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13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	Cardinal Point Capital Management ULC	Shares	53.9KSH	$2.0M
2	Bond & Devick Financial Network, Inc.	Shares	43.5KSH	$1.6M
3	AdvisorNet Financial, Inc	Shares	10.6KSH	$400.1K
4	Sequoia Financial Advisors, LLC	Shares	6.4KSH	$243.1K
5	Westmount Partners, LLC	Shares	6.4KSH	$241.5K
6	Mascoma Wealth Management LLC	Shares	391SH	$14.8K
7	CoreCap Advisors, LLC	Shares	104SH	$3.9K
8	Triumph Capital Management	Shares	86SH	$3.3K

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

8 / 8 loaded

#		Instrument
1	Bond & Devick Financial Network, Inc. added	Shares	+14.5K	+$640.8K	$1.6M
2	Westmount Partners, LLC added	Shares	+352	+$32.0K	$241.5K
3	AdvisorNet Financial, Inc trimmed	Shares	-128	+$28.3K	$400.1K
4	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$19.9K	$243.1K
5	Mascoma Wealth Management LLC added	Shares	+96	+$4.6K	$14.8K
6	CoreCap Advisors, LLC unchanged	Shares	0	+$323	$3.9K
7	Triumph Capital Management unchanged	Shares	0	+$267	$3.3K
8	Cardinal Point Capital Management ULC trimmed	Shares	-7.7K	-$99.2K	$2.0M

Filing Research | ISHARES TR Institutional Holdings