Filing Research | BLACKROCK MUNIYIELD QUALITY Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	MELFA WEALTH MANAGEMENT, INC.	Shares	385.2KSH	$4.3M
2	Rareview Capital LLC	Shares	385.0KSH	$4.0M
3	Scarborough Advisors, LLC	Shares	169.4KSH	$1.9M
4	Professional Financial Management, Inc.	Shares	138.1KSH	$1.5M
5	Indiana Trust & Investment Management Co	Shares	91.2KSH	$1.0M
6	RIVERBRIDGE PARTNERS LLC	Shares	71.2KSH	$791.4K
7	Noble Wealth Management PBC	Shares	62.5KSH	$694.1K
8	Atala Financial Inc	Shares	54.7KSH	$635.0K
9	Wellspring Financial Advisors, LLC	Shares	56.6KSH	$628.4K
10	EASTERN BANK	Shares	46.6KSH	$518.1K
11	BENJAMIN EDWARDS INC	Shares	29.2KSH	$324.0K
12	Cresta Advisors, Ltd.	Shares	27.0KSH	$300.0K
13	River Street Advisors LLC	Shares	26.8KSH	$297.4K
14	Worth Asset Management, LLC	Shares	23.0KSH	$255.5K
15	Camelot Portfolios, LLC	Shares	19.2KSH	$213.3K
16	Fortitude Advisory Group L.L.C.	Shares	18.0KSH	$200.1K
17	Merit Financial Group, LLC	Shares	14.1KSH	$156.6K
18	Realta Investment Advisors	Shares	13.3KSH	$147.5K
19	Traub Capital Management LLC	Shares	12.3KSH	$137.0K
20	Herold Advisors, Inc.	Shares	11.5KSH	$129.0K
21	CHAPIN DAVIS, INC.	Shares	10.5KSH	$116.7K
22	Citizens National Bank Trust Department	Shares	9.8KSH	$109.2K
23	Future Financial Wealth Managment LLC	Shares	10.0KSH	$107.5K
24	Farther Finance Advisors, LLC	Shares	5.8KSH	$64.0K
25	EverSource Wealth Advisors, LLC	Shares	4.2KSH	$46.4K
26	CoreCap Advisors, LLC	Shares	2.3KSH	$25.1K
27	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.9KSH	$21.6K
28	AdvisorNet Financial, Inc	Shares	1.5KSH	$17.1K
29	Mascoma Wealth Management LLC	Shares	1.2KSH	$13.5K
30	HIGHLINE WEALTH PARTNERS LLC	Shares	500SH	$5.6K
31	LifeSteps Financial, Inc.	Shares	500SH	$5.6K
32	ENTRUST FINANCIAL LLC	Shares	148SH	$1.6K
33	ST GERMAIN D J CO INC	Shares	79SH	$878
34	CX Institutional	Shares	14.0KSH	$156

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

36 / 36 loaded

#		Instrument
1	Cresta Advisors, Ltd. new	Shares	+27.0K	+$300.0K	$300.0K
2	Worth Asset Management, LLC new	Shares	+23.0K	+$255.5K	$255.5K
3	EASTERN BANK added	Shares	+18.3K	+$220.5K	$518.1K
4	Traub Capital Management LLC new	Shares	+12.3K	+$137.0K	$137.0K
5	Noble Wealth Management PBC added	Shares	+8.8K	+$130.0K	$694.1K
6	Herold Advisors, Inc. new	Shares	+11.5K	+$129.0K	$129.0K
7	Scarborough Advisors, LLC unchanged	Shares	0	+$74.5K	$1.9M
8	Farther Finance Advisors, LLC added	Shares	+5.0K	+$56.1K	$64.0K
9	Indiana Trust & Investment Management Co unchanged	Shares	0	+$54.7K	$1.0M
10	Wellspring Financial Advisors, LLC unchanged	Shares	0	+$33.9K	$628.4K
11	Merit Financial Group, LLC added	Shares	+2.2K	+$31.2K	$156.6K
12	Atala Financial Inc unchanged	Shares	0	+$25.2K	$635.0K
13	CoreCap Advisors, LLC new	Shares	+2.3K	+$25.1K	$25.1K
14	BENJAMIN EDWARDS INC unchanged	Shares	0	+$17.5K	$324.0K
15	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-2.4K	+$17.1K	$791.4K
16	River Street Advisors LLC unchanged	Shares	0	+$16.1K	$297.4K
17	Fortitude Advisory Group L.L.C. unchanged	Shares	0	+$10.8K	$200.1K
18	Realta Investment Advisors unchanged	Shares	0	+$8.0K	$147.5K
19	CHAPIN DAVIS, INC. unchanged	Shares	0	+$6.3K	$116.7K
20	Citizens National Bank Trust Department unchanged	Shares	0	+$5.9K	$109.2K
21	LifeSteps Financial, Inc. new	Shares	+500	+$5.6K	$5.6K
22	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$2.5K	$46.4K
23	ENTRUST FINANCIAL LLC new	Shares	+148	+$1.6K	$1.6K
24	AdvisorNet Financial, Inc unchanged	Shares	0	+$922	$17.1K
25	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$841	$21.6K
26	Mascoma Wealth Management LLC unchanged	Shares	0	+$731	$13.5K
27	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$300	$5.6K
28	ST GERMAIN D J CO INC unchanged	Shares	0	+$48	$878
29	CX Institutional unchanged	Shares	0	+$9	$156
30	Future Financial Wealth Managment LLC unchanged	Shares	0	-$2.9K	$107.5K
31	Abound Wealth Management exited	Shares	-572	-$6.0K	$0
32	Camelot Portfolios, LLC trimmed	Shares	-1.9K	-$8.6K	$213.3K
33	GHP Investment Advisors, Inc. exited	Shares	-1.2K	-$12.4K	$0
34	Professional Financial Management, Inc. trimmed	Shares	-10.7K	-$29.2K	$1.5M
35	MELFA WEALTH MANAGEMENT, INC. trimmed	Shares	-34.0K	-$126.0K	$4.3M
36	Rareview Capital LLC trimmed	Shares	-76.0K	-$797.6K	$4.0M