Ishares AAA CLO ACT ETF-Usdi (CLOA)

CUSIP: 092528504 | NYSE | 363 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/ABlackRock Portfolio Management LLC	10,067,630	18.7%	+7,726,212	Oct 31, 2026	No 13F filer matched

13G/ABlackRock Portfolio Management LLC10,067,630

Institutional Holders — Q3 2026

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Inspirion Wealth Advisors, LLC712,776

4.2% of portfolio$37.0M

CenturyLink Investment Management Co511,600

21.1% of portfolio$26.5M

Ferguson Shapiro LLC311,234

4.7% of portfolio$16.1M

BAR Harbor Wealth Management252,973

0.7% of portfolio$13.1M

Assetmark, Inc233,289

0.0% of portfolio$12.1M

Commonwealth Equity Services, LLC224,541

0.0% of portfolio$11.6M

Prime Capital Investment Advisors, LLC216,182

0.1% of portfolio$11.2M

Capital Investment Advisory Services, LLC207,135

0.7% of portfolio$10.7M

Cannon Capital Management, Inc.203,448

7.4% of portfolio$10.6M

E6 Portfolios, LLC190,162

7.5% of portfolio$9.9M

Client First Capital LLC180,403

3.7% of portfolio$9.4M

Courier Capital LLC159,518

0.4% of portfolio$8.3M

Elevation Point Wealth Partners, LLC153,502

0.1% of portfolio$8.0M

Pension & Wealth Management Advisors, Inc.147,881

1.7% of portfolio$7.7M

Bulwark Capital Corp132,666

3.6% of portfolio$6.9M

August Group Capital Ltd107,237

5.7% of portfolio$5.6M

Prospera Financial Services Inc101,590

0.1% of portfolio$5.3M

ATX Financial Planning, LLC95,518

3.2% of portfolio$5.0M

Diversify Wealth Management, LLC92,608

0.1% of portfolio$4.8M

Diversify Advisory Services, LLC92,608

0.1% of portfolio$4.8M

Brookstone Capital Management86,752

0.0% of portfolio$4.5M

Childress Capital Advisors, LLC83,900

0.7% of portfolio$4.4M

Park Avenue Securities LLC82,526

0.1% of portfolio$4.3M

Rockport Wealth LLC73,319

0.7% of portfolio$3.8M

JB Capital LLC72,401

0.1% of portfolio$3.8M

Triad Wealth Partners, LLC69,122

0.2% of portfolio$3.6M

Base Wealth Management LLC63,600

1.5% of portfolio$3.3M

Lido Advisors, LLC59,731

0.0% of portfolio$3.1M

Sovran Advisors, LLC56,779

0.2% of portfolio$2.9M

HUB Investment Partners, LLC56,437

0.1% of portfolio$2.9M

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors55,390

0.1% of portfolio$2.9M

Truist Financial Corp51,692

0.0% of portfolio$2.7M

IFP Advisors, Inc48,451

0.0% of portfolio$2.5M

Basso Capital Management, L.P.48,270

0.5% of portfolio$2.5M

Cambridge Investment Research Advisors, Inc.48,115

0.0% of portfolio$2.5M

Chicago Partners Investment Group LLC43,063

0.0% of portfolio$2.2M

Kurv Investment Management LLC39,710

1.0% of portfolio$2.1M

Elwood & Goetz Wealth Advisory Group, LLC39,053

0.3% of portfolio$2.0M

Sigma Planning Corp37,555

0.1% of portfolio$1.9M

Perigon Wealth Management, LLC34,973

0.0% of portfolio$1.8M

Ehrlich Financial Group33,778

0.9% of portfolio$1.8M

Cox Capital Mgt LLC33,612

1.0% of portfolio$1.7M

Silverlake Wealth Management LLC32,910

0.3% of portfolio$1.7M

Mainsail Asset Management, LLC31,347

0.7% of portfolio$1.6M

Centennial Wealth Advisory LLC29,704

0.3% of portfolio$1.5M

Castle Rock Wealth Management, LLC27,148

0.3% of portfolio$1.4M

Citizens Financial Group Inc24,698

0.0% of portfolio$1.3M

Graham Capital Wealth Management, LLC24,691

1.0% of portfolio$1.3M

Vise Technologies, Inc.23,904

0.0% of portfolio$1.2M

Breakwater Capital Group23,756

0.1% of portfolio$1.2M

Wealth Enhancement Advisory Services, LLC23,025

0.0% of portfolio$1.2M

Parsons Capital Management Inc22,657

0.1% of portfolio$1.2M

Wespac Advisors, LLC22,435

0.6% of portfolio$1.2M

Triumph Capital Management21,736

0.2% of portfolio$1.1M

Focused Alpha, LLC21,731

0.3% of portfolio$1.1M

Embree Financial Group21,683

0.1% of portfolio$1.1M

Optivise Advisory Services LLC21,051

0.5% of portfolio$1.1M

Weaver Consulting Group20,100

0.2% of portfolio$1.0M

WT Wealth Management19,625

0.3% of portfolio$1.0M

Balentine LLC18,781

0.0% of portfolio$974.4K

True North Advisors, LLC18,712

0.1% of portfolio$970.8K

Old Mission Investment Co LLC18,710

0.2% of portfolio$970.7K

Farther Finance Advisors, LLC18,406

0.0% of portfolio$954.9K

LFG Wealth Partners, LLC18,230

0.4% of portfolio$945.8K

Simplicity Wealth,LLC16,160

0.0% of portfolio$838.4K

RFG Advisory, LLC14,292

0.0% of portfolio$741.5K

OpenArc Corporate Advisory, LLC14,095

0.0% of portfolio$731.3K

Oppenheimer & Co Inc13,468

0.0% of portfolio$698.7K

Guidance Point Advisors, LLC13,278

0.1% of portfolio$689.3K

Eagle Global Advisors LLC12,530

0.0% of portfolio$650.1K

Two West Capital Advisors LLC11,362

0.3% of portfolio$590.2K

Avantra Family Wealth, Inc.11,248

0.3% of portfolio$583.6K

Total Clarity Wealth Management, Inc.10,877

0.1% of portfolio$564.3K

Wealthcare Advisory Partners LLC10,107

0.0% of portfolio$524.4K

New England Private Wealth Advisors LLC10,000

0.0% of portfolio$518.8K

Union Bancaire Privee, UBP SA9,615

0.0% of portfolio$499.5K

Ballast Rock Private Wealth LLC9,573

0.2% of portfolio$496.7K

Paragon Advisors, LLC7,711

0.1% of portfolio$400.1K

SigFig Wealth Management, LLC7,457

0.0% of portfolio$386.9K

Reicon Wealth Advisors, LLC7,112

0.2% of portfolio$369.0K

StoneX Group Inc.6,555

0.0% of portfolio$340.4K

BIP Wealth, LLC6,488

0.0% of portfolio$336.6K

Sagespring Wealth Partners, LLC6,259

0.0% of portfolio$324.7K

Liberty Atlantic Advisors LLC5,845

0.2% of portfolio$303.2K

Skyline Advisors, Inc.5,699

0.1% of portfolio$295.7K

Lockerman Financial Group, Inc.5,305

0.4% of portfolio$275.2K

Horst & Graben Wealth Management LLC5,202

0.0% of portfolio$269.9K

Visionary Horizons, LLC5,157

0.1% of portfolio$267.6K

Asset One Wealth Management LLC4,778

0.0% of portfolio$247.9K

Tempo Wealth, LLC4,767

0.0% of portfolio$247.3K

Schear Investment Advisers, LLC4,767

0.0% of portfolio$247.3K

GC Wealth Management RIA, LLC4,672

0.0% of portfolio$242.4K

Elm3 Financial Group, LLC4,649

0.2% of portfolio$241.2K

Bison Wealth, LLC4,490

0.0% of portfolio$232.6K

Creative Financial Designs Inc3,980

0.0% of portfolio$206.5K

Concurrent Investment Advisors, LLC3,951

0.0% of portfolio$205.0K

Town Capital LLC3,914

0.1% of portfolio$203.1K

Kelleher Financial Advisors2,943

0.0% of portfolio$152.7K

Balance Wealth Partners LLC2,927

0.0% of portfolio$151.9K

Markowski Investments2,350

0.0% of portfolio$121.9K

EverSource Wealth Advisors, LLC2,259

0.0% of portfolio$117.2K

Spire Wealth Management2,000

0.0% of portfolio$103.8K

Private Trust Co NA1,809

0.0% of portfolio$93.9K

Richardson Capital Management LLC1,544

0.0% of portfolio$80.1K

Trust Co of Vermont1,311

0.0% of portfolio$68.0K

Heritage Family Offices, LLP1,118

0.0% of portfolio$58.0K

Evolution Wealth Management Inc.856

0.0% of portfolio$44.4K

Lanark Financial, Inc.733

0.0% of portfolio$38.0K

Mather Group, Llc.562

0.0% of portfolio$29.2K

Nvwm, LLC399

0.0% of portfolio$20.7K

West Branch Capital LLC398

0.0% of portfolio$20.7K

Ascentis Independent Advisors290

0.0% of portfolio$15.0K

Golden State Wealth Management, LLC286

0.0% of portfolio$14.9K

Signature Equity Partners, LLC263

0.0% of portfolio$13.6K

Compass Financial Management LLC211

0.0% of portfolio$10.9K

Signaturefd, LLC185

0.0% of portfolio$9.6K

Ashton Thomas Private Wealth, LLC118

0.0% of portfolio$6.1K

Networth Advisors, LLC84

0.0% of portfolio$4.4K

Elevated Capital Advisors, LLC49

0.0% of portfolio$2.5K

United Financial Planning Group LLC17

0.0% of portfolio$882

Key Capital Management, Inc13

0.0% of portfolio$674

				Style	Turnover	Location	Filed
Inspirion Wealth Advisors, LLC	712,776	$37.0M	4.2%	ETF	Medium	Libertyville, IL	2026-10-09
CenturyLink Investment Management Co	511,600	$26.5M	21.1%	ETF	N/A	Denver, CO	2026-10-16
Ferguson Shapiro LLC	311,234	$16.1M	4.7%	ETF	High	Decatur, GA	2026-10-16
BAR Harbor Wealth Management	252,973	$13.1M	0.7%	Core	Low	Concord, NH	2026-10-21
Assetmark, Inc	233,289	$12.1M	0.0%	ETF	Low	Concord, CA	2026-10-21
Commonwealth Equity Services, LLC	224,541	$11.6M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Prime Capital Investment Advisors, LLC	216,182	$11.2M	0.1%	ETF	Low	Overland Park, KS	2026-10-20
Capital Investment Advisory Services, LLC	207,135	$10.7M	0.7%	Core	Medium	Raleigh, NC	2026-10-30
Cannon Capital Management, Inc.	203,448	$10.6M	7.4%	ETF	Low	Salt Lake City, UT	2026-11-03
E6 Portfolios, LLC	190,162	$9.9M	7.5%	ETF	Low	Midvale, UT	2026-10-26
Client First Capital LLC	180,403	$9.4M	3.7%	ETF	Medium	San Diego, CA	2026-10-22
Courier Capital LLC	159,518	$8.3M	0.4%	ETF	Low	Buffalo, NY	2026-10-19
Elevation Point Wealth Partners, LLC	153,502	$8.0M	0.1%	Core	High	Denver, CO	2026-11-05
Pension & Wealth Management Advisors, Inc.	147,881	$7.7M	1.7%	ETF	Low	Waltham, MA	2026-10-16
Bulwark Capital Corp	132,666	$6.9M	3.6%	ETF	Medium	Fernandina Beach, FL	2026-10-13
August Group Capital Ltd	107,237	$5.6M	5.7%	Growth	Medium	Toronto, Australia	2026-10-14
Prospera Financial Services Inc	101,590	$5.3M	0.1%	Core	Medium	Dallas, TX	2026-11-04
ATX Financial Planning, LLC	95,518	$5.0M	3.2%	ETF	High	Austin, TX	2026-10-14
Diversify Wealth Management, LLC	92,608	$4.8M	0.1%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	92,608	$4.8M	0.1%	Growth	Low	Sandy, UT	2026-10-20
Brookstone Capital Management	86,752	$4.5M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Childress Capital Advisors, LLC	83,900	$4.4M	0.7%	GARP	Medium	Houston, TX	2026-10-28
Park Avenue Securities LLC	82,526	$4.3M	0.1%	ETF	Medium	New York, NY	2026-10-26
Rockport Wealth LLC	73,319	$3.8M	0.7%	ETF	Medium	Fairview Park, OH	2026-11-03
JB Capital LLC	72,401	$3.8M	0.1%	ETF	Medium	Wethersfield, CT	2026-10-19
Triad Wealth Partners, LLC	69,122	$3.6M	0.2%	ETF	Medium	Lawrence, KS	2026-10-26
Base Wealth Management LLC	63,600	$3.3M	1.5%	ETF	Medium	Lakewood Ranch, FL	2026-10-21
Lido Advisors, LLC	59,731	$3.1M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Sovran Advisors, LLC	56,779	$2.9M	0.2%	ETF	Medium	San Diego, CA	2026-11-02
HUB Investment Partners, LLC	56,437	$2.9M	0.1%	Growth	Low	Austin, TX	2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	55,390	$2.9M	0.1%	ETF	Medium	Westlake, OH	2026-10-14
Truist Financial Corp	51,692	$2.7M	0.0%	Core	Low	Charlotte, NC	2026-10-30
IFP Advisors, Inc	48,451	$2.5M	0.0%	Growth	Low	Tampa, FL	2026-10-16
Basso Capital Management, L.P.	48,270	$2.5M	0.5%	ETF	Medium	Stamford, CT	2026-10-30
Cambridge Investment Research Advisors, Inc.	48,115	$2.5M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Chicago Partners Investment Group LLC	43,063	$2.2M	0.0%	GARP	Low	Chicago, IL	2026-10-27
Kurv Investment Management LLC	39,710	$2.1M	1.0%	Momentum	Medium	San Francisco, CA	2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC	39,053	$2.0M	0.3%	ETF	Low	Athens, GA	2026-10-28
Sigma Planning Corp	37,555	$1.9M	0.1%	Growth	Medium	Ann Arbor, MI	2026-10-23
Perigon Wealth Management, LLC	34,973	$1.8M	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Ehrlich Financial Group	33,778	$1.8M	0.9%	ETF	High	Laguna Niguel, CA	2026-10-20
Cox Capital Mgt LLC	33,612	$1.7M	1.0%	Growth	Medium	Andover, MA	2026-10-07
Silverlake Wealth Management LLC	32,910	$1.7M	0.3%	ETF	Low	Williston, VT	2026-10-21
Mainsail Asset Management, LLC	31,347	$1.6M	0.7%	ETF	Medium	Birmingham, AL	2026-10-14
Centennial Wealth Advisory LLC	29,704	$1.5M	0.3%	ETF	Low	Traverse City, MI	2026-10-16
Castle Rock Wealth Management, LLC	27,148	$1.4M	0.3%	Growth	Medium	Walnut Creek, CA	2026-10-09
Citizens Financial Group Inc	24,698	$1.3M	0.0%	Growth	Low	Providence, RI	2026-10-23
Graham Capital Wealth Management, LLC	24,691	$1.3M	1.0%	Yield	High	Washington, DC	2026-10-26
Vise Technologies, Inc.	23,904	$1.2M	0.0%	Index	Low	New York, NY	2026-10-29
Breakwater Capital Group	23,756	$1.2M	0.1%	ETF	Low	Paramus, NJ	2026-10-09
Wealth Enhancement Advisory Services, LLC	23,025	$1.2M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Parsons Capital Management Inc	22,657	$1.2M	0.1%	Core	Low	Providence, RI	2026-10-28
Wespac Advisors, LLC	22,435	$1.2M	0.6%	ETF	High	Orinda, CA	2026-10-26
Triumph Capital Management	21,736	$1.1M	0.2%	ETF	Medium	Denver, CO	2026-10-14
Focused Alpha, LLC	21,731	$1.1M	0.3%	Core	Medium	Denver, CO	2026-10-20
Embree Financial Group	21,683	$1.1M	0.1%	ETF	Low	Chicago, IL	2026-10-22
Optivise Advisory Services LLC	21,051	$1.1M	0.5%	ETF	Medium	Franklin, TN	2026-10-19
Weaver Consulting Group	20,100	$1.0M	0.2%	ETF	Low	Huntington Beach, CA	2026-10-07
WT Wealth Management	19,625	$1.0M	0.3%	ETF	Medium	Scottsdale, AZ	2026-10-13
Balentine LLC	18,781	$974.4K	0.0%	ETF	Low	Atlanta, GA	2026-11-03
True North Advisors, LLC	18,712	$970.8K	0.1%	Core	Medium	Dallas, TX	2026-10-22
Old Mission Investment Co LLC	18,710	$970.7K	0.2%	ETF	Low	Traverse City, MI	2026-10-22
Farther Finance Advisors, LLC	18,406	$954.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
LFG Wealth Partners, LLC	18,230	$945.8K	0.4%	Core	Medium	Elizabethtown, KY	2026-10-28
Simplicity Wealth,LLC	16,160	$838.4K	0.0%	ETF	Low	Summit, NJ	2026-10-23
RFG Advisory, LLC	14,292	$741.5K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
OpenArc Corporate Advisory, LLC	14,095	$731.3K	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Oppenheimer & Co Inc	13,468	$698.7K	0.0%	Core	Low	New York, NY	2026-10-26
Guidance Point Advisors, LLC	13,278	$689.3K	0.1%	ETF	Very Low	Wellesley, MA	2026-10-15
Eagle Global Advisors LLC	12,530	$650.1K	0.0%	Core	Low	Houston, TX	2026-11-02
Two West Capital Advisors LLC	11,362	$590.2K	0.3%	ETF	Low	Overland Park, KS	2026-10-15
Avantra Family Wealth, Inc.	11,248	$583.6K	0.3%	Core	Medium	Mechanicsburg, PA	2026-10-20
Total Clarity Wealth Management, Inc.	10,877	$564.3K	0.1%	ETF	Medium	St. Charles, IL	2026-10-26
Wealthcare Advisory Partners LLC	10,107	$524.4K	0.0%	ETF	Low	West Chester, PA	2026-10-21
New England Private Wealth Advisors LLC	10,000	$518.8K	0.0%	ETF	Very Low	Wellesley, MA	2026-10-19
Union Bancaire Privee, UBP SA	9,615	$499.5K	0.0%	Growth	Medium	Geneva 1, Switzerland	2026-11-04
Ballast Rock Private Wealth LLC	9,573	$496.7K	0.2%	ETF	Medium	Charleston, SC	2026-10-26
Paragon Advisors, LLC	7,711	$400.1K	0.1%	ETF	High	College Station, TX	2026-11-03
SigFig Wealth Management, LLC	7,457	$386.9K	0.0%	ETF	Low	San Francisco, CA	2026-10-07
Reicon Wealth Advisors, LLC	7,112	$369.0K	0.2%	ETF	Low	Atlanta, GA	2026-11-04
StoneX Group Inc.	6,555	$340.4K	0.0%	ETF	Medium	New York, NY	2026-11-03
BIP Wealth, LLC	6,488	$336.6K	0.0%	ETF	Medium	Atlanta, GA	2026-10-22
Sagespring Wealth Partners, LLC	6,259	$324.7K	0.0%	ETF	Low	Franklin, TN	2026-10-22
Liberty Atlantic Advisors LLC	5,845	$303.2K	0.2%	ETF	Low	Olympia, WA	2026-10-14
Skyline Advisors, Inc.	5,699	$295.7K	0.1%	ETF	Medium	Bellingham, WA	2026-11-03
Lockerman Financial Group, Inc.	5,305	$275.2K	0.4%	ETF	Medium	Newport Beach, CA	2026-10-19
Horst & Graben Wealth Management LLC	5,202	$269.9K	0.0%	ETF	Medium	Portland, OR	2026-11-02
Visionary Horizons, LLC	5,157	$267.6K	0.1%	ETF	Low	Knoxville, TN	2026-10-22
Asset One Wealth Management LLC	4,778	$247.9K	0.0%	Growth	Low	Bellevue, WA	2026-11-02
Tempo Wealth, LLC	4,767	$247.3K	0.0%	Agg Growth	Low	Independence, OH	2026-10-14
Schear Investment Advisers, LLC	4,767	$247.3K	0.0%	Agg Growth	Medium	Cincinnati, OH	2026-10-14
GC Wealth Management RIA, LLC	4,672	$242.4K	0.0%	Growth	Medium	Cambridge, MA	2026-11-02
Elm3 Financial Group, LLC	4,649	$241.2K	0.2%	Growth	Medium	Alpharetta, GA	2026-10-07
Bison Wealth, LLC	4,490	$232.6K	0.0%	Growth	Medium	Atlanta, GA	2026-10-13
Creative Financial Designs Inc	3,980	$206.5K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Concurrent Investment Advisors, LLC	3,951	$205.0K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Town Capital LLC	3,914	$203.1K	0.1%	ETF	High	Bel Air, MD	2026-11-03
Kelleher Financial Advisors	2,943	$152.7K	0.0%	Core	Medium	New York, NY	2026-10-30
Balance Wealth Partners LLC	2,927	$151.9K	0.0%	ETF	Medium	Worthington, OH	2026-10-27
Markowski Investments	2,350	$121.9K	0.0%	ETF	N/A	Tampa, FL	2026-10-30
EverSource Wealth Advisors, LLC	2,259	$117.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Spire Wealth Management	2,000	$103.8K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Private Trust Co NA	1,809	$93.9K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Richardson Capital Management LLC	1,544	$80.1K	0.0%	ETF	Low	Menomonee Falls, WI	2026-10-23
Trust Co of Vermont	1,311	$68.0K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Heritage Family Offices, LLP	1,118	$58.0K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Evolution Wealth Management Inc.	856	$44.4K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Lanark Financial, Inc.	733	$38.0K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Mather Group, Llc.	562	$29.2K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Nvwm, LLC	399	$20.7K	0.0%	Growth	Medium	Yardley, PA	2026-10-14
West Branch Capital LLC	398	$20.7K	0.0%	Growth	Very Low	Amherst, MA	2026-10-20
Ascentis Independent Advisors	290	$15.0K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Golden State Wealth Management, LLC	286	$14.9K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Signature Equity Partners, LLC	263	$13.6K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Compass Financial Management LLC	211	$10.9K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Signaturefd, LLC	185	$9.6K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Ashton Thomas Private Wealth, LLC	118	$6.1K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Networth Advisors, LLC	84	$4.4K	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Elevated Capital Advisors, LLC	49	$2.5K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
United Financial Planning Group LLC	17	$882	0.0%	ETF	High	Hauppauge, NY	2026-11-04
Key Capital Management, Inc	13	$674	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03