iShares MSCI Acwi ETFACWIETF
13F holders, Q4 2025 (December 31)810holders +53
74new positions
45sold out
7famous investors
$141.45avg. 13F price*
At the end of Q4 2025, 810 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 53 from Q3 2025. 74 opened new positions and 45 sold out. The largest holders were Morgan Stanley ($1.2B), Mass General Brigham, Inc ($652.8M) and BNP Paribas Financial Markets ($370.7M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $115.8M |
| Exits | 45 | $104.9M |
All 13F filers, Q3 2025 → Q4 2025: 13,831,018 shares bought and 7,696,782 shares sold, net +6,134,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 810 holders
| Morgan Stanley | 0.07% | Add +20.6% | 8,437,430 | $1.2B |
| Mass General Brigham, Inc | 80.62% | — | 4,613,955 | $652.8M |
| BNP Paribas Financial Markets | 0.24% | Add +269.9% | 2,620,110 | $370.7M |
| Granger Management LLC | 69.49% | Add +114.9% | 1,858,121 | $262.9M |
| Wells Fargo & Company | 0.05% | Add +5.3% | 1,779,085 | $251.7M |
| P/E Global LLC | 18.00% | Reduce -16.8% | 1,765,619 | $249.8M |
| Sageworth Trust Co | 10.48% | Reduce -0.1% | 1,729,890 | $244.8M |
| Northern Trust Corp. | 0.03% | Add +2222.6% | 1,492,581 | $211.2M |
| Phoenix Financial Ltd. | 2.15% | Reduce -56.9% | 1,401,338 | $198.3M |
| PNC Financial Services Group, Inc. | 0.11% | Add +0.9% | 1,386,990 | $196.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +79.2% | 1,360,020 | $192.4M |
| JPMorgan Chase & Co. | 0.01% | Add +4.0% | 1,352,695 | $191.4M |
| ICONIQ Capital, LLC | 2.81% | Reduce -2.7% | 1,315,860 | $186.2M |
| Bank of America Corp. | 0.01% | Add +17.3% | 1,261,735 | $178.5M |
| Sequoia Financial Advisors, LLC | 0.99% | Reduce -3.6% | 1,246,414 | $176.4M |
| UBS Group AG | 0.03% | Add +55.3% | 1,216,046 | $172.1M |
| Prudential PLC | 1.25% | Reduce -3.7% | 1,100,504 | $155.7M |
| Allianz Asset Management GmbH | 0.18% | Reduce -2.1% | 1,097,868 | $155.3M |
| Common Fund for Nonprofit Organizations | 11.48% | Add +101.1% | 998,747 | $141.3M |
| BlackRock, Inc. | 0.00% | Add +91.1% | 924,717 | $130.8M |
| Bogart Wealth, LLC | 5.17% | Reduce -0.9% | 910,093 | $128.8M |
| Dimension Capital Management LLC | 16.91% | Reduce -1.3% | 852,915 | $120.7M |
| Bank of Montreal | 0.05% | Add +16.3% | 845,692 | $119.7M |
| Evoke Wealth, LLC | 2.21% | Reduce -0.2% | 810,919 | $114.7M |
| Corient Private Wealth LP | 0.15% | Add +1.8% | 781,591 | $110.6M |
| Capital Advisors Inc. | 1.75% | Reduce -19.6% | 769,701 | $108.9M |
| Capital International Investors | 0.02% | Add +297.1% | 762,501 | $108.6M |
| HSBC Holdings PLC | 0.06% | Add +5.9% | 740,472 | $104.8M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 43.03% | No change | 734,331 | $103.9M |
| Bessemer Group Inc. | 0.16% | Add +46.5% | 717,923 | $101.6M |
| Brown Advisory Inc. | 0.14% | Add +17.4% | 705,243 | $99.8M |
| Ieq Capital, LLC | 0.29% | Add +12.1% | 689,106 | $97.5M |
| Royal Bank of Canada | 0.02% | Add +2.4% | 685,620 | $97.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.66% | Add +33.2% | 671,572 | $95.3M |
| Lowe Brockenbrough & Co. Inc. | 4.52% | Reduce -8.7% | 649,002 | $91.8M |
| Verger Capital Management LLC | 25.81% | Add +12.3% | 616,043 | $87.2M |
| Polen Capital Management LLC | 0.37% | Add +220.4% | 610,133 | $86.3M |
| Citigroup Inc. | 0.05% | Add +170.9% | 561,722 | $79.5M |
| HF Capital, LLC | 44.67% | — | 529,425 | $74.9M |
| Allianz SE | 0.95% | Reduce -1.3% | 519,175 | $73.5M |
| Alliancebernstein L.P. | 0.02% | Add +22.4% | 516,347 | $73.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.92% | Reduce -51.7% | 491,054 | $69.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Add +255.0% | 483,180 | $68.4M |
| Bernicke Wealth Management, Ltd. | 8.55% | — | 470,715 | $66.6M |
| CANADA LIFE ASSURANCE Co | 0.12% | No change | 467,617 | $66.2M |
| HighTower Advisors, LLC | 0.07% | Reduce -6.5% | 432,964 | $61.3M |
| Assetmark, Inc. | 0.12% | Reduce -45.1% | 432,461 | $61.2M |
| Raymond James Financial Inc. | 0.02% | Add +17.5% | 428,498 | $60.6M |
| Blue Trust, Inc. | 0.68% | Reduce -0.6% | 422,395 | $59.8M |
| Mill Creek Capital Advisors, LLC | 1.20% | Reduce -4.3% | 417,884 | $59.1M |
| Three Bridge Wealth Advisors, LLC | 15.46% | Add +0.5% | 414,254 | $58.6M |
| Bank of New York Mellon Corp | 0.01% | Add +13.6% | 406,085 | $57.5M |
| LPL Financial LLC | 0.01% | Reduce -15.5% | 364,135 | $51.5M |
| Lido Advisors, LLC | 0.19% | Reduce -2.0% | 336,645 | $46.9M |
| Federation des caisses Desjardins du Quebec | 0.18% | Add +56.2% | 326,330 | $46.2M |
| Banco Santander, S.A. | 0.34% | Add +6.6% | 321,149 | $45.4M |
| Pathstone Holdings, LLC | 0.17% | Reduce -0.1% | 317,409 | $44.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.6% | 305,603 | $44.1M |
| Ayalon Insurance Comp Ltd. | 10.17% | Add +5.6% | 296,297 | $41.9M |
| Brandywine Managers, LLC | 20.54% | No change | 293,679 | $41.6M |
| Focus Partners Wealth | 0.05% | Add +65.2% | 289,345 | $40.9M |
| 1832 Asset Management L.P. | 0.05% | Reduce -6.6% | 288,803 | $40.9M |
| Partners Capital Investment Group, LLP | 1.52% | Reduce -29.0% | 288,213 | $40.8M |
| US Bancorp \de | 0.05% | Add +0.4% | 284,214 | $40.2M |
| Birnam Oak Advisors, LP | 8.98% | No change | 276,800 | $39.2M |
| Cambridge Associates LLC /Ma/ | 0.62% | Add +2.7% | 267,543 | $37.9M |
| Cerity Partners LLC | 0.05% | Reduce -5.1% | 265,663 | $37.6M |
| Truist Financial Corp. | 0.05% | Add +22.0% | 262,973 | $37.2M |
| Erste Asset Management GmbH | 0.30% | Reduce -4.9% | 251,802 | $35.6M |
| Pathway Financial Advisors LLC | 4.45% | Add +0.4% | 245,406 | $35.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -29.7% | 244,699 | $34.6M |
| Neuberger Berman Group LLC | 0.02% | Add +10.7% | 232,544 | $32.9M |
| Drake & Associates, LLC | 6.30% | Add +9.4% | 223,385 | $31.6M |
| Purpose Unlimited Inc. | 1.46% | — | 222,800 | $31.5M |
| Old National Bancorp | 0.50% | Add +2.1% | 211,172 | $29.9M |
| Sentinel Trust Co. Lba | 2.89% | No change | 207,698 | $29.4M |
| Bank Hapoalim BM | 2.57% | Add +647.3% | 201,782 | $28.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.18% | Add +207.7% | 200,000 | $28.3M |
| Oxford Financial Group, LTD. LLC | 1.55% | Reduce -4.8% | 199,890 | $28.3M |
| Circle Wealth Management, LLC | 0.43% | Add +6.1% | 199,113 | $28.2M |
| Waldron Private Wealth LLC | 1.11% | Add +0.0% | 199,089 | $28.2M |
| Gotham Asset Management | 0.10% | Add +7.3% | 195,402 | $27.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +8.7% | 194,677 | $27.5M |
| GFS Advisors, LLC | 3.26% | Reduce -1.9% | 194,095 | $27.5M |
| Schroder Investment Management Group | 0.02% | Reduce -20.8% | 192,668 | $27.4M |
| Naviter Wealth, LLC | 3.52% | Reduce -38.8% | 190,719 | $27.0M |
| Quantinno Capital Management LP | 0.05% | Reduce -11.9% | 189,758 | $26.8M |
| Jasper Ridge Partners, L.P. | 0.59% | Reduce -10.9% | 188,229 | $26.6M |
| Jennison Associates LLC | 0.02% | Add +584.4% | 181,265 | $25.6M |
| Johns Hopkins University | 1.87% | Reduce -51.6% | 181,055 | $25.6M |
| Equitable Trust Co. | 1.09% | Reduce -2.7% | 172,620 | $24.4M |
| Bricktown Capital, LLC | 3.91% | Reduce -7.4% | 164,318 | $23.2M |
| Allen Investment Management, LLC | 0.25% | Add +1.3% | 158,528 | $22.4M |
| Cresset Asset Management, LLC | 0.09% | Add +4.9% | 156,652 | $22.2M |
| Topor & Co. Korea | 16.46% | — | 154,434 | $21.9M |
| Prudential Financial Inc. | 0.03% | Add +401.4% | 148,900 | $21.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 148,259 | $21.0M |
| WCM Investment Management, LLC | 0.04% | New | 139,895 | $19.9M |
| Stifel Financial Corp. | 0.02% | Add +164.8% | 136,321 | $19.3M |
| Sepio Capital, LP | 1.05% | Reduce -4.3% | 135,697 | $19.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -45.4% | 131,788 | $18.6M |
| Centaurus Financial, Inc. | 0.85% | Add +1.0% | 131,733 | $18.6M |
| Beverly Hills Private Wealth, LLC | 3.21% | Add +545.1% | 130,401 | $18.5M |
| Captrust Financial Advisors | 0.03% | Add +10.0% | 122,708 | $17.4M |
| Avestar Capital, LLC | 1.19% | Reduce -3.7% | 121,977 | $17.3M |
| Ashford Advisors, LLC | 3.74% | Add +1.1% | 120,827 | $17.1M |
| Beacon Investment Advisory Services, Inc. | 0.69% | Add +149.0% | 119,857 | $17.0M |
| Gryphon Financial Partners LLC | 1.80% | Add +0.4% | 118,710 | $16.8M |
| BIP Wealth, LLC | 0.59% | Add +41.5% | 118,178 | $16.7M |
| Janney Capital Management LLC | 1.04% | New | 117,339 | $16.6M |
| Bank of Nova Scotia | 0.02% | Reduce -27.8% | 116,350 | $16.5M |
| Portus Wealth Advisors, LLC | 15.47% | Add +2.3% | 115,853 | $16.4M |
| Cwm, LLC | 0.04% | Add +1.0% | 115,304 | $16.3M |
| Pinebridge Investments LLC | 0.12% | — | 112,694 | $15.9M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -0.4% | 112,058 | $15.9M |
| Wellington Management Group LLP | 0.00% | Reduce -32.1% | 107,396 | $15.2M |
| Cetera Investment Advisers | 0.02% | Reduce -0.9% | 105,046 | $14.9M |
| IFC Advisors LLC | 2.16% | Add +0.3% | 104,647 | $14.8M |
| Unique Wealth, LLC | 2.04% | Add +4.0% | 103,143 | $14.6M |
| Cibc World Markets Corp. | 0.07% | — | 100,000 | $14.1M |
| Plan Group Financial, LLC | 3.56% | Reduce -3.4% | 97,029 | $13.7M |
| Wind River Trust Co | 4.98% | No change | 94,212 | $13.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.9% | 93,187 | $13.2M |
| PFG Advisors | 0.63% | Reduce -4.8% | 92,110 | $13.0M |
| HB Wealth Management, LLC | 0.08% | Reduce -9.0% | 90,983 | $12.9M |
| Dorsey & Whitney Trust CO LLC | 0.67% | No change | 89,595 | $12.7M |
| AlTi Global, Inc. | 0.27% | Add +14.3% | 89,231 | $12.6M |
| Mariner, LLC | 0.01% | Add +0.7% | 88,814 | $12.6M |
| Comerica Bank | 0.05% | Add +14.8% | 88,424 | $12.5M |
| NYL Investors LLC | 4.20% | Reduce -0.2% | 87,332 | $12.4M |
| Amplius Wealth Advisors, LLC | 1.03% | Add +6.4% | 86,438 | $12.2M |
| EFG International AG | 0.23% | — | 85,770 | $12.1M |
| Waverly Advisors, LLC | 0.10% | Reduce -6.9% | 85,282 | $12.1M |
| Hackensack Meridian Health, Inc. | 1.10% | No change | 85,000 | $12.0M |
| Centennial Bank | 4.77% | Add +3.1% | 84,865 | $12.0M |
| SG Americas Securities, LLC | 0.02% | Reduce -0.2% | 84,591 | $12.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +36.5% | 84,041 | $11.9M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -88.1% | 83,731 | $11.8M |
| Annis Gardner Whiting Capital Advisors, LLC | 2.23% | No change | 83,076 | $11.8M |
| DT Investment Partners, LLC | 0.97% | Reduce -0.3% | 82,788 | $11.7M |
| North Berkeley Wealth Management, LLC | 6.77% | Add +0.0% | 81,090 | $11.5M |
| Charter Oak Capital Management, LLC | 0.87% | Reduce -0.7% | 80,900 | $11.4M |
| Altrafin AG | 3.64% | No change | 79,500 | $11.2M |
| Private Advisor Group, LLC | 0.05% | Add +20.0% | 77,072 | $10.9M |
| Cooper Investors PTY Ltd. | 3.47% | Add +17.0% | 73,841 | $10.4M |
| Mgo One Seven LLC | 0.21% | Add +1.8% | 72,995 | $10.3M |
| Moran Wealth Management, LLC | 0.30% | Add +561.1% | 69,553 | $9.8M |
| Channel Wealth LLC | 2.47% | Add +6.2% | 68,887 | $9.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.1% | 67,283 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +37.4% | 65,915 | $9.3M |
| FMR LLC | 0.00% | Add +23.5% | 65,357 | $9.2M |
| Financial Management Professionals, Inc. | 0.93% | Reduce -12.7% | 63,724 | $9.0M |
| Squarepoint Ops LLC | 0.02% | Add +67.8% | 63,051 | $8.9M |
| Able Wealth Management LLC | 2.82% | Add +5.0% | 62,900 | $8.9M |
| Callan Family Office, LLC | 0.19% | Add +77.1% | 62,448 | $8.8M |
| Battery Global Advisors, LLC | 4.09% | Add +6169.6% | 108,652 | $8.8M |
| Clearstead Advisors, LLC | 0.11% | Reduce -0.3% | 62,256 | $8.8M |
| Brandywine Trust Co. | 1.53% | No change | 61,715 | $8.7M |
| Financial Enhancement Group LLC | 1.13% | Reduce -2.1% | 60,086 | $8.7M |
| Mullaney, Keating & Wright, Inc. | 4.55% | Add +0.1% | 60,892 | $8.6M |
| TD Capital Management LLC | 0.75% | Add +0.0% | 60,002 | $8.5M |
| Cahaba Wealth Management, Inc. | 0.58% | Add +0.0% | 58,892 | $8.3M |
| Larch Capital Partners LLC | 1.13% | — | 58,016 | $8.2M |
| Capital World Investors | 0.00% | Add +66.4% | 57,563 | $8.2M |
| Parallel Advisors, LLC | 0.15% | Reduce -0.0% | 57,357 | $8.1M |
| Headlands Technologies LLC | 0.67% | Add +23.6% | 56,854 | $8.0M |
| NewEdge Wealth, LLC | 0.09% | Add +407.0% | 56,435 | $8.0M |
| Glenmede Trust Co. NA | 0.04% | — | 55,807 | $7.9M |
| Harding Loevner LP | 0.07% | Reduce -13.3% | 55,069 | $7.8M |
| Permanent Capital Management, LP | 1.51% | No change | 54,862 | $7.8M |
| GQG Partners LLC | 0.01% | Add +236.3% | 54,789 | $7.8M |
| Zurich Insurance Group Ltd | 0.05% | No change | 51,974 | $7.4M |
| Rothschild Capital Partners, LLC | 1.74% | Reduce -17.9% | 51,937 | $7.3M |
| Leavell Investment Management, Inc. | 0.30% | No change | 50,275 | $7.1M |
| Sava Infond d.o.o. | 0.95% | Add +19.4% | 49,950 | $7.1M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.32% | — | 49,647 | $7.0M |
| Caprock Group, LLC | 0.15% | Add +353.2% | 49,452 | $7.0M |
| Creative Planning | 0.00% | Reduce -2.4% | 48,404 | $6.8M |
| Atria Investments, Inc | 0.08% | Add +3.0% | 47,547 | $6.7M |
| Verum Partners LLC | 1.34% | Reduce -0.8% | 47,128 | $6.7M |
| Wescott Financial Advisory Group, LLC | 0.57% | Add +9.1% | 46,447 | $6.6M |
| Ausdal Financial Partners, Inc. | 0.30% | Reduce -1.1% | 45,379 | $6.4M |
| Independent Wealth Network Inc. | 1.93% | Add +5.9% | 44,595 | $6.3M |
| SBI Securities Co., Ltd. | 0.16% | Add +18.4% | 44,491 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +49.7% | 44,147 | $6.2M |
| Frank, Rimerman Advisors LLC | 0.40% | No change | 44,053 | $6.2M |
| VPR Management LLC | 2.75% | No change | 43,700 | $6.2M |
| Peak Financial Management, Inc. | 1.57% | Reduce -1.4% | 43,069 | $6.1M |
| Sand Hill Global Advisors, LLC | 0.21% | No change | 42,046 | $5.9M |
| Moneda S.A. Administradora General de Fondos | 5.33% | Add +3.3% | 41,923 | $5.9M |
| BBR Partners, LLC | 0.32% | Add +0.0% | 41,566 | $5.9M |
| Lee Financial Co | 0.79% | Reduce -2.9% | 41,345 | $5.8M |
| Retirement Income Solutions, Inc. | 0.98% | Add +2.8% | 41,040 | $5.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -67.5% | 40,410 | $5.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.2% | 40,057 | $5.7M |
| Ballentine Partners, LLC | 0.08% | Add +5.6% | 39,961 | $5.7M |
| EP Wealth Advisors, LLC | 0.03% | — | 39,719 | $5.6M |
| Atwater Malick LLC | 1.53% | Reduce -4.5% | 39,296 | $5.6M |
| Catalyst Financial Partners LLC | 0.62% | New | 38,987 | $5.5M |
| SCS Capital Management LLC | 0.06% | Reduce -11.1% | 38,749 | $5.5M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -6.2% | 38,430 | $5.4M |
| Advisory Services Network, LLC | 0.08% | Add +377.3% | 37,827 | $5.4M |
| Debussy Capital Management LP | 0.72% | Add +2.6% | 37,497 | $5.3M |
| Procyon Advisors, LLC | 0.26% | Add +0.0% | 37,386 | $5.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +57.9% | 37,228 | $5.3M |
| Centerstone Investors, LLC | 16.45% | No change | 36,984 | $5.2M |
| Advisor OS, LLC | 0.41% | Add +4.0% | 36,361 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.3% | 36,334 | $5.1M |
| AlphaCore Capital LLC | 0.11% | No change | 36,106 | $5.1M |
| Pinnacle Associates Ltd. | 0.07% | Reduce -4.9% | 36,032 | $5.1M |
| Diversified Trust Co. | 0.09% | Add +0.0% | 35,413 | $5.0M |
| AQR Capital Management | 0.00% | Add +194.5% | 35,380 | $5.0M |
| HighPoint Advisor Group LLC | 0.11% | New | 35,377 | $5.0M |
| Keel Point, LLC | 0.30% | Add +0.9% | 35,047 | $5.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.34% | Reduce -5.1% | 34,862 | $4.9M |
| Financial Council, LLC | 1.96% | Reduce -1.3% | 34,708 | $4.9M |
| Clarius Group, LLC | 0.28% | No change | 34,459 | $4.9M |
| SB Capital Management Inc | 1.79% | — | 34,439 | $4.9M |
| FFT Wealth Management LLC | 0.93% | New | 34,426 | $4.9M |
| MayTech Global Investments, LLC | 0.49% | New | 34,093 | $4.8M |
| Beirne Wealth Consulting Services, LLC | 1.37% | Reduce -35.5% | 33,514 | $4.7M |
| Barings LLC | 0.09% | Add +15.6% | 33,428 | $4.7M |
| Intergy Private Wealth, LLC | 1.40% | Add +0.0% | 32,909 | $4.7M |
| Moody National Bank Trust Division | 0.45% | New | 32,728 | $4.6M |
| Pennington Partners & Co., LLC | 1.86% | Reduce -3.2% | 32,725 | $4.6M |
| Y.D. More Investments Ltd | 0.22% | Add +46.8% | 32,629 | $4.6M |
| Lazard Asset Management LLC | 0.01% | Add +406.8% | 32,525 | $4.6M |
| Madrona Financial Services, LLC | 0.98% | Reduce -1.9% | 32,302 | $4.6M |
| Well Done, LLC | 0.68% | Add +4.7% | 31,957 | $4.5M |
| Union Bancaire Privee, UBP SA | 0.05% | Add +84.1% | 27,473 | $4.5M |
| Sageworth Trust Co of South Dakota | 3.59% | No change | 31,062 | $4.4M |
| BSW Wealth Partners | 0.53% | Add +0.1% | 31,026 | $4.4M |
| Barclays PLC | 0.00% | Reduce -71.5% | 30,956 | $4.4M |
| USAdvisors Wealth Management, LLC | 1.43% | Reduce -3.4% | 30,692 | $4.3M |
| National Philanthropic Trust | 0.04% | No change | 30,329 | $4.3M |
| PAX Financial Group, LLC | 0.74% | Reduce -4.8% | 30,200 | $4.3M |
| Golden State Wealth Management, LLC | 0.43% | Add +0.7% | 28,468 | $4.0M |
| SteelPeak Wealth, LLC | 0.13% | New | 27,978 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -5.9% | 27,394 | $3.9M |
| Rathbones Group PLC | 0.02% | Add +21.1% | 27,365 | $3.9M |
| Shepherd Kaplan Krochuk, LLC | 3.19% | Add +0.0% | 27,320 | $3.9M |
| Bluespring Wealth Management, LLC | 0.33% | Reduce -0.6% | 27,304 | $3.9M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -9.1% | 27,300 | $3.9M |
| Rik Saylor Financial, Inc. | 2.82% | Reduce -0.3% | 27,192 | $3.8M |
| Signaturefd, LLC | 0.06% | No change | 27,052 | $3.8M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Reduce -2.4% | 26,204 | $3.7M |
| MainStreet Investment Advisors LLC | 0.53% | Reduce -2.4% | 26,114 | $3.7M |
| Insigneo Advisory Services, LLC | 0.26% | Add +25.2% | 25,667 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +15.5% | 25,406 | $3.6M |
| Waddell & Associates, LLC | 0.24% | No change | 25,247 | $3.6M |
| Catalyst Private Wealth, LLC | 1.56% | No change | 25,199 | $3.6M |
| Oppenheimer Asset Management Inc. | 0.04% | New | 25,072 | $3.5M |
| Quadrant Capital Group LLC | 0.11% | Add +2.0% | 24,982 | $3.5M |
| PFW Advisors LLC | 1.06% | Reduce -1.4% | 24,871 | $3.5M |
| Altman Advisors, Inc. | 1.31% | New | 24,653 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +10.3% | 24,076 | $3.4M |
| St. Louis Trust Co | 0.39% | Add +0.1% | 24,045 | $3.4M |
| Arkos Global Advisors | 0.43% | Reduce -10.4% | 23,704 | $3.4M |
| CKW Financial Group | 0.36% | Add +3.7% | 23,503 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -2.4% | 23,102 | $3.3M |
| Renaissance Technologies | 0.01% | Reduce -14.9% | 22,800 | $3.2M |
| RDA Financial Network | 0.76% | Reduce -1.8% | 22,296 | $3.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Reduce -44.7% | 22,107 | $3.1M |
| Klaas Financial Asset Advisors, LLC | 0.45% | Reduce -1.9% | 21,744 | $3.1M |
| Summit Financial, LLC | 0.05% | Add +8.3% | 21,683 | $3.1M |
| Aries Wealth Management | 0.67% | Add +0.7% | 21,540 | $3.0M |
| Selby Wealth Management, LLC | 1.22% | — | 21,463 | $3.0M |
| Oak Family Advisors, LLC | 0.89% | Reduce -49.4% | 20,552 | $2.9M |
| Metis Global Partners, LLC | 0.07% | New | 20,459 | $2.9M |
| Equitable Holdings, Inc. | 0.02% | Add +6.7% | 20,296 | $2.9M |
| Arcus Capital Partners, LLC | 1.03% | Add +0.9% | 20,216 | $2.9M |
| Hopwood Nicholas Hunter | 0.92% | — | 19,913 | $2.8M |
| Sellwood Investment Partners LLC | 1.10% | Reduce -1.3% | 19,908 | $2.8M |
| Wick Capital Partners, LLC | 0.50% | Reduce -0.1% | 19,611 | $2.8M |
| Managed Asset Portfolios, LLC | 0.33% | Add +304.3% | 19,574 | $2.8M |
| Blair William & Co. | 0.01% | Reduce -2.9% | 19,495 | $2.8M |
| Greystone Financial Group, LLC | 0.43% | Add +6.2% | 19,302 | $2.7M |
| Old Mission Capital LLC | 0.10% | New | 18,995 | $2.7M |
| Aristotle Capital Management, LLC | 0.01% | New | 18,785 | $2.7M |
| MAI Capital Management | 0.02% | Reduce -9.7% | 18,693 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.5% | 18,653 | $2.6M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -7.6% | 18,208 | $2.6M |
| Readystate Asset Management LP | 0.20% | Add +6.2% | 17,985 | $2.5M |
| Clarus Wealth Advisors | 1.05% | Reduce -0.5% | 17,494 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -1.1% | 17,636 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Add +31.2% | 17,549 | $2.5M |
| Fund Evaluation Group, LLC | 0.08% | Reduce -0.8% | 17,425 | $2.5M |
| Sharkey, Howes & Javer | 0.31% | Reduce -19.8% | 17,098 | $2.4M |
| Savant Capital, LLC | 0.01% | Reduce -1.7% | 17,007 | $2.4M |
| Veltria Advisors Corp. | 10.41% | Add +0.9% | 16,477 | $2.4M |
| Aspiriant, LLC | 0.07% | Reduce -2.7% | 16,841 | $2.4M |
| Hirtle & Co., LLC | 0.09% | Reduce -9.3% | 16,820 | $2.4M |
| Sapient Capital LLC | 0.03% | Add +618.7% | 16,301 | $2.3M |
| Advisory Research Inc. | 0.29% | Add +472.1% | 16,180 | $2.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.51% | Add +0.1% | 16,025 | $2.3M |
| Bucket List Wealth Management, LLC | 1.35% | — | 16,004 | $2.3M |
| West Bancorporation Inc. | 1.18% | New | 15,980 | $2.3M |
| Roth Financial Partners LLC | 0.73% | Reduce -1.1% | 15,585 | $2.2M |
| Strategic Blueprint, LLC | 0.13% | Reduce -6.8% | 15,563 | $2.2M |
| Midwest Heritage Bank, FSB | 0.76% | No change | 15,486 | $2.2M |
| Evelyn Partners Asset Management Ltd | 0.51% | Add +2.2% | 15,257 | $2.2M |
| National Bank of Canada | 0.00% | Reduce -98.0% | 15,136 | $2.1M |
| Activest Wealth Management | 0.39% | Reduce -0.1% | 14,872 | $2.1M |
| Fifth Third Bancorp | 0.01% | No change | 14,819 | $2.1M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 14,660 | $2.1M |
| First Citizens Bank & Trust Co. | 0.04% | Add +0.3% | 14,620 | $2.1M |
| Pictet North America Advisors SA | 0.20% | No change | 14,605 | $2.1M |
| Saranac Partners Ltd | 0.80% | No change | 14,500 | $2.1M |
| Austin Wealth Management, LLC | 0.30% | Reduce -3.6% | 14,241 | $2.0M |
| Capital Research Global Investors | 0.00% | Add +126.2% | 14,359 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +94.0% | 14,373 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -4.2% | 14,114 | $2.0M |
| Angeles Investment Advisors, LLC | 0.13% | Reduce -2.3% | 14,108 | $2.0M |
| World Investment Advisors | 0.03% | Add +0.1% | 14,092 | $2.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.78% | Reduce -4.3% | 14,012 | $2.0M |
| First Trust Advisors LP | 0.00% | Add +73.2% | 13,763 | $1.9M |
| Chevy Chase Trust Holdings, LLC | 0.01% | No change | 13,756 | $1.9M |
| G&S Capital LLC | 0.69% | Add +4.0% | 13,719 | $1.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | New | 13,628 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -34.9% | 13,326 | $1.9M |
| Astoria Strategic Wealth, Inc. | 0.47% | Reduce -0.9% | 13,312 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +22.9% | 13,266 | $1.9M |
| Silvercrest Asset Management Group LLC | 0.01% | New | 13,233 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +52.0% | 13,154 | $1.9M |
| Cibc World Market Inc. | 0.00% | Reduce -1.1% | 13,096 | $1.9M |
| Haverford Trust Co | 0.02% | No change | 13,052 | $1.8M |
| Empirical Finance, LLC | 0.09% | Add +1.7% | 13,031 | $1.8M |
| Landing Point Financial Group, LLC | 0.92% | Add +10.9% | 12,980 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -28.1% | 12,872 | $1.8M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -43.4% | 12,772 | $1.8M |
| SYM FINANCIAL Corp | 0.19% | Reduce -1.6% | 12,749 | $1.8M |
| Choate Investment Advisors | 0.04% | Add +4.0% | 12,707 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -0.9% | 12,566 | $1.8M |
| AMG National Trust Bank | 0.04% | No change | 12,543 | $1.8M |
| Arlington Trust Co LLC | 0.18% | No change | 12,500 | $1.8M |
| Lifelong Wealth Advisors, Inc. | 0.46% | No change | 12,332 | $1.7M |
| Maseco LLP | 0.08% | New | 12,310 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -48.6% | 12,269 | $1.7M |
| Valeo Financial Advisors, LLC | 0.04% | Add +7.9% | 12,240 | $1.7M |
| Great Waters Wealth Management | 0.19% | Add +2.2% | 12,098 | $1.7M |
| WHI TRUST Co LLC | 1.32% | — | 12,095 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -0.5% | 11,986 | $1.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.05% | Reduce -41.1% | 11,975 | $1.7M |
| GC Wealth Management RIA, LLC | 0.06% | No change | 11,936 | $1.7M |
| MML Investors Services, LLC | 0.00% | Reduce -7.7% | 11,907 | $1.7M |
| KCM Investment Advisors LLC | 0.05% | Add +6.6% | 11,895 | $1.7M |
| Two Sigma Securities, LLC | 0.23% | Reduce -75.6% | 11,835 | $1.7M |
| TFO Wealth Partners, LLC | 0.25% | Add +0.9% | 11,718 | $1.7M |
| Sarasin & Partners LLP | 0.02% | New | 11,679 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.8% | 11,614 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.9% | 11,309 | $1.6M |
| Chilton Investment Co. Inc. | 0.03% | New | 11,224 | $1.6M |
| WestEnd Advisors, LLC | 0.04% | Add +2.9% | 11,076 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.11% | Reduce -0.8% | 11,071 | $1.6M |
| HRT Financial LP | 0.00% | New | 11,041 | $1.6M |
| Causeway Capital Management LLC | 0.02% | Add +16.0% | 10,935 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +7.8% | 10,737 | $1.5M |
| Cherrydale Wealth Management, LLC | 0.46% | Add +0.9% | 10,649 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +25.7% | 10,584 | $1.5M |
| Berkshire Asset Management LLC | 0.07% | No change | 10,556 | $1.5M |
| First National Trust Co | 0.05% | Add +30.4% | 10,525 | $1.5M |
| Scotia Capital Inc. | 0.01% | Reduce -17.2% | 10,296 | $1.5M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -78.1% | 10,253 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.41% | Reduce -2.2% | 10,180 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.9% | 10,089 | $1.4M |
| JMG Financial Group, Ltd. | 0.04% | No change | 10,000 | $1.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 10,000 | $1.4M |
| Tidal Investments LLC | 0.01% | New | 9,972 | $1.4M |
| Fiduciary Trust Co | 0.02% | Add +11.5% | 9,886 | $1.4M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.10% | Add +232.0% | 9,848 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | Reduce -5.2% | 9,807 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -11.5% | 9,771 | $1.4M |
| DRW Securities, LLC | 0.10% | Reduce -89.7% | 9,591 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.11% | No change | 9,492 | $1.3M |
| W1M Asset Management Ltd | 0.01% | New | 9,477 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +382.1% | 9,463 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -24.0% | 9,462 | $1.3M |
| Elmwood Wealth Management, Inc. | 0.42% | New | 9,306 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -5.5% | 9,302 | $1.3M |
| YHB Investment Advisors, Inc. | 0.09% | Add +2.5% | 9,145 | $1.3M |
| First National Bank of Omaha | 0.04% | New | 9,075 | $1.3M |
| Montecito Bank & Trust | 0.20% | No change | 9,060 | $1.3M |
| Saxony Capital Management, LLC | 0.78% | Reduce -0.5% | 9,001 | $1.3M |
| Commerce Bank | 0.01% | No change | 8,926 | $1.3M |
| Advisors Capital Management, LLC | 0.01% | Add +496.3% | 8,915 | $1.3M |
| Simon Quick Advisors, LLC | 0.05% | Add +0.5% | 8,887 | $1.3M |
| Uniting Wealth Partners, LLC | 0.38% | Reduce -0.8% | 8,855 | $1.3M |
| NavPoint Financial, Inc. | 0.53% | Add +0.9% | 8,793 | $1.2M |
| Northside Capital Management, LLC | 0.11% | No change | 8,775 | $1.2M |
| Stonebrook Private Inc. | 0.26% | Add +0.5% | 8,729 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | Add +126.3% | 8,390 | $1.2M |
| Sierra Capital LLC | 0.12% | Reduce -6.2% | 8,305 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Reduce -6.0% | 8,301 | $1.2M |
| Becker Capital Management Inc. | 0.03% | No change | 8,300 | $1.2M |
| Sonoma Private Wealth LLC | 1.41% | No change | 8,260 | $1.2M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.50% | No change | 8,000 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +7.0% | 7,996 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +30.1% | 7,978 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Reduce -2.0% | 7,908 | $1.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -13.7% | 7,877 | $1.1M |
| Patten Group, Inc. | 0.21% | Add +2.1% | 7,874 | $1.1M |
| Lee Johnson Capital Management, LLC | 0.38% | Add +1.4% | 7,837 | $1.1M |
| Sage Mountain Advisors LLC | 0.06% | Add +868.1% | 7,793 | $1.1M |
| NTV Asset Management LLC | 0.12% | Add +0.0% | 7,749 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | New | 7,668 | $1.1M |
| Columbus Macro, LLC | 0.12% | Reduce -8.3% | 7,664 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.16% | Add +93.1% | 7,496 | $1.1M |
| GenTrust, LLC | 0.05% | Add +26.1% | 7,497 | $1.1M |
| Sheets Smith Wealth Management | 0.12% | Add +4.5% | 7,456 | $1.1M |
| J. Derek Lewis & Associates Inc. | 0.25% | — | 7,431 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Add +0.1% | 7,343 | $1.0M |
| Whittier Trust Co. | 0.01% | Reduce -0.5% | 7,157 | $1.0M |
| Fifth Third Wealth Advisors LLC | 0.04% | No change | 7,300 | $1.0M |
| Longview Financial Advisors LLC | 0.56% | Reduce -0.6% | 7,226 | $1.0M |
| Cidel Asset Management Inc. | 0.07% | Add +172.4% | 7,205 | $1.0M |
| Winthrop Advisory Group LLC | 0.09% | Add +3.3% | 7,155 | $1.0M |
| RFG Advisory, LLC | 0.02% | Add +47.2% | 7,091 | $1.0M |
| &partners | 0.01% | Add +0.3% | 7,015 | $993K |
| Fisher Asset Management | 0.00% | New | 6,959 | $985K |
| St Germain D J Co. Inc. | 0.04% | No change | 6,895 | $976K |
| Sunflower Bank, N.A. | 0.25% | Reduce -0.1% | 6,881 | $974K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -45.7% | 6,808 | $963K |
| Wealth Architects, LLC | 0.09% | Reduce -0.2% | 6,802 | $962K |
| Trek Financial, LLC | 0.06% | Add +0.9% | 6,715 | $950K |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -0.2% | 6,619 | $937K |
| KBC Group NV | 0.00% | No change | 6,609 | $935K |
| Apeiron RIA LLC | 0.19% | Reduce -1.6% | 6,330 | $926K |
| Composition Wealth, LLC | 0.01% | Add +19.1% | 6,545 | $926K |
| Abound Wealth Management | 0.22% | No change | 6,490 | $918K |
| Bailard, Inc. | 0.02% | Add +2.2% | 6,413 | $907K |
| Engineers Gate Manager LP | 0.01% | New | 6,378 | $902K |
| Sfmg, LLC | 0.06% | Reduce -16.2% | 6,362 | $900K |
| Ifrah Financial Services, Inc. | 0.23% | Reduce -2.8% | 6,336 | $896K |
| Arkadios Wealth Advisors | 0.02% | Add +4.2% | 6,276 | $888K |
| Old Peak Finance LLC | 0.54% | — | 6,235 | $882K |
| Ballew Advisors, Inc | 0.49% | No change | 6,016 | $872K |
| Fiducient Advisors LLC | 0.11% | Add +10.4% | 6,079 | $860K |
| Strategic Financial Partners, Ltd. | 0.37% | Add +8.0% | 6,068 | $859K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.30% | Add +1308.4% | 6,056 | $857K |
| Eight 31 Financial, LLC | 0.46% | Add +7.7% | 5,942 | $841K |
| Wexford Capital LP | 0.22% | No change | 5,931 | $839K |
| Snowden Capital Advisors LLC | 0.02% | Add +3.7% | 5,919 | $837K |
| Signet Private Wealth LLC | 0.80% | — | 5,915 | $837K |
| Mather Group, Llc. | 0.01% | Reduce -9.3% | 5,911 | $836K |
| Bellwether Advisors, LLC | 0.13% | Add +2.5% | 5,858 | $829K |
| Parsons Capital Management Inc. | 0.05% | New | 5,845 | $827K |
| RiverTree Advisors, LLC | 0.53% | Add +77.7% | 5,839 | $826K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 5,828 | $825K |
| McHugh Group, LLC | 0.47% | Add +45.0% | 5,800 | $821K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.0% | 5,585 | $811K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 5,681 | $804K |
| Pettyjohn, Wood & White, Inc. | 0.13% | Add +4.1% | 5,640 | $798K |
| Dana Investment Advisors, Inc. | 0.02% | Add +6.7% | 5,552 | $786K |
| Ancora Advisors LLC | 0.02% | Add +16.8% | 5,550 | $785K |
| LRI Investments, LLC | 0.06% | Add +353.3% | 5,535 | $783K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -3.1% | 5,497 | $783K |
| Cedarwood Wealth LLC | 0.87% | — | 5,358 | $781K |
| Bitterroot Capital Advisors LLC | 0.53% | — | 5,501 | $778K |
| Evolution Wealth Advisors, LLC | 0.08% | Add +0.2% | 5,457 | $772K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -0.7% | 5,434 | $769K |
| Great Point Wealth Advisors, LLC | 0.14% | New | 5,427 | $768K |
| Aaron Wealth Advisors LLC | 0.04% | No change | 5,366 | $759K |
| Asempa Wealth Advisors | 0.64% | — | 5,259 | $744K |
| Kestra Advisory Services, LLC | 0.00% | Add +38.1% | 5,220 | $739K |
| Annandale Capital, LLC | 0.12% | No change | 5,212 | $737K |
| K.J. Harrison & Partners Inc | 0.10% | Add +25.3% | 5,179 | $733K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.8% | 5,178 | $733K |
| Summit Wealth Partners, LLC | 0.13% | No change | 5,113 | $723K |
| Souders Financial Advisors | 0.08% | New | 5,113 | $723K |
| Kings Path Partners LLC | 0.25% | New | 5,085 | $719K |
| Daybright Advisory Services, Inc. | 0.19% | — | 5,044 | $714K |
| GDS Wealth Management | 0.04% | Reduce -0.9% | 4,971 | $703K |
| Cassia Capital Partners, LLC | 0.38% | Reduce -4.5% | 4,970 | $703K |
| Farther Finance Advisors, LLC | 0.01% | Add +44.5% | 4,945 | $700K |
| Highland Capital Management, LLC | 0.03% | No change | 4,891 | $692K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Add +4.3% | 4,894 | $692K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 4,807 | $680K |
| Courage Miller Partners, LLC | 0.20% | No change | 4,750 | $672K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +3.1% | 4,715 | $667K |
| 2UniFi Bank | 0.31% | Reduce -0.8% | 4,685 | $663K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -0.9% | 4,675 | $661K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.8% | 4,662 | $660K |
| Gutierrez Wealth Advisory, LLC | 0.41% | Add +0.9% | 4,650 | $658K |
| Clark Capital Management Group, Inc. | 0.00% | New | 4,638 | $656K |
| Provenance Wealth Advisors, LLC | 0.07% | No change | 4,614 | $653K |
| Client 1ST Advisory Group, LLC | 0.20% | Reduce -2.4% | 4,605 | $652K |
| Koshinski Asset Management, Inc. | 0.04% | Add +102.7% | 4,581 | $648K |
| New Capital Management LP | 0.16% | No change | 4,575 | $647K |
| Certuity, LLC | 0.04% | No change | 4,514 | $639K |
| Belpointe Asset Management LLC | 0.02% | Add +0.2% | 4,450 | $630K |
| Accurate Wealth Management, LLC | 0.08% | No change | 4,313 | $624K |
| Syntegra Private Wealth Group, LLC | 0.06% | No change | 4,384 | $620K |
| Americana Partners, LLC | 0.02% | Add +2.7% | 4,381 | $620K |
| Shum Financial Group, Inc. | 0.44% | Add +13.5% | 4,342 | $614K |
| 71 West Capital Partners | 0.03% | — | 4,337 | $614K |
| Rovin Capital /Ut/ | 0.16% | No change | 4,322 | $612K |
| Modus Advisors, LLC | 0.16% | No change | 4,314 | $610K |
| Nuveen, LLC | 0.00% | New | 5,051 | $604K |
| Regatta Capital Group, LLC | 0.09% | Reduce -0.5% | 4,229 | $598K |
| Brightwater Advisory LLC | 0.40% | Reduce -0.7% | 4,208 | $595K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,200 | $594K |
| Fairway Wealth LLC | 0.16% | Add +280.8% | 4,128 | $584K |
| Naples Global Advisors, LLC | 0.04% | Add +1.9% | 4,125 | $584K |
| Archford Capital Strategies, LLC | 0.07% | No change | 4,084 | $578K |
| Magnus Financial Group LLC | 0.04% | Reduce -0.6% | 4,081 | $577K |
| Rather & Kittrell, Inc. | 0.09% | Reduce -5.7% | 4,061 | $575K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -0.9% | 4,040 | $572K |
| Bci Securities, Inc. | 4.93% | — | 4,032 | $570K |
| American Trust | 0.05% | Add +0.3% | 4,022 | $569K |
| New York Life Investment Management LLC | 0.00% | Add +17.1% | 4,007 | $567K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +4.1% | 3,956 | $560K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 3,950 | $559K |
| Millennium Management | 0.00% | New | 3,909 | $553K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.6% | 4,839 | $551K |
| Mutual Advisors, LLC | 0.01% | No change | 3,892 | $551K |
| Cape Ann Savings Bank | 0.28% | No change | 3,863 | $547K |
| Leo Wealth, LLC | 0.04% | Add +23.4% | 3,842 | $544K |
| Coldstream Capital Management Inc. | 0.01% | New | 3,829 | $542K |
| Redwood Investment Management, LLC | 0.06% | Reduce -0.8% | 3,800 | $538K |
| ONE Advisory Partners, LLC | 0.16% | No change | 3,763 | $532K |
| Stephens Inc. | 0.01% | No change | 3,744 | $530K |
| Clearview Wealth Advisors LLC | 0.34% | No change | 3,742 | $529K |
| IFP Advisors, Inc | 0.01% | Add +24.5% | 3,720 | $526K |
| Perigon Wealth Management, LLC | 0.01% | Add +46.9% | 3,690 | $522K |
| SHP Wealth Management | 0.04% | — | 3,683 | $521K |
| Belvedere Trading LLC | 0.10% | New | 3,675 | $520K |
| Johnson Financial Group, LLC | 0.03% | New | 3,653 | $517K |
| Total Clarity Wealth Management, Inc. | 0.12% | Reduce -9.9% | 3,650 | $516K |
| Thrivent Financial for Lutherans | 0.00% | New | 3,619 | $515K |
| Altfest L J & Co. Inc. | 0.06% | Add +0.2% | 3,618 | $512K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.8% | 3,454 | $505K |
| Genesis Wealth Advisors, LLC | 0.34% | No change | 3,555 | $503K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,550 | $502K |
| UMB Bank, n.a. | 0.01% | Reduce -0.1% | 3,518 | $498K |
| Balentine LLC | 0.02% | Reduce -30.4% | 3,497 | $495K |
| Hancock Whitney Corp. | 0.01% | Add +0.0% | 3,486 | $493K |
| AA Financial Advisors, LLC | 0.09% | No change | 3,456 | $489K |
| Credit Agricole S A | 0.00% | New | 3,447 | $488K |
| Allworth Financial LP | 0.00% | Add +40.6% | 3,432 | $486K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.6% | 3,430 | $485K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.7% | 3,409 | $482K |
| First Citizens Asset Management, Inc. | 0.17% | Reduce -9.0% | 3,361 | $476K |
| Arax Advisory Partners | 0.01% | New | 3,284 | $465K |
| Stonebridge Financial Group, LLC | 0.04% | Add +1.3% | 3,280 | $464K |
| Midwestern Financial, LLC | 0.38% | Reduce -16.4% | 3,275 | $463K |
| High Probability Advisors, LLC | 0.06% | No change | 3,253 | $460K |
| GM Advisory Group, LLC | 0.02% | Add +0.0% | 3,235 | $458K |
| FSM Wealth Advisors, LLC | 0.06% | Reduce -18.9% | 3,234 | $458K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.0% | 3,231 | $457K |
| TKG Advisors, LLC | 0.18% | Add +17.5% | 3,197 | $452K |
| Flputnam Investment Management Co. | 0.01% | No change | 3,194 | $452K |
| Wedbush Securities Inc. | 0.01% | Reduce -48.6% | 3,186 | $451K |
| LVW Advisors, LLC | 0.05% | Reduce -2.1% | 3,179 | $450K |
| Bearing Point Capital, LLC | 0.07% | New | 3,132 | $443K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,096 | $438K |
| First Hawaiian Bank | 0.06% | No change | 3,083 | $436K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 3,000 | $424K |
| New Republic Capital, LLC | 0.11% | Reduce -1.3% | 2,979 | $422K |
| Prospera Financial Services Inc | 0.01% | Add +3.3% | 2,966 | $420K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -94.3% | 2,951 | $418K |
| Tiaa Trust, National Association | 0.00% | No change | 2,945 | $417K |
| Ruggaard & Associates LLC | 0.16% | Reduce -0.7% | 2,903 | $411K |
| Rossmore Private Capital | 0.04% | No change | 2,900 | $410K |
| M&T Bank Corp | 0.00% | Reduce -1.2% | 2,896 | $410K |
| Keybank National Association | 0.00% | No change | 2,887 | $408K |
| Allen Capital Group, LLC | 0.04% | Reduce -8.5% | 2,882 | $408K |
| Orin Green Financial, LLC | 0.16% | Add +12.7% | 2,874 | $407K |
| Sequent Asset Management, LLC | 0.18% | No change | 2,852 | $404K |
| Regal Investment Advisors LLC | 0.02% | Add +1.5% | 2,840 | $402K |
| Hoxton Planning & Management, LLC | 0.12% | Reduce -4.3% | 2,837 | $401K |
| Brand Asset Management Group, Inc. | 0.11% | Add +0.7% | 2,783 | $394K |
| Tudor Investment Corporation | 0.00% | Reduce -9.9% | 2,768 | $392K |
| LWM Advisors Inc. | 0.34% | No change | 2,753 | $390K |
| Portland Global Advisors LLC | 0.04% | No change | 2,726 | $386K |
| Magnolia Private Wealth, LLC | 0.27% | Add +39.8% | 2,719 | $385K |
| Global Strategic Investment Solutions, LLC | 0.04% | No change | 2,717 | $384K |
| Garde Capital, Inc. | 0.02% | Reduce -18.8% | 2,717 | $384K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -5.2% | 2,703 | $382K |
| Gateway Investment Advisers LLC | 0.00% | No change | 2,697 | $382K |
| Stonebridge Capital Advisors LLC | 0.03% | No change | 2,694 | $381K |
| Fulton Bank, N.A. | 0.01% | No change | 2,686 | $380K |
| SmartHarvest Portfolios, LLC | 0.13% | — | 2,670 | $378K |
| Wealthspire Advisors, LLC | 0.00% | Add +17.9% | 2,662 | $377K |
| Saxon Interests, Inc. | 0.13% | No change | 2,620 | $371K |
| Balboa Wealth Partners | 0.06% | Reduce -0.9% | 2,595 | $367K |
| Hamilton Wealth, LLC | 0.07% | Reduce -8.6% | 2,587 | $366K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -11.7% | 2,569 | $364K |
| Bridgewater Advisors Inc. | 0.02% | Add +0.1% | 2,521 | $363K |
| Seven Post Investment Office LP | 0.13% | No change | 2,488 | $352K |
| Essex Bank | 0.08% | No change | 2,473 | $350K |
| Warburton Capital Management, LLC | 0.19% | Add +0.9% | 2,420 | $342K |
| Provident Wealth Management, LLC | 0.10% | No change | 2,417 | $342K |
| Atlas Legacy Advisors, LLC | 0.06% | Add +8.4% | 2,412 | $341K |
| Leuthold Group, LLC | 0.04% | Add +25.4% | 2,388 | $338K |
| Lee Danner & Bass Inc. | 0.02% | No change | 2,372 | $336K |
| Level Four Advisory Services, LLC | 0.01% | No change | 2,362 | $334K |
| Highlander Partners, L.P. | 0.12% | No change | 2,360 | $334K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,351 | $333K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,349 | $332K |
| Friedenthal Financial | 0.17% | Reduce -2.6% | 2,339 | $331K |
| 44 Wealth Management LLC | 0.11% | New | 2,298 | $325K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 2,290 | $324K |
| Capasso Planning Partners LLC | 0.18% | Reduce -1.3% | 2,283 | $323K |
| Essex Financial Services, Inc. | 0.02% | No change | 2,281 | $323K |
| Ironwood Wealth Management, LLC. | 0.09% | Add +17.9% | 2,280 | $323K |
| Weil Company, Inc. | 0.07% | Reduce -1.6% | 2,262 | $320K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,257 | $319K |
| McNamara Financial Services, Inc. | 0.06% | Add +11.1% | 2,232 | $316K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,220 | $314K |
| Fort Point Capital Partners LLC | 0.04% | No change | 2,146 | $311K |
| Wedmont Private Capital | 0.01% | New | 2,163 | $311K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.9% | 2,184 | $309K |
| Johnson Investment Counsel Inc. | 0.00% | Add +38.3% | 2,167 | $307K |
| Greenup Street Wealth Management LLC | 0.04% | No change | 2,160 | $306K |
| Nottingham Advisors, Inc. | 0.04% | No change | 2,149 | $304K |
| Maryland Capital Advisors Inc. | 0.10% | No change | 2,130 | $301K |
| Crewe Advisors LLC | 0.03% | No change | 2,111 | $299K |
| Bulltick Wealth Management, LLC | 0.06% | Reduce -27.5% | 2,108 | $298K |
| Traveka Wealth, LLC | 0.12% | No change | 2,096 | $297K |
| Cura Wealth Advisors, LLC | 0.11% | Add +0.2% | 2,095 | $296K |
| Axxcess Wealth Management, LLC | 0.01% | New | 2,095 | $296K |
| Alhambra Investment Management LLC | 0.14% | Reduce -31.6% | 2,087 | $295K |
| Frederick Financial Consultants, LLC | 0.16% | Add +6.3% | 2,086 | $295K |
| Windsor Advisory Group, LLC | 0.26% | Add +0.1% | 2,085 | $295K |
| Inscription Capital, LLC | 0.03% | No change | 2,082 | $295K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -11.2% | 2,082 | $295K |
| Eagle Strategies LLC | 0.04% | Reduce -0.2% | 2,050 | $290K |
| Blue Chip Partners, LLC | 0.02% | Add +0.7% | 2,040 | $289K |
| Global Assets Advisory, LLC | 0.08% | No change | 2,034 | $288K |
| Thrive Capital Management, LLC | 0.06% | Reduce -26.3% | 2,034 | $288K |
| Evernest Financial Advisors, LLC | 0.06% | No change | 1,948 | $287K |
| Rehmann Capital Advisory Group | 0.01% | No change | 2,013 | $285K |
| Elevatus Welath Management | 0.08% | No change | 2,006 | $284K |
| Gruss & Co., LLC | 0.62% | No change | 2,000 | $283K |
| Community Bank, N.A. | 0.03% | No change | 2,000 | $283K |
| Port Capital LLC | 0.01% | No change | 2,000 | $283K |
| Kestra Investment Management, LLC | 0.01% | Reduce -12.5% | 1,997 | $283K |
| Xponance LLC | 0.00% | New | 1,993 | $282K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,985 | $281K |
| Investment Partners Asset Management, Inc. | 0.17% | Add +28.9% | 1,941 | $275K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.7% | 1,912 | $271K |
| BlackDiamond Wealth Management, LLC | 0.13% | New | 1,794 | $264K |
| Symmetry Partners, LLC | 0.02% | No change | 1,854 | $262K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,850 | $262K |
| GR Financial Group, LLC | 0.06% | Add +0.9% | 1,837 | $260K |
| Veridan Wealth LLC | 0.09% | Add +0.6% | 1,819 | $257K |
| Emory University | 0.16% | No change | 1,817 | $257K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $254K |
| SVB Wealth LLC | 0.01% | Reduce -2.2% | 1,796 | $254K |
| Fortis Capital Management LLC | 0.03% | New | 1,794 | $254K |
| GEN Financial Management, INC. | 0.16% | No change | 1,788 | $253K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | No change | 1,775 | $251K |
| Schrum Private Wealth Management LLC | 0.18% | No change | 1,761 | $249K |
| Palisade Asset Management, LLC | 0.02% | No change | 1,749 | $247K |
| Westmount Partners, LLC | 0.06% | Reduce -1.2% | 1,748 | $247K |
| Private Advisory Group LLC | 0.02% | No change | 1,747 | $247K |
| GSG Advisors LLC | 0.06% | No change | 1,745 | $247K |
| Rodgers & Associates, LTD | 0.02% | No change | 1,739 | $246K |
| RPg Family Wealth Advisory, LLC | 0.05% | Reduce -2.3% | 1,725 | $244K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | No change | 1,716 | $243K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,700 | $241K |
| Allie Family Office LLC | 0.11% | No change | 1,699 | $240K |
| Ssa Swiss Advisors AG | 0.11% | Reduce -13.6% | 1,683 | $238K |
| Oldfather Financial Services, LLC | 0.07% | Add +0.1% | 1,678 | $237K |
| Magnolia Capital Management Ltd. | 0.18% | No change | 1,665 | $236K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 1,656 | $234K |
| DORVAL Corp | 0.07% | Add +0.7% | 1,651 | $234K |
| NDVR, Inc. | 0.19% | New | 1,645 | $233K |
| Gibson Capital, LLC | 0.04% | Reduce -0.1% | 1,644 | $233K |
| Private Trust Co. NA | 0.02% | No change | 1,634 | $231K |
| CGN Advisors LLC | 0.02% | No change | 1,617 | $229K |
| Bison Wealth, LLC | 0.03% | Add +0.7% | 1,662 | $227K |
| Vista Capital Partners, Inc. | 0.02% | Reduce -4.8% | 1,597 | $226K |
| Boston Family Office LLC | 0.01% | No change | 1,600 | $226K |
| John W. Brooker & Co., CPAs | 0.40% | Add +0.8% | 1,595 | $226K |
| Maimon Wealth Management LTD. | 0.21% | — | 1,590 | $225K |
| FLC Capital Advisors | 0.04% | No change | 1,586 | $224K |
| SC&H Financial Advisors, Inc. | 0.03% | No change | 1,563 | $221K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +2.2% | 1,558 | $220K |
| Advance Capital Management, Inc. | 0.01% | Add +0.1% | 1,556 | $220K |
| Silicon Valley Capital Partners | 0.02% | Add +0.9% | 1,554 | $220K |
| Princeton Global Asset Management LLC | 0.04% | No change | 1,550 | $219K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 1,546 | $219K |
| Quadrant Private Wealth Management, LLC | 0.04% | New | 1,545 | $219K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 1,535 | $217K |
| VestGen Investment Management | 0.12% | New | 1,526 | $216K |
| TCP Asset Management, LLC | 0.04% | No change | 1,525 | $216K |
| CWA Asset Management Group, LLC | 0.01% | New | 1,522 | $215K |
| Spreng Capital Management, Inc. | 0.08% | Reduce -35.6% | 1,513 | $214K |
| Icon Advisers Inc. | 0.05% | No change | 1,500 | $212K |
| Mill Capital Management, LLC | 0.02% | New | 1,500 | $212K |
| Boyum Wealth Architects LLC | 0.10% | New | 1,461 | $212K |
| Kintra Wealth, LLC | 0.03% | No change | 1,490 | $211K |
| Jane Street Group, LLC | 0.00% | New | 1,485 | $210K |
| Apella Capital, LLC | 0.00% | No change | 1,479 | $209K |
| One Capital Management, LLC | 0.01% | New | 1,479 | $209K |
| Cathy Pareto & Associates, Inc. | 0.15% | No change | 1,477 | $209K |
| Visionary Wealth Advisors | 0.01% | No change | 1,468 | $208K |
| Total Investment Management Inc. | 0.03% | New | 1,457 | $206K |
| Hengehold Capital Management LLC | 0.02% | New | 1,450 | $205K |
| Empower Advisory Group, LLC | 0.00% | New | 1,449 | $205K |
| Elyxium Wealth, LLC | 0.06% | New | 1,444 | $204K |
| Meridian Financial Partners LLC | 0.08% | New | 1,418 | $204K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 1,443 | $204K |
| Apollon Financial, LLC | 0.03% | New | 1,425 | $202K |
| Landaas & Co. /Wi | 0.04% | New | 1,419 | $201K |
| SageView Advisory Group, LLC | 0.01% | Reduce -59.0% | 1,349 | $191K |
| Bank of New Hampshire | 0.04% | No change | 1,339 | $189K |
| Granite FO LLC | 0.10% | No change | 1,295 | $183K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -99.7% | 1,256 | $178K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.8% | 1,223 | $173K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 1,172 | $166K |
| American Wealth Advisors, LLC | 0.16% | Add +0.9% | 1,140 | $161K |
| TD Private Client Wealth LLC | 0.00% | Add +123.4% | 1,126 | $159K |
| AE Wealth Management LLC | 0.00% | Add +29.2% | 1,107 | $157K |
| Solstein Capital, LLC | 0.06% | No change | 1,100 | $156K |
| Harris Associates (Oakmark Funds) | 0.00% | No change | 1,092 | $155K |
| Valley National Advisers Inc. | 0.02% | No change | 1,044 | $147K |
| Larson Financial Group LLC | 0.00% | Add +103500.0% | 1,036 | $147K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -0.4% | 1,021 | $145K |
| Simplex Trading, LLC | 0.00% | Reduce -23.6% | 1,014 | $143K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 1,001 | $142K |
| Birchbrook, Inc. | 0.07% | Add +0.3% | 982 | $139K |
| Cedar Wealth Management, LLC | 0.04% | No change | 965 | $137K |
| Manchester Capital Management LLC | 0.02% | Reduce -23.1% | 900 | $127K |
| HighMark Wealth Management LLC | 0.05% | Add +0.9% | 885 | $125K |
| IAG Wealth Partners, LLC | 0.01% | No change | 875 | $124K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 850 | $120K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 786 | $111K |
| Entrust Financial LLC | 0.08% | — | 746 | $106K |
| Spire Wealth Management | 0.00% | Reduce -33.2% | 703 | $99K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 681 | $96K |
| MTM Investment Management, LLC | 0.03% | No change | 675 | $96K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 675 | $96K |
| Pandora Wealth, Inc. | 0.06% | No change | 640 | $91K |
| Bokf, NA | 0.00% | New | 620 | $88K |
| IMA Advisory Services, Inc. | 0.01% | Add +0.8% | 601 | $85K |
| BigSur Wealth Management LLC | 0.02% | No change | 600 | $85K |
| CVA Family Office, LLC | 0.01% | No change | 594 | $84K |
| Consultiva Wealth Management, Corp. | 0.22% | No change | 565 | $80K |
| MidAtlantic Capital Management, Inc. | 0.05% | New | 562 | $80K |
| Rakuten Securities, Inc. | 0.02% | New | 505 | $71K |
| CNB Bank | 0.03% | No change | 500 | $71K |
| Rialto Wealth Management, LLC | 0.02% | No change | 500 | $71K |
| American National Bank & Trust | 0.01% | No change | 500 | $71K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 495 | $70K |
| Anchor Investment Management, LLC | 0.01% | No change | 462 | $65K |
| Centerpoint Advisors, LLC | 0.02% | No change | 460 | $65K |
| 10Elms LLP | 0.06% | No change | 432 | $61K |
| Costello Asset Management, INC | 0.02% | Add +0.9% | 426 | $60K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +1.3% | 378 | $53K |
| Red Reef Advisors LLC | 0.05% | — | 346 | $49K |
| Pacifica Partners Inc. | 0.02% | No change | 339 | $48K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 340 | $48K |
| Rossby Financial, LCC | 0.01% | No change | 338 | $48K |
| DiNuzzo Private Wealth, Inc. | 0.01% | Reduce -0.9% | 325 | $46K |
| HM Payson & Co. | 0.00% | No change | 325 | $46K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 260 | $37K |
| MRP Capital Investments, LLC | 0.03% | No change | 257 | $36K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -0.4% | 243 | $34K |
| McIlrath & Eck, LLC | 0.00% | Reduce -22.8% | 241 | $34K |
| Breakwater Investment Management | 0.01% | No change | 232 | $33K |
| DB Fitzpatrick & Co, Inc | 0.03% | No change | 230 | $32K |
| Root Financial Partners, LLC | 0.00% | Add +7100.0% | 216 | $31K |
| Westside Investment Management, Inc. | 0.00% | No change | 205 | $29K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 193 | $27K |
| Triumph Capital Management | 0.01% | New | 192 | $27K |
| Quent Capital, LLC | 0.00% | Add +0.6% | 181 | $26K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 171 | $24K |
| CX Institutional | 0.00% | Add +0.6% | 166 | $24K |
| Prosperity Bancshares Inc | 0.02% | — | 169 | $24K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 160 | $24K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 165 | $23K |
| Winch Advisory Services, LLC | 0.01% | Reduce -3.0% | 164 | $23K |
| CoreCap Advisors, LLC | 0.00% | Reduce -66.3% | 158 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +466.7% | 153 | $22K |
| Quattro Advisors LLC | 0.02% | — | 151 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 130 | $18K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 116 | $16K |
| West Paces Advisors Inc. | 0.00% | No change | 111 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.9% | 108 | $15K |
| Monetary Management Group Inc. | 0.00% | No change | 100 | $14K |
| Dunhill Financial, LLC | 0.00% | Reduce -1.0% | 99 | $14K |
| SJS Investment Consulting Inc. | 0.00% | No change | 95 | $13K |
| Boreal Capital Management LLC | 0.01% | Reduce -90.5% | 90 | $13K |
| Operose Advisors LLC | 0.00% | No change | 87 | $12K |
| Hollencrest Capital Management | 0.00% | No change | 76 | $11K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 75 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 75 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 68 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 63 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -77.5% | 61 | $9K |
| First Horizon Corp. | 0.00% | No change | 58 | $8K |
| Stone House Investment Management, LLC | 0.00% | New | 55 | $8K |
| Miller Capital Partners, Inc. | 0.00% | — | 54 | $8K |
| Gould Capital, LLC | 0.00% | No change | 53 | $7K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 41 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 36 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -6.1% | 31 | $4K |
| American Capital Advisory, LLC | 0.00% | Add +50.0% | 30 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 27 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 14 | $2K |
| Richardson Capital Management LLC | 0.00% | Reduce -90.9% | 8 | $1K |
| Paladin Advisory Group, LLC | 0.00% | No change | 6 | $895 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.3% | 5 | $707 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 4 | $566 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $152 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $141 |
| 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.