Filing Research | BLACKROCK ETF TRUST II Institutional Holdings

Snapshot holdings

50 / 261 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	6.1MSH	$321.0M
2	Merit Financial Group, LLC	Shares	2.7MSH	$138.8M
3	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	2.2MSH	$115.6M
4	Falcon Wealth Planning	Shares	1.3MSH	$66.6M
5	Envestnet Portfolio Solutions, Inc.	Shares	917.8KSH	$48.0M
6	Johnson Bixby & Associates, LLC	Shares	679.1KSH	$35.5M
7	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	664.8KSH	$34.8M
8	CGN Advisors LLC	Shares	630.7KSH	$33.0M
9	55 North Private Wealth, LLC	Shares	589.8KSH	$30.9M
10	Strong Tower Advisory Services	Shares	582.4KSH	$30.5M
11	Members Advisory Group LLC	Shares	498.3KSH	$26.1M
12	Composition Wealth, LLC	Shares	478.1KSH	$25.0M
13	Lineweaver Wealth Advisors, LLC	Shares	471.8KSH	$24.7M
14	ECLECTIC ASSOCIATES INC /ADV	Shares	394.6KSH	$20.7M
15	Farther Finance Advisors, LLC	Shares	387.5KSH	$20.3M
16	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	362.5KSH	$19.0M
17	Kelly Financial Services LLC	Shares	346.7KSH	$18.1M
18	Breakwater Capital Group	Shares	333.6KSH	$17.5M
19	Centerline Wealth Advisors, LLC	Shares	267.6KSH	$14.0M
20	Global Wealth Strategies & Associates	Shares	267.4KSH	$14.0M
21	Storen Legacy Partners, LLC	Shares	266.1KSH	$13.9M
22	Asio Capital, LLC	Shares	254.6KSH	$13.3M
23	Selby Wealth Management, LLC	Shares	250.0KSH	$13.1M
24	SteelPeak Wealth, LLC	Shares	230.4KSH	$12.1M
25	Cape Investment Advisory, Inc.	Shares	223.5KSH	$11.7M
26	Bay Rivers Group	Shares	220.8KSH	$11.6M
27	Scarborough Advisors, LLC	Shares	221.0KSH	$11.5M
28	New Capital Management LP	Shares	218.3KSH	$11.4M
29	HCR Wealth Advisors	Shares	214.0KSH	$11.2M
30	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	206.6KSH	$10.8M
31	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	197.0KSH	$10.3M
32	Brookstone Capital Management	Shares	197.0KSH	$10.3M
33	IFP Advisors, Inc	Shares	185.5KSH	$9.7M
34	Alexis Investment Partners, LLC	Shares	183.0KSH	$9.6M
35	KWB Wealth	Shares	180.5KSH	$9.4M
36	UNIQUE WEALTH, LLC	Shares	177.2KSH	$9.3M
37	Sharkey, Howes & Javer	Shares	172.8KSH	$9.0M
38	Refined Wealth Management	Shares	151.1KSH	$7.9M
39	Strategic Blueprint, LLC	Shares	143.3KSH	$7.5M
40	R2 Capital Strategies, LLC	Shares	141.5KSH	$7.4M
41	Emergent Wealth Advisors, LLC	Shares	141.2KSH	$7.4M
42	McNaughton Wealth Management, LLC	Shares	139.1KSH	$7.3M
43	MILESTONE ASSET MANAGEMENT, LLC	Shares	132.5KSH	$6.9M
44	Cedar Mountain Advisors, LLC	Shares	129.0KSH	$6.8M
45	Central Pacific Bank - Trust Division	Shares	123.9KSH	$6.5M
46	J.W. COLE ADVISORS, INC.	Shares	123.3KSH	$6.5M
47	Foundry Financial LLC	Shares	116.1KSH	$6.1M
48	BEACON FINANCIAL GROUP	Shares	115.9KSH	$6.1M
49	Apeiron RIA LLC	Shares	111.9KSH	$5.9M
50	Goldstein Advisors, LLC	Shares	112.2KSH	$5.9M

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

50 / 281 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+690.0K	+$38.3M	$321.0M
2	Members Advisory Group LLC added	Shares	+459.0K	+$24.0M	$26.1M
3	Merit Financial Group, LLC added	Shares	+278.3K	+$15.5M	$138.8M
4	Alexis Investment Partners, LLC new	Shares	+183.0K	+$9.6M	$9.6M
5	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+132.5K	+$6.9M	$6.9M
6	Johnson Bixby & Associates, LLC added	Shares	+123.6K	+$6.7M	$35.5M
7	55 North Private Wealth, LLC added	Shares	+108.2K	+$5.9M	$30.9M
8	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+84.2K	+$5.3M	$115.6M
9	Scarborough Advisors, LLC added	Shares	+96.9K	+$5.1M	$11.5M
10	MISSION WEALTH MANAGEMENT, LP added	Shares	+90.5K	+$4.7M	$5.7M
11	Falcon Wealth Planning added	Shares	+78.4K	+$4.6M	$66.6M
12	ECLECTIC ASSOCIATES INC /ADV added	Shares	+50.0K	+$2.8M	$20.7M
13	Plancorp, LLC new	Shares	+44.0K	+$2.3M	$2.3M
14	G&S Capital LLC new	Shares	+42.9K	+$2.2M	$2.2M
15	J.W. COLE ADVISORS, INC. added	Shares	+41.4K	+$2.2M	$6.5M
16	Storen Legacy Partners, LLC added	Shares	+37.5K	+$2.1M	$13.9M
17	Bryant Woods Investment Advisors, LLC new	Shares	+38.4K	+$2.0M	$2.0M
18	CGN Advisors LLC added	Shares	+33.3K	+$2.0M	$33.0M
19	Princeton Global Asset Management LLC new	Shares	+36.6K	+$1.9M	$1.9M
20	Redhawk Wealth Advisors, Inc. new	Shares	+36.5K	+$1.9M	$1.9M
21	Strong Tower Advisory Services added	Shares	+31.4K	+$1.9M	$30.5M
22	Breakwater Capital Group added	Shares	+32.4K	+$1.8M	$17.5M
23	ORBA Wealth Advisors, L.L.C. added	Shares	+34.0K	+$1.8M	$3.0M
24	4J Wealth Management LLC added	Shares	+30.2K	+$1.6M	$3.3M
25	UNIQUE WEALTH, LLC added	Shares	+26.2K	+$1.4M	$9.3M
26	SENTINEL PENSION ADVISORS, LLC added	Shares	+26.2K	+$1.4M	$2.4M
27	Foundry Financial LLC added	Shares	+23.1K	+$1.2M	$6.1M
28	Global Wealth Strategies & Associates added	Shares	+19.8K	+$1.1M	$14.0M
29	Wealthcare Advisory Partners LLC added	Shares	+20.3K	+$1.1M	$5.7M
30	Aventus Investment Advisors, Inc. added	Shares	+20.1K	+$1.1M	$1.2M
31	HCR Wealth Advisors added	Shares	+18.5K	+$1.0M	$11.2M
32	Centerline Wealth Advisors, LLC added	Shares	+16.8K	+$980.4K	$14.0M
33	First Growth Capital LLC added	Shares	+17.8K	+$936.7K	$1.7M
34	Bay Rivers Group added	Shares	+14.5K	+$845.8K	$11.6M
35	FOUNDERS GROVE WEALTH PARTNERS, LLC added	Shares	+14.0K	+$812.8K	$10.8M
36	Kelly Financial Services LLC added	Shares	+12.2K	+$801.0K	$18.1M
37	ALTERNA WEALTH MANAGEMENT, INC added	Shares	+14.1K	+$755.0K	$2.9M
38	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+13.9K	+$738.1K	$1.8M
39	ARWA LLC new	Shares	+13.8K	+$719.7K	$719.7K
40	Liberty Atlantic Advisors LLC added	Shares	+12.5K	+$689.6K	$5.0M
41	Central Pacific Bank - Trust Division added	Shares	+11.5K	+$649.1K	$6.5M
42	Pettinga Financial Advisors LLC added	Shares	+11.5K	+$630.2K	$4.3M
43	IFP Advisors, Inc added	Shares	+10.2K	+$606.8K	$9.7M
44	Jefferson Bridge Capital, LLC new	Shares	+11.5K	+$600.6K	$600.6K
45	BEACON FINANCIAL GROUP added	Shares	+10.4K	+$588.2K	$6.1M
46	Triad Investment Management added	Shares	+10.5K	+$562.9K	$2.1M
47	National Wealth Management Group, LLC added	Shares	+10.6K	+$554.8K	$812.8K
48	Owen LaRue, LLC added	Shares	+9.6K	+$532.0K	$4.5M
49	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+4.2K	+$490.7K	$34.8M
50	Goldstein Advisors, LLC added	Shares	+8.4K	+$481.8K	$5.9M

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