% | Reduce -48.8% | 20,652 | $1.1M |
| Dentgroup LLC | 0.77% | Reduce -14.4% | 20,358 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.28% | New | 20,203 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +5.0% | 20,103 | $1.1M |
| JT Stratford LLC | 0.17% | Add +15.7% | 19,997 | $1.1M |
| Lifeworks Advisors, LLC | 0.16% | Add +2.9% | 19,876 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 19,720 | $1.1M |
| World Equity Group, Inc. | 0.29% | Reduce -23.9% | 19,639 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -70.4% | 19,636 | $1.1M |
| RFG - Bristol Wealth Advisors, LLC | 0.33% | New | 19,412 | $1.1M |
| TFB Advisors LLC | 0.28% | New | 19,343 | $1.1M |
| Sound Income Strategies, LLC | 0.06% | Add +1.2% | 19,290 | $1.1M |
| Wetzel Investment Advisors, Inc. | 0.47% | New | 18,844 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.5% | 18,415 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +336.3% | 18,362 | $1000K |
| Visionary Horizons, LLC | 0.63% | Add +17.5% | 18,281 | $996K |
| MN Wealth Advisors, LLC | 0.58% | Add +117.9% | 18,150 | $988K |
| Lantern Wealth Advisors, LLC | 0.59% | — | 18,075 | $984K |
| DAVENPORT & Co LLC | 0.01% | Add +4.0% | 18,035 | $982K |
| LexAurum Advisors, LLC | 0.15% | Add +10.8% | 17,561 | $956K |
| Elevated Capital Advisors, LLC | 0.27% | No change | 19,489 | $950K |
| FWG Investments, LLC. | 0.72% | Add +1.6% | 17,422 | $949K |
| Western Wealth Management, LLC | 0.05% | Add +10.5% | 16,815 | $916K |
| Lion Street Advisors, LLC | 0.28% | Add +23.8% | 16,675 | $908K |
| Evolution Wealth Management Inc. | 1.09% | — | 16,261 | $886K |
| D.A. Davidson & Co. | 0.01% | Add +3.4% | 16,195 | $882K |
| Savvy Advisors, Inc. | 0.06% | Reduce -26.9% | 16,113 | $878K |
| Alterna Wealth Management, Inc. | 0.70% | Reduce -5.5% | 16,060 | $875K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +19.3% | 15,917 | $867K |
| Gilliland Jeter Wealth Management LLC | 0.28% | Add +31.2% | 15,728 | $857K |
| M Holdings Securities, Inc. | 0.14% | New | 15,583 | $845K |
| Lloyd Advisory Services, LLC. | 0.41% | Reduce -6.0% | 15,438 | $841K |
| VestGen Investment Management | 0.60% | Reduce -8.9% | 15,421 | $840K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -33.1% | 15,264 | $831K |
| Alpha Financial Partners LLC | 0.59% | Add +11.2% | 15,084 | $821K |
| Magnus Financial Group LLC | 0.07% | Reduce -1.0% | 14,957 | $815K |
| LaSalle St. Investment Advisors, LLC | 0.22% | New | 14,958 | $814K |
| Americana Partners, LLC | 0.03% | New | 14,363 | $782K |
| FLP Wealth Management, LLC | 2.16% | Add +2.3% | 14,135 | $770K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +11.0% | 13,727 | $748K |
| GatePass Capital, LLC | 0.49% | Add +33.1% | 13,345 | $727K |
| Herold Advisors, Inc. | 0.15% | Reduce -2.0% | 13,210 | $719K |
| Compound Planning, Inc. | 0.03% | Add +1.8% | 13,088 | $713K |
| Fulcrum Equity Management | 0.73% | Add +0.0% | 13,028 | $710K |
| Oppenheimer & Co. Inc. | 0.01% | Add +36.0% | 12,880 | $701K |
| Maridea Wealth Management LLC | 0.18% | Add +50.8% | 12,760 | $695K |
| Empirical Asset Management, LLC | 0.21% | Add +6.9% | 12,691 | $691K |
| Foundry Financial Group, Inc. | 0.39% | Reduce -0.6% | 12,613 | $687K |
| Consolidated Portfolio Review Corp | 0.09% | New | 12,423 | $677K |
| Arcadia Wealth Management, LLC | 0.29% | Reduce -3.8% | 12,258 | $668K |
| Everpar Advisors LLC | 0.30% | Add +34.1% | 12,246 | $667K |
| Goldstone Financial Group, LLC | 0.09% | New | 11,878 | $654K |
| Legacy Edge Advisors, LLC | 0.08% | Reduce -1.0% | 11,587 | $631K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +66.6% | 11,570 | $630K |
| Exchange Traded Concepts, LLC | 0.01% | New | 11,166 | $608K |
| SageView Advisory Group, LLC | 0.02% | New | 10,805 | $606K |
| Pinnacle Family Advisors, LLC | 0.29% | Reduce -1.1% | 11,077 | $603K |
| Cary Street Partners Investment Advisory LLC | 0.29% | Add +2.5% | 11,015 | $600K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +13.0% | 10,909 | $594K |
| Cape Investment Advisory, Inc. | 0.21% | Add +14.2% | 10,699 | $583K |
| StoneX Group Inc. | 0.03% | Reduce -18.4% | 10,528 | $573K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +1.0% | 9,987 | $544K |
| Rollins Financial Advisors, LLC | 0.09% | New | 9,953 | $542K |
| International Assets Investment Management, LLC | 0.04% | Add +67.0% | 9,918 | $540K |
| Advyzon Investment Management, LLC | 0.12% | Add +73.3% | 9,581 | $522K |
| PKS Advisory Services, LLC | 0.13% | Add +22.4% | 9,563 | $521K |
| Oliver Lagore Vanvalin Investment Group | 0.20% | — | 10,428 | $508K |
| Axim Planning & Wealth | 0.45% | New | 9,069 | $494K |
| GWN Securities Inc. | 0.09% | Reduce -73.9% | 8,930 | $488K |
| Bank of Marin | 0.37% | Add +38.0% | 8,890 | $484K |
| Brown Advisory Inc. | 0.00% | Add +1.7% | 8,874 | $483K |
| Talisman Wealth Advisors LLC | 0.44% | Add +10.3% | 8,822 | $480K |
| Riverbend Wealth Management, LLC | 0.35% | Add +36.2% | 8,548 | $466K |
| Quartz Partners, LLC | 0.21% | Reduce -0.7% | 8,476 | $462K |
| Oregon Pacific Wealth Management, LLC | 0.44% | Add +86.0% | 8,446 | $460K |
| Sunbelt Securities, Inc. | 0.04% | Add +4333.0% | 8,733 | $448K |
| Marino, Stram & Associates LLC | 0.09% | New | 7,735 | $421K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -4.8% | 7,506 | $409K |
| Hilltop Holdings Inc. | 0.03% | Add +66.2% | 7,497 | $408K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.4% | 7,442 | $405K |
| First Trust Advisors LP | 0.00% | Add +13.8% | 7,425 | $404K |
| Allegiance Financial Group Advisory Services LLC | 0.11% | New | 7,338 | $400K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 7,329 | $399K |
| Roxbury Financial LLC | 0.38% | Add +138.1% | 7,176 | $391K |
| AdvisorNet Financial, Inc | 0.02% | Add +4.0% | 7,084 | $386K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -61.0% | 7,014 | $382K |
| Kestra Investment Management, LLC | 0.01% | Reduce -10.7% | 6,486 | $353K |
| Novus Advisors, LLC | 0.53% | Reduce -2.6% | 6,405 | $349K |
| New Republic Capital, LLC | 0.12% | Reduce -29.9% | 6,403 | $349K |
| Midwest Heritage Bank, FSB | 0.13% | Add +14.2% | 6,360 | $346K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +3.5% | 6,331 | $345K |
| Life Line Wealth Management LLC | 0.11% | Add +32.5% | 6,187 | $337K |
| Lockerman Financial Group, Inc. | 0.45% | Add +18.4% | 6,131 | $334K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,115 | $333K |
| NFSG Corp | 0.05% | New | 6,103 | $332K |
| Flagstar Securities, Inc. | 0.09% | Add +1.1% | 6,097 | $332K |
| Continuum Advisory, LLC | 0.04% | Reduce -0.8% | 6,043 | $329K |
| Veracity Capital LLC | 0.11% | Add +15.5% | 5,911 | $322K |
| Rossby Financial, LCC | 0.12% | Add +72.4% | 5,879 | $320K |
| D. E. Shaw & Co. | 0.00% | New | 5,879 | $320K |
| Western Financial Corp | 0.17% | Reduce -2.4% | 5,853 | $319K |
| Kelly Financial Group LLC | 0.09% | Reduce -9.9% | 5,787 | $315K |
| Wellment Financial | 0.40% | Reduce -7.9% | 5,747 | $313K |
| Mainstream Capital Management LLC | 0.22% | Add +0.1% | 5,660 | $308K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.2% | 5,576 | $304K |
| Fortis Advisors, LLC | 0.19% | Add +7.6% | 5,439 | $296K |
| Inspire Advisors, LLC | 0.03% | Add +18.9% | 5,435 | $296K |
| Global Financial Private Client, LLC | 0.11% | Add +2.2% | 5,255 | $286K |
| Twin Focus Capital Partners, LLC | 0.04% | New | 5,027 | $274K |
| Clarius Group, LLC | 0.02% | New | 4,967 | $271K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 4,895 | $267K |
| FSC Wealth Advisors, LLC | 0.17% | New | 4,870 | $265K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +12.8% | 4,866 | $265K |
| Zions Bancorporation, National Association | 0.01% | No change | 4,709 | $256K |
| Cynosure Group, LLC | 0.03% | Add +8.8% | 4,681 | $255K |
| QRG Capital Management, Inc. | 0.00% | Reduce -39.6% | 4,658 | $254K |
| Catalyst Financial Partners LLC | 0.03% | Add +7.9% | 4,516 | $246K |
| KPP Advisory Services LLC | 0.04% | New | 4,460 | $243K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -13.0% | 4,411 | $242K |
| Prosperity Planning, Inc. | 0.10% | Reduce -0.4% | 4,444 | $242K |
| Fisher Asset Management | 0.00% | Reduce -6.3% | 4,439 | $242K |
| Professional Financial Advisors, LLC | 0.06% | No change | 4,375 | $238K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -4.4% | 4,323 | $235K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 4,211 | $229K |
| Avaii Wealth Management, LLC | 0.10% | Reduce -29.0% | 4,096 | $223K |
| Heritage Family Offices, LLP | 0.11% | No change | 4,567 | $221K |
| Fifth Third Bancorp | 0.00% | Add +1004.9% | 4,033 | $220K |
| Balefire, LLC | 0.05% | New | 4,026 | $219K |
| TrueWealth Advisors, LLC | 0.06% | Reduce -4.2% | 3,943 | $215K |
| HUB Investment Partners, LLC | 0.01% | Reduce -18.6% | 3,880 | $211K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.3% | 3,847 | $210K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 3,809 | $207K |
| Mosaic Advisors LLC | 0.30% | Reduce -36.5% | 3,743 | $204K |
| Marks Group Wealth Management, Inc | 0.02% | New | 3,725 | $203K |
| Allworth Financial LP | 0.00% | Reduce -9.1% | 3,683 | $201K |
| Indie Asset Partners, LLC | 0.36% | New | 3,682 | $201K |
| Hoese & Co LLP | 0.16% | New | 3,670 | $200K |
| REAP Financial Group, LLC | 0.04% | Add +11.1% | 3,197 | $174K |
| Crewe Advisors LLC | 0.02% | New | 3,030 | $165K |
| Arlington Trust Co LLC | 0.03% | No change | 2,437 | $133K |
| Team Financial Group, LLC | 0.06% | New | 2,403 | $131K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -57.5% | 2,294 | $125K |
| Quest 10 Wealth Builders, Inc. | 0.11% | Reduce -8.3% | 2,123 | $116K |
| Harbor Investment Advisory, LLC | 0.01% | Add +285.1% | 2,091 | $114K |
| Arax Advisory Partners | 0.00% | Add +771.7% | 1,848 | $101K |
| Lanark Financial, Inc. | 0.01% | Reduce -8.8% | 1,777 | $96K |
| Clark Wealth Partners | 0.05% | Reduce -56.6% | 1,400 | $76K |
| Geneos Wealth Management Inc. | 0.00% | Add +50.9% | 1,305 | $71K |
| Tidemark, LLC | 0.02% | Reduce -9.9% | 1,296 | $71K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -49.3% | 1,146 | $64K |
| Harbor Asset Planning, Inc. | 0.06% | — | 1,110 | $60K |
| Tompkins Financial Corp. | 0.01% | No change | 1,105 | $60K |
| Kentucky Trust Co | 0.03% | New | 1,045 | $57K |
| Silver Oak Securities, Incorporated | 0.00% | New | 1,041 | $57K |
| Christopher J. Hasenberg, Inc | 0.02% | No change | 989 | $54K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 840 | $46K |
| Beacon Capital Management, LLC | 0.01% | Add +0.1% | 825 | $45K |
| Bogart Wealth, LLC | 0.00% | New | 784 | $43K |
| Larson Financial Group LLC | 0.00% | Add +677.2% | 715 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.4% | 660 | $36K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -40.6% | 644 | $35K |
| JNBA Financial Advisors | 0.00% | New | 625 | $34K |
| Smithfield Trust Co | 0.00% | No change | 477 | $26K |
| Bessemer Group Inc. | 0.00% | Reduce -27.5% | 445 | $24K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 421 | $23K |
| Clearstead Advisors, LLC | 0.00% | Reduce -45.4% | 416 | $23K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -47.8% | 411 | $22K |
| Chesapeake Asset Management LLC | 0.02% | No change | 386 | $21K |
| Abound Wealth Management | 0.01% | Reduce -76.7% | 351 | $19K |
| Park Place Capital Corp | 0.00% | No change | 304 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 292 | $16K |
| Basso Capital Management, L.P. | 0.01% | No change | 292 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 254 | $14K |
| NBT Bank, N.A. | 0.00% | No change | 245 | $13K |
| Park Square Financial Group, LLC | 0.01% | No change | 221 | $12K |
| Financial Gravity Companies, Inc. | 0.00% | — | 172 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 162 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 148 | $8K |
| American National Bank & Trust | 0.00% | New | 140 | $8K |
| Asset Dedication, LLC | 0.00% | New | 138 | $8K |
| Eastern Bank | 0.00% | New | 113 | $6K |
| Archer Investment Corp | 0.00% | New | 102 | $6K |
| North Capital, Inc. | 0.00% | No change | 98 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 98 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 95 | $5K |
| Affinity Wealth LLC | 0.00% | No change | 91 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 82 | $4K |
| Alerus Financial NA | 0.00% | New | 75 | $4K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -69.2% | 73 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 59 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 50 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.1% | 48 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -99.9% | 45 | $2K |
| Signaturefd, LLC | 0.00% | No change | 36 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 33 | $2K |
| National Bank of Canada | 0.00% | No change | 30 | $2K |
| Citigroup Inc. | 0.00% | New | 20 | $1K |
"% 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.