Ishares Global GB USD HA ETF (GGOV)

CUSIP: 092528835 | NYSE | 306 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	883,720	1.6%	Newly reported	Jun 30, 2026	No 13F filer matched

13G/ABlackRock Portfolio Management LLC883,720

Institutional Holders — Q3 2026

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Park Avenue Securities LLC1,962,701

1.6% of portfolio$98.3M

JB Capital LLC580,740

1.0% of portfolio$29.1M

Commonwealth Equity Services, LLC475,529

0.0% of portfolio$23.8M

Truist Financial Corp399,805

0.0% of portfolio$20.0M

Vise Technologies, Inc.362,300

0.2% of portfolio$18.2M

Sharkey, Howes & Javer346,195

2.1% of portfolio$17.3M

Cambridge Investment Research Advisors, Inc.288,825

0.1% of portfolio$14.5M

Horst & Graben Wealth Management LLC277,305

1.8% of portfolio$13.9M

Kelly Financial Services LLC254,328

2.8% of portfolio$12.7M

MLG Wealth Management DBA Pine Grove Financial Group232,303

1.1% of portfolio$11.6M

Atria Investments, Inc220,876

0.1% of portfolio$11.1M

Stone House Investment Management, LLC215,966

1.4% of portfolio$10.8M

Wealth Enhancement Advisory Services, LLC175,478

0.0% of portfolio$8.7M

SteelPeak Wealth, LLC171,861

0.2% of portfolio$8.6M

Integrity Alliance, Llc.168,611

0.3% of portfolio$8.4M

Trek Financial, LLC158,144

0.4% of portfolio$7.9M

Diversify Wealth Management, LLC146,526

0.1% of portfolio$7.3M

Diversify Advisory Services, LLC146,526

0.1% of portfolio$7.3M

Detalus Advisors, LLC124,298

1.2% of portfolio$6.2M

Milestone Asset Management, LLC123,518

1.0% of portfolio$6.2M

Citigroup Inc123,238

0.0% of portfolio$6.2M

Brookstone Capital Management108,602

0.1% of portfolio$5.4M

Concurrent Investment Advisors, LLC101,191

0.0% of portfolio$5.1M

Simplicity Wealth,LLC96,895

0.1% of portfolio$4.9M

Bay Harbor Wealth Management, LLC96,459

1.1% of portfolio$4.8M

Kestra Advisory Services, LLC95,372

0.0% of portfolio$4.8M

Cobblestone Asset Management LLC94,817

1.9% of portfolio$4.8M

Blue Trust, Inc.88,392

0.0% of portfolio$4.4M

Farther Finance Advisors, LLC79,199

0.0% of portfolio$4.0M

Assetmark, Inc78,440

0.0% of portfolio$3.9M

SigFig Wealth Management, LLC74,478

0.1% of portfolio$3.7M

Focus Financial Network, Inc.72,860

0.1% of portfolio$3.7M

Sovran Advisors, LLC72,284

0.3% of portfolio$3.7M

Peak Wealth Management LLC71,531

2.4% of portfolio$3.6M

Ashton Thomas Private Wealth, LLC67,768

0.1% of portfolio$3.4M

FFG Retirement Advisors LLC67,105

1.8% of portfolio$3.4M

Hoxton Planning & Management, LLC60,395

0.8% of portfolio$3.0M

Csenge Advisory Group59,913

0.1% of portfolio$3.0M

Kestra Private Wealth Services, LLC58,633

0.0% of portfolio$2.9M

ShoreHaven Wealth Partners, LLC56,342

0.9% of portfolio$2.8M

Redhawk Wealth Advisors, Inc.54,148

0.3% of portfolio$2.7M

Beacon Capital Management, LLC54,033

0.4% of portfolio$2.7M

Cornerstone Planning Group LLC52,884

0.3% of portfolio$2.6M

Balefire, LLC51,497

0.4% of portfolio$2.6M

Apollon Wealth Management, LLC49,295

0.0% of portfolio$2.5M

VestGen Advisors, LLC47,633

0.1% of portfolio$2.4M

Newport Capital Group, LLC45,009

1.5% of portfolio$2.3M

Independent Financial Group, LLC44,477

0.0% of portfolio$2.2M

Alterna Wealth Management, Inc41,434

1.2% of portfolio$2.1M

RFG Advisory, LLC41,344

0.0% of portfolio$2.1M

Cypress Wealth Services, LLC40,790

0.2% of portfolio$2.0M

Ashton Thomas Securities, LLC39,468

0.2% of portfolio$2.0M

Elevation Point Wealth Partners, LLC37,916

0.0% of portfolio$1.9M

Tempus Wealth Planning, LLC37,852

0.4% of portfolio$1.9M

One Wealth Capital Management, LLC36,461

0.7% of portfolio$1.8M

Centurion Wealth Management LLC35,332

0.4% of portfolio$1.8M

Pinion Investment Advisors, LLC34,649

0.3% of portfolio$1.7M

Atlatl Advisers LLC33,904

0.4% of portfolio$1.7M

Verus Capital Partners, LLC33,877

0.1% of portfolio$1.7M

MGO One Seven LLC33,314

0.0% of portfolio$1.7M

WealthPLAN Partners, LLC32,870

0.3% of portfolio$1.6M

Patriot Financial Group Insurance Agency, LLC32,773

0.2% of portfolio$1.6M

Lifelong Wealth Advisors, Inc.31,366

0.4% of portfolio$1.6M

BridgePort Financial Solutions, LLC31,032

0.4% of portfolio$1.6M

Novem Group30,579

0.2% of portfolio$1.5M

Asset One Wealth Management LLC29,402

0.1% of portfolio$1.5M

Range Financial Group LLC27,201

0.4% of portfolio$1.4M

Able Wealth Management LLC26,919

0.3% of portfolio$1.3M

WealthPoint Financial, LLC26,789

1.0% of portfolio$1.3M

Portfolio Resources Advisor Group, Inc.26,110

1.1% of portfolio$1.3M

Cassilly Financial Group LLC26,102

0.9% of portfolio$1.3M

Polaris Investment Advisors, LLC25,514

0.8% of portfolio$1.3M

JFS Wealth Advisors, LLC24,094

0.1% of portfolio$1.2M

Integrity Advisory Solutions, LLC23,664

0.1% of portfolio$1.2M

B. Riley Wealth Advisors, Inc.23,560

0.0% of portfolio$1.2M

Gen-Wealth Partners Inc23,123

0.3% of portfolio$1.2M

B.O.S.S. Retirement Advisors, LLC21,725

0.3% of portfolio$1.1M

Two West Capital Advisors LLC20,470

0.5% of portfolio$1.0M

RDA Financial Network20,387

0.2% of portfolio$1.0M

Mather Group, Llc.20,352

0.0% of portfolio$1.0M

IFP Advisors, Inc20,246

0.0% of portfolio$1.0M

Signature Estate & Investment Advisors LLC20,006

0.0% of portfolio$1.0M

CoreCap Advisors, LLC19,778

0.0% of portfolio$990.9K

First Heartland Consultants, Inc.19,657

0.1% of portfolio$984.8K

Creative Financial Designs Inc19,593

0.0% of portfolio$981.6K

XY Planning Network, Inc.19,481

0.1% of portfolio$976.0K

Swmg, LLC19,233

0.2% of portfolio$964.9K

CFS Investment Advisory Services, LLC18,878

0.1% of portfolio$933.1K

Maia Wealth LLC18,867

0.1% of portfolio$945.2K

Retirement Wealth Solutions LLC17,239

0.5% of portfolio$863.7K

Ascentis Independent Advisors17,064

0.1% of portfolio$854.8K

FWG Investments, Llc.16,747

0.4% of portfolio$839.0K

Absolute Capital Management, LLC16,685

0.2% of portfolio$835.9K

Strategic Blueprint, LLC16,674

0.0% of portfolio$835.4K

Integrated Wealth Management15,279

0.8% of portfolio$765.5K

Parkway Wealth Management Group, LLC14,813

0.1% of portfolio$742.1K

BCU Wealth Advisors, LLC13,723

0.2% of portfolio$687.5K

SAX Wealth Advisors, LLC12,654

0.0% of portfolio$634.0K

Signal Advisors Wealth, LLC12,337

0.0% of portfolio$618.1K

BOS Asset Management, LLC11,676

0.1% of portfolio$585.0K

Sutton Place Investors LLC11,591

0.3% of portfolio$580.7K

Hobbs Wealth Management, LLC11,471

0.5% of portfolio$574.7K

Merkkuri Wealth Advisors LLC11,306

0.3% of portfolio$566.4K

Elevated Capital Advisors, LLC10,545

0.2% of portfolio$528.3K

Latitude Advisors, LLC10,504

0.2% of portfolio$526.3K

Asempa Wealth Advisors10,387

0.4% of portfolio$514.1K

Beacon Financial Advisory LLC10,359

0.1% of portfolio$519.0K

Key Capital Management, Inc10,336

0.2% of portfolio$517.8K

Firethorn Wealth Partners, LLC10,274

0.2% of portfolio$514.8K

Fiscal Wisdom Wealth Management, LLC10,058

0.6% of portfolio$503.9K

Lloyd Advisory Services, Llc.10,028

0.2% of portfolio$502.4K

LifeSteps Financial, Inc.9,882

0.2% of portfolio$495.1K

Perigon Wealth Management, LLC9,159

0.0% of portfolio$458.9K

Avidian Wealth Enterprises, LLC9,144

0.0% of portfolio$458.1K

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors9,084

0.0% of portfolio$455.1K

Private Trust Co NA8,776

0.0% of portfolio$439.7K

Y-Intercept (Hong Kong) Ltd8,373

0.0% of portfolio$419.5K

Oregon Pacific Wealth Management, LLC8,344

0.4% of portfolio$418.0K

Sigma Planning Corp8,300

0.0% of portfolio$415.8K

W Advisors, LLC8,176

0.2% of portfolio$409.6K

Apeiron RIA LLC7,788

0.1% of portfolio$385.4K

MKT Advisors LLC7,596

0.1% of portfolio$377.7K

LongView Wealth Management7,394

0.1% of portfolio$370.4K

Davenport & Co LLC7,294

0.0% of portfolio$365.4K

Cape Investment Advisory, Inc.7,291

0.1% of portfolio$365.3K

Legacy Advisory Services, LLC7,274

0.3% of portfolio$364.4K

Legacy Wealth Partners, LLC7,257

0.1% of portfolio$363.6K

Zenith Solutions, Inc.7,154

0.3% of portfolio$358.4K

Strategy Asset Managers LLC7,129

0.1% of portfolio$357.2K

Blue Capital, Inc.6,919

0.2% of portfolio$346.7K

Arcadia Wealth Management, LLC6,673

0.1% of portfolio$334.3K

Lantern Wealth Advisors, LLC6,660

0.1% of portfolio$333.7K

M Holdings Securities, Inc.6,396

0.0% of portfolio$325

Quartz Partners, LLC6,081

0.1% of portfolio$304.6K

Parallel Advisors, LLC5,911

0.0% of portfolio$296.1K

Silverlake Wealth Management LLC5,795

0.1% of portfolio$290.3K

Fulcrum Equity Management5,578

0.2% of portfolio$279.5K

Wedbush Securities Inc5,569

0.0% of portfolio$279.0K

MSH Capital Advisors LLC5,282

0.0% of portfolio$264.6K

Avantra Family Wealth, Inc.5,273

0.2% of portfolio$264.2K

Hutchens & Kramer Investment Management Group, LLC5,173

0.1% of portfolio$259.2K

Spinnaker Investment Group, LLC5,132

0.0% of portfolio$257.1K

Signature Equity Partners, LLC5,082

0.1% of portfolio$254.6K

Lockerman Financial Group, Inc.5,054

0.4% of portfolio$253.2K

Sanchez Gaunt Capital Management, LLC4,782

0.1% of portfolio$239.6K

One Advisory Partners, LLC4,667

0.1% of portfolio$233.8K

Midwest Financial Network, LLC4,581

0.2% of portfolio$229.5K

LiftPoint Family Wealth Advisors LLC4,496

0.2% of portfolio$225.3K

EverSource Wealth Advisors, LLC4,289

0.0% of portfolio$214.9K

Sowell Financial Services LLC4,130

0.0% of portfolio$206.9K

Rose Capital Advisors LLC4,110

0.1% of portfolio$205.9K

Centennial Advisors, LLC4,100

0.2% of portfolio$205.4K

Pacific Excel Wealth Advisors, Inc.4,056

0.2% of portfolio$203.2K

Raleigh Capital Management Inc.3,645

0.1% of portfolio$182.6K

Kingdom Financial Group Llc.3,412

0.0% of portfolio$170.9K

Montgomery Financial Services LLC1,678

0.1% of portfolio$84.1K

Golden State Wealth Management, LLC1,522

0.0% of portfolio$76.3K

Heritage Family Offices, LLP1,220

0.0% of portfolio$61.1K

Quest 10 Wealth Builders, Inc.929

0.0% of portfolio$46.5K

Gilpin Wealth Management, LLC452

0.0% of portfolio$22.6K

Lanark Financial, Inc.331

0.0% of portfolio$16.6K

Networth Advisors, LLC202

0.0% of portfolio$10.1K

Harbor Investment Advisory, LLC177

0.0% of portfolio$8.9K

SJS Investment Consulting Inc.101

0.0% of portfolio$5.1K

Beacon Investment Advisory Services, Inc.99

0.0% of portfolio$5.0K

Essential Partners LLC60

0.0% of portfolio$3.0K

NBT Bank, N.A.57

0.0% of portfolio$2.9K

Team Financial Group, LLC44

0.0% of portfolio$2.2K

Cullen T Bankers, Inc.37

0.0% of portfolio$1.9K

Lynch Investment Planning, LLC35

0.0% of portfolio$1.8K

Horizon Financial Services, LLC21

0.0% of portfolio$1.1K

Advocate Investing Services LLC3

0.0% of portfolio$150

				Style	Turnover	Location	Filed
Park Avenue Securities LLC	1,962,701	$98.3M	1.6%	ETF	Medium	New York, NY	2026-10-26
JB Capital LLC	580,740	$29.1M	1.0%	ETF	Medium	Wethersfield, CT	2026-10-19
Commonwealth Equity Services, LLC	475,529	$23.8M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Truist Financial Corp	399,805	$20.0M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Vise Technologies, Inc.	362,300	$18.2M	0.2%	Index	Low	New York, NY	2026-10-29
Sharkey, Howes & Javer	346,195	$17.3M	2.1%	ETF	Medium	Denver, CO	2026-10-22
Cambridge Investment Research Advisors, Inc.	288,825	$14.5M	0.1%	ETF	Low	Fairfield, IA	2026-11-02
Horst & Graben Wealth Management LLC	277,305	$13.9M	1.8%	ETF	Medium	Portland, OR	2026-11-02
Kelly Financial Services LLC	254,328	$12.7M	2.8%	ETF	Medium	Braintree, MA	2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group	232,303	$11.6M	1.1%	ETF	Medium	Woodbury, MN	2026-10-13
Atria Investments, Inc	220,876	$11.1M	0.1%	Core	Medium	Charlotte, NC	2026-10-15
Stone House Investment Management, LLC	215,966	$10.8M	1.4%	ETF	Medium	Tunkhannock, PA	2026-10-23
Wealth Enhancement Advisory Services, LLC	175,478	$8.7M	0.0%	Core	Low	Plymouth, MN	2026-10-13
SteelPeak Wealth, LLC	171,861	$8.6M	0.2%	Growth	High	Woodland Hills, CA	2026-10-16
Integrity Alliance, Llc.	168,611	$8.4M	0.3%	ETF	Medium	Urbandale, IA	2026-10-29
Trek Financial, LLC	158,144	$7.9M	0.4%	ETF	High	Scottsdale, AZ	2026-10-29
Diversify Wealth Management, LLC	146,526	$7.3M	0.1%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	146,526	$7.3M	0.1%	Growth	Low	Sandy, UT	2026-10-20
Detalus Advisors, LLC	124,298	$6.2M	1.2%	ETF	Low	St. Louis, MO	2026-10-15
Milestone Asset Management, LLC	123,518	$6.2M	1.0%	Growth	High	Pittsburgh, PA	2026-10-15
Citigroup Inc	123,238	$6.2M	0.0%	Core	Medium	New York, NY	2026-11-04
Brookstone Capital Management	108,602	$5.4M	0.1%	ETF	Medium	Wheaton, IL	2026-10-22
Concurrent Investment Advisors, LLC	101,191	$5.1M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Simplicity Wealth,LLC	96,895	$4.9M	0.1%	ETF	Low	Summit, NJ	2026-10-23
Bay Harbor Wealth Management, LLC	96,459	$4.8M	1.1%	ETF	Medium	Hunt Valley, MD	2026-11-03
Kestra Advisory Services, LLC	95,372	$4.8M	0.0%	Core	Low	Austin, TX	2026-11-02
Cobblestone Asset Management LLC	94,817	$4.8M	1.9%	ETF	Medium	Richmond, VA	2026-10-13
Blue Trust, Inc.	88,392	$4.4M	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Farther Finance Advisors, LLC	79,199	$4.0M	0.0%	Index	Low	San Francisco, CA	2026-10-08
Assetmark, Inc	78,440	$3.9M	0.0%	ETF	Low	Concord, CA	2026-10-21
SigFig Wealth Management, LLC	74,478	$3.7M	0.1%	ETF	Low	San Francisco, CA	2026-10-07
Focus Financial Network, Inc.	72,860	$3.7M	0.1%	ETF	Low	Minneapolis, MN	2026-10-14
Sovran Advisors, LLC	72,284	$3.7M	0.3%	ETF	Medium	San Diego, CA	2026-11-02
Peak Wealth Management LLC	71,531	$3.6M	2.4%	ETF	Medium	Nashua, NH	2026-10-26
Ashton Thomas Private Wealth, LLC	67,768	$3.4M	0.1%	Core	Medium	Scottsdale, AZ	2026-11-03
FFG Retirement Advisors LLC	67,105	$3.4M	1.8%	ETF	Medium	Centennial, CO	2026-10-20
Hoxton Planning & Management, LLC	60,395	$3.0M	0.8%	ETF	Low	Shepherdstown, WV	2026-10-15
Csenge Advisory Group	59,913	$3.0M	0.1%	ETF	Medium	Clearwater, FL	2026-11-04
Kestra Private Wealth Services, LLC	58,633	$2.9M	0.0%	Growth	Low	Austin, TX	2026-10-30
ShoreHaven Wealth Partners, LLC	56,342	$2.8M	0.9%	ETF	Medium	Red Bank, NJ	2026-10-16
Redhawk Wealth Advisors, Inc.	54,148	$2.7M	0.3%	ETF	High	Minneapolis, MN	2026-10-14
Beacon Capital Management, LLC	54,033	$2.7M	0.4%	ETF	Medium	Franklin, TN	2026-10-23
Cornerstone Planning Group LLC	52,884	$2.6M	0.3%	ETF	Medium	Fairfield, NJ	2026-10-16
Balefire, LLC	51,497	$2.6M	0.4%	ETF	Medium	Dallas, TX	2026-10-09
Apollon Wealth Management, LLC	49,295	$2.5M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
VestGen Advisors, LLC	47,633	$2.4M	0.1%	Growth	Medium	Chicago, IL	2026-10-27
Newport Capital Group, LLC	45,009	$2.3M	1.5%	ETF	High	Red Bank, NJ	2026-10-16
Independent Financial Group, LLC	44,477	$2.2M	0.0%	Growth	Low	San Diego, CA	2026-10-13
Alterna Wealth Management, Inc	41,434	$2.1M	1.2%	ETF	Medium	Houston, TX	2026-10-27
RFG Advisory, LLC	41,344	$2.1M	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Cypress Wealth Services, LLC	40,790	$2.0M	0.2%	ETF	Low	Palm Desert, CA	2026-10-21
Ashton Thomas Securities, LLC	39,468	$2.0M	0.2%	ETF	Medium	Rochester, NY	2026-10-26
Elevation Point Wealth Partners, LLC	37,916	$1.9M	0.0%	Core	High	Denver, CO	2026-11-05
Tempus Wealth Planning, LLC	37,852	$1.9M	0.4%	ETF	Medium	Irvine, CA	2026-10-14
One Wealth Capital Management, LLC	36,461	$1.8M	0.7%	Growth	Medium	Scottsdale, AZ	2026-10-23
Centurion Wealth Management LLC	35,332	$1.8M	0.4%	ETF	Medium	Mclean, VA	2026-10-13
Pinion Investment Advisors, LLC	34,649	$1.7M	0.3%	ETF	Low	Wichita, KS	2026-11-04
Atlatl Advisers LLC	33,904	$1.7M	0.4%	Agg Growth	High	Madison, WI	2026-10-22
Verus Capital Partners, LLC	33,877	$1.7M	0.1%	Growth	Low	Scottsdale, AZ	2026-11-03
MGO One Seven LLC	33,314	$1.7M	0.0%	Growth	Low	Beachwood, OH	2026-10-28
WealthPLAN Partners, LLC	32,870	$1.6M	0.3%	Core	Medium	Omaha, NE	2026-10-15
Patriot Financial Group Insurance Agency, LLC	32,773	$1.6M	0.2%	Growth	Low	Walpole, MA	2026-10-14
Lifelong Wealth Advisors, Inc.	31,366	$1.6M	0.4%	ETF	Low	Arden Hills, MN	2026-10-19
BridgePort Financial Solutions, LLC	31,032	$1.6M	0.4%	ETF	Low	Fairfield, IA	2026-11-02
Novem Group	30,579	$1.5M	0.2%	ETF	Medium	Rochester, NY	2026-10-19
Asset One Wealth Management LLC	29,402	$1.5M	0.1%	Growth	Low	Bellevue, WA	2026-11-02
Range Financial Group LLC	27,201	$1.4M	0.4%	GARP	Medium	Tigard, OR	2026-10-21
Able Wealth Management LLC	26,919	$1.3M	0.3%	ETF	Medium	Toms River, NJ	2026-10-13
WealthPoint Financial, LLC	26,789	$1.3M	1.0%	ETF	Medium	Cramerton, NC	2026-11-03
Portfolio Resources Advisor Group, Inc.	26,110	$1.3M	1.1%	ETF	Medium	Coral Gables, FL	2026-10-20
Cassilly Financial Group LLC	26,102	$1.3M	0.9%	ETF	Low	Severna Park, MD	2026-10-07
Polaris Investment Advisors, LLC	25,514	$1.3M	0.8%	ETF	Medium	Framingham, MA	2026-10-20
JFS Wealth Advisors, LLC	24,094	$1.2M	0.1%	ETF	Very Low	Hermitage, PA	2026-11-03
Integrity Advisory Solutions, LLC	23,664	$1.2M	0.1%	ETF	Medium	Dallas, TX	2026-10-29
B. Riley Wealth Advisors, Inc.	23,560	$1.2M	0.0%	Growth	Low	Memphis, TN	2026-10-13
Gen-Wealth Partners Inc	23,123	$1.2M	0.3%	Core	Low	Zeeland, MI	2026-11-04
B.O.S.S. Retirement Advisors, LLC	21,725	$1.1M	0.3%	ETF	Medium	Lehi, UT	2026-10-26
Two West Capital Advisors LLC	20,470	$1.0M	0.5%	ETF	Low	Overland Park, KS	2026-10-15
RDA Financial Network	20,387	$1.0M	0.2%	Growth	Medium	Akron, IA	2026-10-15
Mather Group, Llc.	20,352	$1.0M	0.0%	ETF	Medium	Chicago, IL	2026-10-14
IFP Advisors, Inc	20,246	$1.0M	0.0%	Growth	Low	Tampa, FL	2026-10-16
Signature Estate & Investment Advisors LLC	20,006	$1.0M	0.0%	ETF	Medium	Los Angeles, CA	2026-10-13
CoreCap Advisors, LLC	19,778	$990.9K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
First Heartland Consultants, Inc.	19,657	$984.8K	0.1%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Creative Financial Designs Inc	19,593	$981.6K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
XY Planning Network, Inc.	19,481	$976.0K	0.1%	ETF	Low	Bozeman, MT	2026-10-14
Swmg, LLC	19,233	$964.9K	0.2%	ETF	Medium	Fort Worth, TX	2026-10-23
CFS Investment Advisory Services, LLC	18,878	$933.1K	0.1%	ETF	Medium	Totowa, NJ	2026-10-19
Maia Wealth LLC	18,867	$945.2K	0.1%	ETF	Medium	Denver, CO	2026-10-19
Retirement Wealth Solutions LLC	17,239	$863.7K	0.5%	ETF	Low	Marshfield, WI	2026-10-07
Ascentis Independent Advisors	17,064	$854.8K	0.1%	ETF	Low	Dallas, TX	2026-11-03
FWG Investments, Llc.	16,747	$839.0K	0.4%	ETF	Medium	Lexington, KY	2026-11-03
Absolute Capital Management, LLC	16,685	$835.9K	0.2%	ETF	Medium	Pittsburgh, PA	2026-10-16
Strategic Blueprint, LLC	16,674	$835.4K	0.0%	ETF	Low	Atlanta, GA	2026-10-22
Integrated Wealth Management	15,279	$765.5K	0.8%	ETF	High	Uniontown, OH	2026-10-19
Parkway Wealth Management Group, LLC	14,813	$742.1K	0.1%	ETF	High	Plano, TX	2026-10-20
BCU Wealth Advisors, LLC	13,723	$687.5K	0.2%	ETF	Low	Vernon Hills, IL	2026-10-16
SAX Wealth Advisors, LLC	12,654	$634.0K	0.0%	ETF	Very Low	Parsippany, NJ	2026-10-13
Signal Advisors Wealth, LLC	12,337	$618.1K	0.0%	ETF	Low	Detroit, MI	2026-10-13
BOS Asset Management, LLC	11,676	$585.0K	0.1%	ETF	Low	Springfield, IL	2026-10-09
Sutton Place Investors LLC	11,591	$580.7K	0.3%	ETF	Low	Armonk, NY	2026-10-20
Hobbs Wealth Management, LLC	11,471	$574.7K	0.5%	ETF	Low	Zionsville, IN	2026-10-20
Merkkuri Wealth Advisors LLC	11,306	$566.4K	0.3%	ETF	Medium	Hicksville, NY	2026-11-03
Elevated Capital Advisors, LLC	10,545	$528.3K	0.2%	ETF	Medium	Sandy, UT	2026-11-04
Latitude Advisors, LLC	10,504	$526.3K	0.2%	ETF	Low	Yorkville, IL	2026-10-27
Asempa Wealth Advisors	10,387	$514.1K	0.4%	ETF	Low	Baton Rouge, LA	2026-10-07
Beacon Financial Advisory LLC	10,359	$519.0K	0.1%	ETF	Low	Cleveland, OH	2026-10-16
Key Capital Management, Inc	10,336	$517.8K	0.2%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Firethorn Wealth Partners, LLC	10,274	$514.8K	0.2%	ETF	Low	Augusta, GA	2026-10-14
Fiscal Wisdom Wealth Management, LLC	10,058	$503.9K	0.6%	ETF	Medium	Canton, CT	2026-10-16
Lloyd Advisory Services, Llc.	10,028	$502.4K	0.2%	ETF	Very High	Suwanee, GA	2026-11-02
LifeSteps Financial, Inc.	9,882	$495.1K	0.2%	ETF	Low	Claremont, CA	2026-10-15
Perigon Wealth Management, LLC	9,159	$458.9K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Avidian Wealth Enterprises, LLC	9,144	$458.1K	0.0%	ETF	Low	Houston, TX	2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	9,084	$455.1K	0.0%	ETF	Medium	Westlake, OH	2026-10-14
Private Trust Co NA	8,776	$439.7K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Y-Intercept (Hong Kong) Ltd	8,373	$419.5K	0.0%	Value	Very High	Hong Kong, South Korea	2026-10-16
Oregon Pacific Wealth Management, LLC	8,344	$418.0K	0.4%	ETF	Medium	Medford, OR	2026-10-20
Sigma Planning Corp	8,300	$415.8K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
W Advisors, LLC	8,176	$409.6K	0.2%	Core	Low	Germantown, TN	2026-11-02
Apeiron RIA LLC	7,788	$385.4K	0.1%	ETF	Medium	Dallas, TX	2026-10-08
MKT Advisors LLC	7,596	$377.7K	0.1%	ETF	Low	Carlsbad, CA	2026-10-20
LongView Wealth Management	7,394	$370.4K	0.1%	ETF	Low	Atlanta, GA	2026-10-19
Davenport & Co LLC	7,294	$365.4K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Cape Investment Advisory, Inc.	7,291	$365.3K	0.1%	ETF	Low	Mcdonough, GA	2026-10-13
Legacy Advisory Services, LLC	7,274	$364.4K	0.3%	ETF	Medium	Exton, PA	2026-10-20
Legacy Wealth Partners, LLC	7,257	$363.6K	0.1%	ETF	High	Lakewood, CO	2026-10-15
Zenith Solutions, Inc.	7,154	$358.4K	0.3%	ETF	N/A	Philadelphia, PA	2026-10-19
Strategy Asset Managers LLC	7,129	$357.2K	0.1%	Core	Low	Pasadena, CA	2026-10-14
Blue Capital, Inc.	6,919	$346.7K	0.2%	Core	High	Omaha, NE	2026-10-13
Arcadia Wealth Management, LLC	6,673	$334.3K	0.1%	ETF	Low	Manchester, NH	2026-10-22
Lantern Wealth Advisors, LLC	6,660	$333.7K	0.1%	Growth	Low	Melville, NY	2026-10-22
M Holdings Securities, Inc.	6,396	$325	0.0%	ETF	High	Portland, OR	2026-11-03
Quartz Partners, LLC	6,081	$304.6K	0.1%	GARP	Medium	Saratoga Springs, NY	2026-11-03
Parallel Advisors, LLC	5,911	$296.1K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Silverlake Wealth Management LLC	5,795	$290.3K	0.1%	ETF	Low	Williston, VT	2026-10-21
Fulcrum Equity Management	5,578	$279.5K	0.2%	Growth	High	Plano, TX	2026-10-21
Wedbush Securities Inc	5,569	$279.0K	0.0%	Core	Low	Pasadena, CA	2026-10-22
MSH Capital Advisors LLC	5,282	$264.6K	0.0%	Core	Low	Scottsdale, AZ	2026-11-03
Avantra Family Wealth, Inc.	5,273	$264.2K	0.2%	Core	Medium	Mechanicsburg, PA	2026-10-20
Hutchens & Kramer Investment Management Group, LLC	5,173	$259.2K	0.1%	ETF	Low	Indianapolis, IN	2026-10-16
Spinnaker Investment Group, LLC	5,132	$257.1K	0.0%	ETF	Low	Newport Beach, CA	2026-10-13
Signature Equity Partners, LLC	5,082	$254.6K	0.1%	Growth	Medium	Columbus, OH	2026-10-29
Lockerman Financial Group, Inc.	5,054	$253.2K	0.4%	ETF	Medium	Newport Beach, CA	2026-10-19
Sanchez Gaunt Capital Management, LLC	4,782	$239.6K	0.1%	ETF	N/A	Reno, NV	2026-11-03
One Advisory Partners, LLC	4,667	$233.8K	0.1%	ETF	Medium	Overland Park, KS	2026-10-22
Midwest Financial Network, LLC	4,581	$229.5K	0.2%	ETF	High	Tinley Park, IL	2026-10-13
LiftPoint Family Wealth Advisors LLC	4,496	$225.3K	0.2%	ETF	Medium	Far Hills, NJ	2026-11-03
EverSource Wealth Advisors, LLC	4,289	$214.9K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Sowell Financial Services LLC	4,130	$206.9K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Rose Capital Advisors LLC	4,110	$205.9K	0.1%	ETF	N/A	Miami Beach, FL	2026-11-04
Centennial Advisors, LLC	4,100	$205.4K	0.2%	ETF	High	Austin, TX	2026-10-21
Pacific Excel Wealth Advisors, Inc.	4,056	$203.2K	0.2%	ETF	High	Walnut Creek, CA	2026-10-27
Raleigh Capital Management Inc.	3,645	$182.6K	0.1%	Core	Medium	Cary, NC	2026-10-28
Kingdom Financial Group Llc.	3,412	$170.9K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Montgomery Financial Services LLC	1,678	$84.1K	0.1%	ETF	N/A	Ocean City, MD	2026-11-03
Golden State Wealth Management, LLC	1,522	$76.3K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Heritage Family Offices, LLP	1,220	$61.1K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Quest 10 Wealth Builders, Inc.	929	$46.5K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Gilpin Wealth Management, LLC	452	$22.6K	0.0%	Growth	Low	Denver, CO	2026-10-09
Lanark Financial, Inc.	331	$16.6K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Networth Advisors, LLC	202	$10.1K	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Harbor Investment Advisory, LLC	177	$8.9K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
SJS Investment Consulting Inc.	101	$5.1K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Beacon Investment Advisory Services, Inc.	99	$5.0K	0.0%	Growth	Low	Morristown, NJ	2026-10-13
Essential Partners LLC	60	$3.0K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
NBT Bank, N.A.	57	$2.9K	0.0%	Core	Low	Norwich, NY	2026-10-21
Team Financial Group, LLC	44	$2.2K	0.0%	ETF	Low	Temecula, CA	2026-10-30
Cullen T Bankers, Inc.	37	$1.9K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Lynch Investment Planning, LLC	35	$1.8K	0.0%	ETF	Low	Newtown Square, PA	2026-10-27
Horizon Financial Services, LLC	21	$1.1K	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Advocate Investing Services LLC	3	$150	0.0%	ETF	Low	Woodbine, MD	2026-10-26