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Ishares DEF Industrials ACT (IDEF)

CUSIP: 09290C699 | NYSE | 330 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Park Avenue Securities LLC3,984,812
2.1% of portfolio›$124.4M
JB Capital LLC1,621,862
1.7% of portfolio›$50.6M
Commonwealth Equity Services, LLC1,225,423
0.0% of portfolio›$38.3M
Cambridge Investment Research Advisors, Inc.704,271
0.1% of portfolio›$22.0M
Assetmark, Inc683,286
0.0% of portfolio›$21.3M
Atria Investments, Inc629,763
0.2% of portfolio›$19.7M
Truist Financial Corp550,459
0.0% of portfolio›$17.2M
Sharkey, Howes & Javer454,419
1.7% of portfolio›$14.2M
SteelPeak Wealth, LLC375,062
0.3% of portfolio›$11.7M
Integrity Alliance, Llc.330,976
0.3% of portfolio›$10.3M
Wealth Enhancement Advisory Services, LLC294,916
0.0% of portfolio›$9.1M
Diversify Advisory Services, LLC240,629
0.1% of portfolio›$7.3M
Diversify Wealth Management, LLC240,629
0.1% of portfolio›$7.3M
Swmg, LLC229,985
1.5% of portfolio›$6.9M
MLG Wealth Management DBA Pine Grove Financial Group223,835
0.7% of portfolio›$7.0M
Trek Financial, LLC213,381
0.3% of portfolio›$6.7M
Jmac Enterprises LLC189,705
1.0% of portfolio›$5.9M
Kestra Advisory Services, LLC188,144
0.0% of portfolio›$5.9M
Fifth Third Wealth Advisors LLC181,549
0.1% of portfolio›$5.7M
Vise Technologies, Inc.181,504
0.0% of portfolio›$5.7M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors170,028
0.3% of portfolio›$5.3M
Brookstone Capital Management163,772
0.1% of portfolio›$5.1M
Apollon Wealth Management, LLC161,414
0.1% of portfolio›$5.0M
Citigroup Inc147,921
0.0% of portfolio›$4.6M
Farther Finance Advisors, LLC146,646
0.0% of portfolio›$4.6M
Bay Harbor Wealth Management, LLC144,275
1.0% of portfolio›$4.5M
Tsfg, LLC143,045
2.3% of portfolio›$4.5M
Concurrent Investment Advisors, LLC135,735
0.0% of portfolio›$4.2M
Simplicity Wealth,LLC128,495
0.1% of portfolio›$4.0M
Blue Trust, Inc.124,708
0.0% of portfolio›$3.9M
SigFig Wealth Management, LLC113,681
0.1% of portfolio›$3.5M
VestGen Advisors, LLC113,649
0.1% of portfolio›$3.5M
Scarborough Advisors, LLC109,223
14.3% of portfolio›$3.4M
Cobblestone Asset Management LLC102,193
1.3% of portfolio›$3.2M
Pinion Investment Advisors, LLC97,761
0.5% of portfolio›$3.1M
Cypress Wealth Services, LLC90,823
0.3% of portfolio›$2.9M
Elevation Point Wealth Partners, LLC88,705
0.0% of portfolio›$2.8M
Alterna Wealth Management, Inc87,996
1.5% of portfolio›$2.7M
Able Wealth Management LLC87,924
0.6% of portfolio›$2.8M
Polaris Investment Advisors, LLC85,675
1.7% of portfolio›$2.7M
Sovran Advisors, LLC79,965
0.2% of portfolio›$2.5M
Lantz Financial LLC79,750
0.5% of portfolio›$2.5M
Absolute Capital Management, LLC73,564
0.5% of portfolio›$2.3M
MGO One Seven LLC71,273
0.0% of portfolio›$2.2M
Redhawk Wealth Advisors, Inc.68,925
0.2% of portfolio›$2.2M
Cornerstone Planning Group LLC67,407
0.3% of portfolio›$2.1M
Ashton Thomas Securities, LLC65,400
0.2% of portfolio›$2.0M
Patriot Financial Group Insurance Agency, LLC64,218
0.2% of portfolio›$2.0M
Advus Financial Partners, LLC62,504
0.6% of portfolio›$2.0M
Csenge Advisory Group62,500
0.1% of portfolio›$2.0M
One Wealth Capital Management, LLC60,273
0.7% of portfolio›$1.9M
Portfolio Resources Advisor Group, Inc.59,909
1.5% of portfolio›$1.9M
Rose Capital Advisors LLC58,093
0.4% of portfolio›$1.8M
Hoxton Planning & Management, LLC57,292
0.5% of portfolio›$1.8M
LiftPoint Family Wealth Advisors LLC54,342
1.1% of portfolio›$1.7M
IFP Advisors, Inc53,491
0.0% of portfolio›$1.7M
Ashton Thomas Private Wealth, LLC51,284
0.0% of portfolio›$1.6M
RFG Advisory, LLC49,726
0.0% of portfolio›$1.6M
Milestone Asset Management, LLC48,494
0.2% of portfolio›$1.5M
Hoese & Co LLP44,214
0.9% of portfolio›$1.4M
Balefire, LLC44,133
0.2% of portfolio›$1.4M
Integrity Advisory Solutions, LLC41,844
0.1% of portfolio›$1.3M
Commonwealth Retirement Investments LLC39,979
0.3% of portfolio›$1.2M
CoreCap Advisors, LLC38,995
0.0% of portfolio›$1.2M
Retirement Wealth Solutions LLC35,227
0.6% of portfolio›$1.1M
B. Riley Wealth Advisors, Inc.33,187
0.0% of portfolio›$1.0M
BCU Wealth Advisors, LLC33,007
0.3% of portfolio›$1.0M
Sanchez Gaunt Capital Management, LLC31,997
0.6% of portfolio›$999.2K
Zenith Solutions, Inc.31,923
0.9% of portfolio›$996.9K
First Heartland Consultants, Inc.28,579
0.1% of portfolio›$892.4K
Signature Estate & Investment Advisors LLC25,416
0.0% of portfolio›$793.7K
Two West Capital Advisors LLC25,310
0.4% of portfolio›$793.2K
Accelerate Investment Advisors LLC24,356
0.4% of portfolio›$760.6K
Centurion Wealth Management LLC24,291
0.2% of portfolio›$758.5K
Golden State Wealth Management, LLC22,960
0.1% of portfolio›$717.0K
Raleigh Capital Management Inc.22,085
0.2% of portfolio›$689.7K
Avantra Family Wealth, Inc.21,004
0.4% of portfolio›$655.9K
JFS Wealth Advisors, LLC20,878
0.0% of portfolio›$652.0K
W Advisors, LLC20,004
0.3% of portfolio›$624.7K
Unify Financial Advisors19,718
0.6% of portfolio›$615.7K
BridgePort Financial Solutions, LLC19,557
0.1% of portfolio›$610.7K
Sigma Planning Corp19,360
0.0% of portfolio›$604.6K
Embree Financial Group18,651
0.1% of portfolio›$582.4K
Avidian Wealth Enterprises, LLC17,836
0.0% of portfolio›$557.0K
Semus Wealth Partners LLC17,601
0.3% of portfolio›$549.6K
Strategic Blueprint, LLC17,537
0.0% of portfolio›$547.6K
LifeSteps Financial, Inc.17,291
0.3% of portfolio›$540.0K
Flagship Harbor Advisors, LLC17,079
0.0% of portfolio›$533.3K
Perigon Wealth Management, LLC17,051
0.0% of portfolio›$532.5K
Davenport & Co LLC16,868
0.0% of portfolio›$526.7K
M Holdings Securities, Inc.13,837
0.0% of portfolio›$418
Carmel Capital Partners, LLC13,434
0.2% of portfolio›$419.5K
Signature Equity Partners, LLC13,332
0.1% of portfolio›$416.3K
Verus Capital Partners, LLC13,301
0.0% of portfolio›$415.3K
Interchange Capital Partners, LLC13,211
0.1% of portfolio›$409.8K
Lantern Wealth Advisors, LLC12,491
0.2% of portfolio›$390.1K
Smart Wealth LLC12,358
0.1% of portfolio›$385.9K
Vista Investment Partners LLC12,324
0.1% of portfolio›$384.8K
Private Trust Co NA12,210
0.0% of portfolio›$381.3K
Silverlake Wealth Management LLC12,136
0.1% of portfolio›$379.0K
Cape Investment Advisory, Inc.11,891
0.1% of portfolio›$371.3K
Peak Wealth Management LLC11,758
0.2% of portfolio›$355.4K
Richmond Investment Services, LLC10,775
0.1% of portfolio›$336.5K
Blue Capital, Inc.9,937
0.2% of portfolio›$310.3K
Sterling Group Wealth Management, LLC9,479
0.1% of portfolio›$296.0K
Lockerman Financial Group, Inc.9,367
0.4% of portfolio›$292.5K
Legacy Wealth Partners, LLC9,061
0.1% of portfolio›$283.0K
Ballast Rock Private Wealth LLC8,776
0.1% of portfolio›$274.0K
Aegis Wealth Management, Inc.8,681
0.2% of portfolio›$271.1K
XY Planning Network, Inc.8,314
0.0% of portfolio›$259.6K
Pacific Excel Wealth Advisors, Inc.8,121
0.3% of portfolio›$253.3K
Tempus Wealth Planning, LLC7,821
0.0% of portfolio›$244.2K
Signal Advisors Wealth, LLC7,743
0.0% of portfolio›$241.8K
Asempa Wealth Advisors7,328
0.2% of portfolio›$229.1K
Kelly Financial Services LLC7,035
0.0% of portfolio›$219.7K
Hutchens & Kramer Investment Management Group, LLC6,978
0.1% of portfolio›$217.9K
Spinnaker Investment Group, LLC6,963
0.0% of portfolio›$217.4K
Krilogy Financial LLC6,640
0.0% of portfolio›$204.4K
RCS Financial Planning, LLC6,584
0.1% of portfolio›$205.6K
Visionary Wealth Advisors6,492
0.0% of portfolio›$202.7K
EverSource Wealth Advisors, LLC6,238
0.0% of portfolio›$194.8K
Latitude Advisors, LLC2,888
0.0% of portfolio›$90.2K
TD Waterhouse Canada Inc.2,150
0.0% of portfolio›$67.4K
Lloyd Advisory Services, Llc.1,421
0.0% of portfolio›$44.4K
Vermillion Wealth Management, Inc.980
0.0% of portfolio›$30.6K
Yankcom Partnership744
0.0% of portfolio›$23.2K
Harbor Investment Advisory, LLC649
0.0% of portfolio›$20.3K
Beacon Investment Advisory Services, Inc.606
0.0% of portfolio›$18.9K
Key Capital Management, Inc342
0.0% of portfolio›$10.7K
Lanark Financial, Inc.251
0.0% of portfolio›$7.8K
Advocate Investing Services LLC175
0.0% of portfolio›$5.5K
Montgomery Financial Services LLC142
0.0% of portfolio›$4.4K
Compass Financial Management LLC94
0.0% of portfolio›$2.9K
SJS Investment Consulting Inc.91
0.0% of portfolio›$2.8K
Cullen T Bankers, Inc.76
0.0% of portfolio›$2.4K
Atlantic Edge Private Wealth Management, LLC75
0.0% of portfolio›$2.3K
Kingdom Financial Group Llc.70
0.0% of portfolio›$2.2K
United Financial Planning Group LLC67
0.0% of portfolio›$2.1K
Essential Partners LLC65
0.0% of portfolio›$2.0K
Team Financial Group, LLC61
0.0% of portfolio›$1.9K
Horizon Financial Services, LLC44
0.0% of portfolio›$1.4K
IFS Advisors, LLC30
0.0% of portfolio›$936
Lynch Investment Planning, LLC28
0.0% of portfolio›$874
Gilpin Wealth Management, LLC25
0.0% of portfolio›$781
StyleTurnoverLocationFiled
Park Avenue Securities LLC
3,984,812$124.4M2.1%ETFMediumNew York, NY2026-10-26
JB Capital LLC
1,621,862$50.6M1.7%ETFMediumWethersfield, CT2026-10-19
Commonwealth Equity Services, LLC
1,225,423$38.3M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
704,271$22.0M0.1%ETFLowFairfield, IA2026-11-02
Assetmark, Inc
683,286$21.3M0.0%ETFLowConcord, CA2026-10-21
Atria Investments, Inc
629,763$19.7M0.2%CoreMediumCharlotte, NC2026-10-15
Truist Financial Corp
550,459$17.2M0.0%CoreLowCharlotte, NC2026-10-30
Sharkey, Howes & Javer
454,419$14.2M1.7%ETFMediumDenver, CO2026-10-22
SteelPeak Wealth, LLC
375,062$11.7M0.3%GrowthHighWoodland Hills, CA2026-10-16
Integrity Alliance, Llc.
330,976$10.3M0.3%ETFMediumUrbandale, IA2026-10-29
Wealth Enhancement Advisory Services, LLC
294,916$9.1M0.0%CoreLowPlymouth, MN2026-10-13
Diversify Advisory Services, LLC
240,629$7.3M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
240,629$7.3M0.1%GrowthMediumSandy, UT2026-10-20
Swmg, LLC
229,985$6.9M1.5%ETFMediumFort Worth, TX2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
223,835$7.0M0.7%ETFMediumWoodbury, MN2026-10-13
Trek Financial, LLC
213,381$6.7M0.3%ETFHighScottsdale, AZ2026-10-29
Jmac Enterprises LLC
189,705$5.9M1.0%ETFVery LowNewtown, PA2026-10-30
Kestra Advisory Services, LLC
188,144$5.9M0.0%CoreLowAustin, TX2026-11-02
Fifth Third Wealth Advisors LLC
181,549$5.7M0.1%IndexVery LowCincinnati, OH2026-10-22
Vise Technologies, Inc.
181,504$5.7M0.0%IndexLowNew York, NY2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
170,028$5.3M0.3%ETFMediumWestlake, OH2026-10-14
Brookstone Capital Management
163,772$5.1M0.1%ETFMediumWheaton, IL2026-10-22
Apollon Wealth Management, LLC
161,414$5.0M0.1%GrowthLowMount Pleasant, SC2026-10-23
Citigroup Inc
147,921$4.6M0.0%CoreMediumNew York, NY2026-11-04
Farther Finance Advisors, LLC
146,646$4.6M0.0%IndexLowSan Francisco, CA2026-10-08
Bay Harbor Wealth Management, LLC
144,275$4.5M1.0%ETFMediumHunt Valley, MD2026-11-03
Tsfg, LLC
143,045$4.5M2.3%ETFLowLake Forest, IL2026-10-23
Concurrent Investment Advisors, LLC
135,735$4.2M0.0%GrowthMediumTampa, FL2026-10-16
Simplicity Wealth,LLC
128,495$4.0M0.1%ETFLowSummit, NJ2026-10-23
Blue Trust, Inc.
124,708$3.9M0.0%ETFLowBrentwood, TN2026-10-15
SigFig Wealth Management, LLC
113,681$3.5M0.1%ETFLowSan Francisco, CA2026-10-07
VestGen Advisors, LLC
113,649$3.5M0.1%GrowthMediumChicago, IL2026-10-27
Scarborough Advisors, LLC
109,223$3.4M14.3%ETFMediumAnnapolis, MD2026-10-16
Cobblestone Asset Management LLC
102,193$3.2M1.3%ETFMediumRichmond, VA2026-10-13
Pinion Investment Advisors, LLC
97,761$3.1M0.5%ETFLowWichita, KS2026-11-04
Cypress Wealth Services, LLC
90,823$2.9M0.3%ETFLowPalm Desert, CA2026-10-21
Elevation Point Wealth Partners, LLC
88,705$2.8M0.0%CoreHighDenver, CO2026-11-05
Alterna Wealth Management, Inc
87,996$2.7M1.5%ETFMediumHouston, TX2026-10-27
Able Wealth Management LLC
87,924$2.8M0.6%ETFMediumToms River, NJ2026-10-13
Polaris Investment Advisors, LLC
85,675$2.7M1.7%ETFMediumFramingham, MA2026-10-20
Sovran Advisors, LLC
79,965$2.5M0.2%ETFMediumSan Diego, CA2026-11-02
Lantz Financial LLC
79,750$2.5M0.5%ETFLowNaperville, IL2026-10-15
Absolute Capital Management, LLC
73,564$2.3M0.5%ETFMediumPittsburgh, PA2026-10-16
MGO One Seven LLC
71,273$2.2M0.0%GrowthLowBeachwood, OH2026-10-28
Redhawk Wealth Advisors, Inc.
68,925$2.2M0.2%ETFHighMinneapolis, MN2026-10-14
Cornerstone Planning Group LLC
67,407$2.1M0.3%ETFMediumFairfield, NJ2026-10-16
Ashton Thomas Securities, LLC
65,400$2.0M0.2%ETFMediumRochester, NY2026-10-26
Patriot Financial Group Insurance Agency, LLC
64,218$2.0M0.2%GrowthLowWalpole, MA2026-10-14
Advus Financial Partners, LLC
62,504$2.0M0.6%ETFLowWinter Park, FL2026-10-20
Csenge Advisory Group
62,500$2.0M0.1%ETFMediumClearwater, FL2026-11-04
One Wealth Capital Management, LLC
60,273$1.9M0.7%GrowthMediumScottsdale, AZ2026-10-23
Portfolio Resources Advisor Group, Inc.
59,909$1.9M1.5%ETFMediumCoral Gables, FL2026-10-20
Rose Capital Advisors LLC
58,093$1.8M0.4%ETFN/AMiami Beach, FL2026-11-04
Hoxton Planning & Management, LLC
57,292$1.8M0.5%ETFLowShepherdstown, WV2026-10-15
LiftPoint Family Wealth Advisors LLC
54,342$1.7M1.1%ETFMediumFar Hills, NJ2026-11-03
IFP Advisors, Inc
53,491$1.7M0.0%GrowthLowTampa, FL2026-10-16
Ashton Thomas Private Wealth, LLC
51,284$1.6M0.0%CoreMediumScottsdale, AZ2026-11-03
RFG Advisory, LLC
49,726$1.6M0.0%ETFMediumBirmingham, AL2026-11-03
Milestone Asset Management, LLC
48,494$1.5M0.2%GrowthHighPittsburgh, PA2026-10-15
Hoese & Co LLP
44,214$1.4M0.9%ETFLowGlencoe, MN2026-10-21
Balefire, LLC
44,133$1.4M0.2%ETFMediumDallas, TX2026-10-09
Integrity Advisory Solutions, LLC
41,844$1.3M0.1%ETFMediumDallas, TX2026-10-29
Commonwealth Retirement Investments LLC
39,979$1.2M0.3%CoreMediumRichmond, VA2026-10-26
CoreCap Advisors, LLC
38,995$1.2M0.0%ETFMediumSouthfield, MI2026-10-08
Retirement Wealth Solutions LLC
35,227$1.1M0.6%ETFLowMarshfield, WI2026-10-07
B. Riley Wealth Advisors, Inc.
33,187$1.0M0.0%GrowthLowMemphis, TN2026-10-13
BCU Wealth Advisors, LLC
33,007$1.0M0.3%ETFLowVernon Hills, IL2026-10-16
Sanchez Gaunt Capital Management, LLC
31,997$999.2K0.6%ETFN/AReno, NV2026-11-03
Zenith Solutions, Inc.
31,923$996.9K0.9%ETFN/APhiladelphia, PA2026-10-19
First Heartland Consultants, Inc.
28,579$892.4K0.1%ETFMediumLake St. Louis, MO2026-10-08
Signature Estate & Investment Advisors LLC
25,416$793.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Two West Capital Advisors LLC
25,310$793.2K0.4%ETFLowOverland Park, KS2026-10-15
Accelerate Investment Advisors LLC
24,356$760.6K0.4%ETFLowAliso Viejo, CA2026-11-02
Centurion Wealth Management LLC
24,291$758.5K0.2%ETFMediumMclean, VA2026-10-13
Golden State Wealth Management, LLC
22,960$717.0K0.1%ETFMediumSanta Ana, CA2026-11-02
Raleigh Capital Management Inc.
22,085$689.7K0.2%CoreMediumCary, NC2026-10-28
Avantra Family Wealth, Inc.
21,004$655.9K0.4%CoreMediumMechanicsburg, PA2026-10-20
JFS Wealth Advisors, LLC
20,878$652.0K0.0%ETFVery LowHermitage, PA2026-11-03
W Advisors, LLC
20,004$624.7K0.3%CoreLowGermantown, TN2026-11-02
Unify Financial Advisors
19,718$615.7K0.6%ETFMediumClearwater, FL2026-11-03
BridgePort Financial Solutions, LLC
19,557$610.7K0.1%ETFLowFairfield, IA2026-11-02
Sigma Planning Corp
19,360$604.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Embree Financial Group
18,651$582.4K0.1%ETFLowChicago, IL2026-10-22
Avidian Wealth Enterprises, LLC
17,836$557.0K0.0%ETFLowHouston, TX2026-10-08
Semus Wealth Partners LLC
17,601$549.6K0.3%GrowthLowBoca Raton, FL2026-10-22
Strategic Blueprint, LLC
17,537$547.6K0.0%ETFLowAtlanta, GA2026-10-22
LifeSteps Financial, Inc.
17,291$540.0K0.3%ETFLowClaremont, CA2026-10-15
Flagship Harbor Advisors, LLC
17,079$533.3K0.0%ETFMediumBoston, MA2026-10-26
Perigon Wealth Management, LLC
17,051$532.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Davenport & Co LLC
16,868$526.7K0.0%CoreMediumRichmond, VA2026-10-14
M Holdings Securities, Inc.
13,837$4180.0%ETFHighPortland, OR2026-11-03
Carmel Capital Partners, LLC
13,434$419.5K0.2%ValueMediumSan Diego, CA2026-11-03
Signature Equity Partners, LLC
13,332$416.3K0.1%GrowthMediumColumbus, OH2026-10-29
Verus Capital Partners, LLC
13,301$415.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Interchange Capital Partners, LLC
13,211$409.8K0.1%GrowthLowPittsburgh, PA2026-10-28
Lantern Wealth Advisors, LLC
12,491$390.1K0.2%GrowthLowMelville, NY2026-10-22
Smart Wealth LLC
12,358$385.9K0.1%ETFHighOmaha, NE2026-11-04
Vista Investment Partners LLC
12,324$384.8K0.1%MomentumMediumOklahoma City, OK2026-10-08
Private Trust Co NA
12,210$381.3K0.0%CoreLowCleveland, OH2026-10-20
Silverlake Wealth Management LLC
12,136$379.0K0.1%ETFLowWilliston, VT2026-10-21
Cape Investment Advisory, Inc.
11,891$371.3K0.1%ETFLowMcdonough, GA2026-10-13
Peak Wealth Management LLC
11,758$355.4K0.2%ETFMediumNashua, NH2026-10-26
Richmond Investment Services, LLC
10,775$336.5K0.1%ETFLowMequon, WI2026-10-29
Blue Capital, Inc.
9,937$310.3K0.2%CoreHighOmaha, NE2026-10-13
Sterling Group Wealth Management, LLC
9,479$296.0K0.1%ETFLowPasadena, CA2026-11-03
Lockerman Financial Group, Inc.
9,367$292.5K0.4%ETFMediumNewport Beach, CA2026-10-19
Legacy Wealth Partners, LLC
9,061$283.0K0.1%ETFHighLakewood, CO2026-10-15
Ballast Rock Private Wealth LLC
8,776$274.0K0.1%ETFMediumCharleston, SC2026-10-26
Aegis Wealth Management, Inc.
8,681$271.1K0.2%ETFMediumGuthrie Center, IA2026-10-26
XY Planning Network, Inc.
8,314$259.6K0.0%ETFLowBozeman, MT2026-10-14
Pacific Excel Wealth Advisors, Inc.
8,121$253.3K0.3%ETFHighWalnut Creek, CA2026-10-27
Tempus Wealth Planning, LLC
7,821$244.2K0.0%ETFMediumIrvine, CA2026-10-14
Signal Advisors Wealth, LLC
7,743$241.8K0.0%ETFLowDetroit, MI2026-10-13
Asempa Wealth Advisors
7,328$229.1K0.2%ETFLowBaton Rouge, LA2026-10-07
Kelly Financial Services LLC
7,035$219.7K0.0%ETFMediumBraintree, MA2026-10-20
Hutchens & Kramer Investment Management Group, LLC
6,978$217.9K0.1%ETFLowIndianapolis, IN2026-10-16
Spinnaker Investment Group, LLC
6,963$217.4K0.0%ETFLowNewport Beach, CA2026-10-13
Krilogy Financial LLC
6,640$204.4K0.0%GrowthLowSt. Louis, MO2026-10-13
RCS Financial Planning, LLC
6,584$205.6K0.1%ETFMediumAnnapolis, MD2026-10-14
Visionary Wealth Advisors
6,492$202.7K0.0%ETFLowO'Fallon, IL2026-11-04
EverSource Wealth Advisors, LLC
6,238$194.8K0.0%CoreMediumBirmingham, AL2026-11-04
Latitude Advisors, LLC
2,888$90.2K0.0%ETFLowYorkville, IL2026-10-27
TD Waterhouse Canada Inc.
2,150$67.4K0.0%CoreLowToronto, Australia2026-10-16
Lloyd Advisory Services, Llc.
1,421$44.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Vermillion Wealth Management, Inc.
980$30.6K0.0%ValueLowRosemount, MN2026-10-26
Yankcom Partnership
744$23.2K0.0%CoreVery LowYankton, SD2026-10-15
Harbor Investment Advisory, LLC
649$20.3K0.0%GrowthLowLutherville, MD2026-10-13
Beacon Investment Advisory Services, Inc.
606$18.9K0.0%GrowthLowMorristown, NJ2026-10-13
Key Capital Management, Inc
342$10.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Lanark Financial, Inc.
251$7.8K0.0%CoreMediumBirmingham, AL2026-10-26
Advocate Investing Services LLC
175$5.5K0.0%ETFLowWoodbine, MD2026-10-26
Montgomery Financial Services LLC
142$4.4K0.0%ETFN/AOcean City, MD2026-11-03
Compass Financial Management LLC
94$2.9K0.0%CoreN/ATampa, FL2026-10-30
SJS Investment Consulting Inc.
91$2.8K0.0%ETFVery LowSylvania, OH2026-10-26
Cullen T Bankers, Inc.
76$2.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Atlantic Edge Private Wealth Management, LLC
75$2.3K0.0%CoreLowJacksonville, FL2026-10-20
Kingdom Financial Group Llc.
70$2.2K0.0%ETFMediumPeoria, AZ2026-11-04
United Financial Planning Group LLC
67$2.1K0.0%ETFHighHauppauge, NY2026-11-04
Essential Partners LLC
65$2.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Team Financial Group, LLC
61$1.9K0.0%ETFLowTemecula, CA2026-10-30
Horizon Financial Services, LLC
44$1.4K0.0%ETFLowWinston Salem, NC2026-11-04
IFS Advisors, LLC
30$9360.0%ETFLowOverland Park, KS2026-10-14
Lynch Investment Planning, LLC
28$8740.0%ETFLowNewtown Square, PA2026-10-27
Gilpin Wealth Management, LLC
25$7810.0%GrowthLowDenver, CO2026-10-09