iShares MSCI Acwi ETFACWIETF
13F holders, Q1 2024 (March 31)657holders
3famous investors
$113.10avg. 13F price*
At the end of Q1 2024, 657 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings. The largest holders were Morgan Stanley ($983.9M), Jane Street Group, LLC ($973.0M) and MKP Capital Management, L.L.C. ($711.5M). 3 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Acwi ETF
- CUSIP
- 464288257
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $629.3M |
| Exits | 69 | $339.1M |
Ownership 657 holders
| Morgan Stanley | 0.08% | Reduce -14.1% | 8,933,958 | $983.9M |
| Jane Street Group, LLC | 1.26% | Add +804.0% | 8,834,809 | $973.0M |
| MKP Capital Management, L.L.C. | 80.35% | Add +51.1% | 6,460,920 | $711.5M |
| Johns Hopkins University | 22.05% | Add +96.5% | 5,137,055 | $565.7M |
| Bank of America Corp. | 0.04% | Add +14.8% | 3,879,915 | $427.3M |
| Credit Suisse AG/ | 0.29% | Add +193.7% | 25,320 | $300.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 9.54% | Reduce -19.6% | 2,696,237 | $296.9M |
| Bank of Nova Scotia | 0.60% | Add +82.8% | 2,669,844 | $294.0M |
| P/E Global LLC | 69.62% | New | 2,367,699 | $260.8M |
| BNP Paribas Financial Markets | 0.31% | Add +847.5% | 2,275,282 | $250.6M |
| Hudson Bay Capital Management LP | 2.21% | Add +100.0% | 2,000,000 | $220.3M |
| National Bank of Canada | 0.36% | Reduce -12.9% | 1,869,074 | $205.9M |
| Sageworth Trust Co | 12.56% | Reduce -3.6% | 1,768,110 | $194.7M |
| ICONIQ Capital, LLC | 3.20% | Add +1.6% | 1,666,778 | $183.6M |
| Cibc World Market Inc. | 0.42% | Add +1728.5% | 1,502,346 | $165.5M |
| Cibc World Markets Corp. | 1.08% | Reduce -57.1% | 1,500,000 | $165.2M |
| Hackensack Meridian Health, Inc. | 21.17% | New | 1,430,000 | $157.5M |
| Sarasin & Partners LLP | 1.50% | Add +0.2% | 1,382,440 | $152.2M |
| PNC Financial Services Group, Inc. | 0.10% | Add +0.3% | 1,274,534 | $140.4M |
| Allianz Asset Management GmbH | 0.24% | Reduce -1.1% | 1,267,340 | $139.6M |
| Wells Fargo & Company | 0.04% | Reduce -24.2% | 1,233,056 | $135.8M |
| Minot Capital, LP | 23.71% | Add +16.5% | 1,219,124 | $134.3M |
| Sequoia Financial Advisors, LLC | 1.62% | Add +3.6% | 1,183,019 | $130.3M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -4.7% | 1,101,597 | $121.3M |
| Toronto Dominion Bank | 0.18% | Reduce -80.2% | 1,050,000 | $115.6M |
| Prudential PLC | 0.94% | Reduce -11.9% | 1,035,969 | $114.1M |
| Evoke Wealth, LLC | 2.87% | New | 877,214 | $96.6M |
| Factory Mutual Insurance Co. | 1.10% | Reduce -23.7% | 867,000 | $95.5M |
| Dimension Capital Management LLC | 19.01% | Add +4.1% | 865,644 | $95.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -86.7% | 826,782 | $91.1M |
| Bogart Wealth, LLC | 3.92% | Add +0.6% | 691,221 | $76.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.1% | 647,147 | $71.3M |
| HSBC Holdings PLC | 0.05% | Add +15.7% | 642,517 | $70.8M |
| Qube Research & Technologies Ltd | 0.12% | Add +4.3% | 617,576 | $68.0M |
| Bank of New York Mellon Corp | 0.01% | Add +15.7% | 606,842 | $66.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.74% | Add +3.1% | 593,924 | $65.0M |
| UBS Group AG | 0.02% | Reduce -90.8% | 514,214 | $56.6M |
| Brown Advisory Inc. | 0.08% | Add +18.7% | 512,727 | $56.5M |
| Allianz SE | 1.76% | — | 508,877 | $56.0M |
| Corient Private Wealth LP | 0.10% | Add +0.2% | 504,461 | $55.6M |
| Royal Bank of Canada | 0.01% | Reduce -26.5% | 476,458 | $52.5M |
| FJ Investments, LLC | 4.39% | No change | 457,202 | $50.4M |
| Bank of Montreal | 0.02% | Reduce -28.0% | 456,806 | $50.3M |
| Bessemer Group Inc. | 0.09% | Reduce -46.1% | 431,435 | $47.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -20.9% | 421,823 | $46.5M |
| Alliancebernstein L.P. | 0.02% | Reduce -35.5% | 409,646 | $45.1M |
| HighTower Advisors, LLC | 0.07% | Add +2.2% | 404,344 | $44.5M |
| BlackRock Inc. | 0.00% | Reduce -57.2% | 391,906 | $43.2M |
| Clal Insurance Enterprises Holdings Ltd | 0.48% | New | 390,000 | $43.0M |
| Three Bridge Wealth Advisors, LLC | 16.89% | Reduce -5.8% | 389,255 | $42.9M |
| Blue Trust, Inc. | 0.59% | Add +6.3% | 382,888 | $42.2M |
| Bremer Bank National Association | 7.58% | Reduce -34.4% | 371,412 | $40.9M |
| Cambridge Associates LLC /Ma/ | 2.19% | Add +135.8% | 371,085 | $40.9M |
| Great Valley Advisor Group, Inc. | 1.23% | Add +1.3% | 368,094 | $40.5M |
| Mill Creek Capital Advisors, LLC | 1.08% | Reduce -3.4% | 362,834 | $40.0M |
| Assetmark, Inc. | 0.13% | Add +13.1% | 360,418 | $39.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.15% | Add +45.3% | 356,006 | $38.6M |
| Brandywine Managers, LLC | 38.02% | Add +16.6% | 349,815 | $38.5M |
| Jasper Ridge Partners, L.P. | 1.18% | Add +3.2% | 340,697 | $37.5M |
| EPIQ Capital Group, LLC | 14.72% | Add +2.1% | 335,609 | $37.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -35.6% | 324,662 | $35.8M |
| Cresset Asset Management, LLC | 0.17% | Add +18.0% | 314,071 | $34.6M |
| Partners Capital Investment Group, LLP | 0.97% | Add +11.6% | 294,914 | $32.5M |
| Verger Capital Management LLC | 14.79% | Reduce -1.9% | 262,925 | $29.0M |
| Cornerstone Partners Capital Management, LLC | 1.91% | Reduce -22.3% | 258,541 | $28.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -2.9% | 258,480 | $28.5M |
| US Bancorp \de | 0.04% | Reduce -4.0% | 254,944 | $28.1M |
| Oxford Financial Group, LTD. LLC | 1.83% | Reduce -7.3% | 239,493 | $26.4M |
| Capitolis Liquid Global Markets LLC | 0.42% | Reduce -82.0% | 235,000 | $25.9M |
| Ausdal Financial Partners, Inc. | 2.64% | Reduce -30.8% | 206,688 | $22.8M |
| Crestone Asset Management LLC | 4.55% | Add +18.3% | 205,614 | $22.6M |
| LPL Financial LLC | 0.01% | Add +19.4% | 201,325 | $22.2M |
| Waldron Private Wealth LLC | 0.99% | Add +0.0% | 198,792 | $21.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.9% | 193,714 | $21.3M |
| Truist Financial Corp. | 0.03% | Reduce -42.8% | 191,153 | $21.1M |
| Neuberger Berman Group LLC | 0.02% | Add +25.4% | 188,061 | $20.7M |
| Circle Wealth Management, LLC | 0.51% | Reduce -7.0% | 187,600 | $20.7M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -18.2% | 186,311 | $20.5M |
| Capital International Investors | 0.00% | Reduce -62.4% | 184,286 | $20.3M |
| Lido Advisors, LLC | 0.18% | Reduce -56.8% | 183,851 | $20.2M |
| Banco Santander, S.A. | 0.24% | Add +39.2% | 179,089 | $19.7M |
| Privium Fund Management (UK) Ltd | 9.14% | Add +369.8% | 168,640 | $18.4M |
| Ayalon Insurance Comp Ltd. | 6.06% | Reduce -35.8% | 165,430 | $18.2M |
| Bricktown Capital, LLC | 3.64% | Add +4.8% | 163,276 | $18.0M |
| Altrafin AG | 6.43% | No change | 161,000 | $17.7M |
| Drake & Associates, LLC | 6.25% | Add +6.0% | 155,123 | $17.1M |
| Cerity Partners LLC | 0.04% | Reduce -0.5% | 154,991 | $17.0M |
| Raymond James & Associates | 0.01% | Reduce -66.6% | 147,969 | $16.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -21.1% | 147,581 | $16.3M |
| Two Sigma Investments, LP | 0.04% | Reduce -74.5% | 142,200 | $15.7M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -18.2% | 141,184 | $15.5M |
| Granger Management LLC | 3.06% | No change | 139,321 | $15.3M |
| SG Americas Securities, LLC | 0.08% | New | 137,646 | $15.2M |
| Aspiriant, LLC | 0.60% | Reduce -0.2% | 131,024 | $14.4M |
| Ieq Capital, LLC | 0.20% | Reduce -3.0% | 128,175 | $14.1M |
| Sentinel Trust Co. Lba | 1.81% | New | 127,055 | $14.0M |
| Centaurus Financial, Inc. | 0.97% | Reduce -0.8% | 125,704 | $13.8M |
| Focus Partners Wealth | 0.11% | Add +6.1% | 125,627 | $13.8M |
| Wind River Trust Co | 4.98% | No change | 124,271 | $13.7M |
| Captrust Financial Advisors | 0.05% | Reduce -8.1% | 124,256 | $13.7M |
| Ashford Advisors, LLC | 3.34% | Add +206.9% | 120,285 | $13.2M |
| Pathstone Holdings, LLC | 0.06% | Reduce -40.2% | 119,048 | $13.1M |
| Gryphon Financial Partners LLC | 2.16% | Reduce -3.5% | 115,454 | $12.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -30.0% | 114,169 | $12.6M |
| Allen Investment Management, LLC | 0.16% | No change | 113,541 | $12.5M |
| Glenmede Trust Co. NA | 0.06% | Add +1.0% | 109,990 | $12.1M |
| GFS Advisors, LLC | 1.98% | No change | 108,520 | $12.0M |
| Gotham Asset Management | 0.17% | Add +59.3% | 103,203 | $11.4M |
| AlTi Global, Inc. | 0.30% | Reduce -4.6% | 98,862 | $10.9M |
| Barclays PLC | 0.00% | Reduce -59.0% | 96,282 | $10.6M |
| Sepio Capital, LP | 0.85% | Add +2.1% | 89,692 | $9.9M |
| Dorsey & Whitney Trust CO LLC | 0.67% | No change | 89,269 | $9.8M |
| Charter Oak Capital Management, LLC | 1.03% | Reduce -0.5% | 87,358 | $9.6M |
| VPR Management LLC | 2.63% | Reduce -20.3% | 86,200 | $9.5M |
| Renaissance Technologies | 0.01% | New | 85,600 | $9.4M |
| Cwm, LLC | 0.05% | Add +16.8% | 85,514 | $9.4M |
| BIP Wealth, LLC | 0.69% | Add +1.8% | 85,258 | $9.4M |
| PFG Advisors | 0.68% | Add +16.2% | 84,448 | $9.3M |
| NYL Investors LLC | 0.34% | Reduce -8.5% | 84,000 | $9.3M |
| DT Investment Partners, LLC | 0.93% | No change | 83,776 | $9.2M |
| Comerica Bank | 0.04% | Reduce -24.6% | 83,514 | $9.2M |
| Wellington Management Group LLP | 0.00% | Reduce -20.0% | 82,173 | $9.0M |
| Waverly Advisors, LLC | 0.20% | Add +60.3% | 76,768 | $8.5M |
| Plan Group Financial, LLC | 5.31% | Add +13.1% | 73,441 | $8.1M |
| Sierra Capital LLC | 1.06% | Reduce -6.4% | 73,287 | $8.1M |
| Beirne Wealth Consulting Services, LLC | 3.41% | Reduce -1.8% | 73,023 | $8.0M |
| WMS Partners, LLC | 0.53% | Reduce -12.0% | 70,060 | $7.7M |
| Annis Gardner Whiting Capital Advisors, LLC | 2.76% | Add +8.6% | 70,018 | $7.7M |
| Naviter Wealth, LLC | 1.26% | Reduce -55.6% | 69,707 | $7.7M |
| Cetera Investment Advisers | 0.02% | Add +102.5% | 69,450 | $7.6M |
| Mariner, LLC | 0.02% | Add +1.3% | 69,040 | $7.6M |
| Amplius Wealth Advisors, LLC | 0.83% | Reduce -14.1% | 67,623 | $7.4M |
| Stonehearth Capital Management, LLC | 3.34% | Add +241.0% | 67,032 | $7.4M |
| TD Capital Management LLC | 0.79% | Reduce -4.4% | 67,007 | $7.4M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -0.1% | 65,000 | $7.2M |
| West Paces Advisors Inc. | 1.87% | No change | 64,327 | $7.1M |
| BluePointe Capital Management, LLC | 4.85% | Add +3.9% | 64,098 | $7.1M |
| Able Wealth Management LLC | 6.12% | Add +1.4% | 63,722 | $7.0M |
| NorthCoast Asset Management LLC | 0.09% | Reduce -14.0% | 63,075 | $6.9M |
| Citigroup Inc. | 0.01% | Reduce -80.7% | 63,060 | $6.9M |
| Financial Management Professionals, Inc. | 0.99% | No change | 61,005 | $6.7M |
| Cahaba Wealth Management, Inc. | 0.61% | Reduce -0.3% | 60,839 | $6.7M |
| Parallel Advisors, LLC | 0.18% | Add +2.9% | 58,672 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.2% | 58,119 | $6.4M |
| 49 Wealth Management, LLC | 1.37% | Add +0.6% | 57,958 | $6.4M |
| Buckingham Strategic Wealth, LLC | 0.06% | Add +4.9% | 53,962 | $5.9M |
| Squarepoint Ops LLC | 0.02% | Add +73.2% | 52,768 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.2% | 51,760 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 51,695 | $5.7M |
| FMR LLC | 0.00% | Add +8.6% | 50,715 | $5.6M |
| Financial Enhancement Group LLC | 0.91% | Add +1.8% | 51,724 | $5.6M |
| Leavell Investment Management, Inc. | 0.32% | No change | 50,345 | $5.5M |
| Zurich Insurance Group Ltd | 0.05% | Add +1467.6% | 50,304 | $5.5M |
| Barings LLC | 0.14% | Add +40.7% | 49,530 | $5.5M |
| Madrona Financial Services, LLC | 1.86% | Reduce -1.6% | 48,621 | $5.4M |
| Northside Capital Management, LLC | 0.95% | Add +0.1% | 48,164 | $5.3M |
| Peak Financial Management, Inc. | 1.66% | Reduce -0.7% | 47,654 | $5.2M |
| Voya Investment Management LLC | 0.01% | New | 47,578 | $5.2M |
| LexAurum Advisors, LLC | 1.32% | Reduce -0.5% | 47,291 | $5.2M |
| USAdvisors Wealth Management, LLC | 1.96% | Reduce -4.1% | 47,054 | $5.2M |
| ING Groep NV | 0.04% | Reduce -93.2% | 47,000 | $5.2M |
| Atria Investments, Inc | 0.07% | Reduce -4.2% | 46,291 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +22.1% | 46,267 | $5.1M |
| Silver Oak Securities, Incorporated | 0.77% | Reduce -21.3% | 45,892 | $5.1M |
| Lake Street Advisors Group, LLC | 0.24% | Reduce -0.1% | 45,662 | $5.0M |
| Moneda S.A. Administradora General de Fondos | 2.77% | Reduce -7.7% | 44,727 | $4.9M |
| Frank, Rimerman Advisors LLC | 0.94% | Reduce -0.3% | 44,400 | $4.9M |
| Clarius Group, LLC | 0.34% | Add +3.3% | 44,248 | $4.9M |
| PAX Financial Group, LLC | 0.97% | Reduce -5.3% | 43,888 | $4.8M |
| SteelPeak Wealth, LLC | 0.24% | Add +431.3% | 42,385 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -44.5% | 42,367 | $4.7M |
| Pinebridge Investments, L.P. | 0.04% | Reduce -2.8% | 42,356 | $4.7M |
| Atwater Malick LLC | 1.64% | Add +5.9% | 42,221 | $4.6M |
| Harding Loevner LP | 0.03% | New | 42,220 | $4.6M |
| Northern Trust Corp. | 0.00% | Reduce -80.6% | 41,483 | $4.6M |
| Retirement Income Solutions, Inc. | 1.03% | Add +5.6% | 41,285 | $4.5M |
| Sandbox Financial Partners, LLC | 1.91% | Add +0.9% | 41,218 | $4.5M |
| Sharkey, Howes & Javer | 0.74% | Add +1180.6% | 41,134 | $4.5M |
| Independent Wealth Network Inc. | 2.10% | Reduce -0.9% | 40,521 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.3% | 39,901 | $4.4M |
| Freestone Capital Holdings, LLC | 0.16% | Add +23.3% | 39,615 | $4.4M |
| Banque Pictet & Cie SA | 0.05% | Add +15.9% | 39,383 | $4.3M |
| Lee Financial Co | 0.72% | Add +3.3% | 39,276 | $4.3M |
| Arkos Global Advisors | 0.72% | Reduce -2.3% | 39,147 | $4.3M |
| Sand Hill Global Advisors, LLC | 0.20% | No change | 39,045 | $4.3M |
| Creative Planning | 0.00% | Reduce -0.2% | 38,354 | $4.2M |
| Financial Council, LLC | 2.49% | Reduce -0.5% | 38,297 | $4.2M |
| Metis Global Partners, LLC | 0.15% | Add +474.9% | 37,205 | $4.1M |
| Capital Group Private Client Services, Inc. | 0.04% | Reduce -99.1% | 36,878 | $4.1M |
| Ballentine Partners, LLC | 0.08% | No change | 36,673 | $4.0M |
| CW Advisors, LLC | 0.07% | Reduce -2.4% | 36,542 | $4.0M |
| Debussy Capital Management LP | 1.17% | Add +1.0% | 36,408 | $4.0M |
| Keel Point, LLC | 0.40% | Reduce -56.6% | 35,514 | $3.9M |
| MainStreet Investment Advisors LLC | 0.47% | No change | 35,446 | $3.9M |
| Saranac Partners Ltd | 2.34% | No change | 34,650 | $3.8M |
| MassMutual Private Wealth & Trust, FSB | 0.12% | Reduce -3.1% | 34,641 | $3.8M |
| Dogwood Wealth Management LLC | 2.58% | Add +8.2% | 34,623 | $3.8M |
| Intergy Private Wealth, LLC | 1.53% | No change | 33,815 | $3.7M |
| Balentine LLC | 0.11% | Reduce -54.2% | 33,399 | $3.7M |
| Diversified Trust Co. | 0.11% | Reduce 0.0% | 32,551 | $3.6M |
| Bluespring Wealth Management, LLC | 0.39% | Reduce -4.9% | 32,448 | $3.6M |
| Well Done, LLC | 0.70% | Reduce -13.2% | 32,439 | $3.6M |
| BSW Wealth Partners | 0.59% | Add +1.8% | 31,876 | $3.5M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.10% | Reduce -6.2% | 31,652 | $3.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -87.8% | 31,595 | $3.5M |
| Sageworth Trust Co of South Dakota | 5.28% | Reduce -34.8% | 31,062 | $3.4M |
| Saxony Capital Management, LLC | 4.09% | Add +0.5% | 30,787 | $3.4M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -2.8% | 29,594 | $3.3M |
| YHB Investment Advisors, Inc. | 0.29% | Reduce -18.7% | 29,425 | $3.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.06% | Reduce -60.4% | 29,054 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -69.2% | 28,745 | $3.2M |
| Pinnacle Associates Ltd. | 0.05% | No change | 27,922 | $3.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.33% | No change | 27,600 | $3.0M |
| St. Louis Trust Co | 0.47% | Reduce -8.8% | 27,496 | $3.0M |
| Shepherd Kaplan Krochuk, LLC | 2.40% | No change | 27,292 | $3.0M |
| Signaturefd, LLC | 0.06% | Add +0.8% | 27,222 | $3.0M |
| Wescott Financial Advisory Group, LLC | 0.37% | Add +16.7% | 27,113 | $3.0M |
| Synovus Financial Corp. | 0.04% | No change | 26,985 | $3.0M |
| Quadrant Capital Group LLC | 0.23% | Reduce -1.6% | 26,978 | $3.0M |
| Capital World Investors | 0.00% | Reduce -55.9% | 26,799 | $3.0M |
| Hirtle & Co., LLC | 0.14% | Reduce -5.9% | 26,276 | $2.9M |
| Waddell & Associates, LLC | 0.38% | Reduce -2.0% | 25,600 | $2.8M |
| Managed Asset Portfolios, LLC | 0.41% | Reduce -56.0% | 25,374 | $2.8M |
| Marex Group Ltd | 0.09% | Reduce -29.1% | 25,120 | $2.8M |
| RFP Financial Group LLC | 1.07% | Add +2.2% | 24,848 | $2.7M |
| Activest Wealth Management | 1.30% | Add +0.2% | 24,571 | $2.7M |
| Klaas Financial Asset Advisors, LLC | 0.54% | Add +0.1% | 24,441 | $2.7M |
| Austin Wealth Management, LLC | 0.66% | Reduce -3.0% | 23,899 | $2.7M |
| Simplex Trading, LLC | 0.08% | Add +2335.2% | 24,011 | $2.6M |
| Arcus Capital Partners, LLC | 0.82% | Reduce -2.1% | 23,433 | $2.6M |
| Kingsview Wealth Management, LLC | 0.06% | New | 23,123 | $2.5M |
| Veltria Advisors Corp. | 0.66% | Reduce -3.9% | 23,111 | $2.5M |
| Simplicity Wealth,LLC | 0.06% | New | 23,087 | $2.5M |
| RDA Financial Network | 0.87% | Reduce -0.9% | 23,041 | $2.5M |
| Franklin Resources Inc. | 0.00% | Reduce -2.4% | 22,434 | $2.5M |
| WestEnd Advisors, LLC | 0.06% | Reduce -87.5% | 21,842 | $2.4M |
| Ameritas Advisory Services, LLC | 0.10% | Add +170.4% | 21,606 | $2.3M |
| Brighton Jones LLC | 0.08% | Reduce -3.4% | 21,266 | $2.3M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -3.3% | 21,258 | $2.3M |
| HB Wealth Management, LLC | 0.03% | Add +0.5% | 21,072 | $2.3M |
| Catalyst Private Wealth, LLC | 1.20% | Add +12.0% | 20,824 | $2.3M |
| Rothschild & Co Wealth Management UK Ltd | 0.04% | New | 20,818 | $2.3M |
| Wolf Group Capital Advisors | 1.09% | No change | 23,859 | $2.3M |
| PFW Advisors LLC | 0.70% | Add +18.2% | 20,762 | $2.3M |
| Sowell Financial Services LLC | 0.11% | Add +83.4% | 20,666 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -1.0% | 20,564 | $2.3M |
| MAI Capital Management | 0.02% | Add +498.8% | 20,232 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -14.0% | 19,761 | $2.2M |
| Compagnie Lombard Odier SCmA | 0.04% | No change | 19,750 | $2.2M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -2.0% | 19,449 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.0% | 19,196 | $2.1M |
| Aries Wealth Management | 0.68% | Add +5.1% | 19,137 | $2.1M |
| SIH Partners, LLLP | 1.55% | Add +94.7% | 19,116 | $2.1M |
| Schroder Investment Management Group | 0.00% | Reduce -1.5% | 19,110 | $2.1M |
| CKW Financial Group | 0.27% | Add +2.2% | 19,115 | $2.1M |
| Fund Evaluation Group, LLC | 0.13% | Reduce -1.3% | 18,999 | $2.1M |
| Callan Family Office, LLC | 0.49% | Reduce -0.9% | 18,980 | $2.1M |
| Brightwater Advisory LLC | 1.62% | Reduce -32.1% | 18,362 | $2.0M |
| John W. Brooker & Co., CPAs | 1.07% | Reduce -5.5% | 18,084 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -41.4% | 17,893 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -47.3% | 17,752 | $2.0M |
| Arlington Trust Co LLC | 0.50% | Reduce -6.0% | 17,561 | $1.9M |
| Planning Capital Management Corp | 1.41% | Add +30.7% | 17,493 | $1.9M |
| Polen Capital Management LLC | 0.00% | Reduce -82.9% | 17,409 | $1.9M |
| Mayo Clinic | 31.11% | Reduce -84.7% | 17,359 | $1.9M |
| Strategic Blueprint, LLC | 0.13% | Reduce -20.8% | 17,080 | $1.9M |
| Syntal Capital Partners, LLC | 18.66% | New | 12,900 | $1.9M |
| Sycale Advisors (NY) LLC | 0.75% | Reduce -82.1% | 16,673 | $1.8M |
| Pictet North America Advisors SA | 0.20% | No change | 16,595 | $1.8M |
| Financial Advocates Investment Management | 0.11% | Add +22.9% | 15,799 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -34.9% | 16,526 | $1.8M |
| Roth Financial Partners LLC | 0.79% | No change | 16,108 | $1.8M |
| AMG National Trust Bank | 0.05% | No change | 15,663 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.18% | Reduce -8.8% | 15,467 | $1.7M |
| SYM FINANCIAL Corp | 0.28% | Reduce -1.0% | 15,239 | $1.7M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -13.8% | 15,233 | $1.7M |
| Simon Quick Advisors, LLC | 0.13% | Reduce -60.3% | 15,197 | $1.7M |
| Summit Trail Advisors, LLC | 0.04% | Add +0.1% | 15,103 | $1.7M |
| Apollon Wealth Management, LLC | 0.05% | Add +134.0% | 14,965 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.9% | 14,936 | $1.6M |
| Unique Wealth, LLC | 0.46% | New | 14,906 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | New | 14,893 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +2.7% | 14,858 | $1.6M |
| Astoria Strategic Wealth, Inc. | 0.52% | No change | 14,842 | $1.6M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 14,810 | $1.6M |
| Nottingham Advisors, Inc. | 0.20% | Reduce -64.3% | 14,738 | $1.6M |
| Fifth Third Bancorp | 0.01% | Reduce -7.6% | 14,655 | $1.6M |
| Haverford Trust Co | 0.02% | No change | 14,562 | $1.6M |
| Midwest Heritage Bank, FSB | 0.84% | Reduce -8.8% | 14,554 | $1.6M |
| Sunflower Bank, N.A. | 0.36% | No change | 14,540 | $1.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -9.9% | 14,523 | $1.6M |
| Scotia Capital Inc. | 0.01% | Reduce -35.0% | 14,161 | $1.6M |
| Relative Value Partners Group, LLC | 0.10% | Reduce -6.3% | 14,889 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | Add +7.2% | 13,760 | $1.5M |
| Old National Bancorp | 0.04% | Add +27.5% | 13,563 | $1.5M |
| Great Waters Wealth Management | 0.24% | Reduce -2.0% | 13,320 | $1.5M |
| Pure Financial Advisors, LLC | 0.05% | Add +7.7% | 13,131 | $1.4M |
| Edgestream Partners, L.P. | 0.07% | Add +129.2% | 13,055 | $1.4M |
| AdvisorNet Financial, Inc | 0.14% | Reduce -5.1% | 12,956 | $1.4M |
| Greystone Financial Group, LLC | 0.28% | Add +3.9% | 12,680 | $1.4M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -19.4% | 12,564 | $1.4M |
| Angeles Investment Advisors, LLC | 0.07% | Reduce -3.9% | 12,500 | $1.4M |
| Empirical Finance, LLC | 0.08% | No change | 12,489 | $1.4M |
| All Season Financial Advisors, Inc. | 1.13% | Add +31.4% | 12,353 | $1.4M |
| Institutional & Family Asset Management, LLC | 0.22% | No change | 12,288 | $1.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Add +60.9% | 12,272 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -19.8% | 12,074 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -90.0% | 12,005 | $1.3M |
| K.J. Harrison & Partners Inc | 0.20% | Add +7.7% | 11,681 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -75.2% | 11,601 | $1.3M |
| Cassia Capital Partners, LLC | 0.85% | Reduce -1.1% | 11,577 | $1.3M |
| Community Bank, N.A. | 0.17% | Reduce -69.7% | 11,500 | $1.3M |
| Evergreen Capital Management LLC | 0.05% | No change | 11,500 | $1.3M |
| TFO Wealth Partners, LLC | 0.24% | No change | 11,329 | $1.2M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -13.5% | 11,253 | $1.2M |
| KCM Investment Advisors LLC | 0.05% | No change | 11,155 | $1.2M |
| Montecito Bank & Trust | 0.24% | No change | 10,968 | $1.2M |
| Choreo, LLC | 0.03% | Reduce -0.1% | 10,838 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.47% | Reduce -1.3% | 10,719 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.6% | 10,671 | $1.2M |
| Berkshire Asset Management LLC | 0.06% | No change | 10,556 | $1.2M |
| Cherrydale Wealth Management, LLC | 0.53% | No change | 10,294 | $1.1M |
| Fiduciary Trust Co | 0.02% | Add +0.5% | 10,189 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Add +3.9% | 10,174 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.49% | Reduce -1.1% | 10,301 | $1.1M |
| Choate Investment Advisors | 0.03% | Add +19.6% | 10,058 | $1.1M |
| Capital Research Global Investors | 0.00% | Reduce -58.0% | 10,040 | $1.1M |
| JMG Financial Group, Ltd. | 0.04% | No change | 10,000 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -89.3% | 10,000 | $1.1M |
| Stonebrook Private Inc. | 0.31% | No change | 9,749 | $1.1M |
| Brandywine Trust Co. | 0.18% | New | 9,746 | $1.1M |
| Mycio Wealth Partners, LLC | 0.27% | No change | 9,599 | $1.1M |
| Columbus Macro, LLC | 0.40% | Reduce -1.4% | 9,556 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.17% | No change | 9,492 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -37.4% | 9,455 | $1.0M |
| Insigneo Advisory Services, LLC | 0.12% | Add +27.5% | 9,266 | $1.0M |
| SVB Wealth LLC | 0.02% | Reduce -0.5% | 9,156 | $1.0M |
| Jennison Associates LLC | 0.00% | Reduce -59.5% | 9,152 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.39% | Reduce -51.3% | 9,066 | $998K |
| NewEdge Advisors, LLC | 0.01% | Add +6.9% | 8,937 | $984K |
| Sage Advisory Services, Ltd.Co. | 0.27% | Reduce -14.1% | 8,841 | $974K |
| NTV Asset Management LLC | 0.15% | No change | 8,822 | $972K |
| FinTrust Capital Advisors, LLC | 0.19% | Reduce -40.5% | 8,785 | $967K |
| NewEdge Wealth, LLC | 0.02% | Reduce -2.1% | 8,803 | $944K |
| Lanark Financial, Inc. | 0.09% | Reduce -6.2% | 8,529 | $939K |
| Steele Capital Management, Inc. | 0.05% | No change | 8,510 | $937K |
| NavPoint Financial, Inc. | 0.81% | No change | 8,501 | $936K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -7.2% | 8,757 | $935K |
| Blair William & Co. | 0.00% | Add +3.5% | 8,462 | $932K |
| Global Retirement Partners, LLC | 0.03% | Reduce -4.5% | 8,396 | $925K |
| Becker Capital Management Inc. | 0.03% | No change | 8,300 | $914K |
| Sonoma Private Wealth LLC | 1.46% | No change | 8,260 | $910K |
| Prospect Financial Services LLC | 0.74% | New | 8,174 | $900K |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +151.3% | 8,138 | $896K |
| Wealthfront Advisers LLC | 0.00% | Add +7.1% | 8,128 | $895K |
| Clearstead Advisors, LLC | 0.04% | Add +3.1% | 8,099 | $893K |
| Merit Financial Group, LLC | 0.02% | Reduce -1.3% | 8,189 | $888K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.4% | 7,876 | $867K |
| Sheets Smith Wealth Management | 0.10% | Reduce -3.6% | 7,753 | $854K |
| Wealth Architects, LLC | 0.11% | No change | 7,740 | $852K |
| GenTrust, LLC | 0.05% | Add +4.9% | 7,729 | $851K |
| Avestar Capital, LLC | 0.10% | Reduce -57.0% | 7,700 | $848K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -5.5% | 7,604 | $837K |
| Sfmg, LLC | 0.07% | No change | 7,592 | $836K |
| Causeway Capital Management LLC | 0.02% | Reduce -38.6% | 7,580 | $835K |
| Atlas Capital Advisors Inc. | 0.13% | Add +38.8% | 7,574 | $834K |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 7,548 | $831K |
| Alhambra Investment Management LLC | 0.45% | Reduce -6.1% | 7,533 | $830K |
| Whittier Trust Co. | 0.01% | Reduce -13.7% | 7,517 | $828K |
| Commerce Bank | 0.01% | No change | 7,456 | $821K |
| New Republic Capital, LLC | 0.52% | No change | 7,406 | $816K |
| Criterion Capital Advisors, LLC | 0.54% | No change | 7,300 | $804K |
| Fifth Third Wealth Advisors LLC | 0.13% | No change | 7,300 | $804K |
| Modus Advisors, LLC | 0.30% | No change | 7,262 | $800K |
| Anchor Capital Advisors LLC | 0.02% | No change | 7,255 | $799K |
| Ifrah Financial Services, Inc. | 0.22% | Add +28.4% | 7,014 | $772K |
| St Germain D J Co. Inc. | 0.04% | No change | 6,968 | $767K |
| AlphaStar Capital Management, LLC | 0.08% | Add +28.8% | 6,895 | $759K |
| Seaview Investment Managers LLC | 0.22% | New | 6,780 | $747K |
| American Trust | 0.06% | Reduce -3.7% | 6,660 | $733K |
| IFP Advisors, Inc | 0.03% | Add +2.4% | 6,646 | $732K |
| Prio Wealth Limited Partnership | 0.02% | No change | 6,626 | $730K |
| Apeiron RIA LLC | 0.21% | Reduce -0.4% | 6,560 | $722K |
| Trek Financial, LLC | 0.06% | No change | 6,546 | $721K |
| Bailard, Inc. | 0.02% | No change | 6,367 | $701K |
| Quantinno Capital Management LP | 0.01% | New | 6,161 | $679K |
| Sigma Planning Corp | 0.02% | Add +150.1% | 6,095 | $671K |
| Highland Capital Management, LLC | 0.04% | No change | 6,040 | $665K |
| Quantitative Strategies, Inc. | 0.38% | Reduce -1.0% | 6,010 | $662K |
| Patten Group, Inc. | 0.16% | No change | 6,008 | $662K |
| Advisory Alpha, LLC | 0.03% | Reduce -12.0% | 5,993 | $660K |
| Nations Financial Group Inc, /Ia/ | 0.06% | No change | 5,938 | $654K |
| Savant Capital, LLC | 0.01% | Reduce -1.1% | 5,919 | $652K |
| Vident Advisory, LLC | 0.01% | Reduce -0.0% | 5,867 | $646K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 5,828 | $642K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.26% | — | 5,791 | $638K |
| Ballew Advisors, Inc | 0.44% | No change | 5,888 | $638K |
| Phoenix Financial Ltd. | 0.01% | Reduce -78.7% | 5,786 | $637K |
| Strategic Financial Partners, Ltd. | 0.35% | No change | 5,745 | $633K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -13.6% | 5,579 | $614K |
| Gries Financial LLC | 0.10% | Reduce -19.1% | 5,575 | $614K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -1.8% | 5,528 | $609K |
| Snowden Capital Advisors LLC | 0.02% | New | 5,520 | $608K |
| Magnus Financial Group LLC | 0.07% | No change | 5,516 | $607K |
| Altfest L J & Co. Inc. | 0.09% | No change | 5,454 | $601K |
| Evolution Wealth Advisors, LLC | 0.11% | No change | 5,423 | $597K |
| Cambiar Investors LLC | 0.02% | Reduce -43.7% | 5,403 | $595K |
| Aaron Wealth Advisors LLC | 0.08% | No change | 5,366 | $591K |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 5,334 | $588K |
| GDS Wealth Management | 0.07% | Reduce -1.7% | 5,325 | $586K |
| LVW Advisors, LLC | 0.10% | Reduce -49.3% | 5,321 | $586K |
| Mutual Advisors, LLC | 0.02% | No change | 5,192 | $572K |
| Summit Wealth Partners, LLC | 0.12% | No change | 5,113 | $563K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Add +51.9% | 5,102 | $562K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -7.5% | 5,065 | $558K |
| Vontobel Holding Ltd. | 0.00% | New | 4,977 | $548K |
| Rather & Kittrell, Inc. | 0.16% | Reduce -5.5% | 4,881 | $538K |
| New York Life Investment Management LLC | 0.01% | Reduce -5.7% | 4,810 | $530K |
| First Citizens Asset Management, Inc. | 0.20% | Reduce -12.3% | 4,762 | $524K |
| Courage Miller Partners, LLC | 0.18% | No change | 4,750 | $523K |
| Bellwether Advisors, LLC | 0.11% | Add +1.5% | 4,673 | $515K |
| Hemington Wealth Management | 0.19% | Reduce -0.9% | 4,661 | $514K |
| New Capital Management LP | 0.15% | Add +0.4% | 4,648 | $512K |
| SCS Capital Management LLC | 0.01% | No change | 4,638 | $511K |
| Syntegra Private Wealth Group, LLC | 0.07% | Reduce -5.5% | 4,635 | $510K |
| Belmont Capital, LLC | 0.14% | No change | 4,630 | $510K |
| Eight 31 Financial, LLC | 0.32% | Add +34.0% | 4,621 | $509K |
| Apella Capital, LLC | 0.03% | Add +1.1% | 4,629 | $507K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 4,738 | $506K |
| RFG Advisory, LLC | 0.02% | Add +0.5% | 4,574 | $504K |
| Naples Global Advisors, LLC | 0.05% | Reduce -2.7% | 4,485 | $494K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -15.2% | 4,427 | $488K |
| Rovin Capital /Ut/ | 0.20% | No change | 4,422 | $487K |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.8% | 4,421 | $487K |
| Regatta Capital Group, LLC | 0.11% | No change | 4,369 | $481K |
| Mather Group, Llc. | 0.01% | Add +2.2% | 4,654 | $474K |
| Fulcrum Equity Management | 0.56% | Reduce -70.4% | 4,276 | $471K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -20.6% | 4,227 | $466K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -20.6% | 4,227 | $466K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,200 | $463K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.0% | 4,196 | $462K |
| GR Financial Group, LLC | 0.11% | Reduce -99.1% | 4,143 | $456K |
| Edge Capital Group, LLC | 0.02% | Add +3.2% | 4,134 | $455K |
| JFG Wealth Management, LLC | 0.12% | Add +3.3% | 4,131 | $455K |
| Hoxton Planning & Management, LLC | 0.22% | Reduce -2.9% | 4,101 | $452K |
| Accurate Wealth Management, LLC | 0.13% | New | 4,312 | $451K |
| Archford Capital Strategies, LLC | 0.08% | No change | 4,084 | $450K |
| GC Wealth Management RIA, LLC | 0.09% | No change | 4,063 | $447K |
| Wintrust Investments LLC | 0.04% | New | 4,050 | $446K |
| Essex Financial Services, Inc. | 0.04% | Reduce -2.4% | 4,015 | $442K |
| ONE Advisory Partners, LLC | 0.21% | Reduce -9.0% | 3,966 | $437K |
| Belpointe Asset Management LLC | 0.03% | New | 3,962 | $436K |
| SpiderRock Advisors, LLC | 0.01% | — | 3,990 | $432K |
| Sivia Capital Partners, LLC | 0.29% | New | 3,882 | $428K |
| Prospera Financial Services Inc | 0.01% | Add +0.8% | 3,871 | $426K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +19.8% | 3,862 | $425K |
| LGT Financial Advisors LLC | 0.49% | Reduce -1.9% | 3,851 | $424K |
| Rain Capital Management, LLC | 0.28% | Reduce -38.4% | 3,818 | $420K |
| Capasso Planning Partners LLC | 0.17% | Add +13.6% | 3,755 | $414K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.5% | 3,751 | $413K |
| Winthrop Advisory Group LLC | 0.06% | No change | 3,746 | $412K |
| Clearview Wealth Advisors LLC | 0.42% | Reduce -1.2% | 3,742 | $412K |
| Client 1ST Advisory Group, LLC | 0.18% | Reduce -22.5% | 3,734 | $411K |
| Americana Partners, LLC | 0.03% | Add +4.0% | 3,730 | $411K |
| Cape Ann Savings Bank | 0.26% | No change | 3,713 | $409K |
| Stephens Inc. | 0.01% | Reduce -10.3% | 3,707 | $408K |
| Compound Planning, Inc. | 0.04% | New | 3,684 | $406K |
| Fiducient Advisors LLC | 0.08% | Add +15.2% | 3,612 | $398K |
| Hoylecohen, LLC | 0.03% | No change | 3,611 | $398K |
| Arden Trust Co | 0.05% | No change | 3,567 | $393K |
| UMB Bank, n.a. | 0.01% | No change | 3,520 | $388K |
| Hancock Whitney Corp. | 0.01% | No change | 3,485 | $384K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +12.3% | 3,450 | $380K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -7.0% | 3,430 | $378K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 3,343 | $368K |
| Garde Capital, Inc. | 0.03% | Reduce -0.0% | 3,343 | $368K |
| Y.D. More Investments Ltd | 0.07% | Reduce -4.4% | 3,342 | $368K |
| HBK Sorce Advisory LLC | 0.01% | Add +11.0% | 3,299 | $363K |
| Hamilton Wealth, LLC | 0.11% | Reduce -0.1% | 3,274 | $361K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 3,268 | $360K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -6.3% | 3,257 | $359K |
| High Probability Advisors, LLC | 0.07% | No change | 3,253 | $358K |
| Modera Wealth Management, LLC | 0.01% | No change | 3,244 | $357K |
| Flputnam Investment Management Co. | 0.01% | Reduce -17.9% | 3,242 | $357K |
| Greenup Street Wealth Management LLC | 0.09% | No change | 3,216 | $354K |
| Headlands Technologies LLC | 0.08% | Add +341.7% | 3,154 | $347K |
| Peterson Financial Group, Inc. | 2.25% | Reduce -3.1% | 3,130 | $345K |
| GM Advisory Group, LLC | 0.02% | Add +0.6% | 3,109 | $342K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 3,096 | $341K |
| Summit Financial Group, Inc. | 0.12% | No change | 3,092 | $341K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 3,000 | $330K |
| Blue Edge Capital, LLC | 0.05% | Add +0.1% | 2,956 | $326K |
| Rossmore Private Capital | 0.04% | No change | 2,900 | $319K |
| Country Club Bank | 0.02% | Reduce -0.9% | 2,890 | $318K |
| Keybank National Association | 0.00% | Reduce -31.3% | 2,887 | $318K |
| Sequent Asset Management, LLC | 0.17% | Reduce -4.5% | 2,873 | $316K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 2,853 | $314K |
| Regal Investment Advisors LLC | 0.02% | Add +3.9% | 2,832 | $312K |
| Spire Wealth Management | 0.01% | No change | 2,812 | $310K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -10.0% | 2,762 | $304K |
| Essex Bank | 0.09% | No change | 2,956 | $301K |
| Portland Global Advisors LLC | 0.04% | Add +0.4% | 2,726 | $300K |
| Friedenthal Financial | 0.18% | Reduce -1.8% | 2,718 | $299K |
| Global Strategic Investment Solutions, LLC | 0.04% | No change | 2,717 | $299K |
| GTS Securities LLC | 0.01% | New | 2,717 | $299K |
| Wedbush Securities Inc. | 0.01% | Add +25.2% | 2,719 | $299K |
| Trivium Point Advisory, LLC | 0.06% | New | 2,703 | $298K |
| Weil Company, Inc. | 0.12% | Reduce -8.5% | 2,645 | $291K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 2,642 | $290K |
| Brand Asset Management Group, Inc. | 0.12% | Reduce -20.9% | 2,605 | $287K |
| Ruggaard & Associates LLC | 0.14% | No change | 2,593 | $286K |
| Advisory Research Inc. | 0.06% | Reduce -97.4% | 2,593 | $286K |
| Modern Wealth Management, LLC | 0.03% | Add +8.0% | 2,593 | $286K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 2,579 | $284K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 2,550 | $281K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,516 | $277K |
| Secured Retirement Advisors, LLC | 0.23% | No change | 2,504 | $276K |
| Battery Global Advisors, LLC | 0.22% | Add +19.0% | 2,502 | $275K |
| Seven Post Investment Office LP | 0.07% | No change | 2,488 | $274K |
| Sapient Capital LLC | 0.01% | No change | 2,466 | $272K |
| Heritage Wealth Management, LLC | 0.14% | No change | 2,463 | $271K |
| Arjuna Capital | 0.08% | New | 2,461 | $271K |
| RPg Family Wealth Advisory, LLC | 0.09% | Reduce -0.8% | 2,450 | $270K |
| Provident Wealth Management, LLC | 0.10% | No change | 2,417 | $266K |
| Highlander Partners, L.P. | 0.18% | No change | 2,360 | $260K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +8.9% | 2,339 | $258K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 2,306 | $254K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 2,290 | $252K |
| AA Financial Advisors, LLC | 0.10% | No change | 2,274 | $250K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -54.0% | 2,267 | $250K |
| Grayhawk Investment Strategies Inc. | 0.22% | No change | 2,240 | $247K |
| PDS Planning, Inc | 0.03% | No change | 2,222 | $245K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,220 | $244K |
| Visionary Wealth Advisors | 0.02% | No change | 2,189 | $241K |
| Dentgroup LLC | 0.20% | No change | 2,171 | $239K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,145 | $236K |
| Maryland Capital Advisors Inc. | 0.15% | No change | 2,130 | $235K |
| Crewe Advisors LLC | 0.03% | Add +160.3% | 2,111 | $232K |
| Smith Anglin Financial, LLC | 0.02% | Reduce -0.7% | 2,106 | $232K |
| Traveka Wealth, LLC | 0.11% | No change | 2,096 | $231K |
| M&T Bank Corp | 0.00% | Reduce -17.9% | 2,090 | $230K |
| Inscription Capital, LLC | 0.04% | No change | 2,082 | $229K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,077 | $229K |
| Ironwood Wealth Management, LLC. | 0.07% | Reduce -19.1% | 2,035 | $224K |
| Bank Hapoalim BM | 0.03% | Reduce -99.4% | 2,017 | $222K |
| Rehmann Capital Advisory Group | 0.02% | No change | 2,011 | $221K |
| Elevatus Welath Management | 0.09% | No change | 2,006 | $221K |
| CPC Advisors, LLC | 0.04% | Reduce -5.7% | 2,006 | $221K |
| Port Capital LLC | 0.01% | No change | 2,000 | $220K |
| Princeton Global Asset Management LLC | 0.05% | Reduce -19.8% | 1,989 | $219K |
| Westmount Partners, LLC | 0.08% | New | 1,979 | $218K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | New | 1,977 | $218K |
| Leuthold Group, LLC | 0.02% | New | 1,933 | $213K |
| Regis Acquisition Inc. | 0.13% | New | 1,927 | $212K |
| Blue Chip Partners, LLC | 0.02% | Reduce -6.3% | 1,921 | $212K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | Reduce -64.2% | 2,242 | $204K |
| Bison Wealth, LLC | 0.03% | New | 1,828 | $201K |
| Cidel Asset Management Inc. | 0.02% | Reduce -89.4% | 1,819 | $200K |
| Emory University | 0.12% | New | 1,817 | $200K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $198K |
| Palisade Asset Management, LLC | 0.02% | New | 1,749 | $193K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -34.7% | 1,672 | $184K |
| Private Trust Co. NA | 0.02% | No change | 1,634 | $180K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.9% | 1,451 | $160K |
| Allworth Financial LP | 0.00% | No change | 1,433 | $158K |
| CoreCap Advisors, LLC | 0.01% | New | 1,424 | $157K |
| Granite FO LLC | 0.09% | No change | 1,295 | $150K |
| Bank of New Hampshire | 0.04% | No change | 1,339 | $147K |
| FSA Wealth Management LLC | 0.06% | No change | 1,316 | $145K |
| Solstein Capital, LLC | 0.10% | Reduce -57.9% | 1,281 | $141K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,254 | $138K |
| GeoWealth Management, LLC | 0.01% | No change | 1,201 | $132K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,195 | $132K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 1,162 | $128K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -1.3% | 1,135 | $125K |
| Valley National Advisers Inc. | 0.02% | No change | 1,044 | $114K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 1,001 | $110K |
| Birchbrook, Inc. | 0.06% | No change | 979 | $108K |
| Cedar Wealth Management, LLC | 0.04% | No change | 965 | $106K |
| Sachetta, LLC | 0.05% | No change | 1,027 | $105K |
| Gould Capital, LLC | 0.07% | No change | 889 | $98K |
| Christopher J. Hasenberg, Inc | 0.05% | New | 870 | $96K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 850 | $93K |
| HighMark Wealth Management LLC | 0.06% | Add +0.5% | 839 | $92K |
| Castleview Partners, LLC | 0.05% | No change | 836 | $92K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 737 | $81K |
| Quent Capital, LLC | 0.01% | Add +2148.4% | 697 | $77K |
| Tortoise Investment Management, LLC | 0.01% | No change | 628 | $69K |
| BigSur Wealth Management LLC | 0.02% | No change | 600 | $66K |
| CVA Family Office, LLC | 0.01% | No change | 594 | $65K |
| Syntrinsic LLC | 0.02% | No change | 581 | $64K |
| First Horizon Advisors, Inc. | 0.00% | No change | 581 | $64K |
| MidAtlantic Capital Management, Inc. | 0.05% | No change | 562 | $62K |
| Strategic Wealth Partners Group, LLC | 0.01% | No change | 532 | $59K |
| CNB Bank | 0.03% | No change | 500 | $55K |
| Element Wealth, LLC | 0.03% | Reduce -6.0% | 481 | $53K |
| Anchor Investment Management, LLC | 0.01% | No change | 462 | $51K |
| DiNuzzo Private Wealth, Inc. | 0.01% | Reduce -1.1% | 434 | $48K |
| Spotlight Asset Group, Inc. | 0.03% | New | 350 | $39K |
| Vima LLC | 0.04% | No change | 411 | $37K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 340 | $37K |
| HM Payson & Co. | 0.00% | No change | 325 | $36K |
| Macroview Investment Management LLC | 0.04% | Reduce -78.1% | 322 | $35K |
| American Capital Advisory, LLC | 0.03% | Add +12.8% | 371 | $34K |
| Morris Financial Concepts, Inc. | 0.02% | Add +18.2% | 299 | $33K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -95.0% | 322 | $33K |
| DB Fitzpatrick & Co, Inc | 0.03% | Add +0.3% | 294 | $32K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -1.2% | 247 | $27K |
| Breakwater Investment Management | 0.01% | — | 232 | $26K |
| Disciplina Capital Management LLC | 0.00% | No change | 227 | $25K |
| Trust Co. of Vermont | 0.00% | New | 217 | $24K |
| Westside Investment Management, Inc. | 0.01% | No change | 205 | $23K |
| Family Asset Management, LLC | 0.01% | No change | 180 | $20K |
| Windsor Advisory Group, LLC | 0.06% | No change | 178 | $20K |
| Winch Advisory Services, LLC | 0.01% | No change | 177 | $19K |
| Main Street Group, LTD | 0.01% | No change | 170 | $19K |
| Joseph Group Capital Management | 0.01% | Reduce -45.4% | 160 | $18K |
| Dunhill Financial, LLC | 0.01% | Add +132.3% | 144 | $16K |
| Trivant Custom Portfolio Group, LLC | 0.01% | Add +0.7% | 137 | $15K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 125 | $14K |
| Avior Wealth Management, LLC | 0.00% | No change | 122 | $13K |
| Venturi Wealth Management, LLC | 0.00% | No change | 106 | $12K |
| Monetary Management Group Inc. | 0.00% | New | 100 | $11K |
| SJS Investment Consulting Inc. | 0.00% | No change | 95 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 91 | $10K |
| Private Ocean, LLC | 0.00% | New | 85 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 85 | $9K |
| Paladin Advisory Group, LLC | 0.01% | No change | 78 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 76 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 75 | $8K |
| Lindbrook Capital, LLC | 0.00% | No change | 70 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -11.7% | 68 | $7K |
| Sandy Spring Bank | 0.00% | No change | 60 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 50 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 46 | $5K |
| Abound Wealth Management | 0.00% | No change | 45 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 37 | $4K |
| Clear Investment Research, LLC | 0.01% | No change | 35 | $4K |
| Principal Securities, Inc. | 0.00% | Reduce -89.1% | 33 | $4K |
| McIlrath & Eck, LLC | 0.00% | Add +57.9% | 30 | $3K |
| Operose Advisors LLC | 0.00% | No change | 30 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +25.0% | 30 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -16.7% | 30 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 28 | $3K |
| Annapolis Financial Services, LLC | 0.00% | No change | 28 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -3.5% | 28 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 27 | $3K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -92.3% | 27 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 20 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5 | $531 |
| Horizon Investments, LLC | 0.00% | No change | 2 | $220 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $131 |
| NewSquare Capital LLC | 0.00% | New | 1 | $108 |
| Credit Agricole S A | 0.00% | No change | 1 | $105 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $0 |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is ACWI's weight in each manager's 13F, not the share of iShares MSCI Acwi ETF the manager owns.