Filing Research | BLACKROCK ETF TRUST Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	804.0KSH	$64.4M
2	Archer Investment Management, LLC	Shares	73.5KSH	$5.9M
3	Horst & Graben Wealth Management LLC	Shares	58.7KSH	$4.7M
4	Merit Financial Group, LLC	Shares	56.0KSH	$4.5M
5	Sharkey, Howes & Javer	Shares	55.8KSH	$4.5M
6	SigFig Wealth Management, LLC	Shares	45.0KSH	$3.6M
7	Farther Finance Advisors, LLC	Shares	32.4KSH	$2.6M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.6KSH	$2.6M
9	RFG Advisory, LLC	Shares	22.9KSH	$1.8M
10	Skyline Advisors, Inc.	Shares	21.1KSH	$1.7M
11	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	16.9KSH	$1.4M
12	RCS Financial Planning, LLC	Shares	15.8KSH	$1.3M
13	EverSource Wealth Advisors, LLC	Shares	15.0KSH	$1.2M
14	LIFELONG WEALTH ADVISORS, INC.	Shares	14.4KSH	$1.2M
15	Hoxton Planning & Management, LLC	Shares	12.6KSH	$1.0M
16	CoreCap Advisors, LLC	Shares	12.4KSH	$997.7K
17	EQ LLC	Shares	12.3KSH	$988.0K
18	Asempa Wealth Advisors	Shares	11.4KSH	$913.3K
19	Venturi Wealth Management, LLC	Shares	10.7KSH	$855.1K
20	Traveka Wealth, LLC	Shares	9.2KSH	$733.6K
21	Tempus Wealth Planning, LLC	Shares	9.0KSH	$723.1K
22	Strategic Blueprint, LLC	Shares	8.9KSH	$717.0K
23	BEACON FINANCIAL GROUP	Shares	8.7KSH	$698.3K
24	Oregon Pacific Wealth Management, LLC	Shares	8.6KSH	$690.1K
25	Trilogy Capital Inc.	Shares	8.4KSH	$672.1K
26	Focus Financial Network, Inc.	Shares	8.4KSH	$670.9K
27	Cypress Wealth Services, LLC	Shares	8.1KSH	$648.3K
28	Bison Wealth, LLC	Shares	7.7KSH	$625.3K
29	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	7.1KSH	$566.6K
30	CFS Investment Advisory Services, LLC	Shares	7.0KSH	$563.4K
31	Spectrum Planning & Advisory Services Inc.	Shares	6.7KSH	$535.3K
32	MBE Wealth Management, LLC	Shares	6.7KSH	$535.1K
33	Patriot Financial Group Insurance Agency, LLC	Shares	6.6KSH	$532.8K
34	Centurion Wealth Management LLC	Shares	6.2KSH	$498.6K
35	Sovereign Financial Group, Inc.	Shares	5.5KSH	$441.6K
36	Insight Wealth Strategies, LLC	Shares	5.2KSH	$416.9K
37	Braun-Bostich & Associates Inc.	Shares	5.1KSH	$411.0K
38	Williams Financial, LLC	Shares	4.5KSH	$357.8K
39	Apollon Wealth Management, LLC	Shares	4.0KSH	$322.7K
40	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	3.8KSH	$302.5K
41	Urban Wealth Management, LLC	Shares	3.7KSH	$297.6K
42	MKT Advisors LLC	Shares	3.5KSH	$277.7K
43	J.W. COLE ADVISORS, INC.	Shares	3.4KSH	$276.4K
44	EHRLICH FINANCIAL GROUP	Shares	3.2KSH	$260.0K
45	JFS WEALTH ADVISORS, LLC	Shares	3.2KSH	$256.5K
46	Golden State Wealth Management, LLC	Shares	3.2KSH	$255.6K
47	Goldstein Advisors, LLC	Shares	3.1KSH	$249.9K
48	Two West Capital Advisors LLC	Shares	3.0KSH	$242.1K
49	Drucker Wealth 3.0, LLC	Shares	2.6KSH	$212.0K
50	KELLY FINANCIAL GROUP LLC	Shares	2.6KSH	$211.9K

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

50 / 58 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-39.6K	+$5.3M	$64.4M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+31.6K	+$2.6M	$2.6M
3	Merit Financial Group, LLC added	Shares	+3.0K	+$768.7K	$4.5M
4	Sharkey, Howes & Javer trimmed	Shares	-1.1K	+$479.6K	$4.5M
5	Farther Finance Advisors, LLC added	Shares	+2.2K	+$460.8K	$2.6M
6	Skyline Advisors, Inc. added	Shares	+3.2K	+$435.1K	$1.7M
7	Williams Financial, LLC new	Shares	+4.5K	+$357.8K	$357.8K
8	Focus Financial Network, Inc. added	Shares	+3.2K	+$307.8K	$670.9K
9	SigFig Wealth Management, LLC trimmed	Shares	-2.0K	+$284.1K	$3.6M
10	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+2.9K	+$275.6K	$566.6K
11	EverSource Wealth Advisors, LLC added	Shares	+1.6K	+$263.0K	$1.2M
12	Two West Capital Advisors LLC new	Shares	+3.0K	+$242.1K	$242.1K
13	Hoxton Planning & Management, LLC added	Shares	+1.5K	+$229.1K	$1.0M
14	KELLY FINANCIAL GROUP LLC new	Shares	+2.6K	+$211.9K	$211.9K
15	SAX WEALTH ADVISORS, LLC new	Shares	+3.0K	+$210.7K	$210.7K
16	Traveka Wealth, LLC added	Shares	+1.2K	+$173.5K	$733.6K
17	RFG Advisory, LLC trimmed	Shares	-1.1K	+$155.1K	$1.8M
18	Sovereign Financial Group, Inc. added	Shares	+1.1K	+$130.8K	$441.6K
19	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+800	+$128.1K	$1.4M
20	RCS Financial Planning, LLC trimmed	Shares	-527	+$121.5K	$1.3M
21	Venturi Wealth Management, LLC added	Shares	+94	+$113.5K	$855.1K
22	CoreCap Advisors, LLC trimmed	Shares	-111	+$112.0K	$997.7K
23	Archer Investment Management, LLC trimmed	Shares	-8.9K	+$110.8K	$5.9M
24	LIFELONG WEALTH ADVISORS, INC. trimmed	Shares	-517	+$107.7K	$1.2M
25	Asempa Wealth Advisors trimmed	Shares	-18	+$106.3K	$913.3K
26	Trilogy Capital Inc. added	Shares	+70	+$88.9K	$672.1K
27	Cypress Wealth Services, LLC added	Shares	+103	+$88.3K	$648.3K
28	BEACON FINANCIAL GROUP trimmed	Shares	-73	+$82.2K	$698.3K
29	Strategic Blueprint, LLC trimmed	Shares	-130	+$80.6K	$717.0K
30	Centurion Wealth Management LLC added	Shares	+169	+$74.2K	$498.6K
31	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+588	+$64.4K	$185.0K
32	Tempus Wealth Planning, LLC trimmed	Shares	-384	+$63.5K	$723.1K
33	Insight Wealth Strategies, LLC added	Shares	+71	+$57.2K	$416.9K
34	EHRLICH FINANCIAL GROUP added	Shares	+232	+$48.8K	$260.0K
35	Oregon Pacific Wealth Management, LLC trimmed	Shares	-697	+$37.4K	$690.1K
36	MKT Advisors LLC added	Shares	+60	+$36.9K	$277.7K
37	Physician Wealth Advisors, Inc. added	Shares	+136	+$33.7K	$193.7K
38	CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed	Shares	-73	+$32.7K	$302.5K
39	Braun-Bostich & Associates Inc. trimmed	Shares	-303	+$30.1K	$411.0K
40	EQ LLC trimmed	Shares	-1.4K	+$27.1K	$988.0K
41	Olistico Wealth, LLC added	Shares	+300	+$25.6K	$36.5K
42	Urban Wealth Management, LLC trimmed	Shares	-246	+$20.0K	$297.6K
43	J.W. COLE ADVISORS, INC. trimmed	Shares	-235	+$18.1K	$276.4K
44	CFS Investment Advisory Services, LLC trimmed	Shares	-148	+$15.8K	$563.4K
45	Bison Wealth, LLC added	Shares	+18	+$15.5K	$625.3K
46	Goldstein Advisors, LLC trimmed	Shares	-294	+$10.6K	$249.9K
47	JFS WEALTH ADVISORS, LLC trimmed	Shares	-351	+$7.5K	$256.5K
48	BARRETT & COMPANY, INC. unchanged	Shares	0	+$4.5K	$35.7K
49	PARK AVENUE SECURITIES LLC trimmed	Shares	-14.2K	+$3.2K	$33.6K
50	MBE Wealth Management, LLC trimmed	Shares	-981	-$1.9K	$535.1K

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