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Ishares Ibonds DEC 2030 Corp (IBDV)

CUSIP: 46436E726 | NYSE | 467 institutional holders

Quarters

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

Capital Investment Advisors, LLC4,423,647
1.2% of portfolio›$93.5M
Klingman & Associates, LLC1,838,301
1.6% of portfolio›$38.9M
Woodmont Investment Counsel LLC1,820,556
2.0% of portfolio›$38.5M
LPL Financial LLC1,673,839
0.0% of portfolio›$35.4M
Sigma Investment Counselors Inc1,663,394
1.6% of portfolio›$35.2M
Gratus Wealth Advisors, LLC1,643,124
4.4% of portfolio›$34.7M
Lido Advisors, LLC1,563,358
0.1% of portfolio›$33.0M
Kathmere Capital Management, LLC1,470,667
1.5% of portfolio›$31.1M
US Bancorp \de\1,262,945
0.0% of portfolio›$26.7M
Venture Visionary Partners LLC1,258,724
0.7% of portfolio›$26.6M
RVW Wealth, LLC1,224,215
1.7% of portfolio›$25.9M
Howland Capital Management LLC1,182,792
0.9% of portfolio›$25.0M
Commonwealth Equity Services, LLC1,044,311
0.0% of portfolio›$22.1M
Kestra Advisory Services, LLC943,883
0.1% of portfolio›$20.0M
MV Capital Management, Inc.936,171
1.8% of portfolio›$19.8M
Ironwood Financial, llc711,143
2.3% of portfolio›$15.0M
Arrow Financial Corp698,000
1.3% of portfolio›$14.8M
First National Trust Co659,420
0.5% of portfolio›$13.9M
Probity Advisors, Inc.621,459
1.9% of portfolio›$13.1M
PFG Private Wealth Management, LLC595,835
5.3% of portfolio›$12.6M
Glenview Trust Co550,145
0.2% of portfolio›$11.6M
Central Trust Co548,468
0.2% of portfolio›$11.6M
Lyell Wealth Management, LP519,486
0.7% of portfolio›$11.0M
Rebalance, LLC489,604
0.5% of portfolio›$10.4M
MinichMacGregor Wealth Management, LLC489,183
1.7% of portfolio›$10.3M
Parallel Advisors, LLC486,970
0.1% of portfolio›$10.3M
Parkway Wealth Management Group, LLC474,839
1.2% of portfolio›$10.0M
Guidance Point Advisors, LLC458,556
2.0% of portfolio›$9.7M
Cornerstone Planning, LLC442,565
2.0% of portfolio›$9.6M
Windsor Capital Management, LLC374,363
2.0% of portfolio›$7.9M
Arcadia Investment Advisors LLC363,735
3.2% of portfolio›$7.7M
Concurrent Investment Advisors, LLC357,098
0.1% of portfolio›$7.5M
Allworth Financial LP339,601
0.0% of portfolio›$7.4M
InvesTrust338,054
2.9% of portfolio›$7.1M
Praetorian Wealth Management, Inc.317,577
1.2% of portfolio›$6.7M
4Thought Financial Group Inc.290,449
2.9% of portfolio›$6.1M
Atria Investments, Inc287,006
0.1% of portfolio›$6.1M
Quantum Financial Advisors, LLC282,359
0.6% of portfolio›$6.0M
J.W. Cole Advisors, Inc.272,319
0.1% of portfolio›$5.8M
Droms Strauss Advisors Inc267,358
1.3% of portfolio›$5.7M
Strid Group, LLC262,630
0.6% of portfolio›$5.6M
Precedent Wealth Partners, LLC258,586
0.8% of portfolio›$5.5M
Wilkins Miller Wealth Management, LLC257,760
3.1% of portfolio›$5.4M
Virginia Wealth Management Group, Inc.257,364
2.7% of portfolio›$5.4M
IFP Advisors, Inc252,651
0.1% of portfolio›$5.3M
Krilogy Financial LLC241,004
0.1% of portfolio›$5.1M
Cliftonlarsonallen Wealth Advisors, LLC240,515
0.1% of portfolio›$5.1M
Rossmore Private Capital239,760
0.4% of portfolio›$5.1M
MCF Advisors LLC223,073
0.2% of portfolio›$4.7M
Beaumont Asset Management, L.L.C.210,547
1.5% of portfolio›$4.5M
Wealth Enhancement Advisory Services, LLC203,824
0.0% of portfolio›$4.3M
Hamel Associates, Inc.202,188
1.2% of portfolio›$4.3M
Chicago Partners Investment Group LLC202,077
0.1% of portfolio›$4.3M
Romano Brothers and Company196,490
0.4% of portfolio›$4.2M
Fulton Breakefield Broenniman LLC188,718
0.2% of portfolio›$4.0M
Penobscot Investment Management Company, Inc.188,222
0.3% of portfolio›$4.0M
Valmark Advisers, Inc.186,250
0.0% of portfolio›$3.9M
Cambridge Investment Research Advisors, Inc.184,702
0.0% of portfolio›$3.9K
Adirondack Trust Co180,078
1.2% of portfolio›$3.8M
Beese Fulmer Investment Management, Inc.177,884
0.2% of portfolio›$3.8M
Merit Financial Group, LLC164,729
0.0% of portfolio›$3.5M
10Elms LLP152,908
1.4% of portfolio›$3.2M
Laurel Wealth Advisors LLC150,350
0.3% of portfolio›$3.2M
Arcataur Capital Management LLC137,933
0.7% of portfolio›$2.9M
LifePlan Financial, LLC135,523
2.0% of portfolio›$2.9M
Associated Banc-Corp128,964
0.1% of portfolio›$2.7M
Twin Cities Retirement Group LLC127,763
2.2% of portfolio›$2.7M
Leo Wealth, LLC122,712
0.6% of portfolio›$2.6M
Sightline Wealth Advisors, LLC122,168
1.2% of portfolio›$2.6M
Sowell Financial Services LLC121,569
0.1% of portfolio›$2.6M
Segment Wealth Management, LLC120,286
0.1% of portfolio›$2.5M
Meridian Wealth Management, LLC115,626
0.1% of portfolio›$2.4M
Instrumental Wealth, LLC114,875
1.2% of portfolio›$2.4M
Great Diamond Partners, LLC109,167
0.4% of portfolio›$2.3M
Keeler Thomas Management LLC104,486
0.9% of portfolio›$2.2M
Community Financial Services Group, LLC103,162
0.3% of portfolio›$2.2M
Harbor Investment Advisory, LLC101,978
0.1% of portfolio›$2.2M
Breachway Investments LLC99,655
3.3% of portfolio›$2.1M
LFA - Lugano Financial Advisors SA96,993
1.2% of portfolio›$2.1M
Cabot Wealth Management Inc96,644
0.2% of portfolio›$2.0M
Sonata Capital Group Inc95,858
0.6% of portfolio›$2.0M
Wealthstar Advisors, LLC95,047
0.6% of portfolio›$2.0M
Resonant Capital Advisors, LLC89,273
0.1% of portfolio›$1.9M
Cornell Pochily Investment Advisors, Inc.88,232
0.5% of portfolio›$1.9M
Cherry Tree Wealth Management, LLC84,403
0.3% of portfolio›$1.8M
Beacon Financial Group75,770
0.1% of portfolio›$1.6M
Chesley Taft & Associates LLC75,000
0.1% of portfolio›$1.6M
Jefferson Bridge Capital, LLC74,122
1.4% of portfolio›$1.6M
Bullock Wealth Management Group72,693
0.6% of portfolio›$1.5M
Commonwealth Financial Services, LLC72,650
0.3% of portfolio›$1.5M
Meitav Investment House LTD71,182
0.0% of portfolio›$1.5M
Jacobi Capital Management LLC68,612
0.1% of portfolio›$1.5M
NovaPoint Capital, LLC67,648
0.3% of portfolio›$1.4M
OFS Enterprise LLC66,863
0.4% of portfolio›$1.4M
Cowa, LLC61,383
0.3% of portfolio›$1.3M
Fifth Third Bancorp60,735
0.0% of portfolio›$1.3M
Moneco Advisors, LLC60,148
0.1% of portfolio›$1.3M
Montecito Bank & Trust59,289
0.2% of portfolio›$1.3M
McGlone Suttner Wealth Management, Inc.58,857
0.1% of portfolio›$1.2M
SAX Wealth Advisors, LLC57,691
0.0% of portfolio›$1.2M
Bank of New Hampshire53,730
0.2% of portfolio›$1.1M
First Fiduciary Investment Counsel, Inc.53,321
0.0% of portfolio›$1.1K
Beaumont Financial Advisors, LLC52,904
0.1% of portfolio›$1.1M
Archford Capital Strategies, LLC50,936
0.1% of portfolio›$1.1M
Oppenheimer & Co Inc50,431
0.0% of portfolio›$1.1M
Clearstead Advisors, LLC48,785
0.0% of portfolio›$1.0M
Paradigm, Strategies in Wealth Management, LLC46,694
0.6% of portfolio›$987.1K
Conrad Siegel Investment Advisors, Inc.45,623
0.2% of portfolio›$964.5K
Farther Finance Advisors, LLC44,440
0.0% of portfolio›$939.5K
Little House Capital LLC42,150
0.2% of portfolio›$891.0K
Foundation Wealth Management, LLC42,035
0.5% of portfolio›$888.7K
Ascentis Independent Advisors41,450
0.1% of portfolio›$876.3K
River's Edge Wealth Management, LLC41,197
0.7% of portfolio›$875.0K
Bank of New York Mellon Corp40,844
0.0% of portfolio›$863.5K
Foundry Financial Group, Inc.39,344
0.3% of portfolio›$831.7K
Aspen Wealth Management LLC38,993
0.1% of portfolio›$824.3K
Duncker Streett & Co Inc38,064
0.1% of portfolio›$804.7K
Redw Wealth LLC37,364
0.3% of portfolio›$789.9K
First Interstate Bank36,803
0.0% of portfolio›$778.0K
Blue Square Asset Management, LLC36,786
0.3% of portfolio›$777.7K
Thrivent Financial for Lutherans33,651
0.0% of portfolio›$710.0K
DecisionMap Wealth Management, LLC32,138
0.4% of portfolio›$679.4K
Newman Dignan & Sheerar, Inc.31,755
0.1% of portfolio›$671.3K
Redwood Financial Network Corp31,689
0.4% of portfolio›$669.9K
XML Financial, LLC31,490
0.0% of portfolio›$665.7K
Creative Planning30,990
0.0% of portfolio›$655.1K
Gradient Capital Advisors, LLC29,999
0.1% of portfolio›$634.2K
Tableaux LLC29,337
0.3% of portfolio›$620.2K
Baker Boyer National Bank28,451
0.2% of portfolio›$601.5K
Mlp3, LLC28,287
0.5% of portfolio›$598.0K
Gryphon Financial Partners LLC27,152
0.0% of portfolio›$574.0K
Regions Financial Corp26,217
0.0% of portfolio›$554.2K
Kestra Private Wealth Services, LLC26,211
0.0% of portfolio›$554.1K
Princeton Global Asset Management LLC25,708
0.1% of portfolio›$543.5K
Hyposwiss Advisors SA25,400
0.5% of portfolio›$537.0K
PNC Financial Services Group, Inc.24,889
0.0% of portfolio›$526.2K
Ellis Investment Partners, LLC24,206
0.1% of portfolio›$511.7K
Woodley Farra Manion Portfolio Management Inc24,106
0.0% of portfolio›$509.6K
Kesler, Norman & Wride, LLC23,576
0.1% of portfolio›$498.4K
Clearstead Trust, LLC23,155
0.1% of portfolio›$489.5K
Gilbert Capital Group, Inc.22,661
0.3% of portfolio›$479.1K
Welch & Forbes LLC22,331
0.0% of portfolio›$472.1K
ADG Wealth Management Group, LLC21,800
0.3% of portfolio›$460.9K
Truist Financial Corp21,537
0.0% of portfolio›$455.3K
Provenance Wealth Advisors, LLC20,529
0.0% of portfolio›$434.0K
Moors & Cabot, Inc.19,963
0.0% of portfolio›$422.0K
Quartz Partners, LLC19,455
0.1% of portfolio›$411.3K
ProVise Management Group, LLC19,184
0.0% of portfolio›$405.6K
Simon Quick Advisors, LLC19,110
0.0% of portfolio›$404.0K
Barrett & Company, Inc.19,106
0.1% of portfolio›$403.9K
Mesirow Financial Investment Management, Inc.19,097
0.0% of portfolio›$403.7K
Prosperity Planning, Inc.18,985
0.1% of portfolio›$401.3K
Naples Global Advisors, LLC18,815
0.0% of portfolio›$397.8K
Ballast Rock Private Wealth LLC18,521
0.2% of portfolio›$391.5K
Alliance Wealth Advisors, LLC18,129
0.1% of portfolio›$383.2K
Focused Alpha, LLC17,961
0.1% of portfolio›$379.7K
1900 Wealth Management LLC17,691
0.0% of portfolio›$374.0K
Members Wealth LLC17,670
0.2% of portfolio›$373.5K
Addison Advisors LLC17,314
0.2% of portfolio›$366.0K
Yoder Wealth Management, Inc.16,900
0.1% of portfolio›$357.3K
Forvis Mazars Wealth Advisors, LLC16,493
0.0% of portfolio›$348.7K
Robinson Smith Wealth Advisors LLC16,484
0.2% of portfolio›$348.5K
XY Planning Network, Inc.16,381
0.0% of portfolio›$346.3K
Sterling Investment Advisors, Ltd.16,098
0.1% of portfolio›$340.3K
Straight Path Wealth Management15,944
0.1% of portfolio›$337.1K
4J Wealth Management LLC15,888
0.2% of portfolio›$335.9K
Koshinski Asset Management, Inc.15,858
0.0% of portfolio›$335.2K
Summit Asset Management, LLC15,422
0.0% of portfolio›$326.0K
Johnson Bixby & Associates, LLC14,745
0.0% of portfolio›$311.7K
Cyr Financial Inc.14,734
0.2% of portfolio›$311.5K
Schmidt P J Investment Management Inc14,720
0.0% of portfolio›$311.2K
Farnam Financial LLC14,489
0.2% of portfolio›$307.7K
TD Waterhouse Canada Inc.14,419
0.0% of portfolio›$336.6K
Valley Wealth Managers, Inc.14,050
0.0% of portfolio›$297.0K
Wealthcare Advisory Partners LLC13,758
0.0% of portfolio›$290.8K
Avidian Wealth Enterprises, LLC13,466
0.0% of portfolio›$284.7K
Advisor OS, LLC13,086
0.0% of portfolio›$276.6K
Robertson Stephens Wealth Management, LLC12,853
0.0% of portfolio›$271.7K
Hurley Capital, LLC12,800
0.1% of portfolio›$270.6K
Diversify Wealth Management, LLC12,692
0.0% of portfolio›$269.5K
Diversify Advisory Services, LLC12,692
0.0% of portfolio›$269.5K
Brookstone Capital Management12,418
0.0% of portfolio›$262.5K
Autumn Glory Partners, LLC12,197
0.1% of portfolio›$257.8K
Sarver Vrooman Wealth Advisors11,737
0.1% of portfolio›$248.1K
Berkshire Money Management, Inc.11,520
0.0% of portfolio›$243.5K
Signaturefd, LLC11,280
0.0% of portfolio›$238.5K
Choreo, LLC11,174
0.0% of portfolio›$236.2K
Syntegra Private Wealth Group, LLC11,085
0.0% of portfolio›$234.3K
Beacon Financial Planning, Inc10,808
0.1% of portfolio›$228.5K
Legacy Wealth Management, LLC / MS10,500
0.1% of portfolio›$222.0K
Aprio Wealth Management, LLC10,486
0.0% of portfolio›$221.7K
Koesten, Hirschmann & Crabtree, Inc.10,385
0.1% of portfolio›$219.5K
Gamma Investing LLC10,285
0.0% of portfolio›$217.4K
Accretive Wealth Partners, LLC10,178
0.0% of portfolio›$215.2K
Csenge Advisory Group10,160
0.0% of portfolio›$214.8K
Midland Wealth Advisors, LLC9,961
0.0% of portfolio›$210.6K
Vise Technologies, Inc.9,809
0.0% of portfolio›$207.4K
Barclays PLC9,789
0.0% of portfolio›$206.9K
First Premier Bank9,615
0.0% of portfolio›$203
Plancorp, LLC9,402
0.0% of portfolio›$200.8K
Robbins Farley9,200
0.1% of portfolio›$194.5K
Ashton Thomas Private Wealth, LLC8,995
0.0% of portfolio›$190.2K
Bradley & Co. Private Wealth Management, LLC7,956
0.1% of portfolio›$168.2K
Physician Wealth Advisors, Inc.7,796
0.0% of portfolio›$164.8K
Trust Co7,659
0.0% of portfolio›$161.9K
High Note Wealth, LLC7,480
0.0% of portfolio›$158.1K
Stone House Investment Management, LLC5,734
0.0% of portfolio›$121.2K
Y.D. More Investments Ltd5,530
0.0% of portfolio›$116.6K
Pittenger & Anderson Inc4,780
0.0% of portfolio›$101.1K
Next Level Wealth Planning, LLC4,580
0.0% of portfolio›$96.8K
Phillips Financial Management, LLC4,049
0.0% of portfolio›$85.6K
Townsend Asset Management Corp3,484
0.0% of portfolio›$73.6K
NBH Bank2,841
0.0% of portfolio›$60.1K
Birch Financial Group, LLC2,553
0.0% of portfolio›$54.0K
Wilmington Savings Fund Society, FSB2,500
0.0% of portfolio›$52.9K
Pinnacle Bancorp, Inc.2,345
0.0% of portfolio›$49.6K
Trust Co of Vermont2,326
0.0% of portfolio›$49.2K
United Community Bank2,220
0.0% of portfolio›$46.9K
Rossby Financial, LCC2,128
0.0% of portfolio›$45.0K
Blue Trust, Inc.1,989
0.0% of portfolio›$42.0K
Eastern Bank1,550
0.0% of portfolio›$32.8K
Coastline Trust Co1,316
0.0% of portfolio›$27.8K
Financial Consulate, Inc608
0.0% of portfolio›$12.9K
Key FInancial Inc590
0.0% of portfolio›$12.5K
AlphaCore Capital LLC355
0.0% of portfolio›$7.5K
IMG Wealth Management, Inc.241
0.0% of portfolio›$5.1K
Root Financial Partners, LLC74
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
4,423,647$93.5M1.2%CoreLowAtlanta, GA2026-10-22
Klingman & Associates, LLC
1,838,301$38.9M1.6%ETFVery LowNew York, NY2026-10-20
Woodmont Investment Counsel LLC
1,820,556$38.5M2.0%GARPVery LowNashville, TN2026-10-29
LPL Financial LLC
1,673,839$35.4M0.0%IndexVery LowFort Mill, SC2026-11-06
Sigma Investment Counselors Inc
1,663,394$35.2M1.6%ETFLowNorthville, MI2026-10-27
Gratus Wealth Advisors, LLC
1,643,124$34.7M4.4%ETFLowVirginia Beach, VA2026-10-26
Lido Advisors, LLC
1,563,358$33.0M0.1%GrowthLowLos Angeles, CA2026-11-04
Kathmere Capital Management, LLC
1,470,667$31.1M1.5%ETFLowWayne, PA2026-10-20
US Bancorp \de\
1,262,945$26.7M0.0%IndexLowMinneapolis, MN2026-11-05
Venture Visionary Partners LLC
1,258,724$26.6M0.7%CoreLowSylvania, OH2026-10-07
RVW Wealth, LLC
1,224,215$25.9M1.7%ETFVery LowLos Angeles, CA2026-10-06
Howland Capital Management LLC
1,182,792$25.0M0.9%CoreLowBoston, MA2026-10-22
Commonwealth Equity Services, LLC
1,044,311$22.1M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
943,883$20.0M0.1%CoreLowAustin, TX2026-11-02
MV Capital Management, Inc.
936,171$19.8M1.8%ETFLowBethesda, MD2026-10-29
Ironwood Financial, llc
711,143$15.0M2.3%ETFLowTucson, AZ2026-10-20
Arrow Financial Corp
698,000$14.8M1.3%ETFLowGlens Falls, NY2026-10-26
First National Trust Co
659,420$13.9M0.5%GrowthLowJohnstown, PA2026-10-28
Probity Advisors, Inc.
621,459$13.1M1.9%ETFLowDallas, TX2026-10-23
PFG Private Wealth Management, LLC
595,835$12.6M5.3%ETFHighLutz, FL2026-10-15
Glenview Trust Co
550,145$11.6M0.2%GrowthVery LowLouisville, KY2026-10-28
Central Trust Co
548,468$11.6M0.2%CoreLowJefferson City, MO2026-11-05
Lyell Wealth Management, LP
519,486$11.0M0.7%GrowthLowMenlo Park, CA2026-10-30
Rebalance, LLC
489,604$10.4M0.5%ETFVery LowPalo Alto, CA2026-10-22
MinichMacGregor Wealth Management, LLC
489,183$10.3M1.7%ETFHighSaratoga Springs, NY2026-10-14
Parallel Advisors, LLC
486,970$10.3M0.1%IndexLowSan Francisco, CA2026-11-03
Parkway Wealth Management Group, LLC
474,839$10.0M1.2%ETFHighPlano, TX2026-10-20
Guidance Point Advisors, LLC
458,556$9.7M2.0%ETFVery LowWellesley, MA2026-10-15
Cornerstone Planning, LLC
442,565$9.6M2.0%CoreMediumCharlotte, NC2026-10-27
Windsor Capital Management, LLC
374,363$7.9M2.0%ETFVery LowPhoenix, AZ2026-10-13
Arcadia Investment Advisors LLC
363,735$7.7M3.2%ETFLowEagle, ID2026-10-13
Concurrent Investment Advisors, LLC
357,098$7.5M0.1%GrowthMediumTampa, FL2026-10-16
Allworth Financial LP
339,601$7.4M0.0%IndexLowFolsom, CA2026-11-06
InvesTrust
338,054$7.1M2.9%CoreLowOklahoma City, OK2026-10-14
Praetorian Wealth Management, Inc.
317,577$6.7M1.2%ETFVery LowCarmel, CA2026-10-16
4Thought Financial Group Inc.
290,449$6.1M2.9%ETFLowSyosset, NY2026-11-02
Atria Investments, Inc
287,006$6.1M0.1%CoreMediumCharlotte, NC2026-10-15
Quantum Financial Advisors, LLC
282,359$6.0M0.6%ETFLowSanta Monica, CA2026-11-03
J.W. Cole Advisors, Inc.
272,319$5.8M0.1%IndexLowTampa, FL2026-11-05
Droms Strauss Advisors Inc
267,358$5.7M1.3%ETFLowSt. Louis, MO2026-11-03
Strid Group, LLC
262,630$5.6M0.6%ETFLowNewtown Square, PA2026-10-28
Precedent Wealth Partners, LLC
258,586$5.5M0.8%ETFMediumHouston, TX2026-10-21
Wilkins Miller Wealth Management, LLC
257,760$5.4M3.1%ETFVery LowMobile, AL2026-10-13
Virginia Wealth Management Group, Inc.
257,364$5.4M2.7%YieldLowVirginia Beach, VA2026-10-14
IFP Advisors, Inc
252,651$5.3M0.1%GrowthLowTampa, FL2026-10-16
Krilogy Financial LLC
241,004$5.1M0.1%GrowthLowSt. Louis, MO2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
240,515$5.1M0.1%ETFLowMinneapolis, MN2026-10-14
Rossmore Private Capital
239,760$5.1M0.4%CoreLowGlastonbury, CT2026-10-27
MCF Advisors LLC
223,073$4.7M0.2%ETFLowLexington, KY2026-10-28
Beaumont Asset Management, L.L.C.
210,547$4.5M1.5%ETFLowBeaumont, TX2026-10-16
Wealth Enhancement Advisory Services, LLC
203,824$4.3M0.0%CoreLowPlymouth, MN2026-10-13
Hamel Associates, Inc.
202,188$4.3M1.2%CoreLowAllentown, PA2026-11-06
Chicago Partners Investment Group LLC
202,077$4.3M0.1%GARPLowChicago, IL2026-10-27
Romano Brothers and Company
196,490$4.2M0.4%CoreLowEvanston, IL2026-10-22
Fulton Breakefield Broenniman LLC
188,718$4.0M0.2%GrowthLowBethesda, MD2026-11-03
Penobscot Investment Management Company, Inc.
188,222$4.0M0.3%GrowthLowBoston, MA2026-10-26
Valmark Advisers, Inc.
186,250$3.9M0.0%ETFVery LowAkron, OH2026-11-06
Cambridge Investment Research Advisors, Inc.
184,702$3.9K0.0%ETFLowFairfield, IA2026-11-02
Adirondack Trust Co
180,078$3.8M1.2%GrowthLowSaratoga Springs, NY2026-10-14
Beese Fulmer Investment Management, Inc.
177,884$3.8M0.2%CoreLowCanton, OH2026-10-23
Merit Financial Group, LLC
164,729$3.5M0.0%ETFLowAlpharetta, GA2026-11-06
10Elms LLP
152,908$3.2M1.4%ETFVery LowTulsa, OK2026-11-06
Laurel Wealth Advisors LLC
150,350$3.2M0.3%CoreVery LowCharlotte, NC2026-10-27
Arcataur Capital Management LLC
137,933$2.9M0.7%ETFVery LowMilwaukee, WI2026-10-21
LifePlan Financial, LLC
135,523$2.9M2.0%CoreLowMankato, MN2026-10-13
Associated Banc-Corp
128,964$2.7M0.1%CoreLowGreen Bay, WI2026-10-30
Twin Cities Retirement Group LLC
127,763$2.7M2.2%ETFVery LowPlymouth, MN2026-10-16
Leo Wealth, LLC
122,712$2.6M0.6%CoreLowHurst, TX2026-10-26
Sightline Wealth Advisors, LLC
122,168$2.6M1.2%ETFLowGroton, CT2026-10-21
Sowell Financial Services LLC
121,569$2.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
Segment Wealth Management, LLC
120,286$2.5M0.1%CoreLowHouston, TX2026-10-26
Meridian Wealth Management, LLC
115,626$2.4M0.1%GrowthLowLexington, KY2026-11-05
Instrumental Wealth, LLC
114,875$2.4M1.2%ETFLowTampa, FL2026-10-20
Great Diamond Partners, LLC
109,167$2.3M0.4%CoreMediumPortland, ME2026-10-13
Keeler Thomas Management LLC
104,486$2.2M0.9%CoreHighOrem, UT2026-10-29
Community Financial Services Group, LLC
103,162$2.2M0.3%GrowthLowNewport, VT2026-10-15
Harbor Investment Advisory, LLC
101,978$2.2M0.1%GrowthLowLutherville, MD2026-10-13
Breachway Investments LLC
99,655$2.1M3.3%ETFLowCharlestown, RI2026-10-19
LFA - Lugano Financial Advisors SA
96,993$2.1M1.2%ETFLowLugano, Switzerland2026-11-03
Cabot Wealth Management Inc
96,644$2.0M0.2%CoreMediumBeverly, MA2026-11-05
Sonata Capital Group Inc
95,858$2.0M0.6%ETFVery LowSeattle, WA2026-10-19
Wealthstar Advisors, LLC
95,047$2.0M0.6%ETFMediumPlano, TX2026-10-19
Resonant Capital Advisors, LLC
89,273$1.9M0.1%ETFLowMadison, WI2026-10-15
Cornell Pochily Investment Advisors, Inc.
88,232$1.9M0.5%CoreLowIthaca, NY2026-10-19
Cherry Tree Wealth Management, LLC
84,403$1.8M0.3%ETFVery LowMinnetonka, MN2026-10-15
Beacon Financial Group
75,770$1.6M0.1%ETFMediumDallas, TX2026-10-19
Chesley Taft & Associates LLC
75,000$1.6M0.1%CoreLowChicago, IL2026-10-13
Jefferson Bridge Capital, LLC
74,122$1.6M1.4%ValueLowNashville, TN2026-11-06
Bullock Wealth Management Group
72,693$1.5M0.6%GrowthLowBloomington, IN2026-10-09
Commonwealth Financial Services, LLC
72,650$1.5M0.3%ETFMediumVienna, WV2026-10-20
Meitav Investment House LTD
71,182$1.5M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Jacobi Capital Management LLC
68,612$1.5M0.1%CoreLowPittston, PA2026-11-05
NovaPoint Capital, LLC
67,648$1.4M0.3%CoreLowAtlanta, GA2026-10-22
OFS Enterprise LLC
66,863$1.4M0.4%ETFVery LowKearney, NE2026-10-16
Cowa, LLC
61,383$1.3M0.3%ETFMediumTulsa, OK2026-10-30
Fifth Third Bancorp
60,735$1.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Moneco Advisors, LLC
60,148$1.3M0.1%ETFLowFairfield, CT2026-11-05
Montecito Bank & Trust
59,289$1.3M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
McGlone Suttner Wealth Management, Inc.
58,857$1.2M0.1%ETFVery LowAppleton, WI2026-10-13
SAX Wealth Advisors, LLC
57,691$1.2M0.0%ETFVery LowParsippany, NJ2026-10-13
Bank of New Hampshire
53,730$1.1M0.2%CoreLowLaconia, NH2026-10-06
First Fiduciary Investment Counsel, Inc.
53,321$1.1K0.0%CoreLowCleveland, OH2026-10-27
Beaumont Financial Advisors, LLC
52,904$1.1M0.1%GrowthMediumNeedham, MA2026-10-22
Archford Capital Strategies, LLC
50,936$1.1M0.1%GrowthMediumSwansea, IL2026-10-19
Oppenheimer & Co Inc
50,431$1.1M0.0%CoreLowNew York, NY2026-10-26
Clearstead Advisors, LLC
48,785$1.0M0.0%ETFLowCleveland, OH2026-11-06
Paradigm, Strategies in Wealth Management, LLC
46,694$987.1K0.6%ETFLowMaple Grove, MN2026-10-16
Conrad Siegel Investment Advisors, Inc.
45,623$964.5K0.2%ETFLowHarrisburg, PA2026-10-08
Farther Finance Advisors, LLC
44,440$939.5K0.0%IndexLowSan Francisco, CA2026-10-08
Little House Capital LLC
42,150$891.0K0.2%CoreLowBraintree, MA2026-11-06
Foundation Wealth Management, LLC
42,035$888.7K0.5%ETFLowClayton, MO2026-10-22
Ascentis Independent Advisors
41,450$876.3K0.1%ETFLowDallas, TX2026-11-03
River's Edge Wealth Management, LLC
41,197$875.0K0.7%ETFVery LowBeaver, PA2026-10-19
Bank of New York Mellon Corp
40,844$863.5K0.0%CoreLowNew York, NY2026-11-05
Foundry Financial Group, Inc.
39,344$831.7K0.3%ETFLowLaconia, NH2026-10-28
Aspen Wealth Management LLC
38,993$824.3K0.1%ETFLowFort Worth, TX2026-10-14
Duncker Streett & Co Inc
38,064$804.7K0.1%GrowthLowSt. Louis, MO2026-10-27
Redw Wealth LLC
37,364$789.9K0.3%ETFLowAlbuquerque, NM2026-11-02
First Interstate Bank
36,803$778.0K0.0%ETFLowBillings, MT2026-10-23
Blue Square Asset Management, LLC
36,786$777.7K0.3%MomentumMediumNew York, NY2026-11-02
Thrivent Financial for Lutherans
33,651$710.0K0.0%GARPMediumMinneapolis, MN2026-11-05
DecisionMap Wealth Management, LLC
32,138$679.4K0.4%ETFLowGreat Falls, VA2026-10-29
Newman Dignan & Sheerar, Inc.
31,755$671.3K0.1%ETFLowProvidence, RI2026-10-21
Redwood Financial Network Corp
31,689$669.9K0.4%ETFLowSolon, OH2026-11-03
XML Financial, LLC
31,490$665.7K0.0%ETFLowBethesda, MD2026-10-29
Creative Planning
30,990$655.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Gradient Capital Advisors, LLC
29,999$634.2K0.1%ETFLowSan Diego, CA2026-10-21
Tableaux LLC
29,337$620.2K0.3%ETFLowStockbridge, MA2026-10-23
Baker Boyer National Bank
28,451$601.5K0.2%ETFVery LowWalla Walla, WA2026-11-05
Mlp3, LLC
28,287$598.0K0.5%CoreVery LowLinwood, NJ2026-10-22
Gryphon Financial Partners LLC
27,152$574.0K0.0%IndexLowColumbus, OH2026-11-04
Regions Financial Corp
26,217$554.2K0.0%CoreLowBirmingham, AL2026-11-05
Kestra Private Wealth Services, LLC
26,211$554.1K0.0%GrowthLowAustin, TX2026-11-06
Princeton Global Asset Management LLC
25,708$543.5K0.1%GrowthLowPrinceton, NJ2026-10-21
Hyposwiss Advisors SA
25,400$537.0K0.5%ETFLowGeneva, Switzerland2026-10-26
PNC Financial Services Group, Inc.
24,889$526.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Ellis Investment Partners, LLC
24,206$511.7K0.1%ETFLowBerwyn, PA2026-10-21
Woodley Farra Manion Portfolio Management Inc
24,106$509.6K0.0%ValueMediumIndianapolis, IN2026-11-05
Kesler, Norman & Wride, LLC
23,576$498.4K0.1%CoreMediumOgden, UT2026-11-06
Clearstead Trust, LLC
23,155$489.5K0.1%GrowthLowPortland, ME2026-11-06
Gilbert Capital Group, Inc.
22,661$479.1K0.3%ETFHighNorth Yarmouth, ME2026-10-28
Welch & Forbes LLC
22,331$472.1K0.0%CoreVery LowBoston, MA2026-11-04
ADG Wealth Management Group, LLC
21,800$460.9K0.3%ETFVery LowMetairie, LA2026-10-23
Truist Financial Corp
21,537$455.3K0.0%CoreLowCharlotte, NC2026-10-30
Provenance Wealth Advisors, LLC
20,529$434.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Moors & Cabot, Inc.
19,963$422.0K0.0%CoreLowBoston, MA2026-11-06
Quartz Partners, LLC
19,455$411.3K0.1%GARPMediumSaratoga Springs, NY2026-11-03
ProVise Management Group, LLC
19,184$405.6K0.0%CoreLowClearwater, FL2026-11-06
Simon Quick Advisors, LLC
19,110$404.0K0.0%ETFLowMorristown, NJ2026-10-26
Barrett & Company, Inc.
19,106$403.9K0.1%ETFLowProvidence, RI2026-10-22
Mesirow Financial Investment Management, Inc.
19,097$403.7K0.0%CoreLowChicago, IL2026-11-05
Prosperity Planning, Inc.
18,985$401.3K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Naples Global Advisors, LLC
18,815$397.8K0.0%CoreVery LowNaples, FL2026-11-05
Ballast Rock Private Wealth LLC
18,521$391.5K0.2%ETFMediumCharleston, SC2026-10-26
Alliance Wealth Advisors, LLC
18,129$383.2K0.1%ETFHighCenterville, UT2026-10-28
Focused Alpha, LLC
17,961$379.7K0.1%CoreMediumDenver, CO2026-10-20
1900 Wealth Management LLC
17,691$374.0K0.0%ETFLowSan Antonio, TX2026-10-13
Members Wealth LLC
17,670$373.5K0.2%ETFLowMedia, PA2026-10-20
Addison Advisors LLC
17,314$366.0K0.2%ETFLowMiddlebury, VT2026-11-06
Yoder Wealth Management, Inc.
16,900$357.3K0.1%ETFLowWalnut Creek, CA2026-10-13
Forvis Mazars Wealth Advisors, LLC
16,493$348.7K0.0%ETFVery LowSpringfield, MO2026-10-13
Robinson Smith Wealth Advisors LLC
16,484$348.5K0.2%ETFLowSouth Portland, ME2026-10-22
XY Planning Network, Inc.
16,381$346.3K0.0%ETFLowBozeman, MT2026-10-14
Sterling Investment Advisors, Ltd.
16,098$340.3K0.1%GrowthLowBerwyn, PA2026-10-27
Straight Path Wealth Management
15,944$337.1K0.1%ETFLowJenison, MI2026-10-23
4J Wealth Management LLC
15,888$335.9K0.2%ETFMediumMclean, VA2026-11-02
Koshinski Asset Management, Inc.
15,858$335.2K0.0%ETFLowDecatur, IL2026-10-29
Summit Asset Management, LLC
15,422$326.0K0.0%ETFLowMemphis, TN2026-11-05
Johnson Bixby & Associates, LLC
14,745$311.7K0.0%ETFMediumVancouver, WA2026-10-14
Cyr Financial Inc.
14,734$311.5K0.2%ETFLowHennepin, IL2026-10-16
Schmidt P J Investment Management Inc
14,720$311.2K0.0%GrowthVery LowCedarburg, WI2026-11-02
Farnam Financial LLC
14,489$307.7K0.2%ETFLowPhoenix, AZ2026-10-21
TD Waterhouse Canada Inc.
14,419$336.6K0.0%CoreLowToronto, Australia2026-10-16
Valley Wealth Managers, Inc.
14,050$297.0K0.0%GARPMediumParamus, NJ2026-10-09
Wealthcare Advisory Partners LLC
13,758$290.8K0.0%ETFLowWest Chester, PA2026-10-21
Avidian Wealth Enterprises, LLC
13,466$284.7K0.0%ETFLowHouston, TX2026-10-08
Advisor OS, LLC
13,086$276.6K0.0%ETFMediumChicago, IL2026-11-03
Robertson Stephens Wealth Management, LLC
12,853$271.7K0.0%ETFMediumSan Francisco, CA2026-10-16
Hurley Capital, LLC
12,800$270.6K0.1%GARPMediumNew York, NY2026-11-05
Diversify Wealth Management, LLC
12,692$269.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
12,692$269.5K0.0%GrowthLowSandy, UT2026-10-20
Brookstone Capital Management
12,418$262.5K0.0%ETFMediumWheaton, IL2026-10-22
Autumn Glory Partners, LLC
12,197$257.8K0.1%CoreMediumDallas, TX2026-10-26
Sarver Vrooman Wealth Advisors
11,737$248.1K0.1%ETFMediumKansas City, MO2026-10-01
Berkshire Money Management, Inc.
11,520$243.5K0.0%ETFMediumDalton, MA2026-10-21
Signaturefd, LLC
11,280$238.5K0.0%IndexLowAtlanta, GA2026-10-23
Choreo, LLC
11,174$236.2K0.0%IndexLowRockford, IL2026-10-28
Syntegra Private Wealth Group, LLC
11,085$234.3K0.0%ETFLowChesterfield, MO2026-10-13
Beacon Financial Planning, Inc
10,808$228.5K0.1%ETFVery LowHyannis, MA2026-11-04
Legacy Wealth Management, LLC / MS
10,500$222.0K0.1%GrowthLowRidgeland, MS2026-10-30
Aprio Wealth Management, LLC
10,486$221.7K0.0%ETFMediumAtlanta, GA2026-10-28
Koesten, Hirschmann & Crabtree, Inc.
10,385$219.5K0.1%ETFVery LowOverland Park, KS2026-10-13
Gamma Investing LLC
10,285$217.4K0.0%IndexVery LowFoster City, CA2026-10-08
Accretive Wealth Partners, LLC
10,178$215.2K0.0%ETFVery LowParsippany, NJ2026-11-06
Csenge Advisory Group
10,160$214.8K0.0%ETFMediumClearwater, FL2026-11-04
Midland Wealth Advisors, LLC
9,961$210.6K0.0%ETFLowEffingham, IL2026-10-26
Vise Technologies, Inc.
9,809$207.4K0.0%IndexLowNew York, NY2026-10-29
Barclays PLC
9,789$206.9K0.0%CoreMediumLondon, United Kingdom2026-11-06
First Premier Bank
9,615$2030.0%CoreVery LowSioux Falls, SD2026-10-13
Plancorp, LLC
9,402$200.8K0.0%ETFLowSaint Louis, MO2026-11-03
Robbins Farley
9,200$194.5K0.1%CoreMediumBedford, NH2026-10-21
Ashton Thomas Private Wealth, LLC
8,995$190.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Bradley & Co. Private Wealth Management, LLC
7,956$168.2K0.1%CoreVery LowMiami, FL2026-10-23
Physician Wealth Advisors, Inc.
7,796$164.8K0.0%ETFMediumMidvale, UT2026-10-20
Trust Co
7,659$161.9K0.0%ETFVery LowManhattan, KS2026-10-09
High Note Wealth, LLC
7,480$158.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Stone House Investment Management, LLC
5,734$121.2K0.0%ETFMediumTunkhannock, PA2026-10-23
Y.D. More Investments Ltd
5,530$116.6K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Pittenger & Anderson Inc
4,780$101.1K0.0%CoreLowLincoln, NE2026-11-02
Next Level Wealth Planning, LLC
4,580$96.8K0.0%ETFVery LowMeridian, ID2026-10-29
Phillips Financial Management, LLC
4,049$85.6K0.0%ETFVery LowFort Wayne, IN2026-10-19
Townsend Asset Management Corp
3,484$73.6K0.0%CoreLowRaleigh, NC2026-10-29
NBH Bank
2,841$60.1K0.0%CoreN/AGreenwood Village, CO2026-11-05
Birch Financial Group, LLC
2,553$54.0K0.0%CoreLowKeene, NH2026-10-27
Wilmington Savings Fund Society, FSB
2,500$52.9K0.0%CoreLowWilmington, DE2026-10-23
Pinnacle Bancorp, Inc.
2,345$49.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Trust Co of Vermont
2,326$49.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
United Community Bank
2,220$46.9K0.0%CoreLowGreenville, SC2026-10-28
Rossby Financial, LCC
2,128$45.0K0.0%ETFMediumMelbourne, FL2026-11-05
Blue Trust, Inc.
1,989$42.0K0.0%ETFLowBrentwood, TN2026-10-15
Eastern Bank
1,550$32.8K0.0%GrowthMediumBoston, MA2026-10-05
Coastline Trust Co
1,316$27.8K0.0%GrowthVery LowProvidence, RI2026-10-01
Financial Consulate, Inc
608$12.9K0.0%ETFLowHunt Valley, MD2026-10-23
Key FInancial Inc
590$12.5K0.0%ETFLowWest Chester, PA2026-11-02
AlphaCore Capital LLC
355$7.5K0.0%ETFLowLa Jolla, CA2026-11-04
IMG Wealth Management, Inc.
241$5.1K0.0%ETFMediumJacksonville, FL2026-10-27
Root Financial Partners, LLC
74$1.6K0.0%ETFMediumEncinitas, CA2026-10-21