BlackRock-advised Funds > BlackRock Funds
BlackRock Exchange Portfolio
$213.68M
Avg Monthly Net Assets
$262.16M
Total Assets
$522K
Total Liabilities
$261.64M
Net Assets
BlackRock Exchange Portfolio is a Mutual Fund in BlackRock Funds
from BlackRock-advised Funds,
based in Delaware,
United States of America.
The fund has one share class
and monthly net assets of $213.68M.
On August 26th, 2024 it reported 28 holdings, the largest
being MICROSOFT CORP (34.6%), BERKSHIRE HATHAWAY INC (11.7%) and General Dynamics Corp (8.7%).
Data provided by Fincoded.
Share Classes
| Name | Class/Contract ID | Ticker | Monthly Returns (2 years) |
|---|---|---|---|
| BlackRock | C000004917 | STSEX |
Holdings
From latest NPORT-P, filed August 26th, 2024 for period ending June 28th, 2024.
Historic holdings data available from Fincoded.
| Name | Profile | Category | Country | Value $USD | # Shares | % of Fund |
|---|---|---|---|---|---|---|
| Alcon Inc | Long | Equity-common | CH | $1M | 14K | 0.47 |
| ALTRIA GROUP INC | Long | Equity-common | US | $4M | 77K | 1.34 |
| American Express Co | Long | Equity-common | US | $14M | 61K | 5.41 |
| ASTRAZENECA PLC-SPONS ADR | Long | Equity-common | GB | $10M | 128K | 3.82 |
| BERKSHIRE HATHAWAY INC-CL B | Long | Equity-common | US | $31M | 75K | 11.67 |
| BlackRock Cash Funds - Institutional | Long | Short-term investment vehicle | US | $201K | 201K | 0.08 |
| BLACKROCK LIQUIDITY FUNDS T-FUND PORTFOLIO | Long | Short-term investment vehicle | US | $413K | 413K | 0.16 |
| BP PLC | Long | Equity-common | GB | $1M | 32K | 0.44 |
| EXXON MOBIL CORP | Long | Equity-common | US | $6M | 55K | 2.40 |
| General Dynamics Corp | Long | Equity-common | US | $23M | 78K | 8.66 |
| JOHNSON & JOHNSON | Long | Equity-common | US | $8M | 55K | 3.10 |
| JPMORGAN CHASE & CO | Long | Equity-common | US | $18M | 91K | 7.01 |
| Keysight Technologies Inc | Long | Equity-common | US | $2M | 15K | 0.78 |
| Kraft Heinz Co/The | Long | Equity-common | US | $572K | 18K | 0.22 |
| MERCK & CO. INC. (MERCK & CO INC) | Long | Equity-common | US | $8M | 68K | 3.22 |
| MICROSOFT CORP | Long | Equity-common | US | $90M | 202K | 34.56 |
| Mondelez International Inc | Long | Equity-common | US | $3M | 40K | 1.01 |
| NOVARTIS AG-SPONSORED ADR | Long | Equity-common | CH | $7M | 69K | 2.79 |
| Organon & Co | Long | Equity-common | US | $141K | 7K | 0.05 |
| PFIZER INC | Long | Equity-common | US | $2M | 76K | 0.82 |
| PHILIP MORRIS INTERNATIONAL (PHILIP MORRIS INTERNATIONAL INC) | Long | Equity-common | US | $5M | 50K | 1.94 |
| PROCTER & GAMBLE CO/THE | Long | Equity-common | US | $7M | 40K | 2.50 |
| Sandoz Group AG | Long | Equity-common | CH | $497K | 14K | 0.19 |
| SCHLUMBERGER LTD | Long | Equity-common | US | $3M | 70K | 1.27 |
| Viatris Inc | Long | Equity-common | US | $150K | 14K | 0.06 |
| VISA INC-CLASS A SHARES | Long | Equity-common | US | $10M | 40K | 3.99 |
| Walmart Inc | Long | Equity-common | US | $6M | 82K | 2.13 |
| Westinghouse Air Brake Technologies Corp | Long | Equity-common | US | $60K | 380 | 0.02 |
Address
BlackRock Funds
100 Bellevue Parkway
Wilmington
Delaware
19809
United States of America
Websites
Directors
Cynthia A. Montgomery
Kenneth L. Urish
John M. Perlowski
Mark Stalnecker
Susan J. Carter
Donald C. Opatrny
Henry R. Keizer
Lena G. Goldberg
Claire A. Walton
Collette Chilton
Robert Fairbairn
Neil A. Cotty
Transfer Agents
BNY Mellon Investment Servicing (US) Inc.
Pricing Services
S&P Global Inc.
Bloomberg L.P.
ICE Data Services, Inc.
London Stock Exchange Group PLC
Custodians
State Street Bank and Trust Company
Shareholder Servicing Agents
Jack V. Butterfield Investment Company
Teckmeyer Financial Services, L.L.C.
The Windmill Group, Inc.
Worth Financial Group Inc.
&Partners
Key Investment Services LLC
ICMA-RC Services, LLC
XP Investments US, LLC
Wellington Shields & Co., LLC
The GMS Group, L.L.C.
USI Securities, Inc.
SEI Private Trust Company
H. C. Denison Co.
Innovation Partners, LLC
FMN Capital Corporation
David Lerner Associates, Inc.
B.B. Graham & Company, Inc.
Fifth Third Securities, Inc.
Perryman Securities, Inc.
Nationwide Planning Associates Inc.
San Blas Securities LLC
Halliday Financial, LLC
Fortune Financial Services, Inc.
Intervest International Equities Corporation
Ameritas Investment Company, LLC
Northwest Investment Advisors, Inc.
Raymond James & Associates, Inc.
Great American Investors, Inc.
Voya Institutional Plan Services, LLC
Crews and Associates, Inc.
United Advisor Group, LLC
T. Rowe Price Investment Services, Inc.
Omni Financial Securities, Inc.
J.P. Morgan Securities LLC
Stifel Independent Advisors, LLC
VALIC Retirement Services Company
SECU Brokerage Services, Inc.
Volition Financial Network, LLC
PlanMember Securities Corporation
NYLIFE Distributors LLC
Cannon Securities, Inc.
Cabot Lodge Securities LLC
Maxim Group LLC
PNC Bank, National Association (Pittsburgh, PA, US, Branch)
Integral Financial LLC
Akar Capital Management, Inc.
Vision Financial Markets LLC
Arkadios Capital, LLC
NBC Securities, Inc.
Access Financial Group, Inc.
AGES Financial Services, Ltd.
Thoroughbred Financial Services, LLC
Rockefeller Financial LLC
United Brokerage Services, Inc.
Nest Investments BD LLC
United States Life Insurance Company in the City of New York
GAINLINE FINANCIAL PARTNERS, LLC
L.O. Thomas & Co., Inc.
CBIZ Financial Solutions, Inc.
Lieblong & Associates, Inc.
Grove Point Investments, LLC
Pershing LLC
Alterna Securities, Inc.
Ascensus Broker Dealer Services, LLC
Stonebridge Wealth Management LLC
Bolton Global Capital, Inc.
Berthel Fisher & Company Financial Services, Inc.
White Mountain Capital, LLC
Rehmann Financial Network, LLC
Talcott Resolution Life Insurance Company
Muriel Siebert & Co., Inc.
First National Bank Alaska
Western Equity Group, Inc.
Steward Partners Investment Solutions, LLC
S.G. Long & Company
DMK Advisor Group, Inc.
USA Financial Securities Corporation
Digital Retirement Solutions, Inc.
Arete Wealth Management LLC
Ballew Investments, Inc.
UBATCO & Co.
American Century Investment Services, Inc.
MWA Financial Services, Inc.
MGO Securities Corp.
Fidelity Brokerage Services LLC
D.A. Davidson & Co.
FNBB Capital Markets, L.L.C.
First Kentucky Securities Corporation
Standard Insurance Company
Commerce Brokerage Services, Inc.
MMC Securities LLC
Titleist Asset Management, Ltd.
Excel Securities & Associates, Inc.
Teachers Insurance and Annuity Association of America
Park Avenue Securities LLC
Sabadell Securities USA, Inc.
Moloney Securities Co., Inc.
Advanced Advisor Group, LLC
Cary Street Partners LLC
Triad Advisors, LLC
TCFG Wealth Management, LLC
R. F. Lafferty & Co., Inc.
OFG Financial Services, Inc.
Midwestern Securities Trading Company, LLC
Principled Advisors, Inc.
Securities America, Inc.
SKA Securities, Inc.
Financial Northeastern Securities, Inc.
Global Brokerage Services Ltd
Allen C. Ewing & Co.
VALIC Financial Advisors, Inc.
VBC Securities, L.L.C.
World Equity Group, Incorporated
Barclays Capital Inc.
Multiple Financial Services, Inc.
FSC Securities Corporation
Keel Point Capital, LLC
Garden State Securities Inc.
Trustmont Financial Group, Inc.
Cetera Advisor Networks LLC
Investment Security Corporation
McLaughlin Ryder Investments, Inc.
Classic, LLC
Apex Clearing Corporation
KW Securities Corporation
FMSbonds, Inc.
Capital Management Securities, Inc.
Sunstreet Securities, LLC
Deutsche Bank Securities Inc.
Oneascent Financial Services, LLC
Hazlett, Burt & Watson, Inc.
SPIRE Securities, LLC
L.M. Kohn & Company
NewEdge Securities, Inc.
World Capital Brokerage, Inc.
The O. N. Equity Sales Company
TradeStation Securities, Inc.
TCAdvisors Network Inc
G. A. Repple & Company
Newport Group Securities, Inc.
LifeMark Securities Corp.
Harold W. Dance, Inc.
U.S. Bancorp Investments, Inc.
Prudential Investment Management Services LLC
BOK Financial Securities, Inc.
New England Pension Plan Systems, LLC
ADP Broker-Dealer, Inc.
Brokers International Financial Services, LLC
GW & Wade Asset Management Company, LLC
Colliers Securities LLC
Edward D. Jones & Co., L.P.
Securian Financial Services, Inc.
ViewTrade Securities, Inc.
CreativeOne Securities, LLC
Navaid Financial Services, Inc.
Ameriprise Financial Services, LLC
Gill Capital Partners, LLC
Founders Financial Securities, LLC
Brighton Securities Corp.
Landolt Securities, Inc.
Abacus Investments, Inc.
Rogan & Associates, Inc.
Johnstone Brokerage Services LLC
GWN Securities, Inc.
Mesirow Financial, Inc.
LPL Enterprise, Inc.
Leigh Baldwin & Co., L.L.C.
Omega Securities, Inc.
American Financial Associates, Inc.
Griffinest Asia Securities, LLC
ACP Securities, LLC
LPL Financial LLC
Voya Investments Distributor, LLC
Abacus International Capital Corp.
SagePoint Financial, Inc.
Empower Plan Services, LLC
RNR Securities, L.L.C.
Cambridge Investment Research, Inc.
First Horizon Advisors, Inc.
Hand Securities, Inc.
Coinbase Capital Markets Corporation
The Strategic Financial Alliance, Inc.
ACA Prudent Investors Planning Corp.
First Heartland Capital, Inc.
Investors Brokerage of Texas, Ltd.
Broadridge Business Process Outsourcing, LLC
JPMorgan Chase Bank, National Association
Caldwell Securities Ltd.
Oak Tree Securities, Inc.
Janney Montgomery Scott LLC
Genworth Life Insurance Company of New York
Dorn & Co., Inc.
Oberweis Securities, Inc.
Chauner Securities, Inc.
Calamar Financial Group, LLC
First Honolulu Securities, Inc.
Strategic Wealth Capital, LLC
Sorsby Financial Corp.
DWS Distributors, Inc.
J.W. Cole Financial, Inc.
Mutual of Omaha Investor Services, Inc.
Nelson Ivest Brokerage Services, Inc.
Intercarolina Financial Services, Inc.
T.S. Phillips Investments, Inc.
American United Life Insurance Company
Mutual Securities, Inc.
LaSalle St. Securities, L.L.C.
Dempsey Lord Smith, LLC
Hazard & Siegel, Inc.
CUNA Brokerage Services, Inc.
Arlington Securities, Inc.
Osaic Wealth, Inc.
Andbanc Brokerage LLC
Nations Financial Group, Inc.
Chelsea Morgan Securities, Inc.
Benefit Plans Administrative Services, Inc.
American Trust Investment Services, Inc.
First Republic Securities Company, LLC
T.R. Winston & Company, LLC
Impact U. Investments, LLC
Dinosaur Financial Group, LLC
Bolton Securities Corporation
The Investment Center, Inc.
L.S.Y. Incorporated
First Asset Financial Inc.
Capital Investment Group, Inc.
Cresap, Inc.
Arthur W. Wood Company
Investment Placement Group
Chapin Davis Inc.
Bradesco Investments Inc.
KCD Financial, Inc.
Amuni Financial, Inc
First Bankers' Banc Securities, Inc.
CUSO Financial Services, L.P.
Mcnally Financial Services Corporation
General Securities Corp.
Madison Avenue Securities, LLC
Jessup Wealth Management Inc.
State Street Bank and Trust Company
Buckman, Buckman & Reid, Inc.
VectorGlobal WMG Inc.
Kovack Securities Inc.
Cardinal Investments, Inc.
Benchmark Investments, LLC
UnionBanc Investment Services LLC
William Blair & Company, L.L.C.
Saturna Brokerage Services, Inc.
First Command Brokerage Services, Inc.
Carter, Terry & Company, Inc.
Carl M. Hennig, Inc.
J. Alden Associates, Inc.
JHW Financial Services, Inc.
Altruist Financial LLC
Oriental Financial Services LLC
Ausdal Financial Partners, Inc.
InSight Securities, Inc.
American Portfolios Financial Services, Inc.
Crescent Securities Group, Inc.
Northwestern Mutual Investment Services, LLC
Consolidated Financial Investments, Inc.
Wells Fargo Clearing Services, LLC
The Leaders Group, Inc.
Harbour Investments, Inc
Cedar Brook Financial Partners, LLC
Cadaret, Grant & Co., Inc.
GLP Investment Services, LLC
Hilltop Securities Inc.
Globalink Securities, Inc
Lesko Securities, Inc.
Associated Investment Services, Inc.
PNC Capital Markets LLC
Huntleigh Securities Corporation
TD Ameritrade Trust Company
Navigator Securities Limited
Kestra Investment Services, LLC
Sage Rutty and Company, Inc.
Saxony Securities, Inc.
Hancock Whitney Investment Services, Inc.
Liberty Partners Financial Services, LLC
Wright Investors' Service Distributors, Inc.
Principal Securities, Inc.
Principal Life Insurance Company
TrustFirst, Inc.
Axiom Capital Management, Inc.
TD Private Client Wealth LLC
Register Financial Associates, Inc.
American National Trust And Investment Management Company
Hudson Heritage Capital Management Inc.
Smith, Brown & Groover, Inc.
Herold & Lantern Investments, Inc.
CNR Securities LLC
The Vanguard Group, Inc.
Itau International Securities Inc.
Flagstar Advisors, Inc.
Securities Research, Inc.
Vanguard Marketing Corporation
PTI Securities & Futures, L.P.
AE Financial Services, LLC
Hanson McClain Retirement Network, LLC
Allegiance Capital, LLC
Snowden Account Services LLC
Colorado Financial Service Corporation
ING Financial Markets LLC
Fiduciary Trust Company International
B. Riley Wealth Management Holdings, Inc.
Essex Securities LLC
American Equity Investment Corporation
E*TRADE Securities LLC
Bestvest Investments, Ltd.
Somerset Securities, Inc.
Voya Financial Partners, LLC
M.S. Howells & Co.
Citizens Bank
Lockton Investment Securities, LLC
UBS AG (New York, NY, US, Branch)
Capital Institutional Services, Inc.
Bankoh Investment Services, Inc.
Joseph Gunnar & Co., L.L.C.
Fifth Third Bank, National Association
American Global Wealth Management, Inc.
Ascensus Financial Services, LLC
TRG Advisors, Inc.
Glen Eagle Wealth LLC
Watermark Securities, Inc.
Vorpahl Wing Securities, Inc.
Mercer HR Services, LLC
SunTrust Bank
Money Concepts Capital Corp
Morris Group Inc
Avantax Wealth Management, Inc.
Tocqueville Securities L.P.
Nestlerode & Loy, Inc
Alight Solutions LLC
Navy Federal Investment Services, LLC
RBC Capital Markets, LLC
IDB Capital Corp.
North South Capital LLC
TIAA-CREF Individual & Institutional Services, LLC
Hancock Whitney Corporation
Raymond James Financial, Inc.
Capital Investment Brokerage, Inc.
Landaas & Company, LLC
Mutual Trust Company of America Securities
TimeCapital Securities Corporation
Signature Estate Securities, Inc.
USAA Investment Services Company
BNY Mellon Securities Corporation
Arvest Investments, Inc.
L. B. Fisher & Company
Avondale Partners, LLC
Schlitt Investor Services, Inc.
Buckram Securities Ltd.
Sunbelt Securities, Inc.
Conover Securities Corporation
The Huntington Investment Company
Neuberger Berman BD LLC
Horan Securities, Inc.
1st Discount Brokerage, Inc.
Morgan Stanley Smith Barney LLC
Brooklight Place Securities, Inc.
First Western Securities, Inc.
Gregory J. Schwartz & Co., Inc.
WBB Securities, LLC
The Oak Ridge Financial Services Group, Inc.
Northland Securities, Inc.
Synovus Securities, Inc.
Corinthian Partners, L.L.C.
Voya Financial Advisors, Inc.
Aventura Securities, LLC
Loria Financial Group, LLC
The Logan Group Securities
Holistic Brokerage, LLC
Shareholders Service Group, Inc.
Leo Brokerage, LLC
Voya Retirement Insurance and Annuity Company
Thurston, Springer, Miller, Herd & Titak, Inc.
Veritas Independent Partners, LLC
Vanderbilt Securities, Inc.
Cetera Advisors LLC
Bancolombia Capital LLC
Pruco Securities, LLC
Piper Sandler & Co.
TradeUP Securities Inc
Harbor Investment Advisory, LLC
Intercam Securities, Inc.
Investshares, Inc
Sigma Financial Corporation
Capitol Securities Management, Inc.
Lebenthal Financial Services, Inc.
Coldstream Securities, Inc.
Carty & Company, Inc.
Truist Investment Services, Inc.
Crown Capital Securities, L.P.
Horace Mann Life Insurance Company
Amegy Investments, Inc.
Valley Financial Management, Inc
Eagles Coast Capital, LLC
M. E. Allison & Co., Inc.
Woodbury Financial Services, Inc.
Feltl and Company, Inc.
Ace Diversified Capital, Inc.
Folio Investments, Inc.
Commonwealth Equity Services, Inc.
Laidlaw & Company (UK) Ltd.
Portfolio Resources Group, Inc.
Finance 500, Inc.
MML Distributors, LLC
SWBC Investment Services, LLC
Sorrento Pacific Financial, LLC
Empire Asset Management Company, LLC
Bankers Life Securities, Inc.
D.M. Kelly & Company
Alexander Capital, L.P.
Lion Street Financial, LLC
Packerland Brokerage Services, Inc.
Investment Network, Inc
UBS Financial Services Inc.
Reliance Trust Company
Fidelity Investments Institutional Operations Company LLC
Nationwide Securities, LLC
Lincoln Financial Advisors Corporation
SFA Financial, LLC
Avisen Wealth Management, Inc.
Interactive Brokers LLC
TD Ameritrade Clearing, Inc.
Access Investments, Inc.
Sentinel Securities, Inc.
Allegheny Investments, Ltd.
BBVA Securities Inc.
B. C. Ziegler and Company
Nicol Investors Corporation
Independent Brokerage Solutions LLC
Portsmouth Financial Services
GRF Capital Investors, Inc.
Etico Partners, LLC
Hunter Associates, Inc.
Hennion & Walsh, Inc.
Superior Financial Services, Inc.
Equitable Advisors, LLC
Security Distributors, LLC
National Financial Services LLC
Kingswood Capital Partners LLC
Rodgers Brothers, Inc.
Santander Securities LLC
First Southern LLC
Profinancial, Inc.
BTS Securities Corporation
Concourse Financial Group Securities, Inc.
Invicta Capital LLC
Stonecrest Capital Markets, Inc.
Corecap Investments, LLC
Quincy Cass Associates
E*TRADE Savings Bank
Stifel, Nicolaus & Company, Incorporated
Regions Bank
Genworth Life and Annuity Insurance Company
The Guardian Insurance & Annuity Company, Inc.
WesBanco Securities, Inc.
Saturna Trust Company
Gladowsky Capital Management, Corp.
Beaconsfield Financial Services, Inc.
TD Ameritrade, Inc.
Exeter Trust Company
R.M. Stark & Co., Inc.
American Heritage Securities, Inc.
Union Capital Company
TFS Securities, Inc.
City National Bank
Boreal Capital Securities, LLC
Oscar Gruss & Son Incorporated
Cutter and Company Brokerage, Inc.
Jacques Financial, LLC
Integrity Investments, Inc.
Sovereign Legacy Securities, Inc.
Sanctuary Securities, Inc.
Dominion Investor Services, Inc.
Variable Investment Advisors, Inc.
First Financial Securities of America, Inc.
Middlegate Securities Inc.
American Trust Company
Wells Fargo Securities, LLC
SG Americas Securities, LLC
XML Securities, LLC
Charles Schwab & Co., Inc.
Transamerica Advisors Life Insurance Company
Anovest Financial Services, Inc.
IFP Securities, LLC
Fairport Capital, Inc.
MMA Securities LLC
D.H. Hill Securities, LLLP
Pacific Financial Associates, Inc.
Callaway Financial Services, Inc.
Pershing Advisor Solutions LLC
Larson Financial Securities, LLC
Great Point Capital LLC
Rhodes Securities, Inc.
Jefferies LLC
Coker & Palmer, Inc.
Coordinated Capital Securities, Inc.
Equity Services, Inc.
Cetera Financial Specialists LLC
St. Bernard Financial Services, Inc.
BCG Securities, Inc
R. Seelaus & Co. Inc
Samuel A. Ramirez & Company, Inc.
Westco Investment Corp.
N.E. Private Client Advisors, Ltd.
Ceros Financial Services Inc.
M Holdings Securities, Inc.
CFD Investments, Inc.
Woodmen Financial Services, Inc.
Safra Securities LLC
Aufhauser Securities, Inc.
Roberts and Ryan Investments Incorporated
Herbert J Sims & Co. Inc.
Private Client Services, LLC
Girard Investment Services, LLC
SouthState DuncanWilliams Securities Corp.
Allianz Life Financial Services, LLC
K. W. Chambers & Co.
BancWest Investment Services, Inc.
Moors & Cabot, Inc.
International Research Securities, Inc.
Labrunerie Financial Services, Inc.
CIBC World Markets Corp.
CapFinancial Securities, LLC
Institutional Securities Corporation
NEXT Financial Group, Inc.
Darwood Associates, Incorporated
CC Capital Advisors, Inc.
Morgan Stanley & Co. LLC
American Independent Securities Group, LLC
Sisung Securities Corporation
Regal Securities, Inc.
BTG Pactual US Capital, LLC
Purshe Kaplan Sterling Investments, Inc.
Alight Financial Solutions, LLC
Integrated Financial Planning Services
J.P. Morgan Institutional Investments Inc.
First Manhattan Co.
Capital City Securities, LLC
Sycamore Financial Group Inc.
Gradient Securities, LLC
John Hancock Trust Company LLC
E.E. Powell & Company, Inc.
Securities Equity Group
Charles Schwab Bank, SSB (San Francisco, CA, US, Branch)
Signal Securities, Inc.
Athena Wealth Management
Folger Nolan Fleming Douglas Incorporated
Wall Street Access Corporation
Aon Securities LLC
T. Rowe Price Retirement Plan Services, Inc.
Comerica Securities, Inc.
State Farm VP Management Corp.
Capital Portfolio Management, Inc.
Diversified Resources, LLC
MML Investors Services, LLC
Grant Williams L.P.
Inverness Securities, LLC
Sammons institutional Group, Inc.
Coastal Equities, Inc.
Centaurus Financial, Inc.
Planned Financial Programs, Inc.
Maplewood Investments, Inc.
J. D. Seibert & Co., Inc.
Farmers Financial Solutions, LLC
Feldstein Financial Group, L.L.C.
Axxcess Wealth Management, LLC
The Prudential Insurance Company of America
CFS Securities, Inc.
Healthcare Community Securities Corp.
AqGen Ascensus, Inc.
Cape Securities, Inc.
Bley Investment Group, Inc.
Lombard Securities, Incorporated
Empower Financial Services, Inc.
UMB Financial Services, Inc.
Valley National Investments, Inc.
Trade-PMR Group, Inc.
Parkland Securities, LLC
The Tavenner Company
FSB Premier Wealth Management, Inc.
Northern Trust Securities, Inc.
Ashton Thomas Private Wealth LLC
Symphonic Securities LLC
BNA Wealth, Inc.
APW Capital, Inc.
American Wealth Management, Inc.
Citizens Securities, Inc.
Midland Securities, Ltd.
Calton & Associates, Inc.
Conduent HR Services, LLC
HSBC Securities (USA) Inc.
Citigroup Global Markets Inc.
Concorde Investment Services, LLC
Ladenburg Thalmann & Co. Inc.
John Hancock Life Insurance Company of New York
Infinity Securities, Inc.
Allstate Financial Services, LLC
Great Pacific Securities
Professional Trading Services Brokerage, LLC
Nationwide Financial Services, Inc.
Mutual Funds Associates, Inc.
Capital Synergy Partners, Inc.
Stephens Inc.
Insigneo Securities, LLC
James I. Black & Company
Uhlmann Price Securities, LLC
Northern Capital Securities Corporation
Polar Investment Counsel, Inc.
Zions Direct, Inc.
OneAmerica Securities, Inc.
John Hancock Life Insurance Company
Silver Oak Securities, Incorporated
Sammons Financial Network, LLC
World Choice Securities, Inc.
Goldman Sachs & Co. LLC
Camden Financial Services
American Capital Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
SCF Securities, Inc.
Davinci Capital Management, Inc.
Hornor, Townsend & Kent, LLC
Herndon Plant Oakley Ltd.
American Enterprise Investment Services Inc.
Monere Investments, Inc.
USCA Securities LLC
Mid Atlantic Clearing & Settlement Corporation
SCHMIDT WEALTH MANAGEMENT
Searle & Co., Inc.
Fidelity Investments Life Insurance Company
Verity Investments, Inc.
Devenir, LLC
Benefit Trust Company
Syndicated Capital, Inc.
Centennial Securities Company, Inc.
Michigan Securities Inc.
United Planners Financial Services of America A Limited Partnership
DFPG Investments, LLC
Investments For You, Inc.
SA Stone Wealth Management Inc.
Hartford Funds Management Company, LLC
Pyramid Funds Corporation
Center Street Securities, Inc.
Lincoln-Douglas Investments, LLC
COUNTRY Capital Management Company
Geneos Wealth Management, Inc.
Heim, Young & Associates, Inc.
Maine Securities Corporation
Liberty Capital Investment Corp.
Benjamin F. Edwards & Company, Inc.
Oakwood Capital Securities, Inc.
Investment Planners, Inc.
Parkmount Financial Partners LLC
Prospera Financial Services, Inc.
Lincoln Investment Planning, LLC
Henley & Company LLC
Invex, LLC
Dominari Securities LLC
Mack Investment Securities, Inc.
CGIS Securities LLC
Western Growers Financial Services
Independence Capital Co., Inc.
ARIVE Capital Markets LLC
Sanders Morris LLC
Thompson Davis & Co., Inc.
MSEC, LLC
Davenport & Company LLC
Gold Coast Securities, Inc.
Sunset Financial Services, Inc.
Smith, Moore & Co.
Amerant Investments, Inc.
AssetMark Trust Company
International Money Management Group, Inc.
Southeast Investments, N.C. Inc.
A.G.P. / Alliance Global Partners Corp
BNP Paribas Securities Corp.
PNC Investments LLC
Cetera Investment Services LLC
Ni Advisors
Blakeslee & Blakeslee, Inc.
Westminster Financial Securities, Inc.
Pinnacle Investments, LLC
Lincoln Financial Distributors, Inc.
Alliant Securities, Inc. Turner, Nord, Kienbaum
Independent Financial Group, LLC
N.I.S. Financial Services, Inc.
First Citizens Investor Services, Inc.
HighTower Securities, LLC
NYLIFE Securities LLC
Family Investors Company
Lincoln Financial Securities Corporation
Paradigm Equities, Inc.
EF Legacy Securities, LLC
Hantz Financial Services, Inc.
Buell Securities Corp.
The Jeffrey Matthews Financial Group, L.L.C.
International Assets Advisory, LLC
S.L. Reed & Company
Securevest Financial Group Inc.
Massachusetts Mutual Life Insurance Company
McDonald Partners LLC
Latin Securities, Inc
M&T Securities, Inc.
Valmark Securities, Inc.
Western International Securities, Inc.
Peak Brokerage Services, LLC
Rothschild Investment Corporation
Tradition Securities and Derivatives LLC
Monex Securities, Inc.
Westport Resources Investment Services, Inc.
Pensionmark Securities, LLC
McClurg Capital Corporation
Fintrust Brokerage Services, LLC
Transamerica Financial Advisors, Inc.
Horace Mann Investors, Inc.
Regulus Financial Group, LLC
Emerson Equity LLC
Place Trade Financial, Inc.
Osaic Institutions, Inc.
Federated Securities, Inc.
Wintrust Investments, LLC
Admins
BlackRock Fund Advisors
State Street Bank and Trust Company
Brokers
N/A