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Ishares Intermediate Governm (GVI)

CUSIP: 464288612 | NYSE | 822 institutional holders

Quarters

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

Eastern Bank1,569,378
2.5% of portfolio›$161.8M
Midwest Trust Co1,401,736
1.6% of portfolio›$144.5M
Fifth Third Bancorp1,049,893
0.2% of portfolio›$108.2M
Keybank National Association991,871
0.3% of portfolio›$102.2M
First Citizens Bank & Trust Co844,528
1.3% of portfolio›$87.0M
Bank of New York Mellon Corp751,574
0.0% of portfolio›$77.5M
TCV Trust & Wealth Management, Inc.486,535
3.9% of portfolio›$50.1M
DT Investment Partners, LLC478,043
3.6% of portfolio›$49.3M
Oarsman Capital, Inc.296,616
3.1% of portfolio›$30.6M
New York Life Investment Management LLC286,461
0.2% of portfolio›$29.5M
Southern Michigan Bank & Trust284,359
10.5% of portfolio›$29.3M
US Bancorp \de\244,909
0.0% of portfolio›$25.2M
Washington Trust Co168,583
0.5% of portfolio›$17.4M
Badgley Phelps Wealth Managers, LLC151,411
0.3% of portfolio›$15.6M
Greenwood Capital Associates LLC144,543
1.5% of portfolio›$14.9M
Bokf, NA139,273
0.2% of portfolio›$14.4M
Cambridge Investment Research Advisors, Inc.130,300
0.0% of portfolio›$13.4K
Ferguson Wellman Capital Management, Inc115,736
0.1% of portfolio›$11.9M
Greenleaf Trust112,995
0.1% of portfolio›$11.6M
Sepio Capital, LP108,869
0.4% of portfolio›$11.2M
Community Financial Services Group, LLC106,443
1.7% of portfolio›$11.0M
Davenport & Co LLC97,803
0.1% of portfolio›$10.1M
Independent Solutions Wealth Management, LLC92,042
1.2% of portfolio›$9.5M
First National Trust Co87,173
0.3% of portfolio›$9.0M
Gamma Investing LLC84,277
0.3% of portfolio›$8.7M
Atwater Malick LLC69,997
1.6% of portfolio›$7.2M
Truist Financial Corp67,231
0.0% of portfolio›$6.9M
Bryn Mawr Trust Advisors, LLC66,293
0.3% of portfolio›$6.8M
AMG National Trust Bank63,620
0.1% of portfolio›$6.6M
Choreo, LLC61,460
0.1% of portfolio›$6.3M
Isthmus Partners, LLC56,205
0.6% of portfolio›$5.8M
Atria Investments, Inc54,363
0.1% of portfolio›$5.6M
New Hampshire Trust53,997
1.0% of portfolio›$5.6M
Legacy Private Trust Co.52,281
0.3% of portfolio›$5.4M
Union Savings Bank52,121
2.1% of portfolio›$5.4M
Tucker Asset Management LLC51,849
1.3% of portfolio›$5.3M
Trail Ridge Investment Advisors, LLC51,579
2.2% of portfolio›$5.3M
Connecticut Wealth Management, LLC50,513
0.2% of portfolio›$5.2M
Wealth Enhancement Advisory Services, LLC47,118
0.0% of portfolio›$4.9M
Patriot Financial Group Insurance Agency, LLC45,170
0.4% of portfolio›$4.7M
MassMutual Private Wealth & Trust, FSB42,492
0.1% of portfolio›$4.4M
Gilbert Capital Group, Inc.41,110
3.0% of portfolio›$4.2M
UMB Private Wealth Management, LLC38,668
3.9% of portfolio›$4.0M
Wesbanco Bank Inc38,240
0.1% of portfolio›$3.9M
Bank of New Hampshire37,056
0.8% of portfolio›$3.8M
Patten Group, Inc.31,332
0.5% of portfolio›$3.2M
Old National Bancorp31,111
0.1% of portfolio›$3.2M
Parallel Advisors, LLC30,080
0.0% of portfolio›$3.1M
Opal Wealth Advisors, LLC26,112
0.6% of portfolio›$2.7M
Wealthstar Advisors, LLC25,562
0.7% of portfolio›$2.6M
Courier Capital LLC24,957
0.1% of portfolio›$2.6M
Montag A & Associates Inc24,547
0.1% of portfolio›$2.5M
Regions Financial Corp22,886
0.0% of portfolio›$2.4M
Bigelow Investment Advisors, LLC20,672
0.8% of portfolio›$2.1M
Koshinski Asset Management, Inc.20,578
0.1% of portfolio›$2.1M
Unified Investment Management19,566
1.8% of portfolio›$2.0M
Commonwealth Equity Services, LLC19,227
0.0% of portfolio›$2.0M
Vantage Investment Partners, LLC15,249
0.1% of portfolio›$1.6M
First Financial Bank - Trust Division14,338
0.1% of portfolio›$1.5M
Advisor OS, LLC13,329
0.1% of portfolio›$1.4M
Wilmington Savings Fund Society, FSB12,949
0.0% of portfolio›$1.3M
First County Bank12,355
0.6% of portfolio›$1.3M
Citigroup Inc12,049
0.0% of portfolio›$1.2M
Adelphi Trust Co11,956
0.8% of portfolio›$1.2M
Capital Investment Services of America, Inc.11,845
0.1% of portfolio›$1.2M
Mitchell Sinkler & Starr11,425
0.5% of portfolio›$1.2M
Bangor Savings Bank10,463
0.1% of portfolio›$1.1M
Ascent Group, LLC9,581
0.0% of portfolio›$987.5K
Oppenheimer & Co Inc8,399
0.0% of portfolio›$865.7K
Aviance Capital Partners, LLC8,375
0.1% of portfolio›$863.2K
JIM Saulnier & Associates, LLC7,513
0.3% of portfolio›$774.3K
Cypress Capital Group7,500
0.1% of portfolio›$773.0K
Diversified Enterprises, LLC7,018
0.0% of portfolio›$723.3K
James Investment Research, Inc.6,556
0.1% of portfolio›$675.7K
Indiana Trust & Investment Management Co6,452
0.2% of portfolio›$665.0K
Private Trust Co NA6,309
0.1% of portfolio›$650.3K
Citizens Financial Group Inc6,054
0.0% of portfolio›$624.0K
J.W. Cole Advisors, Inc.6,016
0.0% of portfolio›$620.1K
Prospera Financial Services Inc6,002
0.0% of portfolio›$626.9K
Integrated Advisors Network LLC5,633
0.0% of portfolio›$580.6K
Farther Finance Advisors, LLC5,283
0.0% of portfolio›$544.6K
CFS Investment Advisory Services, LLC4,881
0.0% of portfolio›$502.7K
Midland Wealth Advisors, LLC4,838
0.0% of portfolio›$498.7K
High Probability Advisors, LLC4,797
0.1% of portfolio›$494.4K
Ballentine Capital Advisors, Inc4,588
0.2% of portfolio›$472.9K
Concurrent Investment Advisors, LLC4,341
0.0% of portfolio›$447.4K
Security Financial Services, Inc.4,302
0.1% of portfolio›$443.4K
Compass Ion Advisors, LLC4,290
0.0% of portfolio›$442.2K
FC Advisory LLC4,240
0.1% of portfolio›$437.0K
Vise Technologies, Inc.4,025
0.0% of portfolio›$414.9K
NBT Bank, N.A.3,899
0.0% of portfolio›$401.9K
Wedbush Securities Inc3,525
0.0% of portfolio›$363
Sanders Morris Harris LLC3,500
0.0% of portfolio›$361.9K
Donor Advised Charitable Giving, Inc.3,466
0.0% of portfolio›$357.2K
TSA Wealth Managment LLC3,433
0.1% of portfolio›$353.8K
Stonebridge Financial Group, LLC3,407
0.0% of portfolio›$351.2K
Cassia Capital Partners, LLC3,403
0.2% of portfolio›$353.3K
Creative Planning3,186
0.0% of portfolio›$328.4K
Simplicity Wealth,LLC3,112
0.0% of portfolio›$320.8K
Stewardship Advisors, LLC3,082
0.1% of portfolio›$317.7K
ZWJ Investment Counsel Inc3,006
0.0% of portfolio›$309.8K
Renasant Bank3,000
0.2% of portfolio›$309.2K
Hoge Financial Services, LLC2,898
0.1% of portfolio›$298.7K
True Link Financial Advisors, LLC2,874
0.0% of portfolio›$296.2K
Horst & Graben Wealth Management LLC2,843
0.0% of portfolio›$293.0K
Guidance Capital, Inc2,820
0.1% of portfolio›$293.5K
Tactive Advisors, LLC2,645
0.1% of portfolio›$272.6K
StoneX Group Inc.2,341
0.0% of portfolio›$246.0K
Mission Wealth Management, LP2,247
0.0% of portfolio›$231.6K
Clark Asset Management, LLC2,242
0.0% of portfolio›$231.1K
First Merchants Corp2,238
0.0% of portfolio›$230.7K
D.A. Davidson & Co.2,222
0.0% of portfolio›$229.0K
Alternative Investment Advisors, Llc.2,145
0.1% of portfolio›$221.1K
TD Private Client Wealth LLC2,121
0.0% of portfolio›$218.6K
TFC Financial Management, Inc.1,443
0.0% of portfolio›$148.7K
Kennebec Savings Bank1,324
0.1% of portfolio›$136.5K
Ashton Thomas Private Wealth, LLC940
0.0% of portfolio›$96.9K
Phillips Financial Management, LLC864
0.0% of portfolio›$89.1K
Richards, Merrill & Peterson, Inc.661
0.0% of portfolio›$68.1K
Assetmark, Inc635
0.0% of portfolio›$65.4K
Mather Group, Llc.608
0.0% of portfolio›$62.7K
Jacobi Capital Management LLC426
0.0% of portfolio›$43.9K
JFS Wealth Advisors, LLC408
0.0% of portfolio›$42.1K
CoreCap Advisors, LLC328
0.0% of portfolio›$33.8K
Armstrong Advisory Group, Inc314
0.0% of portfolio›$32.4K
Compass Financial Management LLC125
0.0% of portfolio›$12.9K
Richardson Financial Services Inc.110
0.0% of portfolio›$11.3K
Capital Advisors, Ltd. LLC102
0.0% of portfolio›$11
Ascentis Independent Advisors100
0.0% of portfolio›$10.4K
IFP Advisors, Inc56
0.0% of portfolio›$5.8K
Caldwell Trust Co40
0.0% of portfolio›$4.1K
EverSource Wealth Advisors, LLC36
0.0% of portfolio›$3.7K
Laurel Wealth Advisors LLC20
0.0% of portfolio›$2.1K
Cape Investment Advisory, Inc.2
0.0% of portfolio›$257
Blueline Advisors LLC0
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Eastern Bank
1,569,378$161.8M2.5%GrowthMediumBoston, MA2026-10-05
Midwest Trust Co
1,401,736$144.5M1.6%CoreLowOverland Park, KS2026-10-22
Fifth Third Bancorp
1,049,893$108.2M0.2%IndexVery LowCincinnati, OH2026-11-05
Keybank National Association
991,871$102.2M0.3%CoreLowBrooklyn, OH2026-11-04
First Citizens Bank & Trust Co
844,528$87.0M1.3%CoreMediumRaleigh, NC2026-10-14
Bank of New York Mellon Corp
751,574$77.5M0.0%CoreLowNew York, NY2026-11-05
TCV Trust & Wealth Management, Inc.
486,535$50.1M3.9%CoreVery LowRichmond, VA2026-10-16
DT Investment Partners, LLC
478,043$49.3M3.6%ETFVery LowChadds Ford, PA2026-10-27
Oarsman Capital, Inc.
296,616$30.6M3.1%ETFLowMilwaukee, WI2026-11-05
New York Life Investment Management LLC
286,461$29.5M0.2%GrowthLowNew York, NY2026-11-04
Southern Michigan Bank & Trust
284,359$29.3M10.5%ETFLowColdwater, MI2026-10-19
US Bancorp \de\
244,909$25.2M0.0%IndexLowMinneapolis, MN2026-11-05
Washington Trust Co
168,583$17.4M0.5%GrowthVery LowWesterly, RI2026-10-22
Badgley Phelps Wealth Managers, LLC
151,411$15.6M0.3%GrowthVery LowSeattle, WA2026-10-22
Greenwood Capital Associates LLC
144,543$14.9M1.5%CoreMediumGreenwood, SC2026-10-27
Bokf, NA
139,273$14.4M0.2%CoreLowTulsa, OK2026-10-27
Cambridge Investment Research Advisors, Inc.
130,300$13.4K0.0%ETFLowFairfield, IA2026-11-02
Ferguson Wellman Capital Management, Inc
115,736$11.9M0.1%CoreLowPortland, OR2026-10-05
Greenleaf Trust
112,995$11.6M0.1%CoreLowKalamazoo, MI2026-10-29
Sepio Capital, LP
108,869$11.2M0.4%ETFLowSalt Lake City, UT2026-10-22
Community Financial Services Group, LLC
106,443$11.0M1.7%GrowthLowNewport, VT2026-10-15
Davenport & Co LLC
97,803$10.1M0.1%CoreMediumRichmond, VA2026-10-14
Independent Solutions Wealth Management, LLC
92,042$9.5M1.2%GrowthLowWilliamsville, NY2026-10-28
First National Trust Co
87,173$9.0M0.3%GrowthLowJohnstown, PA2026-10-28
Gamma Investing LLC
84,277$8.7M0.3%IndexVery LowFoster City, CA2026-10-08
Atwater Malick LLC
69,997$7.2M1.6%CoreLowLancaster, PA2026-10-15
Truist Financial Corp
67,231$6.9M0.0%CoreLowCharlotte, NC2026-10-30
Bryn Mawr Trust Advisors, LLC
66,293$6.8M0.3%CoreLowPhiladelphia, PA2026-11-04
AMG National Trust Bank
63,620$6.6M0.1%ETFLowGreenwood Village, CO2026-11-05
Choreo, LLC
61,460$6.3M0.1%IndexLowRockford, IL2026-10-28
Isthmus Partners, LLC
56,205$5.8M0.6%ValueMediumMadison, WI2026-10-21
Atria Investments, Inc
54,363$5.6M0.1%CoreMediumCharlotte, NC2026-10-15
New Hampshire Trust
53,997$5.6M1.0%CoreLowConcord, NH2026-10-20
Legacy Private Trust Co.
52,281$5.4M0.3%ETFLowNeenah, WI2026-10-06
Union Savings Bank
52,121$5.4M2.1%CoreLowLitchfield, CT2026-10-14
Tucker Asset Management LLC
51,849$5.3M1.3%ETFMediumLittleton, CO2026-10-29
Trail Ridge Investment Advisors, LLC
51,579$5.3M2.2%CoreLowFort Collins, CO2026-10-16
Connecticut Wealth Management, LLC
50,513$5.2M0.2%ETFLowFarmington, CT2026-10-13
Wealth Enhancement Advisory Services, LLC
47,118$4.9M0.0%CoreLowPlymouth, MN2026-10-13
Patriot Financial Group Insurance Agency, LLC
45,170$4.7M0.4%GrowthLowWalpole, MA2026-10-14
MassMutual Private Wealth & Trust, FSB
42,492$4.4M0.1%CoreLowSpringfield, MA2026-10-05
Gilbert Capital Group, Inc.
41,110$4.2M3.0%ETFHighNorth Yarmouth, ME2026-10-28
UMB Private Wealth Management, LLC
38,668$4.0M3.9%GrowthN/AKansas City, MO2026-10-19
Wesbanco Bank Inc
38,240$3.9M0.1%CoreLowWheeling, WV2026-11-04
Bank of New Hampshire
37,056$3.8M0.8%CoreLowLaconia, NH2026-10-06
Patten Group, Inc.
31,332$3.2M0.5%CoreLowChattanooga, TN2026-10-26
Old National Bancorp
31,111$3.2M0.1%CoreLowEvansville, IN2026-10-20
Parallel Advisors, LLC
30,080$3.1M0.0%IndexLowSan Francisco, CA2026-11-03
Opal Wealth Advisors, LLC
26,112$2.7M0.6%ETFLowJericho, NY2026-10-16
Wealthstar Advisors, LLC
25,562$2.6M0.7%ETFMediumPlano, TX2026-10-19
Courier Capital LLC
24,957$2.6M0.1%ETFLowBuffalo, NY2026-10-19
Montag A & Associates Inc
24,547$2.5M0.1%CoreLowAtlanta, GA2026-10-29
Regions Financial Corp
22,886$2.4M0.0%CoreLowBirmingham, AL2026-11-05
Bigelow Investment Advisors, LLC
20,672$2.1M0.8%ETFLowPortland, ME2026-10-13
Koshinski Asset Management, Inc.
20,578$2.1M0.1%ETFLowDecatur, IL2026-10-29
Unified Investment Management
19,566$2.0M1.8%CoreLowAtlanta, GA2026-10-14
Commonwealth Equity Services, LLC
19,227$2.0M0.0%ETFLowWaltham, MA2026-11-02
Vantage Investment Partners, LLC
15,249$1.6M0.1%CoreMediumKansas City, MO2026-10-27
First Financial Bank - Trust Division
14,338$1.5M0.1%CoreLowHamilton, OH2026-10-01
Advisor OS, LLC
13,329$1.4M0.1%ETFMediumChicago, IL2026-11-03
Wilmington Savings Fund Society, FSB
12,949$1.3M0.0%CoreLowWilmington, DE2026-10-23
First County Bank
12,355$1.3M0.6%GrowthLowStamford, CT2026-10-13
Citigroup Inc
12,049$1.2M0.0%CoreMediumNew York, NY2026-11-04
Adelphi Trust Co
11,956$1.2M0.8%GrowthLowSaint Petersburg, FL2026-10-05
Capital Investment Services of America, Inc.
11,845$1.2M0.1%GrowthLowMilwaukee, WI2026-11-02
Mitchell Sinkler & Starr
11,425$1.2M0.5%CoreVery LowPhiladelphia, PA2026-10-13
Bangor Savings Bank
10,463$1.1M0.1%ETFLowBangor, ME2026-10-06
Ascent Group, LLC
9,581$987.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Oppenheimer & Co Inc
8,399$865.7K0.0%CoreLowNew York, NY2026-10-26
Aviance Capital Partners, LLC
8,375$863.2K0.1%CoreLowNaples, FL2026-10-29
JIM Saulnier & Associates, LLC
7,513$774.3K0.3%ETFLowFort Collins, CO2026-11-04
Cypress Capital Group
7,500$773.0K0.1%CoreLowPalm Beach, FL2026-11-03
Diversified Enterprises, LLC
7,018$723.3K0.0%ETFVery LowWilmington, DE2026-10-19
James Investment Research, Inc.
6,556$675.7K0.1%CoreLowAlpha, OH2026-10-22
Indiana Trust & Investment Management Co
6,452$665.0K0.2%GrowthLowMishawaka, IN2026-10-22
Private Trust Co NA
6,309$650.3K0.1%CoreLowCleveland, OH2026-10-20
Citizens Financial Group Inc
6,054$624.0K0.0%GrowthLowProvidence, RI2026-10-23
J.W. Cole Advisors, Inc.
6,016$620.1K0.0%IndexLowTampa, FL2026-11-05
Prospera Financial Services Inc
6,002$626.9K0.0%CoreMediumDallas, TX2026-11-04
Integrated Advisors Network LLC
5,633$580.6K0.0%GrowthMediumDallas, TX2026-10-20
Farther Finance Advisors, LLC
5,283$544.6K0.0%IndexLowSan Francisco, CA2026-10-08
CFS Investment Advisory Services, LLC
4,881$502.7K0.0%ETFMediumTotowa, NJ2026-10-19
Midland Wealth Advisors, LLC
4,838$498.7K0.0%ETFLowEffingham, IL2026-10-26
High Probability Advisors, LLC
4,797$494.4K0.1%ETFVery LowPittsford, NY2026-10-19
Ballentine Capital Advisors, Inc
4,588$472.9K0.2%ETFVery LowGreenville, SC2026-10-14
Concurrent Investment Advisors, LLC
4,341$447.4K0.0%GrowthMediumTampa, FL2026-10-16
Security Financial Services, Inc.
4,302$443.4K0.1%ETFMediumFort Wayne, IN2026-10-29
Compass Ion Advisors, LLC
4,290$442.2K0.0%ETFVery LowConshohocken, PA2026-10-23
FC Advisory LLC
4,240$437.0K0.1%ETFVery LowWest Chester, PA2026-10-05
Vise Technologies, Inc.
4,025$414.9K0.0%IndexLowNew York, NY2026-10-29
NBT Bank, N.A.
3,899$401.9K0.0%CoreLowNorwich, NY2026-10-21
Wedbush Securities Inc
3,525$3630.0%CoreLowPasadena, CA2026-10-22
Sanders Morris Harris LLC
3,500$361.9K0.0%GARPLowHouston, TX2026-10-14
Donor Advised Charitable Giving, Inc.
3,466$357.2K0.0%Agg GrowthVery LowLone Tree, CO2026-10-28
TSA Wealth Managment LLC
3,433$353.8K0.1%ETFMediumHouston, TX2026-10-22
Stonebridge Financial Group, LLC
3,407$351.2K0.0%ETFMediumWormleysburg, PA2026-10-01
Cassia Capital Partners, LLC
3,403$353.3K0.2%ETFLowWinston Salem, NC2026-11-04
Creative Planning
3,186$328.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Simplicity Wealth,LLC
3,112$320.8K0.0%ETFLowSummit, NJ2026-10-23
Stewardship Advisors, LLC
3,082$317.7K0.1%ETFMediumMount Joy, PA2026-10-20
ZWJ Investment Counsel Inc
3,006$309.8K0.0%CoreLowAtlanta, GA2026-10-15
Renasant Bank
3,000$309.2K0.2%CoreMediumTupelo, MS2026-11-05
Hoge Financial Services, LLC
2,898$298.7K0.1%ETFVery LowCanonsburg, PA2026-11-05
True Link Financial Advisors, LLC
2,874$296.2K0.0%ETFLowSan Francisco, CA2026-10-27
Horst & Graben Wealth Management LLC
2,843$293.0K0.0%ETFMediumPortland, OR2026-11-02
Guidance Capital, Inc
2,820$293.5K0.1%ETFMediumLousville, KY2026-11-03
Tactive Advisors, LLC
2,645$272.6K0.1%ETFHighJacksonville, FL2026-10-08
StoneX Group Inc.
2,341$246.0K0.0%ETFMediumNew York, NY2026-11-03
Mission Wealth Management, LP
2,247$231.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Clark Asset Management, LLC
2,242$231.1K0.0%ETFVery LowStratham, NH2026-10-19
First Merchants Corp
2,238$230.7K0.0%GrowthLowMuncie, IN2026-10-15
D.A. Davidson & Co.
2,222$229.0K0.0%CoreLowGreat Falls, MT2026-10-28
Alternative Investment Advisors, Llc.
2,145$221.1K0.1%ETFMediumMaitland, FL2026-11-03
TD Private Client Wealth LLC
2,121$218.6K0.0%ETFLowNew York, NY2026-10-28
TFC Financial Management, Inc.
1,443$148.7K0.0%ETFVery LowBoston, MA2026-10-26
Kennebec Savings Bank
1,324$136.5K0.1%CoreLowAugusta, ME2026-10-22
Ashton Thomas Private Wealth, LLC
940$96.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Phillips Financial Management, LLC
864$89.1K0.0%ETFVery LowFort Wayne, IN2026-10-19
Richards, Merrill & Peterson, Inc.
661$68.1K0.0%GrowthLowSpokane, WA2026-10-19
Assetmark, Inc
635$65.4K0.0%ETFLowConcord, CA2026-10-21
Mather Group, Llc.
608$62.7K0.0%ETFMediumChicago, IL2026-10-14
Jacobi Capital Management LLC
426$43.9K0.0%CoreLowPittston, PA2026-11-05
JFS Wealth Advisors, LLC
408$42.1K0.0%ETFVery LowHermitage, PA2026-11-03
CoreCap Advisors, LLC
328$33.8K0.0%ETFMediumSouthfield, MI2026-10-08
Armstrong Advisory Group, Inc
314$32.4K0.0%ETFHighNeedham, MA2026-10-09
Compass Financial Management LLC
125$12.9K0.0%CoreN/ATampa, FL2026-10-30
Richardson Financial Services Inc.
110$11.3K0.0%GrowthMediumMedway, MA2026-10-30
Capital Advisors, Ltd. LLC
102$110.0%ETFLowShaker Heights, OH2026-10-27
Ascentis Independent Advisors
100$10.4K0.0%ETFLowDallas, TX2026-11-03
IFP Advisors, Inc
56$5.8K0.0%GrowthLowTampa, FL2026-10-16
Caldwell Trust Co
40$4.1K0.0%GrowthLowVenice, FL2026-10-30
EverSource Wealth Advisors, LLC
36$3.7K0.0%CoreMediumBirmingham, AL2026-11-04
Laurel Wealth Advisors LLC
20$2.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Cape Investment Advisory, Inc.
2$2570.0%ETFLowMcdonough, GA2026-10-13
Blueline Advisors LLC
0$230.0%ETFLowExeter, NH2026-10-15