iShares MSCI Acwi ETFACWIETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 683 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 26 from Q1 2024. 59 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($882.1M), Johns Hopkins University ($667.2M) and BNP Paribas Financial Markets ($619.4M). 6 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $291.4M |
| Exits | 34 | $605.7M |
All 13F filers, Q1 2024 → Q2 2024: 20,376,436 shares bought and 25,980,246 shares sold, net −5,603,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 683 holders
| Morgan Stanley | 0.07% | Reduce -12.2% | 7,847,743 | $882.1M |
| Johns Hopkins University | 26.64% | Add +15.5% | 5,935,538 | $667.2M |
| BNP Paribas Financial Markets | 0.68% | Add +142.2% | 5,510,235 | $619.4M |
| Bank of America Corp. | 0.04% | Reduce -3.8% | 3,731,148 | $419.4M |
| Barclays PLC | 0.19% | Add +3635.8% | 3,596,912 | $404.3M |
| UBS Group AG | 0.11% | Add +502.5% | 3,097,994 | $348.2M |
| Jane Street Group, LLC | 0.29% | Reduce -73.1% | 2,378,663 | $267.4M |
| P/E Global LLC | 69.40% | Reduce -4.0% | 2,272,934 | $255.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +149.5% | 2,062,999 | $231.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 6.95% | Reduce -23.8% | 2,054,139 | $230.8M |
| Sageworth Trust Co | 12.43% | Reduce -0.8% | 1,753,402 | $197.1M |
| Bank of Nova Scotia | 0.38% | Reduce -36.1% | 1,706,486 | $191.8M |
| MKP Capital Management, L.L.C. | 15.68% | Reduce -74.7% | 1,636,500 | $183.9M |
| ICONIQ Capital, LLC | 3.88% | Reduce -3.1% | 1,614,541 | $181.5M |
| Disciplina Capital Management LLC | 29.73% | Add +814539.7% | 1,849,232 | $179.5M |
| Hackensack Meridian Health, Inc. | 21.43% | No change | 1,430,000 | $160.7M |
| Sarasin & Partners LLP | 1.38% | No change | 1,382,440 | $155.4M |
| PNC Financial Services Group, Inc. | 0.10% | Add +2.3% | 1,304,400 | $146.6M |
| Capitolis Liquid Global Markets LLC | 1.79% | Add +447.4% | 1,286,500 | $144.6M |
| Wells Fargo & Company | 0.04% | Add +1.8% | 1,254,716 | $141.0M |
| Sequoia Financial Advisors, LLC | 1.68% | Add +4.5% | 1,236,631 | $139.0M |
| Allianz Asset Management GmbH | 0.21% | Reduce -8.2% | 1,162,940 | $130.7M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -7.9% | 1,014,677 | $114.0M |
| Prudential PLC | 0.78% | Reduce -3.6% | 998,919 | $112.3M |
| Dimension Capital Management LLC | 20.15% | Add +1.8% | 881,300 | $99.1M |
| Minot Capital, LP | 28.54% | Reduce -29.7% | 856,746 | $96.3M |
| National Bank of Canada | 0.15% | Reduce -55.0% | 840,525 | $94.6M |
| JPMorgan Chase & Co. | 0.01% | Add +26.8% | 820,572 | $92.2M |
| Royal Bank of Canada | 0.02% | Add +71.7% | 818,075 | $92.0M |
| Bogart Wealth, LLC | 3.97% | Add +0.3% | 693,588 | $78.0M |
| Qalhat Capital Ltd | 40.42% | New | 656,027 | $73.7M |
| Capital Advisors Inc. | 1.52% | New | 655,024 | $73.6M |
| Cambridge Associates LLC /Ma/ | 3.36% | Add +75.7% | 652,055 | $73.3M |
| Toronto Dominion Bank | 0.12% | Reduce -38.1% | 650,000 | $73.1M |
| HSBC Holdings PLC | 0.04% | Reduce -12.9% | 559,858 | $62.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.64% | Reduce -8.7% | 542,332 | $61.0M |
| Corient Private Wealth LP | 0.11% | Add +7.6% | 542,908 | $61.0M |
| Bank of Montreal | 0.02% | Add +13.8% | 519,705 | $58.7M |
| Allianz SE | 1.71% | Add +1.5% | 516,716 | $58.1M |
| Brown Advisory Inc. | 0.08% | Add +0.5% | 515,028 | $57.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -18.9% | 491,826 | $55.3M |
| HighTower Advisors, LLC | 0.08% | Add +17.8% | 476,187 | $53.5M |
| Assetmark, Inc. | 0.16% | Add +31.4% | 473,647 | $53.2M |
| BlackRock Inc. | 0.00% | Add +11.2% | 435,900 | $49.0M |
| Bessemer Group Inc. | 0.08% | Reduce -2.1% | 422,235 | $47.5M |
| Alliancebernstein L.P. | 0.02% | Add +2.5% | 419,856 | $47.2M |
| Privium Fund Management (UK) Ltd | 16.90% | Add +125.4% | 380,140 | $43.3M |
| Great Valley Advisor Group, Inc. | 1.21% | Add +4.1% | 383,186 | $43.1M |
| Three Bridge Wealth Advisors, LLC | 16.88% | Reduce -2.6% | 378,982 | $42.6M |
| Blue Trust, Inc. | 0.57% | Reduce -0.7% | 380,401 | $41.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.16% | Reduce -0.3% | 354,977 | $41.7M |
| Mill Creek Capital Advisors, LLC | 1.01% | Reduce -2.8% | 352,818 | $39.7M |
| Brandywine Managers, LLC | 41.59% | No change | 349,815 | $39.3M |
| Lee Johnson Capital Management, LLC | 19.56% | New | 341,056 | $38.3M |
| Jasper Ridge Partners, L.P. | 1.23% | Reduce -0.4% | 339,210 | $38.1M |
| Cresset Asset Management, LLC | 0.16% | Add +5.6% | 331,793 | $37.3M |
| EPIQ Capital Group, LLC | 13.07% | Reduce -1.6% | 330,368 | $37.1M |
| Capital International Investors | 0.01% | Add +74.4% | 321,361 | $36.2M |
| Pathstone Holdings, LLC | 0.16% | Add +161.9% | 311,790 | $35.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.7% | 299,734 | $33.7M |
| Granger Management LLC | 5.61% | Add +114.8% | 299,321 | $33.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.33% | Reduce -27.4% | 283,000 | $31.8M |
| Bremer Bank National Association | 6.15% | Reduce -24.6% | 280,030 | $31.5M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -55.3% | 275,963 | $31.0M |
| Factory Mutual Insurance Co. | 0.35% | Reduce -68.3% | 275,000 | $30.9M |
| US Bancorp \de | 0.04% | Add +7.7% | 274,518 | $30.9M |
| Verger Capital Management LLC | 15.14% | Add +0.5% | 264,291 | $29.7M |
| Focus Partners Wealth | 0.10% | Add +107.0% | 260,070 | $29.2M |
| Partners Capital Investment Group, LLP | 0.49% | Reduce -12.4% | 258,412 | $29.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -1.9% | 253,527 | $28.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Reduce -40.8% | 249,823 | $28.1M |
| Oxford Financial Group, LTD. LLC | 1.76% | Reduce -0.8% | 237,614 | $26.7M |
| Federation des caisses Desjardins du Quebec | 0.13% | Add +2640.4% | 223,017 | $25.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +10.3% | 213,652 | $24.0M |
| Ausdal Financial Partners, Inc. | 2.45% | Reduce -1.2% | 204,135 | $22.9M |
| Banco Santander, S.A. | 0.28% | Add +12.3% | 201,137 | $22.6M |
| Waldron Private Wealth LLC | 1.01% | Add +0.6% | 200,042 | $22.5M |
| Nisa Investment Advisors, LLC | 0.14% | New | 200,000 | $22.5M |
| Truist Financial Corp. | 0.03% | Add +0.3% | 191,758 | $21.6M |
| Neuberger Berman Group LLC | 0.02% | Add +0.3% | 188,535 | $21.2M |
| Circle Wealth Management, LLC | 0.49% | Add +0.0% | 187,610 | $21.1M |
| Ayalon Insurance Comp Ltd. | 6.89% | Add +12.4% | 186,026 | $20.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.0% | 184,464 | $20.7M |
| Lido Advisors, LLC | 0.17% | Reduce -0.8% | 182,283 | $20.5M |
| LPL Financial LLC | 0.01% | Reduce -9.9% | 181,365 | $20.4M |
| Polen Capital Management LLC | 0.05% | Add +909.2% | 175,686 | $19.7M |
| Raymond James & Associates | 0.01% | Add +12.8% | 166,940 | $18.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +12.2% | 165,518 | $18.6M |
| Drake & Associates, LLC | 6.34% | Add +1.5% | 157,485 | $17.7M |
| Brass Tax Wealth Management, Inc. | 3.47% | New | 157,485 | $17.7M |
| Susquehanna International Group, LLP | 0.03% | New | 156,301 | $17.6M |
| Cerity Partners LLC | 0.05% | Reduce -1.9% | 151,977 | $17.1M |
| Sentinel Trust Co. Lba | 2.08% | Add +18.3% | 150,293 | $16.9M |
| FMR LLC | 0.00% | Add +180.2% | 142,083 | $16.0M |
| Ieq Capital, LLC | 0.21% | Add +8.0% | 138,407 | $15.6M |
| Centaurus Financial, Inc. | 1.01% | Add +7.4% | 135,031 | $15.2M |
| Bricktown Capital, LLC | 3.05% | Reduce -18.4% | 133,276 | $15.0M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -7.5% | 130,606 | $14.7M |
| Aspiriant, LLC | 0.60% | Reduce -0.4% | 130,493 | $14.7M |
| Wind River Trust Co | 5.59% | Reduce -1.3% | 122,722 | $13.8M |
| Lazard Asset Management LLC | 0.02% | Add +286.7% | 122,167 | $13.7M |
| Ashford Advisors, LLC | 3.32% | Add +0.1% | 120,428 | $13.5M |
| Sycale Advisors (NY) LLC | 4.91% | Add +610.9% | 118,528 | $13.3M |
| Victory Capital Management Inc. | 0.01% | Add +3.5% | 118,225 | $13.3M |
| Captrust Financial Advisors | 0.04% | Reduce -7.7% | 114,641 | $12.9M |
| Gryphon Financial Partners LLC | 1.91% | Reduce -1.8% | 113,415 | $12.7M |
| Sepio Capital, LP | 1.17% | Add +26.1% | 113,079 | $12.7M |
| Allen Investment Management, LLC | 0.15% | Reduce -1.4% | 111,999 | $12.6M |
| Synovus Financial Corp. | 0.17% | Add +314.7% | 111,911 | $12.6M |
| GFS Advisors, LLC | 1.97% | Reduce -100.0% | 50 | $12.2M |
| Gotham Asset Management | 0.15% | No change | 103,203 | $11.6M |
| AlTi Global, Inc. | 0.30% | Add +1.4% | 100,213 | $11.3M |
| Dorsey & Whitney Trust CO LLC | 0.69% | No change | 89,269 | $10.0M |
| Cwm, LLC | 0.05% | Add +3.6% | 88,627 | $10.0M |
| Comerica Bank | 0.04% | Add +5.3% | 87,983 | $9.9M |
| Citigroup Inc. | 0.01% | Add +39.1% | 87,745 | $9.9M |
| PFG Advisors | 0.66% | Add +3.0% | 86,990 | $9.8M |
| VPR Management LLC | 3.62% | No change | 86,200 | $9.7M |
| NYL Investors LLC | 0.69% | Add +2.6% | 86,200 | $9.7M |
| Charter Oak Capital Management, LLC | 1.01% | Reduce -1.4% | 86,159 | $9.7M |
| Renaissance Technologies | 0.02% | Reduce -1.3% | 84,500 | $9.5M |
| Waverly Advisors, LLC | 0.19% | Add +9.6% | 84,164 | $9.5M |
| DT Investment Partners, LLC | 0.83% | Reduce -0.6% | 83,248 | $9.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 2.53% | Add +13.0% | 79,150 | $8.9M |
| SG Americas Securities, LLC | 0.06% | Reduce -43.5% | 77,761 | $8.7M |
| Plan Group Financial, LLC | 5.31% | Add +5.1% | 77,217 | $8.7M |
| Cetera Investment Advisers | 0.02% | Add +7.9% | 74,942 | $8.4M |
| Cromwell Holdings LLC | 4.89% | — | 72,760 | $8.2M |
| Beirne Wealth Consulting Services, LLC | 3.30% | Reduce -0.4% | 72,743 | $8.2M |
| BIP Wealth, LLC | 0.64% | Reduce -18.7% | 69,348 | $7.8M |
| Harding Loevner LP | 0.04% | Add +61.9% | 68,331 | $7.7M |
| Mariner, LLC | 0.01% | Reduce -1.1% | 68,287 | $7.7M |
| Wellington Management Group LLP | 0.00% | Reduce -17.6% | 67,719 | $7.6M |
| Glenmede Trust Co. NA | 0.04% | Reduce -38.6% | 67,492 | $7.6M |
| Stonehearth Capital Management, LLC | 3.23% | Add +0.2% | 67,194 | $7.6M |
| TD Capital Management LLC | 0.79% | Add +0.3% | 67,177 | $7.6M |
| Amplius Wealth Advisors, LLC | 0.83% | Reduce -2.4% | 65,981 | $7.4M |
| WMS Partners, LLC | 0.47% | Reduce -6.6% | 65,455 | $7.4M |
| Wealthspire Advisors, LLC | 0.09% | Add +0.0% | 65,006 | $7.3M |
| Able Wealth Management LLC | 5.96% | Add +1.1% | 64,407 | $7.2M |
| NorthCoast Asset Management LLC | 0.06% | Add +0.4% | 63,317 | $7.1M |
| Financial Management Professionals, Inc. | 0.95% | Add +0.9% | 61,579 | $6.9M |
| Cahaba Wealth Management, Inc. | 0.61% | Add +1.0% | 61,460 | $6.9M |
| Naviter Wealth, LLC | 1.03% | Reduce -11.9% | 61,419 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.6% | 61,373 | $6.9M |
| BluePointe Capital Management, LLC | 4.52% | Reduce -6.5% | 59,911 | $6.7M |
| Zurich Insurance Group Ltd | 0.06% | Add +18.9% | 59,804 | $6.5M |
| Parallel Advisors, LLC | 0.17% | Reduce -0.8% | 58,226 | $6.5M |
| Buckingham Strategic Wealth, LLC | 0.07% | Add +4.8% | 56,570 | $6.4M |
| Jennison Associates LLC | 0.00% | Add +508.5% | 55,692 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.4% | 52,507 | $5.9M |
| Financial Enhancement Group LLC | 0.93% | Reduce -0.3% | 51,542 | $5.8M |
| Leavell Investment Management, Inc. | 0.31% | Reduce -0.1% | 50,275 | $5.7M |
| Prudential Financial Inc. | 0.01% | Add +17.3% | 49,680 | $5.6M |
| Northside Capital Management, LLC | 0.93% | No change | 48,164 | $5.4M |
| Clearstead Advisors, LLC | 0.09% | Add +493.3% | 48,050 | $5.4M |
| Silver Oak Securities, Incorporated | 0.81% | Add +4.4% | 47,895 | $5.4M |
| Madrona Financial Services, LLC | 1.64% | Reduce -2.2% | 47,547 | $5.3M |
| Citadel Advisors | 0.01% | Add +164.1% | 47,258 | $5.3M |
| Peak Financial Management, Inc. | 1.63% | Reduce -2.7% | 46,370 | $5.2M |
| LexAurum Advisors, LLC | 1.27% | Reduce -2.6% | 46,038 | $5.2M |
| Wexford Capital LP | 1.31% | New | 45,980 | $5.2M |
| Sierra Capital LLC | 0.69% | Reduce -37.3% | 45,954 | $5.2M |
| Atria Investments, Inc | 0.07% | Reduce -1.1% | 45,771 | $5.1M |
| Northern Trust Corp. | 0.00% | Add +10.0% | 45,622 | $5.1M |
| Lake Street Advisors Group, LLC | 0.25% | Reduce -0.2% | 45,580 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.8% | 44,994 | $5.1M |
| USAdvisors Wealth Management, LLC | 1.77% | Reduce -5.0% | 44,688 | $5.0M |
| Frank, Rimerman Advisors LLC | 0.35% | No change | 44,400 | $5.0M |
| Sandbox Financial Partners, LLC | 1.87% | Add +5.3% | 43,425 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.0% | 43,414 | $4.9M |
| Millennium Management | 0.00% | New | 42,532 | $4.8M |
| Pinebridge Investments, L.P. | 0.04% | No change | 42,356 | $4.8M |
| Atwater Malick LLC | 1.64% | Add +0.2% | 42,322 | $4.8M |
| PAX Financial Group, LLC | 0.91% | Reduce -5.4% | 41,518 | $4.7M |
| Lee Financial Co | 0.74% | Add +2.4% | 40,227 | $4.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | Add +38.5% | 40,254 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.0% | 39,894 | $4.5M |
| Sand Hill Global Advisors, LLC | 0.20% | Add +2.2% | 39,889 | $4.5M |
| Retirement Income Solutions, Inc. | 1.08% | Reduce -3.5% | 39,847 | $4.5M |
| Moneda S.A. Administradora General de Fondos | 3.13% | Reduce -11.5% | 39,598 | $4.5M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -0.4% | 39,439 | $4.4M |
| Banque Pictet & Cie SA | 0.05% | No change | 39,383 | $4.4M |
| Independent Wealth Network Inc. | 2.04% | Reduce -4.2% | 38,805 | $4.4M |
| Financial Council, LLC | 2.43% | Add +1.1% | 38,719 | $4.4M |
| Creative Planning | 0.00% | Add +0.7% | 38,625 | $4.3M |
| DRW Securities, LLC | 0.26% | New | 37,521 | $4.2M |
| Barings LLC | 0.10% | Reduce -25.1% | 37,085 | $4.2M |
| Ballentine Partners, LLC | 0.08% | No change | 36,673 | $4.1M |
| Arkos Global Advisors | 0.66% | Reduce -7.3% | 36,304 | $4.1M |
| Keel Point, LLC | 0.37% | Add +2.2% | 36,303 | $4.1M |
| CW Advisors, LLC | 0.06% | Reduce -1.1% | 36,134 | $4.1M |
| Debussy Capital Management LP | 1.15% | Reduce -1.2% | 35,965 | $4.0M |
| Managed Asset Portfolios, LLC | 0.59% | Add +40.3% | 35,602 | $4.0M |
| Diversified Trust Co. | 0.11% | Add +8.6% | 35,336 | $4.0M |
| Wescott Financial Advisory Group, LLC | 0.45% | Add +27.9% | 34,681 | $3.9M |
| Clarius Group, LLC | 0.28% | Reduce -21.9% | 34,570 | $3.9M |
| Intergy Private Wealth, LLC | 1.56% | Reduce -0.2% | 33,737 | $3.8M |
| MainStreet Investment Advisors LLC | 0.44% | Reduce -8.9% | 32,299 | $3.6M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Reduce -6.8% | 32,299 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +12.3% | 32,267 | $3.6M |
| Bluespring Wealth Management, LLC | 0.39% | Reduce -1.3% | 32,017 | $3.6M |
| Unique Wealth, LLC | 0.94% | Add +113.5% | 31,818 | $3.6M |
| Two Sigma Securities, LLC | 0.17% | New | 31,681 | $3.6M |
| BSW Wealth Partners | 0.58% | Reduce -0.7% | 31,643 | $3.6M |
| Sageworth Trust Co of South Dakota | 5.13% | No change | 31,062 | $3.5M |
| Well Done, LLC | 0.72% | Reduce -4.3% | 31,031 | $3.5M |
| Saranac Partners Ltd | 2.01% | Reduce -13.4% | 30,000 | $3.4M |
| Altrafin AG | 1.23% | Reduce -81.7% | 29,500 | $3.3M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.5% | 29,160 | $3.3M |
| Battery Global Advisors, LLC | 2.10% | Add +2789.3% | 72,291 | $3.2M |
| Pinnacle Associates Ltd. | 0.05% | Add +0.5% | 28,071 | $3.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.32% | Add +0.5% | 27,749 | $3.1M |
| YHB Investment Advisors, Inc. | 0.27% | Reduce -6.0% | 27,650 | $3.1M |
| St. Louis Trust Co | 0.47% | Add +0.1% | 27,514 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -80.7% | 27,400 | $3.1M |
| Shepherd Kaplan Krochuk, LLC | 2.42% | Add +0.0% | 27,294 | $3.1M |
| Signaturefd, LLC | 0.06% | Reduce -0.3% | 27,138 | $3.1M |
| Advisor OS, LLC | 0.33% | New | 26,762 | $3.0M |
| Quadrant Capital Group LLC | 0.21% | Reduce -4.8% | 25,669 | $2.9M |
| Waddell & Associates, LLC | 0.38% | Reduce -0.3% | 25,518 | $2.9M |
| Marex Group Ltd | 0.08% | No change | 25,120 | $2.8M |
| RFP Financial Group LLC | 1.04% | Add +0.3% | 24,920 | $2.8M |
| Wick Capital Partners, LLC | 0.96% | New | 24,661 | $2.8M |
| Austin Wealth Management, LLC | 0.64% | Reduce -0.6% | 23,764 | $2.7M |
| Capital World Investors | 0.00% | Reduce -11.4% | 23,748 | $2.7M |
| Saxony Capital Management, LLC | 2.92% | Reduce -23.1% | 23,675 | $2.7M |
| Klaas Financial Asset Advisors, LLC | 0.49% | Reduce -3.6% | 23,572 | $2.6M |
| Veltria Advisors Corp. | 0.94% | Add +0.8% | 23,300 | $2.6M |
| Arcus Capital Partners, LLC | 1.01% | Reduce -0.9% | 23,221 | $2.6M |
| Simplicity Wealth,LLC | 0.06% | Add +0.1% | 23,119 | $2.6M |
| Franklin Resources Inc. | 0.00% | Add +2.7% | 23,043 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +5.8% | 22,499 | $2.5M |
| RDA Financial Network | 0.82% | Reduce -3.4% | 22,257 | $2.5M |
| Hirtle & Co., LLC | 0.13% | Reduce -15.8% | 22,137 | $2.5M |
| PFW Advisors LLC | 0.78% | Add +5.1% | 21,813 | $2.5M |
| Ameritas Advisory Services, LLC | 0.09% | Add +0.6% | 21,728 | $2.4M |
| HB Wealth Management, LLC | 0.03% | Add +2.7% | 21,649 | $2.4M |
| Brighton Jones LLC | 0.08% | Add +1.5% | 21,584 | $2.4M |
| Rothschild & Co Wealth Management UK Ltd | 0.04% | Add +1.9% | 21,218 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Reduce -0.1% | 20,639 | $2.3M |
| Voya Investment Management LLC | 0.00% | Reduce -57.9% | 20,041 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.9% | 19,769 | $2.2M |
| Aries Wealth Management | 0.70% | Add +3.2% | 19,755 | $2.2M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -0.6% | 19,332 | $2.2M |
| MAI Capital Management | 0.02% | Reduce -5.6% | 19,096 | $2.1M |
| Callan Family Office, LLC | 0.41% | No change | 18,980 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.1% | 18,976 | $2.1M |
| CKW Financial Group | 0.27% | Reduce -1.8% | 18,766 | $2.1M |
| Fund Evaluation Group, LLC | 0.13% | Reduce -1.2% | 18,777 | $2.1M |
| Axiom Advisory, LLC | 0.02% | New | 18,649 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +2.6% | 18,212 | $2.0M |
| Fsa Wealth Partners, Inc. | 0.55% | New | 17,759 | $2.0M |
| Wolf Group Capital Advisors | 0.78% | Reduce -25.8% | 17,715 | $2.0M |
| Schroder Investment Management Group | 0.00% | Reduce -8.4% | 17,505 | $2.0M |
| All Season Financial Advisors, Inc. | 1.78% | Add +41.5% | 17,473 | $2.0M |
| John W. Brooker & Co., CPAs | 0.98% | Reduce -3.4% | 17,469 | $2.0M |
| Mayo Clinic | 64.41% | No change | 17,359 | $2.0M |
| Catalyst Private Wealth, LLC | 1.02% | Reduce -17.7% | 17,140 | $1.9M |
| Pictet North America Advisors SA | 0.20% | No change | 16,595 | $1.9M |
| Faithward Advisors, LLC | 0.34% | New | 16,547 | $1.9M |
| AMG National Trust Bank | 0.05% | Add +5.0% | 16,442 | $1.8M |
| Strategic Blueprint, LLC | 0.12% | Reduce -4.5% | 16,315 | $1.8M |
| Planning Capital Management Corp | 1.29% | Reduce -7.1% | 16,256 | $1.8M |
| Roth Financial Partners LLC | 0.78% | No change | 16,108 | $1.8M |
| Midwest Heritage Bank, FSB | 0.90% | Add +8.7% | 15,817 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.18% | Reduce -0.8% | 15,339 | $1.7M |
| Clarus Wealth Advisors | 0.91% | New | 14,794 | $1.7M |
| SYM FINANCIAL Corp | 0.27% | Reduce -0.5% | 15,171 | $1.7M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +1.9% | 15,144 | $1.7M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -1.1% | 15,072 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +1.2% | 14,827 | $1.7M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 14,810 | $1.7M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -2.2% | 14,766 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.2% | 14,761 | $1.7M |
| Nottingham Advisors, Inc. | 0.20% | Reduce -0.5% | 14,669 | $1.6M |
| Haverford Trust Co | 0.02% | No change | 14,562 | $1.6M |
| Pure Financial Advisors, LLC | 0.05% | Add +10.4% | 14,501 | $1.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.8% | 14,412 | $1.6M |
| Astoria Strategic Wealth, Inc. | 0.50% | Reduce -3.5% | 14,323 | $1.6M |
| Financial Advocates Investment Management | 0.10% | Reduce -10.2% | 14,191 | $1.6M |
| Scotia Capital Inc. | 0.01% | Add +0.2% | 14,187 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 14,000 | $1.6M |
| Edgestream Partners, L.P. | 0.07% | Add +6.2% | 13,869 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -30.1% | 13,822 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -99.1% | 13,826 | $1.6M |
| Arlington Trust Co LLC | 0.37% | Reduce -21.4% | 13,811 | $1.6M |
| Greystone Financial Group, LLC | 0.29% | Add +5.8% | 13,414 | $1.5M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -11.3% | 13,271 | $1.5M |
| Sunflower Bank, N.A. | 0.35% | Reduce -9.4% | 13,177 | $1.5M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -13.4% | 13,160 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +36.6% | 12,917 | $1.5M |
| K.J. Harrison & Partners Inc | 0.24% | Add +10.2% | 12,869 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -22.5% | 12,810 | $1.4M |
| Activest Wealth Management | 0.47% | Reduce -48.1% | 12,760 | $1.4M |
| Great Waters Wealth Management | 0.22% | Reduce -5.3% | 12,607 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.1% | 12,574 | $1.4M |
| Angeles Investment Advisors, LLC | 0.07% | No change | 12,500 | $1.4M |
| Empirical Finance, LLC | 0.09% | No change | 12,489 | $1.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | Reduce -9.2% | 12,488 | $1.4M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -3.8% | 12,460 | $1.4M |
| Thrive Capital Management, LLC | 0.63% | New | 12,346 | $1.4M |
| Old National Bancorp | 0.03% | Reduce -9.3% | 12,296 | $1.4M |
| Institutional & Family Asset Management, LLC | 0.21% | No change | 12,288 | $1.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Add +0.0% | 12,275 | $1.4M |
| G&S Capital LLC | 0.60% | New | 11,845 | $1.4M |
| Choreo, LLC | 0.02% | Add +11.5% | 12,082 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | No change | 12,005 | $1.3M |
| Citizens Financial Group Inc. | 0.03% | New | 11,920 | $1.3M |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -67.8% | 11,873 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 11,602 | $1.3M |
| Community Bank, N.A. | 0.17% | No change | 11,500 | $1.3M |
| Evergreen Capital Management LLC | 0.05% | No change | 11,500 | $1.3M |
| TFO Wealth Partners, LLC | 0.25% | Add +0.8% | 11,424 | $1.3M |
| KCM Investment Advisors LLC | 0.05% | No change | 11,155 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +37.1% | 11,140 | $1.3M |
| Montecito Bank & Trust | 0.25% | No change | 10,968 | $1.2M |
| Alhambra Investment Management LLC | 0.66% | Add +42.9% | 10,763 | $1.2M |
| Cassia Capital Partners, LLC | 0.80% | Reduce -7.1% | 10,760 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.47% | Reduce -0.1% | 10,707 | $1.2M |
| Berkshire Asset Management LLC | 0.06% | No change | 10,556 | $1.2M |
| Brightwater Advisory LLC | 0.91% | Reduce -43.0% | 10,469 | $1.2M |
| IMC-Chicago, LLC | 0.04% | New | 10,464 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.2% | 10,226 | $1.2M |
| Cherrydale Wealth Management, LLC | 0.51% | Add +0.8% | 10,381 | $1.2M |
| Atlas Capital Advisors Inc. | 0.15% | Add +36.8% | 10,361 | $1.2M |
| Fiduciary Trust Co | 0.02% | Add +0.1% | 10,196 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.49% | Reduce -1.1% | 10,185 | $1.1M |
| Causeway Capital Management LLC | 0.03% | Add +34.2% | 10,175 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -0.4% | 10,135 | $1.1M |
| Choate Investment Advisors | 0.03% | No change | 10,058 | $1.1M |
| JMG Financial Group, Ltd. | 0.04% | No change | 10,000 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 10,000 | $1.1M |
| Stonebrook Private Inc. | 0.32% | Add +0.8% | 9,831 | $1.1M |
| Brandywine Trust Co. | 0.18% | No change | 9,746 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +10.3% | 9,713 | $1.1M |
| Columbus Macro, LLC | 0.42% | Reduce -1.0% | 9,461 | $1.1M |
| Mycio Wealth Partners, LLC | 0.28% | No change | 9,599 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Add +13.5% | 9,528 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.12% | No change | 9,492 | $1.1M |
| Insigneo Advisory Services, LLC | 0.12% | Add +5.6% | 9,781 | $1.0M |
| Capital Research Global Investors | 0.00% | Reduce -7.3% | 9,311 | $1.0M |
| NTV Asset Management LLC | 0.15% | Add +5.6% | 9,316 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.39% | No change | 9,066 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +0.6% | 8,990 | $1.0M |
| SVB Wealth LLC | 0.02% | Reduce -2.3% | 8,942 | $1.0M |
| Sage Advisory Services, Ltd.Co. | 0.28% | No change | 8,841 | $994K |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.0% | 8,842 | $994K |
| FinTrust Capital Advisors, LLC | 0.18% | No change | 8,785 | $987K |
| Blair William & Co. | 0.00% | Add +2.0% | 8,629 | $970K |
| NavPoint Financial, Inc. | 0.84% | Add +0.8% | 8,572 | $964K |
| Steele Capital Management, Inc. | 0.05% | No change | 8,510 | $957K |
| Lanark Financial, Inc. | 0.09% | Reduce -0.3% | 8,502 | $955K |
| AlphaStar Capital Management, LLC | 0.09% | Add +20.5% | 8,307 | $934K |
| Becker Capital Management Inc. | 0.03% | No change | 8,300 | $933K |
| Sonoma Private Wealth LLC | 1.51% | No change | 8,260 | $928K |
| Sheets Smith Wealth Management | 0.11% | Add +6.4% | 8,251 | $927K |
| Prospect Financial Services LLC | 0.71% | Add +0.8% | 8,243 | $926K |
| Private Advisor Group, LLC | 0.01% | Add +4.1% | 8,202 | $922K |
| GenTrust, LLC | 0.05% | Add +0.7% | 7,785 | $875K |
| Credit Agricole S A | 0.01% | Add +774300.0% | 7,744 | $870K |
| Wealth Architects, LLC | 0.11% | No change | 7,740 | $870K |
| Avestar Capital, LLC | 0.10% | No change | 7,700 | $865K |
| Sharkey, Howes & Javer | 0.14% | Reduce -81.5% | 7,595 | $854K |
| Sfmg, LLC | 0.07% | No change | 7,592 | $853K |
| Merit Financial Group, LLC | 0.02% | Reduce -7.4% | 7,580 | $852K |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 7,548 | $848K |
| Commerce Bank | 0.01% | No change | 7,456 | $838K |
| Fulcrum Equity Management | 0.74% | Add +72.5% | 7,378 | $829K |
| Criterion Capital Advisors, LLC | 0.52% | No change | 7,300 | $821K |
| Fifth Third Wealth Advisors LLC | 0.06% | No change | 7,300 | $821K |
| Whittier Trust Co. | 0.01% | Reduce -3.3% | 7,272 | $817K |
| Modus Advisors, LLC | 0.29% | No change | 7,262 | $816K |
| New Republic Capital, LLC | 0.41% | Reduce -2.2% | 7,246 | $814K |
| Mather Group, Llc. | 0.01% | Add +57.6% | 7,336 | $808K |
| Tudor Investment Corporation | 0.01% | New | 7,184 | $807K |
| Archford Capital Strategies, LLC | 0.13% | Add +75.5% | 7,169 | $806K |
| Kelman-Lazarov, Inc. | 0.15% | New | 7,140 | $803K |
| Sanctuary Advisors, LLC | 0.01% | — | 7,423 | $797K |
| St Germain D J Co. Inc. | 0.04% | No change | 6,968 | $783K |
| WestEnd Advisors, LLC | 0.02% | Reduce -68.4% | 6,894 | $775K |
| Savant Capital, LLC | 0.01% | Add +16.4% | 6,892 | $775K |
| Ifrah Financial Services, Inc. | 0.22% | Reduce -2.3% | 6,850 | $770K |
| Kestra Advisory Services, LLC | 0.00% | Add +130.0% | 7,689 | $769K |
| Lee Danner & Bass Inc. | 0.06% | — | 6,672 | $750K |
| Prio Wealth Limited Partnership | 0.02% | No change | 6,626 | $745K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -13.2% | 6,597 | $742K |
| Apeiron RIA LLC | 0.23% | No change | 6,560 | $737K |
| Trek Financial, LLC | 0.06% | No change | 6,546 | $736K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -11.9% | 6,390 | $718K |
| Bailard, Inc. | 0.02% | Reduce -0.1% | 6,363 | $715K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Add +179.6% | 6,269 | $705K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +187.2% | 6,161 | $693K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -51.3% | 6,116 | $687K |
| SCS Capital Management LLC | 0.01% | Add +31.5% | 6,101 | $686K |
| Ballew Advisors, Inc | 0.45% | No change | 5,888 | $683K |
| Highland Capital Management, LLC | 0.04% | No change | 6,040 | $679K |
| Patten Group, Inc. | 0.16% | No change | 6,008 | $675K |
| Advisory Alpha, LLC | 0.03% | Add +0.1% | 5,997 | $674K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +0.5% | 5,969 | $671K |
| Quantinno Capital Management LP | 0.01% | Reduce -3.9% | 5,918 | $665K |
| Vident Advisory, LLC | 0.02% | Add +0.0% | 5,869 | $660K |
| Cambiar Investors LLC | 0.03% | Add +8.5% | 5,864 | $659K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 5,828 | $655K |
| Quantitative Strategies, Inc. | 0.37% | Reduce -3.7% | 5,789 | $651K |
| Sigma Planning Corp | 0.02% | Reduce -5.0% | 5,787 | $650K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +4.0% | 5,751 | $646K |
| Strategic Financial Partners, Ltd. | 0.36% | No change | 5,745 | $646K |
| Balentine LLC | 0.03% | Reduce -83.1% | 5,654 | $635K |
| Gries Financial LLC | 0.13% | No change | 5,575 | $627K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -50.5% | 5,571 | $626K |
| Snowden Capital Advisors LLC | 0.02% | No change | 5,520 | $620K |
| Magnus Financial Group LLC | 0.07% | Add +0.0% | 5,518 | $620K |
| Wintrust Investments LLC | 0.05% | Add +35.8% | 5,500 | $618K |
| Altfest L J & Co. Inc. | 0.08% | Add +0.1% | 5,462 | $614K |
| Eight 31 Financial, LLC | 0.47% | Add +17.6% | 5,434 | $611K |
| Evolution Wealth Advisors, LLC | 0.12% | Add +0.1% | 5,431 | $610K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 5,400 | $607K |
| Aaron Wealth Advisors LLC | 0.08% | No change | 5,366 | $603K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Add +4.5% | 5,330 | $599K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.8% | 5,309 | $597K |
| GDS Wealth Management | 0.07% | Reduce -0.8% | 5,281 | $594K |
| Alpha Cubed Investments, LLC | 0.03% | Add +88.7% | 5,212 | $586K |
| Mutual Advisors, LLC | 0.02% | No change | 5,192 | $585K |
| New York Life Investment Management LLC | 0.01% | Add +6.9% | 5,143 | $578K |
| Trexquant Investment LP | 0.01% | New | 5,122 | $576K |
| Summit Wealth Partners, LLC | 0.12% | No change | 5,113 | $575K |
| Transcend Capital Advisors, LLC | 0.04% | New | 5,113 | $575K |
| Bellwether Advisors, LLC | 0.12% | Add +6.5% | 4,978 | $560K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -7.4% | 4,941 | $555K |
| Rather & Kittrell, Inc. | 0.15% | No change | 4,881 | $549K |
| Baird Financial Group, Inc. | 0.00% | Add +7.6% | 4,758 | $535K |
| Courage Miller Partners, LLC | 0.19% | No change | 4,750 | $534K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.3% | 4,752 | $534K |
| Apella Capital, LLC | 0.02% | Add +0.4% | 4,649 | $533K |
| LVW Advisors, LLC | 0.08% | Reduce -11.6% | 4,705 | $529K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +35.6% | 4,679 | $526K |
| New Capital Management LP | 0.16% | No change | 4,648 | $522K |
| Hemington Wealth Management | 0.18% | Reduce -0.5% | 4,640 | $521K |
| First Citizens Asset Management, Inc. | 0.19% | Reduce -2.9% | 4,626 | $520K |
| HRT Financial LP | 0.00% | New | 4,606 | $517K |
| Syntegra Private Wealth Group, LLC | 0.07% | Reduce -1.5% | 4,565 | $513K |
| RFG Advisory, LLC | 0.02% | Reduce -1.5% | 4,506 | $506K |
| Naples Global Advisors, LLC | 0.05% | No change | 4,485 | $504K |
| Accurate Wealth Management, LLC | 0.12% | No change | 4,312 | $500K |
| Rovin Capital /Ut/ | 0.21% | No change | 4,422 | $497K |
| Regatta Capital Group, LLC | 0.11% | Add +0.1% | 4,371 | $491K |
| Capasso Planning Partners LLC | 0.16% | Add +15.2% | 4,325 | $486K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.5% | 4,217 | $474K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,200 | $472K |
| Common Fund for Nonprofit Organizations | 0.06% | New | 4,170 | $469K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.8% | 4,151 | $467K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.8% | 4,151 | $467K |
| Edge Capital Group, LLC | 0.02% | Add +0.1% | 4,140 | $465K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.8% | 4,083 | $459K |
| Americana Partners, LLC | 0.04% | Add +9.3% | 4,078 | $458K |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -0.8% | 4,032 | $453K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +77.3% | 4,019 | $452K |
| Belpointe Asset Management LLC | 0.03% | Add +0.8% | 3,995 | $449K |
| SpiderRock Advisors, LLC | 0.01% | No change | 3,990 | $448K |
| ONE Advisory Partners, LLC | 0.21% | No change | 3,966 | $446K |
| Phoenix Financial Ltd. | 0.01% | Reduce -31.7% | 3,954 | $446K |
| GR Financial Group, LLC | 0.10% | Reduce -4.4% | 3,959 | $445K |
| Provenance Wealth Advisors, LLC | 0.06% | Add +20.4% | 3,934 | $442K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +1.9% | 3,934 | $442K |
| Essex Financial Services, Inc. | 0.03% | Reduce -2.3% | 3,924 | $432K |
| LGT Financial Advisors LLC | 0.90% | Reduce -1.4% | 3,797 | $427K |
| JFG Wealth Management, LLC | 0.12% | Reduce -8.4% | 3,783 | $425K |
| Advisory Services Network, LLC | 0.01% | Add +0.8% | 3,782 | $425K |
| Rain Capital Management, LLC | 0.30% | No change | 3,818 | $424K |
| Clearview Wealth Advisors LLC | 0.37% | No change | 3,742 | $421K |
| Winthrop Advisory Group LLC | 0.06% | Reduce -0.2% | 3,739 | $420K |
| Client 1ST Advisory Group, LLC | 0.18% | No change | 3,734 | $420K |
| Cape Ann Savings Bank | 0.26% | No change | 3,713 | $417K |
| Stephens Inc. | 0.01% | No change | 3,707 | $417K |
| Arden Trust Co | 0.06% | No change | 3,567 | $401K |
| Fiducient Advisors LLC | 0.06% | Reduce -1.5% | 3,558 | $400K |
| IFP Advisors, Inc | 0.02% | Reduce -46.6% | 3,549 | $399K |
| UMB Bank, n.a. | 0.01% | No change | 3,520 | $396K |
| Hancock Whitney Corp. | 0.01% | No change | 3,485 | $392K |
| Advisory Research Inc. | 0.07% | Add +34.3% | 3,482 | $391K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +10.2% | 3,413 | $384K |
| Hoxton Planning & Management, LLC | 0.18% | Reduce -17.9% | 3,365 | $378K |
| Garde Capital, Inc. | 0.03% | Add +0.0% | 3,344 | $376K |
| GTS Securities LLC | 0.01% | Add +21.6% | 3,305 | $371K |
| Flputnam Investment Management Co. | 0.01% | Add +1.4% | 3,287 | $369K |
| Cyr Financial Inc. | 0.37% | — | 3,273 | $368K |
| High Probability Advisors, LLC | 0.07% | No change | 3,253 | $366K |
| Modera Wealth Management, LLC | 0.01% | No change | 3,244 | $365K |
| Hamilton Wealth, LLC | 0.10% | Reduce -1.6% | 3,221 | $362K |
| Greenup Street Wealth Management LLC | 0.09% | No change | 3,216 | $361K |
| Y.D. More Investments Ltd | 0.04% | Reduce -4.2% | 3,201 | $359K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -37.5% | 3,163 | $356K |
| Burke & Herbert Bank & Trust Co. | 0.09% | New | 3,127 | $351K |
| GM Advisory Group, LLC | 0.02% | Add +0.5% | 3,125 | $351K |
| Northwest Wealth Management, LLC | 0.09% | Reduce -9.1% | 3,118 | $350K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.4% | 3,023 | $340K |
| Cordgrass Capital Advisors, LLC | 0.11% | No change | 3,000 | $337K |
| Blue Edge Capital, LLC | 0.06% | Add +0.7% | 2,978 | $335K |
| Regal Investment Advisors LLC | 0.02% | Add +2.6% | 2,906 | $327K |
| Rossmore Private Capital | 0.04% | No change | 2,900 | $326K |
| Country Club Bank | 0.02% | No change | 2,890 | $325K |
| Keybank National Association | 0.00% | No change | 2,887 | $324K |
| Sequent Asset Management, LLC | 0.16% | No change | 2,873 | $323K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 2,853 | $321K |
| Oak Family Advisors, LLC | 0.12% | New | 2,828 | $318K |
| Redwood Investment Management, LLC | 0.03% | New | 2,825 | $317K |
| Spire Wealth Management | 0.01% | Add +0.0% | 2,813 | $316K |
| Rathbones Group PLC | 0.00% | New | 2,807 | $316K |
| TKG Advisors, LLC | 0.17% | New | 2,794 | $314K |
| Prospera Financial Services Inc | 0.01% | Reduce -28.4% | 2,772 | $312K |
| Orin Green Financial, LLC | 0.14% | New | 2,759 | $310K |
| Dana Investment Advisors, Inc. | 0.01% | Add +9.6% | 2,757 | $310K |
| Portland Global Advisors LLC | 0.04% | No change | 2,726 | $306K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 2,642 | $306K |
| Global Strategic Investment Solutions, LLC | 0.04% | No change | 2,717 | $305K |
| Trivium Point Advisory, LLC | 0.05% | No change | 2,703 | $304K |
| Belmont Capital, LLC | 0.06% | Reduce -41.8% | 2,697 | $303K |
| Friedenthal Financial | 0.19% | Reduce -2.1% | 2,662 | $299K |
| Weil Company, Inc. | 0.11% | No change | 2,645 | $297K |
| Essex Bank | 0.08% | Reduce -10.9% | 2,635 | $296K |
| Ascentis Independent Advisors | 0.06% | — | 2,628 | $295K |
| Sivia Capital Partners, LLC | 0.20% | Reduce -32.6% | 2,618 | $294K |
| Tiaa Trust, National Association | 0.00% | New | 2,610 | $293K |
| Brand Asset Management Group, Inc. | 0.12% | No change | 2,605 | $293K |
| Ruggaard & Associates LLC | 0.13% | No change | 2,593 | $291K |
| MayTech Global Investments, LLC | 0.04% | New | 2,582 | $290K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 2,579 | $290K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.6% | 2,567 | $289K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 2,550 | $287K |
| Ironwood Wealth Management, LLC. | 0.09% | Add +25.0% | 2,544 | $286K |
| Navellier & Associates Inc. | 0.03% | New | 2,510 | $282K |
| Seven Post Investment Office LP | 0.05% | No change | 2,488 | $280K |
| Sapient Capital LLC | 0.01% | No change | 2,466 | $277K |
| RPg Family Wealth Advisory, LLC | 0.09% | No change | 2,450 | $275K |
| Modern Wealth Management, LLC | 0.02% | Reduce -6.3% | 2,430 | $273K |
| Heritage Wealth Management, LLC | 0.15% | Reduce -1.8% | 2,420 | $272K |
| Heritage Family Offices, LLP | 0.15% | — | 2,420 | $272K |
| Provident Wealth Management, LLC | 0.10% | No change | 2,417 | $272K |
| Secured Retirement Advisors, LLC | 0.21% | Reduce -3.6% | 2,414 | $271K |
| Highlander Partners, L.P. | 0.18% | No change | 2,360 | $265K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,306 | $259K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 2,290 | $257K |
| AA Financial Advisors, LLC | 0.09% | No change | 2,274 | $256K |
| PDS Planning, Inc | 0.03% | No change | 2,222 | $250K |
| Prelude Capital Management, LLC | 0.02% | New | 2,220 | $250K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,220 | $250K |
| Eagle Strategies LLC | 0.05% | New | 2,213 | $249K |
| Dentgroup LLC | 0.20% | Add +0.1% | 2,172 | $244K |
| Grayhawk Investment Strategies Inc. | 1.10% | Reduce -4.0% | 2,150 | $242K |
| Maryland Capital Advisors Inc. | 0.13% | No change | 2,130 | $239K |
| Visionary Wealth Advisors | 0.02% | Reduce -3.2% | 2,118 | $238K |
| Crewe Advisors LLC | 0.03% | No change | 2,111 | $237K |
| McNamara Financial Services, Inc. | 0.05% | New | 2,100 | $236K |
| Traveka Wealth, LLC | 0.12% | No change | 2,096 | $236K |
| M&T Bank Corp | 0.00% | No change | 2,090 | $235K |
| Inscription Capital, LLC | 0.04% | No change | 2,082 | $234K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,077 | $233K |
| Veridan Wealth LLC | 0.09% | — | 1,809 | $233K |
| Mgo One Seven LLC | 0.01% | New | 2,062 | $232K |
| Bank Hapoalim BM | 0.03% | Add +0.5% | 2,027 | $228K |
| Rehmann Capital Advisory Group | 0.02% | No change | 2,011 | $226K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | Add +1.5% | 2,007 | $226K |
| Elevatus Welath Management | 0.08% | No change | 2,006 | $225K |
| Port Capital LLC | 0.01% | No change | 2,000 | $225K |
| Smith Anglin Financial, LLC | 0.02% | Reduce -5.1% | 1,999 | $225K |
| Westmount Partners, LLC | 0.07% | Add +0.8% | 1,995 | $225K |
| CPC Advisors, LLC | 0.04% | Reduce -0.4% | 1,998 | $225K |
| Princeton Global Asset Management LLC | 0.05% | No change | 1,989 | $224K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,985 | $223K |
| Leuthold Group, LLC | 0.03% | Reduce -0.1% | 1,931 | $217K |
| Regis Acquisition Inc. | 0.13% | No change | 1,927 | $217K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -17.9% | 1,921 | $216K |
| Blue Chip Partners, LLC | 0.02% | Reduce -1.0% | 1,901 | $214K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 1,848 | $208K |
| Emory University | 0.13% | No change | 1,817 | $204K |
| AQR Capital Management | 0.00% | New | 1,814 | $204K |
| Cidel Asset Management Inc. | 0.02% | Reduce -0.6% | 1,809 | $203K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 1,799 | $202K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $202K |
| Bison Wealth, LLC | 0.03% | No change | 1,828 | $201K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 1,783 | $200K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.5% | 1,681 | $189K |
| WCM Investment Management, LLC | 0.00% | New | 1,639 | $185K |
| Allworth Financial LP | 0.00% | Add +13.2% | 1,622 | $184K |
| Private Trust Co. NA | 0.02% | No change | 1,634 | $184K |
| Silicon Valley Capital Partners | 0.02% | New | 1,595 | $179K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 1,452 | $163K |
| Bank of New Hampshire | 0.04% | No change | 1,339 | $150K |
| Solstein Capital, LLC | 0.09% | No change | 1,281 | $144K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.8% | 1,264 | $142K |
| GeoWealth Management, LLC | 0.01% | No change | 1,201 | $135K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,195 | $134K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +0.5% | 1,168 | $131K |
| Manchester Capital Management LLC | 0.02% | New | 1,158 | $130K |
| Macroview Investment Management LLC | 0.14% | Add +257.1% | 1,150 | $129K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -0.3% | 1,131 | $127K |
| Valley National Advisers Inc. | 0.02% | No change | 1,044 | $117K |
| Gould Capital, LLC | 0.08% | Add +13.5% | 1,009 | $113K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 1,001 | $113K |
| Jones Financial Companies LLLP | 0.00% | New | 984 | $111K |
| Birchbrook, Inc. | 0.07% | No change | 979 | $110K |
| Cedar Wealth Management, LLC | 0.04% | No change | 965 | $108K |
| Christopher J. Hasenberg, Inc | 0.05% | Add +7.0% | 931 | $105K |
| Lynx Investment Advisory | 0.07% | — | 875 | $98K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 850 | $96K |
| HighMark Wealth Management LLC | 0.06% | Add +0.8% | 846 | $95K |
| Castleview Partners, LLC | 0.05% | Add +0.8% | 843 | $95K |
| IAG Wealth Partners, LLC | 0.02% | New | 779 | $88K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +0.7% | 742 | $83K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -87.7% | 714 | $81K |
| Quent Capital, LLC | 0.01% | No change | 697 | $78K |
| BigSur Wealth Management LLC | 0.02% | No change | 600 | $67K |
| CVA Family Office, LLC | 0.01% | No change | 594 | $67K |
| Syntrinsic LLC | 0.02% | Add +0.9% | 586 | $66K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -0.9% | 576 | $65K |
| MidAtlantic Capital Management, Inc. | 0.05% | No change | 562 | $63K |
| Spotlight Asset Group, Inc. | 0.04% | Add +57.1% | 550 | $62K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -15.1% | 533 | $60K |
| CNB Bank | 0.03% | No change | 500 | $56K |
| Element Wealth, LLC | 0.03% | Add +0.6% | 484 | $54K |
| Anchor Investment Management, LLC | 0.01% | No change | 462 | $52K |
| TD Private Client Wealth LLC | 0.00% | New | 436 | $49K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 344 | $39K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +5.9% | 341 | $38K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 340 | $38K |
| HM Payson & Co. | 0.00% | No change | 325 | $37K |
| Headlands Technologies LLC | 0.00% | Reduce -89.7% | 324 | $36K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -29.3% | 307 | $35K |
| Morris Financial Concepts, Inc. | 0.02% | Add +2.7% | 307 | $34K |
| American Capital Advisory, LLC | 0.02% | Reduce -11.3% | 329 | $34K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +4.9% | 259 | $29K |
| Continuum Advisory, LLC | 0.00% | New | 247 | $28K |
| Breakwater Investment Management | 0.01% | No change | 232 | $26K |
| DB Fitzpatrick & Co, Inc | 0.02% | Reduce -21.8% | 230 | $26K |
| Westside Investment Management, Inc. | 0.01% | No change | 205 | $23K |
| McIlrath & Eck, LLC | 0.00% | Add +516.7% | 185 | $21K |
| Family Asset Management, LLC | 0.01% | No change | 180 | $20K |
| Winch Advisory Services, LLC | 0.01% | Add +0.6% | 178 | $20K |
| Main Street Group, LTD | 0.01% | No change | 170 | $19K |
| Dunhill Financial, LLC | 0.01% | Add +16.0% | 167 | $19K |
| Joseph Group Capital Management | 0.01% | No change | 160 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +0.8% | 126 | $14K |
| Avior Wealth Management, LLC | 0.00% | Reduce -2.5% | 119 | $13K |
| West Paces Advisors Inc. | 0.00% | Reduce -99.8% | 111 | $13K |
| Venturi Wealth Management, LLC | 0.00% | No change | 106 | $12K |
| Acima Private Wealth, LLC | 0.00% | New | 106 | $12K |
| Monetary Management Group Inc. | 0.00% | No change | 100 | $11K |
| SJS Investment Consulting Inc. | 0.00% | No change | 95 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 91 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 85 | $10K |
| Private Ocean, LLC | 0.00% | No change | 85 | $10K |
| Paladin Advisory Group, LLC | 0.01% | Add +1.3% | 79 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 76 | $9K |
| 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% | No change | 68 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 63 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Add +103.3% | 61 | $7K |
| Sandy Spring Bank | 0.00% | No change | 60 | $7K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +110.7% | 59 | $7K |
| Sachetta, LLC | 0.00% | Reduce -94.3% | 59 | $7K |
| Ridgewood Investments LLC | 0.00% | New | 58 | $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 |
| Balefire, LLC | 0.00% | New | 43 | $5K |
| Trivant Custom Portfolio Group, LLC | 0.00% | Reduce -70.8% | 40 | $4K |
| Clear Investment Research, LLC | 0.01% | No change | 35 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 33 | $4K |
| Operose Advisors LLC | 0.00% | No change | 30 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 30 | $3K |
| Annapolis Financial Services, LLC | 0.00% | No change | 28 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 27 | $3K |
| Richard Bernstein Advisors LLC | 0.00% | No change | 27 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | New | 24 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5 | $571 |
| Horizon Investments, LLC | 0.00% | No change | 2 | $225 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $135 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $118 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $111 |
| 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.