Filing Research | BLACKROCK ETF TRUST Institutional Holdings

Snapshot holdings

50 / 313 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	6.7MSH	$453.3M
2	Merit Financial Group, LLC	Shares	4.5MSH	$307.5M
3	Mirae Asset Global Investments Co., Ltd.	Shares	2.2MSH	$146.6M
4	FORM Wealth Advisors, LLC	Shares	2.1MSH	$146.0M
5	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	1.0MSH	$71.0M
6	EASTERN BANK	Shares	1.0MSH	$69.7M
7	High Probability Advisors, LLC	Shares	881.5KSH	$59.9M
8	Embree Financial Group	Shares	771.6KSH	$52.5M
9	Sharkey, Howes & Javer	Shares	749.3KSH	$51.0M
10	Hennion & Walsh Asset Management, Inc.	Shares	664.0KSH	$45.2M
11	Scarborough Advisors, LLC	Shares	657.4KSH	$43.8M
12	Horst & Graben Wealth Management LLC	Shares	631.5KSH	$42.6M
13	Farther Finance Advisors, LLC	Shares	623.3KSH	$42.4M
14	EQ LLC	Shares	599.8KSH	$40.8M
15	CFS Investment Advisory Services, LLC	Shares	533.2KSH	$35.8M
16	SteelPeak Wealth, LLC	Shares	507.8KSH	$34.5M
17	UNIQUE WEALTH, LLC	Shares	503.8KSH	$34.3M
18	Insight Wealth Strategies, LLC	Shares	489.8KSH	$33.1M
19	Physician Wealth Advisors, Inc.	Shares	454.8KSH	$30.9M
20	KWB Wealth	Shares	448.2KSH	$30.5M
21	Presidio Capital Management, LLC	Shares	445.2KSH	$30.3M
22	PATTON ALBERTSON MILLER GROUP, LLC	Shares	443.6KSH	$30.2M
23	Cypress Wealth Services, LLC	Shares	430.6KSH	$29.3M
24	Bishop & Co Investment Management, LLC	Shares	430.0KSH	$29.2M
25	Wealth Group Ltd	Shares	425.0KSH	$28.9M
26	Centerline Wealth Advisors, LLC	Shares	421.7KSH	$28.7M
27	Madrona Financial Services, LLC	Shares	417.0KSH	$28.4M
28	Security Financial Services, INC.	Shares	413.1KSH	$28.1M
29	Strategic Blueprint, LLC	Shares	401.1KSH	$27.3M
30	Golden State Wealth Management, LLC	Shares	400.7KSH	$27.3M
31	Mason & Associates, LLC	Shares	386.9KSH	$26.3M
32	EWA, LLC	Shares	381.3KSH	$25.9M
33	FIRST HAWAIIAN BANK	Shares	379.8KSH	$25.8M
34	Financial Enhancement Group LLC	Shares	379.2KSH	$25.8M
35	BEACON FINANCIAL GROUP	Shares	377.7KSH	$25.7M
36	Global Wealth Strategies & Associates	Shares	377.3KSH	$25.7M
37	Brookstone Capital Management	Shares	376.9KSH	$25.6M
38	Elevated Financial Group LLC	Shares	376.3KSH	$25.6M
39	Composition Wealth, LLC	Shares	369.2KSH	$25.1M
40	Kelly Financial Services LLC	Shares	356.6KSH	$24.2M
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	340.7KSH	$23.2M
42	SWMG, LLC	Shares	337.5KSH	$23.0M
43	BOYUM WEALTH ARCHITECTS LLC	Shares	339.7KSH	$23.0M
44	Central Pacific Bank - Trust Division	Shares	328.8KSH	$22.4M
45	Lineweaver Wealth Advisors, LLC	Shares	326.1KSH	$22.2M
46	Storen Legacy Partners, LLC	Shares	314.3KSH	$21.4M
47	ShoreHaven Wealth Partners, LLC	Shares	301.7KSH	$20.5M
48	ONE Advisory Partners, LLC	Shares	295.9KSH	$20.1M
49	Shira Ridge Wealth Management	Shares	280.2KSH	$19.1M
50	Apollon Wealth Management, LLC	Shares	279.8KSH	$19.0M

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

50 / 321 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.7M	+$122.0M	$146.6M
2	Merit Financial Group, LLC added	Shares	+1.2M	+$112.4M	$307.5M
3	Envestnet Portfolio Solutions, Inc. added	Shares	+95.4K	+$71.1M	$453.3M
4	Hennion & Walsh Asset Management, Inc. new	Shares	+664.0K	+$45.2M	$45.2M
5	Golden State Wealth Management, LLC added	Shares	+218.4K	+$16.6M	$27.3M
6	Embree Financial Group added	Shares	+144.3K	+$16.0M	$52.5M
7	FORM Wealth Advisors, LLC trimmed	Shares	-121.0K	+$14.1M	$146.0M
8	Central Pacific Bank - Trust Division added	Shares	+181.6K	+$13.8M	$22.4M
9	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+34.1K	+$12.2M	$71.0M
10	EASTERN BANK added	Shares	+35.7K	+$12.1M	$69.7M
11	High Probability Advisors, LLC added	Shares	+49.5K	+$11.5M	$59.9M
12	Redhawk Wealth Advisors, Inc. new	Shares	+157.0K	+$10.7M	$10.7M
13	Rochester Wealth Strategies, LLC new	Shares	+146.6K	+$10.0M	$10.0M
14	Skyline Advisors, Inc. added	Shares	+130.6K	+$9.9M	$16.0M
15	Benchmark Financial Wealth Advisors, LLC new	Shares	+125.8K	+$8.6M	$8.6M
16	Crown Wealth Group, LLC added	Shares	+110.8K	+$8.5M	$13.9M
17	Meriwether Wealth & Planning, LLC new	Shares	+122.3K	+$8.3M	$8.3M
18	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added	Shares	+98.0K	+$8.0M	$16.1M
19	Sharkey, Howes & Javer trimmed	Shares	-419	+$7.3M	$51.0M
20	UNIQUE WEALTH, LLC added	Shares	+33.4K	+$6.9M	$34.3M
21	Fifth Third Wealth Advisors LLC added	Shares	+64.4K	+$6.0M	$15.7M
22	Brookstone Capital Management added	Shares	+39.6K	+$6.0M	$25.6M
23	Farther Finance Advisors, LLC added	Shares	+2.6K	+$5.9M	$42.4M
24	ShoreHaven Wealth Partners, LLC added	Shares	+48.2K	+$5.8M	$20.5M
25	Wealth Group Ltd added	Shares	+26.7K	+$5.7M	$28.9M
26	Elevated Financial Group LLC added	Shares	+34.0K	+$5.7M	$25.6M
27	Physician Wealth Advisors, Inc. added	Shares	+19.2K	+$5.6M	$30.9M
28	SWMG, LLC added	Shares	+37.7K	+$5.5M	$23.0M
29	Balefire, LLC added	Shares	+78.5K	+$5.5M	$6.2M
30	Cypress Wealth Services, LLC added	Shares	+21.0K	+$5.5M	$29.3M
31	Insight Wealth Strategies, LLC added	Shares	+15.0K	+$5.4M	$33.1M
32	4J Wealth Management LLC added	Shares	+45.4K	+$5.3M	$18.0M
33	SteelPeak Wealth, LLC added	Shares	+4.3K	+$5.2M	$34.5M
34	Scarborough Advisors, LLC trimmed	Shares	-7.8K	+$5.1M	$43.8M
35	Global Wealth Strategies & Associates added	Shares	+21.7K	+$5.0M	$25.7M
36	WATERSHED PRIVATE WEALTH LLC added	Shares	+42.1K	+$4.6M	$15.1M
37	Strategic Blueprint, LLC added	Shares	+11.5K	+$4.6M	$27.3M
38	Madrona Financial Services, LLC added	Shares	+8.1K	+$4.6M	$28.4M
39	Bishop & Co Investment Management, LLC added	Shares	+3.3K	+$4.4M	$29.2M
40	EQ LLC trimmed	Shares	-27.8K	+$4.3M	$40.8M
41	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+43.3K	+$4.2M	$11.8M
42	PATTON ALBERTSON MILLER GROUP, LLC trimmed	Shares	-2.5K	+$4.2M	$30.2M
43	BEACON FINANCIAL GROUP added	Shares	+8.1K	+$4.2M	$25.7M
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.6K	+$4.2M	$23.2M
45	Ridgeline Wealth Planning, LLC added	Shares	+34.7K	+$4.1M	$14.7M
46	Security Financial Services, INC. added	Shares	+110	+$4.1M	$28.1M
47	FIRST HAWAIIAN BANK added	Shares	+4.3K	+$4.0M	$25.8M
48	Centerline Wealth Advisors, LLC trimmed	Shares	-4.0K	+$3.9M	$28.7M
49	Mason & Associates, LLC added	Shares	+606	+$3.8M	$26.3M
50	WETZEL INVESTMENT ADVISORS, INC. added	Shares	+44.3K	+$3.7M	$8.0M

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