Filing Research | BLACKROCK CR ALLOCATION Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	Sowell Financial Services LLC	Shares	761.5KSH	$7.8M
2	D.A. DAVIDSON & CO.	Shares	488.2KSH	$5.0M
3	Rareview Capital LLC	Shares	420.2KSH	$4.6M
4	CARY STREET PARTNERS FINANCIAL LLC	Shares	324.8KSH	$3.3M
5	Smith Asset Management Co., LLC	Shares	273.3KSH	$2.8M
6	RIVERBRIDGE PARTNERS LLC	Shares	93.2KSH	$952.3K
7	FELL CAPITAL MANAGEMENT /ADV	Shares	80.2KSH	$819.5K
8	Noble Wealth Management PBC	Shares	52.5KSH	$536.9K
9	Shulman DeMeo Asset Management LLC	Shares	50.3KSH	$513.8K
10	Uncommon Cents Investing LLC	Shares	47.3KSH	$483.1K
11	FLAGSHIP HARBOR ADVISORS, LLC	Shares	32.3KSH	$329.6K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	27.8KSH	$284.6K
13	Park Edge Advisors, LLC	Shares	24.6KSH	$251.5K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	23.8KSH	$243.5K
15	Merit Financial Group, LLC	Shares	20.3KSH	$207.0K
16	180 WEALTH ADVISORS, LLC	Shares	18.4KSH	$188.2K
17	Future Financial Wealth Managment LLC	Shares	17.0KSH	$169.5K
18	Prospera Financial Services Inc	Shares	15.1KSH	$154.1K
19	NWAM LLC	Shares	14.0KSH	$143.6K
20	E&G Advisors, LLC	Shares	13.8KSH	$141.0K
21	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	13.5KSH	$138.0K
22	MRA Advisory Group	Shares	13.2KSH	$135.3K
23	MELFA WEALTH MANAGEMENT, INC.	Shares	13.2KSH	$135.3K
24	Shaker Financial Services, LLC	Shares	13.1KSH	$134.4K
25	CHAPIN DAVIS, INC.	Shares	13.0KSH	$132.9K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.5KSH	$117.5K
27	OAK FAMILY ADVISORS, LLC	Shares	10.9KSH	$111.7K
28	Physician Wealth Advisors, Inc.	Shares	10.0KSH	$102.2K
29	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	6.0KSH	$61.3K
30	EASTERN BANK	Shares	5.7KSH	$57.9K
31	Kentucky Trust Co	Shares	2.7KSH	$27.8K
32	Farther Finance Advisors, LLC	Shares	1.8KSH	$18.0K
33	WEBSTER BANK, N. A.	Shares	1.4KSH	$14.1K
34	Pacifica Partners Inc.	Shares	1.1KSH	$11.3K
35	LANARK FINANCIAL, INC.	Shares	1.0KSH	$10.2K
36	HIGHLINE WEALTH PARTNERS LLC	Shares	280SH	$2.9K
37	WOLFF WIESE MAGANA LLC	Shares	200SH	$2.0K
38	Stolper Co	Shares	87.8KSH	$897
39	PARK AVENUE SECURITIES LLC	Shares	15.0KSH	$154
40	First PREMIER Bank	Shares	1.7KSH	$17

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

44 / 44 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+105.2K	+$1.1M	$5.0M
2	RIVERBRIDGE PARTNERS LLC new	Shares	+93.2K	+$952.3K	$952.3K
3	Sowell Financial Services LLC added	Shares	+49.2K	+$588.0K	$7.8M
4	Rareview Capital LLC added	Shares	+52.3K	+$570.8K	$4.6M
5	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+23.0K	+$271.7K	$3.3M
6	Noble Wealth Management PBC added	Shares	+18.5K	+$193.2K	$536.9K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.5K	+$117.5K	$117.5K
8	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+6.0K	+$61.3K	$61.3K
9	Park Edge Advisors, LLC added	Shares	+2.2K	+$25.7K	$251.5K
10	Merit Financial Group, LLC added	Shares	+1.7K	+$19.6K	$207.0K
11	Uncommon Cents Investing LLC added	Shares	+633	+$12.1K	$483.1K
12	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+875	+$11.7K	$243.5K
13	Shulman DeMeo Asset Management LLC trimmed	Shares	-260	+$3.4K	$513.8K
14	MRA Advisory Group added	Shares	+151	+$3.1K	$135.3K
15	Smith Asset Management Co., LLC trimmed	Shares	-2.9K	+$3.1K	$2.8M
16	Prospera Financial Services Inc added	Shares	+87	+$2.7K	$154.1K
17	180 WEALTH ADVISORS, LLC unchanged	Shares	0	+$2.2K	$188.2K
18	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV unchanged	Shares	0	+$1.6K	$138.0K
19	MELFA WEALTH MANAGEMENT, INC. unchanged	Shares	0	+$1.6K	$135.3K
20	CHAPIN DAVIS, INC. unchanged	Shares	0	+$1.6K	$132.9K
21	OAK FAMILY ADVISORS, LLC unchanged	Shares	0	+$1.3K	$111.7K
22	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$1.2K	$102.2K
23	EASTERN BANK unchanged	Shares	0	+$680	$57.9K
24	E&G Advisors, LLC trimmed	Shares	-100	+$645	$141.0K
25	Pacifica Partners Inc. added	Shares	+27	+$446	$11.3K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-127	+$380	$284.6K
27	Stolper Co added	Shares	+22.0K	+$330	$897
28	Kentucky Trust Co unchanged	Shares	0	+$326	$27.8K
29	WEBSTER BANK, N. A. unchanged	Shares	0	+$165	$14.1K
30	LANARK FINANCIAL, INC. unchanged	Shares	0	+$120	$10.2K
31	Farther Finance Advisors, LLC unchanged	Shares	0	+$106	$18.0K
32	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$34	$2.9K
33	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$24	$2.0K
34	PARK AVENUE SECURITIES LLC added	Shares	+119	+$3	$154
35	First PREMIER Bank unchanged	Shares	0	$0	$17
36	FELL CAPITAL MANAGEMENT /ADV trimmed	Shares	-1.0K	-$478	$819.5K
37	Spire Wealth Management exited	Shares	-283	-$2.9K	$0
38	Future Financial Wealth Managment LLC unchanged	Shares	0	-$7.8K	$169.5K
39	SOA Wealth Advisors, LLC. exited	Shares	-12.8K	-$12.8K	$0
40	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-3.2K	-$28.4K	$329.6K
41	Sound Income Strategies, LLC exited	Shares	-4.0K	-$40.9K	$0
42	NWAM LLC trimmed	Shares	-5.2K	-$51.0K	$143.6K
43	Diesslin Group, Inc. exited	Shares	-34.9K	-$352.8K	$0
44	Shaker Financial Services, LLC trimmed	Shares	-63.0K	-$634.6K	$134.4K