We are live on ! Find out more
BRTR icon

BlackRock Total Return ETF
BRTR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Dynasty Wealth Management
Florida
$244M +$41.7M +831,088 +21%
JP Morgan Chase
2
JP Morgan Chase
New York
$176M +$33.5M +667,059 +24%
SWP
3
Sagespring Wealth Partners
Tennessee
$119M +$20.2M +402,762 +21%
OCA
4
OpenArc Corporate Advisory
Georgia
$87.3M +$14.5M +288,948 +20%
NA
5
NewEdge Advisors
Louisiana
$85.1M +$79.7M +1,586,564 +1,506%
Bank of America
6
Bank of America
North Carolina
$42.5M +$3.77M +75,089 +10%
WC
7
Weil Company
California
$32.9M +$1.05M +20,918 +3%
PFPG
8
Pinnacle Financial Partners (Georgia)
Georgia
$30M +$1.43M +28,475 +5%
AWA
9
Arkadios Wealth Advisors
Georgia
$20.9M +$6.93M +137,987 +50%
CIAS
10
CFS Investment Advisory Services
New Jersey
$16.3M +$1.68M +33,497 +11%
RWA
11
Redhawk Wealth Advisors
Minnesota
$13.8M +$13.7M +273,252 New
Osaic Holdings
12
Osaic Holdings
Arizona
$13.5M +$13M +258,906 +2,997%
CWA
13
Centerline Wealth Advisors
Kentucky
$13.5M +$4.81M +95,814 +56%
WIA
14
Wetzel Investment Advisors
Indiana
$12.7M +$1.44M +28,686 +13%
FFWA
15
Forthright Family Wealth Advisory
Texas
$12.5M +$12.4M +247,494 New
RBWA
16
RFG - Bristol Wealth Advisors
Massachusetts
$11.7M +$603K +12,009 +5%
Raymond James Financial
17
Raymond James Financial
Florida
$11.2M +$632K +12,596 +6%
UW
18
Unique Wealth
Florida
$9.78M +$1.68M +33,393 +21%
WA
19
Wealth Alliance
New York
$9.21M +$4.91M +97,811 +115%
SLP
20
Storen Legacy Partners
Indiana
$8.84M +$872K +17,358 +11%
MHC
21
May Hill Capital
Massachusetts
$7.69M +$893K +17,780 +13%
MML Investors Services
22
MML Investors Services
Massachusetts
$6.16M +$5.91M +117,627 +2,414%
SF
23
SWP Financial
California
$5.85M +$528K +10,513 +10%
RCS
24
R2 Capital Strategies
Nebraska
$5.65M +$5.64M +112,260 New
BFG
25
Beto Financial Group
Idaho
$5.39M +$1.83M +36,441 +51%
1
2 3