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Ishares Ibonds DEC 2028 Term (IBTI)

CUSIP: 46436E833 | NYSE | 369 institutional holders

Quarters

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

Brookstone Capital Management1,439,572
0.3% of portfolio›$31.5M
Financial Advisory Corp1,428,624
4.0% of portfolio›$31.3M
Heartwood Wealth Advisors LLC1,334,915
2.3% of portfolio›$29.2M
Asset Advisors Investment Management, LLC1,306,452
2.5% of portfolio›$28.6M
Horizon Advisory Services, Inc.947,877
7.9% of portfolio›$20.8M
Atwood & Palmer Inc880,996
1.0% of portfolio›$19.3M
MKT Advisors LLC843,249
5.9% of portfolio›$18.5M
Journey Advisory Group, LLC834,436
1.4% of portfolio›$18.3M
Delta Wealth Advisors LLC827,443
12.5% of portfolio›$18.1M
Denver PWM, LLC724,791
5.3% of portfolio›$15.9M
Bailard, Inc.724,059
0.3% of portfolio›$15.9M
Krilogy Financial LLC593,101
0.4% of portfolio›$13.0M
Cliftonlarsonallen Wealth Advisors, LLC583,324
0.2% of portfolio›$12.8M
Parallel Advisors, LLC582,632
0.2% of portfolio›$12.8M
Legacy Private Trust Co.574,637
0.7% of portfolio›$12.6M
Scissortail Wealth Management, LLC544,103
2.2% of portfolio›$11.9M
BIP Wealth, LLC542,633
0.3% of portfolio›$11.9M
Shelton Wealth Management, LLC520,491
4.5% of portfolio›$11.4M
Trust Co519,244
1.0% of portfolio›$11.4M
Rebalance, LLC487,765
0.6% of portfolio›$10.7M
Carmel Capital Partners, LLC437,816
3.4% of portfolio›$9.6M
Commonwealth Equity Services, LLC429,497
0.0% of portfolio›$9.4M
MV Capital Management, Inc.423,898
0.8% of portfolio›$9.3M
Titleist Asset Management, LLC406,711
0.6% of portfolio›$8.9M
Wealth Enhancement Trust Services, Inc.360,000
0.8% of portfolio›$7.9M
D.A. Davidson & Co.348,702
0.0% of portfolio›$7.6M
Central Trust Co330,980
0.1% of portfolio›$7.3M
Old Port Advisors282,536
1.2% of portfolio›$6.2M
Asset Dedication, LLC279,338
0.4% of portfolio›$6.1M
Howland Capital Management LLC242,796
0.2% of portfolio›$5.3M
Apella Capital, LLC242,478
0.1% of portfolio›$5.3M
Stockman Wealth Management, Inc.242,012
0.6% of portfolio›$5.3M
Confluence Investment Management LLC227,903
0.1% of portfolio›$5.0M
Midwest Professional Planners, Ltd.212,457
0.9% of portfolio›$4.7M
IFP Advisors, Inc208,901
0.1% of portfolio›$4.6M
Signaturefd, LLC207,041
0.1% of portfolio›$4.5M
Carnegie Investment Counsel191,296
0.1% of portfolio›$4.2M
Colton Groome Financial Advisors, LLC189,213
1.0% of portfolio›$4.1M
Cambridge Investment Research Advisors, Inc.165,989
0.0% of portfolio›$3.6K
Lantz Financial LLC162,764
0.6% of portfolio›$3.6M
Park Avenue Securities LLC158,064
0.0% of portfolio›$3.5K
Ashton Thomas Private Wealth, LLC152,456
0.1% of portfolio›$3.3M
Chatham Capital Group, Inc.149,890
0.4% of portfolio›$3.3M
Thrivent Financial for Lutherans144,963
0.0% of portfolio›$3.2M
Wealth Enhancement Advisory Services, LLC142,446
0.0% of portfolio›$3.1M
Cornerstone Planning, LLC140,075
0.6% of portfolio›$3.1M
Atria Investments, Inc129,909
0.0% of portfolio›$2.8M
JIM Saulnier & Associates, LLC128,138
1.1% of portfolio›$2.8M
Capital Investment Advisors, LLC121,832
0.0% of portfolio›$2.7M
Hughes Financial Services, LLC112,156
0.3% of portfolio›$2.5M
Community Financial Services Group, LLC108,503
0.4% of portfolio›$2.4M
Choreo, LLC92,407
0.0% of portfolio›$2.0M
Essential Planning, Llc.91,674
0.5% of portfolio›$2.0M
Truist Financial Corp89,472
0.0% of portfolio›$2.0M
Associated Banc-Corp89,145
0.0% of portfolio›$2.0M
Montecito Bank & Trust86,465
0.3% of portfolio›$1.9M
Matthew Goff Investment Advisor, LLC76,669
0.3% of portfolio›$1.7M
Probity Advisors, Inc.71,373
0.2% of portfolio›$1.6M
Peck Wealth Management, LLC69,870
1.3% of portfolio›$1.5M
Leo Wealth, LLC69,626
0.3% of portfolio›$1.5M
Foundry Financial Group, Inc.69,342
0.6% of portfolio›$1.5M
KFG Wealth Management, LLC67,176
0.2% of portfolio›$1.5M
Glenview Trust Co65,466
0.0% of portfolio›$1.4M
KOM Wealth Management Group, LLC64,764
0.7% of portfolio›$1.4M
Great Diamond Partners, LLC62,439
0.2% of portfolio›$1.4M
PFG Advisors62,155
0.1% of portfolio›$1.4M
Woodley Farra Manion Portfolio Management Inc61,590
0.1% of portfolio›$1.3M
Horizons Wealth Management56,063
0.8% of portfolio›$1.2M
Creative Planning52,962
0.0% of portfolio›$1.2M
MGO One Seven LLC52,680
0.0% of portfolio›$1.2M
Compass Ion Advisors, LLC49,723
0.1% of portfolio›$1.1M
Gradient Investments LLC49,592
0.0% of portfolio›$1.1M
Kestra Advisory Services, LLC48,250
0.0% of portfolio›$1.1M
King Luther Capital Management Corp46,065
0.0% of portfolio›$1.0M
Atwater Malick LLC41,936
0.2% of portfolio›$918.8K
Prosperity Planning, Inc.39,248
0.2% of portfolio›$859.9K
Barrett & Company, Inc.38,117
0.2% of portfolio›$835.1K
Lido Advisors, LLC37,196
0.0% of portfolio›$819.5K
Duncker Streett & Co Inc37,054
0.1% of portfolio›$811.8K
Riverchase Wealth Management, LLC36,454
0.4% of portfolio›$798.7K
Straight Path Wealth Management33,970
0.2% of portfolio›$744.3K
Mendota Financial Group, LLC31,493
0.4% of portfolio›$690.0K
Wealth Advisory Solutions, LLC28,714
0.1% of portfolio›$629.1K
Modera Wealth Management, LLC27,964
0.0% of portfolio›$612.7K
Blake Schutter Theil Wealth Advisors, LLC27,635
0.4% of portfolio›$605.5K
Mission Wealth Management, LP25,555
0.0% of portfolio›$559.9K
Connecticut Wealth Management, LLC24,922
0.0% of portfolio›$546.0K
Fifth Third Bancorp24,913
0.0% of portfolio›$545.8K
Keeler Thomas Management LLC24,786
0.2% of portfolio›$543.1K
Grant Street Asset Management, Inc.24,698
0.1% of portfolio›$541.1K
Chris Bulman Inc24,611
0.2% of portfolio›$539.2K
Opus Capital Group, LLC23,996
0.0% of portfolio›$526
Tableaux LLC22,818
0.2% of portfolio›$499.9K
Penobscot Investment Management Company, Inc.21,715
0.0% of portfolio›$475.8K
KPP Advisory Services LLC20,000
0.1% of portfolio›$438.2K
Yoder Wealth Management, Inc.19,425
0.2% of portfolio›$425.6K
Chesley Taft & Associates LLC19,400
0.0% of portfolio›$425.1K
Jacobi Capital Management LLC18,954
0.0% of portfolio›$415.3K
Kestra Private Wealth Services, LLC18,637
0.0% of portfolio›$408.3K
Avidian Wealth Enterprises, LLC18,607
0.0% of portfolio›$407.7K
Beacon Financial Planning, Inc18,185
0.1% of portfolio›$398.4K
Rossmore Private Capital18,100
0.0% of portfolio›$396.6K
Towne Trust Company, N.a18,095
0.1% of portfolio›$396.5K
Stonebridge Financial Group, LLC18,075
0.0% of portfolio›$396.0K
Smithbridge Asset Management Inc18,000
0.1% of portfolio›$394.4K
Pinnacle Bancorp, Inc.17,971
0.1% of portfolio›$393.7K
Walleye Partners, LLC17,477
0.4% of portfolio›$382.9K
Kestra Investment Management, LLC16,582
0.0% of portfolio›$363.3K
Prime Capital Investment Advisors, LLC16,281
0.0% of portfolio›$356.7K
DecisionMap Wealth Management, LLC16,249
0.2% of portfolio›$356.0K
Mlp3, LLC16,191
0.3% of portfolio›$354.8K
XY Planning Network, Inc.15,820
0.0% of portfolio›$346.6K
Trinity Wealth Management, LLC15,387
0.1% of portfolio›$337.1K
Apollon Wealth Management, LLC15,275
0.0% of portfolio›$334.7K
Midland Wealth Advisors, LLC15,082
0.0% of portfolio›$330.4K
Single Point Partners, LLC14,996
0.1% of portfolio›$328.6K
High Note Wealth, LLC14,961
0.1% of portfolio›$327.8K
Farther Finance Advisors, LLC14,708
0.0% of portfolio›$322.2K
CFS Investment Advisory Services, LLC14,251
0.0% of portfolio›$312.0K
Old Mission Investment Co LLC14,101
0.1% of portfolio›$309.0K
Spectrum Asset Management, Inc. (NB )14,048
0.1% of portfolio›$307.8K
Simplicity Wealth,LLC14,012
0.0% of portfolio›$307.0K
Schmidt P J Investment Management Inc13,476
0.0% of portfolio›$295.3K
Alterna Wealth Management, Inc13,378
0.2% of portfolio›$293.1K
Milestone Asset Management, LLC13,311
0.0% of portfolio›$291.6K
Raab & Moskowitz Asset Management LLC12,944
0.1% of portfolio›$283.6K
Blue Square Asset Management, LLC12,778
0.1% of portfolio›$280.0K
Physician Wealth Advisors, Inc.12,746
0.0% of portfolio›$279.3K
Alamar Capital Management, LLC12,700
0.1% of portfolio›$278.3K
Aspen Private Advisors, LLC11,500
0.2% of portfolio›$252.0K
Cambridge Financial Group, LLC11,498
0.1% of portfolio›$254.6K
Highland Financial Advisors, LLC11,430
0.1% of portfolio›$250.4K
McGuire Investment Group, LLC11,235
0.0% of portfolio›$246.2K
Paladin Wealth, LLC11,175
0.1% of portfolio›$244.8K
United Community Bank11,070
0.1% of portfolio›$242.5K
Commonwealth Financial Services, LLC11,004
0.0% of portfolio›$241.1K
Guidance Point Advisors, LLC10,817
0.0% of portfolio›$237.0K
Visionary Wealth Advisors10,625
0.0% of portfolio›$232.8K
Alessandra Capital Management, LLC10,600
0.2% of portfolio›$232.2K
OAK Family Advisors, LLC10,371
0.1% of portfolio›$227.2K
Autumn Glory Partners, LLC10,349
0.1% of portfolio›$226.7K
Conrad Siegel Investment Advisors, Inc.10,225
0.0% of portfolio›$224.0K
Phillips Financial Management, LLC8,579
0.0% of portfolio›$188.0K
Concord Wealth Partners6,984
0.0% of portfolio›$153.0K
Cherry Tree Wealth Management, LLC6,040
0.0% of portfolio›$132.3K
Key FInancial Inc4,885
0.0% of portfolio›$107.0K
First Premier Bank3,076
0.0% of portfolio›$67
US Bancorp \de\3,050
0.0% of portfolio›$66.8K
NBH Bank2,773
0.0% of portfolio›$60.8K
Laurel Wealth Advisors LLC2,650
0.0% of portfolio›$58.1K
Hara Capital LLC2,643
0.0% of portfolio›$57.9K
Wilmington Savings Fund Society, FSB2,500
0.0% of portfolio›$54.8K
Ashton Thomas Securities, LLC2,280
0.0% of portfolio›$50.0K
Blue Trust, Inc.2,127
0.0% of portfolio›$46.6K
Mascoma Wealth Management LLC1,985
0.0% of portfolio›$43.5K
Ascentis Independent Advisors1,500
0.0% of portfolio›$32.9K
Private Trust Co NA1,162
0.0% of portfolio›$25.5K
Clayton Financial Group LLC956
0.0% of portfolio›$20.9K
Old Second National Bank of Aurora913
0.0% of portfolio›$20.0K
Robbins Farley912
0.0% of portfolio›$20.0K
Capital Investment Advisory Services, LLC680
0.0% of portfolio›$14.9K
Gilpin Wealth Management, LLC379
0.0% of portfolio›$8.3K
Birch Financial Group, LLC157
0.0% of portfolio›$3.4K
Larson Financial Group LLC53
0.0% of portfolio›$1.2K
AlphaCore Capital LLC52
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Brookstone Capital Management
1,439,572$31.5M0.3%ETFMediumWheaton, IL2026-10-22
Financial Advisory Corp
1,428,624$31.3M4.0%ETFVery LowGrand Rapids, MI2026-10-14
Heartwood Wealth Advisors LLC
1,334,915$29.2M2.3%ETFLowRichmond, VA2026-10-05
Asset Advisors Investment Management, LLC
1,306,452$28.6M2.5%CoreLowAugusta, GA2026-10-19
Horizon Advisory Services, Inc.
947,877$20.8M7.9%ETFMediumWest Henrietta, NY2026-10-29
Atwood & Palmer Inc
880,996$19.3M1.0%CoreVery LowKansas City, MO2026-10-08
MKT Advisors LLC
843,249$18.5M5.9%ETFLowCarlsbad, CA2026-10-20
Journey Advisory Group, LLC
834,436$18.3M1.4%CoreMediumCovington, KY2026-11-04
Delta Wealth Advisors LLC
827,443$18.1M12.5%ETFMediumIndianapolis, IN2026-10-09
Denver PWM, LLC
724,791$15.9M5.3%ETFLowDenver, CO2026-10-22
Bailard, Inc.
724,059$15.9M0.3%GrowthMediumFoster City, CA2026-10-13
Krilogy Financial LLC
593,101$13.0M0.4%GrowthLowSt. Louis, MO2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
583,324$12.8M0.2%ETFLowMinneapolis, MN2026-10-14
Parallel Advisors, LLC
582,632$12.8M0.2%IndexLowSan Francisco, CA2026-11-03
Legacy Private Trust Co.
574,637$12.6M0.7%ETFLowNeenah, WI2026-10-06
Scissortail Wealth Management, LLC
544,103$11.9M2.2%ETFLowTulsa, OK2026-11-03
BIP Wealth, LLC
542,633$11.9M0.3%ETFMediumAtlanta, GA2026-10-22
Shelton Wealth Management, LLC
520,491$11.4M4.5%GrowthMediumFort Worth, TX2026-10-16
Trust Co
519,244$11.4M1.0%ETFVery LowManhattan, KS2026-10-09
Rebalance, LLC
487,765$10.7M0.6%ETFVery LowPalo Alto, CA2026-10-22
Carmel Capital Partners, LLC
437,816$9.6M3.4%ValueMediumSan Diego, CA2026-11-03
Commonwealth Equity Services, LLC
429,497$9.4M0.0%ETFLowWaltham, MA2026-11-02
MV Capital Management, Inc.
423,898$9.3M0.8%ETFLowBethesda, MD2026-10-29
Titleist Asset Management, LLC
406,711$8.9M0.6%ETFLowSan Antonio, TX2026-10-08
Wealth Enhancement Trust Services, Inc.
360,000$7.9M0.8%GrowthMediumSioux Falls, SD2026-10-07
D.A. Davidson & Co.
348,702$7.6M0.0%CoreLowGreat Falls, MT2026-10-28
Central Trust Co
330,980$7.3M0.1%CoreLowJefferson City, MO2026-11-05
Old Port Advisors
282,536$6.2M1.2%GARPLowPortland, ME2026-10-23
Asset Dedication, LLC
279,338$6.1M0.4%ETFLowSan Francisco, CA2026-11-03
Howland Capital Management LLC
242,796$5.3M0.2%CoreLowBoston, MA2026-10-22
Apella Capital, LLC
242,478$5.3M0.1%ETFVery LowWest Hartford, CT2026-10-08
Stockman Wealth Management, Inc.
242,012$5.3M0.6%CoreLowBillings, MT2026-10-27
Confluence Investment Management LLC
227,903$5.0M0.1%ValueMediumSt. Louis, MO2026-10-01
Midwest Professional Planners, Ltd.
212,457$4.7M0.9%GrowthMediumWausau, WI2026-10-29
IFP Advisors, Inc
208,901$4.6M0.1%GrowthLowTampa, FL2026-10-16
Signaturefd, LLC
207,041$4.5M0.1%IndexLowAtlanta, GA2026-10-23
Carnegie Investment Counsel
191,296$4.2M0.1%CoreLowPepper Pike, OH2026-10-20
Colton Groome Financial Advisors, LLC
189,213$4.1M1.0%ETFLowAsheville, NC2026-10-06
Cambridge Investment Research Advisors, Inc.
165,989$3.6K0.0%ETFLowFairfield, IA2026-11-02
Lantz Financial LLC
162,764$3.6M0.6%ETFLowNaperville, IL2026-10-15
Park Avenue Securities LLC
158,064$3.5K0.0%ETFMediumNew York, NY2026-10-26
Ashton Thomas Private Wealth, LLC
152,456$3.3M0.1%CoreMediumScottsdale, AZ2026-11-03
Chatham Capital Group, Inc.
149,890$3.3M0.4%CoreLowSavannah, GA2026-10-16
Thrivent Financial for Lutherans
144,963$3.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
142,446$3.1M0.0%CoreLowPlymouth, MN2026-10-13
Cornerstone Planning, LLC
140,075$3.1M0.6%CoreMediumCharlotte, NC2026-10-27
Atria Investments, Inc
129,909$2.8M0.0%CoreMediumCharlotte, NC2026-10-15
JIM Saulnier & Associates, LLC
128,138$2.8M1.1%ETFLowFort Collins, CO2026-11-04
Capital Investment Advisors, LLC
121,832$2.7M0.0%CoreLowAtlanta, GA2026-10-22
Hughes Financial Services, LLC
112,156$2.5M0.3%ETFLowHerndon, VA2026-10-30
Community Financial Services Group, LLC
108,503$2.4M0.4%GrowthLowNewport, VT2026-10-15
Choreo, LLC
92,407$2.0M0.0%IndexLowRockford, IL2026-10-28
Essential Planning, Llc.
91,674$2.0M0.5%ETFLowPortsmouth, NH2026-10-21
Truist Financial Corp
89,472$2.0M0.0%CoreLowCharlotte, NC2026-10-30
Associated Banc-Corp
89,145$2.0M0.0%CoreLowGreen Bay, WI2026-10-30
Montecito Bank & Trust
86,465$1.9M0.3%GrowthVery LowSanta Barbara, CA2026-10-01
Matthew Goff Investment Advisor, LLC
76,669$1.7M0.3%CoreMediumHouston, TX2026-10-13
Probity Advisors, Inc.
71,373$1.6M0.2%ETFLowDallas, TX2026-10-23
Peck Wealth Management, LLC
69,870$1.5M1.3%ETFLowWhite Plains, NY2026-10-29
Leo Wealth, LLC
69,626$1.5M0.3%CoreLowHurst, TX2026-10-26
Foundry Financial Group, Inc.
69,342$1.5M0.6%ETFLowLaconia, NH2026-10-28
KFG Wealth Management, LLC
67,176$1.5M0.2%ETFMediumGranger, IN2026-10-16
Glenview Trust Co
65,466$1.4M0.0%GrowthVery LowLouisville, KY2026-10-28
KOM Wealth Management Group, LLC
64,764$1.4M0.7%ETFLowAppleton, WI2026-10-15
Great Diamond Partners, LLC
62,439$1.4M0.2%CoreMediumPortland, ME2026-10-13
PFG Advisors
62,155$1.4M0.1%ETFMediumPhoenix, AZ2026-10-16
Woodley Farra Manion Portfolio Management Inc
61,590$1.3M0.1%ValueMediumIndianapolis, IN2026-11-05
Horizons Wealth Management
56,063$1.2M0.8%ETFLowAsheville, NC2026-10-05
Creative Planning
52,962$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
MGO One Seven LLC
52,680$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Compass Ion Advisors, LLC
49,723$1.1M0.1%ETFVery LowConshohocken, PA2026-10-23
Gradient Investments LLC
49,592$1.1M0.0%CoreMediumArden Hills, MN2026-10-08
Kestra Advisory Services, LLC
48,250$1.1M0.0%CoreLowAustin, TX2026-11-02
King Luther Capital Management Corp
46,065$1.0M0.0%CoreLowFort Worth, TX2026-11-05
Atwater Malick LLC
41,936$918.8K0.2%CoreLowLancaster, PA2026-10-15
Prosperity Planning, Inc.
39,248$859.9K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
Barrett & Company, Inc.
38,117$835.1K0.2%ETFLowProvidence, RI2026-10-22
Lido Advisors, LLC
37,196$819.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Duncker Streett & Co Inc
37,054$811.8K0.1%GrowthLowSt. Louis, MO2026-10-27
Riverchase Wealth Management, LLC
36,454$798.7K0.4%ETFMediumFlower Mound, TX2026-10-28
Straight Path Wealth Management
33,970$744.3K0.2%ETFLowJenison, MI2026-10-23
Mendota Financial Group, LLC
31,493$690.0K0.4%ETFLowMadison, WI2026-10-07
Wealth Advisory Solutions, LLC
28,714$629.1K0.1%ETFLowZionsville, IN2026-10-20
Modera Wealth Management, LLC
27,964$612.7K0.0%ETFVery LowWestwood, NJ2026-10-28
Blake Schutter Theil Wealth Advisors, LLC
27,635$605.5K0.4%ETFLowDayton, OH2026-11-02
Mission Wealth Management, LP
25,555$559.9K0.0%ETFLowSanta Barbara, CA2026-10-15
Connecticut Wealth Management, LLC
24,922$546.0K0.0%ETFLowFarmington, CT2026-10-13
Fifth Third Bancorp
24,913$545.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Keeler Thomas Management LLC
24,786$543.1K0.2%CoreHighOrem, UT2026-10-29
Grant Street Asset Management, Inc.
24,698$541.1K0.1%ETFVery LowCanonsburg, PA2026-10-26
Chris Bulman Inc
24,611$539.2K0.2%ETFLowRoseville, CA2026-10-20
Opus Capital Group, LLC
23,996$5260.0%ETFVery LowCincinnati, OH2026-10-30
Tableaux LLC
22,818$499.9K0.2%ETFLowStockbridge, MA2026-10-23
Penobscot Investment Management Company, Inc.
21,715$475.8K0.0%GrowthLowBoston, MA2026-10-26
KPP Advisory Services LLC
20,000$438.2K0.1%GrowthMediumLouisville, KY2026-10-26
Yoder Wealth Management, Inc.
19,425$425.6K0.2%ETFLowWalnut Creek, CA2026-10-13
Chesley Taft & Associates LLC
19,400$425.1K0.0%CoreLowChicago, IL2026-10-13
Jacobi Capital Management LLC
18,954$415.3K0.0%CoreLowPittston, PA2026-11-05
Kestra Private Wealth Services, LLC
18,637$408.3K0.0%GrowthLowAustin, TX2026-10-30
Avidian Wealth Enterprises, LLC
18,607$407.7K0.0%ETFLowHouston, TX2026-10-08
Beacon Financial Planning, Inc
18,185$398.4K0.1%ETFVery LowHyannis, MA2026-11-04
Rossmore Private Capital
18,100$396.6K0.0%CoreLowGlastonbury, CT2026-10-27
Towne Trust Company, N.a
18,095$396.5K0.1%CoreLowNewport News, VA2026-10-28
Stonebridge Financial Group, LLC
18,075$396.0K0.0%ETFMediumWormleysburg, PA2026-10-01
Smithbridge Asset Management Inc
18,000$394.4K0.1%GrowthLowChadds Ford, PA2026-10-19
Pinnacle Bancorp, Inc.
17,971$393.7K0.1%CoreVery LowBeatrice, NE2026-10-21
Walleye Partners, LLC
17,477$382.9K0.4%ValueLowMadison, WI2026-10-13
Kestra Investment Management, LLC
16,582$363.3K0.0%ETFMediumAustin, TX2026-11-04
Prime Capital Investment Advisors, LLC
16,281$356.7K0.0%ETFLowOverland Park, KS2026-10-20
DecisionMap Wealth Management, LLC
16,249$356.0K0.2%ETFLowGreat Falls, VA2026-10-29
Mlp3, LLC
16,191$354.8K0.3%CoreVery LowLinwood, NJ2026-10-22
XY Planning Network, Inc.
15,820$346.6K0.0%ETFLowBozeman, MT2026-10-14
Trinity Wealth Management, LLC
15,387$337.1K0.1%ETFMediumBerwyn, PA2026-10-13
Apollon Wealth Management, LLC
15,275$334.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Midland Wealth Advisors, LLC
15,082$330.4K0.0%ETFLowEffingham, IL2026-10-26
Single Point Partners, LLC
14,996$328.6K0.1%ETFVery LowBoston, MA2026-10-19
High Note Wealth, LLC
14,961$327.8K0.1%ETFVery LowDeephaven, MN2026-10-27
Farther Finance Advisors, LLC
14,708$322.2K0.0%IndexLowSan Francisco, CA2026-10-08
CFS Investment Advisory Services, LLC
14,251$312.0K0.0%ETFMediumTotowa, NJ2026-10-19
Old Mission Investment Co LLC
14,101$309.0K0.1%ETFLowTraverse City, MI2026-10-22
Spectrum Asset Management, Inc. (NB )
14,048$307.8K0.1%CoreMediumNewport Beach, CA2026-10-19
Simplicity Wealth,LLC
14,012$307.0K0.0%ETFLowSummit, NJ2026-10-23
Schmidt P J Investment Management Inc
13,476$295.3K0.0%GrowthVery LowCedarburg, WI2026-11-02
Alterna Wealth Management, Inc
13,378$293.1K0.2%ETFMediumHouston, TX2026-10-27
Milestone Asset Management, LLC
13,311$291.6K0.0%GrowthHighPittsburgh, PA2026-10-15
Raab & Moskowitz Asset Management LLC
12,944$283.6K0.1%CoreLowChatham, NJ2026-11-02
Blue Square Asset Management, LLC
12,778$280.0K0.1%MomentumMediumNew York, NY2026-11-02
Physician Wealth Advisors, Inc.
12,746$279.3K0.0%ETFMediumMidvale, UT2026-10-20
Alamar Capital Management, LLC
12,700$278.3K0.1%GrowthMediumSanta Barbara, CA2026-11-02
Aspen Private Advisors, LLC
11,500$252.0K0.2%ETFN/ASioux Falls, SD2026-10-27
Cambridge Financial Group, LLC
11,498$254.6K0.1%ETFLowTucson, AZ2026-10-06
Highland Financial Advisors, LLC
11,430$250.4K0.1%ETFVery LowWayne, NJ2026-10-19
McGuire Investment Group, LLC
11,235$246.2K0.0%Agg GrowthLowWakefield, RI2026-10-23
Paladin Wealth, LLC
11,175$244.8K0.1%CoreLowArden Hills, MN2026-10-23
United Community Bank
11,070$242.5K0.1%CoreLowGreenville, SC2026-10-28
Commonwealth Financial Services, LLC
11,004$241.1K0.0%ETFMediumVienna, WV2026-10-20
Guidance Point Advisors, LLC
10,817$237.0K0.0%ETFVery LowWellesley, MA2026-10-15
Visionary Wealth Advisors
10,625$232.8K0.0%ETFLowO'Fallon, IL2026-11-04
Alessandra Capital Management, LLC
10,600$232.2K0.2%CoreMediumTorrance, CA2026-10-30
OAK Family Advisors, LLC
10,371$227.2K0.1%CoreMediumChicago, IL2026-10-19
Autumn Glory Partners, LLC
10,349$226.7K0.1%CoreMediumDallas, TX2026-10-26
Conrad Siegel Investment Advisors, Inc.
10,225$224.0K0.0%ETFLowHarrisburg, PA2026-10-08
Phillips Financial Management, LLC
8,579$188.0K0.0%ETFVery LowFort Wayne, IN2026-10-19
Concord Wealth Partners
6,984$153.0K0.0%GrowthLowAbingdon, VA2026-11-02
Cherry Tree Wealth Management, LLC
6,040$132.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
Key FInancial Inc
4,885$107.0K0.0%ETFLowWest Chester, PA2026-11-02
First Premier Bank
3,076$670.0%CoreVery LowSioux Falls, SD2026-10-13
US Bancorp \de\
3,050$66.8K0.0%IndexLowMinneapolis, MN2026-11-05
NBH Bank
2,773$60.8K0.0%CoreN/AGreenwood Village, CO2026-11-05
Laurel Wealth Advisors LLC
2,650$58.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Hara Capital LLC
2,643$57.9K0.0%Deep ValueMediumBellevue, WA2026-10-30
Wilmington Savings Fund Society, FSB
2,500$54.8K0.0%CoreLowWilmington, DE2026-10-23
Ashton Thomas Securities, LLC
2,280$50.0K0.0%ETFMediumRochester, NY2026-10-26
Blue Trust, Inc.
2,127$46.6K0.0%ETFLowBrentwood, TN2026-10-15
Mascoma Wealth Management LLC
1,985$43.5K0.0%ETFVery LowHanover, NH2026-10-23
Ascentis Independent Advisors
1,500$32.9K0.0%ETFLowDallas, TX2026-11-03
Private Trust Co NA
1,162$25.5K0.0%CoreLowCleveland, OH2026-10-20
Clayton Financial Group LLC
956$20.9K0.0%ETFLowSt. Louis, MO2026-10-13
Old Second National Bank of Aurora
913$20.0K0.0%CoreLowAurora, IL2026-10-22
Robbins Farley
912$20.0K0.0%CoreMediumBedford, NH2026-10-21
Capital Investment Advisory Services, LLC
680$14.9K0.0%CoreMediumRaleigh, NC2026-10-30
Gilpin Wealth Management, LLC
379$8.3K0.0%GrowthLowDenver, CO2026-10-09
Birch Financial Group, LLC
157$3.4K0.0%CoreLowKeene, NH2026-10-27
Larson Financial Group LLC
53$1.2K0.0%GrowthLowSt Louis, MO2026-11-05
AlphaCore Capital LLC
52$1.1K0.0%ETFLowLa Jolla, CA2026-11-04