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Ishares Global REIT ETF (REET)

CUSIP: 46434V647 | NYSE | 867 institutional holders

Quarters

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

State of New Jersey Common Pension Fund D11,787,000
1.0% of portfolio›$303.9M
Creative Planning4,208,690
0.1% of portfolio›$108.5M
Heritage Investment Group, Inc.1,779,404
6.3% of portfolio›$45.9M
PDS Planning, Inc1,719,884
2.5% of portfolio›$44.3M
Modera Wealth Management, LLC1,501,298
0.4% of portfolio›$38.7M
FSM Wealth Advisors, LLC771,097
2.0% of portfolio›$19.8M
Brandywine OAK Private Wealth LLC726,300
1.4% of portfolio›$18.7M
Boston Standard Wealth Management, LLC690,979
2.6% of portfolio›$17.8M
Cooper S Advisors, LLC613,882
6.9% of portfolio›$15.8M
Brooklyn FI, LLC546,463
2.3% of portfolio›$15.0M
BIP Wealth, LLC545,575
0.4% of portfolio›$14.1M
Morton Brown Family Wealth, LLC539,546
3.1% of portfolio›$13.9M
Sumitomo Mitsui DS Asset Management Company, Ltd469,306
0.1% of portfolio›$12.1M
Naples Global Advisors, LLC442,992
0.7% of portfolio›$11.4M
ERn Financial, LLC431,261
1.8% of portfolio›$11.1M
Cutler Investment Counsel LLC361,133
0.9% of portfolio›$9.3M
Waldron Private Wealth LLC316,133
0.3% of portfolio›$8.1M
Diversified Portfolios, Inc.276,740
0.5% of portfolio›$7.1M
Fiduciary Financial Group, LLC246,832
0.7% of portfolio›$6.4M
Asset Management One Co., Ltd.209,000
0.0% of portfolio›$5.4M
GP Brinson Investments LLC208,553
2.3% of portfolio›$5.4M
Alhambra Investment Management LLC185,933
2.0% of portfolio›$4.8M
Simplicity Wealth,LLC177,575
0.1% of portfolio›$4.6M
Manske Wealth Management143,685
0.9% of portfolio›$3.7M
XY Planning Network, Inc.139,327
0.4% of portfolio›$3.6M
Emerald Advisors, LLC128,898
0.4% of portfolio›$3.3M
Greenspring Advisors, LLC125,975
0.1% of portfolio›$3.2M
Bailard, Inc.122,440
0.1% of portfolio›$3.2M
Cambridge Investment Research Advisors, Inc.121,533
0.0% of portfolio›$3.1K
Collective Family Office LLC120,373
0.6% of portfolio›$3.1M
Tableaux LLC115,189
1.2% of portfolio›$3.0M
SC&H Financial Advisors, Inc.111,670
0.4% of portfolio›$2.9M
Aurelius Family Office LLC109,712
1.1% of portfolio›$2.8M
Apella Capital, LLC106,305
0.0% of portfolio›$2.7M
RS Crum Inc.103,755
0.5% of portfolio›$2.7M
Daymark Wealth Partners, LLC98,310
0.1% of portfolio›$2.5M
Factor Wealth Management LTD87,097
0.3% of portfolio›$2.2M
55 North Private Wealth, LLC79,379
0.4% of portfolio›$2.0M
Wealthcare Advisory Partners LLC75,876
0.0% of portfolio›$2.0M
JFS Wealth Advisors, LLC72,923
0.1% of portfolio›$1.9M
Leading Edge Financial Planning LLC60,656
0.3% of portfolio›$1.6M
Accelerate Investment Advisors LLC59,207
0.9% of portfolio›$1.5M
Smart Wealth LLC57,837
0.3% of portfolio›$1.5M
Commonwealth Equity Services, LLC55,792
0.0% of portfolio›$1.4M
Comprehensive Wealth Management, LLC47,726
0.6% of portfolio›$1.2M
Peirce Capital Management, LLC43,707
0.4% of portfolio›$1.1M
Mitsubishi UFJ Asset Management Co., Ltd.43,620
0.0% of portfolio›$1.1M
Foundation Wealth Management, LLC41,704
0.6% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC41,079
0.0% of portfolio›$1.0M
Mirae Asset Global Investments Co., Ltd.40,265
0.0% of portfolio›$1.0M
Level Financial Advisors39,167
0.2% of portfolio›$1.0M
Atwater Malick LLC36,469
0.2% of portfolio›$940.2K
HUB Investment Partners, LLC33,536
0.0% of portfolio›$864.6K
Twelve Points Wealth Management LLC32,136
0.2% of portfolio›$849.4K
Gryphon Financial Partners LLC31,676
0.1% of portfolio›$816.6K
Larson Financial Group LLC31,052
0.0% of portfolio›$800.5K
Courier Capital LLC30,902
0.0% of portfolio›$796.7K
Trust Co of Vermont30,645
0.0% of portfolio›$790.0K
180 Wealth Advisors, LLC30,527
0.1% of portfolio›$787.0K
Fifth Third Securities, Inc.28,266
0.0% of portfolio›$728.7K
Compagnie Lombard Odier SCmA28,190
0.0% of portfolio›$726.7K
StoneX Group Inc.28,176
0.0% of portfolio›$756.6K
Navigate Wealth Management, LLC26,611
0.4% of portfolio›$683.6K
Symmetry Partners, LLC25,541
0.0% of portfolio›$658.4K
KFG LLC25,541
0.4% of portfolio›$658.4K
SeedSafe Financial LLC24,371
0.5% of portfolio›$628.3K
LifeWealth Investments, LLC24,315
0.2% of portfolio›$626.8K
WealthPlan Investment Management, LLC23,984
0.0% of portfolio›$618.3K
Harbor Group, Inc.23,971
0.1% of portfolio›$618.0K
Fifth Third Bancorp23,630
0.0% of portfolio›$609.2K
US Bancorp \de\22,529
0.0% of portfolio›$580.8K
Sterling Wealth Management, Inc.22,499
0.1% of portfolio›$580.0K
Foster Group, Inc.21,586
0.0% of portfolio›$556.5K
Mission Wealth Management, LP20,542
0.0% of portfolio›$529.6K
Nolet Wealth Management, LLC20,121
0.3% of portfolio›$518.7K
Cyndeo Wealth Partners, LLC19,228
0.0% of portfolio›$495.7K
Avant Financial Advisors LLC18,857
0.3% of portfolio›$486.1K
Farther Finance Advisors, LLC17,400
0.0% of portfolio›$448.6K
J.W. Cole Advisors, Inc.17,373
0.0% of portfolio›$447.9K
CGN Advisors LLC17,046
0.0% of portfolio›$439.4K
J. Safra Sarasin Holding AG16,924
0.0% of portfolio›$425.6K
Northland Securities, Inc.15,998
0.2% of portfolio›$412.4K
Diversify Advisory Services, LLC15,897
0.0% of portfolio›$411.6K
Diversify Wealth Management, LLC15,897
0.0% of portfolio›$411.6K
Welch & Forbes LLC15,127
0.0% of portfolio›$390.0K
Regatta Capital Group, LLC14,035
0.0% of portfolio›$361.8K
Prime Capital Investment Advisors, LLC13,749
0.0% of portfolio›$354.4K
Thompson Siegel & Walmsley LLC13,346
0.0% of portfolio›$344.0K
First Interstate Bank12,307
0.0% of portfolio›$317.3K
Aire Advisors, LLC12,281
0.1% of portfolio›$316.6K
RFG Advisory, LLC12,183
0.0% of portfolio›$314.1K
Rossby Financial, LCC12,176
0.0% of portfolio›$313.9K
Citigroup Inc11,755
0.0% of portfolio›$303.0K
Truist Financial Corp11,706
0.0% of portfolio›$301.8K
Amicus Financial Advisors, LLC11,211
0.1% of portfolio›$289.3K
Aspiriant, LLC10,758
0.0% of portfolio›$277.3K
Abel Hall, LLC10,708
0.0% of portfolio›$276.1K
TD Waterhouse Canada Inc.10,342
0.0% of portfolio›$264.6K
Private Wealth Management Group, LLC10,297
0.1% of portfolio›$265.5K
Lanark Financial, Inc.9,600
0.0% of portfolio›$247.5K
Kathmere Capital Management, LLC8,863
0.0% of portfolio›$228.5K
Redw Wealth LLC8,178
0.1% of portfolio›$210.8K
Sovran Advisors, LLC8,089
0.0% of portfolio›$213.8K
Private Trust Co NA7,303
0.0% of portfolio›$188.3K
EverSource Wealth Advisors, LLC7,252
0.0% of portfolio›$186.9K
Maseco LLP6,097
0.0% of portfolio›$157.1K
3 Factor Indexing, LLC5,826
0.1% of portfolio›$150.2K
Capital Investment Advisory Services, LLC5,726
0.0% of portfolio›$147.6K
CoreCap Advisors, LLC5,685
0.0% of portfolio›$146.6K
Allspring Global Investments Holdings, LLC5,354
0.0% of portfolio›$137.0K
Ascentis Wealth Management, LLC5,222
0.0% of portfolio›$134.6K
Sava Infond d.o.o.4,300
0.0% of portfolio›$110.9K
Breakwater Investment Management3,751
0.0% of portfolio›$96.7K
IFP Advisors, Inc3,696
0.0% of portfolio›$95.3K
Elevation Wealth Partners, LLC3,558
0.0% of portfolio›$91.7K
Parkside Financial Bank & Trust3,089
0.0% of portfolio›$79.6K
Elevate Wealth Advisory, Inc2,992
0.0% of portfolio›$77.1K
Triumph Capital Management2,763
0.0% of portfolio›$71.2K
Horizon Financial Services, LLC2,425
0.0% of portfolio›$62.5K
Rosenberg Matthew Hamilton1,893
0.0% of portfolio›$48.8K
Creative Capital Management Investments LLC1,836
0.0% of portfolio›$47.3K
Ashton Thomas Private Wealth, LLC1,820
0.0% of portfolio›$46.9K
Wilmington Savings Fund Society, FSB1,290
0.0% of portfolio›$33.3K
Valley National Advisers Inc1,203
0.0% of portfolio›$31.0K
Parallel Advisors, LLC1,089
0.0% of portfolio›$28.1K
Axiom Investment Management LLC1,000
0.0% of portfolio›$25.8K
SYM Financial Corp948
0.0% of portfolio›$24.4K
Key Capital Management, Inc877
0.0% of portfolio›$22.6K
Biltmore Family Office, LLC850
0.0% of portfolio›$21.9K
Quest 10 Wealth Builders, Inc.767
0.0% of portfolio›$19.8K
Raleigh Capital Management Inc.752
0.0% of portfolio›$19.4K
Financial Consulate, Inc750
0.0% of portfolio›$19.3K
Hazlett, Burt & Watson, Inc.737
0.0% of portfolio›$19.0K
Sage Mountain Advisors LLC670
0.0% of portfolio›$17.3K
Signaturefd, LLC511
0.0% of portfolio›$13.2K
Murphy & Mullick Capital Management Corp420
0.0% of portfolio›$10.8K
Sunrise Financial Services, LLC419
0.0% of portfolio›$10.8K
Holos Integrated Wealth LLC332
0.0% of portfolio›$8.5K
Heritage Family Offices, LLP303
0.0% of portfolio›$7.8K
Community Financial Services Group, LLC246
0.0% of portfolio›$6.3K
Phillips Financial Management, LLC224
0.0% of portfolio›$5.8K
Wolff Wiese Magana LLC200
0.0% of portfolio›$5.2K
Investors Research Corp197
0.0% of portfolio›$5.1K
Creative Financial Designs Inc142
0.0% of portfolio›$3.7K
Lloyd Advisory Services, Llc.140
0.0% of portfolio›$3.6K
Marshall & Sterling Wealth Advisors Inc.133
0.0% of portfolio›$3.4K
CX Institutional117
0.0% of portfolio›$3
Kingdom Financial Group Llc.110
0.0% of portfolio›$2.8K
Assetmark, Inc92
0.0% of portfolio›$2.4K
Versant Capital Management, Inc51
0.0% of portfolio›$1.3K
Planning Strategies Inc.31
0.0% of portfolio›$799
Blue Trust, Inc.27
0.0% of portfolio›$696
Networth Advisors, LLC25
0.0% of portfolio›$646
Ares Financial Consulting, LLC12
0.0% of portfolio›$322
Hamilton Point Investment Advisors, LLC3
0.0% of portfolio›$77
StyleTurnoverLocationFiled
State of New Jersey Common Pension Fund D
11,787,000$303.9M1.0%CoreLowTrenton, NJ2026-11-05
Creative Planning
4,208,690$108.5M0.1%IndexVery LowOverland Park, KS2026-11-02
Heritage Investment Group, Inc.
1,779,404$45.9M6.3%ETFVery LowPompano Beach, FL2026-11-03
PDS Planning, Inc
1,719,884$44.3M2.5%IndexVery LowDublin, OH2026-11-03
Modera Wealth Management, LLC
1,501,298$38.7M0.4%ETFVery LowWestwood, NJ2026-10-28
FSM Wealth Advisors, LLC
771,097$19.8M2.0%ETFLowCleveland, OH2026-10-27
Brandywine OAK Private Wealth LLC
726,300$18.7M1.4%ETFVery LowKennett Square, PA2026-10-23
Boston Standard Wealth Management, LLC
690,979$17.8M2.6%ETFLowWinchester, MA2026-10-07
Cooper S Advisors, LLC
613,882$15.8M6.9%ETFLowVictor, NY2026-11-03
Brooklyn FI, LLC
546,463$15.0M2.3%ETFVery LowNew York, NY2026-11-05
BIP Wealth, LLC
545,575$14.1M0.4%ETFMediumAtlanta, GA2026-10-22
Morton Brown Family Wealth, LLC
539,546$13.9M3.1%ETFVery LowAllentown, PA2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
469,306$12.1M0.1%IndexVery LowTokyo, Mexico2026-10-20
Naples Global Advisors, LLC
442,992$11.4M0.7%CoreVery LowNaples, FL2026-11-05
ERn Financial, LLC
431,261$11.1M1.8%ETFVery LowMiddleton, WI2026-10-28
Cutler Investment Counsel LLC
361,133$9.3M0.9%CoreLowJacksonville, OR2026-10-28
Waldron Private Wealth LLC
316,133$8.1M0.3%ETFVery LowBridgeville, PA2026-11-02
Diversified Portfolios, Inc.
276,740$7.1M0.5%ETFLowBloomfield Hills, MI2026-11-04
Fiduciary Financial Group, LLC
246,832$6.4M0.7%ETFLowSan Rafael, CA2026-10-13
Asset Management One Co., Ltd.
209,000$5.4M0.0%IndexVery LowTokyo, Mexico2026-10-27
GP Brinson Investments LLC
208,553$5.4M2.3%ETFVery LowChicago, IL2026-10-01
Alhambra Investment Management LLC
185,933$4.8M2.0%CoreLowPalmetto Bay, FL2026-10-15
Simplicity Wealth,LLC
177,575$4.6M0.1%ETFLowSummit, NJ2026-10-23
Manske Wealth Management
143,685$3.7M0.9%ValueVery LowHouston, TX2026-10-26
XY Planning Network, Inc.
139,327$3.6M0.4%ETFLowBozeman, MT2026-10-14
Emerald Advisors, LLC
128,898$3.3M0.4%GrowthVery LowBellevue, WA2026-10-13
Greenspring Advisors, LLC
125,975$3.2M0.1%ETFVery LowTowson, MD2026-11-05
Bailard, Inc.
122,440$3.2M0.1%GrowthMediumFoster City, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
121,533$3.1K0.0%ETFLowFairfield, IA2026-11-02
Collective Family Office LLC
120,373$3.1M0.6%ETFLowYork, PA2026-10-05
Tableaux LLC
115,189$3.0M1.2%ETFLowStockbridge, MA2026-10-23
SC&H Financial Advisors, Inc.
111,670$2.9M0.4%ETFVery LowHunt Valley, MD2026-10-14
Aurelius Family Office LLC
109,712$2.8M1.1%ETFVery LowBedford, NH2026-10-23
Apella Capital, LLC
106,305$2.7M0.0%ETFVery LowWest Hartford, CT2026-10-08
RS Crum Inc.
103,755$2.7M0.5%ETFVery LowNewport Beach, CA2026-10-19
Daymark Wealth Partners, LLC
98,310$2.5M0.1%CoreLowCincinnati, OH2026-11-04
Factor Wealth Management LTD
87,097$2.2M0.3%ETFLowChicago, IL2026-10-08
55 North Private Wealth, LLC
79,379$2.0M0.4%ETFLowWinter Park, FL2026-10-20
Wealthcare Advisory Partners LLC
75,876$2.0M0.0%ETFLowWest Chester, PA2026-10-21
JFS Wealth Advisors, LLC
72,923$1.9M0.1%ETFVery LowHermitage, PA2026-11-03
Leading Edge Financial Planning LLC
60,656$1.6M0.3%ETFLowKnoxville, TN2026-10-23
Accelerate Investment Advisors LLC
59,207$1.5M0.9%ETFLowAliso Viejo, CA2026-11-02
Smart Wealth LLC
57,837$1.5M0.3%ETFHighOmaha, NE2026-11-04
Commonwealth Equity Services, LLC
55,792$1.4M0.0%ETFLowWaltham, MA2026-11-02
Comprehensive Wealth Management, LLC
47,726$1.2M0.6%ETFMediumLynnwood, WA2026-11-02
Peirce Capital Management, LLC
43,707$1.1M0.4%ETFLowThe Woodlands, TX2026-10-19
Mitsubishi UFJ Asset Management Co., Ltd.
43,620$1.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Foundation Wealth Management, LLC
41,704$1.1M0.6%ETFLowClayton, MO2026-10-22
Wealth Enhancement Advisory Services, LLC
41,079$1.0M0.0%CoreLowPlymouth, MN2026-10-13
Mirae Asset Global Investments Co., Ltd.
40,265$1.0M0.0%GrowthLowSeoul, Malaysia2026-11-03
Level Financial Advisors
39,167$1.0M0.2%ETFLowEast Amherst, NY2026-10-13
Atwater Malick LLC
36,469$940.2K0.2%CoreLowLancaster, PA2026-10-15
HUB Investment Partners, LLC
33,536$864.6K0.0%GrowthLowAustin, TX2026-11-03
Twelve Points Wealth Management LLC
32,136$849.4K0.2%ETFMediumConcord, MA2026-11-03
Gryphon Financial Partners LLC
31,676$816.6K0.1%IndexLowColumbus, OH2026-11-04
Larson Financial Group LLC
31,052$800.5K0.0%GrowthLowSt Louis, MO2026-11-05
Courier Capital LLC
30,902$796.7K0.0%ETFLowBuffalo, NY2026-10-19
Trust Co of Vermont
30,645$790.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
180 Wealth Advisors, LLC
30,527$787.0K0.1%CoreLowFederal Way, WA2026-11-03
Fifth Third Securities, Inc.
28,266$728.7K0.0%ETFLowCincinnati, OH2026-10-21
Compagnie Lombard Odier SCmA
28,190$726.7K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
StoneX Group Inc.
28,176$756.6K0.0%ETFMediumNew York, NY2026-11-03
Navigate Wealth Management, LLC
26,611$683.6K0.4%ETFLowBirmingham, AL2026-10-14
Symmetry Partners, LLC
25,541$658.4K0.0%ETFLowGlastonbury, CT2026-10-27
KFG LLC
25,541$658.4K0.4%ETFN/ARapid City, SD2026-11-02
SeedSafe Financial LLC
24,371$628.3K0.5%ETFVery LowAustin, TX2026-11-02
LifeWealth Investments, LLC
24,315$626.8K0.2%ETFMediumWinter Garden, FL2026-10-21
WealthPlan Investment Management, LLC
23,984$618.3K0.0%GrowthMediumOmaha, NE2026-10-15
Harbor Group, Inc.
23,971$618.0K0.1%ETFVery LowBedford, NH2026-10-14
Fifth Third Bancorp
23,630$609.2K0.0%IndexVery LowCincinnati, OH2026-11-05
US Bancorp \de\
22,529$580.8K0.0%IndexLowMinneapolis, MN2026-11-05
Sterling Wealth Management, Inc.
22,499$580.0K0.1%ETFLowChampaign, IL2026-10-23
Foster Group, Inc.
21,586$556.5K0.0%ETFVery LowUrbandale, IA2026-10-13
Mission Wealth Management, LP
20,542$529.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Nolet Wealth Management, LLC
20,121$518.7K0.3%ETFMediumFort Worth, TX2026-10-15
Cyndeo Wealth Partners, LLC
19,228$495.7K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Avant Financial Advisors LLC
18,857$486.1K0.3%ETFVery LowAustin, TX2026-11-02
Farther Finance Advisors, LLC
17,400$448.6K0.0%IndexLowSan Francisco, CA2026-10-08
J.W. Cole Advisors, Inc.
17,373$447.9K0.0%IndexLowTampa, FL2026-11-05
CGN Advisors LLC
17,046$439.4K0.0%ETFLowManhattan, KS2026-10-21
J. Safra Sarasin Holding AG
16,924$425.6K0.0%CoreMediumBasel, Switzerland2026-10-26
Northland Securities, Inc.
15,998$412.4K0.2%ETFLowMinneapolis, MN2026-11-02
Diversify Advisory Services, LLC
15,897$411.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
15,897$411.6K0.0%GrowthMediumSandy, UT2026-10-20
Welch & Forbes LLC
15,127$390.0K0.0%CoreVery LowBoston, MA2026-11-04
Regatta Capital Group, LLC
14,035$361.8K0.0%ETFLowEl Segundo, CA2026-10-23
Prime Capital Investment Advisors, LLC
13,749$354.4K0.0%ETFLowOverland Park, KS2026-10-20
Thompson Siegel & Walmsley LLC
13,346$344.0K0.0%Deep ValueMediumRichmond, VA2026-11-05
First Interstate Bank
12,307$317.3K0.0%ETFLowBillings, MT2026-10-23
Aire Advisors, LLC
12,281$316.6K0.1%ETFVery LowBeverly Hills, CA2026-10-22
RFG Advisory, LLC
12,183$314.1K0.0%ETFMediumBirmingham, AL2026-11-03
Rossby Financial, LCC
12,176$313.9K0.0%ETFMediumMelbourne, FL2026-11-05
Citigroup Inc
11,755$303.0K0.0%CoreMediumNew York, NY2026-11-04
Truist Financial Corp
11,706$301.8K0.0%CoreLowCharlotte, NC2026-10-30
Amicus Financial Advisors, LLC
11,211$289.3K0.1%ETFLowLubbock, TX2026-11-03
Aspiriant, LLC
10,758$277.3K0.0%ETFVery LowLos Angeles, CA2026-10-16
Abel Hall, LLC
10,708$276.1K0.0%CoreMediumBaton Rouge, LA2026-10-19
TD Waterhouse Canada Inc.
10,342$264.6K0.0%CoreLowToronto, Australia2026-10-16
Private Wealth Management Group, LLC
10,297$265.5K0.1%ETFLowPrinceton, NJ2026-10-19
Lanark Financial, Inc.
9,600$247.5K0.0%CoreMediumBirmingham, AL2026-10-26
Kathmere Capital Management, LLC
8,863$228.5K0.0%ETFLowWayne, PA2026-10-20
Redw Wealth LLC
8,178$210.8K0.1%ETFLowAlbuquerque, NM2026-11-02
Sovran Advisors, LLC
8,089$213.8K0.0%ETFMediumSan Diego, CA2026-11-02
Private Trust Co NA
7,303$188.3K0.0%CoreLowCleveland, OH2026-10-20
EverSource Wealth Advisors, LLC
7,252$186.9K0.0%CoreMediumBirmingham, AL2026-11-04
Maseco LLP
6,097$157.1K0.0%ETFVery LowLondon, United Kingdom2026-10-27
3 Factor Indexing, LLC
5,826$150.2K0.1%ETFLowSacramento, CA2026-10-15
Capital Investment Advisory Services, LLC
5,726$147.6K0.0%CoreMediumRaleigh, NC2026-10-30
CoreCap Advisors, LLC
5,685$146.6K0.0%ETFMediumSouthfield, MI2026-10-08
Allspring Global Investments Holdings, LLC
5,354$137.0K0.0%CoreMediumCharlotte, NC2026-11-04
Ascentis Wealth Management, LLC
5,222$134.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Sava Infond d.o.o.
4,300$110.9K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
Breakwater Investment Management
3,751$96.7K0.0%ETFLowSeattle, WA2026-10-20
IFP Advisors, Inc
3,696$95.3K0.0%GrowthLowTampa, FL2026-10-16
Elevation Wealth Partners, LLC
3,558$91.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Parkside Financial Bank & Trust
3,089$79.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elevate Wealth Advisory, Inc
2,992$77.1K0.0%ETFVery LowAthens, GA2026-10-29
Triumph Capital Management
2,763$71.2K0.0%ETFMediumDenver, CO2026-10-14
Horizon Financial Services, LLC
2,425$62.5K0.0%ETFLowWinston Salem, NC2026-11-04
Rosenberg Matthew Hamilton
1,893$48.8K0.0%ETFVery LowGrand Junction, CO2026-10-05
Creative Capital Management Investments LLC
1,836$47.3K0.0%ETFLowSan Diego, CA2026-10-28
Ashton Thomas Private Wealth, LLC
1,820$46.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Wilmington Savings Fund Society, FSB
1,290$33.3K0.0%CoreLowWilmington, DE2026-10-23
Valley National Advisers Inc
1,203$31.0K0.0%ETFLowBethlehem, PA2026-10-23
Parallel Advisors, LLC
1,089$28.1K0.0%IndexLowSan Francisco, CA2026-11-03
Axiom Investment Management LLC
1,000$25.8K0.0%CoreN/ANew York, NY2026-11-03
SYM Financial Corp
948$24.4K0.0%ETFVery LowWinona Lake, IN2026-10-26
Key Capital Management, Inc
877$22.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Biltmore Family Office, LLC
850$21.9K0.0%GrowthLowCharlotte, NC2026-11-03
Quest 10 Wealth Builders, Inc.
767$19.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Raleigh Capital Management Inc.
752$19.4K0.0%CoreMediumCary, NC2026-10-28
Financial Consulate, Inc
750$19.3K0.0%ETFLowHunt Valley, MD2026-10-23
Hazlett, Burt & Watson, Inc.
737$19.0K0.0%CoreVery LowWheeling, WV2026-11-04
Sage Mountain Advisors LLC
670$17.3K0.0%ETFLowAtlanta, GA2026-11-02
Signaturefd, LLC
511$13.2K0.0%IndexLowAtlanta, GA2026-10-23
Murphy & Mullick Capital Management Corp
420$10.8K0.0%GrowthLowSmithtown, NY2026-11-02
Sunrise Financial Services, LLC
419$10.8K0.0%ETFMediumBurien, WA2026-10-21
Holos Integrated Wealth LLC
332$8.5K0.0%ETFLowKennett Square, PA2026-10-23
Heritage Family Offices, LLP
303$7.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Community Financial Services Group, LLC
246$6.3K0.0%GrowthLowNewport, VT2026-10-15
Phillips Financial Management, LLC
224$5.8K0.0%ETFVery LowFort Wayne, IN2026-10-19
Wolff Wiese Magana LLC
200$5.2K0.0%GrowthLowCarslbad, CA2026-10-15
Investors Research Corp
197$5.1K0.0%ETFLowAtlanta, GA2026-10-07
Creative Financial Designs Inc
142$3.7K0.0%ETFMediumKokomo, IN2026-11-04
Lloyd Advisory Services, Llc.
140$3.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Marshall & Sterling Wealth Advisors Inc.
133$3.4K0.0%ETFMediumPoughkeepsie, NY2026-10-28
CX Institutional
117$30.0%CoreMediumAuburn, IN2026-10-02
Kingdom Financial Group Llc.
110$2.8K0.0%ETFMediumPeoria, AZ2026-11-04
Assetmark, Inc
92$2.4K0.0%ETFLowConcord, CA2026-10-21
Versant Capital Management, Inc
51$1.3K0.0%GARPLowPhoenix, AZ2026-10-02
Planning Strategies Inc.
31$7990.0%ETFN/ALancaster, PA2026-10-02
Blue Trust, Inc.
27$6960.0%ETFLowBrentwood, TN2026-10-15
Networth Advisors, LLC
25$6460.0%ETFMediumCanonsburg, PA2026-11-03
Ares Financial Consulting, LLC
12$3220.0%CoreLowCalabasas, CA2026-10-19
Hamilton Point Investment Advisors, LLC
3$770.0%CoreLowChapel Hill, NC2026-11-03