iShares USD Green Bond ETF(BGRN)

$46.66—Stale · unknown old

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iShares USD Green Bond ETF(BGRN)

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$46.66—Stale · unknown old

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BGRN(BGRN)

BGRN

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 179 Institutional Holders

Holder	Shares	Date	Change	% Held
Betterment LLC	1.51M	Jun 30, 26	+128.27K	14.16%
MERCER GLOBAL ADVISORS INC /ADV	1.29M	Jun 30, 26	+74.02K	12.08%
Empower Advisory Group, LLC	1.16M	Jun 30, 26	+57.41K	10.87%
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	531.91K	Jun 30, 26	+531.91K	4.99%
BANK OF AMERICA CORP /DE/	476.00K	Jun 30, 26	+57.09K	4.47%
ROYAL BANK OF CANADA	256.93K	Jun 30, 26	+90	2.41%
Francis Financial, Inc.	254.79K	Jun 30, 26	+6.39K	2.39%
LPL Financial LLC	221.99K	Jun 30, 26	+34.40K	2.08%
Impact Investors, Inc	201.84K	Jun 30, 26	+32.18K	1.89%
Creative Planning	201.10K	Jun 30, 26	+11.12K	1.89%
SEEDS INVESTOR LLC	140.68K	Jun 30, 26	+850	1.32%
ENVESTNET ASSET MANAGEMENT INC	119.43K	Jun 30, 26	+6.67K	1.12%
ASSETMARK, INC	100.39K	Jun 30, 26	+17.79K	0.94%
Bank of New York Mellon Corp	100.32K	Jun 30, 26	+216	0.94%
RAYMOND JAMES FINANCIAL INC	83.78K	Jun 30, 26	+8.34K	0.79%
Laurel Wealth Planning LLC	72.38K	Jun 30, 26	+2.66K	0.68%
UBS Group AG	71.77K	Jun 30, 26	+831	0.67%
Cetera Investment Advisers	64.69K	Jun 30, 26	+402	0.61%
JANE STREET GROUP, LLC	52.01K	Jun 30, 26	+39.88K	0.49%
Gateway Wealth Partners, LLC	51.72K	Jun 30, 26	+51.72K	0.49%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	48.58K	Jun 30, 26	+1.74K	0.46%
Plum Street Advisors, LLC	47.43K	Jun 30, 26	+499	0.44%
COMMONWEALTH EQUITY SERVICES, LLC	39.50K	Jun 30, 26	+121	0.37%
Pathstone Holdings, LLC	36.19K	Jun 30, 26	--	0.34%
Johnson Financial Group, LLC	32.94K	Jun 30, 26	+3.63K	0.31%
Wealthfront Advisers LLC	32.19K	Jun 30, 26	+967	0.30%
ADVISOR GROUP HOLDINGS, INC.	27.10K	Jun 30, 26	+8.43K	0.25%
Brio Consultants, LLC	27.08K	Jun 30, 26	+657	0.25%
Invera Wealth Advisors, LLC	25.83K	Jun 30, 26	+550	0.24%
JONES FINANCIAL COMPANIES LLLP	25.76K	Jun 30, 26	+10.76K	0.24%
Equita Financial Network, Inc.	25.64K	Jun 30, 26	+2.39K	0.24%
Envestnet Portfolio Solutions, Inc.	24.58K	Jun 30, 26	+1.70K	0.23%
Modern Wealth Management, LLC	23.84K	Jun 30, 26	+2.06K	0.22%
NewEdge Advisors, LLC	22.30K	Jun 30, 26	+7.46K	0.21%
Northwest & Ethical Investments L.P.	21.66K	Jun 30, 26	--	0.20%
Private Wealth Management Group, LLC	21.25K	Jun 30, 26	-5.95K	0.20%
ZEVIN ASSET MANAGEMENT LLC	20.55K	Jun 30, 26	-56	0.19%
HighTower Advisors, LLC	19.57K	Jun 30, 26	+827	0.18%
Midwest Financial Partners Investments, Inc.	18.92K	Jun 30, 26	-82	0.18%
Bank Julius Baer & Co. Ltd, Zurich	18.70K	Jun 30, 26	--	0.18%
Omega Financial Group, LLC	18.66K	Jun 30, 26	-131	0.18%
Walkner Condon Financial Advisors LLC	18.28K	Jun 30, 26	+334	0.17%
Falcon Wealth Planning	17.89K	Jun 30, 26	-2.32K	0.17%
Livet Wealth, LLC	17.62K	Jun 30, 26	+987	0.17%
Shotwell Rutter Baer Inc	17.36K	Jun 30, 26	+816	0.16%
Atomi Financial Group, Inc.	17.17K	Jun 30, 26	+209	0.16%
FRANKLIN RESOURCES INC	17.04K	Jun 30, 26	+182	0.16%
PRINCIPAL SECURITIES, INC.	16.53K	Jun 30, 26	+1.62K	0.16%
Dynamic Advisor Solutions LLC	16.44K	Jun 30, 26	-400	0.15%
Tanager Wealth Management LLP	15.09K	Jun 30, 26	+237	0.14%
THRIVENT FINANCIAL FOR LUTHERANS	14.54K	Jun 30, 26	+14.54K	0.14%
AMERIPRISE FINANCIAL INC	14.36K	Jun 30, 26	-1.32K	0.13%
Cardinal Point Capital Management, ULC	13.84K	Jun 30, 26	+3	0.13%
Sound View Wealth Advisors Group, LLC	12.36K	Jun 30, 26	-406	0.12%
CITIGROUP INC	12.18K	Jun 30, 26	+333	0.11%
XY Planning Network, Inc.	11.84K	Jun 30, 26	-1.23K	0.11%
Ameritas Investment Partners, Inc.	11.58K	Jun 30, 26	+860	0.11%
Vontobel Holding Ltd.	10.90K	Jun 30, 26	-887	0.10%
Aprio Wealth Management, LLC	9.66K	Jun 30, 26	-2.63K	0.09%
Savant Capital, LLC	9.12K	Jun 30, 26	-4.64K	0.09%
KESTRA PRIVATE WEALTH SERVICES, LLC	9.00K	Jun 30, 26	+54	0.08%
Values Added Financial LLC	8.85K	Jun 30, 26	+3.52K	0.08%
CAPTRUST FINANCIAL ADVISORS	8.58K	Jun 30, 26	+8.58K	0.08%
MML INVESTORS SERVICES, LLC	8.50K	Jun 30, 26	+934	0.08%
KilterHowling LLC	7.50K	Jun 30, 26	-345	0.07%
STIFEL FINANCIAL CORP	7.40K	Jun 30, 26	+416	0.07%
Kestra Advisory Services, LLC	6.97K	Jun 30, 26	-2.93K	0.07%
MAI Capital Management	6.96K	Jun 30, 26	+14	0.07%
Torren Management, LLC	6.83K	Jun 30, 26	+165	0.06%
SRS Capital Advisors, Inc.	6.64K	Jun 30, 26	+6.64K	0.06%
AQR CAPITAL MANAGEMENT LLC	6.64K	Jun 30, 26	--	0.06%
DORVAL Corp	6.38K	Jun 30, 26	+1	0.06%
FIDUCIARY FINANCIAL ADVISORS	6.18K	Jun 30, 26	+6.18K	0.06%
LRI Investments, LLC	6.16K	Jun 30, 26	--	0.06%
CIBC Bancorp USA Inc.	6.15K	Jun 30, 26	--	0.06%
COREPATH WEALTH PARTNERS LLC	6.10K	Jun 30, 26	+6.10K	0.06%
GWN SECURITIES INC.	6.00K	Jun 30, 26	-871	0.06%
TD Waterhouse Canada Inc.	5.50K	Jun 30, 26	--	0.05%
ZENITH SOLUTIONS, INC.	5.49K	Jun 30, 26	+5.49K	0.05%
Storen Legacy Partners, LLC	5.42K	Jun 30, 26	+5.42K	0.05%
Morton Brown Family Wealth, LLC	5.20K	Jun 30, 26	+325	0.05%
Continuum Advisory, LLC	5.18K	Jun 30, 26	+697	0.05%
Sanctuary Advisors, LLC	4.93K	Jun 30, 26	+52	0.05%
Rossby Financial, LCC	4.88K	Jun 30, 26	+191	0.05%
Pinnacle Financial Partners, Inc.	4.81K	Jun 30, 26	--	0.05%
Rockefeller Capital Management L.P.	4.51K	Jun 30, 26	+233	0.04%
Perigon Wealth Management, LLC	4.22K	Jun 30, 26	--	0.04%
BANK OF MONTREAL /CAN/	3.33K	Jun 30, 26	--	0.03%
Sachetta, LLC	2.69K	Jun 30, 26	+100	0.03%
Westfuller Advisors, LLC	2.46K	Jun 30, 26	+16	0.02%
Integrated Wealth Concepts LLC	2.25K	Jun 30, 26	+2.25K	0.02%
Trust Co	1.55K	Jun 30, 26	+3	0.01%
Silver Grove Financial Group, Inc.	1.36K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	1.10K	Jun 30, 26	+1.10K	0.01%
CBIZ Investment Advisory Services, LLC	1.09K	Jun 30, 26	--	0.01%
RICHARDSON FINANCIAL SERVICES INC.	971	Jun 30, 26	+30	0.01%
Farther Finance Advisors, LLC	965	Jun 30, 26	-1.48K	0.01%
Smithfield Trust Co	920	Jun 30, 26	--	0.01%
Robinswood Financial LLC	797	Jun 30, 26	+150	0.01%
NATIONAL BANK OF CANADA /FI/	765	Jun 30, 26	+127	0.01%
Signature Resources Capital Management, LLC	658	Jun 30, 26	-473	0.01%
Lodestone Wealth Management LLC	652	Jun 30, 26	+7	0.01%
Federation des caisses Desjardins du Quebec	630	Jun 30, 26	-875	0.01%
BIRCHBROOK, INC.	527	Jun 30, 26	+27	0.00%
Archer Investment Corp	463	Jun 30, 26	--	0.00%
CUSTOM INDEX SYSTEMS, LLC	450	Jun 30, 26	+450	0.00%
JPMORGAN CHASE & CO	448	Jun 30, 26	+234	0.00%
Pacifica Partners Inc.	417	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	385	Jun 30, 26	--	0.00%
Financial Perspectives, Inc	371	Jun 30, 26	+4	0.00%
IFP Advisors, Inc	364	Jun 30, 26	+73	0.00%
Glassy Mountain Advisors, Inc.	304	Jun 30, 26	--	0.00%
Fort Vancouver Investment Management, LLC	261	Jun 30, 26	--	0.00%
MORGAN STANLEY	255	Jun 30, 26	-1	0.00%
Oakmont Advisory Group, LLC	247	Jun 30, 26	+247	0.00%
Triumph Capital Management	242	Jun 30, 26	--	0.00%
Brooklyn FI, LLC	120	Jun 30, 26	+120	0.00%
Allworth Financial LP	119	Jun 30, 26	-188	0.00%
CENTRAL TRUST Co	114	Jun 30, 26	+5	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	114	Jun 30, 26	--	0.00%
FMR LLC	100	Jun 30, 26	-4	0.00%
MJT & Associates Financial Advisory Group, Inc.	97	Jun 30, 26	-15	0.00%
1 NORTH WEALTH SERVICES LLC	85	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	84	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	63	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	56	Jun 30, 26	+54	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	51	Jun 30, 26	--	0.00%
Larson Financial Group LLC	46	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	42	Jun 30, 26	--	0.00%
Purpose Unlimited Inc.	35	Jun 30, 26	--	0.00%
RMG Wealth Management LLC	21	Jun 30, 26	+21	0.00%
Cassaday & Co Wealth Management LLC	10	Jun 30, 26	--	0.00%
Mascoma Wealth Management LLC	1	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	1	Jun 30, 26	-1.23K	0.00%
CITADEL ADVISORS LLC	--	Jun 30, 26	-12.79K	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-2.81K	--
Western Wealth Management, LLC	--	Jun 30, 26	-318	--
Scarborough Advisors, LLC	--	Jun 30, 26	-439	--
Mariner, LLC	--	Jun 30, 26	-12.10K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-97	--
EP Wealth Advisors, LLC	--	Jun 30, 26	-5.66K	--
Steward Partners Investment Advisory, LLC	--	Jun 30, 26	-1.50K	--
WealthShield Partners, LLC	--	Jun 30, 26	-2.25K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-7.92K	--
WFA of San Diego, LLC	--	Jun 30, 26	-1.34K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.83K	--
First Affirmative Financial Network	5.82K	Mar 31, 26	+5.82K	0.05%
CWM, LLC	950	Mar 31, 26	-338	0.01%
CIBC Private Wealth Group, LLC	6.15K	Dec 31, 25	+2.08K	0.06%
Blue Barn Wealth, LLC	--	Dec 31, 25	-16.63K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-103	--
FIRST NATIONAL CORP /MA/ /ADV	5.89K	Sep 30, 25	+284	0.06%
SYNOVUS FINANCIAL CORP	4.70K	Sep 30, 25	+4.70K	0.04%
Better Money Decisions, LLC	16.11K	Jun 30, 25	+362	0.15%
PrairieView Partners, LLC	14.91K	Jun 30, 25	+456	0.14%
Congress Wealth Management LLC / DE /	5.42K	Jun 30, 25	+972	0.05%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-19.51K	--
Kades & Cheifetz LLC	6.97K	Dec 31, 24	+6.97K	0.07%
Raymond James Financial Services Advisors, Inc.	32.30K	Sep 30, 24	+6.69K	0.30%
CONCENTRIC WEALTH MANAGEMENT, LLC	6.00K	Sep 30, 24	--	0.06%
BBJS FINANCIAL ADVISORS, LLC	1.10K	Sep 30, 24	--	0.01%
Cetera Advisor Networks LLC	85.30K	Mar 31, 24	+7.78K	0.80%
Bartlett & Co. LLC	115	Dec 31, 23	--	0.00%
PFS INVESTMENTS INC.	72.60K	Jun 30, 23	+3.45K	0.68%
Financial Architects, Inc	14.75K	Jun 30, 23	-992	0.14%
Cardinal Point Wealth Management Partners, LLC	13.36K	Mar 31, 23	-76	0.13%
Baldrige Asset Management LLC	110	Mar 31, 23	--	0.00%
Personal Capital Advisors Corp	906.10K	Dec 31, 22	+31.40K	8.50%
Sargent Bickham Lagudis LLC	5.08K	Dec 31, 22	+1	0.05%
FundX Investment Group, LLC	19.78K	Dec 31, 21	-67	0.19%
NEXT Financial Group, Inc	3.25K	Dec 31, 21	-5	0.03%
Carroll Financial Associates, Inc.	1.69K	Dec 31, 21	--	0.02%
REILLY FINANCIAL ADVISORS, LLC	460	Dec 31, 21	--	0.00%
Epstein & White Financial LLC	7.04K	Jun 30, 21	--	0.07%
OLD MISSION CAPITAL, LLC	7.63K	Dec 31, 20	+7.63K	0.07%
Watson Rebecca	5.40K	Sep 30, 20	+60	0.05%
SHINE INVESTMENT ADVISORY SERVICES INC	157	Sep 30, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	776	Dec 31, 19	+382	0.01%
Advisor Group, Inc.	275	Dec 31, 19	+275	0.00%

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Holder

Date

Change

% Held

Betterment LLC

1.51M

Jun 30, 26

+128.27K

14.16%

MERCER GLOBAL ADVISORS INC /ADV

1.29M

Jun 30, 26

+74.02K

12.08%

Empower Advisory Group, LLC

1.16M

Jun 30, 26

+57.41K

10.87%

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

531.91K

Jun 30, 26

+531.91K

4.99%

BANK OF AMERICA CORP /DE/

476.00K

Jun 30, 26

+57.09K

4.47%

ROYAL BANK OF CANADA

256.93K

Jun 30, 26

+90

2.41%

Francis Financial, Inc.

254.79K

Jun 30, 26

+6.39K

2.39%

LPL Financial LLC

221.99K

Jun 30, 26

+34.40K

2.08%

Impact Investors, Inc

201.84K

Jun 30, 26

+32.18K

1.89%

Creative Planning

201.10K

Jun 30, 26

+11.12K

1.89%

SEEDS INVESTOR LLC

140.68K

Jun 30, 26

+850

1.32%

ENVESTNET ASSET MANAGEMENT INC

119.43K

Jun 30, 26

+6.67K

1.12%

ASSETMARK, INC

100.39K

Jun 30, 26

+17.79K

0.94%

Bank of New York Mellon Corp

100.32K

Jun 30, 26

+216

0.94%

RAYMOND JAMES FINANCIAL INC

83.78K

Jun 30, 26

+8.34K

0.79%

Laurel Wealth Planning LLC

72.38K

Jun 30, 26

+2.66K

0.68%

UBS Group AG

71.77K

Jun 30, 26

+831

0.67%

Cetera Investment Advisers

64.69K

Jun 30, 26

+402

0.61%

JANE STREET GROUP, LLC

52.01K

Jun 30, 26

+39.88K

0.49%

Gateway Wealth Partners, LLC

51.72K

Jun 30, 26

+51.72K

0.49%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

48.58K

Jun 30, 26

+1.74K

0.46%

Plum Street Advisors, LLC

47.43K

Jun 30, 26

+499

0.44%

COMMONWEALTH EQUITY SERVICES, LLC

39.50K

Jun 30, 26

+121

0.37%

Pathstone Holdings, LLC

36.19K

Jun 30, 26

0.34%

Johnson Financial Group, LLC

32.94K

Jun 30, 26

+3.63K

0.31%

Wealthfront Advisers LLC

32.19K

Jun 30, 26

+967

0.30%

ADVISOR GROUP HOLDINGS, INC.

27.10K

Jun 30, 26

+8.43K

0.25%

Brio Consultants, LLC

27.08K

Jun 30, 26

+657

0.25%

Invera Wealth Advisors, LLC

25.83K

Jun 30, 26

+550

0.24%

JONES FINANCIAL COMPANIES LLLP

25.76K

Jun 30, 26

+10.76K

0.24%

Equita Financial Network, Inc.

25.64K

Jun 30, 26

+2.39K

0.24%

Envestnet Portfolio Solutions, Inc.

24.58K

Jun 30, 26

+1.70K

0.23%

Modern Wealth Management, LLC

23.84K

Jun 30, 26

+2.06K

0.22%

NewEdge Advisors, LLC

22.30K

Jun 30, 26

+7.46K

0.21%

Northwest & Ethical Investments L.P.

21.66K

Jun 30, 26

0.20%

Private Wealth Management Group, LLC

21.25K

Jun 30, 26

-5.95K

0.20%

ZEVIN ASSET MANAGEMENT LLC

20.55K

Jun 30, 26

-56

0.19%

HighTower Advisors, LLC

19.57K

Jun 30, 26

+827

0.18%

Midwest Financial Partners Investments, Inc.

18.92K

Jun 30, 26

-82

0.18%

Bank Julius Baer & Co. Ltd, Zurich

18.70K

Jun 30, 26

0.18%

Omega Financial Group, LLC

18.66K

Jun 30, 26

-131

0.18%

Walkner Condon Financial Advisors LLC

18.28K

Jun 30, 26

+334

0.17%

Falcon Wealth Planning

17.89K

Jun 30, 26

-2.32K

0.17%

Livet Wealth, LLC

17.62K

Jun 30, 26

+987

0.17%

Shotwell Rutter Baer Inc

17.36K

Jun 30, 26

+816

0.16%

Atomi Financial Group, Inc.

17.17K

Jun 30, 26

+209

0.16%

FRANKLIN RESOURCES INC

17.04K

Jun 30, 26

+182

0.16%

PRINCIPAL SECURITIES, INC.

16.53K

Jun 30, 26

+1.62K

0.16%

Dynamic Advisor Solutions LLC

16.44K

Jun 30, 26

-400

0.15%

Tanager Wealth Management LLP

15.09K

Jun 30, 26

+237

0.14%

THRIVENT FINANCIAL FOR LUTHERANS

14.54K

Jun 30, 26

+14.54K

0.14%

AMERIPRISE FINANCIAL INC

14.36K

Jun 30, 26

-1.32K

0.13%

Cardinal Point Capital Management, ULC

13.84K

Jun 30, 26

0.13%

Sound View Wealth Advisors Group, LLC

12.36K

Jun 30, 26

-406

0.12%

CITIGROUP INC

12.18K

Jun 30, 26

+333

0.11%

XY Planning Network, Inc.

11.84K

Jun 30, 26

-1.23K

0.11%

Ameritas Investment Partners, Inc.

11.58K

Jun 30, 26

+860

0.11%

Vontobel Holding Ltd.

10.90K

Jun 30, 26

-887

0.10%

Aprio Wealth Management, LLC

9.66K

Jun 30, 26

-2.63K

0.09%

Savant Capital, LLC

9.12K

Jun 30, 26

-4.64K

0.09%

KESTRA PRIVATE WEALTH SERVICES, LLC

9.00K

Jun 30, 26

+54

0.08%

Values Added Financial LLC

8.85K

Jun 30, 26

+3.52K

0.08%

CAPTRUST FINANCIAL ADVISORS

8.58K

Jun 30, 26

+8.58K

0.08%

MML INVESTORS SERVICES, LLC

8.50K

Jun 30, 26

+934

0.08%

KilterHowling LLC

7.50K

Jun 30, 26

-345

0.07%

STIFEL FINANCIAL CORP

7.40K

Jun 30, 26

+416

0.07%

Kestra Advisory Services, LLC

6.97K

Jun 30, 26

-2.93K

0.07%

MAI Capital Management

6.96K

Jun 30, 26

+14

0.07%

Torren Management, LLC

6.83K

Jun 30, 26

+165

0.06%

SRS Capital Advisors, Inc.

6.64K

Jun 30, 26

+6.64K

0.06%

AQR CAPITAL MANAGEMENT LLC

6.64K

Jun 30, 26

0.06%

DORVAL Corp

6.38K

Jun 30, 26

0.06%

FIDUCIARY FINANCIAL ADVISORS

6.18K

Jun 30, 26

+6.18K

0.06%

LRI Investments, LLC

6.16K

Jun 30, 26

0.06%

CIBC Bancorp USA Inc.

6.15K

Jun 30, 26

0.06%

COREPATH WEALTH PARTNERS LLC

6.10K

Jun 30, 26

+6.10K

0.06%

GWN SECURITIES INC.

6.00K

Jun 30, 26

-871

0.06%

TD Waterhouse Canada Inc.

5.50K

Jun 30, 26

0.05%

ZENITH SOLUTIONS, INC.

5.49K

Jun 30, 26

+5.49K

0.05%

Storen Legacy Partners, LLC

5.42K

Jun 30, 26

+5.42K

0.05%

Morton Brown Family Wealth, LLC

5.20K

Jun 30, 26

+325

0.05%

Continuum Advisory, LLC

5.18K

Jun 30, 26

+697

0.05%

Sanctuary Advisors, LLC

4.93K

Jun 30, 26

+52

0.05%

Rossby Financial, LCC

4.88K

Jun 30, 26

+191

0.05%

Pinnacle Financial Partners, Inc.

4.81K

Jun 30, 26

0.05%

Rockefeller Capital Management L.P.

4.51K

Jun 30, 26

+233

0.04%

Perigon Wealth Management, LLC

4.22K

Jun 30, 26

0.04%

BANK OF MONTREAL /CAN/

3.33K

Jun 30, 26

0.03%

Sachetta, LLC

2.69K

Jun 30, 26

+100

0.03%

Westfuller Advisors, LLC

2.46K

Jun 30, 26

+16

0.02%

Integrated Wealth Concepts LLC

2.25K

Jun 30, 26

+2.25K

0.02%

Trust Co

1.55K

Jun 30, 26

0.01%

Silver Grove Financial Group, Inc.

1.36K

Jun 30, 26

0.01%

IFG Advisory, LLC

1.10K

Jun 30, 26

+1.10K

0.01%

CBIZ Investment Advisory Services, LLC

1.09K

Jun 30, 26

0.01%

RICHARDSON FINANCIAL SERVICES INC.

971

Jun 30, 26

+30

0.01%

Farther Finance Advisors, LLC

965

Jun 30, 26

-1.48K

0.01%

Smithfield Trust Co

920

Jun 30, 26

0.01%

Robinswood Financial LLC

797

Jun 30, 26

+150

0.01%

NATIONAL BANK OF CANADA /FI/

765

Jun 30, 26

+127

0.01%

Signature Resources Capital Management, LLC

658

Jun 30, 26

-473

0.01%

Lodestone Wealth Management LLC

652

Jun 30, 26

0.01%

Federation des caisses Desjardins du Quebec

630

Jun 30, 26

-875

0.01%

BIRCHBROOK, INC.

527

Jun 30, 26

+27

0.00%

Archer Investment Corp

463

Jun 30, 26

0.00%

CUSTOM INDEX SYSTEMS, LLC

450

Jun 30, 26

+450

0.00%

JPMORGAN CHASE & CO

448

Jun 30, 26

+234

0.00%

Pacifica Partners Inc.

417

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

385

Jun 30, 26

0.00%

Financial Perspectives, Inc

371

Jun 30, 26

0.00%

IFP Advisors, Inc

364

Jun 30, 26

+73

0.00%

Glassy Mountain Advisors, Inc.

304

Jun 30, 26

0.00%

Fort Vancouver Investment Management, LLC

261

Jun 30, 26

0.00%

MORGAN STANLEY

255

Jun 30, 26

-1

0.00%

Oakmont Advisory Group, LLC

247

Jun 30, 26

+247

0.00%

Triumph Capital Management

242

Jun 30, 26

0.00%

Brooklyn FI, LLC

120

Jun 30, 26

+120

0.00%

Allworth Financial LP

119

Jun 30, 26

-188

0.00%

CENTRAL TRUST Co

114

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

114

Jun 30, 26

0.00%

FMR LLC

100

Jun 30, 26

-4

0.00%

MJT & Associates Financial Advisory Group, Inc.

Jun 30, 26

-15

0.00%

1 NORTH WEALTH SERVICES LLC

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

+54

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

Coston, McIsaac & Partners

Jun 30, 26

0.00%

Purpose Unlimited Inc.

Jun 30, 26

0.00%

RMG Wealth Management LLC

Jun 30, 26

+21

0.00%

Cassaday & Co Wealth Management LLC

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

-1.23K

0.00%

CITADEL ADVISORS LLC

Jun 30, 26

-12.79K

Clarity Asset Management, Inc.

Jun 30, 26

-2.81K

Western Wealth Management, LLC

Jun 30, 26

-318

Scarborough Advisors, LLC

Jun 30, 26

-439

Mariner, LLC

Jun 30, 26

-12.10K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-97

EP Wealth Advisors, LLC

Jun 30, 26

-5.66K

Steward Partners Investment Advisory, LLC

Jun 30, 26

-1.50K

WealthShield Partners, LLC

Jun 30, 26

-2.25K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-7.92K

WFA of San Diego, LLC

Jun 30, 26

-1.34K

Advisory Services Network, LLC

Jun 30, 26

-1.83K

First Affirmative Financial Network

5.82K

Mar 31, 26

+5.82K

0.05%

CWM, LLC

950

Mar 31, 26

-338

0.01%

CIBC Private Wealth Group, LLC

6.15K

Dec 31, 25

+2.08K

0.06%

Blue Barn Wealth, LLC

Dec 31, 25

-16.63K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-103

FIRST NATIONAL CORP /MA/ /ADV

5.89K

Sep 30, 25

+284

0.06%

SYNOVUS FINANCIAL CORP

4.70K

Sep 30, 25

+4.70K

0.04%

Better Money Decisions, LLC

16.11K

Jun 30, 25

+362

0.15%

PrairieView Partners, LLC

14.91K

Jun 30, 25

+456

0.14%

Congress Wealth Management LLC / DE /

5.42K

Jun 30, 25

+972

0.05%

Atria Wealth Solutions, Inc.

Jun 30, 25

-19.51K

Kades & Cheifetz LLC

6.97K

Dec 31, 24

+6.97K

0.07%

Raymond James Financial Services Advisors, Inc.

32.30K

Sep 30, 24

+6.69K

0.30%

CONCENTRIC WEALTH MANAGEMENT, LLC

6.00K

Sep 30, 24

0.06%

BBJS FINANCIAL ADVISORS, LLC

1.10K

Sep 30, 24

0.01%

Cetera Advisor Networks LLC

85.30K

Mar 31, 24

+7.78K

0.80%

Bartlett & Co. LLC

115

Dec 31, 23

0.00%

PFS INVESTMENTS INC.

72.60K

Jun 30, 23

+3.45K

0.68%

Financial Architects, Inc

14.75K

Jun 30, 23

-992

0.14%

Cardinal Point Wealth Management Partners, LLC

13.36K

Mar 31, 23

-76

0.13%

Baldrige Asset Management LLC

110

Mar 31, 23

0.00%

Personal Capital Advisors Corp

906.10K

Dec 31, 22

+31.40K

8.50%

Sargent Bickham Lagudis LLC

5.08K

Dec 31, 22

0.05%

FundX Investment Group, LLC

19.78K

Dec 31, 21

-67

0.19%

NEXT Financial Group, Inc

3.25K

Dec 31, 21

-5

0.03%

Carroll Financial Associates, Inc.

1.69K

Dec 31, 21

0.02%

REILLY FINANCIAL ADVISORS, LLC

460

Dec 31, 21

0.00%

Epstein & White Financial LLC

7.04K

Jun 30, 21

0.07%

OLD MISSION CAPITAL, LLC

7.63K

Dec 31, 20

+7.63K

0.07%

Watson Rebecca

5.40K

Sep 30, 20

+60

0.05%

SHINE INVESTMENT ADVISORY SERVICES INC

157

Sep 30, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

776

Dec 31, 19

+382

0.01%

Advisor Group, Inc.

275

Dec 31, 19

+275

0.00%