iShares MSCI Acwi ETFACWIETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 719 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 47 from Q3 2024. 58 opened new positions and 33 sold out. The largest holders were Morgan Stanley ($855.9M), Johns Hopkins University ($452.4M) and BNP Paribas Financial Markets ($286.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $177.5M |
| Exits | 33 | $338.4M |
All 13F filers, Q3 2024 → Q4 2024: 12,812,943 shares bought and 12,309,885 shares sold, net +503,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 719 holders
| Morgan Stanley | 0.06% | Reduce -3.1% | 7,283,869 | $855.9M |
| Johns Hopkins University | 17.02% | Reduce -38.1% | 3,850,032 | $452.4M |
| BNP Paribas Financial Markets | 0.22% | Add +2.3% | 2,436,098 | $286.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 8.06% | Add +33.5% | 2,398,359 | $281.7M |
| MKP Capital Management, L.L.C. | 12.99% | Reduce -23.8% | 2,240,000 | $263.2M |
| P/E Global LLC | 58.95% | Add +5.4% | 2,229,221 | $261.9M |
| Wells Fargo & Company | 0.05% | Add +52.1% | 1,928,903 | $226.6M |
| Bank of America Corp. | 0.02% | Reduce -50.5% | 1,847,575 | $217.1M |
| Qalhat Capital Ltd | 55.37% | Add +171.9% | 1,783,702 | $209.6M |
| Sageworth Trust Co | 12.72% | Reduce -0.1% | 1,751,554 | $205.8M |
| Allianz Asset Management GmbH | 0.30% | Add +12.5% | 1,728,770 | $203.1M |
| Capital Group Private Client Services, Inc. | 1.74% | Add +21865.4% | 1,608,528 | $189.0M |
| ICONIQ Capital, LLC | 2.86% | Reduce -3.6% | 1,563,488 | $183.7M |
| Federation des caisses Desjardins du Quebec | 0.84% | Add +480.6% | 1,404,020 | $165.0M |
| PNC Financial Services Group, Inc. | 0.11% | Add +7.3% | 1,384,804 | $162.7M |
| Granger Management LLC | 35.77% | Add +252.2% | 1,339,321 | $157.4M |
| Sequoia Financial Advisors, LLC | 1.47% | Add +2.6% | 1,299,226 | $152.7M |
| JPMorgan Chase & Co. | 0.01% | Add +30.8% | 1,211,405 | $142.3M |
| Hackensack Meridian Health, Inc. | 13.54% | No change | 970,000 | $114.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -49.1% | 943,256 | $110.8M |
| Dimension Capital Management LLC | 17.48% | Add +0.0% | 910,607 | $107.0M |
| UBS Group AG | 0.02% | Add +7.7% | 872,160 | $102.5M |
| Evoke Wealth, LLC | 2.77% | Reduce -2.0% | 846,951 | $99.5M |
| Capital International Investors | 0.02% | Add +163.0% | 825,626 | $97.3M |
| Prudential PLC | 0.46% | Add +23.0% | 778,353 | $91.5M |
| Nomura Asset Management Co. Ltd. | 0.27% | Reduce -17.6% | 755,031 | $88.7M |
| Bogart Wealth, LLC | 3.85% | Reduce -1.0% | 690,839 | $81.2M |
| Capital Advisors Inc. | 1.62% | Add +2.8% | 690,336 | $81.1M |
| BlackRock, Inc. | 0.00% | Add +45.9% | 667,379 | $78.4M |
| Royal Bank of Canada | 0.02% | Add +35.3% | 635,001 | $74.6M |
| Brown Advisory Inc. | 0.08% | Add +18.0% | 535,818 | $63.0M |
| Allianz SE | 1.64% | Add +2.0% | 535,550 | $62.9M |
| Alliancebernstein L.P. | 0.02% | Add +24.7% | 514,539 | $60.5M |
| HighTower Advisors, LLC | 0.08% | Add +10.2% | 498,868 | $58.6M |
| Assetmark, Inc. | 0.15% | Add +2.4% | 484,716 | $57.0M |
| HSBC Holdings PLC | 0.03% | Reduce -2.0% | 478,507 | $56.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.58% | Reduce -9.4% | 466,933 | $55.5M |
| Bessemer Group Inc. | 0.08% | Add +1.9% | 438,527 | $51.5M |
| National Bank of Canada | 0.06% | Reduce -52.6% | 423,211 | $49.7M |
| Bricktown Capital, LLC | 10.22% | Reduce -0.6% | 416,619 | $49.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.15% | Add +10.0% | 412,494 | $48.8M |
| Bank of Nova Scotia | 0.08% | Reduce -55.0% | 404,433 | $47.5M |
| Corient Private Wealth LP | 0.08% | Reduce -14.1% | 432,785 | $47.3M |
| Blue Trust, Inc. | 0.60% | Add +0.7% | 401,626 | $47.2M |
| Citigroup Inc. | 0.05% | Add +198.4% | 401,158 | $47.1M |
| Bank of Montreal | 0.02% | Reduce -0.7% | 390,127 | $45.8M |
| Three Bridge Wealth Advisors, LLC | 15.95% | Add +1.5% | 387,722 | $45.6M |
| Bank of New York Mellon Corp | 0.01% | Add +14.9% | 377,401 | $44.3M |
| Great Valley Advisor Group, Inc. | 0.95% | Reduce -8.2% | 361,602 | $42.5M |
| Brandywine Managers, LLC | 42.80% | Reduce -1.2% | 345,648 | $40.6M |
| EPIQ Capital Group, LLC | 10.57% | Add +1.6% | 344,891 | $40.5M |
| Mill Creek Capital Advisors, LLC | 0.94% | Reduce -4.0% | 333,815 | $39.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.3% | 328,860 | $38.6M |
| Lazard Asset Management LLC | 0.06% | Add +683.2% | 324,880 | $38.2M |
| Pathstone Holdings, LLC | 0.17% | Add +8.9% | 323,800 | $38.0M |
| Polen Capital Management LLC | 0.10% | Add +248.8% | 317,801 | $37.3M |
| Cambridge Associates LLC /Ma/ | 1.12% | Reduce -19.9% | 298,797 | $35.1M |
| Common Fund for Nonprofit Organizations | 3.83% | Add +104.0% | 289,874 | $34.1M |
| FMR LLC | 0.00% | Add +0.6% | 283,338 | $33.3M |
| Birnam Oak Advisors, LP | 16.27% | — | 280,800 | $33.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +19.6% | 280,030 | $32.9M |
| LPL Financial LLC | 0.01% | Add +17.1% | 278,457 | $32.7M |
| US Bancorp \de | 0.04% | Add +0.2% | 275,466 | $32.4M |
| Factory Mutual Insurance Co. | 0.35% | No change | 275,000 | $32.3M |
| Qube Research & Technologies Ltd | 0.05% | Add +79.1% | 274,359 | $32.2M |
| Raymond James Financial Inc. | 0.01% | — | 272,718 | $32.0M |
| Arlington Capital Management, Inc. | 21.58% | Add +491.8% | 265,658 | $31.2M |
| Verger Capital Management LLC | 14.21% | Add +0.5% | 242,717 | $28.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -1.5% | 237,943 | $28.0M |
| Oxford Financial Group, LTD. LLC | 1.80% | Add +2.8% | 236,967 | $27.8M |
| CANADA LIFE ASSURANCE Co | 0.05% | New | 233,743 | $27.4M |
| Ayalon Insurance Comp Ltd. | 7.97% | Add +7.2% | 219,717 | $25.8M |
| Jasper Ridge Partners, L.P. | 0.81% | Reduce -1.4% | 218,008 | $25.6M |
| Truist Financial Corp. | 0.04% | Add +0.1% | 216,076 | $25.4M |
| Union Bancaire Privee, UBP SA | 0.44% | — | 153,980 | $24.7M |
| Northern Trust Corp. | 0.00% | Add +450.3% | 209,696 | $24.6M |
| Two Sigma Investments, LP | 0.06% | New | 204,700 | $24.1M |
| Focus Partners Wealth | 0.06% | Add +4.9% | 203,932 | $24.0M |
| Banco Santander, S.A. | 0.28% | Reduce -0.8% | 199,842 | $23.5M |
| Waldron Private Wealth LLC | 0.94% | Reduce -0.0% | 199,270 | $23.4M |
| Neuberger Berman Group LLC | 0.02% | Add +2.2% | 194,711 | $22.9M |
| Sentinel Trust Co. Lba | 2.62% | Add +4.5% | 194,243 | $22.8M |
| Bremer Bank National Association | 4.50% | No change | 193,622 | $22.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.4% | 192,012 | $22.6M |
| Circle Wealth Management, LLC | 0.47% | No change | 187,610 | $22.0M |
| Cresset Asset Management, LLC | 0.11% | Reduce -40.3% | 185,527 | $21.8M |
| Privium Fund Management (UK) Ltd | 17.58% | New | 181,300 | $21.6M |
| Drake & Associates, LLC | 5.93% | Add +5.6% | 171,740 | $20.8M |
| Lido Advisors, LLC | 0.12% | Reduce -4.8% | 166,018 | $19.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -53.9% | 164,590 | $19.4M |
| Naviter Wealth, LLC | 2.25% | Add +190.4% | 158,564 | $18.6M |
| Allen Investment Management, LLC | 0.21% | Add +35.1% | 151,371 | $17.8M |
| Jane Street Group, LLC | 0.03% | Reduce -67.4% | 149,602 | $17.6M |
| Cerity Partners LLC | 0.04% | Reduce -1.1% | 148,988 | $17.5M |
| United Capital Financial Advisors, LLC | 0.15% | Add +15.9% | 147,860 | $17.4M |
| GFS Advisors, LLC | 2.54% | Add +8.3% | 142,225 | $16.7M |
| Stifel Financial Corp. | 0.02% | Add +299.8% | 137,022 | $16.1M |
| Equitable Trust Co. | 0.88% | New | 133,594 | $15.7M |
| Jennison Associates LLC | 0.01% | Add +134.2% | 133,038 | $15.6M |
| Centaurus Financial, Inc. | 0.92% | Reduce -2.1% | 127,759 | $15.0M |
| Gryphon Financial Partners LLC | 2.11% | Add +9.4% | 124,711 | $14.7M |
| Ieq Capital, LLC | 0.14% | Reduce -0.4% | 124,032 | $14.6M |
| Ameriprise Financial Inc. | 0.00% | Add +9.6% | 123,379 | $14.5M |
| Ashford Advisors, LLC | 3.34% | Add +2.2% | 123,119 | $14.5M |
| Sepio Capital, LP | 1.14% | Reduce -2.1% | 121,601 | $14.3M |
| Wind River Trust Co | 5.61% | Reduce -1.0% | 121,474 | $14.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +66.8% | 121,258 | $14.2M |
| Gotham Asset Management | 0.13% | Add +13.8% | 117,483 | $13.8M |
| Barclays PLC | 0.01% | Reduce -77.9% | 108,461 | $12.7M |
| IFC Advisors LLC | 2.69% | — | 104,824 | $12.3M |
| Waverly Advisors, LLC | 0.19% | Add +20.8% | 104,700 | $12.3M |
| Lepercq De Neuflize Asset Management LLC | 8.79% | — | 104,300 | $12.3M |
| Ausdal Financial Partners, Inc. | 1.02% | Reduce -0.0% | 100,907 | $11.9M |
| Captrust Financial Advisors | 0.03% | Reduce -7.2% | 100,640 | $11.8M |
| Capital World Investors | 0.00% | Add +139.4% | 97,949 | $11.5M |
| Harding Loevner LP | 0.08% | Add +195.4% | 98,088 | $11.5M |
| PFG Advisors | 0.70% | Add +5.1% | 96,703 | $11.4M |
| Cwm, LLC | 0.05% | Add +5.3% | 95,749 | $11.3M |
| DC Investments Management, LLC | 7.28% | No change | 94,930 | $11.2M |
| Old Mission Capital LLC | 0.25% | New | 93,081 | $10.9M |
| Partners Capital Investment Group, LLP | 0.30% | Reduce -64.2% | 93,021 | $10.9M |
| NYL Investors LLC | 1.00% | Add +5.5% | 92,600 | $10.9M |
| Dorsey & Whitney Trust CO LLC | 0.59% | Add +0.7% | 90,483 | $10.6M |
| Comerica Bank | 0.04% | Add +9.0% | 89,450 | $10.5M |
| Pictet North America Advisors SA | 0.98% | Add +430.5% | 88,031 | $10.3M |
| WestEnd Advisors, LLC | 0.26% | Add +1167.4% | 87,706 | $10.3M |
| Charter Oak Capital Management, LLC | 0.95% | Add +0.1% | 86,941 | $10.2M |
| Unique Wealth, LLC | 2.08% | Add +70.4% | 84,911 | $10.0M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -6.3% | 83,568 | $9.8M |
| VPR Management LLC | 5.10% | Reduce -3.4% | 83,300 | $9.8M |
| DT Investment Partners, LLC | 0.83% | Reduce -0.1% | 83,203 | $9.8M |
| AlTi Global, Inc. | 0.23% | Reduce -27.0% | 82,411 | $9.7M |
| SG Americas Securities, LLC | 0.04% | No change | 80,362 | $9.4M |
| North Berkeley Wealth Management, LLC | 9.55% | — | 80,069 | $9.4M |
| Lowe Brockenbrough & Co. Inc. | 0.60% | Reduce -2.6% | 79,920 | $9.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 2.63% | Add +0.9% | 79,864 | $9.4M |
| Plan Group Financial, LLC | 4.89% | Reduce -1.2% | 78,849 | $9.3M |
| Fsa Wealth Partners, Inc. | 2.13% | Add +4.3% | 77,445 | $9.1M |
| Cetera Investment Advisers | 0.02% | Add +2.0% | 75,370 | $8.9M |
| Stonehearth Capital Management, LLC | 3.52% | Add +3.3% | 74,771 | $8.8M |
| Cromwell Holdings LLC | 4.93% | New | 72,760 | $8.5M |
| Mariner, LLC | 0.01% | Add +3.3% | 72,065 | $8.5M |
| BIP Wealth, LLC | 0.56% | Reduce -1.7% | 70,931 | $8.3M |
| Amplius Wealth Advisors, LLC | 0.85% | Add +10.2% | 70,806 | $8.3M |
| WCM Investment Management, LLC | 0.02% | Add +11634.5% | 69,820 | $8.2M |
| Clal Insurance Enterprises Holdings Ltd | 0.07% | Reduce -54.8% | 69,600 | $8.2M |
| Janney Capital Management LLC | 0.53% | New | 67,853 | $8.0M |
| Wealthspire Advisors, LLC | 0.08% | Add +0.3% | 65,321 | $7.7M |
| Able Wealth Management LLC | 4.89% | Reduce -2.0% | 63,286 | $7.4M |
| TD Capital Management LLC | 0.75% | Reduce -5.7% | 63,049 | $7.4M |
| Pinebridge Investments, L.P. | 0.05% | Add +45.6% | 61,664 | $7.2M |
| WMS Partners, LLC | 0.40% | Reduce -1.4% | 61,256 | $7.2M |
| Cahaba Wealth Management, Inc. | 0.59% | Add +0.6% | 60,765 | $7.1M |
| BluePointe Capital Management, LLC | 4.03% | Add +0.5% | 59,965 | $7.0M |
| Clearstead Advisors, LLC | 0.11% | Add +19.8% | 59,737 | $7.0M |
| Managed Asset Portfolios, LLC | 1.03% | Add +70.7% | 59,002 | $6.9M |
| Private Advisor Group, LLC | 0.04% | Add +4.5% | 58,782 | $6.9M |
| Parallel Advisors, LLC | 0.16% | Add +0.3% | 58,636 | $6.9M |
| Citadel Advisors | 0.01% | Reduce -33.1% | 58,056 | $6.8M |
| Atria Investments, Inc | 0.08% | Add +28.6% | 56,133 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.4% | 53,628 | $6.3M |
| Financial Enhancement Group LLC | 0.96% | New | 53,891 | $6.3M |
| Glenmede Trust Co. NA | 0.03% | Reduce -22.4% | 52,458 | $6.2M |
| LexAurum Advisors, LLC | 1.20% | Add +6.5% | 50,959 | $6.0M |
| Leavell Investment Management, Inc. | 0.29% | No change | 50,275 | $5.9M |
| Sandbox Financial Partners, LLC | 1.96% | Add +8.8% | 50,121 | $5.9M |
| Zurich Insurance Group Ltd | 0.05% | New | 49,304 | $5.8M |
| Northside Capital Management, LLC | 1.51% | No change | 48,164 | $5.7M |
| Beirne Wealth Consulting Services, LLC | 1.99% | Add +2.6% | 47,066 | $5.5M |
| Moneda S.A. Administradora General de Fondos | 5.75% | Add +2.5% | 47,049 | $5.5M |
| W1M Asset Management Ltd | 0.47% | New | 46,600 | $5.5M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +27.9% | 45,945 | $5.4M |
| Lake Street Advisors Group, LLC | 0.25% | Add +0.1% | 45,647 | $5.4M |
| Peak Financial Management, Inc. | 1.60% | Reduce -0.9% | 45,505 | $5.3M |
| Creative Planning | 0.01% | Reduce -2.1% | 45,326 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.0% | 44,546 | $5.2M |
| Madrona Financial Services, LLC | 1.42% | Reduce -4.6% | 44,441 | $5.2M |
| Frank, Rimerman Advisors LLC | 0.38% | Reduce -0.4% | 44,053 | $5.2M |
| Aristotle Capital Management, LLC | 0.01% | New | 43,249 | $5.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -48.7% | 42,266 | $5.0M |
| Atwater Malick LLC | 1.66% | Reduce -0.1% | 42,049 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.3% | 41,230 | $4.8M |
| Retirement Income Solutions, Inc. | 0.97% | Add +2.9% | 40,754 | $4.8M |
| USAdvisors Wealth Management, LLC | 1.56% | Reduce -5.2% | 40,742 | $4.8M |
| Lee Financial Co | 0.67% | Reduce -0.4% | 40,484 | $4.8M |
| Independent Wealth Network Inc. | 1.93% | Add +2.1% | 40,361 | $4.7M |
| Silver Oak Securities, Incorporated | 0.44% | Reduce -42.5% | 39,981 | $4.7M |
| Sand Hill Global Advisors, LLC | 0.20% | No change | 39,577 | $4.7M |
| Banque Pictet & Cie SA | 0.05% | No change | 39,383 | $4.6M |
| Wellington Management Group LLP | 0.00% | Reduce -77.8% | 38,539 | $4.5M |
| Wescott Financial Advisory Group, LLC | 0.47% | Add +3.4% | 38,482 | $4.5M |
| PAX Financial Group, LLC | 0.80% | Reduce -5.3% | 37,938 | $4.5M |
| Ballentine Partners, LLC | 0.08% | Add +3.2% | 37,838 | $4.4M |
| CW Advisors, LLC | 0.06% | Add +3.5% | 37,772 | $4.4M |
| Moran Wealth Management, LLC | 0.14% | New | 37,542 | $4.4M |
| Quadrant Capital Group LLC | 0.30% | Add +28.7% | 37,361 | $4.4M |
| Financial Council, LLC | 2.21% | Reduce -7.7% | 36,533 | $4.3M |
| Freestone Capital Holdings, LLC | 0.15% | Reduce -1.2% | 36,257 | $4.3M |
| Saxony Capital Management, LLC | 3.72% | Add +44.1% | 35,947 | $4.2M |
| Diversified Trust Co. | 0.10% | Add +0.1% | 35,261 | $4.1M |
| Debussy Capital Management LP | 0.62% | Add +0.3% | 33,727 | $4.1M |
| Clarius Group, LLC | 0.28% | No change | 34,570 | $4.1M |
| Sava Infond d.o.o. | 0.69% | — | 33,450 | $3.9M |
| Arkos Global Advisors | 0.58% | Reduce -5.1% | 33,442 | $3.9M |
| Intergy Private Wealth, LLC | 1.46% | Add +0.0% | 33,225 | $3.9M |
| Sharkey, Howes & Javer | 0.54% | Add +7.4% | 32,900 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Add +54.2% | 32,267 | $3.8M |
| Pinnacle Associates Ltd. | 0.05% | Add +13.9% | 31,805 | $3.7M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Reduce -0.4% | 31,704 | $3.7M |
| MainStreet Investment Advisors LLC | 0.52% | No change | 31,384 | $3.7M |
| Well Done, LLC | 0.67% | No change | 30,703 | $3.7M |
| Sageworth Trust Co of South Dakota | 4.62% | No change | 31,062 | $3.6M |
| Capital Research Global Investors | 0.00% | Add +83.1% | 30,948 | $3.6M |
| Scotia Capital Inc. | 0.02% | Add +137.4% | 31,002 | $3.6M |
| BSW Wealth Partners | 0.53% | Add +0.8% | 30,860 | $3.6M |
| EP Wealth Advisors, LLC | 0.03% | Add +1.2% | 30,690 | $3.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.34% | Add +8.6% | 30,600 | $3.6M |
| Advisor OS, LLC | 0.41% | Add +8.7% | 29,858 | $3.5M |
| Altrafin AG | 1.20% | No change | 29,500 | $3.5M |
| Headlands Technologies LLC | 0.34% | Add +113.3% | 29,201 | $3.4M |
| Bluespring Wealth Management, LLC | 0.35% | Reduce -3.1% | 28,946 | $3.4M |
| Keel Point, LLC | 0.27% | Reduce -1.5% | 28,789 | $3.4M |
| RFP Financial Group LLC | 1.28% | Add +3.7% | 27,943 | $3.3M |
| Rik Saylor Financial, Inc. | 2.99% | — | 27,529 | $3.2M |
| Shepherd Kaplan Krochuk, LLC | 2.68% | Add +0.0% | 27,296 | $3.2M |
| Signaturefd, LLC | 0.06% | Reduce -0.1% | 27,200 | $3.2M |
| Synovus Financial Corp. | 0.04% | Add +1.0% | 27,146 | $3.2M |
| Barings LLC | 0.08% | No change | 26,991 | $3.2M |
| Franklin Resources Inc. | 0.00% | Add +3.9% | 26,725 | $3.1M |
| Pennington Partners & Co., LLC | 1.53% | — | 26,281 | $3.1M |
| Ameritas Advisory Services, LLC | 0.11% | Add +53.0% | 26,029 | $3.1M |
| Prudential Financial Inc. | 0.00% | Reduce -34.8% | 25,700 | $3.0M |
| Saranac Partners Ltd | 1.70% | New | 25,600 | $3.0M |
| Waddell & Associates, LLC | 0.31% | No change | 25,518 | $3.0M |
| Marex Group Ltd | 0.05% | No change | 25,120 | $3.0M |
| Golden State Wealth Management, LLC | 0.44% | — | 25,062 | $2.9M |
| Voya Investment Management LLC | 0.00% | Add +123.9% | 24,913 | $2.9M |
| Callan Family Office, LLC | 0.19% | Add +31.1% | 24,875 | $2.9M |
| St. Louis Trust Co | 0.41% | Reduce -11.7% | 24,285 | $2.9M |
| PFW Advisors LLC | 0.88% | — | 24,217 | $2.8M |
| BBR Partners, LLC | 0.20% | New | 24,150 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +0.7% | 23,870 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +94.4% | 23,497 | $2.8M |
| RDA Financial Network | 0.80% | Reduce -12.2% | 23,224 | $2.7M |
| Causeway Capital Management LLC | 0.06% | Add +28.9% | 23,048 | $2.7M |
| Klaas Financial Asset Advisors, LLC | 0.47% | Reduce -0.8% | 22,895 | $2.7M |
| World Investment Advisors | 0.07% | Add +626.3% | 22,560 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +51.2% | 22,360 | $2.6M |
| Coldstream Capital Management Inc. | 0.06% | Add +0.9% | 22,007 | $2.6M |
| Arcus Capital Partners, LLC | 0.82% | Add +7.3% | 23,433 | $2.6M |
| Austin Wealth Management, LLC | 0.53% | Reduce -8.7% | 21,287 | $2.5M |
| Brighton Jones LLC | 0.07% | Reduce -4.7% | 21,374 | $2.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Reduce -48.4% | 21,454 | $2.5M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -1.4% | 21,120 | $2.5M |
| HB Wealth Management, LLC | 0.03% | Add +0.2% | 20,991 | $2.5M |
| Rothschild & Co Wealth Management UK Ltd | 0.04% | No change | 20,818 | $2.4M |
| Aries Wealth Management | 0.67% | Add +3.0% | 20,692 | $2.4M |
| SeaBridge Investment Advisors LLC | 0.50% | New | 20,454 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.2% | 20,138 | $2.4M |
| CKW Financial Group | 0.28% | Add +3.9% | 19,692 | $2.3M |
| Wolf Group Capital Advisors | 1.11% | No change | 23,859 | $2.3M |
| Bleakley Financial Group, LLC | 0.07% | Add +2.7% | 19,302 | $2.3M |
| Faithward Advisors, LLC | 0.39% | Add +14.4% | 19,282 | $2.3M |
| Altman Advisors, Inc. | 0.96% | New | 19,190 | $2.3M |
| Advisory Research Inc. | 0.37% | Add +571.4% | 18,907 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +0.1% | 18,729 | $2.2M |
| Hirtle & Co., LLC | 0.11% | Reduce -0.4% | 18,707 | $2.2M |
| Fund Evaluation Group, LLC | 0.10% | Reduce -0.6% | 18,421 | $2.2M |
| MAI Capital Management | 0.02% | Reduce -1.7% | 18,246 | $2.1M |
| First Citizens Bank & Trust Co. | 0.04% | Add +71.7% | 18,079 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +1.5% | 18,035 | $2.1M |
| Catalyst Private Wealth, LLC | 0.94% | Add +5.3% | 17,931 | $2.1M |
| Aspiriant, LLC | 0.08% | Reduce -21.4% | 17,865 | $2.1M |
| Schroder Investment Management Group | 0.00% | Reduce -3.6% | 17,605 | $2.1M |
| Pure Financial Advisors, LLC | 0.05% | Add +13.2% | 17,518 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.03% | New | 17,469 | $2.1M |
| Cambiar Investors LLC | 0.08% | Add +326.0% | 17,149 | $2.0M |
| John W. Brooker & Co., CPAs | 0.86% | Reduce -0.2% | 16,967 | $2.0M |
| Strategic Blueprint, LLC | 0.11% | Reduce -0.0% | 16,278 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +21.1% | 16,265 | $1.9M |
| MayTech Global Investments, LLC | 0.22% | Add +116.0% | 16,171 | $1.9M |
| Roth Financial Partners LLC | 0.75% | Reduce -0.4% | 16,038 | $1.9M |
| Clarus Wealth Advisors | 0.93% | Add +7.0% | 16,042 | $1.9M |
| K.J. Harrison & Partners Inc | 0.29% | Add +23.3% | 15,845 | $1.9M |
| Rwa Wealth Partners, LLC | 0.02% | Add +1.5% | 15,679 | $1.8M |
| Midwest Heritage Bank, FSB | 0.85% | Reduce -1.1% | 15,647 | $1.8M |
| GQG Partners LLC | 0.00% | New | 15,480 | $1.8M |
| Avestar Capital, LLC | 0.16% | Add +71.9% | 15,422 | $1.8M |
| Greystone Financial Group, LLC | 0.31% | Add +6.7% | 15,380 | $1.8M |
| Angeles Investment Advisors, LLC | 0.09% | Reduce -1.7% | 15,185 | $1.8M |
| Wealthfront Advisers LLC | 0.01% | Add +26.8% | 15,136 | $1.8M |
| Credit Agricole S A | 0.01% | Add +89.6% | 14,984 | $1.8M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +0.1% | 14,940 | $1.8M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 14,810 | $1.7M |
| SYM FINANCIAL Corp | 0.22% | Reduce -1.9% | 14,736 | $1.7M |
| Fifth Third Bancorp | 0.01% | Reduce -0.7% | 14,718 | $1.7M |
| Strategic Family Wealth Counselors, L.L.C. | 0.54% | Add +56.7% | 14,145 | $1.7M |
| Old National Bancorp | 0.04% | Add +9.3% | 14,134 | $1.7M |
| Financial Advocates Investment Management | 0.09% | Reduce -8.6% | 14,081 | $1.7M |
| Insigneo Advisory Services, LLC | 0.17% | Add +43.7% | 14,053 | $1.7M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -1.6% | 13,857 | $1.6M |
| Nottingham Advisors, Inc. | 0.20% | Reduce -5.4% | 13,630 | $1.6M |
| Astoria Strategic Wealth, Inc. | 0.48% | No change | 13,620 | $1.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +3.2% | 13,487 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -1.8% | 13,366 | $1.6M |
| Veltria Advisors Corp. | 0.65% | Reduce -9.8% | 13,252 | $1.6M |
| Stratos Investment Management, LLC | 0.09% | New | 13,183 | $1.5M |
| JFG Wealth Management, LLC | 0.35% | Reduce -3.3% | 13,128 | $1.5M |
| Choreo, LLC | 0.02% | Add +7.6% | 13,056 | $1.5M |
| Haverford Trust Co | 0.02% | Reduce -10.4% | 13,052 | $1.5M |
| YHB Investment Advisors, Inc. | 0.12% | Reduce -2.3% | 12,900 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.4% | 12,650 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | Add +0.5% | 12,547 | $1.5M |
| AMG National Trust Bank | 0.04% | Reduce -0.2% | 12,543 | $1.5M |
| Arlington Trust Co LLC | 0.31% | Reduce -9.1% | 12,500 | $1.5M |
| Empirical Finance, LLC | 0.08% | No change | 12,489 | $1.5M |
| Lifelong Wealth Advisors, Inc. | 0.66% | — | 12,429 | $1.5M |
| Metis Global Partners, LLC | 0.04% | New | 12,239 | $1.4M |
| Great Waters Wealth Management | 0.18% | Add +0.3% | 12,195 | $1.4M |
| Oak Family Advisors, LLC | 0.56% | Add +324.3% | 12,190 | $1.4M |
| Rathbones Group PLC | 0.01% | Add +184.4% | 12,037 | $1.4M |
| Evergreen Capital Management LLC | 0.05% | Add +3.7% | 11,930 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -8.9% | 11,845 | $1.4M |
| G&S Capital LLC | 0.57% | Add +1.5% | 11,649 | $1.4M |
| Atlas Capital Advisors Inc. | 0.17% | Reduce -5.2% | 11,640 | $1.4M |
| Community Bank, N.A. | 0.17% | No change | 11,500 | $1.4M |
| Valeo Financial Advisors, LLC | 0.04% | Add +26.1% | 11,391 | $1.3M |
| Shum Financial Group, Inc. | 1.16% | Add +2.8% | 11,390 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.13% | Reduce -26.5% | 11,280 | $1.3M |
| Rhumbline Advisers | 0.00% | Add +26.4% | 11,224 | $1.3M |
| KCM Investment Advisors LLC | 0.05% | No change | 11,155 | $1.3M |
| Activest Wealth Management | 0.37% | Add +4.8% | 11,131 | $1.3M |
| Berkshire Asset Management LLC | 0.06% | No change | 10,556 | $1.3M |
| Summit Financial, LLC | 0.05% | New | 10,932 | $1.3M |
| Sivia Capital Partners, LLC | 0.64% | Add +48.0% | 10,916 | $1.3M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -15.3% | 10,802 | $1.3M |
| Peregrine Asset Advisers, Inc. | 0.46% | Reduce -0.1% | 10,691 | $1.3M |
| Sierra Capital LLC | 0.15% | Reduce -71.2% | 10,643 | $1.3M |
| Montecito Bank & Trust | 0.21% | No change | 10,533 | $1.2M |
| Cherrydale Wealth Management, LLC | 0.48% | Add +0.9% | 10,475 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Reduce -16.9% | 10,414 | $1.2M |
| Choate Investment Advisors | 0.03% | No change | 10,323 | $1.2M |
| Fiduciary Trust Co | 0.02% | Add +0.9% | 10,290 | $1.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.49% | No change | 10,185 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.8% | 10,117 | $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 |
| Stonehaven Wealth & Tax Solutions, LLC | 1.26% | — | 9,822 | $1.2M |
| Brandywine Trust Co. | 0.18% | No change | 9,746 | $1.1M |
| Columbus Macro, LLC | 0.16% | Add +6.8% | 9,698 | $1.1M |
| Stonebrook Private Inc. | 0.29% | Reduce -1.2% | 9,567 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.4% | 9,515 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.3% | 9,160 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.12% | No change | 9,492 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +1.5% | 9,367 | $1.1M |
| RiverTree Advisors, LLC | 0.72% | New | 9,363 | $1.1M |
| NTV Asset Management LLC | 0.14% | Add +0.0% | 9,317 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -0.9% | 9,200 | $1.1M |
| Eagle Bay Advisors LLC | 0.68% | New | 9,193 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -7.0% | 9,138 | $1.1M |
| Ifrah Financial Services, Inc. | 0.29% | Add +29.5% | 8,924 | $1.0M |
| Transatlantique Private Wealth LLC | 0.40% | New | 8,923 | $1.0M |
| Sage Advisory Services, Ltd.Co. | 0.62% | Add +0.7% | 8,906 | $1.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +7.4% | 8,766 | $1.0M |
| NavPoint Financial, Inc. | 0.80% | Add +0.9% | 8,650 | $1.0M |
| SVB Wealth LLC | 0.02% | New | 8,616 | $1.0M |
| Evelyn Partners Asset Management Ltd | 0.27% | — | 8,511 | $1.0M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.34% | New | 8,500 | $999K |
| Prospect Financial Services LLC | 0.53% | Add +0.9% | 8,318 | $977K |
| Becker Capital Management Inc. | 0.03% | No change | 8,300 | $975K |
| Elevation Point Wealth Partners, LLC | 0.08% | New | 8,270 | $972K |
| Sonoma Private Wealth LLC | 1.57% | No change | 8,260 | $971K |
| Archford Capital Strategies, LLC | 0.15% | Add +15.6% | 8,171 | $960K |
| NewEdge Wealth, LLC | 0.02% | Reduce -17.4% | 8,149 | $958K |
| Advisory Services Network, LLC | 0.02% | Add +113.2% | 8,064 | $948K |
| First Trust Advisors LP | 0.00% | New | 7,955 | $935K |
| SBI Securities Co., Ltd. | 0.03% | — | 7,718 | $907K |
| Wealth Architects, LLC | 0.10% | No change | 7,694 | $904K |
| Atlas Legacy Advisors, LLC | 0.22% | — | 7,634 | $897K |
| Sfmg, LLC | 0.07% | No change | 7,592 | $892K |
| Merit Financial Group, LLC | 0.02% | Add +1.5% | 7,539 | $886K |
| Longview Financial Advisors LLC | 0.59% | — | 7,534 | $885K |
| Quantitative Strategies, Inc. | 0.47% | Add +7.9% | 7,488 | $880K |
| Commerce Bank | 0.01% | No change | 7,456 | $876K |
| Sunflower Bank, N.A. | 0.24% | Reduce -43.1% | 7,421 | $872K |
| Fifth Third Wealth Advisors LLC | 0.05% | No change | 7,300 | $858K |
| Patten Group, Inc. | 0.19% | Add +0.1% | 7,211 | $847K |
| Whittier Trust Co. | 0.01% | Reduce -1.1% | 7,191 | $845K |
| Criterion Capital Advisors, LLC | 0.52% | No change | 7,300 | $821K |
| Sheets Smith Wealth Management | 0.10% | Reduce -2.2% | 6,945 | $816K |
| St Germain D J Co. Inc. | 0.04% | No change | 6,928 | $814K |
| Vident Advisory, LLC | 0.01% | Add +19.5% | 6,839 | $804K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.5% | 6,732 | $791K |
| Winthrop Advisory Group LLC | 0.09% | Add +81.3% | 6,653 | $782K |
| CreativeOne Wealth, LLC | 0.02% | New | 6,612 | $777K |
| Trek Financial, LLC | 0.06% | Add +0.9% | 6,605 | $776K |
| Fiducient Advisors LLC | 0.10% | Add +77.4% | 6,590 | $774K |
| Wedbush Securities Inc. | 0.03% | Add +98.3% | 6,586 | $774K |
| Apeiron RIA LLC | 0.22% | No change | 6,560 | $771K |
| Bailard, Inc. | 0.02% | Reduce -2.1% | 6,274 | $737K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 6,269 | $737K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -2.5% | 6,230 | $732K |
| SCS Capital Management LLC | 0.01% | Add +0.9% | 6,154 | $723K |
| Mather Group, Llc. | 0.01% | Add +7.1% | 6,126 | $720K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.2% | 6,102 | $717K |
| Highland Capital Management, LLC | 0.04% | No change | 6,040 | $710K |
| Quantinno Capital Management LP | 0.01% | Reduce -24.3% | 6,019 | $707K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +0.6% | 6,002 | $705K |
| GenTrust, LLC | 0.03% | Reduce -20.4% | 5,988 | $704K |
| Savant Capital, LLC | 0.01% | Reduce -14.0% | 5,988 | $704K |
| Ballew Advisors, Inc | 0.45% | Add +2.2% | 6,016 | $700K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 5,828 | $685K |
| Summit Wealth Partners, LLC | 0.14% | No change | 5,735 | $674K |
| Souders Financial Advisors | 0.09% | New | 5,721 | $672K |
| Capasso Planning Partners LLC | 0.26% | Add +22.9% | 5,624 | $661K |
| Strategic Financial Partners, Ltd. | 0.34% | Reduce -1.3% | 5,620 | $660K |
| Gries Financial LLC | 0.12% | No change | 5,575 | $655K |
| &partners | 0.01% | New | 5,480 | $649K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.5% | 5,504 | $647K |
| Advisory Alpha, LLC | 0.02% | No change | 5,457 | $641K |
| Altfest L J & Co. Inc. | 0.08% | Add +0.1% | 5,455 | $641K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.3% | 5,442 | $639K |
| Evolution Wealth Advisors, LLC | 0.11% | Add +0.2% | 5,441 | $639K |
| Balentine LLC | 0.03% | Reduce -0.2% | 5,371 | $631K |
| Aaron Wealth Advisors LLC | 0.07% | No change | 5,366 | $631K |
| GDS Wealth Management | 0.06% | No change | 5,339 | $627K |
| One Capital Management, LLC | 0.02% | New | 5,250 | $617K |
| Transcend Capital Advisors, LLC | 0.04% | Add +1.6% | 5,194 | $610K |
| Bellwether Advisors, LLC | 0.11% | Add +0.7% | 5,176 | $608K |
| New York Life Investment Management LLC | 0.01% | Add +1.3% | 5,173 | $608K |
| Squarepoint Ops LLC | 0.00% | Reduce -85.4% | 5,134 | $603K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -2.2% | 5,097 | $599K |
| Annandale Capital, LLC | 0.12% | New | 5,072 | $596K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +55.5% | 5,053 | $594K |
| Sigma Planning Corp | 0.02% | Reduce -1.1% | 5,015 | $589K |
| Eight 31 Financial, LLC | 0.45% | Reduce -15.3% | 4,997 | $587K |
| 2UniFi Bank | 0.39% | — | 4,950 | $582K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -11.4% | 4,925 | $579K |
| Alhambra Investment Management LLC | 0.30% | Reduce -54.8% | 4,909 | $577K |
| Edge Capital Group, LLC | 0.03% | Add +13.1% | 4,878 | $573K |
| Rather & Kittrell, Inc. | 0.13% | Reduce -0.2% | 4,871 | $572K |
| Client 1ST Advisory Group, LLC | 0.22% | Add +29.0% | 4,817 | $566K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.3% | 4,767 | $563K |
| Compass Investment Advisers LLC | 1.63% | — | 4,780 | $562K |
| RFG Advisory, LLC | 0.02% | Add +7.0% | 4,755 | $559K |
| Courage Miller Partners, LLC | 0.19% | No change | 4,750 | $558K |
| New Capital Management LP | 0.16% | Add +0.5% | 4,674 | $549K |
| GTS Securities LLC | 0.03% | Reduce -23.2% | 4,666 | $548K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +6.3% | 4,620 | $543K |
| Provenance Wealth Advisors, LLC | 0.07% | No change | 4,614 | $542K |
| Oppenheimer & Co. Inc. | 0.01% | Add +53.8% | 4,511 | $530K |
| Advisors Capital Management, LLC | 0.01% | New | 4,507 | $530K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -1.5% | 4,471 | $525K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +5.6% | 4,324 | $525K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +4.5% | 4,432 | $521K |
| Belvedere Trading LLC | 0.04% | Add +447.8% | 4,432 | $521K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -1.0% | 4,384 | $515K |
| Millennium Management | 0.00% | Reduce -80.7% | 4,346 | $511K |
| Brightwater Advisory LLC | 0.40% | Reduce -39.5% | 4,340 | $510K |
| Naples Global Advisors, LLC | 0.05% | Reduce -3.3% | 4,335 | $509K |
| Rovin Capital /Ut/ | 0.18% | Reduce -2.3% | 4,322 | $508K |
| Abundance Wealth Counselors | 0.11% | New | 4,325 | $508K |
| Modus Advisors, LLC | 0.16% | No change | 4,314 | $507K |
| Magnus Financial Group LLC | 0.05% | Reduce -20.4% | 4,313 | $507K |
| HRT Financial LP | 0.00% | Reduce -31.2% | 4,312 | $506K |
| Accurate Wealth Management, LLC | 0.10% | No change | 4,312 | $502K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,200 | $494K |
| LVW Advisors, LLC | 0.06% | Reduce -1.6% | 4,199 | $493K |
| Regatta Capital Group, LLC | 0.10% | Reduce -1.3% | 4,198 | $493K |
| Redwood Investment Management, LLC | 0.05% | Add +10.6% | 4,172 | $490K |
| Y.D. More Investments Ltd | 0.04% | Add +13.4% | 4,140 | $486K |
| Mutual Advisors, LLC | 0.01% | No change | 4,092 | $485K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +139.5% | 4,098 | $482K |
| GC Wealth Management RIA, LLC | 0.08% | No change | 4,032 | $474K |
| Americana Partners, LLC | 0.02% | No change | 4,012 | $471K |
| Ancora Advisors LLC | 0.01% | No change | 4,000 | $470K |
| Belpointe Asset Management LLC | 0.03% | No change | 3,995 | $467K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -7.0% | 3,965 | $466K |
| GR Financial Group, LLC | 0.08% | Reduce -0.4% | 3,943 | $463K |
| Lee Danner & Bass Inc. | 0.04% | Reduce -19.5% | 3,922 | $461K |
| ONE Advisory Partners, LLC | 0.20% | Reduce -1.3% | 3,916 | $460K |
| IFP Advisors, Inc | 0.01% | Add +11.6% | 3,874 | $455K |
| Parcion Private Wealth LLC | 0.03% | No change | 3,817 | $448K |
| American Trust | 0.03% | New | 3,770 | $443K |
| First Citizens Asset Management, Inc. | 0.16% | Reduce -11.7% | 3,761 | $442K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -50.3% | 3,748 | $440K |
| Clearview Wealth Advisors LLC | 0.33% | No change | 3,742 | $440K |
| Cape Ann Savings Bank | 0.26% | No change | 3,713 | $436K |
| Stephens Inc. | 0.01% | No change | 3,707 | $436K |
| Certuity, LLC | 0.05% | New | 3,684 | $433K |
| Caprock Group, LLC | 0.01% | New | 3,669 | $431K |
| Hemington Wealth Management | 0.11% | Reduce -7.4% | 3,662 | $430K |
| LGT Financial Advisors LLC | 0.95% | Reduce -4.0% | 3,646 | $428K |
| Genesis Wealth Advisors, LLC | 0.37% | — | 3,644 | $428K |
| Financial Management Professionals, Inc. | 0.05% | Add +66.6% | 3,615 | $425K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Add +0.1% | 3,560 | $418K |
| UMB Bank, n.a. | 0.01% | No change | 3,520 | $414K |
| GM Advisory Group, LLC | 0.02% | Add +11.8% | 3,493 | $410K |
| Hancock Whitney Corp. | 0.01% | No change | 3,485 | $409K |
| AA Financial Advisors, LLC | 0.11% | No change | 3,456 | $406K |
| Wexford Capital LP | 0.10% | Reduce -93.9% | 3,455 | $406K |
| Phoenix Financial Ltd. | 0.01% | No change | 3,431 | $403K |
| Garde Capital, Inc. | 0.03% | No change | 3,344 | $393K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +2.1% | 3,332 | $392K |
| Modera Wealth Management, LLC | 0.00% | Add +2.1% | 3,312 | $389K |
| High Probability Advisors, LLC | 0.07% | No change | 3,253 | $382K |
| Greenup Street Wealth Management LLC | 0.08% | No change | 3,216 | $378K |
| Burke & Herbert Bank & Trust Co. | 0.09% | Reduce -10.5% | 3,182 | $374K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.3% | 3,179 | $374K |
| Hoxton Planning & Management, LLC | 0.14% | Reduce -1.9% | 3,176 | $373K |
| Cyr Financial Inc. | 0.33% | Reduce -9.9% | 3,124 | $367K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,096 | $364K |
| HBK Sorce Advisory LLC | 0.01% | No change | 3,069 | $361K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.3% | 3,060 | $360K |
| New Republic Capital, LLC | 0.23% | Reduce -57.7% | 3,044 | $358K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 3,000 | $353K |
| Blue Edge Capital, LLC | 0.06% | Add +0.1% | 2,981 | $350K |
| DSG Capital Advisors, LLC | 0.06% | — | 2,921 | $343K |
| Tiaa Trust, National Association | 0.00% | No change | 2,916 | $343K |
| TKG Advisors, LLC | 0.16% | Reduce -1.1% | 2,797 | $341K |
| Rossmore Private Capital | 0.04% | No change | 2,900 | $341K |
| Keybank National Association | 0.00% | No change | 2,887 | $339K |
| Sequent Asset Management, LLC | 0.17% | No change | 2,873 | $338K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.5% | 2,857 | $336K |
| Regal Investment Advisors LLC | 0.03% | Reduce -2.7% | 2,827 | $332K |
| Brand Asset Management Group, Inc. | 0.13% | Add +10.5% | 2,816 | $331K |
| Spire Wealth Management | 0.01% | Add +0.0% | 2,814 | $331K |
| Ruggaard & Associates LLC | 0.14% | No change | 2,813 | $331K |
| Sei Investments Co. | 0.00% | New | 2,754 | $324K |
| LWM Advisors Inc. | 0.32% | — | 2,753 | $323K |
| Portland Global Advisors LLC | 0.04% | No change | 2,726 | $320K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.9% | 2,697 | $320K |
| Global Strategic Investment Solutions, LLC | 0.04% | No change | 2,717 | $319K |
| Trivium Point Advisory, LLC | 0.04% | No change | 2,703 | $318K |
| Belmont Capital, LLC | 0.05% | No change | 2,697 | $317K |
| Stonebridge Capital Advisors LLC | 0.03% | No change | 2,694 | $317K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.5% | 2,686 | $316K |
| Weil Company, Inc. | 0.11% | No change | 2,645 | $311K |
| Essex Bank | 0.08% | No change | 2,635 | $310K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 2,642 | $307K |
| Country Club Bank | 0.02% | Reduce -6.0% | 2,595 | $306K |
| Sapient Capital LLC | 0.01% | Add +4.9% | 2,587 | $304K |
| Cassia Capital Partners, LLC | 0.19% | Reduce -74.4% | 2,579 | $303K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.0% | 2,561 | $301K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 2,550 | $300K |
| Friedenthal Financial | 0.17% | Reduce -2.6% | 2,538 | $298K |
| Battery Global Advisors, LLC | 0.16% | Add +0.4% | 2,523 | $296K |
| Navellier & Associates Inc. | 0.04% | New | 2,510 | $295K |
| Stonebridge Financial Group, LLC | 0.03% | — | 2,499 | $294K |
| Seven Post Investment Office LP | 0.11% | No change | 2,488 | $292K |
| Balboa Wealth Partners | 0.07% | Add +13.1% | 2,446 | $287K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -60.4% | 2,445 | $287K |
| Princeton Global Asset Management LLC | 0.05% | Add +22.4% | 2,435 | $286K |
| Independent Financial Group, LLC | 0.01% | New | 2,420 | $284K |
| Provident Wealth Management, LLC | 0.09% | No change | 2,417 | $284K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 2,412 | $283K |
| Warburton Capital Management, LLC | 0.21% | — | 2,381 | $279K |
| Highlander Partners, L.P. | 0.16% | No change | 2,360 | $277K |
| Ironwood Wealth Management, LLC. | 0.09% | Add +2.8% | 2,358 | $277K |
| Heritage Family Offices, LLP | 0.14% | Reduce -2.6% | 2,357 | $277K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,349 | $276K |
| Bank Hapoalim BM | 0.05% | No change | 2,349 | $276K |
| Jones Financial Companies LLLP | 0.00% | Add +72.5% | 2,342 | $275K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.8% | 2,329 | $274K |
| Alteri Wealth LLC | 0.08% | — | 2,313 | $272K |
| TD Private Client Wealth LLC | 0.01% | Add +191.5% | 2,306 | $271K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 2,303 | $271K |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -32.9% | 2,300 | $270K |
| Symmetry Partners, LLC | 0.04% | New | 2,295 | $270K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 2,290 | $269K |
| Essex Financial Services, Inc. | 0.02% | Reduce -4.5% | 2,281 | $268K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -11.5% | 2,269 | $267K |
| Pathway Financial Advisors LLC | 0.06% | New | 2,269 | $267K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -0.0% | 2,257 | $265K |
| Allworth Financial LP | 0.00% | Add +20.7% | 2,177 | $264K |
| PDS Planning, Inc | 0.02% | No change | 2,222 | $261K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,220 | $261K |
| Veridan Wealth LLC | 0.12% | — | 2,152 | $259K |
| Mgo One Seven LLC | 0.01% | Reduce -7.3% | 2,183 | $257K |
| Hamilton Wealth, LLC | 0.06% | Add +0.4% | 2,165 | $254K |
| Eagle Strategies LLC | 0.04% | Add +0.5% | 2,162 | $254K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +95.6% | 2,154 | $253K |
| FAS Wealth Partners, Inc. | 0.02% | Add +70.0% | 2,149 | $252K |
| Maryland Capital Advisors Inc. | 0.12% | No change | 2,130 | $250K |
| Crewe Advisors LLC | 0.03% | No change | 2,111 | $248K |
| Grayhawk Investment Strategies Inc. | 0.47% | No change | 2,100 | $247K |
| Traveka Wealth, LLC | 0.14% | No change | 2,096 | $246K |
| Summit Financial Strategies, Inc. | 0.03% | Add +0.1% | 2,077 | $244K |
| M&T Bank Corp | 0.00% | Add +1.7% | 2,074 | $244K |
| Secured Retirement Advisors, LLC | 0.14% | Reduce -16.2% | 2,022 | $238K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.1% | 2,012 | $236K |
| Elevatus Welath Management | 0.08% | No change | 2,006 | $236K |
| J2 Capital Management Inc | 0.22% | — | 2,000 | $235K |
| Port Capital LLC | 0.01% | No change | 2,000 | $235K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,985 | $233K |
| Cornerstone Advisory, LLC | 0.03% | New | 1,861 | $230K |
| Efficient Advisors, LLC | 0.01% | New | 1,927 | $226K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -8.1% | 1,908 | $224K |
| Blue Chip Partners, LLC | 0.02% | Add +0.3% | 1,906 | $224K |
| Simplicity Wealth,LLC | 0.05% | Reduce -68.7% | 1,880 | $221K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Reduce -6.8% | 1,870 | $220K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -1.0% | 1,849 | $217K |
| Rodgers & Associates, LTD | 0.03% | No change | 1,839 | $216K |
| Leuthold Group, LLC | 0.03% | Reduce -4.9% | 1,837 | $216K |
| Emory University | 0.31% | No change | 1,817 | $213K |
| AQR Capital Management | 0.00% | No change | 1,814 | $213K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $211K |
| GEN Financial Management, INC. | 0.14% | — | 1,788 | $210K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 1,775 | $209K |
| Westmount Partners, LLC | 0.06% | Reduce -11.4% | 1,768 | $208K |
| Schrum Private Wealth Management LLC | 0.18% | Reduce -22.5% | 1,760 | $207K |
| Palisade Asset Management, LLC | 0.02% | No change | 1,749 | $206K |
| Private Advisory Group LLC | 0.02% | No change | 1,747 | $205K |
| GSG Advisors LLC | 0.06% | No change | 1,745 | $205K |
| Private Trust Co. NA | 0.02% | No change | 1,634 | $192K |
| Silicon Valley Capital Partners | 0.02% | Add +0.9% | 1,610 | $189K |
| Christopher J. Hasenberg, Inc | 0.07% | Add +24.4% | 1,482 | $174K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.4% | 1,348 | $158K |
| Bank of New Hampshire | 0.04% | No change | 1,339 | $157K |
| Granite FO LLC | 0.09% | No change | 1,295 | $152K |
| Solstein Capital, LLC | 0.08% | No change | 1,281 | $151K |
| FSA Wealth Management LLC | 0.06% | No change | 1,280 | $150K |
| GeoWealth Management, LLC | 0.00% | No change | 1,201 | $141K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,195 | $140K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +0.6% | 1,175 | $138K |
| Manchester Capital Management LLC | 0.02% | No change | 1,158 | $136K |
| Valley National Advisers Inc. | 0.02% | No change | 1,044 | $122K |
| Gould Capital, LLC | 0.08% | No change | 1,009 | $119K |
| CoreCap Advisors, LLC | 0.01% | Reduce -20.9% | 1,008 | $118K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 1,001 | $118K |
| Birchbrook, Inc. | 0.07% | No change | 979 | $115K |
| Cedar Wealth Management, LLC | 0.04% | No change | 965 | $113K |
| Larson Financial Group LLC | 0.01% | Add +96000.0% | 961 | $113K |
| IAG Wealth Partners, LLC | 0.02% | No change | 925 | $109K |
| HighMark Wealth Management LLC | 0.06% | Add +1.3% | 859 | $101K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 850 | $100K |
| Castleview Partners, LLC | 0.05% | Add +0.8% | 850 | $100K |
| Disciplina Capital Management LLC | 0.02% | Reduce -9.0% | 829 | $97K |
| AE Wealth Management LLC | 0.00% | New | 734 | $86K |
| Ascentis Wealth Management, LLC | 0.03% | Add +0.0% | 703 | $83K |
| Sugarloaf Wealth Management, LLC | 0.02% | Add +0.7% | 682 | $80K |
| Quent Capital, LLC | 0.01% | Reduce -23.4% | 640 | $75K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.8% | 617 | $73K |
| Avior Wealth Management, LLC | 0.00% | Add +405.0% | 601 | $71K |
| BigSur Wealth Management LLC | 0.02% | No change | 600 | $71K |
| CVA Family Office, LLC | 0.01% | No change | 594 | $70K |
| MidAtlantic Capital Management, Inc. | 0.05% | No change | 562 | $66K |
| Tortoise Investment Management, LLC | 0.01% | No change | 527 | $62K |
| 10Elms LLP | 0.08% | — | 520 | $61K |
| CNB Bank | 0.03% | No change | 500 | $59K |
| Rialto Wealth Management, LLC | 0.02% | — | 500 | $59K |
| Anchor Investment Management, LLC | 0.01% | No change | 462 | $54K |
| Centerpoint Advisors, LLC | 0.02% | New | 460 | $54K |
| McIlrath & Eck, LLC | 0.01% | Add +61.3% | 408 | $48K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -10.8% | 389 | $46K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 373 | $44K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 340 | $40K |
| DiNuzzo Private Wealth, Inc. | 0.01% | Add +9.3% | 339 | $40K |
| Pacifica Partners Inc. | 0.02% | New | 339 | $40K |
| HM Payson & Co. | 0.00% | No change | 325 | $38K |
| American Capital Advisory, LLC | 0.02% | Reduce -1.9% | 315 | $37K |
| Synergy Investment Management, LLC | 0.02% | — | 301 | $35K |
| Element Wealth, LLC | 0.02% | Reduce -2.3% | 299 | $35K |
| Oarsman Capital, Inc. | 0.01% | Add +1.1% | 290 | $34K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 260 | $31K |
| MRP Capital Investments, LLC | 0.03% | No change | 257 | $30K |
| Continuum Advisory, LLC | 0.00% | No change | 257 | $30K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -31.1% | 235 | $28K |
| Breakwater Investment Management | 0.01% | No change | 232 | $27K |
| DB Fitzpatrick & Co, Inc | 0.02% | No change | 230 | $27K |
| Joseph Group Capital Management | 0.01% | Add +38.8% | 222 | $26K |
| Accredited Wealth Management, LLC | 0.02% | — | 215 | $25K |
| Erste Asset Management GmbH | 0.00% | Reduce -1.0% | 5,001 | $24K |
| Westside Investment Management, Inc. | 0.01% | No change | 205 | $24K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +10.3% | 203 | $24K |
| Summit Securities Group LLC | 0.01% | New | 200 | $24K |
| Dunhill Financial, LLC | 0.01% | Reduce -13.1% | 192 | $23K |
| Winch Advisory Services, LLC | 0.01% | Add +1.1% | 180 | $21K |
| Main Street Group, LTD | 0.01% | No change | 170 | $20K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +1.6% | 128 | $15K |
| West Paces Advisors Inc. | 0.00% | No change | 111 | $13K |
| Acima Private Wealth, LLC | 0.00% | No change | 107 | $13K |
| Venturi Wealth Management, LLC | 0.00% | No change | 106 | $12K |
| 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% | No change | 87 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 85 | $10K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 80 | $9K |
| Paladin Advisory Group, LLC | 0.01% | Add +1.3% | 80 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 77 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 75 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 76 | $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 |
| Atlatl Advisers LLC | 0.00% | — | 64 | $8K |
| Sandy Spring Bank | 0.00% | No change | 60 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 58 | $7K |
| Group One Trading LLC | 0.00% | New | 56 | $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% | Add +2.9% | 36 | $4K |
| Millstone Evans Group, LLC | 0.00% | — | 35 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.1% | 33 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 33 | $4K |
| 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 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 10 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 10 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 8 | $940 |
| Lanark Financial, Inc. | 0.06% | — | 5 | $668 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5 | $588 |
| Morton Brown Family Wealth, LLC | 0.00% | New | 4 | $470 |
| Sachetta, LLC | 0.00% | No change | 1 | $129 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $125 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $117 |
| 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.