IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares US Consumer Staples (IYK)

CUSIP: 464287812 | NYSE | 819 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Sagespring Wealth Partners, LLC827,040
0.9% of portfolio›$58.5M
OpenArc Corporate Advisory, LLC788,812
0.6% of portfolio›$55.8M
Commonwealth Equity Services, LLC171,674
0.0% of portfolio›$12.1M
Cambridge Investment Research Advisors, Inc.166,824
0.0% of portfolio›$11.8K
MGO One Seven LLC122,820
0.1% of portfolio›$8.7M
Key Client Fiduciary Advisors, LLC118,712
2.3% of portfolio›$8.4M
Unique Wealth, LLC103,260
0.8% of portfolio›$7.3M
WealthSpring Partners, LLC65,026
4.9% of portfolio›$4.6M
Centerline Wealth Advisors, LLC45,286
1.0% of portfolio›$3.2M
First Citizens Financial Corp38,008
1.1% of portfolio›$2.7M
Thrivent Financial for Lutherans36,491
0.0% of portfolio›$2.6M
Madison Park Capital Advisors, LLC31,749
1.4% of portfolio›$2.2M
Kestra Advisory Services, LLC30,805
0.0% of portfolio›$2.2M
Signal Advisors Wealth, LLC28,749
0.1% of portfolio›$2.0M
Consolidated Investment Group LLC27,900
0.2% of portfolio›$2.0M
R2 Capital Strategies, LLC24,511
0.7% of portfolio›$1.7M
Matthew Goff Investment Advisor, LLC24,384
0.3% of portfolio›$1.7M
Penobscot Wealth Management24,201
0.4% of portfolio›$1.7M
SFI Advisors, LLC23,661
1.4% of portfolio›$1.7M
Fifth Third Bancorp23,386
0.0% of portfolio›$1.7M
WealthCare Investment Partners, LLC23,200
0.4% of portfolio›$1.6M
Stone Wealth Partners23,160
0.6% of portfolio›$1.7M
B. Riley Wealth Advisors, Inc.22,014
0.1% of portfolio›$1.6M
S&A Financial Services, Inc.20,192
0.9% of portfolio›$1.4M
Sovran Advisors, LLC19,475
0.1% of portfolio›$1.5M
Concurrent Investment Advisors, LLC19,429
0.0% of portfolio›$1.4M
Comprehensive Wealth Management, LLC18,807
0.6% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC16,898
0.0% of portfolio›$1.2M
TritonPoint Partners, LLC16,469
0.2% of portfolio›$1.2M
Cyndeo Wealth Partners, LLC14,341
0.0% of portfolio›$1.0M
Atria Investments, Inc14,147
0.0% of portfolio›$1.0M
Asset One Wealth Management LLC12,690
0.1% of portfolio›$897.6K
Lakeshore Capital Group, Inc.12,019
0.5% of portfolio›$850.1K
Bank of New York Mellon Corp11,665
0.0% of portfolio›$825.1K
NTV Asset Management LLC11,590
0.1% of portfolio›$819.8K
Creative Planning11,057
0.0% of portfolio›$782.1K
Creative Financial Designs Inc10,980
0.0% of portfolio›$776.6K
Partners Wealth Management, LLC10,313
0.1% of portfolio›$729.4K
GFS Advisors, LLC10,100
0.1% of portfolio›$714.0K
Essex LLC10,084
0.1% of portfolio›$713.2K
Prospera Financial Services Inc9,063
0.0% of portfolio›$707.2K
Moneco Advisors, LLC9,046
0.0% of portfolio›$639.9K
BCS Wealth Management9,000
0.1% of portfolio›$636.6K
Perigon Wealth Management, LLC7,816
0.0% of portfolio›$552.8K
Virtue Capital Management, LLC7,629
0.1% of portfolio›$539.6K
Patriot Investment Management Group, Inc.7,444
0.0% of portfolio›$526.5K
Davenport & Co LLC6,931
0.0% of portfolio›$490.2K
Blankinship & Foster, LLC6,296
0.1% of portfolio›$445.3K
Ferguson Wellman Capital Management, Inc5,885
0.0% of portfolio›$416.2K
Traveka Wealth, LLC5,834
0.1% of portfolio›$412.6K
Cottonwood Capital Advisors, LLC5,723
0.2% of portfolio›$404.8K
Accel Wealth Management5,716
0.1% of portfolio›$404.3K
Glenview Trust Co5,592
0.0% of portfolio›$395.5K
Brookstone Capital Management5,492
0.0% of portfolio›$388.4K
SAX Wealth Advisors, LLC5,271
0.0% of portfolio›$372.8K
Fairvoy Private Wealth, LLC5,196
0.1% of portfolio›$367.5K
Greenleaf Trust4,983
0.0% of portfolio›$352.4K
Beacon Financial Advisory LLC4,916
0.1% of portfolio›$347.7K
PUREfi Wealth, LLC4,899
0.2% of portfolio›$346.5K
Graves Light Lenhart Wealth, Inc.4,851
0.0% of portfolio›$343.1K
Retirement Planning Group, LLC4,658
0.0% of portfolio›$329.5K
Smith Chas P & Associates PA Cpas4,637
0.0% of portfolio›$358.0K
CoreCap Advisors, LLC4,542
0.0% of portfolio›$321.3K
Cordatus Wealth Management LLC4,233
0.1% of portfolio›$299.4K
Targeted Financial Services LLC4,156
0.2% of portfolio›$294.0K
Odyssey Capital Advisors, Inc.4,016
0.2% of portfolio›$284.0K
Kestra Private Wealth Services, LLC3,994
0.0% of portfolio›$282.5K
StoneX Group Inc.3,940
0.0% of portfolio›$292.8K
Sonata Capital Group Inc3,927
0.1% of portfolio›$277.8K
Mlp3, LLC3,855
0.2% of portfolio›$272.7K
Compass Financial Management LLC3,534
0.0% of portfolio›$250.0K
Patten & Patten Inc3,512
0.0% of portfolio›$248.4K
Apollon Wealth Management, LLC3,507
0.0% of portfolio›$248.1K
Cassaday & Co Wealth Management LLC3,500
0.0% of portfolio›$247.6K
Atlas Private Wealth Advisors3,386
0.1% of portfolio›$239.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,364
0.0% of portfolio›$238.0K
Bailard, Inc.3,350
0.0% of portfolio›$236.9K
High Point Wealth Management, LLC3,317
0.2% of portfolio›$234.6K
Diversified Enterprises, LLC3,299
0.0% of portfolio›$233.3K
Schmidt P J Investment Management Inc3,284
0.0% of portfolio›$232.3K
Sigma Planning Corp3,073
0.0% of portfolio›$217.4K
Truist Financial Corp3,042
0.0% of portfolio›$215.2K
Delta Capital Management LLC3,000
0.0% of portfolio›$212
Independent Financial Group, LLC2,983
0.0% of portfolio›$211.0K
Center for Wealth Management Advisory2,977
0.1% of portfolio›$210.6K
Commonwealth Retirement Investments LLC2,924
0.1% of portfolio›$206.8K
Redw Wealth LLC2,920
0.1% of portfolio›$206.6K
Farther Finance Advisors, LLC2,802
0.0% of portfolio›$198.2K
Canvas Wealth Advisors, LLC2,688
0.0% of portfolio›$207.5K
Montag A & Associates Inc2,250
0.0% of portfolio›$159.1K
Citigroup Inc2,232
0.0% of portfolio›$157.9K
Adirondack Trust Co2,144
0.0% of portfolio›$151.6K
IFP Advisors, Inc1,829
0.0% of portfolio›$129.4K
Bayban1,750
0.1% of portfolio›$127.2K
Steph & Co1,530
0.0% of portfolio›$108.2K
Capital Investment Advisory Services, LLC1,370
0.0% of portfolio›$96.9K
Parallel Advisors, LLC1,350
0.0% of portfolio›$95.5K
Hazlett, Burt & Watson, Inc.1,260
0.1% of portfolio›$89.0K
Archer Investment Corp1,246
0.0% of portfolio›$88.1K
Laurel Wealth Advisors LLC1,210
0.0% of portfolio›$85.6K
Spire Wealth Management1,128
0.0% of portfolio›$79.8K
Atlantic Edge Private Wealth Management, LLC1,110
0.0% of portfolio›$78.5K
Quest 10 Wealth Builders, Inc.1,023
0.1% of portfolio›$72.4K
Ashton Thomas Private Wealth, LLC974
0.0% of portfolio›$68.9K
Signature Resources Capital Management, LLC834
0.0% of portfolio›$59.0K
Davis Capital Management732
0.0% of portfolio›$51.8K
SYM Financial Corp690
0.0% of portfolio›$48.8K
First Horizon Corp627
0.0% of portfolio›$44.3K
Latitude Advisors, LLC585
0.0% of portfolio›$41.4K
TD Waterhouse Canada Inc.552
0.0% of portfolio›$39.0K
Glass Jacobson Investment Advisors llc534
0.0% of portfolio›$37.7K
Physician Wealth Advisors, Inc.496
0.0% of portfolio›$35.1K
Lanark Financial, Inc.465
0.0% of portfolio›$32.9K
Assetmark, Inc462
0.0% of portfolio›$32.7K
CX Institutional444
0.0% of portfolio›$31
Manchester Capital Management LLC441
0.0% of portfolio›$31.2K
Bangor Savings Bank408
0.0% of portfolio›$28.9K
Parkside Financial Bank & Trust406
0.0% of portfolio›$28.7K
Key Capital Management, Inc360
0.0% of portfolio›$25.5K
Piscataqua Savings Bank300
0.0% of portfolio›$21.2K
Central Trust Co270
0.0% of portfolio›$19.1K
Pinnacle Wealth Planning Services, Inc.249
0.0% of portfolio›$17.6K
Country Trust Bank240
0.0% of portfolio›$17.0K
Buck Wealth Strategies, LLC237
0.0% of portfolio›$16.8K
Tradewinds Capital Management, LLC204
0.0% of portfolio›$14.4K
Armstrong Advisory Group, Inc184
0.0% of portfolio›$13.0K
Private Trust Co NA150
0.0% of portfolio›$10.6K
EverSource Wealth Advisors, LLC137
0.0% of portfolio›$9.7K
Signaturefd, LLC136
0.0% of portfolio›$9.6K
Olistico Wealth, LLC120
0.0% of portfolio›$8.5K
Asset Dedication, LLC107
0.0% of portfolio›$7.6K
First Pacific Financial93
0.0% of portfolio›$6.6K
US Bancorp \de\91
0.0% of portfolio›$6.4K
Rachor Investment Advisory Services, LLC71
0.0% of portfolio›$5.0K
Concord Wealth Partners70
0.0% of portfolio›$4.9K
Triumph Capital Management64
0.0% of portfolio›$4.5K
Main Street Group, LTD51
0.0% of portfolio›$3.6K
EPG Wealth Management LLC45
0.0% of portfolio›$3.2K
Evermay Wealth Management LLC42
0.0% of portfolio›$3.0K
Covestor Ltd30
0.0% of portfolio›$2
Gamma Investing LLC27
0.0% of portfolio›$1.9K
Oakworth Capital, Inc.21
0.0% of portfolio›$1.5K
Fairscale Capital, LLC12
0.0% of portfolio›$936
Valley Wealth Managers, Inc.1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Sagespring Wealth Partners, LLC
827,040$58.5M0.9%ETFLowFranklin, TN2026-10-22
OpenArc Corporate Advisory, LLC
788,812$55.8M0.6%GrowthLowAtlanta, GA2026-10-21
Commonwealth Equity Services, LLC
171,674$12.1M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
166,824$11.8K0.0%ETFLowFairfield, IA2026-11-02
MGO One Seven LLC
122,820$8.7M0.1%GrowthLowBeachwood, OH2026-10-28
Key Client Fiduciary Advisors, LLC
118,712$8.4M2.3%ValueMediumFairfield, NJ2026-10-19
Unique Wealth, LLC
103,260$7.3M0.8%ETFMediumTampa, FL2026-10-16
WealthSpring Partners, LLC
65,026$4.6M4.9%ETFLowLong Beach, CA2026-10-14
Centerline Wealth Advisors, LLC
45,286$3.2M1.0%ETFHighLouisville, KY2026-10-15
First Citizens Financial Corp
38,008$2.7M1.1%ETFLowMason City, IA2026-10-02
Thrivent Financial for Lutherans
36,491$2.6M0.0%GARPMediumMinneapolis, MN2026-11-05
Madison Park Capital Advisors, LLC
31,749$2.2M1.4%ETFMediumSeattle, WA2026-10-28
Kestra Advisory Services, LLC
30,805$2.2M0.0%CoreLowAustin, TX2026-11-02
Signal Advisors Wealth, LLC
28,749$2.0M0.1%ETFLowDetroit, MI2026-10-13
Consolidated Investment Group LLC
27,900$2.0M0.2%GrowthVery LowEnglewood, CO2026-11-04
R2 Capital Strategies, LLC
24,511$1.7M0.7%ETFN/ALincoln, NE2026-10-15
Matthew Goff Investment Advisor, LLC
24,384$1.7M0.3%CoreMediumHouston, TX2026-10-13
Penobscot Wealth Management
24,201$1.7M0.4%ETFVery LowPortland, ME2026-10-21
SFI Advisors, LLC
23,661$1.7M1.4%ETFLowMontclair, NJ2026-10-30
Fifth Third Bancorp
23,386$1.7M0.0%IndexVery LowCincinnati, OH2026-11-05
WealthCare Investment Partners, LLC
23,200$1.6M0.4%ETFLowPortsmouth, RI2026-11-05
Stone Wealth Partners
23,160$1.7M0.6%ETFLowJefferson, LA2026-11-05
B. Riley Wealth Advisors, Inc.
22,014$1.6M0.1%GrowthLowMemphis, TN2026-10-13
S&A Financial Services, Inc.
20,192$1.4M0.9%ETFN/AOverland Park, KS2026-11-03
Sovran Advisors, LLC
19,475$1.5M0.1%ETFMediumSan Diego, CA2026-11-02
Concurrent Investment Advisors, LLC
19,429$1.4M0.0%GrowthMediumTampa, FL2026-10-16
Comprehensive Wealth Management, LLC
18,807$1.3M0.6%ETFMediumLynnwood, WA2026-11-02
Wealth Enhancement Advisory Services, LLC
16,898$1.2M0.0%CoreLowPlymouth, MN2026-10-13
TritonPoint Partners, LLC
16,469$1.2M0.2%CoreMediumChevy Chase, MD2026-11-05
Cyndeo Wealth Partners, LLC
14,341$1.0M0.0%CoreMediumSt. Petersburg, FL2026-10-16
Atria Investments, Inc
14,147$1.0M0.0%CoreMediumCharlotte, NC2026-10-15
Asset One Wealth Management LLC
12,690$897.6K0.1%GrowthLowBellevue, WA2026-11-02
Lakeshore Capital Group, Inc.
12,019$850.1K0.5%CoreVery LowRolling Meadows, IL2026-10-20
Bank of New York Mellon Corp
11,665$825.1K0.0%CoreLowNew York, NY2026-11-05
NTV Asset Management LLC
11,590$819.8K0.1%GrowthLowCharleston, WV2026-10-23
Creative Planning
11,057$782.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Creative Financial Designs Inc
10,980$776.6K0.0%ETFMediumKokomo, IN2026-11-04
Partners Wealth Management, LLC
10,313$729.4K0.1%CoreLowCarmel By The Sea, CA2026-10-28
GFS Advisors, LLC
10,100$714.0K0.1%CoreLowHouston, TX2026-11-03
Essex LLC
10,084$713.2K0.1%ETFLowDeer Park, IL2026-10-14
Prospera Financial Services Inc
9,063$707.2K0.0%CoreMediumDallas, TX2026-11-04
Moneco Advisors, LLC
9,046$639.9K0.0%ETFLowFairfield, CT2026-11-05
BCS Wealth Management
9,000$636.6K0.1%ETFVery LowJohnson City, TN2026-11-03
Perigon Wealth Management, LLC
7,816$552.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Virtue Capital Management, LLC
7,629$539.6K0.1%GrowthHighBrentwood, TN2026-10-29
Patriot Investment Management Group, Inc.
7,444$526.5K0.0%ETFVery LowKnoxville, TN2026-10-15
Davenport & Co LLC
6,931$490.2K0.0%CoreMediumRichmond, VA2026-10-14
Blankinship & Foster, LLC
6,296$445.3K0.1%ETFVery LowSolana Beach, CA2026-10-19
Ferguson Wellman Capital Management, Inc
5,885$416.2K0.0%CoreLowPortland, OR2026-10-05
Traveka Wealth, LLC
5,834$412.6K0.1%ETFLowLos Altos, CA2026-10-19
Cottonwood Capital Advisors, LLC
5,723$404.8K0.2%ETFVery LowSalt Lake City, UT2026-10-20
Accel Wealth Management
5,716$404.3K0.1%ETFLowWaverly, IA2026-10-13
Glenview Trust Co
5,592$395.5K0.0%GrowthVery LowLouisville, KY2026-10-28
Brookstone Capital Management
5,492$388.4K0.0%ETFMediumWheaton, IL2026-10-22
SAX Wealth Advisors, LLC
5,271$372.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Fairvoy Private Wealth, LLC
5,196$367.5K0.1%GrowthMediumBirmingham, AL2026-10-19
Greenleaf Trust
4,983$352.4K0.0%CoreLowKalamazoo, MI2026-10-29
Beacon Financial Advisory LLC
4,916$347.7K0.1%ETFLowCleveland, OH2026-10-16
PUREfi Wealth, LLC
4,899$346.5K0.2%GrowthMediumBoston, MA2026-10-19
Graves Light Lenhart Wealth, Inc.
4,851$343.1K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Retirement Planning Group, LLC
4,658$329.5K0.0%ETFVery LowLeawood, KS2026-10-19
Smith Chas P & Associates PA Cpas
4,637$358.0K0.0%CoreVery LowLakeland, FL2026-10-22
CoreCap Advisors, LLC
4,542$321.3K0.0%ETFMediumSouthfield, MI2026-10-08
Cordatus Wealth Management LLC
4,233$299.4K0.1%GrowthMediumNewtown, PA2026-10-19
Targeted Financial Services LLC
4,156$294.0K0.2%ETFLowSeminole, FL2026-10-19
Odyssey Capital Advisors, Inc.
4,016$284.0K0.2%ETFLowBala Cynwyd, PA2026-10-26
Kestra Private Wealth Services, LLC
3,994$282.5K0.0%GrowthLowAustin, TX2026-10-30
StoneX Group Inc.
3,940$292.8K0.0%ETFMediumNew York, NY2026-11-03
Sonata Capital Group Inc
3,927$277.8K0.1%ETFVery LowSeattle, WA2026-10-19
Mlp3, LLC
3,855$272.7K0.2%CoreVery LowLinwood, NJ2026-10-22
Compass Financial Management LLC
3,534$250.0K0.0%CoreN/ATampa, FL2026-10-30
Patten & Patten Inc
3,512$248.4K0.0%CoreLowChattanooga, TN2026-10-26
Apollon Wealth Management, LLC
3,507$248.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Cassaday & Co Wealth Management LLC
3,500$247.6K0.0%ETFVery LowMclean, VA2026-10-27
Atlas Private Wealth Advisors
3,386$239.5K0.1%ETFLowRed Bank, NJ2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,364$238.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Bailard, Inc.
3,350$236.9K0.0%GrowthMediumFoster City, CA2026-10-13
High Point Wealth Management, LLC
3,317$234.6K0.2%ETFLowChester, NJ2026-11-05
Diversified Enterprises, LLC
3,299$233.3K0.0%ETFVery LowWilmington, DE2026-10-19
Schmidt P J Investment Management Inc
3,284$232.3K0.0%GrowthVery LowCedarburg, WI2026-11-02
Sigma Planning Corp
3,073$217.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Truist Financial Corp
3,042$215.2K0.0%CoreLowCharlotte, NC2026-10-30
Delta Capital Management LLC
3,000$2120.0%CoreLowRed Bank, NJ2026-10-16
Independent Financial Group, LLC
2,983$211.0K0.0%GrowthLowSan Diego, CA2026-10-13
Center for Wealth Management Advisory
2,977$210.6K0.1%CoreMediumMilford, OH2026-10-23
Commonwealth Retirement Investments LLC
2,924$206.8K0.1%CoreMediumRichmond, VA2026-10-26
Redw Wealth LLC
2,920$206.6K0.1%ETFLowAlbuquerque, NM2026-11-02
Farther Finance Advisors, LLC
2,802$198.2K0.0%IndexLowSan Francisco, CA2026-10-08
Canvas Wealth Advisors, LLC
2,688$207.5K0.0%GrowthLowShawnee, KS2026-11-02
Montag A & Associates Inc
2,250$159.1K0.0%CoreLowAtlanta, GA2026-10-29
Citigroup Inc
2,232$157.9K0.0%CoreMediumNew York, NY2026-11-04
Adirondack Trust Co
2,144$151.6K0.0%GrowthLowSaratoga Springs, NY2026-10-14
IFP Advisors, Inc
1,829$129.4K0.0%GrowthLowTampa, FL2026-10-16
Bayban
1,750$127.2K0.1%ValueLowBayport, MN2026-11-05
Steph & Co
1,530$108.2K0.0%ETFLowMarinette, WI2026-10-07
Capital Investment Advisory Services, LLC
1,370$96.9K0.0%CoreMediumRaleigh, NC2026-10-30
Parallel Advisors, LLC
1,350$95.5K0.0%IndexLowSan Francisco, CA2026-11-03
Hazlett, Burt & Watson, Inc.
1,260$89.0K0.1%CoreVery LowWheeling, WV2026-11-04
Archer Investment Corp
1,246$88.1K0.0%CoreMediumCarmel, IN2026-11-05
Laurel Wealth Advisors LLC
1,210$85.6K0.0%CoreVery LowCharlotte, NC2026-10-27
Spire Wealth Management
1,128$79.8K0.0%GrowthMediumMclean, VA2026-10-30
Atlantic Edge Private Wealth Management, LLC
1,110$78.5K0.0%CoreLowJacksonville, FL2026-10-20
Quest 10 Wealth Builders, Inc.
1,023$72.4K0.1%ETFLowFuquay-Varina, VA2026-11-02
Ashton Thomas Private Wealth, LLC
974$68.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Signature Resources Capital Management, LLC
834$59.0K0.0%ETFLowNewport Beach, CA2026-10-16
Davis Capital Management
732$51.8K0.0%CoreLowJacksonville, FL2026-10-08
SYM Financial Corp
690$48.8K0.0%ETFVery LowWinona Lake, IN2026-10-26
First Horizon Corp
627$44.3K0.0%CoreLowMemphis, TN2026-10-26
Latitude Advisors, LLC
585$41.4K0.0%ETFLowYorkville, IL2026-10-27
TD Waterhouse Canada Inc.
552$39.0K0.0%CoreLowToronto, Australia2026-10-16
Glass Jacobson Investment Advisors llc
534$37.7K0.0%ETFLowOwings Mills, MD2026-10-26
Physician Wealth Advisors, Inc.
496$35.1K0.0%ETFMediumMidvale, UT2026-10-20
Lanark Financial, Inc.
465$32.9K0.0%CoreMediumBirmingham, AL2026-10-26
Assetmark, Inc
462$32.7K0.0%ETFLowConcord, CA2026-10-21
CX Institutional
444$310.0%CoreMediumAuburn, IN2026-10-02
Manchester Capital Management LLC
441$31.2K0.0%CoreLowManchester, VT2026-10-22
Bangor Savings Bank
408$28.9K0.0%ETFLowBangor, ME2026-10-06
Parkside Financial Bank & Trust
406$28.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Key Capital Management, Inc
360$25.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Piscataqua Savings Bank
300$21.2K0.0%CoreVery LowPortsmouth, NH2026-10-21
Central Trust Co
270$19.1K0.0%CoreLowJefferson City, MO2026-11-05
Pinnacle Wealth Planning Services, Inc.
249$17.6K0.0%GARPLowMansfield, OH2026-10-27
Country Trust Bank
240$17.0K0.0%GrowthLowBloomington, IL2026-10-30
Buck Wealth Strategies, LLC
237$16.8K0.0%ValueMediumDenver, CO2026-10-28
Tradewinds Capital Management, LLC
204$14.4K0.0%ETFVery HighBellingham, WA2026-10-23
Armstrong Advisory Group, Inc
184$13.0K0.0%ETFHighNeedham, MA2026-10-09
Private Trust Co NA
150$10.6K0.0%CoreLowCleveland, OH2026-10-20
EverSource Wealth Advisors, LLC
137$9.7K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
136$9.6K0.0%IndexLowAtlanta, GA2026-10-23
Olistico Wealth, LLC
120$8.5K0.0%GrowthVery LowTulsa, OK2026-10-05
Asset Dedication, LLC
107$7.6K0.0%ETFLowSan Francisco, CA2026-11-03
First Pacific Financial
93$6.6K0.0%ETFLowVancouver, WA2026-10-14
US Bancorp \de\
91$6.4K0.0%IndexLowMinneapolis, MN2026-11-05
Rachor Investment Advisory Services, LLC
71$5.0K0.0%ETFVery LowLinden, MI2026-10-29
Concord Wealth Partners
70$4.9K0.0%GrowthLowAbingdon, VA2026-11-02
Triumph Capital Management
64$4.5K0.0%ETFMediumDenver, CO2026-10-14
Main Street Group, LTD
51$3.6K0.0%ETFMediumGlen Allen, VA2026-10-28
EPG Wealth Management LLC
45$3.2K0.0%GrowthLowAtlanta, GA2026-11-03
Evermay Wealth Management LLC
42$3.0K0.0%ETFLowArlington, VA2026-11-05
Covestor Ltd
30$20.0%ValueHighLondon, United Kingdom2026-10-30
Gamma Investing LLC
27$1.9K0.0%IndexVery LowFoster City, CA2026-10-08
Oakworth Capital, Inc.
21$1.5K0.0%ETFLowBirmingham, AL2026-10-26
Fairscale Capital, LLC
12$9360.0%GrowthVery LowNashua, NH2026-11-04
Valley Wealth Managers, Inc.
1$460.0%GARPMediumParamus, NJ2026-10-09