Snapshot holdings
#
1Envestnet Portfolio Solutions, Inc.$140.7M
2Sharkey, Howes & Javer$14.2M
3SteelPeak Wealth, LLC$12.0M
4SWMG, LLC$8.5M
5Brookstone Capital Management$7.0M
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.3M
7Farther Finance Advisors, LLC$5.2M
8Merit Financial Group, LLC$5.1M
9Apollon Wealth Management, LLC$5.0M
10Blue Trust, Inc.$4.9M
11Fifth Third Wealth Advisors LLC$4.7M
12C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$4.3M
13Cobblestone Asset Management LLC$3.9M
14SigFig Wealth Management, LLC$3.7M
15Redhawk Wealth Advisors, Inc.$3.3M
16Cypress Wealth Services, LLC$3.0M
17Polaris Investment Advisors, LLC$2.7M
18ONE WEALTH CAPITAL MANAGEMENT, LLC$2.6M
19ALTERNA WEALTH MANAGEMENT, INC$2.6M
20Lantz Financial LLC$2.5M
21ABSOLUTE CAPITAL MANAGEMENT, LLC$2.5M
22Apeiron RIA LLC$2.5M
23Patriot Financial Group Insurance Agency, LLC$1.8M
24IFP Advisors, Inc$1.8M
25RFG Advisory, LLC$1.8M
26Hoxton Planning & Management, LLC$1.7M
27Barnes Wealth Management Group, Inc$1.7M
28Intesa Sanpaolo Wealth Management$1.4M
29CoreCap Advisors, LLC$1.4M
30Hoese & Co LLP$1.4M
31Retirement Wealth Solutions LLC$1.4M
32B. Riley Wealth Advisors, Inc.$1.2M
33BCU Wealth Advisors, LLC$1.1M
34First Heartland Consultants, Inc.$1.0M
35Capital Investment Management, Inc.$991.2K
36Two West Capital Advisors LLC$900.3K
37BENJAMIN EDWARDS INC$886.7K
38Sovereign Financial Group, Inc.$856.5K
39JFS WEALTH ADVISORS, LLC$851.6K
40Avidian Wealth Enterprises, LLC$844.5K
41BridgePort Financial Solutions, LLC$818.7K
42Raleigh Capital Management Inc.$816.5K
43SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$687.6K
44J.W. COLE ADVISORS, INC.$673.9K
45Balefire, LLC$573.9K
46FLAGSHIP HARBOR ADVISORS, LLC$563.8K
47Interchange Capital Partners, LLC$538.6K
48DAVENPORT & Co LLC$500.8K
49Golden State Wealth Management, LLC$483.8K
50Aspire Private Capital, LLC$437.8K
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Manager changes
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1+$11.6M
2+$4.0M
3+$3.3M
4+$3.0M
5+$2.3M
6+$2.3M
7+$1.9M
8+$1.7M
9+$1.6M
10+$1.6M
11+$1.5M
12+$1.4M
13+$1.4M
14+$1.3M
15+$934.7K
16+$698.6K
17+$673.9K
18+$653.8K
19+$573.9K
20+$538.6K
21+$484.0K
22+$434.8K
23+$417.8K
24+$397.6K
25+$376.2K
26+$338.1K
27+$330.6K
28+$330.1K
29+$321.9K
30+$277.2K
31+$251.6K
32+$247.9K
33+$222.8K
34+$182.0K
35+$180.3K
36+$177.8K
37+$162.8K
38+$157.4K
39+$152.2K
40+$141.0K
41+$127.4K
42+$105.6K
43+$105.4K
44+$102.3K
45+$94.0K
46+$92.0K
47+$82.0K
48+$79.8K
49+$73.7K
50+$72.0K
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Filing Research | BLACKROCK ETF TRUST Institutional Holdings