Filing Research | BLACKROCK ETF TRUST Institutional Holdings

Snapshot holdings

50 / 225 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	4.6MSH	$244.5M
2	Merit Financial Group, LLC	Shares	2.2MSH	$118.6M
3	Abundance Wealth Counselors	Shares	1.9MSH	$102.2M
4	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	939.2KSH	$49.5M
5	PATTON ALBERTSON MILLER GROUP, LLC	Shares	683.0KSH	$36.0M
6	Bensler, LLC	Shares	632.7KSH	$33.4M
7	Scarborough Advisors, LLC	Shares	531.1KSH	$26.0M
8	Sharkey, Howes & Javer	Shares	473.4KSH	$25.0M
9	UNIQUE WEALTH, LLC	Shares	458.9KSH	$24.2M
10	Greater Midwest Financial Group, LLC	Shares	410.4KSH	$21.6M
11	Horst & Graben Wealth Management LLC	Shares	382.4KSH	$18.9M
12	KWB Wealth	Shares	357.2KSH	$18.8M
13	SteelPeak Wealth, LLC	Shares	335.4KSH	$17.7M
14	Farther Finance Advisors, LLC	Shares	316.2KSH	$16.7M
15	CFS Investment Advisory Services, LLC	Shares	353.8KSH	$16.6M
16	EQ LLC	Shares	312.3KSH	$16.5M
17	Physician Wealth Advisors, Inc.	Shares	305.9KSH	$16.1M
18	Security Financial Services, INC.	Shares	301.7KSH	$15.9M
19	Centerline Wealth Advisors, LLC	Shares	286.9KSH	$15.1M
20	Strategic Blueprint, LLC	Shares	283.9KSH	$15.0M
21	BEACON FINANCIAL GROUP	Shares	271.3KSH	$14.3M
22	Kelly Financial Services LLC	Shares	268.6KSH	$14.2M
23	Embree Financial Group	Shares	264.7KSH	$14.0M
24	Brookstone Capital Management	Shares	238.5KSH	$12.6M
25	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	Shares	235.2KSH	$12.4M
26	Storen Legacy Partners, LLC	Shares	226.8KSH	$12.0M
27	Cypress Wealth Services, LLC	Shares	223.1KSH	$11.8M
28	Fifth Third Wealth Advisors LLC	Shares	219.9KSH	$11.6M
29	Golden State Wealth Management, LLC	Shares	218.0KSH	$11.5M
30	Archer Investment Management, LLC	Shares	212.0KSH	$11.2M
31	ONE Advisory Partners, LLC	Shares	209.7KSH	$11.1M
32	ShoreHaven Wealth Partners, LLC	Shares	208.9KSH	$11.0M
33	SWMG, LLC	Shares	230.1KSH	$10.7M
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	217.0KSH	$10.4M
35	Plancorp, LLC	Shares	219.4KSH	$10.0M
36	EWA, LLC	Shares	186.7KSH	$9.8M
37	Apollon Wealth Management, LLC	Shares	173.3KSH	$9.1M
38	Apeiron RIA LLC	Shares	173.0KSH	$9.1M
39	Patriot Financial Group Insurance Agency, LLC	Shares	163.5KSH	$8.6M
40	Blue Trust, Inc.	Shares	153.0KSH	$8.1M
41	Lineweaver Wealth Advisors, LLC	Shares	153.0KSH	$8.1M
42	LINCOLN CAPITAL CORP	Shares	146.7KSH	$7.7M
43	INDEPENDENT FINANCIAL GROUP, LLC	Shares	142.2KSH	$7.5M
44	StoneCrest Wealth Management, Inc.	Shares	139.7KSH	$7.4M
45	Elevated Financial Group LLC	Shares	137.8KSH	$7.3M
46	Central Pacific Bank - Trust Division	Shares	136.7KSH	$7.2M
47	J.E. Simmons & Co., P.C.	Shares	134.1KSH	$7.1M
48	Mayflower Financial Advisors, LLC	Shares	126.9KSH	$6.7M
49	Berbice Capital Management LLC	Shares	126.2KSH	$6.7M
50	Peak Wealth Management LLC	Shares	126.1KSH	$6.7M

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

50 / 231 loaded

#		Instrument
1	Abundance Wealth Counselors added	Shares	+825.2K	+$65.5M	$102.2M
2	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-947.8K	+$60.4M	$244.5M
3	Merit Financial Group, LLC trimmed	Shares	-268.1K	+$35.6M	$118.6M
4	Bensler, LLC new	Shares	+632.7K	+$33.4M	$33.4M
5	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-6.8K	+$18.3M	$49.5M
6	PATTON ALBERTSON MILLER GROUP, LLC added	Shares	+20.9K	+$14.2M	$36.0M
7	Greater Midwest Financial Group, LLC added	Shares	+156.2K	+$13.3M	$21.6M
8	Plancorp, LLC new	Shares	+219.4K	+$10.0M	$10.0M
9	Golden State Wealth Management, LLC added	Shares	+168.9K	+$9.9M	$11.5M
10	Embree Financial Group added	Shares	+48.6K	+$6.8M	$14.0M
11	Sharkey, Howes & Javer trimmed	Shares	-119.9K	+$5.4M	$25.0M
12	Scarborough Advisors, LLC trimmed	Shares	-96.5K	+$5.3M	$26.0M
13	KWB Wealth trimmed	Shares	-60.1K	+$4.9M	$18.8M
14	EHRLICH FINANCIAL GROUP new	Shares	+87.1K	+$4.6M	$4.6M
15	Archer Investment Management, LLC added	Shares	+10.5K	+$4.5M	$11.2M
16	Fifth Third Wealth Advisors LLC added	Shares	+4.3K	+$4.5M	$11.6M
17	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT trimmed	Shares	-5.6K	+$4.5M	$12.4M
18	Brookstone Capital Management trimmed	Shares	-7.8K	+$4.5M	$12.6M
19	Farther Finance Advisors, LLC trimmed	Shares	-43.3K	+$4.4M	$16.7M
20	Redhawk Wealth Advisors, Inc. new	Shares	+83.3K	+$4.4M	$4.4M
21	Strategic Blueprint, LLC trimmed	Shares	-47.5K	+$4.0M	$15.0M
22	Berbice Capital Management LLC added	Shares	+43.9K	+$3.9M	$6.7M
23	Apeiron RIA LLC added	Shares	+14.2K	+$3.9M	$9.1M
24	Central Pacific Bank - Trust Division added	Shares	+35.9K	+$3.9M	$7.2M
25	BEACON FINANCIAL GROUP trimmed	Shares	-45.6K	+$3.9M	$14.3M
26	SteelPeak Wealth, LLC trimmed	Shares	-86.2K	+$3.8M	$17.7M
27	EQ LLC trimmed	Shares	-74.6K	+$3.7M	$16.5M
28	Gilbert Capital Group, Inc. new	Shares	+66.8K	+$3.5M	$3.5M
29	Physician Wealth Advisors, Inc. trimmed	Shares	-80.4K	+$3.4M	$16.1M
30	Hyposwiss Advisors SA added	Shares	+62.9K	+$3.4M	$3.4M
31	Skyline Advisors, Inc. added	Shares	+27.5K	+$3.3M	$6.5M
32	UNIQUE WEALTH, LLC trimmed	Shares	-175.3K	+$3.3M	$24.2M
33	Security Financial Services, INC. trimmed	Shares	-83.1K	+$3.2M	$15.9M
34	Elevated Financial Group LLC added	Shares	+8.7K	+$3.0M	$7.3M
35	Kelly Financial Services LLC trimmed	Shares	-71.6K	+$3.0M	$14.2M
36	Cypress Wealth Services, LLC trimmed	Shares	-44.1K	+$3.0M	$11.8M
37	LINCOLN CAPITAL CORP trimmed	Shares	-123	+$2.9M	$7.7M
38	Apollon Wealth Management, LLC trimmed	Shares	-19.3K	+$2.8M	$9.1M
39	ShoreHaven Wealth Partners, LLC trimmed	Shares	-42.7K	+$2.7M	$11.0M
40	Balefire, LLC added	Shares	+48.4K	+$2.7M	$3.0M
41	JOHNSON INVESTMENT COUNSEL INC new	Shares	+51.1K	+$2.7M	$2.7M
42	J.E. Simmons & Co., P.C. trimmed	Shares	-2.5K	+$2.6M	$7.1M
43	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-9.4K	+$2.5M	$7.5M
44	NOVEM GROUP added	Shares	+30.2K	+$2.4M	$3.7M
45	EWA, LLC trimmed	Shares	-43.4K	+$2.3M	$9.8M
46	StoneCrest Wealth Management, Inc. trimmed	Shares	-15.3K	+$2.3M	$7.4M
47	SWMG, LLC trimmed	Shares	-30.7K	+$2.1M	$10.7M
48	ONE Advisory Partners, LLC trimmed	Shares	-61.6K	+$2.1M	$11.1M
49	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+13.7K	+$2.1M	$4.4M
50	Integras Partners LLC trimmed	Shares	-13.8K	+$2.0M	$6.6M

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