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Ishares ESG Aware 1-5 Year U (SUSB)

CUSIP: 46435G243 | NYSE | 684 institutional holders

Quarters

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

Commonwealth Equity Services, LLC644,352
0.0% of portfolio›$15.7M
Perigon Wealth Management, LLC515,409
0.2% of portfolio›$12.6M
Modera Wealth Management, LLC512,133
0.1% of portfolio›$12.5M
Apella Capital, LLC300,372
0.1% of portfolio›$7.3M
Integris Wealth Management, LLC299,517
1.4% of portfolio›$7.3M
Colorado Capital Management, Inc.280,562
0.0% of portfolio›$6.9K
Vise Technologies, Inc.258,294
0.1% of portfolio›$6.3M
Park Avenue Securities LLC229,361
0.0% of portfolio›$5.6K
Mather Group, Llc.227,256
0.0% of portfolio›$5.6M
Arlington Financial Advisors, LLC201,803
0.6% of portfolio›$4.9M
Impact Investors, Inc196,192
7.9% of portfolio›$4.8M
IMPACTfolio, LLC192,479
1.7% of portfolio›$4.7M
Assetmark, Inc190,749
0.0% of portfolio›$4.7M
Bear Mountain Capital, Inc.187,432
1.3% of portfolio›$4.6M
Accredited Investors Inc.149,257
0.2% of portfolio›$3.6M
Plancorp, LLC147,281
0.1% of portfolio›$3.6M
Wealth Enhancement Advisory Services, LLC146,939
0.0% of portfolio›$3.6M
Clarity Wealth Development LLC141,718
2.0% of portfolio›$3.5M
Cambridge Investment Research Advisors, Inc.128,422
0.0% of portfolio›$3.1K
Root Financial Partners, LLC122,803
0.1% of portfolio›$3.0M
Brookstone Capital Management118,000
0.0% of portfolio›$2.9M
Stanich Group LLC115,397
1.4% of portfolio›$2.8M
Northland Capital Management LLC113,177
1.3% of portfolio›$2.8M
Cardinal Point Capital Management ULC106,012
0.1% of portfolio›$2.6M
Regatta Capital Group, LLC102,691
0.3% of portfolio›$2.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management93,900
0.0% of portfolio›$2.3M
Flagstone Financial Management90,765
0.5% of portfolio›$2.2M
Payden & Rygel88,579
0.0% of portfolio›$2.2K
Canandaigua National Bank & Trust Co83,859
0.2% of portfolio›$2.0M
eCIO, Inc.81,582
0.7% of portfolio›$2.0M
CGN Advisors LLC77,994
0.1% of portfolio›$1.9M
Strategic Point Investment Advisors, LLC77,265
0.2% of portfolio›$1.9M
True Blue Financial, LLC74,032
0.7% of portfolio›$1.8M
Kondo Wealth Advisors, Inc.72,999
0.6% of portfolio›$1.8M
Omega Financial Group, LLC72,855
0.6% of portfolio›$1.8M
Horst & Graben Wealth Management LLC71,710
0.2% of portfolio›$1.8M
Albion Financial Group63,759
0.1% of portfolio›$1.6M
Sharkey, Howes & Javer62,469
0.2% of portfolio›$1.5M
Kestra Advisory Services, LLC61,182
0.0% of portfolio›$1.5M
J.Safra Asset Management Corp59,061
0.1% of portfolio›$1.4M
XY Planning Network, Inc.59,060
0.2% of portfolio›$1.4M
Pine Haven Investment Counsel, Inc55,902
0.9% of portfolio›$1.4M
Archer Investment Management, LLC55,178
0.4% of portfolio›$1.3M
Willow Creek Wealth Management Inc.54,743
0.1% of portfolio›$1.3M
Davenport & Co LLC52,955
0.0% of portfolio›$1.3M
Opal Wealth Advisors, LLC52,622
0.3% of portfolio›$1.3M
Scott Capital Advisors, LLC45,692
0.2% of portfolio›$1.1M
Jnba Financial Advisors45,614
0.1% of portfolio›$1.1M
Birchbrook, Inc.44,195
0.5% of portfolio›$1.1M
Parallel Advisors, LLC43,701
0.0% of portfolio›$1.1M
Creative Planning39,802
0.0% of portfolio›$972.4K
Schneider Downs Wealth Management Advisors, LP38,783
0.1% of portfolio›$947.5K
Central Pacific Bank - Trust Division38,112
0.1% of portfolio›$931.1K
Midwest Financial Partners Investments, Inc.37,454
0.4% of portfolio›$915.0K
Farther Finance Advisors, LLC37,355
0.0% of portfolio›$912.6K
LexAurum Advisors, LLC36,366
0.1% of portfolio›$888.4K
SigFig Wealth Management, LLC35,836
0.0% of portfolio›$875.5K
Dynamic Advisor Solutions LLC35,281
0.0% of portfolio›$861.9K
Level Financial Advisors35,262
0.2% of portfolio›$861.4K
Arrow Financial Corp34,545
0.1% of portfolio›$843.9K
Leonard Rickey Investment Advisors P.L.L.C.33,081
0.1% of portfolio›$808.2K
Wealthcare Advisory Partners LLC30,729
0.0% of portfolio›$750.7K
Presilium Private Wealth, LLC30,277
0.1% of portfolio›$739.7K
Eley Financial Management, Inc29,935
0.2% of portfolio›$731.3K
OpenArc Corporate Advisory, LLC28,635
0.0% of portfolio›$699.6K
Avidian Wealth Enterprises, LLC28,203
0.0% of portfolio›$689.0K
Diversified Enterprises, LLC26,460
0.0% of portfolio›$646.4K
Schmidt P J Investment Management Inc26,426
0.1% of portfolio›$645.6K
Kelsey Financial, LLC25,867
0.5% of portfolio›$631.9K
Johnson Bixby & Associates, LLC25,808
0.1% of portfolio›$630.5K
Cantor Fitzgerald Investment Advisors L.P.25,525
0.0% of portfolio›$623.6K
Skyline Advisors, Inc.24,767
0.2% of portfolio›$605.1K
Exchange Bank24,232
0.4% of portfolio›$592.0K
CX Institutional24,195
0.0% of portfolio›$591
Townsend Financial Planning, LLC24,145
0.5% of portfolio›$589.9K
Schear Investment Advisers, LLC23,916
0.1% of portfolio›$584.3K
Tempo Wealth, LLC23,916
0.1% of portfolio›$584.3K
Private Wealth Management Group, LLC22,780
0.1% of portfolio›$556.5K
Evergreen Private Wealth LLC22,768
0.2% of portfolio›$556.2K
Diversify Advisory Services, LLC22,174
0.0% of portfolio›$542.9K
Diversify Wealth Management, LLC22,174
0.0% of portfolio›$542.9K
Shotwell Rutter Baer Inc21,750
0.3% of portfolio›$531.4K
ANB Bank21,645
0.2% of portfolio›$528.8K
Forvis Mazars Wealth Advisors, LLC21,588
0.0% of portfolio›$527.4K
First Affirmative Financial Network21,083
0.1% of portfolio›$515.1K
EverSource Wealth Advisors, LLC20,769
0.0% of portfolio›$507.4K
Concurrent Investment Advisors, LLC20,256
0.0% of portfolio›$494.8K
MGO One Seven LLC19,896
0.0% of portfolio›$486.1K
Midwest Capital Advisors, LLC19,804
0.2% of portfolio›$483.8K
Equita Financial Network, Inc.19,794
0.1% of portfolio›$483.6K
Truefg, LLC19,250
0.1% of portfolio›$470.3K
Traveka Wealth, LLC19,188
0.1% of portfolio›$468.8K
TD Private Client Wealth LLC19,086
0.0% of portfolio›$466.3K
WestHill Financial Advisors, Inc.18,954
0.1% of portfolio›$463.0K
Joel Adams & Associates, Inc.18,552
0.3% of portfolio›$453.2K
RFG Advisory, LLC17,994
0.0% of portfolio›$439.6K
Indivisible Partners17,823
0.0% of portfolio›$435.4K
Valley National Advisers Inc17,233
0.0% of portfolio›$421.0K
Kestra Private Wealth Services, LLC16,802
0.0% of portfolio›$410.5K
One Day In July LLC16,579
0.0% of portfolio›$405.0K
MLG Wealth Management DBA Pine Grove Financial Group16,494
0.0% of portfolio›$402.9K
Resonant Capital Advisors, LLC16,287
0.0% of portfolio›$397.9K
Lifelong Wealth Advisors, Inc.16,242
0.1% of portfolio›$396.8K
Symmetry Partners, LLC15,303
0.0% of portfolio›$373.9K
Sigma Planning Corp14,393
0.0% of portfolio›$351.6K
Guardsman Private Capital Management, Inc.14,341
0.2% of portfolio›$350.4K
Hoxton Planning & Management, LLC14,200
0.1% of portfolio›$346.9K
Avantax Planning Partners, Inc.14,058
0.0% of portfolio›$343.4K
M Holdings Securities, Inc.13,869
0.1% of portfolio›$340.0K
Verus Capital Partners, LLC13,464
0.0% of portfolio›$328.9K
Signature Resources Capital Management, LLC13,061
0.1% of portfolio›$319.1K
Nottingham Advisors, Inc.12,669
0.0% of portfolio›$308.7K
Shore Point Advisors, LLC12,595
0.1% of portfolio›$307.7K
True Link Financial Advisors, LLC12,211
0.0% of portfolio›$298.3K
SAX Wealth Advisors, LLC12,206
0.0% of portfolio›$298.2K
JGP Wealth Management, LLC12,072
0.0% of portfolio›$294.9K
Higgins & Schmidt Wealth Strategies LLC11,809
0.1% of portfolio›$288.5K
Aprio Wealth Management, LLC11,700
0.0% of portfolio›$285.8K
JB Capital LLC11,506
0.0% of portfolio›$281.1K
Oregon Pacific Wealth Management, LLC11,348
0.3% of portfolio›$277.2K
Bigelow Investment Advisors, LLC11,113
0.1% of portfolio›$271.5K
Creative Capital Management Investments LLC10,875
0.1% of portfolio›$265.7K
Wells Financial Advisors Inc10,660
2.4% of portfolio›$260.4K
Park National Corp10,074
0.0% of portfolio›$246.1K
4Thought Financial Group Inc.10,044
0.1% of portfolio›$245.4K
PDS Planning, Inc10,022
0.0% of portfolio›$244.8K
Sweeney & Michel, LLC9,985
0.1% of portfolio›$243.9K
Dorval Corp9,985
0.1% of portfolio›$243.9K
BayBridge Capital Group, LLC9,949
0.1% of portfolio›$243.1K
Whitegate Investment Counselors, Inc.9,923
0.1% of portfolio›$242.4K
Wesbanco Bank Inc9,920
0.0% of portfolio›$242.3K
Beacon Investment Advisory Services, Inc.9,482
0.0% of portfolio›$231.6K
Absolute Capital Management, LLC9,399
0.1% of portfolio›$229.6K
MBE Wealth Management, LLC9,384
0.1% of portfolio›$229.2K
AdvisorNet Financial, Inc8,920
0.0% of portfolio›$217.8K
Focus Financial Network, Inc.8,896
0.0% of portfolio›$217.3K
Affinity Capital Advisors, LLC8,878
0.0% of portfolio›$216.9K
Ascent Group, LLC8,684
0.0% of portfolio›$212.2K
Winthrop Advisory Group LLC8,438
0.0% of portfolio›$206.1K
Sensenig Capital Advisors, Inc8,433
0.2% of portfolio›$206.0K
First Pacific Financial8,409
0.0% of portfolio›$205.4K
Sagespring Wealth Partners, LLC8,334
0.0% of portfolio›$203.6K
CWC Advisors, Llc.8,254
0.1% of portfolio›$201.7K
VestGen Advisors, LLC8,236
0.0% of portfolio›$201.2K
Cherry Tree Wealth Management, LLC7,298
0.0% of portfolio›$178.3K
Private Trust Co NA7,260
0.0% of portfolio›$177.4K
Morton Brown Family Wealth, LLC6,563
0.0% of portfolio›$160.3K
Finley Financial, LLC6,150
0.1% of portfolio›$149.9K
American Capital Advisory, LLC5,890
0.0% of portfolio›$143.9K
JFS Wealth Advisors, LLC4,466
0.0% of portfolio›$109.1K
Blueline Advisors LLC4,418
0.1% of portfolio›$107.9K
Mascoma Wealth Management LLC4,002
0.0% of portfolio›$97.8K
Ashton Thomas Private Wealth, LLC3,574
0.0% of portfolio›$87.3K
Pittenger & Anderson Inc3,528
0.0% of portfolio›$86.2K
Sofi Wealth, LLC3,237
0.0% of portfolio›$79.1K
Armor Investment Advisors, LLC3,200
0.0% of portfolio›$78.2K
Gen-Wealth Partners Inc2,389
0.0% of portfolio›$58.4K
Bangor Savings Bank1,620
0.0% of portfolio›$39.6K
Birch Financial Group, LLC1,445
0.0% of portfolio›$35.3K
Cape Investment Advisory, Inc.1,081
0.0% of portfolio›$26.4K
Triumph Capital Management799
0.0% of portfolio›$19.5K
Eastern Bank763
0.0% of portfolio›$18.6K
Buck Wealth Strategies, LLC698
0.0% of portfolio›$17.0K
DT Investment Partners, LLC636
0.0% of portfolio›$15.5K
West Branch Capital LLC583
0.0% of portfolio›$14.2K
Mosley Wealth Management491
0.0% of portfolio›$12.0K
Your Advocates Ltd., LLP406
0.0% of portfolio›$9.9K
Tradewinds Capital Management, LLC386
0.0% of portfolio›$9.4K
IFP Advisors, Inc316
0.0% of portfolio›$7.7K
Creative Financial Designs Inc310
0.0% of portfolio›$7.6K
Spire Wealth Management299
0.0% of portfolio›$7.3K
CoreCap Advisors, LLC289
0.0% of portfolio›$7.1K
Decker Retirement Planning Inc.166
0.0% of portfolio›$4.1K
Elyxium Wealth, LLC162
0.0% of portfolio›$4.0K
Portfolio Resources Advisor Group, Inc.140
0.0% of portfolio›$3.4K
Hanson & Doremus Investment Management116
0.0% of portfolio›$3
Key Capital Management, Inc92
0.0% of portfolio›$2.2K
Physician Wealth Advisors, Inc.0
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
644,352$15.7M0.0%ETFLowWaltham, MA2026-11-02
Perigon Wealth Management, LLC
515,409$12.6M0.2%GrowthLowSan Francisco, CA2026-10-22
Modera Wealth Management, LLC
512,133$12.5M0.1%ETFVery LowWestwood, NJ2026-10-28
Apella Capital, LLC
300,372$7.3M0.1%ETFVery LowWest Hartford, CT2026-10-08
Integris Wealth Management, LLC
299,517$7.3M1.4%ETFVery LowMonterey, CA2026-10-14
Colorado Capital Management, Inc.
280,562$6.9K0.0%ETFVery LowBoulder, CO2026-10-15
Vise Technologies, Inc.
258,294$6.3M0.1%IndexLowNew York, NY2026-10-29
Park Avenue Securities LLC
229,361$5.6K0.0%ETFMediumNew York, NY2026-10-26
Mather Group, Llc.
227,256$5.6M0.0%ETFMediumChicago, IL2026-10-14
Arlington Financial Advisors, LLC
201,803$4.9M0.6%ETFMediumSanta Barbara, CA2026-10-19
Impact Investors, Inc
196,192$4.8M7.9%ETFLowSan Francisco, CA2026-11-02
IMPACTfolio, LLC
192,479$4.7M1.7%ETFVery LowDenver, CO2026-10-28
Assetmark, Inc
190,749$4.7M0.0%ETFLowConcord, CA2026-10-21
Bear Mountain Capital, Inc.
187,432$4.6M1.3%ETFLowSeattle, WA2026-11-04
Accredited Investors Inc.
149,257$3.6M0.2%ETFLowEdina, MN2026-11-03
Plancorp, LLC
147,281$3.6M0.1%ETFLowSaint Louis, MO2026-11-03
Wealth Enhancement Advisory Services, LLC
146,939$3.6M0.0%CoreLowPlymouth, MN2026-10-13
Clarity Wealth Development LLC
141,718$3.5M2.0%ETFLowCorvallis, OR2026-10-22
Cambridge Investment Research Advisors, Inc.
128,422$3.1K0.0%ETFLowFairfield, IA2026-11-02
Root Financial Partners, LLC
122,803$3.0M0.1%ETFMediumEncinitas, CA2026-10-21
Brookstone Capital Management
118,000$2.9M0.0%ETFMediumWheaton, IL2026-10-22
Stanich Group LLC
115,397$2.8M1.4%ETFVery LowMontauk, NY2026-10-16
Northland Capital Management LLC
113,177$2.8M1.3%ETFMediumVirginia, MN2026-10-15
Cardinal Point Capital Management ULC
106,012$2.6M0.1%ValueLowToronto, Australia2026-10-21
Regatta Capital Group, LLC
102,691$2.5M0.3%ETFLowEl Segundo, CA2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
93,900$2.3M0.0%GrowthVery LowSeattle, WA2026-10-27
Flagstone Financial Management
90,765$2.2M0.5%ETFVery LowLincoln, NE2026-11-05
Payden & Rygel
88,579$2.2K0.0%GARPMediumLos Angeles, CA2026-10-28
Canandaigua National Bank & Trust Co
83,859$2.0M0.2%CoreVery LowCanandaigua, NY2026-10-07
eCIO, Inc.
81,582$2.0M0.7%ETFMediumMadison, WI2026-11-02
CGN Advisors LLC
77,994$1.9M0.1%ETFLowManhattan, KS2026-10-21
Strategic Point Investment Advisors, LLC
77,265$1.9M0.2%ETFVery LowProvidence, RI2026-10-29
True Blue Financial, LLC
74,032$1.8M0.7%ETFLowStevensville, MI2026-10-15
Kondo Wealth Advisors, Inc.
72,999$1.8M0.6%ETFVery LowPasadena, CA2026-10-19
Omega Financial Group, LLC
72,855$1.8M0.6%ETFVery LowSanta Barbara, CA2026-10-29
Horst & Graben Wealth Management LLC
71,710$1.8M0.2%ETFMediumPortland, OR2026-11-02
Albion Financial Group
63,759$1.6M0.1%GrowthLowSalt Lake City, UT2026-10-21
Sharkey, Howes & Javer
62,469$1.5M0.2%ETFMediumDenver, CO2026-10-22
Kestra Advisory Services, LLC
61,182$1.5M0.0%CoreLowAustin, TX2026-11-02
J.Safra Asset Management Corp
59,061$1.4M0.1%ETFLowNew York, NY2026-11-03
XY Planning Network, Inc.
59,060$1.4M0.2%ETFLowBozeman, MT2026-10-14
Pine Haven Investment Counsel, Inc
55,902$1.4M0.9%CoreVery LowFairhaven, MA2026-11-02
Archer Investment Management, LLC
55,178$1.3M0.4%ETFHighAustin, TX2026-10-13
Willow Creek Wealth Management Inc.
54,743$1.3M0.1%ETFVery LowSebastopol, CA2026-10-26
Davenport & Co LLC
52,955$1.3M0.0%CoreMediumRichmond, VA2026-10-14
Opal Wealth Advisors, LLC
52,622$1.3M0.3%ETFLowJericho, NY2026-10-16
Scott Capital Advisors, LLC
45,692$1.1M0.2%ETFVery LowPortland, OR2026-10-13
Jnba Financial Advisors
45,614$1.1M0.1%ETFMediumBloomington, MN2026-11-03
Birchbrook, Inc.
44,195$1.1M0.5%ETFLowBangor, ME2026-10-14
Parallel Advisors, LLC
43,701$1.1M0.0%IndexLowSan Francisco, CA2026-11-03
Creative Planning
39,802$972.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Schneider Downs Wealth Management Advisors, LP
38,783$947.5K0.1%ETFVery LowPittsburgh, PA2026-10-27
Central Pacific Bank - Trust Division
38,112$931.1K0.1%CoreMediumHonolulu, HI2026-10-06
Midwest Financial Partners Investments, Inc.
37,454$915.0K0.4%ETFVery LowSt. Cloud, MN2026-10-08
Farther Finance Advisors, LLC
37,355$912.6K0.0%IndexLowSan Francisco, CA2026-10-08
LexAurum Advisors, LLC
36,366$888.4K0.1%ETFLowOverland Park, KS2026-10-19
SigFig Wealth Management, LLC
35,836$875.5K0.0%ETFLowSan Francisco, CA2026-10-07
Dynamic Advisor Solutions LLC
35,281$861.9K0.0%ETFLowPhoenix, AZ2026-10-13
Level Financial Advisors
35,262$861.4K0.2%ETFLowEast Amherst, NY2026-10-13
Arrow Financial Corp
34,545$843.9K0.1%ETFLowGlens Falls, NY2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
33,081$808.2K0.1%ETFLowYakima, WA2026-10-29
Wealthcare Advisory Partners LLC
30,729$750.7K0.0%ETFLowWest Chester, PA2026-10-21
Presilium Private Wealth, LLC
30,277$739.7K0.1%ETFVery LowRadnor, PA2026-10-26
Eley Financial Management, Inc
29,935$731.3K0.2%ETFVery LowSouth Burlington, VT2026-11-03
OpenArc Corporate Advisory, LLC
28,635$699.6K0.0%GrowthLowAtlanta, GA2026-10-21
Avidian Wealth Enterprises, LLC
28,203$689.0K0.0%ETFLowHouston, TX2026-10-08
Diversified Enterprises, LLC
26,460$646.4K0.0%ETFVery LowWilmington, DE2026-10-19
Schmidt P J Investment Management Inc
26,426$645.6K0.1%GrowthVery LowCedarburg, WI2026-11-02
Kelsey Financial, LLC
25,867$631.9K0.5%ETFLowMoorpark, CA2026-10-28
Johnson Bixby & Associates, LLC
25,808$630.5K0.1%ETFMediumVancouver, WA2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
25,525$623.6K0.0%YieldLowNew York, NY2026-10-21
Skyline Advisors, Inc.
24,767$605.1K0.2%ETFMediumBellingham, WA2026-11-03
Exchange Bank
24,232$592.0K0.4%CoreLowSanta Rosa, CA2026-10-07
CX Institutional
24,195$5910.0%CoreMediumAuburn, IN2026-10-02
Townsend Financial Planning, LLC
24,145$589.9K0.5%ETFVery LowMt Sterling, KY2026-11-02
Schear Investment Advisers, LLC
23,916$584.3K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
23,916$584.3K0.1%Agg GrowthLowIndependence, OH2026-10-14
Private Wealth Management Group, LLC
22,780$556.5K0.1%ETFLowPrinceton, NJ2026-10-19
Evergreen Private Wealth LLC
22,768$556.2K0.2%CoreLowGreenwood Village, CO2026-10-30
Diversify Advisory Services, LLC
22,174$542.9K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
22,174$542.9K0.0%GrowthMediumSandy, UT2026-10-20
Shotwell Rutter Baer Inc
21,750$531.4K0.3%ETFVery LowLansing, MI2026-10-14
ANB Bank
21,645$528.8K0.2%CoreLowDenver, CO2026-10-09
Forvis Mazars Wealth Advisors, LLC
21,588$527.4K0.0%ETFVery LowSpringfield, MO2026-10-13
First Affirmative Financial Network
21,083$515.1K0.1%CoreN/AColorado Springs, CO2026-10-21
EverSource Wealth Advisors, LLC
20,769$507.4K0.0%CoreMediumBirmingham, AL2026-11-04
Concurrent Investment Advisors, LLC
20,256$494.8K0.0%GrowthMediumTampa, FL2026-10-16
MGO One Seven LLC
19,896$486.1K0.0%GrowthLowBeachwood, OH2026-10-28
Midwest Capital Advisors, LLC
19,804$483.8K0.2%ETFHighGrand Rapids, MI2026-11-04
Equita Financial Network, Inc.
19,794$483.6K0.1%ETFLowFort Washington, PA2026-10-19
Truefg, LLC
19,250$470.3K0.1%ETFVery LowCedar Park, TX2026-10-15
Traveka Wealth, LLC
19,188$468.8K0.1%ETFLowLos Altos, CA2026-10-19
TD Private Client Wealth LLC
19,086$466.3K0.0%ETFLowNew York, NY2026-10-28
WestHill Financial Advisors, Inc.
18,954$463.0K0.1%ETFVery LowSan Rafael, CA2026-10-14
Joel Adams & Associates, Inc.
18,552$453.2K0.3%ETFLowAsheville, NC2026-11-02
RFG Advisory, LLC
17,994$439.6K0.0%ETFMediumBirmingham, AL2026-11-03
Indivisible Partners
17,823$435.4K0.0%GrowthMediumClearwater, FL2026-10-26
Valley National Advisers Inc
17,233$421.0K0.0%ETFLowBethlehem, PA2026-10-23
Kestra Private Wealth Services, LLC
16,802$410.5K0.0%GrowthLowAustin, TX2026-10-30
One Day In July LLC
16,579$405.0K0.0%ETFVery LowBurlington, VT2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
16,494$402.9K0.0%ETFMediumWoodbury, MN2026-10-13
Resonant Capital Advisors, LLC
16,287$397.9K0.0%ETFLowMadison, WI2026-10-15
Lifelong Wealth Advisors, Inc.
16,242$396.8K0.1%ETFLowArden Hills, MN2026-10-19
Symmetry Partners, LLC
15,303$373.9K0.0%ETFLowGlastonbury, CT2026-10-27
Sigma Planning Corp
14,393$351.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Guardsman Private Capital Management, Inc.
14,341$350.4K0.2%ETFVery LowSarasota, FL2026-10-19
Hoxton Planning & Management, LLC
14,200$346.9K0.1%ETFLowShepherdstown, WV2026-10-15
Avantax Planning Partners, Inc.
14,058$343.4K0.0%ETFLowDubuque, IA2026-11-03
M Holdings Securities, Inc.
13,869$340.0K0.1%ETFHighPortland, OR2026-11-03
Verus Capital Partners, LLC
13,464$328.9K0.0%GrowthLowScottsdale, AZ2026-11-03
Signature Resources Capital Management, LLC
13,061$319.1K0.1%ETFLowNewport Beach, CA2026-10-16
Nottingham Advisors, Inc.
12,669$308.7K0.0%ETFLowAmherst, NY2026-10-29
Shore Point Advisors, LLC
12,595$307.7K0.1%ETFLowBrielle, NJ2026-10-14
True Link Financial Advisors, LLC
12,211$298.3K0.0%ETFLowSan Francisco, CA2026-10-27
SAX Wealth Advisors, LLC
12,206$298.2K0.0%ETFVery LowParsippany, NJ2026-10-13
JGP Wealth Management, LLC
12,072$294.9K0.0%CoreLowBend, OR2026-10-13
Higgins & Schmidt Wealth Strategies LLC
11,809$288.5K0.1%ETFLowDenver, CO2026-10-26
Aprio Wealth Management, LLC
11,700$285.8K0.0%ETFMediumAtlanta, GA2026-10-28
JB Capital LLC
11,506$281.1K0.0%ETFMediumWethersfield, CT2026-10-19
Oregon Pacific Wealth Management, LLC
11,348$277.2K0.3%ETFMediumMedford, OR2026-10-20
Bigelow Investment Advisors, LLC
11,113$271.5K0.1%ETFLowPortland, ME2026-10-13
Creative Capital Management Investments LLC
10,875$265.7K0.1%ETFLowSan Diego, CA2026-10-28
Wells Financial Advisors Inc
10,660$260.4K2.4%ETFVery LowFramingham, MA2026-11-02
Park National Corp
10,074$246.1K0.0%CoreLowNewark, OH2026-10-05
4Thought Financial Group Inc.
10,044$245.4K0.1%ETFLowSyosset, NY2026-11-02
PDS Planning, Inc
10,022$244.8K0.0%IndexVery LowDublin, OH2026-11-03
Sweeney & Michel, LLC
9,985$243.9K0.1%ETFVery LowChico, CA2026-10-16
Dorval Corp
9,985$243.9K0.1%ETFLowMaple Grove, MN2026-10-29
BayBridge Capital Group, LLC
9,949$243.1K0.1%GARPMediumLivermore, CA2026-10-13
Whitegate Investment Counselors, Inc.
9,923$242.4K0.1%ETFVery LowConcord, NH2026-11-02
Wesbanco Bank Inc
9,920$242.3K0.0%CoreLowWheeling, WV2026-11-04
Beacon Investment Advisory Services, Inc.
9,482$231.6K0.0%GrowthLowMorristown, NJ2026-10-13
Absolute Capital Management, LLC
9,399$229.6K0.1%ETFMediumPittsburgh, PA2026-10-16
MBE Wealth Management, LLC
9,384$229.2K0.1%ETFVery LowTomah, WI2026-10-26
AdvisorNet Financial, Inc
8,920$217.8K0.0%ETFLowMinnetonka, MN2026-10-15
Focus Financial Network, Inc.
8,896$217.3K0.0%ETFLowMinneapolis, MN2026-10-14
Affinity Capital Advisors, LLC
8,878$216.9K0.0%ETFLowBerkeley, CA2026-10-13
Ascent Group, LLC
8,684$212.2K0.0%CoreLowVirginia Beach, VA2026-10-30
Winthrop Advisory Group LLC
8,438$206.1K0.0%ETFVery LowBoston, MA2026-10-22
Sensenig Capital Advisors, Inc
8,433$206.0K0.2%ETFLowCollegeville, PA2026-10-23
First Pacific Financial
8,409$205.4K0.0%ETFLowVancouver, WA2026-10-14
Sagespring Wealth Partners, LLC
8,334$203.6K0.0%ETFLowFranklin, TN2026-10-22
CWC Advisors, Llc.
8,254$201.7K0.1%GARPLowLake Oswego, OR2026-10-15
VestGen Advisors, LLC
8,236$201.2K0.0%GrowthMediumChicago, IL2026-10-27
Cherry Tree Wealth Management, LLC
7,298$178.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
Private Trust Co NA
7,260$177.4K0.0%CoreLowCleveland, OH2026-10-20
Morton Brown Family Wealth, LLC
6,563$160.3K0.0%ETFVery LowAllentown, PA2026-10-23
Finley Financial, LLC
6,150$149.9K0.1%ETFVery LowLas Vegas, NV2026-10-28
American Capital Advisory, LLC
5,890$143.9K0.0%ETFLowKetchum, ID2026-10-28
JFS Wealth Advisors, LLC
4,466$109.1K0.0%ETFVery LowHermitage, PA2026-11-03
Blueline Advisors LLC
4,418$107.9K0.1%ETFLowExeter, NH2026-10-15
Mascoma Wealth Management LLC
4,002$97.8K0.0%ETFVery LowHanover, NH2026-10-23
Ashton Thomas Private Wealth, LLC
3,574$87.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Pittenger & Anderson Inc
3,528$86.2K0.0%CoreLowLincoln, NE2026-11-02
Sofi Wealth, LLC
3,237$79.1K0.0%ETFVery LowSan Francisco, CA2026-10-27
Armor Investment Advisors, LLC
3,200$78.2K0.0%ETFLowRaleigh, NC2026-10-27
Gen-Wealth Partners Inc
2,389$58.4K0.0%CoreLowZeeland, MI2026-11-04
Bangor Savings Bank
1,620$39.6K0.0%ETFLowBangor, ME2026-10-06
Birch Financial Group, LLC
1,445$35.3K0.0%CoreLowKeene, NH2026-10-27
Cape Investment Advisory, Inc.
1,081$26.4K0.0%ETFLowMcdonough, GA2026-10-13
Triumph Capital Management
799$19.5K0.0%ETFMediumDenver, CO2026-10-14
Eastern Bank
763$18.6K0.0%GrowthMediumBoston, MA2026-10-05
Buck Wealth Strategies, LLC
698$17.0K0.0%ValueMediumDenver, CO2026-10-28
DT Investment Partners, LLC
636$15.5K0.0%ETFVery LowChadds Ford, PA2026-10-27
West Branch Capital LLC
583$14.2K0.0%GrowthVery LowAmherst, MA2026-10-20
Mosley Wealth Management
491$12.0K0.0%ETFHighAnaheim, CA2026-10-16
Your Advocates Ltd., LLP
406$9.9K0.0%ETFLowHouston, TX2026-11-03
Tradewinds Capital Management, LLC
386$9.4K0.0%ETFVery HighBellingham, WA2026-10-23
IFP Advisors, Inc
316$7.7K0.0%GrowthLowTampa, FL2026-10-16
Creative Financial Designs Inc
310$7.6K0.0%ETFMediumKokomo, IN2026-11-04
Spire Wealth Management
299$7.3K0.0%GrowthMediumMclean, VA2026-10-30
CoreCap Advisors, LLC
289$7.1K0.0%ETFMediumSouthfield, MI2026-10-08
Decker Retirement Planning Inc.
166$4.1K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Elyxium Wealth, LLC
162$4.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Portfolio Resources Advisor Group, Inc.
140$3.4K0.0%ETFMediumCoral Gables, FL2026-10-20
Hanson & Doremus Investment Management
116$30.0%CoreVery LowBurlington, VT2026-10-16
Key Capital Management, Inc
92$2.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Physician Wealth Advisors, Inc.
0$50.0%ETFMediumMidvale, UT2026-10-20