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13F - Institutional holdings explorer

Snapshot holdings

6 / 6 loaded

#		Instrument	quantity
1	Apollon Wealth Management, LLC	Shares	8.9KSH	$519.2K
2	SOA Wealth Advisors, LLC.	Shares	5.2KSH	$302.8K
3	BENJAMIN EDWARDS INC	Shares	4.5KSH	$263.2K
4	Prosperity Planning, Inc.	Shares	4.0KSH	$236.3K
5	IFP Advisors, Inc	Shares	2.7KSH	$160.4K
6	BFSG, LLC	Shares	450SH	$26.3K

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

6 / 6 loaded

#		Instrument
1	SOA Wealth Advisors, LLC. new	Shares	+5.2K	+$302.8K	$302.8K
2	Prosperity Planning, Inc. new	Shares	+4.0K	+$236.3K	$236.3K
3	Apollon Wealth Management, LLC unchanged	Shares	0	+$94.9K	$519.2K
4	BENJAMIN EDWARDS INC trimmed	Shares	-36	+$46.4K	$263.2K
5	IFP Advisors, Inc unchanged	Shares	0	+$29.3K	$160.4K
6	BFSG, LLC unchanged	Shares	0	+$4.8K	$26.3K

Filing Research | ISHARES TR Institutional Holdings