Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q3 2025 (September 30)654holders +49
79new positions
28sold out
4famous investors
$59.08avg. 13F price*
At the end of Q3 2025, 654 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 49 from Q2 2025. 79 opened new positions and 28 sold out. The largest holders were Envestnet Asset Management Inc. ($6.6B), LPL Financial LLC ($2.4B) and BlackRock, Inc. ($1.4B). 4 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q3 2025)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $1.7B |
| Exits | 28 | $31.9M |
All 13F filers, Q2 2025 → Q3 2025: 132,476,008 shares bought and 2,193,698 shares sold, net +130,282,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 654 holders
| Envestnet Asset Management Inc. | 1.89% | Add +55.8% | 111,018,724 | $6.6B |
| LPL Financial LLC | 0.71% | Add +27.1% | 40,888,680 | $2.4B |
| BlackRock, Inc. | 0.02% | Add +20.5% | 23,350,307 | $1.4B |
| JPMorgan Chase & Co. | 0.09% | Add +16.5% | 22,898,210 | $1.4B |
| First Command Advisory Services, Inc. | 9.66% | New | 22,521,281 | $1.3B |
| Morgan Stanley | 0.05% | Add +17.9% | 14,728,946 | $872.0M |
| Ameriprise Financial Inc. | 0.17% | Add +35.8% | 12,249,151 | $724.9M |
| Bank of America Corp. | 0.05% | Add +28.3% | 10,625,048 | $629.0M |
| Park Avenue Securities LLC | 4.01% | Add +23.6% | 8,682,084 | $514.0M |
| Northwestern Mutual Wealth Management Co. | 0.32% | Add +39.2% | 8,071,059 | $477.8M |
| Cwm, LLC | 1.41% | Add +0.6% | 7,907,088 | $468.1M |
| Envestnet Portfolio Solutions, Inc. | 1.72% | Add +17.9% | 7,862,403 | $465.5M |
| MML Investors Services, LLC | 1.21% | Add +15.8% | 7,647,661 | $452.7M |
| Cetera Investment Advisers | 0.49% | Add +40.1% | 7,125,414 | $421.8M |
| Dynasty Wealth Management, LLC | 4.96% | Add +31.1% | 6,278,395 | $371.7M |
| Sagespring Wealth Partners, LLC | 6.46% | Add +17.2% | 6,261,866 | $330.0M |
| Raymond James Financial Inc. | 0.10% | Add +17.9% | 5,364,001 | $317.5M |
| Janney Montgomery Scott LLC | 0.66% | Add +16.9% | 4,708,787 | $278.8M |
| NewEdge Advisors, LLC | 1.17% | Add +28.8% | 4,358,804 | $258.0M |
| OneDigital Investment Advisors LLC | 2.53% | Add +17.0% | 4,165,601 | $246.6M |
| Bank of New York Mellon Corp | 0.04% | Add +27.0% | 3,737,264 | $221.2M |
| Osaic Holdings, Inc. | 0.30% | Add +14.6% | 3,692,295 | $213.4M |
| Commonwealth Equity Services, LLC | 0.27% | Add +9.9% | 3,512,833 | $208.0M |
| Wells Fargo & Company | 0.04% | Add +25.3% | 3,358,919 | $198.8M |
| Sofi Wealth, LLC | 9.84% | Add +20.8% | 3,085,571 | $182.7M |
| Foundations Investment Advisors, LLC | 2.56% | Add +19.0% | 2,967,800 | $175.7M |
| Two Sigma Investments, LP | 0.28% | Add +163.0% | 2,884,300 | $170.8M |
| Sanctuary Advisors, LLC | 0.98% | Add +23.0% | 2,877,953 | $170.4M |
| JB Capital LLC | 7.17% | Add +25.9% | 2,809,823 | $166.3M |
| Merit Financial Group, LLC | 1.36% | Add +40.1% | 2,492,196 | $147.5M |
| Royal Bank of Canada | 0.03% | Add +27.4% | 2,458,806 | $145.6M |
| Stifel Financial Corp. | 0.12% | Add +19.8% | 2,224,543 | $131.7M |
| Thrivent Financial for Lutherans | 0.26% | Add +82.0% | 2,211,558 | $130.9M |
| United Capital Financial Advisors, LLC | 0.88% | Add +18.0% | 2,059,852 | $121.9M |
| Parallel Advisors, LLC | 2.15% | Add +25.4% | 1,980,204 | $117.2M |
| Advocacy Wealth Management, LLC | 4.90% | Add +16.0% | 1,907,589 | $112.9M |
| Assetmark, Inc. | 0.21% | Add +3.2% | 1,649,235 | $97.6M |
| Equitable Holdings, Inc. | 0.70% | Add +12.4% | 1,604,410 | $95.0M |
| Citadel Advisors | 0.08% | New | 1,567,704 | $92.8M |
| Integrated Wealth Concepts LLC | 0.82% | Add +14.8% | 1,547,859 | $91.6M |
| AE Wealth Management LLC | 0.52% | Add +23.0% | 1,376,558 | $81.5M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +14.6% | 1,289,273 | $76.3M |
| Ascent Group, LLC | 2.65% | Add +22.1% | 1,267,886 | $75.1M |
| Austin Private Wealth, LLC | 5.54% | Add +10.9% | 1,216,010 | $72.0M |
| Truist Financial Corp. | 0.09% | Add +17.9% | 1,156,980 | $68.5M |
| UBS Group AG | 0.01% | Add +60.1% | 1,150,349 | $68.1M |
| Atria Investments, Inc | 0.76% | Add +27.3% | 1,116,165 | $66.1M |
| Annex Advisory Services, LLC | 1.33% | New | 1,056,426 | $62.5M |
| Stratos Investment Management, LLC | 2.52% | Add +2.4% | 1,029,665 | $61.0M |
| Stratos Wealth Partners, LTD. | 0.71% | Add +21.1% | 1,013,268 | $60.0M |
| Icon Wealth Advisors, LLC | 4.07% | Add +21.2% | 1,012,986 | $60.0M |
| CreativeOne Wealth, LLC | 1.46% | Add +25.7% | 1,012,240 | $59.9M |
| Sharkey, Howes & Javer | 7.12% | Add +11.8% | 935,507 | $55.4M |
| US Bancorp \de | 0.06% | Add +23.3% | 810,914 | $48.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.73% | Add +24.4% | 794,480 | $47.0M |
| Buttonwood Financial Group, LLC | 20.15% | Add +62.0% | 787,890 | $46.7M |
| Private Advisor Group, LLC | 0.22% | Add +40.9% | 768,234 | $45.5M |
| Intelligence Driven Advisers, LLC | 6.30% | Add +14.4% | 767,716 | $45.4M |
| Shepherd Financial Partners LLC | 4.32% | Add +16.3% | 766,528 | $45.4M |
| Jones Financial Companies LLLP | 0.03% | Add +23.6% | 767,494 | $45.2M |
| CFO4Life Group, LLC | 6.32% | Add +2.3% | 734,491 | $43.5M |
| MA Private Wealth | 7.27% | Add +0.0% | 729,878 | $43.2M |
| Scarborough Advisors, LLC | 7.58% | Add +3.2% | 725,765 | $43.0M |
| Horst & Graben Wealth Management LLC | 6.35% | Add +15.2% | 702,295 | $41.6M |
| CFS Investment Advisory Services, LLC | 3.06% | Add +15.4% | 687,450 | $41.2M |
| KWB Wealth | 4.42% | Reduce -1.3% | 733,984 | $40.0M |
| SteelPeak Wealth, LLC | 1.33% | Add +18.6% | 670,881 | $39.7M |
| HighTower Advisors, LLC | 0.04% | Add +612.2% | 668,288 | $39.6M |
| Stone House Investment Management, LLC | 6.37% | Add +15.5% | 638,866 | $37.8M |
| McMorgan & Co. LLC | 5.74% | Reduce -9.8% | 629,246 | $37.3M |
| West Wealth Group, LLC | 8.29% | Add +18.1% | 623,343 | $36.8M |
| Arax Advisory Partners | 0.52% | Add +39345.1% | 728,946 | $36.5M |
| Tsfg, LLC | 5.67% | Add +53.5% | 602,406 | $35.7M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +14.3% | 591,180 | $35.0M |
| Mariner, LLC | 0.05% | Add +32.0% | 589,727 | $34.9M |
| Tennessee Valley Asset Management Partners | 4.69% | New | 583,116 | $34.5M |
| Gries Financial LLC | 5.40% | Add +25.8% | 576,684 | $34.1M |
| Farther Finance Advisors, LLC | 0.52% | Add +26.3% | 575,366 | $34.1M |
| Mgo One Seven LLC | 0.78% | Add +149.8% | 571,976 | $33.9M |
| Madison Wealth Partners, Inc | 6.62% | Add +15.7% | 565,689 | $33.5M |
| Spinnaker Trust | 1.82% | Add +9.6% | 553,724 | $32.8M |
| High Falls Advisors, Inc | 6.71% | Add +15.2% | 550,841 | $32.6M |
| Perigon Wealth Management, LLC | 0.66% | Add +52.1% | 544,652 | $32.2M |
| Kelly Financial Services LLC | 8.14% | Add +41.5% | 531,212 | $31.4M |
| Security Financial Services, INC. | 5.05% | Add +19.3% | 528,147 | $31.3M |
| Eq LLC | 10.57% | Add +22.2% | 525,963 | $31.1M |
| One Wealth Advisors, LLC | 3.82% | Add +22.6% | 514,722 | $30.5M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +47.7% | 508,516 | $30.1M |
| Physician Wealth Advisors, Inc. | 4.25% | Add +25.9% | 504,353 | $29.9M |
| Capital Analysts, LLC | 0.85% | Add +16.7% | 494,576 | $29.3M |
| Madrona Financial Services, LLC | 6.39% | Add +1.4% | 489,453 | $29.0M |
| IHT Wealth Management, LLC | 0.73% | Add +2099.2% | 489,131 | $29.0M |
| VestGen Advisors, LLC | 0.96% | Add +76.0% | 487,528 | $28.9M |
| Wealth Alliance, LLC | 2.88% | Add +20.7% | 473,642 | $28.0M |
| Liberty Wealth Management LLC | 3.94% | Add +2.9% | 472,875 | $28.0M |
| Stokes Family Office, LLC | 2.57% | Reduce -2.8% | 457,317 | $27.1M |
| GeoWealth Management, LLC | 0.99% | Add +9.4% | 456,762 | $27.0M |
| Strategic Blueprint, LLC | 1.16% | Add +14.2% | 448,000 | $26.5M |
| Triad Wealth Partners, LLC | 3.40% | Add +56.9% | 444,973 | $26.3M |
| Detalus Advisors, LLC | 6.82% | Add +22.7% | 444,724 | $26.3M |
| Insight Wealth Strategies, LLC | 3.10% | Add +3.2% | 444,312 | $26.3M |
| &partners | 0.17% | Add +107.7% | 442,078 | $26.2M |
| NorthRock Partners, LLC | 0.46% | New | 431,238 | $25.5M |
| High Probability Advisors, LLC | 3.47% | Add +3.1% | 428,045 | $25.3M |
| Barings LLC | 0.49% | New | 424,811 | $25.1M |
| Keystone Financial Group | 1.90% | Add +19.0% | 418,544 | $24.8M |
| Capital Planning Advisors, LLC | 3.35% | Reduce -0.4% | 412,026 | $24.4M |
| Avid Wealth Partners LLC | 12.11% | Add +3.5% | 411,697 | $24.4M |
| Midwest Capital Advisors, LLC | 11.65% | Add +23.0% | 408,196 | $24.2M |
| Unique Wealth, LLC | 3.53% | Add +12.9% | 407,110 | $24.1M |
| Beacon Financial Group | 2.36% | Add +30.0% | 404,818 | $24.0M |
| Trek Financial, LLC | 1.42% | Add +23.2% | 402,993 | $23.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +3.6% | 401,435 | $23.8M |
| ONE Advisory Partners, LLC | 7.18% | Add +24.9% | 398,529 | $23.4M |
| PAX Financial Group, LLC | 4.22% | Add +22.6% | 395,485 | $23.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Add +20.1% | 387,908 | $23.0M |
| Cypress Wealth Services, LLC | 3.73% | Add +6.1% | 384,616 | $22.8M |
| Perennial Investment Advisors, LLC | 1.86% | Add +20.9% | 381,293 | $22.6M |
| Royal Harbor Partners, LLC | 7.56% | Add +22.8% | 376,679 | $22.3M |
| MAI Capital Management | 0.14% | Add +7.3% | 370,268 | $21.9M |
| Integrity Alliance, Llc. | 1.03% | Add +17.0% | 368,754 | $21.8M |
| Keystone Financial Services | 6.65% | Add +2.6% | 362,455 | $21.5M |
| Mason & Associates, LLC | 5.38% | Add +0.0% | 393,148 | $21.4M |
| Brookstone Capital Management | 0.25% | Add +27.6% | 359,424 | $21.3M |
| Blue Trust, Inc. | 0.24% | Reduce -0.6% | 353,927 | $21.0M |
| Legacy Financial Group LLC | 2.67% | Reduce -13.5% | 344,221 | $20.4M |
| First Hawaiian Bank | 2.60% | Add +3.7% | 342,407 | $20.3M |
| TSA Wealth Managment LLC | 6.69% | Add +17.7% | 332,115 | $19.7M |
| Swmg, LLC | 5.90% | Add +34.0% | 328,362 | $19.5M |
| Ullmann Wealth Partners Group, LLC | 2.11% | Add +6.6% | 325,998 | $19.3M |
| Vise Technologies, Inc. | 0.72% | Add +1344.5% | 325,236 | $19.3M |
| U.S. Capital Wealth Advisors, LLC | 0.52% | Add +0.3% | 324,411 | $19.2M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +21.8% | 323,155 | $19.1M |
| Invst, LLC | 2.17% | Add +18.9% | 322,541 | $19.1M |
| Principal Securities, Inc. | 0.31% | Add +18.6% | 319,887 | $18.9M |
| Sovran Advisors, LLC | 1.67% | Add +35.5% | 311,229 | $18.9M |
| Financial Life Advisors | 6.03% | Reduce -3.5% | 316,871 | $18.8M |
| Mutual Advisors, LLC | 0.41% | Add +2.8% | 313,838 | $18.6M |
| Scissortail Wealth Management, LLC | 4.05% | Add +49.5% | 313,759 | $18.6M |
| Qube Research & Technologies Ltd | 0.03% | Add +5010.6% | 312,510 | $18.5M |
| ShoreHaven Wealth Partners, LLC | 6.84% | Add +32.8% | 312,420 | $18.5M |
| Lineweaver Wealth Advisors, LLC | 2.67% | Add +95.1% | 307,781 | $18.2M |
| Regatta Capital Group, LLC | 2.85% | Add +3.6% | 305,234 | $18.1M |
| Kilter Group LLC | 8.53% | Add +43.3% | 303,787 | $18.0M |
| Embree Financial Group | 2.41% | Add +738.3% | 303,124 | $17.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +13.5% | 297,947 | $17.6M |
| Eldridge Investment Advisors, Inc. | 3.84% | Add +18.8% | 284,579 | $16.8M |
| Ameritas Advisory Services, LLC | 1.10% | Add +177.9% | 283,842 | $16.8M |
| Apeiron RIA LLC | 3.74% | Add +81.5% | 282,891 | $16.6M |
| Tradition Wealth Management, LLC | 1.23% | Add +100.6% | 280,418 | $16.6M |
| Stonebrook Private Inc. | 3.58% | Add +3.5% | 280,271 | $16.6M |
| Van Hulzen Asset Management, LLC | 1.21% | Add +9.1% | 273,946 | $16.2M |
| Regal Investment Advisors LLC | 1.05% | Add +25.4% | 271,449 | $16.1M |
| Wealth Group Ltd | 3.65% | Add +76.5% | 266,545 | $15.8M |
| Bay Harbor Wealth Management, LLC | 4.24% | Add +17.7% | 264,937 | $15.7M |
| WealthShield Partners, LLC | 1.77% | Add +15.2% | 264,261 | $15.6M |
| Snowden Capital Advisors LLC | 0.43% | Add +25.7% | 264,083 | $15.6M |
| Claro Advisors Inc. | 2.26% | Add +51.1% | 261,581 | $15.5M |
| Patton Albertson Miller Group, LLC | 1.83% | Add +10.9% | 256,679 | $15.2M |
| Kingsview Wealth Management, LLC | 0.23% | Add +186.0% | 254,573 | $15.1M |
| Apollon Wealth Management, LLC | 0.27% | Add +17.8% | 254,017 | $15.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.23% | Reduce -11.1% | 250,888 | $14.9M |
| Rothschild Wealth LLC | 3.23% | Add +4.6% | 250,099 | $14.8M |
| Ashton Thomas Private Wealth, LLC | 0.38% | Add +93.8% | 249,426 | $14.8M |
| Weil Company, Inc. | 3.49% | Add +11.1% | 245,070 | $14.5M |
| RFG Advisory, LLC | 0.30% | Add +85.6% | 243,705 | $14.4M |
| Ancora Advisors LLC | 0.28% | Add +9.1% | 239,440 | $14.2M |
| Global Retirement Partners, LLC | 0.32% | Add +16.0% | 238,626 | $14.1M |
| Jmac Enterprises LLC | 2.73% | Add +2.0% | 233,469 | $13.8M |
| BCGM Wealth Management, LLC | 3.57% | Add +17.0% | 231,992 | $13.7M |
| Maia Wealth LLC | 2.26% | Add +19.7% | 220,888 | $13.4M |
| Mayflower Financial Advisors, LLC | 1.66% | Add +23.7% | 223,642 | $13.2M |
| Financial Enhancement Group LLC | 1.76% | Add +109.4% | 220,144 | $13.1M |
| Fortitude Financial, LLC | 10.74% | Add +5.0% | 220,480 | $13.1M |
| BridgePort Financial Solutions, LLC | 3.50% | Add +8.8% | 220,193 | $13.0M |
| McNaughton Wealth Management, LLC | 5.31% | Add +13.7% | 212,735 | $12.6M |
| Cobblestone Asset Management LLC | 5.73% | Add +20.7% | 211,789 | $12.5M |
| Tull Financial Group, Inc. | 5.52% | Add +1.8% | 211,103 | $12.5M |
| Waverly Advisors, LLC | 0.12% | Add +32.8% | 207,113 | $12.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +10.2% | 207,046 | $12.3M |
| Synergy Investment Management, LLC | 4.58% | New | 202,686 | $12.0M |
| Watershed Private Wealth LLC | 3.76% | Reduce -1.3% | 201,194 | $11.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | New | 200,000 | $11.8M |
| SigFig Wealth Management, LLC | 0.36% | Add +17.1% | 199,473 | $11.8M |
| Independent Financial Group, LLC | 0.28% | Add +14.8% | 197,072 | $11.7M |
| Menora Mivtachim Holdings LTD. | 0.06% | Reduce -7.3% | 197,062 | $11.7M |
| Vertex Planning Partners, LLC | 2.24% | Add +9.5% | 197,006 | $11.7M |
| Beacon Bridge Wealth Partners, LLC | 4.02% | Add +2.7% | 191,030 | $11.3M |
| Csenge Advisory Group | 0.52% | Add +19.3% | 185,487 | $11.0M |
| Vestmark Advisory Solutions, Inc. | 0.21% | Reduce -17.4% | 184,904 | $10.9M |
| Quadrant Private Wealth Management, LLC | 1.99% | Add +32.3% | 183,716 | $10.9M |
| Focus Financial Network, Inc. | 0.39% | Add +2.4% | 182,600 | $10.8M |
| WCG Wealth Advisors LLC | 0.67% | Add +0.7% | 179,225 | $10.6M |
| Able Wealth Management LLC | 3.99% | Add +48.4% | 179,065 | $10.6M |
| True Vision MN LLC | 5.52% | Add +14.6% | 179,052 | $10.6M |
| Boyum Wealth Architects LLC | 6.48% | Add +18.9% | 177,829 | $10.5M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +50.2% | 174,990 | $10.4M |
| Centerline Wealth Advisors, LLC | 4.50% | Add +1.6% | 174,806 | $10.3M |
| SWP Financial LLC | 5.22% | Add +24.6% | 173,171 | $10.3M |
| Keebeck Wealth Management | 1.21% | Reduce -1.3% | 172,849 | $10.2M |
| Sterling Group Wealth Management, LLC | 5.05% | Add +7.8% | 172,158 | $10.2M |
| Hobbs Wealth Management, LLC | 8.51% | Add +3.5% | 171,460 | $10.2M |
| Ridgeline Wealth Planning, LLC | 7.58% | Add +1.7% | 170,522 | $10.1M |
| HUB Investment Partners, LLC | 0.37% | Add +4289.1% | 170,298 | $10.1M |
| Great Valley Advisor Group, Inc. | 0.20% | Add +10.4% | 167,697 | $9.9M |
| Foundry Financial Group, Inc. | 5.19% | Add +1224.3% | 167,034 | $9.9M |
| One Wealth Capital Management, LLC | 4.42% | Add +17.3% | 166,371 | $9.8M |
| May Hill Capital, LLC | 2.87% | Add +39.7% | 165,294 | $9.8M |
| Baird Financial Group, Inc. | 0.02% | Add +15.8% | 165,268 | $9.8M |
| KM Capital Management Ltd. | 4.49% | Reduce -10.3% | 164,122 | $9.7M |
| Sowell Financial Services LLC | 0.37% | Add +1.3% | 163,575 | $9.7M |
| Gen-Wealth Partners Inc | 3.27% | Add +10.8% | 163,460 | $9.7M |
| Focus Partners Wealth | 0.02% | Reduce -0.1% | 159,697 | $9.5M |
| Certus Wealth Management, LLC | 5.62% | Add +20.0% | 158,695 | $9.4M |
| IFP Advisors, Inc | 0.24% | Add +27.4% | 155,701 | $9.2M |
| Twin Peaks Wealth Advisors, LLC | 3.14% | Add +27.0% | 155,055 | $9.2M |
| Edge Financial Advisors LLC | 4.11% | Add +7.8% | 155,002 | $9.2M |
| Patriot Financial Group Insurance Agency, LLC | 1.17% | Add +8.7% | 154,245 | $9.1M |
| Goodman Advisory Group, LLC | 2.27% | New | 153,738 | $9.1M |
| Ehrlich Financial Group | 5.40% | Add +4.8% | 153,712 | $9.1M |
| IFG Advisory, LLC | 0.41% | Add +92.5% | 153,643 | $9.1M |
| Spectrum Planning & Advisory Services Inc. | 5.09% | Add +19.6% | 152,206 | $9.0M |
| SkyOak Wealth, LLC | 1.70% | Reduce -7.3% | 151,895 | $9.0M |
| Harbour Investments, Inc. | 0.20% | Add +43.3% | 149,454 | $8.8M |
| CoreCap Advisors, LLC | 0.32% | Add +9.9% | 147,628 | $8.7M |
| Centurion Wealth Management LLC | 1.95% | Add +10.1% | 143,976 | $8.5M |
| Firethorn Wealth Partners, LLC | 3.33% | Add +11.3% | 142,722 | $8.4M |
| Vigilare Wealth Management | 2.92% | New | 142,545 | $8.4M |
| Modern Wealth Management, LLC | 0.17% | Add +28.5% | 142,077 | $8.4M |
| B&D White Capital Company, LLC | 1.07% | Add +362.6% | 141,569 | $8.4M |
| Endeavor Private Wealth, Inc. | 2.58% | Add +7.9% | 140,830 | $8.3M |
| M1 Capital Management LLC | 3.60% | Add +2.3% | 140,812 | $8.3M |
| Braun-Bostich & Associates Inc. | 5.22% | Add +11.9% | 139,877 | $8.3M |
| Genesis Wealth Advisors, LLC | 5.84% | Add +1.5% | 139,830 | $8.3M |
| Blue Edge Capital, LLC | 1.16% | New | 138,066 | $8.2M |
| Signet Financial Management, LLC | 0.93% | Add +30.8% | 135,587 | $8.0M |
| Shared Vision Wealth Group LLC | 3.39% | Add +11.5% | 135,738 | $8.0M |
| Cerity Partners LLC | 0.01% | Add +4.2% | 135,400 | $8.0M |
| Advisory Services Network, LLC | 0.12% | Add +21.9% | 133,727 | $7.9M |
| Alternative Investment Advisors, LLC. | 3.58% | Add +8.3% | 133,009 | $7.9M |
| Ashton Thomas Securities, LLC | 1.09% | Add +5.0% | 131,586 | $7.8M |
| 4J Wealth Management LLC | 4.40% | Add +144.8% | 126,414 | $7.5M |
| Lantz Financial LLC | 1.65% | Add +23.7% | 125,935 | $7.5M |
| Etesian Wealth Advisors, Inc. | 2.46% | Add +41.0% | 125,687 | $7.4M |
| Lifelong Wealth Advisors, Inc. | 2.14% | Add +7.1% | 121,447 | $7.2M |
| Central Pacific Bank - Trust Division | 0.89% | Add +1.2% | 119,731 | $7.1M |
| Gilbert Capital Group, Inc. | 5.46% | Add +4.1% | 119,315 | $7.1M |
| ArborFi Advisors, LLC | 5.60% | Add +4.3% | 116,247 | $6.9M |
| Prospera Financial Services Inc | 0.12% | Add +16.8% | 115,811 | $6.9M |
| Shira Ridge Wealth Management | 2.91% | Add +12.0% | 115,818 | $6.9M |
| Simplicity Wealth,LLC | 0.39% | Reduce -45.3% | 115,063 | $6.8M |
| Forte Asset Management LLC | 3.28% | Reduce -16.6% | 115,048 | $6.8M |
| First Heartland Consultants, Inc. | 0.55% | Add +24.3% | 114,808 | $6.8M |
| Creative Planning | 0.01% | Reduce -8.1% | 113,800 | $6.7M |
| 5T Wealth, LLC | 2.90% | Add +18.8% | 112,178 | $6.6M |
| Cornerstone Wealth Group, LLC | 0.44% | Add +6.6% | 109,918 | $6.5M |
| GW Henssler & Associates Ltd. | 0.32% | Add +8.8% | 109,546 | $6.5M |
| PFG Advisors | 0.26% | Add +4.6% | 108,967 | $6.5M |
| Sculati Wealth Management, LLC | 2.25% | Add +23.8% | 107,678 | $6.4M |
| Advus Financial Partners, LLC | 1.53% | Add +4.2% | 107,319 | $6.4M |
| ORG Partners LLC | 1.17% | Add +78.5% | 104,312 | $6.3M |
| Avidian Wealth Enterprises, LLC | 0.24% | Add +44.9% | 105,943 | $6.3M |
| Verus Capital Partners, LLC | 0.49% | Add +71.5% | 105,786 | $6.3M |
| Hoxton Planning & Management, LLC | 2.01% | Add +20.8% | 105,782 | $6.3M |
| Theory Financial LLC | 2.18% | Add +16.2% | 103,969 | $6.2M |
| Payne Capital LLC | 6.25% | — | 104,059 | $6.2M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.77% | New | 103,887 | $6.2M |
| EWG Elevate Inc. | 1.92% | Add +288.9% | 103,961 | $6.2M |
| Kickstand Ventures, Llc. | 1.32% | Reduce -0.8% | 101,296 | $6.0M |
| Retirement Wealth Solutions LLC | 3.90% | Add +30.4% | 100,187 | $5.9M |
| Cyndeo Wealth Partners, LLC | 0.33% | Add +2.5% | 98,947 | $5.9M |
| Davis Wealth Advisors, LLC | 5.20% | Add +29.6% | 97,798 | $5.8M |
| Visionary Wealth Advisors | 0.27% | Reduce -0.9% | 97,704 | $5.8M |
| Diversify Advisory Services, LLC | 0.19% | Add +116.0% | 94,073 | $5.7M |
| Argent Trust Co | 0.20% | Add +48.1% | 96,870 | $5.7M |
| Gateway Wealth Partners, LLC | 0.77% | Add +16.4% | 96,247 | $5.7M |
| Client 1ST Advisory Group, LLC | 1.87% | Add +11.6% | 95,229 | $5.6M |
| Heck Capital Advisors, LLC | 0.43% | Add +0.9% | 93,978 | $5.6M |
| Wealth Quarterback LLC | 2.15% | Add +5.6% | 93,730 | $5.5M |
| FFG Retirement Advisors LLC | 3.39% | Add +0.1% | 92,295 | $5.5M |
| Cornerstone Planning Group LLC | 0.86% | Add +7591.4% | 88,144 | $5.3M |
| Sheridan Capital Management, LLC | 2.78% | New | 88,773 | $5.3M |
| Barnes Wealth Management Group, Inc | 2.89% | Reduce -1.2% | 88,691 | $5.3M |
| Pinion Investment Advisors, LLC | 1.41% | Add +45.7% | 86,261 | $5.2M |
| Guerra Advisors Inc | 1.86% | New | 84,971 | $5.0M |
| Creative Financial Designs Inc. | 0.33% | Add +3.7% | 84,036 | $5.0M |
| Bellevue Asset Management, LLC | 2.27% | Reduce -11.2% | 83,149 | $4.9M |
| RCS Financial Planning, LLC | 2.10% | Add +31.1% | 80,285 | $4.8M |
| Millington Financial Advisors, LLC | 2.30% | Add +10.0% | 80,784 | $4.7M |
| Fullcircle Wealth LLC | 1.67% | Add +24.9% | 78,586 | $4.7M |
| Integrated Advisors Network LLC | 0.20% | Add +44.2% | 79,817 | $4.7M |
| Valmark Advisers, Inc. | 0.06% | Add +26.7% | 77,891 | $4.6M |
| Trinity Wealth Management, LLC | 1.72% | Add +2.0% | 77,464 | $4.6M |
| Redwood Investment Management, LLC | 0.48% | Add +12.0% | 75,229 | $4.5M |
| Copperleaf Capital, LLC | 2.08% | Reduce -14.3% | 73,220 | $4.3M |
| ERn Financial, LLC | 0.85% | Reduce -0.5% | 73,024 | $4.3M |
| LifePlan Investment Advisors, Inc. | 1.80% | Add +30.3% | 72,559 | $4.3M |
| A4 Wealth Advisors LLC | 3.61% | — | 72,424 | $4.3M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +19.3% | 72,190 | $4.3M |
| AQR Capital Management | 0.00% | Add +30.6% | 71,276 | $4.2M |
| Bush Investment Group, LLC | 2.47% | Add +7.2% | 70,370 | $4.2M |
| Spire Wealth Management | 0.14% | Add +10.6% | 68,949 | $4.1M |
| Baker Tilly Wealth Management, LLC | 0.92% | Add +33.0% | 68,611 | $4.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +431.0% | 68,395 | $4.0M |
| Benjamin Edwards Inc. | 0.05% | Add +24.3% | 68,375 | $4.0M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +17.2% | 67,858 | $4.0M |
| Blalock Williams, LLC | 3.47% | Add +22.5% | 66,987 | $4.0M |
| Wealthgarden F.S. LLC | 2.77% | Add +17.8% | 65,375 | $3.9M |
| BCU Wealth Advisors, LLC | 1.57% | Add +16.1% | 65,512 | $3.9M |
| Journey Strategic Wealth LLC | 0.11% | Reduce -37.9% | 64,215 | $3.8M |
| BlackDiamond Wealth Management, LLC | 2.04% | Reduce -3.8% | 63,177 | $3.7M |
| Nwam LLC | 0.20% | Add +25.4% | 62,499 | $3.7M |
| Commonwealth Retirement Investments LLC | 1.27% | Add +20.3% | 62,777 | $3.7M |
| Leigh Baldwin & Co., LLC | 2.08% | Add +16.6% | 62,539 | $3.7M |
| Concorde Asset Management, LLC | 1.53% | — | 61,977 | $3.7M |
| WealthPLAN Partners, LLC | 0.54% | Add +19.5% | 60,763 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +342.4% | 60,731 | $3.6M |
| Keystone Wealth Services, LLC | 0.78% | Add +4.7% | 60,369 | $3.6M |
| Pallas Capital Advisors LLC | 0.13% | Add +2.6% | 60,220 | $3.6M |
| Gotham Asset Management | 0.02% | Add +44.3% | 58,573 | $3.5M |
| Transcend Capital Advisors, LLC | 0.24% | Add +11.4% | 56,729 | $3.4M |
| Mach-1 Financial Group, LLC | 0.53% | New | 56,602 | $3.4M |
| Integrity Advisory Solutions, LLC | 0.53% | — | 56,602 | $3.4M |
| Richmond Investment Services, LLC | 0.62% | Add +23.2% | 56,119 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +15.8% | 55,988 | $3.3M |
| Interchange Capital Partners, LLC | 0.64% | Add +13.4% | 55,478 | $3.3M |
| JFS Wealth Advisors, LLC | 0.19% | Add +12.4% | 54,261 | $3.2M |
| HSBC Holdings PLC | 0.00% | Add +7.5% | 53,768 | $3.2M |
| Clear Creek Financial Management, LLC | 0.28% | Add +5.4% | 53,710 | $3.2M |
| Merkkuri Wealth Advisors LLC | 2.30% | Add +21.4% | 53,545 | $3.2M |
| Tyche Wealth Partners LLC | 0.56% | Add +100.5% | 53,542 | $3.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.75% | Add +161.8% | 52,892 | $3.1M |
| Frisch Financial Group, Inc. | 0.73% | New | 52,647 | $3.1M |
| Venturi Wealth Management, LLC | 0.14% | Add +12.9% | 52,577 | $3.1M |
| World Investment Advisors | 0.06% | Add +13.9% | 52,452 | $3.1M |
| Comerica Bank | 0.01% | Add +18.7% | 51,138 | $3.0M |
| Financial Advocates Investment Management | 1.70% | Reduce -2.4% | 50,979 | $3.0M |
| Mather Group, Llc. | 0.03% | Add +25.7% | 50,725 | $3.0M |
| Vantage Point Financial LLC | 1.16% | Add +29.3% | 50,452 | $3.0M |
| Optivise Advisory Services LLC | 1.77% | Add +92.4% | 50,298 | $3.0M |
| Sutton Place Investors LLC | 1.66% | Add +16.9% | 49,328 | $2.9M |
| Brookwood Investment Group LLC | 0.37% | Reduce -0.6% | 48,523 | $2.9M |
| Regimen Wealth, LLC | 0.85% | Add +0.5% | 48,388 | $2.9M |
| Arkadios Wealth Advisors | 0.07% | Add +24.1% | 48,367 | $2.9M |
| Beacon Financial Planning, Inc. | 1.48% | Add +10.6% | 48,337 | $2.9M |
| Betterment LLC | 0.01% | Reduce -0.6% | 47,903 | $2.8M |
| Castle Wealth Management LLC | 0.95% | Add +4.0% | 47,325 | $2.8M |
| Balance Wealth Partners LLC | 0.69% | Add +10.6% | 47,168 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -22.0% | 47,085 | $2.8M |
| Private Client Services, LLC | 0.93% | Add +11.1% | 46,747 | $2.8M |
| United Advisor Group, LLC | 0.37% | Add +8.5% | 46,622 | $2.8M |
| Renaissance Technologies | 0.00% | Reduce -56.5% | 46,600 | $2.8M |
| Signal Advisors Wealth, LLC | 0.25% | Add +25.5% | 46,124 | $2.7M |
| Smartleaf Asset Management LLC | 0.17% | Add +6.0% | 45,874 | $2.7M |
| WealthTrak Capital Management LLC | 2.21% | Add +47.2% | 45,294 | $2.7M |
| W Advisors, LLC | 1.41% | Add +18.7% | 45,200 | $2.7M |
| Wedbush Securities Inc. | 0.09% | Add +39.6% | 45,089 | $2.7M |
| Private Trust Co. NA | 0.23% | Add +67.8% | 44,502 | $2.6M |
| Sovereign Financial Group, Inc. | 0.49% | Add +21.6% | 44,334 | $2.6M |
| Sigma Planning Corp | 0.07% | Add +12.3% | 44,321 | $2.6M |
| Clearview Wealth Advisors LLC | 1.68% | Add +4.6% | 44,246 | $2.6M |
| OMNI 360 Wealth, Inc. | 1.46% | Add +3.1% | 44,038 | $2.6M |
| Caliber Wealth Management, LLC / KS | 0.29% | Add +51.3% | 43,870 | $2.6M |
| Sax Wealth Advisors, LLC | 0.14% | Add +41.6% | 43,757 | $2.6M |
| Yukon Wealth Management, Inc. | 0.83% | Reduce -2.2% | 42,786 | $2.5M |
| Aspire Private Capital, LLC | 0.55% | Add +10.3% | 41,978 | $2.5M |
| QRG Capital Management, Inc. | 0.03% | Add +797.9% | 41,824 | $2.5M |
| John W. Brooker & Co., CPAs | 4.87% | Reduce -1.4% | 40,481 | $2.4M |
| Per Stirling Capital Management, LLC. | 0.29% | Add +69.4% | 40,444 | $2.4M |
| Absolute Capital Management, LLC | 1.02% | Add +46.4% | 40,075 | $2.4M |
| Tempus Wealth Planning, LLC | 0.54% | Add +22.6% | 39,968 | $2.4M |
| Quotient Wealth Partners, LLC | 0.06% | Add +4.3% | 39,852 | $2.4M |
| Raleigh Capital Management Inc. | 0.89% | Add +23.2% | 39,600 | $2.3M |
| Bison Wealth, LLC | 0.22% | Reduce -6.5% | 39,214 | $2.3M |
| Lionsbridge Wealth Management LLC | 2.28% | Add +43.7% | 39,114 | $2.3M |
| Centaurus Financial, Inc. | 0.11% | Add +8.4% | 38,892 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +53.9% | 38,569 | $2.3M |
| Northwest Capital Management Inc | 2.37% | Reduce -29.0% | 38,028 | $2.3M |
| Maripau Wealth Management LLC | 1.09% | Add +14.7% | 36,423 | $2.2M |
| Semus Wealth Partners LLC | 1.22% | Add +38.6% | 36,383 | $2.2M |
| Onyx Bridge Wealth Group LLC | 0.23% | Add +627.3% | 35,601 | $2.1M |
| Capital Squared Financial LLC | 1.82% | Add +58.4% | 35,415 | $2.1M |
| Accelerate Investment Advisors LLC | 1.42% | Add +12.7% | 35,281 | $2.1M |
| Emergent Wealth Advisors, LLC | 1.20% | Add +0.2% | 34,986 | $2.1M |
| PUREfi Wealth, LLC | 1.59% | Add +8.0% | 34,888 | $2.1M |
| Two West Capital Advisors LLC | 1.24% | Add +14.8% | 34,158 | $2.0M |
| Goldstein Advisors, LLC | 0.24% | Add +20.3% | 33,290 | $2.0M |
| BigSur Wealth Management LLC | 0.47% | No change | 32,573 | $1.9M |
| World Equity Group, Inc. | 0.44% | Add +65.6% | 32,527 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +1.7% | 32,448 | $1.9M |
| Beacon Financial Advisory LLC | 0.44% | Add +11.3% | 32,400 | $1.9M |
| Coldstream Capital Management Inc. | 0.03% | Add +52.4% | 32,100 | $1.9M |
| Strategic Wealth Partners, Ltd. | 0.14% | New | 32,058 | $1.9M |
| Summit Wealth Partners, LLC | 0.34% | Add +5.0% | 31,752 | $1.9M |
| Atlatl Advisers LLC | 0.75% | Add +25.4% | 31,690 | $1.9M |
| RDA Financial Network | 0.46% | Add +19.1% | 31,262 | $1.9M |
| Alpha Financial Partners LLC | 1.20% | Add +106.4% | 31,132 | $1.8M |
| Arete Wealth Advisors, LLC | 0.11% | Add +9.4% | 30,843 | $1.8M |
| Hutchens & Kramer Investment Management Group, LLC | 0.71% | Add +3.4% | 30,358 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +1.3% | 30,350 | $1.8M |
| HRT Financial LP | 0.01% | New | 29,372 | $1.7M |
| Coppell Advisory Solutions LLC | 0.18% | New | 29,342 | $1.7M |
| Golden State Wealth Management, LLC | 0.19% | Add +3.8% | 29,156 | $1.7M |
| First Citizens Financial Corp | 0.84% | Add +7.8% | 28,829 | $1.7M |
| JT Stratford LLC | 0.23% | Add +44.0% | 28,791 | $1.7M |
| Resurgent Financial Advisors LLC | 0.84% | Add +26.2% | 28,649 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +51.3% | 27,867 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.56% | Reduce -2.3% | 27,756 | $1.6M |
| Catalina Capital Group, LLC | 1.00% | Add +22.0% | 27,404 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +36.3% | 27,401 | $1.6M |
| MKT Advisors LLC | 0.60% | Add +5.5% | 27,147 | $1.6M |
| Avantra Family Wealth, Inc. | 1.18% | New | 26,552 | $1.6M |
| Fairvoy Private Wealth, LLC | 0.36% | Add +0.5% | 26,380 | $1.6M |
| Latitude Advisors, LLC | 0.69% | Add +5.2% | 25,399 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 25,033 | $1.5M |
| Visionary Horizons, LLC | 0.81% | Add +33.3% | 24,359 | $1.4M |
| FWG Investments, LLC. | 0.98% | Add +39.0% | 24,217 | $1.4M |
| Wells Financial Advisors INC | 1.90% | No change | 24,035 | $1.4M |
| Retirement Planning Group, LLC | 0.05% | Add +0.2% | 23,894 | $1.4M |
| Sound Income Strategies, LLC | 0.08% | Add +21.9% | 23,504 | $1.4M |
| LGT Financial Advisors LLC | 2.97% | Add +9.8% | 23,258 | $1.4M |
| MSH Capital Advisors LLC | 0.36% | Reduce -2.9% | 22,959 | $1.4M |
| Lifeworks Advisors, LLC | 0.18% | Add +14.9% | 22,845 | $1.4M |
| Lantern Wealth Advisors, LLC | 0.71% | Add +26.0% | 22,775 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.57% | Add +20.2% | 22,649 | $1.3M |
| Hoese & Co LLP | 1.01% | Add +507.4% | 22,293 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +12.7% | 22,138 | $1.3M |
| Fulcrum Equity Management | 1.32% | Add +68.6% | 21,966 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +21.0% | 21,819 | $1.3M |
| Imprint Wealth LLC | 4.10% | — | 21,615 | $1.3M |
| Alterna Wealth Management, Inc. | 1.03% | Add +31.5% | 21,112 | $1.2M |
| MN Wealth Advisors, LLC | 0.66% | Add +15.4% | 20,946 | $1.2M |
| Advyzon Investment Management, LLC | 0.21% | Add +117.0% | 20,793 | $1.2M |
| Cooper Financial Group | 0.14% | Reduce -0.2% | 20,604 | $1.2M |
| Gilliland Jeter Wealth Management LLC | 0.37% | Add +29.8% | 20,412 | $1.2M |
| Dentgroup LLC | 0.77% | Reduce -1.0% | 20,162 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +2921.2% | 19,940 | $1.2M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +24.4% | 19,802 | $1.2M |
| Fsa Wealth Partners, Inc. | 0.45% | New | 19,796 | $1.2M |
| Arcadia Wealth Management, LLC | 0.45% | Add +57.9% | 19,355 | $1.1M |
| Activest Wealth Management | 0.23% | New | 19,310 | $1.1M |
| Houlihan Financial Resource Group, Ltd. | 1.00% | Reduce -54.1% | 19,185 | $1.1M |
| Horizon Wealth Management, LLC | 0.17% | Reduce -96.8% | 19,072 | $1.1M |
| VestGen Investment Management | 0.68% | Add +23.3% | 19,009 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +9.5% | 18,410 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +67.3% | 18,245 | $1.1M |
| Magnus Financial Group LLC | 0.08% | Add +20.2% | 17,980 | $1.1M |
| Fortis Capital Advisors, LLC | 0.17% | New | 17,728 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | New | 17,728 | $1.0M |
| Elevated Capital Advisors, LLC | 0.26% | Reduce -9.8% | 17,580 | $1.0M |
| LexAurum Advisors, LLC | 0.15% | Reduce -0.5% | 17,473 | $1.0M |
| Maridea Wealth Management LLC | 0.16% | Add +34.7% | 17,182 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +47.8% | 17,095 | $1.0M |
| Lloyd Advisory Services, LLC. | 0.46% | Add +7.6% | 16,612 | $983K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -84.3% | 15,625 | $925K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.3% | 15,608 | $924K |
| Transamerica Financial Advisors, LLC | 0.08% | New | 15,569 | $922K |
| Natixis Advisors, LLC | 0.00% | New | 15,480 | $916K |
| D.A. Davidson & Co. | 0.01% | Reduce -4.7% | 15,435 | $914K |
| Cape Investment Advisory, Inc. | 0.88% | Add +41.1% | 15,093 | $894K |
| LaSalle St. Investment Advisors, LLC | 0.16% | Reduce -0.1% | 14,944 | $884K |
| GatePass Capital, LLC | 0.51% | Add +9.2% | 14,576 | $863K |
| Americana Partners, LLC | 0.03% | Add +0.9% | 14,490 | $858K |
| Evolution Wealth Management Inc. | 0.88% | Reduce -11.3% | 14,421 | $854K |
| Legacy Edge Advisors, LLC | 0.10% | Add +18.8% | 13,769 | $815K |
| Rollins Financial Advisors, LLC | 0.12% | Add +36.0% | 13,539 | $801K |
| Roxbury Financial LLC | 0.74% | Add +88.4% | 13,521 | $800K |
| Empirical Asset Management, LLC | 0.21% | Add +1.7% | 12,906 | $764K |
| Everpar Advisors LLC | 0.30% | Add +5.4% | 12,902 | $764K |
| Cary Street Partners Investment Advisory LLC | 0.32% | Add +17.1% | 12,900 | $764K |
| Jane Street Group, LLC | 0.00% | Reduce -57.1% | 12,849 | $761K |
| BAM Wealth Management, LLC | 0.58% | — | 12,606 | $746K |
| Blue Capital, Inc. | 0.55% | New | 12,583 | $745K |
| Traveka Wealth, LLC | 0.33% | New | 12,293 | $728K |
| StoneX Group Inc. | 0.03% | Add +16.4% | 12,256 | $726K |
| Bank of Marin | 0.51% | Add +37.2% | 12,199 | $722K |
| Accurate Wealth Management, LLC | 0.10% | Add +177.6% | 12,243 | $719K |
| FLP Wealth Management, LLC | 1.99% | Reduce -15.5% | 11,944 | $707K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +59.6% | 11,875 | $703K |
| Goldstone Financial Group, LLC | 0.08% | Reduce -0.9% | 11,775 | $697K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -6.5% | 11,610 | $687K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +15.6% | 11,549 | $684K |
| SageView Advisory Group, LLC | 0.02% | Add +4.5% | 11,287 | $668K |
| Evernest Financial Advisors, LLC | 0.19% | New | 11,275 | $667K |
| Cowa, LLC | 0.23% | Reduce -57.2% | 11,196 | $663K |
| Pinnacle Family Advisors, LLC | 0.29% | Add +0.4% | 11,118 | $658K |
| Oregon Pacific Wealth Management, LLC | 0.57% | Add +31.2% | 11,081 | $656K |
| Marino, Stram & Associates LLC | 0.12% | Add +41.7% | 10,963 | $649K |
| PFG Investments, LLC | 0.03% | New | 10,958 | $649K |
| Talisman Wealth Advisors LLC | 0.52% | Add +20.2% | 10,605 | $628K |
| GWN Securities Inc. | 0.14% | Add +18.1% | 10,543 | $626K |
| Spinnaker Investment Group, LLC | 0.11% | New | 9,984 | $591K |
| WNY Asset Management, LLC | 0.06% | New | 9,915 | $587K |
| TFB Advisors LLC | 0.17% | Reduce -48.4% | 9,976 | $586K |
| Savvy Advisors, Inc. | 0.03% | Reduce -38.7% | 9,879 | $585K |
| Quartz Partners, LLC | 0.21% | Add +14.3% | 9,688 | $574K |
| Riverbend Wealth Management, LLC | 0.40% | Add +12.7% | 9,636 | $570K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -72.1% | 9,355 | $569K |
| PKS Advisory Services, LLC | 0.13% | Reduce -3.1% | 9,266 | $549K |
| Brown Advisory Inc. | 0.00% | Add +3.5% | 9,186 | $544K |
| International Assets Investment Management, LLC | 0.04% | No change | 9,918 | $539K |
| RFG - Bristol Wealth Advisors, LLC | 0.15% | Reduce -54.1% | 8,917 | $528K |
| Indie Asset Partners, LLC | 0.70% | Add +140.6% | 8,859 | $524K |
| Hilltop Holdings Inc. | 0.03% | Add +18.1% | 8,855 | $524K |
| WJ Wealth Management, LLC | 0.23% | Reduce -85.3% | 8,558 | $521K |
| Compound Planning, Inc. | 0.02% | Reduce -33.8% | 8,663 | $513K |
| Kestra Investment Management, LLC | 0.01% | Add +33.1% | 8,634 | $511K |
| Evergreen Capital Management LLC | 0.01% | New | 7,956 | $471K |
| Continuum Advisory, LLC | 0.05% | Add +30.4% | 7,877 | $466K |
| Lockerman Financial Group, Inc. | 0.58% | Add +27.5% | 7,816 | $463K |
| Summit Financial, LLC | 0.01% | New | 7,681 | $455K |
| PNC Financial Services Group, Inc. | 0.00% | Add +97.7% | 7,604 | $450K |
| Novus Advisors, LLC | 1.03% | Add +18.4% | 7,584 | $449K |
| New Republic Capital, LLC | 0.13% | Add +15.2% | 7,374 | $437K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 7,329 | $434K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.7% | 7,136 | $422K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -8.0% | 6,908 | $409K |
| Life Line Wealth Management LLC | 0.12% | Add +11.3% | 6,886 | $408K |
| Wellment Financial | 0.47% | Add +17.7% | 6,766 | $401K |
| E&G Advisors, LLC | 0.09% | New | 6,740 | $399K |
| Fiscal Wisdom Wealth Management, LLC | 0.37% | — | 6,622 | $391K |
| Veracity Capital LLC | 0.13% | Add +11.3% | 6,576 | $389K |
| Rossby Financial, LCC | 0.13% | Add +11.6% | 6,559 | $388K |
| Global Financial Private Client, LLC | 0.14% | Add +23.9% | 6,511 | $385K |
| Impact Partnership Wealth, LLC | 0.06% | New | 6,510 | $385K |
| Investment Research Partners LLC | 0.17% | — | 6,276 | $384K |
| First Trust Advisors LP | 0.00% | Reduce -13.7% | 6,410 | $379K |
| Midwest Heritage Bank, FSB | 0.13% | Reduce -0.8% | 6,312 | $374K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -3.2% | 6,127 | $363K |
| Ascentis Independent Advisors | 0.06% | New | 6,087 | $360K |
| Fortis Advisors, LLC | 0.21% | Add +11.8% | 6,079 | $360K |
| Freedom Investment Management, Inc. | 0.10% | Reduce -77.2% | 6,076 | $360K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 6,065 | $359K |
| Inspire Advisors, LLC | 0.03% | Add +10.9% | 6,030 | $357K |
| NFSG Corp | 0.05% | Reduce -2.9% | 5,928 | $351K |
| Kelly Financial Group LLC | 0.09% | Add +0.4% | 5,810 | $344K |
| Kovack Advisors, Inc. | 0.03% | Add +3.3% | 5,762 | $341K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +18.0% | 5,740 | $340K |
| Mainstream Capital Management LLC | 0.22% | Add +0.1% | 5,668 | $336K |
| Quantinno Capital Management LP | 0.00% | New | 5,626 | $333K |
| Prosperity Consulting Group, LLC | 0.02% | New | 5,573 | $330K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.6% | 5,525 | $327K |
| Catalyst Financial Partners LLC | 0.04% | Add +21.2% | 5,475 | $324K |
| Prosperity Planning, Inc. | 0.12% | Add +19.8% | 5,325 | $315K |
| FSC Wealth Advisors, LLC | 0.18% | Add +9.3% | 5,321 | $315K |
| Acorn Wealth Advisors, LLC | 0.10% | New | 5,289 | $313K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 5,139 | $304K |
| KPP Advisory Services LLC | 0.05% | Add +15.1% | 5,134 | $304K |
| Western Financial Corp | 0.13% | Reduce -12.7% | 5,108 | $302K |
| Heritage Family Offices, LLP | 0.14% | Add +10.0% | 5,022 | $297K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Add +17.5% | 4,949 | $293K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 4,870 | $288K |
| Mascagni Wealth Management, Inc. | 0.22% | New | 4,775 | $283K |
| Zions Bancorporation, National Association | 0.01% | No change | 4,709 | $279K |
| Twin Focus Capital Partners, LLC | 0.04% | Reduce -7.2% | 4,666 | $276K |
| XTX Topco Ltd | 0.01% | New | 4,507 | $267K |
| Apollon Financial, LLC | 0.04% | New | 4,500 | $266K |
| Professional Financial Advisors, LLC | 0.06% | Add +2.7% | 4,495 | $266K |
| Balefire, LLC | 0.05% | Add +10.2% | 4,437 | $263K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Reduce -39.8% | 4,416 | $261K |
| TrueWealth Advisors, LLC | 0.07% | Add +10.8% | 4,368 | $259K |
| Trail Ridge Investment Advisors, LLC | 0.11% | New | 4,305 | $255K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -40.2% | 4,195 | $248K |
| JPL Wealth Management, LLC | 0.06% | New | 4,144 | $245K |
| City Center Advisors, LLC | 0.24% | New | 4,125 | $244K |
| Stanich Group LLC | 0.14% | New | 3,988 | $236K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -9.3% | 3,923 | $232K |
| Rehmann Capital Advisory Group | 0.01% | New | 3,907 | $231K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +1.6% | 3,869 | $229K |
| Coordinated Financial Services, Inc. | 0.15% | New | 3,855 | $228K |
| Stewardship Advisors, LLC | 0.05% | New | 3,848 | $228K |
| Evoke Wealth, LLC | 0.00% | New | 3,775 | $223K |
| Marks Group Wealth Management, Inc | 0.02% | No change | 3,725 | $221K |
| Brand Asset Management Group, Inc. | 0.06% | New | 3,667 | $217K |
| Allworth Financial LP | 0.00% | Reduce -1.2% | 3,638 | $215K |
| Flagstar Securities, Inc. | 0.07% | Reduce -41.1% | 3,590 | $213K |
| Vident Advisory, LLC | 0.00% | New | 3,492 | $207K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -60.9% | 3,417 | $202K |
| REAP Financial Group, LLC | 0.04% | Add +2.1% | 3,265 | $193K |
| Crewe Advisors LLC | 0.02% | No change | 3,030 | $179K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Add +32.0% | 2,803 | $166K |
| Harbor Investment Advisory, LLC | 0.01% | Add +28.7% | 2,692 | $159K |
| Team Financial Group, LLC | 0.07% | Add +11.2% | 2,671 | $158K |
| Signaturefd, LLC | 0.00% | Add +7025.0% | 2,565 | $152K |
| Clark Wealth Partners | 0.09% | Add +74.6% | 2,444 | $149K |
| Arlington Trust Co LLC | 0.03% | No change | 2,437 | $144K |
| Kentucky Trust Co | 0.07% | Add +97.6% | 2,065 | $122K |
| Lanark Financial, Inc. | 0.01% | Add +15.6% | 2,055 | $122K |
| Collier Financial | 0.08% | — | 1,831 | $108K |
| Founders Financial Alliance, LLC | 0.02% | New | 1,817 | $108K |
| Family Legacy Financial Solutions, LLC | 0.08% | New | 1,786 | $106K |
| Fifth Third Bancorp | 0.00% | Reduce -58.3% | 1,683 | $100K |
| Ameriflex Group, Inc. | 0.03% | Reduce -94.8% | 1,402 | $83K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.4% | 1,336 | $79K |
| Tidemark, LLC | 0.02% | Add +0.1% | 1,297 | $77K |
| United Financial Planning Group LLC | 0.04% | — | 1,203 | $71K |
| Harbor Asset Planning, Inc. | 0.06% | Add +0.3% | 1,113 | $66K |
| Tompkins Financial Corp. | 0.01% | No change | 1,105 | $65K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 939 | $56K |
| MCF Advisors LLC | 0.00% | New | 909 | $54K |
| Abound Wealth Management | 0.01% | Add +150.4% | 879 | $52K |
| Bessemer Group Inc. | 0.00% | Add +97.8% | 880 | $52K |
| Russell Investments Group, Ltd. | 0.00% | Add +1685.4% | 857 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 842 | $50K |
| Tripletail Wealth Management, LLC | 0.06% | New | 795 | $47K |
| Bogart Wealth, LLC | 0.00% | No change | 784 | $46K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -27.8% | 752 | $45K |
| Abich Financial Wealth Management LLC | 0.02% | — | 747 | $44K |
| JNBA Financial Advisors | 0.00% | Add +19.2% | 745 | $44K |
| Larson Financial Group LLC | 0.00% | Add +4.1% | 744 | $44K |
| Root Financial Partners, LLC | 0.00% | New | 732 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | Add +179.9% | 711 | $42K |
| Wealthspire Advisors, LLC | 0.00% | New | 684 | $40K |
| CENTRAL TRUST Co | 0.00% | Add +307.4% | 660 | $39K |
| Smithfield Trust Co | 0.00% | No change | 477 | $29K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 427 | $25K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 421 | $25K |
| Park Place Capital Corp | 0.01% | Add +37.5% | 418 | $25K |
| Citigroup Inc. | 0.00% | Add +1880.0% | 396 | $23K |
| Chesapeake Asset Management LLC | 0.02% | No change | 386 | $23K |
| Investors Research Corp | 0.00% | New | 338 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | New | 328 | $19K |
| Basso Capital Management, L.P. | 0.01% | No change | 292 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 292 | $17K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +513.3% | 276 | $16K |
| NBT Bank, N.A. | 0.00% | Reduce -75.9% | 59 | $15K |
| Global Trust Asset Management, LLC | 0.01% | New | 207 | $12K |
| Wealth Watch Advisors, INC | 0.00% | New | 200 | $12K |
| National Bank of Canada | 0.00% | Add +543.3% | 193 | $11K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 172 | $10K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 152 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 148 | $9K |
| Chapman Financial Group, LLC | 0.01% | New | 146 | $9K |
| American National Bank & Trust | 0.00% | No change | 140 | $8K |
| Webster Bank, N. A. | 0.00% | New | 130 | $8K |
| Johnson Financial Group, Inc. | 0.00% | Add +58.9% | 116 | $7K |
| Archer Investment Corp | 0.00% | No change | 102 | $6K |
| North Capital, Inc. | 0.00% | Add +1.0% | 99 | $6K |
| United Community Bank | 0.00% | New | 98 | $6K |
| St Germain D J Co. Inc. | 0.00% | No change | 98 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | New | 91 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 82 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.3% | 80 | $5K |
| Eastern Bank | 0.00% | Reduce -30.1% | 79 | $5K |
| Alerus Financial NA | 0.00% | No change | 75 | $4K |
| Operose Advisors LLC | 0.00% | New | 72 | $4K |
| Chelsea Counsel Co. | 0.00% | New | 63 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 59 | $3K |
| First Horizon Corp. | 0.00% | — | 50 | $3K |
| Truvestments Capital LLC | 0.00% | Reduce -2.0% | 49 | $3K |
| Alpine Bank Wealth Management | 0.00% | New | 44 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 40 | $2K |
| CVA Family Office, LLC | 0.00% | New | 22 | $1K |
| Avion Wealth | 0.00% | New | 9 | $0 |
"% 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.