Ticker: BINC CUSIP: 092528603 Class: ISHARES FLEXIBLE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Strong Tower Advisory Services | 500,156 | $26,393 |
| 1 NORTH WEALTH SERVICES LLC | 234,598 | $12,380 |
| J HAGAN CAPITAL, INC. | 144,166 | $7,608 |
| Triad Investment Management | 29,193 | $1,541 |
| Lunt Capital Management, Inc. | 65,240 | $3,443 |
| HUB Investment Partners, LLC | 824,295 | $43,498 |
| Sterling Investment Advisors, Ltd. | 92,800 | $4,897 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 87,260 | $4,605 |
| Strategic Financial Concepts, LLC | 26,269 | $1,386 |
| Archer Investment Management, LLC | 27,091 | $1,430 |
| Worth Financial Advisory Group, LLC | 20,289 | $1,071 |
| Claris Financial LLC | 11,385 | $601 |
| TITLEIST ASSET MANAGEMENT, LLC | 66,094 | $3,488 |
| GatePass Capital, LLC | 11,158 | $589 |
| ETF Store, Inc. | 5,337 | $282 |
| Saxony Capital Management, LLC | 7,396 | $390 |
| XY Planning Network, Inc. | 18,804 | $992 |
| UPTICK PARTNERS, LLC | 16,759 | $884 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 66,521 | $3,524 |
| First Financial Group Corp | 4,385 | $231 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Clearwater Capital Advisors, LLC | 6,113 | 1,099,096 | +1,092,983 (+17879.6%) |
| Cape Investment Advisory, Inc. | 3,554 | 196,072 | +192,518 (+5416.9%) |
| Johnson Bixby & Associates, LLC | 5,781 | 505,962 | +500,181 (+8652.2%) |
| Marest Capital, LLC | 185,282 | 313,116 | +127,834 (+69.0%) |
| Lanham O'Dell & Company, Inc. | 1,072,994 | 1,337,104 | +264,110 (+24.6%) |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 464,996 | 666,551 | +201,555 (+43.3%) |
| Grantvest Financial Group LLC | 507,635 | 590,666 | +83,031 (+16.4%) |
| SIGNAL TREE FINANCIAL PARTNERS LLC | 166,270 | 205,516 | +39,246 (+23.6%) |
| New Capital Management LP | 84,538 | 203,231 | +118,693 (+140.4%) |
| Dynasty Wealth Management, LLC | 6,375,936 | 8,992,718 | +2,616,782 (+41.0%) |
| STAR Financial Bank | 144,204 | 192,195 | +47,991 (+33.3%) |
| Wharton Business Group, LLC | 1,821,020 | 2,319,295 | +498,275 (+27.4%) |
| Summit Wealth Partners, LLC | 237,588 | 313,984 | +76,396 (+32.2%) |
| Bay Rivers Group | 108,435 | 143,897 | +35,462 (+32.7%) |
| Pacific Sage Partners, LLC | 977,929 | 1,067,251 | +89,322 (+9.1%) |
| Madison Wealth Partners, Inc | 735,446 | 811,527 | +76,081 (+10.3%) |
| Joseph P. Lucia & Associates, LLC | 66,669 | 120,897 | +54,228 (+81.3%) |
| ORBA Wealth Advisors, L.L.C. | 11,463 | 39,645 | +28,182 (+245.9%) |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 308,921 | 345,107 | +36,186 (+11.7%) |
| Apex Wealth Management, LLC | 106,817 | 111,127 | +4,310 (+4.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Centerline Wealth Advisors, LLC | 436,148 | 292,712 | -143,436 (-32.9%) |
| LHM, INC. | 436,508 | 228,434 | -208,074 (-47.7%) |
| Wells Financial Advisors INC | 35,390 | 13,579 | -21,811 (-61.6%) |
| TABLEAUX LLC | 115,028 | 65,245 | -49,783 (-43.3%) |
| Able Wealth Management LLC | 78,949 | 10,330 | -68,619 (-86.9%) |
| Northwest Capital Management Inc | 30,407 | 8,601 | -21,806 (-71.7%) |
| John W. Brooker & Co., CPAs | 27,010 | 24,252 | -2,758 (-10.2%) |
| Buttonwood Financial Group, LLC | 81,444 | 58,905 | -22,539 (-27.7%) |
| Braun-Bostich & Associates Inc. | 61,970 | 58,968 | -3,002 (-4.8%) |
| Lionsbridge Wealth Management LLC | 23,892 | 19,697 | -4,195 (-17.6%) |
| HFG Advisors, Inc. | 26,199 | 20,884 | -5,315 (-20.3%) |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 343,889 | 295,000 | -48,889 (-14.2%) |
| Spectrum Planning & Advisory Services Inc. | 65,748 | 64,505 | -1,243 (-1.9%) |
| ShoreHaven Wealth Partners, LLC | 88,471 | 86,813 | -1,658 (-1.9%) |
| ROBINSON SMITH WEALTH ADVISORS LLC | 10,670 | 5,774 | -4,896 (-45.9%) |
| SRS Capital Advisors, Inc. | 284,027 | 142,790 | -141,237 (-49.7%) |
| Integrated Wealth Concepts LLC | 1,197,987 | 1,100,720 | -97,267 (-8.1%) |
| Allen Capital Group, LLC | 62,268 | 48,173 | -14,095 (-22.6%) |
| Capital Analysts, LLC | 258,947 | 183,514 | -75,433 (-29.1%) |
| WBH ADVISORY INC | 79,066 | 67,421 | -11,645 (-14.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| KAVAR CAPITAL PARTNERS GROUP, LLC | 283,430 | $15,090 |
| LGT Financial Advisors LLC | 7,111 | $379 |
| READYSTATE ASSET MANAGEMENT LP | 187,500 | $9,983 |
| TRITONPOINT WEALTH, LLC | 62,455 | $3,325 |
| Mach-1 Financial Group, LLC | 17,590 | $936 |
| Consolidated Portfolio Review Corp | 19,386 | $1,033 |
| Chokshi & Queen Wealth Advisors, Inc | 4,274 | $228 |
| Sheridan Capital Management, LLC | 3,816 | $203 |
| Sonoma Allocations LLC | 5,275 | $281 |
| FLOW TRADERS U.S. LLC | 71,215 | $4 |
| Astoria Portfolio Advisors LLC. | 4,868 | $258 |
| Meridian Wealth Partners, LLC | 5,404 | $288 |
| OPPENHEIMER & CO INC | 27,855 | $1,483 |
| Hopwood Financial Services, Inc. | 900 | $48 |
| Hilltop Holdings Inc. | 7,710 | $410 |
| Park Square Financial Group, LLC | 152 | $8 |
| Private Wealth Partners, LLC | 4,500 | $240 |
| JANE STREET GROUP, LLC | 416,880 | $22,195 |
| PATTEN & PATTEN INC/TN | 4,075 | $217 |
| FIRST FOUNDATION ADVISORS | 4,790 | $255 |