iShares MSCI Acwi ETFACWIETF

13F holders, Q4 2024 (December 31)
719holders +47
58new positions
33sold out
5famous investors
$117.55avg. 13F price*

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

02004006008001,000 Q1 2024: 657Q1 2024Q2 2024: 683Q2 2024Q3 2024: 672Q3 2024Q4 2024: 719Q4 2024Q1 2025: 681Q1 2025Q2 2025: 712Q2 2025Q3 2025: 757Q3 2025Q4 2025: 810Q4 2025Q1 2026: 803Q1 2026Q2 2026: 844Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions58$177.5M
Exits33$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.