Filing Research | BLACKROCK SCIENCE & TECHNOLO Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	PMG Family Office LLC	Shares	64.6KSH	$3.3M
2	J.W. COLE ADVISORS, INC.	Shares	28.9KSH	$1.5M
3	D.A. DAVIDSON & CO.	Shares	23.1KSH	$1.2M
4	David J Yvars Group	Shares	22.3KSH	$1.1M
5	Focus Financial Network, Inc.	Shares	18.5KSH	$937.3K
6	Merit Financial Group, LLC	Shares	17.1KSH	$865.4K
7	LANARK FINANCIAL, INC.	Shares	16.9KSH	$856.5K
8	Prospera Financial Services Inc	Shares	16.8KSH	$850.9K
9	Next Level Private LLC	Shares	15.2KSH	$769.5K
10	RMR Wealth Builders	Shares	14.2KSH	$717.7K
11	FORTEM FINANCIAL GROUP, LLC	Shares	13.8KSH	$699.3K
12	Abel Hall, LLC	Shares	13.0KSH	$659.2K
13	Future Financial Wealth Managment LLC	Shares	14.0KSH	$640.4K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	12.7KSH	$633.9K
15	B. Riley Wealth Advisors, Inc.	Shares	10.3KSH	$503.5K
16	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	9.5KSH	$482.2K
17	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	9.4KSH	$477.5K
18	Mirador Capital Partners LP	Shares	7.7KSH	$392.0K
19	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	6.9KSH	$350.6K
20	Noble Wealth Management PBC	Shares	6.8KSH	$344.8K
21	VISTA INVESTMENT PARTNERS II, LLC	Shares	6.7KSH	$339.1K
22	Symphony Financial Services, Inc.	Shares	6.6KSH	$333.8K
23	Herold Advisors, Inc.	Shares	6.1KSH	$307.0K
24	CASCADE INVESTMENT GROUP, INC.	Shares	4.8KSH	$242.1K
25	Pine Valley Investments Ltd Liability Co	Shares	4.1KSH	$207.9K
26	First Financial Group Corp	Shares	4.0KSH	$202.8K
27	Capital Investment Advisory Services, LLC	Shares	4.0KSH	$202.6K
28	HARBOR INVESTMENT ADVISORY, LLC	Shares	3.2KSH	$160.4K
29	AdvisorNet Financial, Inc	Shares	1.6KSH	$81.0K
30	ARMSTRONG ADVISORY GROUP, INC	Shares	389SH	$19.8K
31	EverSource Wealth Advisors, LLC	Shares	355SH	$18.0K
32	Farther Finance Advisors, LLC	Shares	309SH	$15.7K
33	Physician Wealth Advisors, Inc.	Shares	307SH	$15.6K
34	JNBA Financial Advisors	Shares	232SH	$11.8K
35	Spire Wealth Management	Shares	199SH	$10.1K
36	JFS WEALTH ADVISORS, LLC	Shares	20SH	$1.0K
37	Stolper Co	Shares	19.4KSH	$983
38	Aurora Private Wealth, Inc.	Shares	10.1KSH	$512

Manager changes2026-06-30 vs 2026-03-31

42 / 42 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+28.9K	+$1.5M	$1.5M
2	PMG Family Office LLC added	Shares	+270	+$937.3K	$3.3M
3	RMR Wealth Builders new	Shares	+14.2K	+$717.7K	$717.7K
4	D.A. DAVIDSON & CO. added	Shares	+2.3K	+$416.0K	$1.2M
5	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+6.9K	+$350.6K	$350.6K
6	Noble Wealth Management PBC new	Shares	+6.8K	+$344.8K	$344.8K
7	LANARK FINANCIAL, INC. added	Shares	+1.9K	+$310.7K	$856.5K
8	Focus Financial Network, Inc. added	Shares	+1.0K	+$303.5K	$937.3K
9	Merit Financial Group, LLC added	Shares	+2	+$245.1K	$865.4K
10	Prospera Financial Services Inc added	Shares	+67	+$243.4K	$850.9K
11	CASCADE INVESTMENT GROUP, INC. new	Shares	+4.8K	+$242.1K	$242.1K
12	Next Level Private LLC added	Shares	+106	+$221.8K	$769.5K
13	FORTEM FINANCIAL GROUP, LLC added	Shares	+428	+$213.6K	$699.3K
14	Pine Valley Investments Ltd Liability Co new	Shares	+4.1K	+$207.9K	$207.9K
15	First Financial Group Corp new	Shares	+4.0K	+$202.8K	$202.8K
16	Capital Investment Advisory Services, LLC new	Shares	+4.0K	+$202.6K	$202.6K
17	Abel Hall, LLC unchanged	Shares	0	+$186.7K	$659.2K
18	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+372	+$148.7K	$477.5K
19	B. Riley Wealth Advisors, Inc. added	Shares	+101	+$146.6K	$503.5K
20	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added	Shares	+152	+$142.1K	$482.2K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1.1K	+$118.1K	$633.9K
22	Mirador Capital Partners LP added	Shares	+43	+$112.6K	$392.0K
23	VISTA INVESTMENT PARTNERS II, LLC trimmed	Shares	-57	+$93.9K	$339.1K
24	Herold Advisors, Inc. unchanged	Shares	0	+$85.2K	$307.0K
25	Symphony Financial Services, Inc. trimmed	Shares	-411	+$79.6K	$333.8K
26	Future Financial Wealth Managment LLC unchanged	Shares	0	+$66.5K	$640.4K
27	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$45.4K	$160.4K
28	AdvisorNet Financial, Inc unchanged	Shares	0	+$22.9K	$81.0K
29	ARMSTRONG ADVISORY GROUP, INC added	Shares	+6	+$5.8K	$19.8K
30	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$4.4K	$15.6K
31	Farther Finance Advisors, LLC unchanged	Shares	0	+$4.1K	$15.7K
32	JNBA Financial Advisors unchanged	Shares	0	+$3.3K	$11.8K
33	Spire Wealth Management added	Shares	+3	+$3.0K	$10.1K
34	Stolper Co trimmed	Shares	-42.1K	+$297	$983
35	Aurora Private Wealth, Inc. added	Shares	+940	+$141	$512
36	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-60	-$2.2K	$0
37	David J Yvars Group trimmed	Shares	-8.8K	-$4.2K	$1.1M
38	SALEM INVESTMENT COUNSELORS INC exited	Shares	-125	-$4.5K	$0
39	Triumph Capital Management exited	Shares	-200	-$7.3K	$0
40	EverSource Wealth Advisors, LLC trimmed	Shares	-355	-$7.8K	$18.0K
41	JFS WEALTH ADVISORS, LLC trimmed	Shares	-363	-$12.9K	$1.0K
42	Scarborough Advisors, LLC exited	Shares	-356	-$12.9K	$0