iShares MSCI Acwi ETFACWIETF
13F holders, Q3 2024 (September 30)672holders −11
37new positions
40sold out
5famous investors
$119.54avg. 13F price*
At the end of Q3 2024, 672 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, down 11 from Q2 2024. 37 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($898.3M), Johns Hopkins University ($743.2M) and Bank of America Corp. ($446.4M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares MSCI Acwi ETF
- CUSIP
- 464288257
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $157.5M |
| Exits | 40 | $350.2M |
All 13F filers, Q2 2024 → Q3 2024: 6,894,580 shares bought and 21,583,459 shares sold, net −14,688,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 672 holders
| Morgan Stanley | 0.07% | Reduce -4.3% | 7,513,710 | $898.3M |
| Johns Hopkins University | 27.85% | Add +4.7% | 6,216,366 | $743.2M |
| Bank of America Corp. | 0.04% | Add +0.1% | 3,734,046 | $446.4M |
| MKP Capital Management, L.L.C. | 32.12% | Add +79.6% | 2,939,825 | $351.5M |
| BNP Paribas Financial Markets | 0.28% | Reduce -56.8% | 2,380,636 | $284.6M |
| P/E Global LLC | 69.96% | Reduce -7.0% | 2,114,876 | $252.8M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -10.1% | 1,854,347 | $221.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 6.02% | Reduce -12.5% | 1,796,639 | $214.8M |
| Sageworth Trust Co | 12.50% | No change | 1,753,402 | $209.6M |
| ICONIQ Capital, LLC | 4.17% | Add +0.5% | 1,622,352 | $194.0M |
| Allianz Asset Management GmbH | 0.28% | Add +32.1% | 1,536,700 | $183.7M |
| Sarasin & Partners LLP | 1.55% | Reduce -0.3% | 1,378,340 | $164.8M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -1.1% | 1,290,263 | $154.3M |
| Wells Fargo & Company | 0.04% | Add +1.0% | 1,267,766 | $151.6M |
| Sequoia Financial Advisors, LLC | 1.62% | Add +2.4% | 1,265,639 | $151.3M |
| Hackensack Meridian Health, Inc. | 11.91% | Reduce -32.2% | 970,000 | $116.0M |
| JPMorgan Chase & Co. | 0.01% | Add +12.9% | 926,523 | $110.8M |
| Nomura Asset Management Co. Ltd. | 0.34% | Add +16345.4% | 916,174 | $109.5M |
| Dimension Capital Management LLC | 20.55% | Add +3.3% | 910,596 | $108.9M |
| Bank of Nova Scotia | 0.22% | Reduce -47.3% | 898,638 | $107.4M |
| National Bank of Canada | 0.14% | Add +6.1% | 892,006 | $106.6M |
| Evoke Wealth, LLC | 2.82% | New | 864,393 | $103.3M |
| Minot Capital, LP | 28.99% | No change | 856,746 | $102.4M |
| UBS Group AG | 0.03% | Reduce -73.9% | 809,557 | $96.8M |
| Bogart Wealth, LLC | 3.95% | Add +0.7% | 698,095 | $83.5M |
| Capital Advisors Inc. | 1.61% | Add +2.5% | 671,337 | $80.3M |
| Qalhat Capital Ltd | 45.57% | No change | 656,027 | $78.4M |
| Prudential PLC | 0.38% | Reduce -36.7% | 632,629 | $75.6M |
| Capitolis Liquid Global Markets LLC | 0.75% | Reduce -54.0% | 591,500 | $70.7M |
| Allianz SE | 1.70% | Add +1.6% | 524,778 | $62.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.62% | Reduce -5.0% | 515,429 | $61.6M |
| Corient Private Wealth LP | 0.10% | Reduce -7.2% | 503,777 | $60.2M |
| Barclays PLC | 0.03% | Reduce -86.3% | 491,338 | $58.7M |
| HSBC Holdings PLC | 0.04% | Reduce -12.8% | 488,386 | $58.4M |
| Assetmark, Inc. | 0.16% | Reduce -0.1% | 473,372 | $56.6M |
| Royal Bank of Canada | 0.01% | Reduce -42.6% | 469,397 | $56.1M |
| Jane Street Group, LLC | 0.09% | Reduce -80.7% | 459,244 | $54.9M |
| BlackRock, Inc. | 0.00% | — | 457,311 | $54.7M |
| Brown Advisory Inc. | 0.07% | Reduce -11.8% | 454,181 | $54.3M |
| HighTower Advisors, LLC | 0.08% | Reduce -4.9% | 452,837 | $54.1M |
| Bessemer Group Inc. | 0.08% | Add +1.9% | 430,310 | $51.4M |
| Bricktown Capital, LLC | 9.33% | Add +214.4% | 418,974 | $50.1M |
| Alliancebernstein L.P. | 0.02% | Reduce -1.7% | 412,739 | $49.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.16% | Add +5.6% | 374,907 | $48.2M |
| Great Valley Advisor Group, Inc. | 1.16% | Add +2.8% | 393,870 | $47.1M |
| Bank of Montreal | 0.02% | Reduce -24.4% | 392,807 | $47.0M |
| Three Bridge Wealth Advisors, LLC | 16.84% | Add +0.8% | 381,846 | $45.6M |
| Granger Management LLC | 8.94% | Add +27.1% | 380,321 | $45.5M |
| Blue Trust, Inc. | 0.58% | Add +4.8% | 398,772 | $44.8M |
| Cambridge Associates LLC /Ma/ | 1.67% | Reduce -42.8% | 373,097 | $44.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Add +42.8% | 356,678 | $42.6M |
| DRW Securities, LLC | 2.33% | Add +842.9% | 353,777 | $42.3M |
| Brandywine Managers, LLC | 44.96% | No change | 349,815 | $41.8M |
| Mill Creek Capital Advisors, LLC | 1.00% | Reduce -1.5% | 347,582 | $41.6M |
| EPIQ Capital Group, LLC | 11.67% | Add +2.7% | 339,313 | $40.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -33.2% | 328,511 | $39.3M |
| Capital International Investors | 0.01% | Reduce -2.3% | 313,910 | $37.5M |
| Cresset Asset Management, LLC | 0.14% | Reduce -6.3% | 310,859 | $37.2M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +83.5% | 303,812 | $36.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.5% | 298,172 | $35.6M |
| Pathstone Holdings, LLC | 0.16% | Reduce -4.7% | 297,241 | $35.5M |
| FMR LLC | 0.00% | Add +98.3% | 281,784 | $33.7M |
| Factory Mutual Insurance Co. | 0.34% | No change | 275,000 | $32.9M |
| US Bancorp \de | 0.04% | Add +0.1% | 274,943 | $32.9M |
| Partners Capital Investment Group, LLP | 0.50% | Add +0.6% | 259,976 | $31.1M |
| Federation des caisses Desjardins du Quebec | 0.14% | Add +8.4% | 241,811 | $28.9M |
| Osaic Holdings, Inc. | 0.07% | Reduce -4.7% | 241,514 | $28.9M |
| Verger Capital Management LLC | 14.28% | Reduce -8.7% | 241,438 | $28.9M |
| LPL Financial LLC | 0.01% | Add +31.2% | 237,888 | $28.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +9.6% | 234,140 | $28.0M |
| Oxford Financial Group, LTD. LLC | 1.75% | Reduce -3.0% | 230,502 | $27.6M |
| Jasper Ridge Partners, L.P. | 0.75% | Reduce -34.8% | 221,133 | $26.4M |
| Truist Financial Corp. | 0.04% | Add +12.5% | 215,787 | $25.8M |
| Ayalon Insurance Comp Ltd. | 7.63% | Add +10.2% | 204,978 | $24.5M |
| Banco Santander, S.A. | 0.28% | Add +0.2% | 201,551 | $24.1M |
| Waldron Private Wealth LLC | 0.99% | Reduce -0.4% | 199,297 | $23.8M |
| Nisa Investment Advisors, LLC | 0.14% | Reduce -2.4% | 195,200 | $23.3M |
| Focus Partners Wealth | 0.07% | Reduce -25.3% | 194,364 | $23.2M |
| Bremer Bank National Association | 4.37% | Reduce -30.9% | 193,622 | $23.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +4.5% | 192,774 | $23.0M |
| Neuberger Berman Group LLC | 0.02% | Add +1.1% | 190,524 | $22.8M |
| Circle Wealth Management, LLC | 0.50% | No change | 187,610 | $22.4M |
| Sentinel Trust Co. Lba | 2.53% | Add +23.7% | 185,889 | $22.2M |
| Lido Advisors, LLC | 0.16% | Reduce -4.3% | 174,433 | $20.9M |
| Wellington Management Group LLP | 0.00% | Add +155.9% | 173,318 | $20.7M |
| Drake & Associates, LLC | 6.28% | Add +3.3% | 162,687 | $19.4M |
| Raymond James & Associates | 0.01% | Reduce -3.5% | 161,179 | $19.3M |
| Clal Insurance Enterprises Holdings Ltd | 0.16% | Reduce -45.6% | 154,000 | $18.4M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -44.5% | 153,204 | $18.3M |
| Cerity Partners LLC | 0.04% | Reduce -0.8% | 150,721 | $18.0M |
| Common Fund for Nonprofit Organizations | 2.04% | Add +3307.0% | 142,071 | $17.0M |
| Citigroup Inc. | 0.01% | Add +53.2% | 134,420 | $16.1M |
| GFS Advisors, LLC | 3.34% | Add +262550.0% | 131,325 | $15.7M |
| Centaurus Financial, Inc. | 0.99% | Reduce -3.4% | 130,442 | $15.6M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -2.3% | 127,602 | $15.3M |
| Ieq Capital, LLC | 0.18% | Reduce -10.0% | 124,528 | $14.9M |
| Sepio Capital, LP | 1.16% | Add +9.9% | 124,248 | $14.9M |
| Wind River Trust Co | 5.65% | No change | 122,722 | $14.7M |
| Ashford Advisors, LLC | 3.35% | No change | 120,428 | $14.4M |
| Gryphon Financial Partners LLC | 1.88% | Add +0.5% | 113,957 | $13.6M |
| AlTi Global, Inc. | 0.32% | Add +12.6% | 112,883 | $13.5M |
| Ameriprise Financial Inc. | 0.00% | Add +159.2% | 112,543 | $13.5M |
| Allen Investment Management, LLC | 0.16% | No change | 111,999 | $13.4M |
| Captrust Financial Advisors | 0.04% | Reduce -5.4% | 108,446 | $13.0M |
| Gotham Asset Management | 0.13% | No change | 103,203 | $12.3M |
| Ausdal Financial Partners, Inc. | 1.26% | Reduce -50.5% | 100,941 | $12.1M |
| DC Investments Management, LLC | 7.94% | New | 94,930 | $11.3M |
| PFG Advisors | 0.69% | Add +5.8% | 92,002 | $11.0M |
| Polen Capital Management LLC | 0.03% | Reduce -48.1% | 91,122 | $10.9M |
| Cwm, LLC | 0.05% | Add +2.6% | 90,899 | $10.9M |
| Dorsey & Whitney Trust CO LLC | 0.57% | Add +0.6% | 89,825 | $10.7M |
| NorthCoast Asset Management LLC | 0.07% | Add +40.9% | 89,238 | $10.6M |
| NYL Investors LLC | 0.67% | Add +1.9% | 87,800 | $10.5M |
| Charter Oak Capital Management, LLC | 0.97% | Add +0.8% | 86,860 | $10.4M |
| Citadel Advisors | 0.01% | Add +83.5% | 86,742 | $10.4M |
| Waverly Advisors, LLC | 0.19% | Add +3.0% | 86,663 | $10.4M |
| VPR Management LLC | 3.59% | No change | 86,200 | $10.3M |
| DT Investment Partners, LLC | 0.81% | No change | 83,248 | $10.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -30.3% | 82,431 | $9.9M |
| Comerica Bank | 0.04% | Reduce -6.8% | 82,044 | $9.8M |
| Lowe Brockenbrough & Co. Inc. | 0.63% | Add +583.2% | 82,020 | $9.8M |
| SG Americas Securities, LLC | 0.04% | Add +3.3% | 80,362 | $9.6M |
| Plan Group Financial, LLC | 5.04% | Add +3.4% | 79,820 | $9.5M |
| Annis Gardner Whiting Capital Advisors, LLC | 2.67% | No change | 79,150 | $9.5M |
| Fsa Wealth Partners, Inc. | 2.15% | Add +318.0% | 74,236 | $8.9M |
| Cetera Investment Advisers | 0.02% | Reduce -1.4% | 73,880 | $8.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +38.5% | 72,701 | $8.7M |
| Stonehearth Capital Management, LLC | 3.44% | Add +7.8% | 72,414 | $8.7M |
| BIP Wealth, LLC | 0.59% | Add +4.1% | 72,184 | $8.6M |
| Flow Traders U.S. LLC | 0.43% | New | 70,828 | $8.5M |
| Mariner, LLC | 0.01% | Add +2.2% | 69,794 | $8.3M |
| Silver Oak Securities, Incorporated | 0.88% | Add +45.0% | 69,468 | $8.3M |
| Glenmede Trust Co. NA | 0.04% | Add +0.1% | 67,581 | $8.1M |
| TD Capital Management LLC | 0.80% | Reduce -0.5% | 66,854 | $8.0M |
| Wealthspire Advisors, LLC | 0.08% | Add +0.1% | 65,099 | $7.8M |
| Able Wealth Management LLC | 5.85% | Add +0.2% | 64,549 | $7.7M |
| Amplius Wealth Advisors, LLC | 0.84% | Reduce -2.6% | 64,248 | $7.7M |
| WMS Partners, LLC | 0.42% | Reduce -5.1% | 62,119 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -61.1% | 60,819 | $7.3M |
| Cahaba Wealth Management, Inc. | 0.60% | Reduce -1.7% | 60,403 | $7.2M |
| BluePointe Capital Management, LLC | 4.62% | Reduce -0.4% | 59,697 | $7.1M |
| Parallel Advisors, LLC | 0.17% | Add +0.4% | 58,477 | $7.0M |
| Jennison Associates LLC | 0.00% | Add +2.0% | 56,798 | $6.8M |
| Wexford Capital LP | 1.61% | Add +22.7% | 56,416 | $6.7M |
| Private Advisor Group, LLC | 0.04% | Add +585.8% | 56,248 | $6.7M |
| Naviter Wealth, LLC | 0.91% | Reduce -11.1% | 54,602 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -13.9% | 52,868 | $6.3M |
| Leavell Investment Management, Inc. | 0.30% | No change | 50,275 | $6.0M |
| Clearstead Advisors, LLC | 0.09% | Add +3.8% | 49,880 | $6.0M |
| Unique Wealth, LLC | 1.36% | Add +56.6% | 49,823 | $6.0M |
| SteelPeak Wealth, LLC | 0.26% | New | 48,523 | $5.8M |
| Northside Capital Management, LLC | 0.90% | No change | 48,164 | $5.8M |
| LexAurum Advisors, LLC | 1.27% | Add +3.9% | 47,847 | $5.7M |
| Madrona Financial Services, LLC | 1.55% | Reduce -2.0% | 46,602 | $5.6M |
| Creative Planning | 0.01% | Add +19.9% | 46,298 | $5.5M |
| Sandbox Financial Partners, LLC | 1.95% | Add +6.1% | 46,070 | $5.5M |
| Peak Financial Management, Inc. | 1.61% | Reduce -0.9% | 45,935 | $5.5M |
| Moneda S.A. Administradora General de Fondos | 4.54% | Add +16.0% | 45,924 | $5.5M |
| Beirne Wealth Consulting Services, LLC | 1.93% | Reduce -37.0% | 45,857 | $5.5M |
| Lake Street Advisors Group, LLC | 0.25% | No change | 45,580 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.0% | 45,439 | $5.4M |
| Arlington Capital Management, Inc. | 4.42% | New | 44,887 | $5.4M |
| Innova Wealth Partners | 4.42% | New | 44,887 | $5.4M |
| Frank, Rimerman Advisors LLC | 0.37% | Reduce -0.4% | 44,210 | $5.3M |
| Atria Investments, Inc | 0.06% | Reduce -4.6% | 43,661 | $5.2M |
| USAdvisors Wealth Management, LLC | 1.80% | Reduce -3.9% | 42,955 | $5.1M |
| Pinebridge Investments, L.P. | 0.04% | No change | 42,356 | $5.1M |
| Atwater Malick LLC | 1.62% | Reduce -0.6% | 42,090 | $5.0M |
| Lazard Asset Management LLC | 0.01% | Reduce -66.0% | 41,480 | $5.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | Add +3.2% | 41,554 | $4.9M |
| Capital World Investors | 0.00% | Add +72.3% | 40,913 | $4.9M |
| Lee Financial Co | 0.69% | Add +1.0% | 40,646 | $4.9M |
| PAX Financial Group, LLC | 0.86% | Reduce -3.5% | 40,064 | $4.8M |
| Retirement Income Solutions, Inc. | 1.08% | Reduce -0.6% | 39,612 | $4.7M |
| Sand Hill Global Advisors, LLC | 0.20% | Reduce -0.8% | 39,577 | $4.7M |
| Financial Council, LLC | 2.46% | Add +2.2% | 39,571 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 39,548 | $4.7M |
| Independent Wealth Network Inc. | 2.09% | Add +1.9% | 39,521 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -20.7% | 39,413 | $4.7M |
| Banque Pictet & Cie SA | 0.05% | No change | 39,383 | $4.7M |
| Northern Trust Corp. | 0.00% | Reduce -16.5% | 38,106 | $4.6M |
| Wescott Financial Advisory Group, LLC | 0.48% | Add +7.3% | 37,219 | $4.4M |
| Sierra Capital LLC | 0.53% | Reduce -19.5% | 36,999 | $4.4M |
| Freestone Capital Holdings, LLC | 0.15% | Reduce -7.0% | 36,688 | $4.4M |
| Ballentine Partners, LLC | 0.07% | No change | 36,673 | $4.4M |
| CW Advisors, LLC | 0.06% | Add +1.0% | 36,486 | $4.4M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +178.0% | 35,912 | $4.3M |
| All Season Financial Advisors, Inc. | 3.65% | Add +105.0% | 35,824 | $4.3M |
| Arkos Global Advisors | 0.61% | Reduce -2.9% | 35,242 | $4.2M |
| Diversified Trust Co. | 0.11% | Reduce -0.3% | 35,236 | $4.2M |
| Squarepoint Ops LLC | 0.01% | New | 35,214 | $4.2M |
| Clarius Group, LLC | 0.29% | No change | 34,570 | $4.1M |
| Managed Asset Portfolios, LLC | 0.58% | Reduce -2.9% | 34,566 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +6.2% | 34,274 | $4.1M |
| Debussy Capital Management LP | 1.17% | Reduce -6.5% | 33,638 | $4.0M |
| Intergy Private Wealth, LLC | 1.51% | Reduce -1.5% | 33,224 | $4.0M |
| Harding Loevner LP | 0.02% | Reduce -51.4% | 33,202 | $4.0M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Reduce -1.4% | 31,837 | $3.8M |
| MainStreet Investment Advisors LLC | 0.50% | Reduce -2.8% | 31,384 | $3.8M |
| Sageworth Trust Co of South Dakota | 4.75% | No change | 31,062 | $3.7M |
| Well Done, LLC | 0.67% | Reduce -1.1% | 30,703 | $3.7M |
| Sharkey, Howes & Javer | 0.52% | Add +303.3% | 30,630 | $3.7M |
| BSW Wealth Partners | 0.55% | Reduce -3.3% | 30,600 | $3.7M |
| EP Wealth Advisors, LLC | 0.03% | Add +4.0% | 30,337 | $3.6M |
| Bluespring Wealth Management, LLC | 0.36% | Reduce -6.7% | 29,865 | $3.6M |
| Altrafin AG | 1.27% | No change | 29,500 | $3.5M |
| Keel Point, LLC | 0.29% | Reduce -19.5% | 29,220 | $3.5M |
| Quadrant Capital Group LLC | 0.24% | Add +13.1% | 29,023 | $3.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.32% | Add +1.6% | 28,185 | $3.4M |
| St. Louis Trust Co | 0.46% | No change | 27,514 | $3.3M |
| Advisor OS, LLC | 0.33% | Add +2.6% | 27,459 | $3.3M |
| Axiom Advisory, LLC | 0.03% | Add +53.4% | 28,600 | $3.3M |
| Shepherd Kaplan Krochuk, LLC | 2.46% | No change | 27,294 | $3.3M |
| Signaturefd, LLC | 0.06% | Add +0.3% | 27,224 | $3.3M |
| Barings LLC | 0.08% | Reduce -27.2% | 26,991 | $3.2M |
| RFP Financial Group LLC | 1.05% | Add +8.1% | 26,938 | $3.2M |
| Synovus Financial Corp. | 0.04% | Reduce -76.0% | 26,866 | $3.2M |
| RDA Financial Network | 0.98% | Add +18.8% | 26,437 | $3.2M |
| Franklin Resources Inc. | 0.00% | Add +11.7% | 25,733 | $3.1M |
| Waddell & Associates, LLC | 0.37% | No change | 25,518 | $3.1M |
| Marex Group Ltd | 0.07% | No change | 25,120 | $3.0M |
| Saxony Capital Management, LLC | 2.73% | Add +5.3% | 24,939 | $3.0M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.5% | 27,922 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.05% | New | 23,694 | $2.8M |
| Austin Wealth Management, LLC | 0.61% | Reduce -1.9% | 23,303 | $2.8M |
| Klaas Financial Asset Advisors, LLC | 0.48% | Reduce -2.1% | 23,080 | $2.8M |
| Aspiriant, LLC | 0.10% | Reduce -82.6% | 22,716 | $2.7M |
| Millennium Management | 0.00% | Reduce -47.0% | 22,532 | $2.7M |
| Brighton Jones LLC | 0.10% | Add +4.0% | 22,436 | $2.7M |
| Coldstream Capital Management Inc. | 0.06% | New | 21,813 | $2.6M |
| Arcus Capital Partners, LLC | 0.95% | Reduce -5.9% | 21,846 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -4.8% | 21,430 | $2.6M |
| HB Wealth Management, LLC | 0.03% | Reduce -3.2% | 20,947 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Add +339.8% | 20,924 | $2.5M |
| Rothschild & Co Wealth Management UK Ltd | 0.04% | Reduce -1.9% | 20,818 | $2.5M |
| Sowell Financial Services LLC | 0.11% | Reduce -0.1% | 20,612 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.7% | 20,102 | $2.4M |
| Aries Wealth Management | 0.66% | Add +1.8% | 20,100 | $2.4M |
| Wolf Group Capital Advisors | 1.09% | Add +34.7% | 23,859 | $2.3M |
| Callan Family Office, LLC | 0.38% | No change | 18,980 | $2.3M |
| CKW Financial Group | 0.27% | Add +1.0% | 18,946 | $2.3M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -2.8% | 18,791 | $2.2M |
| Hirtle & Co., LLC | 0.11% | Reduce -15.2% | 18,778 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.4% | 18,714 | $2.2M |
| MAI Capital Management | 0.02% | Reduce -2.8% | 18,554 | $2.2M |
| Fund Evaluation Group, LLC | 0.12% | Reduce -1.3% | 18,527 | $2.2M |
| Schroder Investment Management Group | 0.00% | Add +4.3% | 18,255 | $2.2M |
| Causeway Capital Management LLC | 0.05% | Add +75.8% | 17,883 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -2.5% | 17,764 | $2.1M |
| Mayo Clinic | 71.52% | No change | 17,359 | $2.1M |
| Financial Advocates Investment Management | 0.12% | Add +8.5% | 15,399 | $2.1M |
| Catalyst Private Wealth, LLC | 1.00% | Reduce -0.7% | 17,023 | $2.0M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -21.7% | 17,013 | $2.0M |
| John W. Brooker & Co., CPAs | 0.93% | Reduce -2.7% | 17,005 | $2.0M |
| Capital Research Global Investors | 0.00% | Add +81.5% | 16,903 | $2.0M |
| Faithward Advisors, LLC | 0.35% | Add +1.9% | 16,857 | $2.0M |
| Pictet North America Advisors SA | 0.20% | No change | 16,595 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | Reduce -0.2% | 16,283 | $1.9M |
| Summit Trail Advisors, LLC | 0.05% | Add +9.9% | 16,231 | $1.9M |
| Roth Financial Partners LLC | 0.77% | No change | 16,108 | $1.9M |
| Midwest Heritage Bank, FSB | 0.88% | No change | 15,817 | $1.9M |
| Pure Financial Advisors, LLC | 0.04% | Add +6.7% | 15,473 | $1.8M |
| Angeles Investment Advisors, LLC | 0.09% | Add +23.6% | 15,450 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | Add +2.5% | 15,448 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.17% | No change | 15,339 | $1.8M |
| SYM FINANCIAL Corp | 0.24% | Reduce -1.0% | 15,026 | $1.8M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -1.4% | 14,933 | $1.8M |
| Clarus Wealth Advisors | 0.91% | Add +1.4% | 14,997 | $1.8M |
| Fifth Third Bancorp | 0.01% | No change | 14,827 | $1.8M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 14,810 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.2% | 14,784 | $1.8M |
| Veltria Advisors Corp. | 0.69% | Reduce -36.9% | 14,700 | $1.8M |
| Haverford Trust Co | 0.02% | No change | 14,562 | $1.7M |
| Greystone Financial Group, LLC | 0.31% | Add +7.4% | 14,409 | $1.7M |
| Nottingham Advisors, Inc. | 0.19% | Reduce -1.8% | 14,403 | $1.7M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.3% | 14,081 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 14,000 | $1.7M |
| Arlington Trust Co LLC | 0.36% | Reduce -0.4% | 13,750 | $1.6M |
| Headlands Technologies LLC | 0.19% | Add +4125.0% | 13,689 | $1.6M |
| Astoria Strategic Wealth, Inc. | 0.48% | Reduce -4.9% | 13,620 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -1.6% | 13,607 | $1.6M |
| JFG Wealth Management, LLC | 0.45% | Add +258.9% | 13,578 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -2.8% | 13,434 | $1.6M |
| YHB Investment Advisors, Inc. | 0.13% | Reduce -52.3% | 13,200 | $1.6M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -1.5% | 13,067 | $1.6M |
| Scotia Capital Inc. | 0.01% | Reduce -8.0% | 13,057 | $1.6M |
| Sunflower Bank, N.A. | 0.43% | Reduce -1.1% | 13,039 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.5% | 13,005 | $1.6M |
| Old National Bancorp | 0.04% | Add +5.2% | 12,932 | $1.5M |
| K.J. Harrison & Partners Inc | 0.23% | Reduce -0.2% | 12,847 | $1.5M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -3.0% | 12,760 | $1.5M |
| Planning Capital Management Corp | 1.00% | Reduce -22.2% | 12,654 | $1.5M |
| AMG National Trust Bank | 0.04% | Reduce -23.6% | 12,563 | $1.5M |
| Citizens Financial Group Inc. | 0.03% | Add +5.1% | 12,531 | $1.5M |
| Empirical Finance, LLC | 0.09% | No change | 12,489 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | No change | 12,488 | $1.5M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -0.2% | 12,436 | $1.5M |
| Atlas Capital Advisors Inc. | 0.22% | Add +18.5% | 12,279 | $1.5M |
| Great Waters Wealth Management | 0.20% | Reduce -3.5% | 12,159 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.6% | 12,122 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.2% | 12,087 | $1.4M |
| Choreo, LLC | 0.02% | Add +0.4% | 12,131 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +7.2% | 11,941 | $1.4M |
| Community Bank, N.A. | 0.17% | No change | 11,500 | $1.4M |
| Evergreen Capital Management LLC | 0.05% | No change | 11,500 | $1.4M |
| G&S Capital LLC | 0.58% | Reduce -3.1% | 11,476 | $1.4M |
| TFO Wealth Partners, LLC | 0.26% | No change | 11,424 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | No change | 11,155 | $1.3M |
| Thrive Capital Management, LLC | 0.63% | Reduce -9.8% | 11,142 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -44.5% | 11,129 | $1.3M |
| Shum Financial Group, Inc. | 1.10% | — | 11,083 | $1.3M |
| Alhambra Investment Management LLC | 0.67% | Add +0.8% | 10,854 | $1.3M |
| Peregrine Asset Advisers, Inc. | 0.44% | Reduce -0.1% | 10,702 | $1.3M |
| Activest Wealth Management | 0.39% | Reduce -16.8% | 10,620 | $1.3M |
| Montecito Bank & Trust | 0.21% | Reduce -4.0% | 10,533 | $1.3M |
| First Citizens Bank & Trust Co. | 0.03% | Add +3.9% | 10,527 | $1.3M |
| Cherrydale Wealth Management, LLC | 0.51% | No change | 10,381 | $1.2M |
| Choate Investment Advisors | 0.03% | Add +2.6% | 10,323 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 10,201 | $1.2M |
| Fiduciary Trust Co | 0.02% | Add +0.0% | 10,198 | $1.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.48% | No change | 10,185 | $1.2M |
| Cassia Capital Partners, LLC | 0.79% | Reduce -6.4% | 10,067 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | No change | 10,000 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 10,000 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +33.1% | 9,880 | $1.2M |
| Berkshire Asset Management LLC | 0.06% | No change | 10,556 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Add +1.5% | 9,863 | $1.2M |
| Blair William & Co. | 0.00% | Add +13.9% | 9,829 | $1.2M |
| Insigneo Advisory Services, LLC | 0.12% | No change | 9,781 | $1.2M |
| Brandywine Trust Co. | 0.17% | No change | 9,746 | $1.2M |
| Stonebrook Private Inc. | 0.31% | Reduce -1.6% | 9,679 | $1.2M |
| Mycio Wealth Partners, LLC | 0.26% | No change | 9,599 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.14% | No change | 9,492 | $1.1M |
| NTV Asset Management LLC | 0.15% | No change | 9,316 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -2.5% | 9,286 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 9,226 | $1.1M |
| Columbus Macro, LLC | 0.40% | Reduce -4.1% | 9,076 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +2.2% | 9,036 | $1.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.38% | Reduce -0.4% | 9,026 | $1.1M |
| AlphaStar Capital Management, LLC | 0.09% | Add +8.1% | 8,976 | $1.1M |
| Avestar Capital, LLC | 0.12% | Add +16.5% | 8,973 | $1.1M |
| Rhumbline Advisers | 0.00% | New | 8,878 | $1.1M |
| FinTrust Capital Advisors, LLC | 0.18% | No change | 8,785 | $1.1M |
| NavPoint Financial, Inc. | 0.83% | No change | 8,572 | $1.0M |
| Two Sigma Securities, LLC | 0.08% | Reduce -73.7% | 8,338 | $997K |
| Sage Advisory Services, Ltd.Co. | 0.28% | No change | 8,841 | $994K |
| Becker Capital Management Inc. | 0.03% | No change | 8,300 | $992K |
| Sonoma Private Wealth LLC | 1.54% | No change | 8,260 | $987K |
| Prospect Financial Services LLC | 0.61% | No change | 8,243 | $985K |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -33.5% | 8,161 | $976K |
| Quantinno Capital Management LP | 0.01% | Add +34.3% | 7,948 | $950K |
| Credit Agricole S A | 0.00% | Add +2.0% | 7,903 | $945K |
| Wealth Architects, LLC | 0.10% | Reduce -0.6% | 7,694 | $920K |
| Sfmg, LLC | 0.07% | No change | 7,592 | $908K |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 7,548 | $902K |
| GenTrust, LLC | 0.04% | Reduce -3.4% | 7,519 | $899K |
| MayTech Global Investments, LLC | 0.12% | Add +189.9% | 7,485 | $895K |
| Commerce Bank | 0.01% | No change | 7,456 | $891K |
| Merit Financial Group, LLC | 0.02% | Reduce -2.0% | 7,427 | $888K |
| Sivia Capital Partners, LLC | 0.52% | Add +181.7% | 7,376 | $882K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -38.3% | 7,323 | $875K |
| Fifth Third Wealth Advisors LLC | 0.05% | No change | 7,300 | $873K |
| Whittier Trust Co. | 0.01% | Reduce -0.1% | 7,267 | $869K |
| Patten Group, Inc. | 0.19% | Add +19.9% | 7,203 | $861K |
| New Republic Capital, LLC | 0.49% | Reduce -0.6% | 7,202 | $861K |
| Brightwater Advisory LLC | 0.63% | Reduce -31.5% | 7,172 | $857K |
| Archford Capital Strategies, LLC | 0.13% | Reduce -1.4% | 7,066 | $853K |
| Sheets Smith Wealth Management | 0.10% | Reduce -13.9% | 7,101 | $849K |
| Savant Capital, LLC | 0.01% | Add +1.0% | 6,961 | $832K |
| Quantitative Strategies, Inc. | 0.44% | Add +19.9% | 6,938 | $829K |
| St Germain D J Co. Inc. | 0.04% | Reduce -0.6% | 6,928 | $828K |
| WestEnd Advisors, LLC | 0.02% | Add +0.4% | 6,920 | $827K |
| Ifrah Financial Services, Inc. | 0.22% | Add +0.6% | 6,892 | $824K |
| Criterion Capital Advisors, LLC | 0.52% | No change | 7,300 | $821K |
| Lanark Financial, Inc. | 0.07% | Reduce -19.8% | 6,816 | $814K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +16.5% | 6,698 | $801K |
| Prio Wealth Limited Partnership | 0.02% | No change | 6,626 | $792K |
| Apeiron RIA LLC | 0.22% | No change | 6,560 | $784K |
| Trek Financial, LLC | 0.06% | No change | 6,546 | $783K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.4% | 6,507 | $778K |
| Bailard, Inc. | 0.02% | Add +0.7% | 6,408 | $766K |
| Anchor Capital Advisors LLC | 0.02% | No change | 6,390 | $764K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 6,269 | $749K |
| HRT Financial LP | 0.00% | Add +36.0% | 6,266 | $749K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.7% | 6,174 | $738K |
| SCS Capital Management LLC | 0.01% | No change | 6,101 | $729K |
| GTS Securities LLC | 0.01% | Add +83.8% | 6,076 | $726K |
| Highland Capital Management, LLC | 0.04% | No change | 6,040 | $722K |
| Simplicity Wealth,LLC | 0.07% | Reduce -74.0% | 6,011 | $719K |
| Nations Financial Group Inc, /Ia/ | 0.05% | No change | 5,969 | $714K |
| Eight 31 Financial, LLC | 0.55% | Add +8.6% | 5,903 | $706K |
| Ballew Advisors, Inc | 0.47% | No change | 5,888 | $704K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 5,828 | $697K |
| LRI Investments, LLC | 0.07% | New | 5,801 | $695K |
| Summit Wealth Partners, LLC | 0.13% | Add +12.2% | 5,735 | $686K |
| Vident Advisory, LLC | 0.02% | Reduce -2.5% | 5,722 | $684K |
| Mather Group, Llc. | 0.01% | Reduce -22.0% | 5,720 | $684K |
| Strategic Financial Partners, Ltd. | 0.35% | Reduce -0.9% | 5,695 | $681K |
| Gries Financial LLC | 0.12% | No change | 5,575 | $666K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -9.2% | 5,556 | $664K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.2% | 5,531 | $661K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.8% | 5,460 | $653K |
| Advisory Alpha, LLC | 0.02% | Reduce -9.0% | 5,457 | $653K |
| Altfest L J & Co. Inc. | 0.09% | Reduce -0.3% | 5,447 | $651K |
| Evolution Wealth Advisors, LLC | 0.12% | No change | 5,431 | $649K |
| Magnus Financial Group LLC | 0.07% | Reduce -1.8% | 5,418 | $648K |
| Balentine LLC | 0.03% | Reduce -4.8% | 5,382 | $643K |
| Aaron Wealth Advisors LLC | 0.08% | No change | 5,366 | $642K |
| GDS Wealth Management | 0.06% | Add +1.1% | 5,339 | $638K |
| Alpha Cubed Investments, LLC | 0.03% | No change | 5,212 | $623K |
| Bellwether Advisors, LLC | 0.12% | Add +3.2% | 5,139 | $614K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -0.0% | 5,112 | $611K |
| New York Life Investment Management LLC | 0.01% | Reduce -0.7% | 5,105 | $610K |
| Sigma Planning Corp | 0.02% | Reduce -12.3% | 5,073 | $606K |
| Erste Asset Management GmbH | 0.01% | New | 5,053 | $604K |
| Rather & Kittrell, Inc. | 0.14% | No change | 4,881 | $584K |
| Lee Danner & Bass Inc. | 0.04% | Reduce -27.0% | 4,872 | $582K |
| SIH Partners, LLLP | 0.34% | New | 4,800 | $574K |
| Courage Miller Partners, LLC | 0.19% | No change | 4,750 | $568K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 4,752 | $564K |
| New Capital Management LP | 0.16% | Add +0.0% | 4,649 | $556K |
| Provenance Wealth Advisors, LLC | 0.07% | Add +17.3% | 4,614 | $552K |
| Capasso Planning Partners LLC | 0.16% | Add +5.8% | 4,576 | $547K |
| Dana Investment Advisors, Inc. | 0.02% | Add +64.6% | 4,539 | $543K |
| Naples Global Advisors, LLC | 0.05% | No change | 4,485 | $536K |
| RFG Advisory, LLC | 0.02% | Reduce -1.4% | 4,443 | $531K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -3.0% | 4,427 | $529K |
| Rovin Capital /Ut/ | 0.20% | No change | 4,422 | $529K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -7.2% | 4,344 | $519K |
| Edge Capital Group, LLC | 0.02% | Add +4.2% | 4,314 | $516K |
| Modus Advisors, LLC | 0.17% | Reduce -40.6% | 4,314 | $516K |
| Accurate Wealth Management, LLC | 0.10% | No change | 4,312 | $515K |
| LVW Advisors, LLC | 0.07% | Reduce -9.3% | 4,267 | $510K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -13.7% | 4,264 | $510K |
| First Citizens Asset Management, Inc. | 0.18% | Reduce -8.0% | 4,257 | $509K |
| Regatta Capital Group, LLC | 0.10% | Reduce -2.6% | 4,255 | $509K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.6% | 4,240 | $507K |
| Rathbones Group PLC | 0.00% | Add +50.8% | 4,232 | $506K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,200 | $502K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +4.0% | 4,093 | $489K |
| Mutual Advisors, LLC | 0.01% | Reduce -21.2% | 4,092 | $487K |
| GC Wealth Management RIA, LLC | 0.08% | No change | 4,032 | $482K |
| Cambiar Investors LLC | 0.02% | Reduce -31.3% | 4,026 | $481K |
| Americana Partners, LLC | 0.03% | Reduce -1.6% | 4,012 | $480K |
| Ancora Advisors LLC | 0.01% | New | 4,000 | $478K |
| Belpointe Asset Management LLC | 0.03% | No change | 3,995 | $478K |
| ONE Advisory Partners, LLC | 0.21% | No change | 3,966 | $474K |
| GR Financial Group, LLC | 0.08% | No change | 3,959 | $473K |
| Hemington Wealth Management | 0.12% | Reduce -14.8% | 3,955 | $462K |
| Parcion Private Wealth LLC | 0.04% | New | 3,817 | $456K |
| LGT Financial Advisors LLC | 1.12% | No change | 3,797 | $454K |
| Redwood Investment Management, LLC | 0.04% | Add +33.6% | 3,773 | $451K |
| Clearview Wealth Advisors LLC | 0.34% | No change | 3,742 | $447K |
| Client 1ST Advisory Group, LLC | 0.18% | No change | 3,734 | $446K |
| Fiducient Advisors LLC | 0.05% | Add +4.4% | 3,715 | $444K |
| Cape Ann Savings Bank | 0.26% | No change | 3,713 | $444K |
| Stephens Inc. | 0.01% | No change | 3,707 | $443K |
| Winthrop Advisory Group LLC | 0.05% | Reduce -1.9% | 3,669 | $439K |
| Y.D. More Investments Ltd | 0.05% | Add +14.0% | 3,650 | $436K |
| Burke & Herbert Bank & Trust Co. | 0.10% | Add +13.8% | 3,557 | $425K |
| Advisory Services Network, LLC | 0.01% | No change | 3,782 | $425K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Reduce -33.3% | 3,557 | $425K |
| UMB Bank, n.a. | 0.01% | No change | 3,520 | $421K |
| Hancock Whitney Corp. | 0.01% | No change | 3,485 | $417K |
| IFP Advisors, Inc | 0.01% | Reduce -2.1% | 3,473 | $415K |
| Cyr Financial Inc. | 0.39% | Add +6.0% | 3,469 | $415K |
| AA Financial Advisors, LLC | 0.12% | Add +52.0% | 3,456 | $413K |
| Phoenix Financial Ltd. | 0.01% | Reduce -13.2% | 3,431 | $410K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 3,425 | $409K |
| Garde Capital, Inc. | 0.03% | No change | 3,344 | $400K |
| Wedbush Securities Inc. | 0.01% | Add +29.4% | 3,321 | $397K |
| Flputnam Investment Management Co. | 0.01% | No change | 3,287 | $393K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -47.0% | 3,264 | $390K |
| High Probability Advisors, LLC | 0.07% | No change | 3,253 | $389K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.8% | 3,250 | $389K |
| Modera Wealth Management, LLC | 0.00% | No change | 3,244 | $388K |
| Hoxton Planning & Management, LLC | 0.15% | Reduce -3.8% | 3,237 | $387K |
| Greenup Street Wealth Management LLC | 0.08% | No change | 3,216 | $384K |
| Fulcrum Equity Management | 0.32% | Reduce -57.1% | 3,167 | $379K |
| GM Advisory Group, LLC | 0.02% | No change | 3,125 | $374K |
| World Investment Advisors | 0.01% | New | 3,106 | $371K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -9.3% | 3,096 | $370K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.5% | 3,069 | $367K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 3,000 | $359K |
| Blue Edge Capital, LLC | 0.06% | No change | 2,978 | $356K |
| Oppenheimer & Co. Inc. | 0.01% | New | 2,934 | $351K |
| Tiaa Trust, National Association | 0.00% | Add +11.7% | 2,916 | $349K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.0% | 2,905 | $347K |
| Rossmore Private Capital | 0.04% | No change | 2,900 | $347K |
| Keybank National Association | 0.00% | No change | 2,887 | $345K |
| Sequent Asset Management, LLC | 0.17% | No change | 2,873 | $343K |
| Oak Family Advisors, LLC | 0.12% | Add +1.6% | 2,873 | $343K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 2,853 | $341K |
| TKG Advisors, LLC | 0.17% | Add +1.3% | 2,829 | $338K |
| Advisory Research Inc. | 0.06% | Reduce -19.1% | 2,816 | $337K |
| Aptus Capital Advisors, LLC | 0.01% | Add +4514.8% | 2,815 | $337K |
| Ruggaard & Associates LLC | 0.15% | Add +8.5% | 2,813 | $336K |
| Spire Wealth Management | 0.01% | No change | 2,813 | $336K |
| Country Club Bank | 0.02% | Reduce -4.5% | 2,760 | $330K |
| Orin Green Financial, LLC | 0.14% | No change | 2,759 | $330K |
| Portland Global Advisors LLC | 0.04% | No change | 2,726 | $326K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -33.3% | 2,722 | $325K |
| Trivium Point Advisory, LLC | 0.05% | No change | 2,703 | $325K |
| Global Strategic Investment Solutions, LLC | 0.04% | No change | 2,717 | $325K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.6% | 2,700 | $323K |
| Belmont Capital, LLC | 0.05% | No change | 2,697 | $322K |
| Stonebridge Capital Advisors LLC | 0.03% | New | 2,694 | $322K |
| Weil Company, Inc. | 0.10% | No change | 2,645 | $316K |
| Essex Bank | 0.08% | No change | 2,635 | $315K |
| Ascentis Independent Advisors | 0.05% | No change | 2,628 | $314K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 2,642 | $313K |
| Friedenthal Financial | 0.18% | Reduce -2.1% | 2,607 | $312K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -17.8% | 2,564 | $307K |
| Farther Finance Advisors, LLC | 0.01% | Add +52.4% | 2,562 | $306K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 2,550 | $305K |
| Brand Asset Management Group, Inc. | 0.12% | Reduce -2.1% | 2,549 | $305K |
| Battery Global Advisors, LLC | 0.16% | Reduce -96.5% | 2,512 | $300K |
| Seven Post Investment Office LP | 0.04% | No change | 2,488 | $297K |
| Sapient Capital LLC | 0.01% | No change | 2,466 | $295K |
| Modern Wealth Management, LLC | 0.02% | Reduce -0.3% | 2,422 | $290K |
| Heritage Family Offices, LLP | 0.15% | No change | 2,420 | $289K |
| Provident Wealth Management, LLC | 0.10% | No change | 2,417 | $289K |
| Apella Capital, LLC | 0.01% | Reduce -47.9% | 2,424 | $289K |
| Secured Retirement Advisors, LLC | 0.21% | No change | 2,414 | $289K |
| Essex Financial Services, Inc. | 0.02% | Reduce -39.1% | 2,389 | $286K |
| Highlander Partners, L.P. | 0.17% | No change | 2,360 | $282K |
| Mgo One Seven LLC | 0.01% | Add +14.2% | 2,354 | $282K |
| Bank Hapoalim BM | 0.04% | Add +15.9% | 2,349 | $281K |
| Brown Brothers Harriman & Co. | 0.00% | New | 2,349 | $281K |
| Ironwood Wealth Management, LLC. | 0.08% | Reduce -9.8% | 2,295 | $274K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 2,290 | $274K |
| Schrum Private Wealth Management LLC | 0.14% | New | 2,272 | $272K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,258 | $270K |
| PDS Planning, Inc | 0.02% | No change | 2,222 | $266K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,220 | $265K |
| Financial Management Professionals, Inc. | 0.03% | Reduce -96.5% | 2,170 | $259K |
| Balboa Wealth Partners | 0.06% | New | 2,162 | $258K |
| Hamilton Wealth, LLC | 0.06% | Reduce -33.0% | 2,157 | $258K |
| Eagle Strategies LLC | 0.05% | Reduce -2.8% | 2,151 | $257K |
| McNamara Financial Services, Inc. | 0.05% | Add +1.8% | 2,138 | $256K |
| Maryland Capital Advisors Inc. | 0.12% | No change | 2,130 | $255K |
| Crewe Advisors LLC | 0.03% | No change | 2,111 | $252K |
| Grayhawk Investment Strategies Inc. | 0.39% | Reduce -2.3% | 2,100 | $251K |
| Traveka Wealth, LLC | 0.13% | No change | 2,096 | $251K |
| Inscription Capital, LLC | 0.04% | No change | 2,082 | $249K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,077 | $248K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -10.0% | 2,076 | $248K |
| M&T Bank Corp | 0.00% | Reduce -2.4% | 2,040 | $244K |
| Rehmann Capital Advisory Group | 0.02% | No change | 2,011 | $241K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 2,007 | $240K |
| Elevatus Welath Management | 0.08% | No change | 2,006 | $240K |
| Port Capital LLC | 0.01% | No change | 2,000 | $239K |
| Westmount Partners, LLC | 0.07% | No change | 1,995 | $238K |
| Princeton Global Asset Management LLC | 0.05% | No change | 1,989 | $238K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,985 | $237K |
| Leuthold Group, LLC | 0.03% | No change | 1,931 | $231K |
| Blue Chip Partners, LLC | 0.02% | No change | 1,901 | $227K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Add +3.8% | 1,867 | $223K |
| Rodgers & Associates, LTD | 0.03% | New | 1,839 | $220K |
| Emory University | 0.33% | No change | 1,817 | $217K |
| AQR Capital Management | 0.00% | No change | 1,814 | $217K |
| Allworth Financial LP | 0.00% | Add +11.2% | 1,804 | $216K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $215K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 1,775 | $212K |
| Palisade Asset Management, LLC | 0.02% | New | 1,749 | $209K |
| Dentgroup LLC | 0.16% | Reduce -19.6% | 1,747 | $209K |
| Private Advisory Group LLC | 0.03% | New | 1,747 | $209K |
| GSG Advisors LLC | 0.07% | New | 1,745 | $207K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -10.9% | 1,711 | $205K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -59.6% | 1,677 | $200K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -59.6% | 1,677 | $200K |
| Private Trust Co. NA | 0.02% | No change | 1,634 | $195K |
| Silicon Valley Capital Partners | 0.02% | No change | 1,595 | $191K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.9% | 1,425 | $170K |
| Jones Financial Companies LLLP | 0.00% | Add +38.0% | 1,358 | $162K |
| Bank of New Hampshire | 0.04% | No change | 1,339 | $160K |
| Granite FO LLC | 0.09% | New | 1,295 | $155K |
| Solstein Capital, LLC | 0.08% | No change | 1,281 | $153K |
| FSA Wealth Management LLC | 0.06% | — | 1,280 | $153K |
| CoreCap Advisors, LLC | 0.01% | New | 1,274 | $152K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,264 | $151K |
| GeoWealth Management, LLC | 0.01% | No change | 1,201 | $144K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,195 | $143K |
| Christopher J. Hasenberg, Inc | 0.06% | Add +27.9% | 1,191 | $142K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 1,168 | $140K |
| Manchester Capital Management LLC | 0.02% | No change | 1,158 | $138K |
| Macroview Investment Management LLC | 0.13% | No change | 1,150 | $137K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +54.2% | 1,101 | $132K |
| Peterson Financial Group, Inc. | 0.50% | New | 1,080 | $129K |
| Valley National Advisers Inc. | 0.02% | No change | 1,044 | $124K |
| Gould Capital, LLC | 0.08% | No change | 1,009 | $121K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 1,001 | $120K |
| Birchbrook, Inc. | 0.06% | No change | 979 | $117K |
| Cedar Wealth Management, LLC | 0.04% | No change | 965 | $115K |
| Bokf, NA | 0.00% | New | 960 | $114K |
| IAG Wealth Partners, LLC | 0.02% | Add +18.7% | 925 | $111K |
| Disciplina Capital Management LLC | 0.02% | Reduce -100.0% | 911 | $109K |
| HighMark Wealth Management LLC | 0.06% | Add +0.2% | 848 | $101K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 850 | $101K |
| Castleview Partners, LLC | 0.06% | No change | 843 | $101K |
| Quent Capital, LLC | 0.01% | Add +19.9% | 836 | $100K |
| Belvedere Trading LLC | 0.01% | New | 809 | $97K |
| TD Private Client Wealth LLC | 0.00% | Add +81.4% | 791 | $95K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -8.8% | 677 | $81K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -44.5% | 628 | $75K |
| BigSur Wealth Management LLC | 0.02% | No change | 600 | $72K |
| WCM Investment Management, LLC | 0.00% | Reduce -63.7% | 595 | $71K |
| CVA Family Office, LLC | 0.01% | No change | 594 | $71K |
| Syntrinsic LLC | 0.02% | No change | 586 | $70K |
| MidAtlantic Capital Management, Inc. | 0.05% | No change | 562 | $67K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -1.1% | 527 | $63K |
| Wintrust Investments LLC | 0.05% | Reduce -90.3% | 534 | $63K |
| CNB Bank | 0.03% | No change | 500 | $60K |
| Anchor Investment Management, LLC | 0.01% | No change | 462 | $55K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -24.3% | 436 | $52K |
| Morris Financial Concepts, Inc. | 0.02% | Add +11.1% | 341 | $41K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 340 | $41K |
| HM Payson & Co. | 0.00% | No change | 325 | $39K |
| American Capital Advisory, LLC | 0.02% | Reduce -2.4% | 321 | $38K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +1.0% | 310 | $37K |
| Element Wealth, LLC | 0.02% | Reduce -36.8% | 306 | $37K |
| Oarsman Capital, Inc. | 0.01% | New | 287 | $34K |
| Financial Gravity Companies, Inc. | 0.01% | — | 260 | $31K |
| Continuum Advisory, LLC | 0.00% | Add +4.0% | 257 | $31K |
| MRP Capital Investments, LLC | 0.03% | New | 257 | $31K |
| McIlrath & Eck, LLC | 0.00% | Add +36.8% | 253 | $30K |
| Breakwater Investment Management | 0.01% | No change | 232 | $28K |
| DB Fitzpatrick & Co, Inc | 0.02% | No change | 230 | $27K |
| Dunhill Financial, LLC | 0.01% | Add +32.3% | 221 | $26K |
| Westside Investment Management, Inc. | 0.01% | No change | 205 | $25K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +211.9% | 184 | $22K |
| Family Asset Management, LLC | 0.01% | No change | 180 | $22K |
| Windsor Advisory Group, LLC | 0.02% | New | 180 | $22K |
| Winch Advisory Services, LLC | 0.01% | No change | 178 | $21K |
| Main Street Group, LTD | 0.01% | No change | 170 | $20K |
| Joseph Group Capital Management | 0.01% | No change | 160 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 126 | $15K |
| Avior Wealth Management, LLC | 0.00% | No change | 119 | $14K |
| West Paces Advisors Inc. | 0.00% | No change | 111 | $13K |
| Acima Private Wealth, LLC | 0.00% | Add +0.9% | 107 | $13K |
| Venturi Wealth Management, LLC | 0.00% | No change | 106 | $13K |
| Monetary Management Group Inc. | 0.00% | No change | 100 | $12K |
| SJS Investment Consulting Inc. | 0.00% | No change | 95 | $11K |
| Operose Advisors LLC | 0.00% | Add +190.0% | 87 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 85 | $10K |
| Paladin Advisory Group, LLC | 0.01% | No change | 79 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 76 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -17.6% | 75 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 75 | $9K |
| Lindbrook Capital, LLC | 0.00% | No change | 70 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 68 | $8K |
| Sandy Spring Bank | 0.00% | No change | 60 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 58 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 46 | $5K |
| Abound Wealth Management | 0.00% | No change | 45 | $5K |
| Trivant Custom Portfolio Group, LLC | 0.00% | No change | 40 | $5K |
| Clear Investment Research, LLC | 0.01% | No change | 35 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 33 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.7% | 32 | $4K |
| Annapolis Financial Services, LLC | 0.00% | No change | 28 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.1% | 27 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 27 | $3K |
| Richard Bernstein Advisors LLC | 0.00% | No change | 27 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 10 | $1K |
| Horizon Investments, LLC | 0.00% | Add +350.0% | 9 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5 | $598 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $143 |
| Sachetta, LLC | 0.00% | Reduce -98.3% | 1 | $130 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $126 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $118 |
| 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.