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Ishares Core 1-5 Year USD BO (ISTB)

CUSIP: 46432F859 | NYSE | 1126 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC9,503,9338.8%+2,143,254Sep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC9,503,933
8.8% of class · Sep 30, 2026+2,143,254
No 13F filer matched

Institutional Holders — Q3 2026

Triad Wealth Partners, LLC3,045,373
8.0% of portfolio›$143.9M
Apella Capital, LLC1,469,742
0.9% of portfolio›$69.4M
Cahaba Wealth Management, Inc.1,294,988
3.7% of portfolio›$61.2M
LJI Wealth Management, LLC1,273,492
8.5% of portfolio›$60.2M
Townsend & Associates, Inc1,263,483
5.0% of portfolio›$59.8M
Prosperity Planning, Inc.1,164,033
12.2% of portfolio›$55.0M
Financial Solutions Advisory Group, Inc.1,026,026
6.2% of portfolio›$48.6M
MBL Wealth, LLC925,403
2.6% of portfolio›$43.7M
BCM Advisors, LLC621,476
5.7% of portfolio›$29.6M
Courage Miller Partners, LLC607,233
7.6% of portfolio›$28.7M
Pittenger & Anderson Inc600,002
1.0% of portfolio›$28.4M
Hunter Associates Investment Management LLC519,721
0.0% of portfolio›$24.5K
Clear Wave Wealth Management LLC467,695
3.8% of portfolio›$22.1M
Opal Wealth Advisors, LLC445,565
4.4% of portfolio›$21.1M
Trust Point Inc.389,948
1.4% of portfolio›$18.4M
Factor Wealth Management LTD374,794
2.7% of portfolio›$17.7M
Wealth Management Resources, Inc.371,618
5.4% of portfolio›$17.6M
Alexander Randolph Advisory, Inc.359,544
13.6% of portfolio›$17.0M
Omega Financial Group, LLC350,018
5.1% of portfolio›$16.5M
Abundance Wealth Counselors309,421
2.1% of portfolio›$14.6M
Iron Financial LLC308,558
6.1% of portfolio›$14.6M
Fiduciary Advisors, Inc.304,819
9.7% of portfolio›$14.4M
Buttonwood Financial Advisors Inc.270,097
3.9% of portfolio›$12.8M
Keybank National Association269,405
0.0% of portfolio›$12.7M
Ballast Financial Advisors LLC244,700
10.9% of portfolio›$11.6M
Crestwood Advisors Group, LLC244,405
0.2% of portfolio›$11.5M
Fonville Wealth Management LLC228,650
1.6% of portfolio›$10.8M
KFA Private Wealth Group, LLC214,882
2.4% of portfolio›$10.2M
Cambridge Investment Research Advisors, Inc.190,922
0.0% of portfolio›$9.0K
Commonwealth Equity Services, LLC176,335
0.0% of portfolio›$8.3M
Maryland Capital Advisors Inc.176,015
2.6% of portfolio›$8.3M
Washington Trust Bank165,353
0.5% of portfolio›$7.8M
Independence Financial Advisors, LLC159,811
1.9% of portfolio›$7.6M
Hoxton Planning & Management, LLC157,902
1.9% of portfolio›$7.5M
JGP Wealth Management, LLC153,148
0.6% of portfolio›$7.2M
Sterling Investment Advisors LLC151,151
3.1% of portfolio›$7.1M
Townsend Financial Planning, LLC149,848
6.3% of portfolio›$7.1M
Values First Advisors, Inc.148,757
3.3% of portfolio›$7.0M
Wealth Enhancement Advisory Services, LLC146,808
0.0% of portfolio›$6.9M
Creative Planning137,251
0.0% of portfolio›$6.5M
Providence First Trust Co132,838
2.1% of portfolio›$6.3M
Corepath Wealth Partners LLC127,705
4.2% of portfolio›$6.0M
Baker Ellis Asset Management LLC124,790
0.6% of portfolio›$5.9M
Kestra Advisory Services, LLC119,521
0.0% of portfolio›$5.6M
Samalin Investment Counsel, LLC112,604
1.7% of portfolio›$5.3M
AtlasMark Financial, Inc112,033
2.6% of portfolio›$5.3M
eCIO, Inc.109,447
1.8% of portfolio›$5.2M
Gilbert Capital Group, Inc.106,075
3.5% of portfolio›$5.0M
Cranbrook Wealth Management, LLC105,842
0.9% of portfolio›$5.0M
Cannon Financial Strategists, Inc.103,847
0.6% of portfolio›$4.9M
VestGen Advisors, LLC103,478
0.2% of portfolio›$4.9M
CGN Advisors LLC102,265
0.4% of portfolio›$4.8M
Bluestem Financial Advisors, LLC95,317
1.6% of portfolio›$4.5M
Sheets Smith Wealth Management90,747
0.4% of portfolio›$4.3M
Phillips Financial Management, LLC88,614
0.3% of portfolio›$4.2M
City Holding Co84,293
0.4% of portfolio›$4.0M
Peoples Bank75,913
1.7% of portfolio›$3.6M
Mather Group, Llc.75,006
0.0% of portfolio›$3.5M
McClarren Financial Advisors, Inc.74,396
1.8% of portfolio›$3.5M
Prospera Financial Services Inc73,357
0.0% of portfolio›$3.5M
Shepherd Street Advisors LLC67,412
2.7% of portfolio›$3.2M
Arkansas Financial Group, Inc.64,842
0.4% of portfolio›$3.1M
Lineweaver Wealth Advisors, LLC63,773
0.3% of portfolio›$3.0M
Turn8 Private Wealth Inc.59,293
1.9% of portfolio›$2.8M
MKT Advisors LLC57,640
0.9% of portfolio›$2.7M
Wealth Dimensions Group, Ltd.51,783
0.4% of portfolio›$2.4M
Stone House Investment Management, LLC51,672
0.3% of portfolio›$2.4M
Eukles Asset Management49,856
0.9% of portfolio›$2.4M
XY Planning Network, Inc.42,423
0.2% of portfolio›$2.0M
PDS Planning, Inc41,285
0.1% of portfolio›$2.0M
Farther Finance Advisors, LLC37,896
0.0% of portfolio›$1.8M
Vicus Capital35,182
0.1% of portfolio›$1.7M
FC Advisory LLC34,307
0.4% of portfolio›$1.6M
Joseph Group Capital Management29,861
0.3% of portfolio›$1.4M
Retiremitten Financial LLC28,146
0.5% of portfolio›$1.3M
Investment Management Corp27,754
1.0% of portfolio›$1.3M
Stone Summit Wealth LLC26,785
0.3% of portfolio›$1.3M
Quad-Cities Investment Group, LLC24,907
0.4% of portfolio›$1.2M
Lido Advisors, LLC24,426
0.0% of portfolio›$1.2M
Luts & Greenleigh Group, Inc.24,350
0.8% of portfolio›$1.2M
Kestra Private Wealth Services, LLC22,242
0.0% of portfolio›$1.1M
Weaver Consulting Group21,997
0.2% of portfolio›$1.0M
Beacon Hill Wealth Management Ltd.21,371
0.6% of portfolio›$1.0M
Center for Financial Planning, Inc.20,845
0.1% of portfolio›$984.9K
TD Waterhouse Canada Inc.20,456
0.0% of portfolio›$964.5K
Columbus Macro, LLC19,980
0.1% of portfolio›$944.0K
Hill Island Financial LLC19,849
0.2% of portfolio›$937.8K
Opus Capital Group, LLC19,626
0.0% of portfolio›$927
Pine Haven Investment Counsel, Inc19,446
0.6% of portfolio›$918.8K
Flagship Harbor Advisors, LLC18,663
0.0% of portfolio›$881.8K
Parallel Advisors, LLC18,334
0.0% of portfolio›$866.3K
Able Financial Group, LLC17,905
0.1% of portfolio›$846.0K
Shrier Wealth Management, LLC17,546
0.3% of portfolio›$829.0K
Vise Technologies, Inc.17,423
0.0% of portfolio›$823.2K
Park Avenue Securities LLC17,050
0.0% of portfolio›$806
Concurrent Investment Advisors, LLC16,238
0.0% of portfolio›$767.3K
Copper Harbor Investment Advisors, LLC15,982
0.2% of portfolio›$755.1K
First Premier Bank15,668
0.0% of portfolio›$740
PFG Advisors15,584
0.0% of portfolio›$736.3K
Investment Research Partners LLC15,550
0.2% of portfolio›$734.7K
Harmony Asset Management LLC15,125
0.2% of portfolio›$714.7K
McKinley Carter Wealth Services, Inc.14,898
0.0% of portfolio›$703.9K
Level Wealth Management LLC14,806
0.3% of portfolio›$699.6K
Invested Advisors14,151
0.6% of portfolio›$668.6K
Evensky & Katz LLC13,361
0.0% of portfolio›$631
Commonwealth Financial Services, LLC13,255
0.1% of portfolio›$626.3K
M Holdings Securities, Inc.13,120
0.3% of portfolio›$620.0K
Sunburst Financial Group, LLC12,800
0.1% of portfolio›$604.8K
Mine & Arao Wealth Creation & Management, Llc.12,743
0.2% of portfolio›$602.1K
Rooted Wealth Advisors, Inc.12,713
0.2% of portfolio›$613.4K
Dorval Corp12,705
0.2% of portfolio›$600.3K
SigFig Wealth Management, LLC12,074
0.0% of portfolio›$570.5K
Aviance Capital Partners, LLC11,473
0.1% of portfolio›$542.1K
Chicago Partners Investment Group LLC11,369
0.0% of portfolio›$539.4K
Simplicity Wealth,LLC11,306
0.0% of portfolio›$534.2K
Beacon Financial Advisory LLC11,276
0.1% of portfolio›$532.8K
Commerce Advisors, LLC11,157
0.2% of portfolio›$527.2K
HB Wealth Management, LLC10,800
0.0% of portfolio›$510.3K
Global Financial Private Client, LLC10,424
0.1% of portfolio›$492.5K
W.G. Shaheen & Associates DBA Whitney & Co10,319
0.0% of portfolio›$487.6K
Diversified Portfolios, Inc.9,963
0.0% of portfolio›$470.8K
Legacy Capital Wealth Partners, LLC8,867
0.1% of portfolio›$419.0K
Ashton Thomas Private Wealth, LLC8,572
0.0% of portfolio›$405.0K
Guidance Point Advisors, LLC8,377
0.1% of portfolio›$396.2K
Truist Financial Corp8,263
0.0% of portfolio›$390.4K
Accredited Investor Services, LLC8,105
0.2% of portfolio›$383.0K
Rede Wealth, LLC7,887
0.1% of portfolio›$372.7K
Mattern Capital Management, LLC7,855
0.0% of portfolio›$371.1K
Rossby Financial, LCC7,764
0.1% of portfolio›$366.8K
Lee Financial Co7,624
0.0% of portfolio›$360.2K
Elevation Point Wealth Partners, LLC7,551
0.0% of portfolio›$356.8K
SC&H Financial Advisors, Inc.7,524
0.0% of portfolio›$355.5K
Garde Capital, Inc.7,190
0.0% of portfolio›$339.7K
Hudson Capital Management LLC6,982
0.1% of portfolio›$329.9K
Donor Advised Charitable Giving, Inc.6,738
0.0% of portfolio›$318.4K
Elevate Wealth Advisory, Inc6,496
0.2% of portfolio›$306.9K
International Assets Investment Management, LLC6,324
0.0% of portfolio›$298.2K
Christensen, King & Associates Investment Services, Inc.6,167
0.1% of portfolio›$291.4K
Choreo, LLC5,960
0.0% of portfolio›$281.6K
SeaBridge Investment Advisors LLC5,950
0.0% of portfolio›$281.1K
Sigma Planning Corp5,910
0.0% of portfolio›$279.3K
Blue Trust, Inc.5,882
0.0% of portfolio›$277.9K
WBH Advisory Inc5,790
0.0% of portfolio›$273.6K
Guerra PAN Advisors, LLC5,599
0.2% of portfolio›$264.7K
PFS Partners, LLC5,432
0.1% of portfolio›$256.7K
Affinity Capital Advisors, LLC5,410
0.0% of portfolio›$255.5K
Avidian Wealth Enterprises, LLC5,331
0.0% of portfolio›$251.9K
Pearl Planning LLC5,071
0.1% of portfolio›$239.6K
Wealth Forward, LLC5,042
0.1% of portfolio›$238.2K
Life Planning Partners, Inc4,979
0.2% of portfolio›$235.3K
Cidel Asset Management Inc4,910
0.0% of portfolio›$232.0K
Silverlake Wealth Management LLC4,821
0.0% of portfolio›$227.8K
StoneX Group Inc.4,762
0.0% of portfolio›$225.1K
Root Financial Partners, LLC4,639
0.0% of portfolio›$219.2K
Onyx Bridge Wealth Group LLC4,593
0.0% of portfolio›$217.0K
Ballast Rock Private Wealth LLC4,362
0.1% of portfolio›$206.1K
Prime Capital Investment Advisors, LLC4,310
0.0% of portfolio›$203.6K
Spirit of America Management Corp4,060
0.0% of portfolio›$191.8K
Bfsg, LLC3,778
0.0% of portfolio›$178.5K
MidAtlantic Capital Management, Inc.3,501
0.1% of portfolio›$165.4K
Security National Bank3,228
0.0% of portfolio›$152.5K
AlphaCore Capital LLC3,189
0.0% of portfolio›$150.7K
West Paces Advisors Inc.2,429
0.0% of portfolio›$114.8K
Valley National Advisers Inc1,577
0.0% of portfolio›$74.5K
Midwest Capital Advisors, LLC1,518
0.0% of portfolio›$71.7K
Assetmark, Inc1,466
0.0% of portfolio›$69.3K
Burkett Financial Services, LLC1,249
0.0% of portfolio›$59.0K
IFP Advisors, Inc1,240
0.0% of portfolio›$58.6K
Archer Investment Corp1,110
0.0% of portfolio›$52.4K
Pinnacle Wealth Planning Services, Inc.1,100
0.0% of portfolio›$52.0K
Nova Financial LLC802
0.0% of portfolio›$37.9K
Cherry Tree Wealth Management, LLC801
0.0% of portfolio›$37.8K
Spire Wealth Management799
0.0% of portfolio›$37.7K
Trust Co of Vermont768
0.0% of portfolio›$36.3K
Lanark Financial, Inc.760
0.0% of portfolio›$35.9K
Latitude Advisors, LLC718
0.0% of portfolio›$33.9K
Cullen T Bankers, Inc.650
0.0% of portfolio›$30.7K
Glass Jacobson Investment Advisors llc540
0.0% of portfolio›$25.5K
Pacifica Partners Inc.510
0.0% of portfolio›$24.0K
Golden State Wealth Management, LLC439
0.0% of portfolio›$20.8K
Vima LLC319
0.0% of portfolio›$15.1K
Buck Wealth Strategies, LLC267
0.0% of portfolio›$12.6K
General Partner, Inc.255
0.0% of portfolio›$12.0K
Ascentis Independent Advisors180
0.0% of portfolio›$8.5K
Kopp Family Office, LLC179
0.1% of portfolio›$102.7K
CoreCap Advisors, LLC161
0.0% of portfolio›$7.6K
Silver Grove Financial Group, Inc.87
0.0% of portfolio›$4.1K
Signaturefd, LLC59
0.0% of portfolio›$2.8K
Nemes Rush Group LLC42
0.0% of portfolio›$2.0K
Larson Financial Group LLC39
0.0% of portfolio›$1.8K
Halbert Hargrove Global Advisors, LLC17
0.0% of portfolio›$804
Cape Investment Advisory, Inc.15
0.0% of portfolio›$696
Gamma Investing LLC10
0.0% of portfolio›$473
Contravisory Investment Management, Inc.10
0.0% of portfolio›$473
Wolff Wiese Magana LLC3
0.0% of portfolio›$142
Blueline Advisors LLC1
0.0% of portfolio›$45
EverSource Wealth Advisors, LLC1
0.0% of portfolio›$36
StyleTurnoverLocationFiled
Triad Wealth Partners, LLC
3,045,373$143.9M8.0%ETFMediumLawrence, KS2026-10-26
Apella Capital, LLC
1,469,742$69.4M0.9%ETFVery LowWest Hartford, CT2026-10-08
Cahaba Wealth Management, Inc.
1,294,988$61.2M3.7%ETFVery LowAtlanta, GA2026-10-26
LJI Wealth Management, LLC
1,273,492$60.2M8.5%ETFLowIndianapolis, IN2026-10-28
Townsend & Associates, Inc
1,263,483$59.8M5.0%Deep ValueLowWestminster, CO2026-10-23
Prosperity Planning, Inc.
1,164,033$55.0M12.2%ETFVery LowNorth Kansas City, MO2026-10-09
Financial Solutions Advisory Group, Inc.
1,026,026$48.6M6.2%ETFMediumChicago, IL2026-10-28
MBL Wealth, LLC
925,403$43.7M2.6%ETFLowCharlotte, NC2026-10-22
BCM Advisors, LLC
621,476$29.6M5.7%ETFLowLafayette, LA2026-11-03
Courage Miller Partners, LLC
607,233$28.7M7.6%ETFVery LowNorfolk, VA2026-10-21
Pittenger & Anderson Inc
600,002$28.4M1.0%CoreLowLincoln, NE2026-11-02
Hunter Associates Investment Management LLC
519,721$24.5K0.0%CoreLowPittsburgh, PA2026-10-26
Clear Wave Wealth Management LLC
467,695$22.1M3.8%ETFN/ARed Bank, NJ2026-11-04
Opal Wealth Advisors, LLC
445,565$21.1M4.4%ETFLowJericho, NY2026-10-16
Trust Point Inc.
389,948$18.4M1.4%CoreMediumLa Crosse, WI2026-10-27
Factor Wealth Management LTD
374,794$17.7M2.7%ETFLowChicago, IL2026-10-08
Wealth Management Resources, Inc.
371,618$17.6M5.4%ETFVery LowSmithfield, RI2026-10-21
Alexander Randolph Advisory, Inc.
359,544$17.0M13.6%YieldLowMclean, VA2026-11-04
Omega Financial Group, LLC
350,018$16.5M5.1%ETFVery LowSanta Barbara, CA2026-10-29
Abundance Wealth Counselors
309,421$14.6M2.1%GrowthLowState College, PA2026-10-26
Iron Financial LLC
308,558$14.6M6.1%ETFLowNorthbrook, IL2026-10-23
Fiduciary Advisors, Inc.
304,819$14.4M9.7%ETFLowSt. Louis, MO2026-10-16
Buttonwood Financial Advisors Inc.
270,097$12.8M3.9%GARPLowBaltimore, MD2026-10-13
Keybank National Association
269,405$12.7M0.0%CoreLowBrooklyn, OH2026-11-04
Ballast Financial Advisors LLC
244,700$11.6M10.9%ETFVery LowWest Chester, PA2026-10-26
Crestwood Advisors Group, LLC
244,405$11.5M0.2%GrowthLowBoston, MA2026-10-27
Fonville Wealth Management LLC
228,650$10.8M1.6%ETFVery LowRichmond, VA2026-10-28
KFA Private Wealth Group, LLC
214,882$10.2M2.4%ETFLowTysons, VA2026-10-07
Cambridge Investment Research Advisors, Inc.
190,922$9.0K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
176,335$8.3M0.0%ETFLowWaltham, MA2026-11-02
Maryland Capital Advisors Inc.
176,015$8.3M2.6%ETFVery LowChester, MD2026-10-15
Washington Trust Bank
165,353$7.8M0.5%CoreLowSpokane, WA2026-11-03
Independence Financial Advisors, LLC
159,811$7.6M1.9%ETFMediumFranklin, NH2026-10-08
Hoxton Planning & Management, LLC
157,902$7.5M1.9%ETFLowShepherdstown, WV2026-10-15
JGP Wealth Management, LLC
153,148$7.2M0.6%CoreLowBend, OR2026-10-13
Sterling Investment Advisors LLC
151,151$7.1M3.1%ETFVery LowBolivar, MO2026-10-27
Townsend Financial Planning, LLC
149,848$7.1M6.3%ETFVery LowMt Sterling, KY2026-11-02
Values First Advisors, Inc.
148,757$7.0M3.3%CoreMediumJohnson City, TN2026-10-23
Wealth Enhancement Advisory Services, LLC
146,808$6.9M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
137,251$6.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Providence First Trust Co
132,838$6.3M2.1%ETFMediumScottsdale, AZ2026-11-02
Corepath Wealth Partners LLC
127,705$6.0M4.2%ETFVery LowScottsdale, AZ2026-10-21
Baker Ellis Asset Management LLC
124,790$5.9M0.6%GARPVery LowVancouver, WA2026-10-14
Kestra Advisory Services, LLC
119,521$5.6M0.0%CoreLowAustin, TX2026-11-02
Samalin Investment Counsel, LLC
112,604$5.3M1.7%YieldMediumChappaqua, NY2026-10-23
AtlasMark Financial, Inc
112,033$5.3M2.6%ETFVery LowAustin, TX2026-10-13
eCIO, Inc.
109,447$5.2M1.8%ETFMediumMadison, WI2026-11-02
Gilbert Capital Group, Inc.
106,075$5.0M3.5%ETFHighNorth Yarmouth, ME2026-10-28
Cranbrook Wealth Management, LLC
105,842$5.0M0.9%ETFVery LowBloomfield Hills, MI2026-10-28
Cannon Financial Strategists, Inc.
103,847$4.9M0.6%ETFVery LowAthens, GA2026-10-19
VestGen Advisors, LLC
103,478$4.9M0.2%GrowthMediumChicago, IL2026-10-27
CGN Advisors LLC
102,265$4.8M0.4%ETFLowManhattan, KS2026-10-21
Bluestem Financial Advisors, LLC
95,317$4.5M1.6%ETFVery LowSavoy, IL2026-10-20
Sheets Smith Wealth Management
90,747$4.3M0.4%CoreLowWinston-Salem, NC2026-10-16
Phillips Financial Management, LLC
88,614$4.2M0.3%ETFVery LowFort Wayne, IN2026-10-19
City Holding Co
84,293$4.0M0.4%CoreLowCharleston, WV2026-10-19
Peoples Bank
75,913$3.6M1.7%ETFLowMarietta, OH2026-10-26
Mather Group, Llc.
75,006$3.5M0.0%ETFMediumChicago, IL2026-10-14
McClarren Financial Advisors, Inc.
74,396$3.5M1.8%ETFMediumState College, PA2026-10-15
Prospera Financial Services Inc
73,357$3.5M0.0%CoreMediumDallas, TX2026-11-04
Shepherd Street Advisors LLC
67,412$3.2M2.7%GrowthLowLarkspur, CA2026-10-21
Arkansas Financial Group, Inc.
64,842$3.1M0.4%ETFVery LowLittle Rock, AR2026-10-26
Lineweaver Wealth Advisors, LLC
63,773$3.0M0.3%ETFLowValley View, OH2026-10-13
Turn8 Private Wealth Inc.
59,293$2.8M1.9%GARPMediumPointe Claire, Austria2026-11-05
MKT Advisors LLC
57,640$2.7M0.9%ETFLowCarlsbad, CA2026-10-20
Wealth Dimensions Group, Ltd.
51,783$2.4M0.4%ETFLowCincinnati, OH2026-11-02
Stone House Investment Management, LLC
51,672$2.4M0.3%ETFMediumTunkhannock, PA2026-10-23
Eukles Asset Management
49,856$2.4M0.9%CoreLowCincinnati, OH2026-11-04
XY Planning Network, Inc.
42,423$2.0M0.2%ETFLowBozeman, MT2026-10-14
PDS Planning, Inc
41,285$2.0M0.1%IndexVery LowDublin, OH2026-11-03
Farther Finance Advisors, LLC
37,896$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
Vicus Capital
35,182$1.7M0.1%ETFMediumState College, PA2026-11-05
FC Advisory LLC
34,307$1.6M0.4%ETFVery LowWest Chester, PA2026-10-05
Joseph Group Capital Management
29,861$1.4M0.3%ETFLowColumbus, OH2026-11-04
Retiremitten Financial LLC
28,146$1.3M0.5%ETFN/AMilford, MI2026-11-05
Investment Management Corp
27,754$1.3M1.0%ETFMediumRoanoke, VA2026-11-03
Stone Summit Wealth LLC
26,785$1.3M0.3%ETFLowMiami, FL2026-10-14
Quad-Cities Investment Group, LLC
24,907$1.2M0.4%CoreLowDavenport, IA2026-10-16
Lido Advisors, LLC
24,426$1.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Luts & Greenleigh Group, Inc.
24,350$1.2M0.8%CoreVery LowBethesda, MD2026-11-05
Kestra Private Wealth Services, LLC
22,242$1.1M0.0%GrowthLowAustin, TX2026-10-30
Weaver Consulting Group
21,997$1.0M0.2%ETFLowHuntington Beach, CA2026-10-07
Beacon Hill Wealth Management Ltd.
21,371$1.0M0.6%ETFN/AVictoria, UAE2026-10-21
Center for Financial Planning, Inc.
20,845$984.9K0.1%ETFLowSouthfied, MI2026-10-26
TD Waterhouse Canada Inc.
20,456$964.5K0.0%CoreLowToronto, Australia2026-10-16
Columbus Macro, LLC
19,980$944.0K0.1%YieldMediumNew Castle, PA2026-10-14
Hill Island Financial LLC
19,849$937.8K0.2%ETFLowGrand Rapids, MI2026-10-20
Opus Capital Group, LLC
19,626$9270.0%ETFVery LowCincinnati, OH2026-10-30
Pine Haven Investment Counsel, Inc
19,446$918.8K0.6%CoreVery LowFairhaven, MA2026-11-02
Flagship Harbor Advisors, LLC
18,663$881.8K0.0%ETFMediumBoston, MA2026-10-26
Parallel Advisors, LLC
18,334$866.3K0.0%IndexLowSan Francisco, CA2026-11-03
Able Financial Group, LLC
17,905$846.0K0.1%ETFLowScottsdale, AZ2026-10-14
Shrier Wealth Management, LLC
17,546$829.0K0.3%CoreVery LowLos Angeles, CA2026-10-20
Vise Technologies, Inc.
17,423$823.2K0.0%IndexLowNew York, NY2026-10-29
Park Avenue Securities LLC
17,050$8060.0%ETFMediumNew York, NY2026-10-26
Concurrent Investment Advisors, LLC
16,238$767.3K0.0%GrowthMediumTampa, FL2026-10-16
Copper Harbor Investment Advisors, LLC
15,982$755.1K0.2%ETFN/AAppleton, WI2026-10-16
First Premier Bank
15,668$7400.0%CoreVery LowSioux Falls, SD2026-10-13
PFG Advisors
15,584$736.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Investment Research Partners LLC
15,550$734.7K0.2%CoreLowLemont, PA2026-10-19
Harmony Asset Management LLC
15,125$714.7K0.2%GrowthMediumScottsdale, AZ2026-10-20
McKinley Carter Wealth Services, Inc.
14,898$703.9K0.0%ETFMediumWheeling, WV2026-10-16
Level Wealth Management LLC
14,806$699.6K0.3%ETFVery LowGreensboro, NC2026-10-23
Invested Advisors
14,151$668.6K0.6%CoreMediumState College, PA2026-10-23
Evensky & Katz LLC
13,361$6310.0%ETFVery LowCoral Gables, FL2026-10-27
Commonwealth Financial Services, LLC
13,255$626.3K0.1%ETFMediumVienna, WV2026-10-20
M Holdings Securities, Inc.
13,120$620.0K0.3%ETFHighPortland, OR2026-11-03
Sunburst Financial Group, LLC
12,800$604.8K0.1%ETFVery LowVestavia Hills, AL2026-10-09
Mine & Arao Wealth Creation & Management, Llc.
12,743$602.1K0.2%GrowthVery LowCampbell, CA2026-10-29
Rooted Wealth Advisors, Inc.
12,713$613.4K0.2%ETFLowBourbonnais, IL2026-11-03
Dorval Corp
12,705$600.3K0.2%ETFLowMaple Grove, MN2026-10-29
SigFig Wealth Management, LLC
12,074$570.5K0.0%ETFLowSan Francisco, CA2026-10-07
Aviance Capital Partners, LLC
11,473$542.1K0.1%CoreLowNaples, FL2026-10-29
Chicago Partners Investment Group LLC
11,369$539.4K0.0%GARPLowChicago, IL2026-10-27
Simplicity Wealth,LLC
11,306$534.2K0.0%ETFLowSummit, NJ2026-10-23
Beacon Financial Advisory LLC
11,276$532.8K0.1%ETFLowCleveland, OH2026-10-16
Commerce Advisors, LLC
11,157$527.2K0.2%ETFLowMemphis, TN2026-10-19
HB Wealth Management, LLC
10,800$510.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Global Financial Private Client, LLC
10,424$492.5K0.1%GrowthLowSarasota, FL2026-10-15
W.G. Shaheen & Associates DBA Whitney & Co
10,319$487.6K0.0%CoreLowRochester, NY2026-11-03
Diversified Portfolios, Inc.
9,963$470.8K0.0%ETFLowBloomfield Hills, MI2026-11-04
Legacy Capital Wealth Partners, LLC
8,867$419.0K0.1%CoreMediumLittle Rock, AR2026-10-21
Ashton Thomas Private Wealth, LLC
8,572$405.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Guidance Point Advisors, LLC
8,377$396.2K0.1%ETFVery LowWellesley, MA2026-10-15
Truist Financial Corp
8,263$390.4K0.0%CoreLowCharlotte, NC2026-10-30
Accredited Investor Services, LLC
8,105$383.0K0.2%ETFVery LowSt. Cloud, MN2026-10-22
Rede Wealth, LLC
7,887$372.7K0.1%ValueMediumCharlottesville, VA2026-10-22
Mattern Capital Management, LLC
7,855$371.1K0.0%CoreMediumLakewood, CO2026-11-02
Rossby Financial, LCC
7,764$366.8K0.1%ETFMediumMelbourne, FL2026-11-05
Lee Financial Co
7,624$360.2K0.0%ETFVery LowDallas, TX2026-10-16
Elevation Point Wealth Partners, LLC
7,551$356.8K0.0%CoreHighDenver, CO2026-11-05
SC&H Financial Advisors, Inc.
7,524$355.5K0.0%ETFVery LowHunt Valley, MD2026-10-14
Garde Capital, Inc.
7,190$339.7K0.0%ETFLowSeattle, WA2026-10-29
Hudson Capital Management LLC
6,982$329.9K0.1%ValueLowRamsey, NJ2026-10-20
Donor Advised Charitable Giving, Inc.
6,738$318.4K0.0%Agg GrowthVery LowLone Tree, CO2026-10-28
Elevate Wealth Advisory, Inc
6,496$306.9K0.2%ETFVery LowAthens, GA2026-10-29
International Assets Investment Management, LLC
6,324$298.2K0.0%CoreVery HighOrlando, FL2026-11-02
Christensen, King & Associates Investment Services, Inc.
6,167$291.4K0.1%ETFVery LowRichland, WA2026-10-22
Choreo, LLC
5,960$281.6K0.0%IndexLowRockford, IL2026-10-28
SeaBridge Investment Advisors LLC
5,950$281.1K0.0%GrowthMediumSummit, NJ2026-11-02
Sigma Planning Corp
5,910$279.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Blue Trust, Inc.
5,882$277.9K0.0%ETFLowBrentwood, TN2026-10-15
WBH Advisory Inc
5,790$273.6K0.0%ETFLowBaltimore, MD2026-11-05
Guerra PAN Advisors, LLC
5,599$264.7K0.2%GrowthVery LowMontclair, NJ2026-10-26
PFS Partners, LLC
5,432$256.7K0.1%ETFVery LowMine Hill, NJ2026-10-21
Affinity Capital Advisors, LLC
5,410$255.5K0.0%ETFLowBerkeley, CA2026-10-13
Avidian Wealth Enterprises, LLC
5,331$251.9K0.0%ETFLowHouston, TX2026-10-08
Pearl Planning LLC
5,071$239.6K0.1%ETFLowDexter, MI2026-10-13
Wealth Forward, LLC
5,042$238.2K0.1%ETFMediumFargo, ND2026-10-14
Life Planning Partners, Inc
4,979$235.3K0.2%ETFVery LowJacksonville, FL2026-10-28
Cidel Asset Management Inc
4,910$232.0K0.0%CoreMediumToronto, Australia2026-10-29
Silverlake Wealth Management LLC
4,821$227.8K0.0%ETFLowWilliston, VT2026-10-21
StoneX Group Inc.
4,762$225.1K0.0%ETFMediumNew York, NY2026-11-03
Root Financial Partners, LLC
4,639$219.2K0.0%ETFMediumEncinitas, CA2026-10-21
Onyx Bridge Wealth Group LLC
4,593$217.0K0.0%ETFMediumTarrytown, NY2026-10-16
Ballast Rock Private Wealth LLC
4,362$206.1K0.1%ETFMediumCharleston, SC2026-10-26
Prime Capital Investment Advisors, LLC
4,310$203.6K0.0%ETFLowOverland Park, KS2026-10-20
Spirit of America Management Corp
4,060$191.8K0.0%GARPLowSyosset, NY2026-10-14
Bfsg, LLC
3,778$178.5K0.0%CoreLowIrvine, CA2026-10-30
MidAtlantic Capital Management, Inc.
3,501$165.4K0.1%ETFVery LowRichmond, VA2026-11-05
Security National Bank
3,228$152.5K0.0%GrowthLowOmaha, NE2026-10-26
AlphaCore Capital LLC
3,189$150.7K0.0%ETFLowLa Jolla, CA2026-11-04
West Paces Advisors Inc.
2,429$114.8K0.0%ETFLowAtlanta, GA2026-10-13
Valley National Advisers Inc
1,577$74.5K0.0%ETFLowBethlehem, PA2026-10-23
Midwest Capital Advisors, LLC
1,518$71.7K0.0%ETFHighGrand Rapids, MI2026-11-04
Assetmark, Inc
1,466$69.3K0.0%ETFLowConcord, CA2026-10-21
Burkett Financial Services, LLC
1,249$59.0K0.0%ETFLowRock Hill, SC2026-10-01
IFP Advisors, Inc
1,240$58.6K0.0%GrowthLowTampa, FL2026-10-16
Archer Investment Corp
1,110$52.4K0.0%CoreMediumCarmel, IN2026-11-05
Pinnacle Wealth Planning Services, Inc.
1,100$52.0K0.0%GARPLowMansfield, OH2026-10-27
Nova Financial LLC
802$37.9K0.0%N/AN/ATucson, AZ2026-11-04
Cherry Tree Wealth Management, LLC
801$37.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Spire Wealth Management
799$37.7K0.0%GrowthMediumMclean, VA2026-10-30
Trust Co of Vermont
768$36.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Lanark Financial, Inc.
760$35.9K0.0%CoreMediumBirmingham, AL2026-10-26
Latitude Advisors, LLC
718$33.9K0.0%ETFLowYorkville, IL2026-10-27
Cullen T Bankers, Inc.
650$30.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Glass Jacobson Investment Advisors llc
540$25.5K0.0%ETFLowOwings Mills, MD2026-10-26
Pacifica Partners Inc.
510$24.0K0.0%CoreLowSurrey, South Africa2026-10-09
Golden State Wealth Management, LLC
439$20.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Vima LLC
319$15.1K0.0%CoreLowTroy, MI2026-10-23
Buck Wealth Strategies, LLC
267$12.6K0.0%ValueMediumDenver, CO2026-10-28
General Partner, Inc.
255$12.0K0.0%CoreLowPittsburgh, PA2026-10-05
Ascentis Independent Advisors
180$8.5K0.0%ETFLowDallas, TX2026-11-03
Kopp Family Office, LLC
179$102.7K0.1%ETFHighMinnetonka, MN2026-10-21
CoreCap Advisors, LLC
161$7.6K0.0%ETFMediumSouthfield, MI2026-10-08
Silver Grove Financial Group, Inc.
87$4.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Signaturefd, LLC
59$2.8K0.0%IndexLowAtlanta, GA2026-10-23
Nemes Rush Group LLC
42$2.0K0.0%CoreVery LowNovi, MI2026-11-04
Larson Financial Group LLC
39$1.8K0.0%GrowthLowSt Louis, MO2026-11-05
Halbert Hargrove Global Advisors, LLC
17$8040.0%ETFLowLong Beach, CA2026-10-16
Cape Investment Advisory, Inc.
15$6960.0%ETFLowMcdonough, GA2026-10-13
Gamma Investing LLC
10$4730.0%IndexVery LowFoster City, CA2026-10-08
Contravisory Investment Management, Inc.
10$4730.0%MomentumHighNorwell, MA2026-10-13
Wolff Wiese Magana LLC
3$1420.0%GrowthLowCarslbad, CA2026-10-15
Blueline Advisors LLC
1$450.0%ETFLowExeter, NH2026-10-15
EverSource Wealth Advisors, LLC
1$360.0%CoreMediumBirmingham, AL2026-11-04