Filing Research | BLACKROCK ETF TRUST Institutional Holdings

Snapshot holdings

50 / 142 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	3.4MSH	$172.6M
2	Goldstein Advisors, LLC	Shares	472.7KSH	$23.8M
3	Sharkey, Howes & Javer	Shares	400.4KSH	$20.2M
4	BEACON FINANCIAL GROUP	Shares	296.6KSH	$14.9M
5	Horst & Graben Wealth Management LLC	Shares	275.4KSH	$13.8M
6	KWB Wealth	Shares	268.3KSH	$13.5M
7	SteelPeak Wealth, LLC	Shares	262.9KSH	$13.2M
8	Farther Finance Advisors, LLC	Shares	204.1KSH	$10.3M
9	Pettinga Financial Advisors LLC	Shares	185.8KSH	$9.4M
10	SWMG, LLC	Shares	178.6KSH	$8.9M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	169.7KSH	$8.5M
12	Cypress Wealth Services, LLC	Shares	168.0KSH	$8.5M
13	Embree Financial Group	Shares	165.5KSH	$8.3M
14	Kelly Financial Services LLC	Shares	163.3KSH	$8.2M
15	Brookstone Capital Management	Shares	159.7KSH	$8.0M
16	Security Financial Services, INC.	Shares	158.8KSH	$8.0M
17	ONE Advisory Partners, LLC	Shares	145.2KSH	$7.3M
18	Archer Investment Management, LLC	Shares	131.6KSH	$6.6M
19	Blue Trust, Inc.	Shares	113.8KSH	$5.7M
20	INDEPENDENT FINANCIAL GROUP, LLC	Shares	113.4KSH	$5.7M
21	Merit Financial Group, LLC	Shares	112.7KSH	$5.7M
22	Apollon Wealth Management, LLC	Shares	109.4KSH	$5.5M
23	ShoreHaven Wealth Partners, LLC	Shares	106.6KSH	$5.4M
24	Fifth Third Wealth Advisors LLC	Shares	101.2KSH	$5.1M
25	Mayflower Financial Advisors, LLC	Shares	94.3KSH	$4.8M
26	Cobblestone Asset Management LLC	Shares	93.2KSH	$4.7M
27	SigFig Wealth Management, LLC	Shares	89.1KSH	$4.4M
28	Apeiron RIA LLC	Shares	85.2KSH	$4.3M
29	Peak Wealth Management LLC	Shares	83.4KSH	$4.2M
30	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	81.8KSH	$4.1M
31	Focus Financial Network, Inc.	Shares	78.0KSH	$3.9M
32	Golden State Wealth Management, LLC	Shares	73.4KSH	$3.7M
33	IFP Advisors, Inc	Shares	71.1KSH	$3.6M
34	SWP FINANCIAL LLC	Shares	66.2KSH	$3.3M
35	LIFELONG WEALTH ADVISORS, INC.	Shares	65.0KSH	$3.3M
36	Optivise Advisory Services LLC	Shares	64.8KSH	$3.3M
37	Polaris Investment Advisors, LLC	Shares	63.8KSH	$3.2M
38	Patriot Financial Group Insurance Agency, LLC	Shares	63.7KSH	$3.2M
39	MILESTONE ASSET MANAGEMENT, LLC	Shares	63.0KSH	$3.2M
40	EQ LLC	Shares	58.5KSH	$2.9M
41	Spectrum Planning & Advisory Services Inc.	Shares	57.3KSH	$2.9M
42	Lantz Financial LLC	Shares	56.8KSH	$2.9M
43	Redhawk Wealth Advisors, Inc.	Shares	56.3KSH	$2.8M
44	Skyline Advisors, Inc.	Shares	55.2KSH	$2.8M
45	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	54.6KSH	$2.8M
46	PFG Advisors	Shares	52.6KSH	$2.6M
47	Hoxton Planning & Management, LLC	Shares	52.1KSH	$2.6M
48	Chatterton & Associates Inc.	Shares	48.8KSH	$2.4M
49	Balefire, LLC	Shares	46.2KSH	$2.3M
50	B.O.S.S. Retirement Advisors, LLC	Shares	43.9KSH	$2.2M

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

50 / 146 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+121.9K	+$36.9M	$172.6M
2	KWB Wealth new	Shares	+268.3K	+$13.5M	$13.5M
3	Sharkey, Howes & Javer added	Shares	+116.0K	+$8.5M	$20.2M
4	BEACON FINANCIAL GROUP added	Shares	+82.1K	+$6.1M	$14.9M
5	Farther Finance Advisors, LLC added	Shares	+98.2K	+$5.9M	$10.3M
6	Embree Financial Group added	Shares	+79.8K	+$4.8M	$8.3M
7	Goldstein Advisors, LLC added	Shares	+9.9K	+$4.8M	$23.8M
8	Peak Wealth Management LLC new	Shares	+83.4K	+$4.2M	$4.2M
9	Apeiron RIA LLC added	Shares	+77.7K	+$4.0M	$4.3M
10	SteelPeak Wealth, LLC added	Shares	+32.3K	+$3.8M	$13.2M
11	Golden State Wealth Management, LLC added	Shares	+72.0K	+$3.6M	$3.7M
12	Apollon Wealth Management, LLC added	Shares	+61.6K	+$3.5M	$5.5M
13	LIFELONG WEALTH ADVISORS, INC. new	Shares	+65.0K	+$3.3M	$3.3M
14	Optivise Advisory Services LLC new	Shares	+64.8K	+$3.3M	$3.3M
15	EQ LLC new	Shares	+58.5K	+$2.9M	$2.9M
16	SWMG, LLC added	Shares	+31.2K	+$2.8M	$8.9M
17	Redhawk Wealth Advisors, Inc. new	Shares	+56.3K	+$2.8M	$2.8M
18	Skyline Advisors, Inc. new	Shares	+55.2K	+$2.8M	$2.8M
19	PFG Advisors new	Shares	+52.6K	+$2.6M	$2.6M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+29.6K	+$2.6M	$8.5M
21	Brookstone Capital Management added	Shares	+27.3K	+$2.6M	$8.0M
22	Pettinga Financial Advisors LLC added	Shares	+16.5K	+$2.4M	$9.4M
23	Balefire, LLC new	Shares	+46.2K	+$2.3M	$2.3M
24	FFG RETIREMENT ADVISORS LLC new	Shares	+41.4K	+$2.1M	$2.1M
25	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+24.1K	+$2.0M	$5.7M
26	Polaris Investment Advisors, LLC added	Shares	+35.0K	+$2.0M	$3.2M
27	Fifth Third Wealth Advisors LLC added	Shares	+26.5K	+$2.0M	$5.1M
28	Cypress Wealth Services, LLC added	Shares	+10.7K	+$2.0M	$8.5M
29	4J Wealth Management LLC new	Shares	+38.2K	+$1.9M	$1.9M
30	Merit Financial Group, LLC added	Shares	+18.9K	+$1.8M	$5.7M
31	Focus Financial Network, Inc. added	Shares	+25.4K	+$1.8M	$3.9M
32	Archer Investment Management, LLC added	Shares	+11.8K	+$1.7M	$6.6M
33	Hoese & Co LLP new	Shares	+29.8K	+$1.5M	$1.5M
34	IFP Advisors, Inc added	Shares	+19.5K	+$1.5M	$3.6M
35	XY Planning Network, Inc. added	Shares	+26.8K	+$1.4M	$1.7M
36	Horst & Graben Wealth Management LLC added	Shares	+11.7K	+$1.4M	$13.8M
37	Mayflower Financial Advisors, LLC added	Shares	+12.1K	+$1.4M	$4.8M
38	Kelly Financial Services LLC trimmed	Shares	-5.5K	+$1.3M	$8.2M
39	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+19.0K	+$1.2M	$4.1M
40	SigFig Wealth Management, LLC added	Shares	+9.3K	+$1.2M	$4.4M
41	BENJAMIN EDWARDS INC new	Shares	+22.6K	+$1.1M	$1.1M
42	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+14.4K	+$1.1M	$2.8M
43	Security Financial Services, INC. trimmed	Shares	-9.7K	+$1.1M	$8.0M
44	Strategic Blueprint, LLC added	Shares	+18.7K	+$1.1M	$1.7M
45	Cobblestone Asset Management LLC added	Shares	+3.8K	+$1.0M	$4.7M
46	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+10.0K	+$998.1K	$3.2M
47	ONE Advisory Partners, LLC trimmed	Shares	-9.0K	+$983.6K	$7.3M
48	Tempus Wealth Planning, LLC added	Shares	+16.2K	+$947.1K	$1.5M
49	Blue Trust, Inc. trimmed	Shares	-3.1K	+$931.6K	$5.7M
50	Patriot Financial Group Insurance Agency, LLC added	Shares	+8.1K	+$924.6K	$3.2M

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