iShares MSCI Acwi ETFACWIETF
13F holders, Q1 2026 (March 31)803holders −7
52new positions
55sold out
5famous investors
$138.18avg. 13F price*
At the end of Q1 2026, 803 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, down 7 from Q4 2025. 52 opened new positions and 55 sold out. The largest holders were Morgan Stanley ($1.5B), Mass General Brigham, Inc ($292.7M) and Wells Fargo & Company ($284.9M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Acwi ETF
- CUSIP
- 464288257
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $264.7M |
| Exits | 55 | $156.4M |
All 13F filers, Q4 2025 → Q1 2026: 13,958,940 shares bought and 9,103,446 shares sold, net +4,855,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 803 holders
| Morgan Stanley | 0.09% | Add +27.0% | 10,717,915 | $1.5B |
| Mass General Brigham, Inc | 62.42% | Reduce -53.3% | 2,153,477 | $292.7M |
| Wells Fargo & Company | 0.06% | Add +15.8% | 2,059,226 | $284.9M |
| Granger Management LLC | 71.77% | No change | 1,858,121 | $257.1M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 59.28% | Add +151.6% | 1,847,880 | $255.7M |
| JPMorgan Chase & Co. | 0.02% | Add +37.0% | 1,853,728 | $248.8M |
| Sageworth Trust Co | 10.29% | Add +0.0% | 1,729,958 | $239.4M |
| BNP Paribas Financial Markets | 0.15% | Reduce -36.5% | 1,664,180 | $230.3M |
| Northern Trust Corp. | 0.03% | Add +3.8% | 1,548,820 | $214.3M |
| P/E Global LLC | 15.78% | Reduce -18.1% | 1,446,587 | $200.2M |
| Phoenix Financial Ltd. | 1.83% | Reduce -0.3% | 1,397,253 | $193.3M |
| PNC Financial Services Group, Inc. | 0.11% | Add +0.1% | 1,388,478 | $192.1M |
| Bank of America Corp. | 0.01% | Add +9.7% | 1,384,455 | $191.6M |
| Prudential PLC | 1.42% | Add +22.5% | 1,347,997 | $186.5M |
| ICONIQ Capital, LLC | 4.08% | No change | 1,315,860 | $182.1M |
| National Bank of Canada | 0.18% | Add +8336.3% | 1,276,918 | $176.7M |
| Sequoia Financial Advisors, LLC | 0.93% | Reduce -3.9% | 1,197,896 | $165.8M |
| UBS Group AG | 0.03% | Reduce -5.5% | 1,149,459 | $159.1M |
| Allianz Asset Management GmbH | 0.17% | Reduce -4.8% | 1,045,428 | $144.7M |
| Bogart Wealth, LLC | 5.51% | Add +13.4% | 1,031,925 | $142.8M |
| Clal Insurance Enterprises Holdings Ltd | 0.77% | Add +360.8% | 921,500 | $127.5M |
| HF Capital, LLC | 52.24% | Add +70.6% | 903,075 | $125.0M |
| Common Fund for Nonprofit Organizations | 11.83% | Reduce -11.4% | 884,511 | $122.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -35.0% | 884,006 | $122.3M |
| Bank of Montreal | 0.05% | Add +0.0% | 845,846 | $117.0M |
| Dimension Capital Management LLC | 16.35% | Reduce -1.4% | 840,939 | $116.4M |
| Evoke Wealth, LLC | 2.03% | Reduce -2.0% | 794,905 | $110.0M |
| Capital Advisors Inc. | 1.76% | Add +3.0% | 792,656 | $109.7M |
| Ieq Capital, LLC | 0.50% | Add +11.8% | 770,683 | $106.6M |
| Corient Private Wealth LP | 0.15% | Add +1.5% | 793,582 | $105.9M |
| CIBC Bancorp USA Inc. | 0.13% | — | 695,552 | $96.2M |
| Brown Advisory Inc. | 0.16% | Reduce -1.8% | 692,578 | $95.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.65% | Add +1.2% | 679,655 | $93.2M |
| Schroder Investment Management Group | 0.07% | Add +240.9% | 656,890 | $90.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.26% | Add +34.8% | 651,110 | $90.1M |
| Nearwater Capital Markets, Ltd | 2.09% | New | 641,700 | $88.8M |
| Lowe Brockenbrough & Co. Inc. | 4.42% | Reduce -1.2% | 641,227 | $88.7M |
| BlackRock, Inc. | 0.00% | Reduce -31.1% | 637,535 | $88.2M |
| Alliancebernstein L.P. | 0.03% | Add +19.9% | 619,328 | $87.6M |
| HSBC Holdings PLC | 0.05% | Reduce -14.7% | 632,015 | $87.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 2.49% | Add +24.8% | 612,814 | $84.9M |
| Verger Capital Management LLC | 24.65% | Reduce -1.9% | 604,163 | $83.6M |
| Jasper Ridge Partners, L.P. | 1.85% | Add +219.3% | 601,046 | $83.2M |
| Capital International Investors | 0.02% | Reduce -24.6% | 574,699 | $77.1M |
| Cibc World Market Inc. | 0.13% | Add +4025.4% | 540,262 | $74.8M |
| Metis Global Partners, LLC | 1.76% | Add +2431.1% | 517,834 | $71.7M |
| Bessemer Group Inc. | 0.11% | Reduce -28.3% | 514,494 | $71.2M |
| Allianz SE | 0.78% | Reduce -2.0% | 508,784 | $70.4M |
| Bernicke Wealth Management, Ltd. | 8.53% | Add +1.4% | 477,435 | $66.1M |
| Royal Bank of Canada | 0.01% | Reduce -32.4% | 463,648 | $64.2M |
| Federation des caisses Desjardins du Quebec | 0.23% | Add +40.7% | 459,006 | $63.5M |
| HighTower Advisors, LLC | 0.06% | Add +1.5% | 439,441 | $60.8M |
| Assetmark, Inc. | 0.12% | Add +0.3% | 433,891 | $60.0M |
| Blue Trust, Inc. | 0.69% | Add +2.6% | 433,494 | $60.0M |
| Three Bridge Wealth Advisors, LLC | 15.61% | Reduce -0.8% | 410,767 | $56.8M |
| Mill Creek Capital Advisors, LLC | 1.17% | Reduce -1.8% | 410,591 | $56.8M |
| Citigroup Inc. | 0.03% | Reduce -32.3% | 380,560 | $52.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -11.2% | 380,357 | $52.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.4% | 372,021 | $51.5M |
| LPL Financial LLC | 0.01% | Add +1.1% | 368,160 | $50.9M |
| Bank of Nova Scotia | 0.09% | Add +206.8% | 356,920 | $49.4M |
| Banco Santander, S.A. | 0.38% | Add +6.2% | 341,053 | $47.2M |
| Gotham Asset Management | 0.14% | Add +70.0% | 332,083 | $46.0M |
| Cresset Asset Management, LLC | 0.19% | Add +105.0% | 321,195 | $44.4M |
| Pathstone Holdings, LLC | 0.17% | Reduce -0.1% | 317,211 | $43.9M |
| Ayalon Insurance Comp Ltd. | 8.95% | Add +6.8% | 316,575 | $43.8M |
| Polen Capital Management LLC | 0.29% | Reduce -49.8% | 306,415 | $42.4M |
| 1832 Asset Management L.P. | 0.05% | Add +2.6% | 296,238 | $41.0M |
| Brandywine Managers, LLC | 23.92% | No change | 293,679 | $40.6M |
| Focus Partners Wealth | 0.05% | Add +1.4% | 293,370 | $40.6M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -9.2% | 277,582 | $38.7M |
| Birnam Oak Advisors, LP | 10.55% | No change | 276,800 | $38.3M |
| Cambridge Associates LLC /Ma/ | 0.61% | Add +2.7% | 274,706 | $38.0M |
| Cerity Partners LLC | 0.05% | Reduce -1.3% | 262,248 | $36.3M |
| Drake & Associates, LLC | 6.76% | Add +14.7% | 256,265 | $35.5M |
| Erste Asset Management GmbH | 0.32% | Add +0.5% | 253,157 | $35.0M |
| Rockefeller Capital Management L.P. | 0.06% | Add +29.6% | 252,281 | $34.9M |
| Truist Financial Corp. | 0.05% | Reduce -6.3% | 246,537 | $34.1M |
| Pathway Financial Advisors LLC | 4.18% | Reduce -1.3% | 242,318 | $33.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +80.2% | 237,510 | $32.9M |
| Neuberger Berman Group LLC | 0.02% | Add +1.8% | 236,609 | $32.7M |
| Partners Capital Investment Group, LLP | 1.16% | Reduce -22.6% | 223,032 | $30.9M |
| Purpose Unlimited Inc. | 1.29% | No change | 222,800 | $30.8M |
| Qube Research & Technologies Ltd | 0.04% | Add +7412.8% | 221,702 | $30.7M |
| Lido Advisors, LLC | 0.12% | Reduce -34.7% | 219,746 | $30.4M |
| Sentinel Trust Co. Lba | 3.00% | Add +4.9% | 217,968 | $30.2M |
| Capitolis Liquid Global Markets LLC | 0.19% | — | 211,200 | $29.2M |
| Bank Hapoalim BM | 4.53% | Reduce -0.9% | 200,000 | $27.7M |
| Waldron Private Wealth LLC | 1.08% | Add +0.2% | 199,442 | $27.6M |
| Oxford Financial Group, LTD. LLC | 1.48% | Reduce -0.4% | 199,172 | $27.6M |
| Circle Wealth Management, LLC | 0.39% | No change | 199,113 | $27.6M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +131.2% | 193,609 | $26.8M |
| GFS Advisors, LLC | 1.71% | Reduce -1.5% | 191,120 | $26.4M |
| Beacon Investment Advisory Services, Inc. | 1.10% | Add +59.0% | 190,557 | $26.4M |
| Clearstead Advisors, LLC | 0.24% | Add +200.4% | 187,029 | $25.9M |
| Jennison Associates LLC | 0.02% | Add +1.1% | 183,285 | $25.4M |
| Parkwood LLC | 2.23% | New | 181,370 | $25.1M |
| Johns Hopkins University | 1.82% | No change | 181,055 | $25.1M |
| Naviter Wealth, LLC | 3.10% | Reduce -6.0% | 179,309 | $24.8M |
| Avestar Capital, LLC | 1.67% | Add +44.8% | 176,643 | $24.4M |
| Arlington Capital Management, Inc. | 13.35% | New | 171,025 | $23.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -30.8% | 169,306 | $23.4M |
| Allen Investment Management, LLC | 0.28% | Add +4.8% | 166,102 | $23.0M |
| Guardian Partners Inc. | 1.91% | New | 165,370 | $22.9M |
| Quantinno Capital Management LP | 0.04% | Reduce -13.2% | 164,794 | $22.8M |
| Privium Fund Management (UK) Ltd | 11.54% | New | 169,300 | $22.8M |
| Wellington Management Group LLP | 0.00% | Add +52.4% | 163,667 | $22.6M |
| Bricktown Capital, LLC | 4.38% | Reduce -2.2% | 160,668 | $22.2M |
| Cwm, LLC | 0.06% | Add +34.8% | 155,387 | $21.5M |
| Equitable Trust Co. | 0.99% | Reduce -10.3% | 154,823 | $21.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 147,952 | $20.5M |
| Squarepoint Ops LLC | 0.04% | Add +121.6% | 139,705 | $19.3M |
| Centaurus Financial, Inc. | 0.91% | Add +5.1% | 138,506 | $19.2M |
| Sepio Capital, LP | 1.02% | Reduce -0.2% | 135,467 | $18.7M |
| Topor & Co. Korea | 15.44% | Reduce -14.6% | 131,937 | $18.3M |
| Captrust Financial Advisors | 0.03% | Add +0.5% | 123,320 | $17.1M |
| Ashford Advisors, LLC | 3.89% | No change | 120,827 | $16.7M |
| Gryphon Financial Partners LLC | 1.74% | Add +1.3% | 120,253 | $16.6M |
| Pinebridge Investments LLC | 0.14% | Add +4.5% | 117,719 | $16.3M |
| Portus Wealth Advisors, LLC | 15.31% | Add +1.4% | 117,513 | $16.3M |
| BIP Wealth, LLC | 0.65% | Reduce -1.7% | 116,150 | $16.1M |
| United Capital Financial Advisors, LLC | 0.10% | Add +1.6% | 113,848 | $15.7M |
| Cetera Investment Advisers | 0.02% | Add +5.9% | 111,218 | $15.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +19.3% | 111,147 | $15.4M |
| IFC Advisors LLC | 2.06% | Reduce -0.3% | 104,276 | $14.4M |
| Jefferies Financial Group Inc. | 0.18% | New | 102,058 | $14.1M |
| Fifth Third Bancorp | 0.03% | Add +584.8% | 101,479 | $14.0M |
| Toronto Dominion Bank | 0.03% | New | 100,048 | $13.8M |
| Unique Wealth, LLC | 1.87% | Reduce -5.0% | 97,995 | $13.6M |
| Plan Group Financial, LLC | 3.16% | Add +0.4% | 97,449 | $13.5M |
| Harding Loevner LP | 0.14% | Add +73.4% | 95,512 | $13.2M |
| Wind River Trust Co | 4.92% | No change | 94,212 | $13.0M |
| AlTi Global, Inc. | 0.27% | Add +1.5% | 90,534 | $12.5M |
| Dorsey & Whitney Trust CO LLC | 0.67% | Reduce -2.1% | 87,731 | $12.1M |
| Centennial Bank | 4.33% | Add +2.8% | 87,215 | $12.1M |
| Amplius Wealth Advisors, LLC | 1.00% | Reduce 0.0% | 86,434 | $12.0M |
| North Berkeley Wealth Management, LLC | 6.29% | Add +6.1% | 86,045 | $11.9M |
| HB Wealth Management, LLC | 0.08% | Reduce -5.8% | 85,709 | $11.9M |
| Waverly Advisors, LLC | 0.09% | Reduce -0.3% | 85,006 | $11.8M |
| Hackensack Meridian Health, Inc. | 1.11% | No change | 85,000 | $11.8M |
| SG Americas Securities, LLC | 0.01% | Reduce -1.2% | 83,589 | $11.6M |
| Cooper Investors PTY Ltd. | 4.71% | Add +13.0% | 83,458 | $11.5M |
| Annis Gardner Whiting Capital Advisors, LLC | 1.84% | No change | 83,076 | $11.5M |
| DT Investment Partners, LLC | 0.95% | Reduce -0.2% | 82,603 | $11.4M |
| NYL Investors LLC | 4.23% | Reduce -7.3% | 80,925 | $11.2M |
| Charter Oak Capital Management, LLC | 0.86% | Reduce -1.2% | 79,937 | $11.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.0% | 78,156 | $10.8M |
| Private Advisor Group, LLC | 0.05% | Add +0.3% | 77,323 | $10.7M |
| Mariner, LLC | 0.01% | Reduce -13.7% | 76,681 | $10.6M |
| Stifel Financial Corp. | 0.01% | Reduce -44.5% | 75,706 | $10.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +83.8% | 73,607 | $10.2M |
| Capital World Investors | 0.00% | Add +28.6% | 74,008 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.4% | 71,445 | $9.9M |
| Citadel Advisors | 0.01% | New | 70,882 | $9.8M |
| EFG International AG | 0.21% | Reduce -17.7% | 70,625 | $9.8M |
| WestEnd Advisors, LLC | 0.23% | Add +518.9% | 68,550 | $9.5M |
| WCM Investment Management, LLC | 0.02% | Reduce -49.6% | 70,462 | $9.5M |
| Catalyst Financial Partners LLC | 1.09% | Add +70.7% | 66,551 | $9.2M |
| FMR LLC | 0.00% | Reduce -0.1% | 65,315 | $9.0M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.43% | Add +31.2% | 65,136 | $9.0M |
| Able Wealth Management LLC | 2.41% | Add +3.5% | 65,095 | $9.0M |
| Channel Wealth LLC | 2.17% | Reduce -5.9% | 64,832 | $9.0M |
| Financial Enhancement Group LLC | 1.10% | Reduce -2.5% | 58,578 | $8.8M |
| BBR Partners, LLC | 0.49% | Add +52.4% | 63,345 | $8.8M |
| Brandywine Trust Co. | 1.55% | No change | 61,715 | $8.5M |
| Mullaney, Keating & Wright, Inc. | 4.63% | Add +1.2% | 61,625 | $8.5M |
| Glenmede Trust Co. NA | 0.04% | Add +9.1% | 60,886 | $8.4M |
| Mgo One Seven LLC | 0.17% | Reduce -17.1% | 60,553 | $8.4M |
| Permanent Capital Management, LP | 1.29% | No change | 54,862 | $8.3M |
| TD Capital Management LLC | 0.75% | Reduce -0.1% | 59,933 | $8.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.07% | Add +59.7% | 59,458 | $8.2M |
| AQR Capital Management | 0.00% | Add +66.8% | 59,015 | $8.2M |
| Parallel Advisors, LLC | 0.15% | Add +1.7% | 58,325 | $8.1M |
| Larch Capital Partners LLC | 1.17% | Add +0.2% | 58,124 | $8.0M |
| Altrafin AG | 2.83% | Reduce -27.7% | 57,500 | $8.0M |
| SBI Securities Co., Ltd. | 0.22% | Add +28.3% | 57,093 | $7.9M |
| Cahaba Wealth Management, Inc. | 0.53% | Reduce -4.6% | 56,181 | $7.8M |
| Centiva Capital, LP | 0.34% | New | 52,500 | $7.3M |
| Rothschild Capital Partners, LLC | 1.77% | No change | 51,937 | $7.2M |
| Leavell Investment Management, Inc. | 0.29% | No change | 50,275 | $7.0M |
| Sava Infond d.o.o. | 0.98% | Add +0.4% | 50,150 | $6.9M |
| OneAscent Financial Services LLC | 0.37% | New | 49,491 | $6.8M |
| SteelPeak Wealth, LLC | 0.21% | Add +73.7% | 48,597 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +9.6% | 48,398 | $6.7M |
| Verum Partners LLC | 1.23% | Reduce -0.6% | 46,833 | $6.5M |
| Wescott Financial Advisory Group, LLC | 0.57% | Add +0.3% | 46,611 | $6.4M |
| LexAurum Advisors, LLC | 0.84% | — | 46,401 | $6.4M |
| Creative Planning | 0.00% | Reduce -4.7% | 46,144 | $6.4M |
| Ausdal Financial Partners, Inc. | 0.28% | Reduce -1.9% | 44,523 | $6.2M |
| Frank, Rimerman Advisors LLC | 0.40% | No change | 44,053 | $6.1M |
| VPR Management LLC | 2.42% | No change | 43,700 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +20.2% | 43,659 | $6.0M |
| Atria Investments, Inc | 0.07% | Reduce -10.3% | 42,628 | $5.9M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.21% | Add +254.6% | 42,464 | $5.9M |
| Peak Financial Management, Inc. | 1.49% | Reduce -1.8% | 42,305 | $5.9M |
| FFT Wealth Management LLC | 1.06% | Add +22.9% | 42,299 | $5.9M |
| Y.D. More Investments Ltd | 0.23% | Add +31.0% | 42,739 | $5.8M |
| MayTech Global Investments, LLC | 0.71% | Add +23.5% | 42,117 | $5.8M |
| Sand Hill Global Advisors, LLC | 0.20% | No change | 42,046 | $5.8M |
| Victory Capital Management Inc. | 0.00% | Add +3.6% | 41,870 | $5.8M |
| Zurich Insurance Group Ltd | 0.05% | Reduce -19.8% | 41,674 | $5.8M |
| Lee Financial Co | 0.80% | Reduce -1.2% | 40,862 | $5.7M |
| Retirement Income Solutions, Inc. | 0.96% | Reduce -1.1% | 40,588 | $5.6M |
| Atwater Malick LLC | 1.50% | Add +2.4% | 40,228 | $5.6M |
| Union Bancaire Privee, UBP SA | 0.08% | Add +29.6% | 35,611 | $5.5M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 39,633 | $5.5M |
| Ballentine Partners, LLC | 0.08% | Reduce -1.3% | 39,425 | $5.5M |
| Pinnacle Associates Ltd. | 0.07% | Add +8.7% | 39,160 | $5.4M |
| Debussy Capital Management LP | 0.75% | Add +4.2% | 39,054 | $5.4M |
| Advisory Services Network, LLC | 0.07% | Add +0.7% | 38,098 | $5.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.36% | Add +9.0% | 37,990 | $5.3M |
| Hirtle & Co., LLC | 0.20% | Add +125.1% | 37,862 | $5.2M |
| Advisor OS, LLC | 0.37% | Add +1.8% | 37,024 | $5.1M |
| Procyon Advisors, LLC | 0.25% | Reduce -1.3% | 36,886 | $5.1M |
| SCS Capital Management LLC | 0.05% | Reduce -5.0% | 36,813 | $5.1M |
| Keel Point, LLC | 0.34% | Add +4.3% | 36,550 | $5.1M |
| AlphaCore Capital LLC | 0.12% | Add +0.5% | 36,273 | $5.0M |
| Empowered Funds, LLC | 0.03% | New | 35,588 | $4.9M |
| Diversified Trust Co. | 0.09% | Reduce 0.0% | 35,412 | $4.9M |
| Brown University | 4.81% | New | 35,400 | $4.9M |
| HighPoint Advisor Group LLC | 0.20% | Reduce -0.2% | 35,306 | $4.9M |
| Financial Council, LLC | 1.85% | Add +0.1% | 34,747 | $4.8M |
| Barings LLC | 0.08% | Add +2.9% | 34,394 | $4.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Add +54.7% | 34,207 | $4.7M |
| Intergy Private Wealth, LLC | 1.34% | No change | 32,909 | $4.6M |
| Moody National Bank Trust Division | 0.43% | No change | 32,728 | $4.5M |
| Pennington Partners & Co., LLC | 1.55% | Reduce -0.0% | 32,723 | $4.5M |
| Freestone Capital Holdings, LLC | 0.14% | Reduce -15.0% | 32,654 | $4.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +309.6% | 32,260 | $4.5M |
| Madrona Financial Services, LLC | 0.98% | Reduce -0.3% | 32,218 | $4.5M |
| Callan Family Office, LLC | 0.10% | Reduce -48.4% | 32,196 | $4.5M |
| Golden State Wealth Management, LLC | 0.48% | Add +12.1% | 31,909 | $4.4M |
| Well Done, LLC | 0.64% | Reduce -0.7% | 31,723 | $4.4M |
| Sageworth Trust Co of South Dakota | 3.40% | No change | 31,062 | $4.3M |
| BSW Wealth Partners | 0.52% | Reduce -0.1% | 30,996 | $4.3M |
| Barclays PLC | 0.00% | Reduce -0.2% | 30,889 | $4.3M |
| Voya Investment Management LLC | 0.01% | Add +151.0% | 30,795 | $4.3M |
| Beirne Wealth Consulting Services, LLC | 1.19% | Reduce -9.3% | 30,403 | $4.2M |
| National Philanthropic Trust | 0.04% | No change | 30,329 | $4.2M |
| USAdvisors Wealth Management, LLC | 1.39% | Add +1.8% | 31,243 | $4.2M |
| Calton & Associates, Inc. | 0.57% | New | 28,860 | $4.0M |
| Rathbones Group PLC | 0.02% | Add +0.8% | 27,575 | $3.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 27,187 | $3.8M |
| Bluespring Wealth Management, LLC | 0.32% | Reduce -0.6% | 27,154 | $3.8M |
| Shepherd Kaplan Krochuk, LLC | 3.15% | Reduce -0.7% | 27,121 | $3.8M |
| Rik Saylor Financial, Inc. | 2.85% | Reduce -0.4% | 27,077 | $3.7M |
| Insigneo Advisory Services, LLC | 0.26% | Add +4.5% | 26,824 | $3.7M |
| Signaturefd, LLC | 0.06% | Reduce -1.2% | 26,718 | $3.7M |
| McKinley Carter Wealth Services, Inc. | 0.21% | Reduce -2.3% | 26,673 | $3.7M |
| PAX Financial Group, LLC | 0.63% | Reduce -12.2% | 26,503 | $3.7M |
| GQG Partners LLC | 0.01% | Reduce -51.9% | 26,342 | $3.6M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Reduce -0.2% | 26,146 | $3.6M |
| MainStreet Investment Advisors LLC | 0.54% | No change | 26,114 | $3.6M |
| Quadrant Capital Group LLC | 0.11% | Add +1.9% | 25,458 | $3.5M |
| CKW Financial Group | 0.38% | Add +6.7% | 25,083 | $3.5M |
| Wealthfront Advisers LLC | 0.01% | Add +44.0% | 25,262 | $3.5M |
| Waddell & Associates, LLC | 0.20% | No change | 25,247 | $3.5M |
| Catalyst Private Wealth, LLC | 1.88% | Reduce -0.6% | 25,043 | $3.5M |
| Equitable Holdings, Inc. | 0.02% | Add +17.3% | 23,804 | $3.4M |
| St. Louis Trust Co | 0.39% | No change | 24,045 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.7% | 23,912 | $3.3M |
| Arkos Global Advisors | 0.41% | Reduce -0.3% | 23,634 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +121.8% | 23,479 | $3.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.8% | 23,296 | $3.2M |
| PFW Advisors LLC | 1.00% | Reduce -7.7% | 22,968 | $3.2M |
| Summit Financial, LLC | 0.04% | Add +5.2% | 22,813 | $3.2M |
| Brighton Jones LLC | 0.07% | New | 22,690 | $3.1M |
| RDA Financial Network | 0.79% | Add +1.7% | 22,667 | $3.1M |
| Rothschild Wealth LLC | 0.28% | New | 22,485 | $3.1M |
| Aries Wealth Management | 0.67% | Add +2.5% | 22,077 | $3.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.3% | 22,032 | $3.0M |
| Independent Wealth Network Inc. | 0.90% | Reduce -51.0% | 21,856 | $3.0M |
| Klaas Financial Asset Advisors, LLC | 0.40% | Reduce -2.7% | 21,150 | $2.9M |
| Selby Wealth Management, LLC | 1.12% | Reduce -4.5% | 20,489 | $2.8M |
| Blair William & Co. | 0.01% | Add +3.2% | 20,125 | $2.8M |
| MAI Capital Management | 0.02% | Add +6.8% | 19,966 | $2.8M |
| Wick Capital Partners, LLC | 0.49% | Reduce -0.2% | 19,565 | $2.7M |
| Veltria Advisors Corp. | 8.67% | Add +3.7% | 17,090 | $2.6M |
| Bleakley Financial Group, LLC | 0.04% | Add +2.0% | 18,566 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Add +520.1% | 18,393 | $2.5M |
| Sellwood Investment Partners LLC | 0.99% | Reduce -8.4% | 18,226 | $2.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -44.8% | 17,949 | $2.5M |
| West Bancorporation Inc. | 1.23% | Add +11.9% | 17,881 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +0.1% | 17,647 | $2.4M |
| Fund Evaluation Group, LLC | 0.07% | Reduce -0.2% | 17,387 | $2.4M |
| Oak Family Advisors, LLC | 0.74% | Reduce -15.9% | 17,285 | $2.4M |
| Aspiriant, LLC | 0.07% | Add +2.4% | 17,243 | $2.4M |
| Capital Group Private Client Services, Inc. | 0.04% | Add +19.3% | 17,152 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +28.3% | 17,024 | $2.4M |
| Hopwood Nicholas Hunter | 0.75% | Reduce -14.6% | 17,004 | $2.4M |
| Savant Capital, LLC | 0.01% | Reduce -0.8% | 16,875 | $2.3M |
| Sapient Capital LLC | 0.03% | Add +2.5% | 16,704 | $2.3M |
| Moran Wealth Management, LLC | 0.07% | Reduce -76.6% | 16,283 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -13.1% | 16,213 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.5% | 16,196 | $2.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.59% | Add +0.5% | 16,103 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +34.6% | 16,031 | $2.2M |
| Tidal Investments LLC | 0.01% | Add +59.6% | 15,914 | $2.2M |
| Roth Financial Partners LLC | 0.73% | Reduce -0.3% | 15,535 | $2.1M |
| Midwest Heritage Bank, FSB | 0.69% | No change | 15,486 | $2.1M |
| Causeway Capital Management LLC | 0.03% | Add +41.0% | 15,421 | $2.1M |
| Evelyn Partners Asset Management Ltd | 0.52% | Add +0.3% | 15,306 | $2.1M |
| Summit Trail Advisors, LLC | 0.03% | Add +6.9% | 15,084 | $2.1M |
| First Citizens Bank & Trust Co. | 0.04% | Add +2.8% | 15,028 | $2.1M |
| Strategic Blueprint, LLC | 0.12% | Reduce -4.9% | 14,799 | $2.0M |
| Lee Johnson Capital Management, LLC | 0.73% | Add +88.2% | 14,751 | $2.0M |
| Chilton Investment Co. Inc. | 0.05% | Add +30.7% | 14,674 | $2.0M |
| Pictet North America Advisors SA | 0.20% | No change | 14,605 | $2.0M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Reduce -1.0% | 14,510 | $2.0M |
| Old National Bancorp | 0.03% | Reduce -93.2% | 14,475 | $2.0M |
| G&S Capital LLC | 0.70% | Add +5.5% | 14,468 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -42.7% | 14,359 | $2.0M |
| Capital Research Global Investors | 0.00% | Add +0.5% | 14,423 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -79.3% | 13,904 | $1.9M |
| Greystone Financial Group, LLC | 0.54% | Reduce -28.3% | 13,850 | $1.9M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.69% | Reduce -1.5% | 13,802 | $1.9M |
| Angeles Investment Advisors, LLC | 0.13% | Reduce -2.3% | 13,778 | $1.9M |
| Chevy Chase Trust Holdings, LLC | 0.01% | No change | 13,756 | $1.9M |
| Arcus Capital Partners, LLC | 0.68% | Reduce -32.4% | 13,673 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +3.5% | 13,611 | $1.9M |
| Landing Point Financial Group, LLC | 0.91% | Add +4.7% | 13,586 | $1.9M |
| Choate Investment Advisors | 0.04% | Add +5.8% | 13,438 | $1.9M |
| Choreo, LLC | 0.02% | Add +12.1% | 13,432 | $1.9M |
| World Investment Advisors | 0.03% | Reduce -5.1% | 13,369 | $1.8M |
| AMG National Trust Bank | 0.04% | Add +6.2% | 13,322 | $1.8M |
| Sharkey, Howes & Javer | 0.25% | Reduce -23.1% | 13,151 | $1.8M |
| Haverford Trust Co | 0.02% | No change | 13,052 | $1.8M |
| Empirical Finance, LLC | 0.08% | No change | 13,031 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +1.2% | 13,023 | $1.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Reduce -4.5% | 13,010 | $1.8M |
| Austin Wealth Management, LLC | 0.41% | Reduce -10.5% | 12,745 | $1.8M |
| SYM FINANCIAL Corp | 0.18% | Reduce -0.2% | 12,725 | $1.8M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -0.5% | 12,703 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Reduce -77.8% | 12,558 | $1.7M |
| WHI TRUST Co LLC | 1.31% | Add +3.8% | 12,553 | $1.7M |
| Arlington Trust Co LLC | 0.15% | No change | 12,500 | $1.7M |
| Valeo Financial Advisors, LLC | 0.04% | Add +2.0% | 12,489 | $1.7M |
| Astoria Strategic Wealth, Inc. | 0.44% | Reduce -6.7% | 12,425 | $1.7M |
| Lifelong Wealth Advisors, Inc. | 0.46% | No change | 12,332 | $1.7M |
| Maseco LLP | 0.05% | No change | 12,310 | $1.7M |
| Great Waters Wealth Management | 0.18% | Reduce -1.0% | 11,973 | $1.7M |
| KCM Investment Advisors LLC | 0.05% | No change | 11,895 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -5.8% | 11,840 | $1.6M |
| TFO Wealth Partners, LLC | 0.22% | No change | 11,718 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +2.2% | 11,557 | $1.6M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.08% | Add +17.2% | 11,545 | $1.6M |
| Activest Wealth Management | 0.28% | Reduce -22.6% | 11,514 | $1.6M |
| Elmwood Wealth Management, Inc. | 0.42% | Add +17.6% | 10,945 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.11% | Reduce -1.1% | 10,944 | $1.5M |
| Bucket List Wealth Management, LLC | 0.90% | Reduce -32.5% | 10,800 | $1.5M |
| Tudor Investment Corporation | 0.01% | Add +288.9% | 10,766 | $1.5M |
| First National Trust Co | 0.05% | Add +2.3% | 10,765 | $1.5M |
| Cherrydale Wealth Management, LLC | 0.46% | No change | 10,649 | $1.5M |
| Berkshire Asset Management LLC | 0.06% | No change | 10,556 | $1.5M |
| Vann Equity Management LLC | 1.04% | — | 10,527 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Reduce -4.5% | 10,257 | $1.4M |
| Integrity Wealth Partners, LLC | 1.26% | — | 10,130 | $1.4M |
| Peregrine Asset Advisers, Inc. | 0.38% | Reduce -0.8% | 10,097 | $1.4M |
| McHugh Group, LLC | 0.83% | Add +72.4% | 10,000 | $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 |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +7.4% | 9,993 | $1.4M |
| First National Bank of Omaha | 0.04% | Add +13.5% | 10,300 | $1.4M |
| Composition Wealth, LLC | 0.02% | Add +52.2% | 9,961 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.7% | 9,809 | $1.4M |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -18.7% | 9,709 | $1.3M |
| Fiduciary Trust Co | 0.02% | Reduce -1.9% | 9,698 | $1.3M |
| Scotia Capital Inc. | 0.01% | Reduce -7.5% | 9,523 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.10% | Add +0.1% | 9,501 | $1.3M |
| W1M Asset Management Ltd | 0.01% | No change | 9,477 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | No change | 9,463 | $1.3M |
| Uniting Wealth Partners, LLC | 0.28% | Add +6.8% | 9,453 | $1.3M |
| GenTrust, LLC | 0.06% | Add +25.1% | 9,375 | $1.3M |
| Montecito Bank & Trust | 0.21% | Add +2.7% | 9,305 | $1.3M |
| J. Derek Lewis & Associates Inc. | 0.29% | Add +25.1% | 9,294 | $1.3M |
| Advisors Capital Management, LLC | 0.01% | Add +3.1% | 9,189 | $1.3M |
| PFG Advisors | 0.06% | Reduce -90.1% | 9,143 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -34.5% | 9,012 | $1.2M |
| Saxony Capital Management, LLC | 0.72% | Reduce -0.3% | 8,978 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 8,943 | $1.2M |
| Simon Quick Advisors, LLC | 0.06% | No change | 8,887 | $1.2M |
| NavPoint Financial, Inc. | 0.49% | No change | 8,793 | $1.2M |
| Northside Capital Management, LLC | 0.11% | No change | 8,775 | $1.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +594.9% | 8,728 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -10.9% | 8,706 | $1.2M |
| Arax Advisory Partners | 0.03% | Add +160.5% | 8,555 | $1.2M |
| Caprock Group, LLC | 0.03% | Reduce -83.0% | 8,392 | $1.2M |
| Sierra Capital LLC | 0.13% | No change | 8,305 | $1.1M |
| Becker Capital Management Inc. | 0.03% | No change | 8,300 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +431.9% | 8,287 | $1.1M |
| Sonoma Private Wealth LLC | 1.41% | No change | 8,260 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Reduce -0.6% | 8,250 | $1.1M |
| Stonebrook Private Inc. | 0.24% | Reduce -5.7% | 8,231 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +0.4% | 8,031 | $1.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.50% | No change | 8,000 | $1.1M |
| Patten Group, Inc. | 0.19% | Add +0.9% | 7,948 | $1.1M |
| Sage Mountain Advisors LLC | 0.08% | Add +0.3% | 7,820 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +0.7% | 8,031 | $1.1M |
| NTV Asset Management LLC | 0.12% | Reduce -0.0% | 7,748 | $1.1M |
| KBC Group NV | 0.00% | Add +15.3% | 7,619 | $1.1M |
| Sheets Smith Wealth Management | 0.12% | Add +1.6% | 7,578 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +51.8% | 7,507 | $1.0M |
| YHB Investment Advisors, Inc. | 0.07% | Reduce -17.5% | 7,545 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +9.8% | 7,476 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.0% | 7,439 | $1.0M |
| Fifth Third Wealth Advisors LLC | 0.03% | No change | 7,300 | $1.0M |
| Whittier Trust Co. | 0.01% | No change | 7,157 | $1.0M |
| Winthrop Advisory Group LLC | 0.08% | Add +1.2% | 7,244 | $1.0M |
| Columbus Macro, LLC | 0.11% | Reduce -5.7% | 7,225 | $1000K |
| Longview Financial Advisors LLC | 0.54% | Reduce -0.8% | 7,165 | $991K |
| Modern Wealth Management, LLC | 0.02% | Reduce -10.9% | 7,042 | $984K |
| Fiducient Advisors LLC | 0.13% | Add +16.3% | 7,069 | $978K |
| Logan Stone Capital, LLC | 0.27% | New | 6,939 | $960K |
| &partners | 0.00% | Reduce -1.4% | 6,914 | $957K |
| St Germain D J Co. Inc. | 0.04% | No change | 6,895 | $954K |
| RFG Advisory, LLC | 0.02% | Reduce -3.1% | 6,868 | $950K |
| Wealth Architects, LLC | 0.08% | No change | 6,802 | $941K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -33.2% | 6,737 | $932K |
| Sunflower Bank, N.A. | 0.24% | Reduce -2.2% | 6,731 | $931K |
| LRI Investments, LLC | 0.08% | Add +21.5% | 6,723 | $930K |
| Trek Financial, LLC | 0.05% | No change | 6,715 | $929K |
| Commerce Bank | 0.00% | Reduce -25.1% | 6,681 | $924K |
| Silver Oak Securities, Incorporated | 0.07% | Add +19.7% | 6,582 | $911K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.38% | Add +8.4% | 6,565 | $908K |
| Abound Wealth Management | 0.20% | No change | 6,490 | $898K |
| Cassia Capital Partners, LLC | 0.46% | Add +29.7% | 6,447 | $892K |
| Bailard, Inc. | 0.02% | No change | 6,413 | $887K |
| Pettyjohn, Wood & White, Inc. | 0.14% | Add +13.3% | 6,390 | $884K |
| Sfmg, LLC | 0.06% | No change | 6,362 | $880K |
| Eight 31 Financial, LLC | 0.53% | Add +6.9% | 6,353 | $879K |
| Apeiron RIA LLC | 0.20% | No change | 6,330 | $876K |
| Ballew Advisors, Inc | 0.49% | No change | 6,016 | $873K |
| Arkadios Wealth Advisors | 0.01% | No change | 6,276 | $868K |
| Old Peak Finance LLC | 0.50% | No change | 6,235 | $863K |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -5.8% | 6,233 | $862K |
| K.J. Harrison & Partners Inc | 0.14% | Add +19.8% | 6,202 | $858K |
| Ifrah Financial Services, Inc. | 0.22% | Reduce -3.4% | 6,118 | $847K |
| Strategic Financial Partners, Ltd. | 0.36% | No change | 6,068 | $840K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 5,585 | $839K |
| US Bancorp \de | 0.00% | Reduce -97.9% | 5,985 | $828K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.8% | 5,943 | $822K |
| Wexford Capital LP | 0.14% | No change | 5,931 | $821K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.2% | 5,930 | $821K |
| Parsons Capital Management Inc. | 0.04% | Add +1.3% | 5,920 | $819K |
| Signet Private Wealth LLC | 0.77% | Reduce -1.9% | 5,800 | $803K |
| Bellwether Advisors, LLC | 0.13% | Reduce -1.9% | 5,748 | $795K |
| Investment Partners Asset Management, Inc. | 0.48% | Add +190.7% | 5,643 | $781K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,552 | $768K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -2.6% | 5,535 | $766K |
| Vertrix Wealth Management, LLC | 0.28% | — | 5,523 | $764K |
| RiverTree Advisors, LLC | 0.48% | Reduce -5.7% | 5,507 | $762K |
| 44 Wealth Management LLC | 0.27% | Add +139.6% | 5,505 | $762K |
| Bitterroot Capital Advisors LLC | 0.46% | No change | 5,501 | $761K |
| Managed Asset Portfolios, LLC | 0.09% | Reduce -72.0% | 5,472 | $757K |
| Evolution Wealth Advisors, LLC | 0.08% | No change | 5,457 | $755K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -0.3% | 5,417 | $750K |
| Aaron Wealth Advisors LLC | 0.04% | No change | 5,366 | $742K |
| Cedarwood Wealth LLC | 0.75% | Reduce -0.0% | 5,356 | $741K |
| Mather Group, Llc. | 0.01% | Reduce -10.0% | 5,319 | $736K |
| Annandale Capital, LLC | 0.12% | Reduce -0.0% | 5,211 | $721K |
| Capital Investment Advisors, LLC | 0.01% | No change | 5,178 | $716K |
| Boston Family Office LLC | 0.05% | Add +223.4% | 5,175 | $716K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -11.8% | 5,138 | $711K |
| HRT Financial LP | 0.00% | Reduce -53.6% | 5,127 | $709K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +9.4% | 5,115 | $708K |
| Summit Wealth Partners, LLC | 0.11% | No change | 5,113 | $707K |
| Kings Path Partners LLC | 0.24% | No change | 5,085 | $704K |
| Daybright Advisory Services, Inc. | 0.19% | Add +0.2% | 5,056 | $700K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +26.1% | 4,983 | $689K |
| GDS Wealth Management | 0.04% | Reduce -0.2% | 4,962 | $687K |
| Integrated Wealth Concepts LLC | 0.01% | New | 4,958 | $686K |
| Hudson Edge Investment Partners Inc. | 0.10% | New | 4,910 | $679K |
| Highland Capital Management, LLC | 0.04% | No change | 4,891 | $677K |
| Ancora Advisors LLC | 0.01% | Reduce -12.7% | 4,845 | $670K |
| Courage Miller Partners, LLC | 0.19% | No change | 4,750 | $657K |
| Forum Finance Group S.A. | 0.35% | — | 5,827 | $652K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Reduce -3.7% | 4,711 | $652K |
| Koshinski Asset Management, Inc. | 0.04% | Add +2.4% | 4,692 | $649K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +18.6% | 4,691 | $649K |
| Xponance LLC | 0.00% | Add +133.6% | 4,655 | $644K |
| Gutierrez Wealth Advisory, LLC | 0.40% | No change | 4,650 | $643K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.5% | 4,638 | $642K |
| 2UniFi Bank | 0.31% | Reduce -1.3% | 4,624 | $640K |
| Provenance Wealth Advisors, LLC | 0.07% | No change | 4,614 | $638K |
| Shum Financial Group, Inc. | 0.45% | Add +6.0% | 4,602 | $637K |
| Asempa Wealth Advisors | 0.55% | Reduce -13.3% | 4,557 | $637K |
| New Capital Management LP | 0.16% | No change | 4,575 | $633K |
| Accurate Wealth Management, LLC | 0.08% | Add +1.0% | 4,358 | $632K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -3.6% | 4,545 | $629K |
| Certuity, LLC | 0.04% | No change | 4,514 | $625K |
| RTD Financial Advisors, Inc. | 0.08% | New | 4,500 | $623K |
| Belpointe Asset Management LLC | 0.02% | Add +0.4% | 4,469 | $618K |
| HBK Sorce Advisory LLC | 0.01% | Add +13.1% | 3,907 | $607K |
| Syntegra Private Wealth Group, LLC | 0.06% | No change | 4,384 | $607K |
| 71 West Capital Partners | 0.03% | No change | 4,337 | $600K |
| Americana Partners, LLC | 0.02% | Reduce -1.3% | 4,323 | $598K |
| Modus Advisors, LLC | 0.16% | No change | 4,314 | $597K |
| Client 1ST Advisory Group, LLC | 0.18% | Reduce -7.4% | 4,264 | $590K |
| Regatta Capital Group, LLC | 0.09% | Add +0.2% | 4,239 | $587K |
| Curi Capital, LLC | 0.01% | New | 4,210 | $583K |
| Brightwater Advisory LLC | 0.39% | No change | 4,208 | $582K |
| LVW Advisors, LLC | 0.06% | Add +32.1% | 4,201 | $581K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,200 | $581K |
| Magnus Financial Group LLC | 0.05% | Add +2.4% | 4,180 | $578K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.9% | 4,132 | $572K |
| Fairway Wealth LLC | 0.15% | No change | 4,128 | $571K |
| Naples Global Advisors, LLC | 0.04% | Reduce -0.8% | 4,090 | $566K |
| Leo Wealth, LLC | 0.04% | Add +6.4% | 4,089 | $566K |
| Archford Capital Strategies, LLC | 0.06% | No change | 4,084 | $565K |
| Wealthspire Advisors, LLC | 0.00% | Add +50.8% | 4,014 | $555K |
| Rather & Kittrell, Inc. | 0.09% | Reduce -1.7% | 3,991 | $552K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -1.6% | 3,974 | $550K |
| Mutual Advisors, LLC | 0.01% | Add +0.3% | 3,904 | $540K |
| Cape Ann Savings Bank | 0.27% | No change | 3,863 | $535K |
| Credit Agricole S A | 0.00% | Add +11.3% | 3,837 | $531K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.1% | 3,481 | $528K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.8% | 3,799 | $526K |
| ONE Advisory Partners, LLC | 0.16% | No change | 3,763 | $521K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.15% | Reduce -50.0% | 3,748 | $519K |
| Stephens Inc. | 0.01% | No change | 3,744 | $518K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 3,735 | $517K |
| Financial Solutions Advisory Group, Inc. | 0.07% | — | 3,669 | $508K |
| Alexander Labrunerie & Co., Inc. | 0.19% | New | 3,665 | $507K |
| Johnson Financial Group, LLC | 0.03% | No change | 3,653 | $505K |
| Total Clarity Wealth Management, Inc. | 0.12% | No change | 3,650 | $505K |
| Orin Green Financial, LLC | 0.21% | Add +26.8% | 3,645 | $504K |
| Altfest L J & Co. Inc. | 0.05% | No change | 3,618 | $501K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 3,611 | $500K |
| Redwood Investment Management, LLC | 0.06% | Reduce -5.3% | 3,600 | $498K |
| Aureus Asset Management, LLC | 0.03% | New | 3,585 | $496K |
| Genesis Wealth Advisors, LLC | 0.33% | No change | 3,555 | $492K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,550 | $491K |
| Edgestream Partners, L.P. | 0.02% | Reduce -57.7% | 3,548 | $491K |
| UMB Bank, n.a. | 0.01% | No change | 3,518 | $487K |
| Balentine LLC | 0.02% | No change | 3,497 | $484K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.4% | 3,489 | $483K |
| AA Financial Advisors, LLC | 0.07% | Reduce -0.6% | 3,434 | $475K |
| Allworth Financial LP | 0.00% | Reduce -2.3% | 3,352 | $464K |
| IFP Advisors, Inc | 0.01% | Reduce -11.4% | 3,297 | $456K |
| High Probability Advisors, LLC | 0.06% | No change | 3,253 | $450K |
| Old Mission Capital LLC | 0.01% | Reduce -82.9% | 3,243 | $449K |
| GM Advisory Group, LLC | 0.02% | No change | 3,235 | $448K |
| FSM Wealth Advisors, LLC | 0.06% | No change | 3,234 | $447K |
| New York Life Investment Management LLC | 0.00% | Reduce -20.0% | 3,207 | $444K |
| TKG Advisors, LLC | 0.18% | Add +0.1% | 3,199 | $443K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.3% | 3,189 | $441K |
| Midwestern Financial, LLC | 0.35% | Reduce -2.7% | 3,186 | $441K |
| American Trust | 0.04% | Reduce -22.1% | 3,134 | $434K |
| Atlas Legacy Advisors, LLC | 0.08% | Add +29.2% | 3,117 | $431K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,096 | $428K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.3% | 3,089 | $427K |
| First Hawaiian Bank | 0.06% | No change | 3,083 | $427K |
| Bridgewater Advisors Inc. | 0.03% | Add +7.4% | 2,707 | $422K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.1% | 3,023 | $418K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 3,000 | $415K |
| New Republic Capital, LLC | 0.14% | Reduce -1.0% | 2,948 | $408K |
| Ruggaard & Associates LLC | 0.16% | No change | 2,903 | $402K |
| Rossmore Private Capital | 0.04% | No change | 2,900 | $401K |
| Keybank National Association | 0.00% | No change | 2,887 | $399K |
| Allen Capital Group, LLC | 0.04% | No change | 2,882 | $399K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,879 | $398K |
| First Citizens Asset Management, Inc. | 0.14% | Reduce -14.8% | 2,863 | $396K |
| M&T Bank Corp | 0.00% | Reduce -1.7% | 2,846 | $394K |
| Hoxton Planning & Management, LLC | 0.12% | Reduce -0.0% | 2,836 | $392K |
| Bearing Point Capital, LLC | 0.06% | Reduce -9.8% | 2,826 | $391K |
| Sequent Asset Management, LLC | 0.19% | Reduce -1.2% | 2,819 | $390K |
| Brand Asset Management Group, Inc. | 0.10% | No change | 2,783 | $385K |
| LWM Advisors Inc. | 0.33% | No change | 2,753 | $381K |
| Cidel Asset Management Inc. | 0.02% | Reduce -61.9% | 2,745 | $380K |
| Hamilton Wealth, LLC | 0.07% | Add +5.7% | 2,735 | $378K |
| Magnolia Private Wealth, LLC | 0.25% | Add +0.4% | 2,731 | $378K |
| Portland Global Advisors LLC | 0.04% | No change | 2,726 | $377K |
| Garde Capital, Inc. | 0.02% | No change | 2,717 | $376K |
| Great Point Wealth Advisors, LLC | 0.07% | Reduce -50.2% | 2,704 | $374K |
| Trivium Point Advisory, LLC | 0.07% | No change | 2,703 | $374K |
| Gateway Investment Advisers LLC | 0.00% | No change | 2,697 | $373K |
| Stonebridge Capital Advisors LLC | 0.03% | No change | 2,694 | $373K |
| Fulton Bank, N.A. | 0.01% | No change | 2,686 | $372K |
| SmartHarvest Portfolios, LLC | 0.15% | No change | 2,670 | $369K |
| Balboa Wealth Partners | 0.06% | Reduce -1.6% | 2,553 | $353K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -31.5% | 2,529 | $350K |
| Bridges Investment Management Inc. | 0.00% | New | 2,514 | $348K |
| Seven Post Investment Office LP | 0.11% | Add +0.2% | 2,494 | $345K |
| Essex Bank | 0.08% | No change | 2,473 | $342K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -25.7% | 2,436 | $337K |
| Provident Wealth Management, LLC | 0.10% | No change | 2,417 | $334K |
| Capasso Planning Partners LLC | 0.18% | Add +5.6% | 2,411 | $334K |
| Level Four Advisory Services, LLC | 0.01% | Add +2.0% | 2,409 | $333K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -6.7% | 2,398 | $332K |
| Lee Danner & Bass Inc. | 0.02% | No change | 2,372 | $328K |
| Highlander Partners, L.P. | 0.13% | No change | 2,360 | $327K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,349 | $325K |
| Claro Advisors Inc. | 0.04% | New | 2,346 | $325K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -1.0% | 2,328 | $322K |
| Brooklyn Investment Group | 0.01% | New | 2,316 | $320K |
| Ironwood Wealth Management, LLC. | 0.09% | Add +0.6% | 2,293 | $317K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 2,290 | $317K |
| Regal Investment Advisors LLC | 0.02% | Reduce -19.6% | 2,284 | $316K |
| Essex Financial Services, Inc. | 0.02% | No change | 2,281 | $316K |
| Headlands Technologies LLC | 0.04% | Reduce -96.0% | 2,272 | $314K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,257 | $312K |
| McNamara Financial Services, Inc. | 0.06% | Add +0.5% | 2,243 | $310K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,220 | $307K |
| Bulltick Wealth Management, LLC | 0.07% | Add +5.2% | 2,218 | $307K |
| BlackDiamond Wealth Management, LLC | 0.15% | Add +23.5% | 2,216 | $307K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.9% | 2,204 | $305K |
| Weil Company, Inc. | 0.07% | Reduce -3.1% | 2,192 | $303K |
| Wedmont Private Capital | 0.01% | Reduce -3.5% | 2,087 | $302K |
| Port Capital LLC | 0.01% | Add +8.8% | 2,175 | $301K |
| Warburton Capital Management, LLC | 0.15% | Reduce -14.3% | 2,074 | $300K |
| Greenup Street Wealth Management LLC | 0.04% | No change | 2,160 | $299K |
| Nottingham Advisors, Inc. | 0.04% | No change | 2,149 | $297K |
| Fort Point Capital Partners LLC | 0.04% | No change | 2,146 | $297K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.1% | 2,142 | $296K |
| Frederick Financial Consultants, LLC | 0.15% | Add +2.3% | 2,133 | $295K |
| Evernest Financial Advisors, LLC | 0.06% | No change | 1,948 | $293K |
| Crewe Advisors LLC | 0.02% | No change | 2,111 | $292K |
| Traveka Wealth, LLC | 0.11% | No change | 2,096 | $290K |
| Alhambra Investment Management LLC | 0.13% | No change | 2,087 | $289K |
| Windsor Advisory Group, LLC | 0.24% | No change | 2,085 | $288K |
| Bci Securities, Inc. | 2.84% | Reduce -48.4% | 2,082 | $288K |
| Inscription Capital, LLC | 0.03% | No change | 2,082 | $288K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,082 | $288K |
| Cura Wealth Advisors, LLC | 0.13% | Reduce -1.4% | 2,065 | $286K |
| Blue Chip Partners, LLC | 0.02% | Add +0.5% | 2,050 | $284K |
| Global Assets Advisory, LLC | 0.08% | No change | 2,034 | $281K |
| Rehmann Capital Advisory Group | 0.01% | No change | 2,013 | $279K |
| Lake Street Private Wealth, LLC | 0.04% | New | 2,010 | $278K |
| Elevatus Welath Management | 0.15% | No change | 2,006 | $278K |
| Gruss & Co., LLC | 0.65% | No change | 2,000 | $277K |
| Community Bank, N.A. | 0.03% | No change | 2,000 | $277K |
| Kestra Investment Management, LLC | 0.00% | No change | 1,997 | $276K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,985 | $275K |
| Defined Wealth Management, LLC | 0.16% | New | 1,959 | $271K |
| Meridian Financial Partners LLC | 0.10% | Add +34.9% | 1,913 | $268K |
| AE Wealth Management LLC | 0.00% | Add +74.4% | 1,931 | $267K |
| Maimon Wealth Management LTD. | 0.23% | Add +25.2% | 1,990 | $267K |
| Eagle Strategies LLC | 0.03% | Reduce -8.2% | 1,883 | $261K |
| Bison Wealth, LLC | 0.03% | No change | 1,662 | $259K |
| Symmetry Partners, LLC | 0.01% | No change | 1,854 | $257K |
| GR Financial Group, LLC | 0.08% | No change | 1,837 | $254K |
| Veridan Wealth LLC | 0.10% | No change | 1,819 | $252K |
| Emory University | 0.09% | No change | 1,817 | $251K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $249K |
| Fortis Capital Management LLC | 0.03% | No change | 1,794 | $248K |
| GEN Financial Management, INC. | 0.15% | No change | 1,788 | $247K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | No change | 1,775 | $246K |
| Schrum Private Wealth Management LLC | 0.19% | No change | 1,761 | $244K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +158.3% | 1,759 | $243K |
| Private Advisory Group LLC | 0.02% | No change | 1,747 | $242K |
| GSG Advisors LLC | 0.06% | No change | 1,745 | $241K |
| Palisade Asset Management, LLC | 0.02% | Reduce -0.4% | 1,742 | $241K |
| Battery Global Advisors, LLC | 0.13% | Reduce -98.4% | 1,740 | $241K |
| Saranac Partners Ltd | 0.10% | Reduce -82.8% | 2,500 | $241K |
| Rodgers & Associates, LTD | 0.02% | No change | 1,739 | $241K |
| Curated Wealth Partners LLC | 0.03% | New | 1,737 | $240K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Add +0.6% | 1,726 | $239K |
| Wesbanco Bank Inc. | 0.01% | Add +0.2% | 1,703 | $236K |
| Allie Family Office LLC | 0.10% | No change | 1,699 | $235K |
| Advance Capital Management, Inc. | 0.01% | Add +8.9% | 1,695 | $235K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -9.0% | 1,683 | $233K |
| OFS Enterprise LLC | 0.07% | — | 1,678 | $232K |
| Landaas & Co. /Wi | 0.05% | Add +18.0% | 1,674 | $232K |
| Thrive Capital Management, LLC | 0.05% | Reduce -18.2% | 1,664 | $230K |
| Magnolia Capital Management Ltd. | 0.16% | No change | 1,665 | $230K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 1,656 | $229K |
| DORVAL Corp | 0.07% | Reduce -0.1% | 1,650 | $228K |
| Gibson Capital, LLC | 0.04% | Add +0.1% | 1,645 | $228K |
| FLC Capital Advisors | 0.04% | Add +3.7% | 1,644 | $227K |
| RPg Family Wealth Advisory, LLC | 0.05% | Reduce -5.2% | 1,636 | $226K |
| Private Trust Co. NA | 0.02% | No change | 1,634 | $226K |
| SVB Wealth LLC | 0.01% | Reduce -9.6% | 1,623 | $225K |
| CGN Advisors LLC | 0.02% | No change | 1,617 | $224K |
| Apella Capital, LLC | 0.00% | No change | 1,479 | $223K |
| Saxon Interests, Inc. | 0.08% | Reduce -39.3% | 1,590 | $220K |
| SC&H Financial Advisors, Inc. | 0.03% | No change | 1,563 | $216K |
| Princeton Global Asset Management LLC | 0.04% | Add +0.3% | 1,554 | $215K |
| Heck Capital Advisors, LLC | 0.02% | New | 1,554 | $215K |
| Silicon Valley Capital Partners | 0.02% | No change | 1,554 | $215K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 1,546 | $214K |
| John W. Brooker & Co., CPAs | 0.33% | Reduce -3.7% | 1,536 | $213K |
| Twin Focus Capital Partners, LLC | 0.02% | No change | 1,535 | $212K |
| Vista Capital Partners, Inc. | 0.02% | Reduce -4.1% | 1,532 | $212K |
| TCP Asset Management, LLC | 0.03% | No change | 1,525 | $211K |
| Icon Advisers Inc. | 0.05% | No change | 1,500 | $208K |
| Mill Capital Management, LLC | 0.02% | No change | 1,500 | $208K |
| Kintra Wealth, LLC | 0.01% | No change | 1,490 | $206K |
| Cathy Pareto & Associates, Inc. | 0.14% | No change | 1,477 | $204K |
| Visionary Wealth Advisors | 0.01% | No change | 1,468 | $203K |
| Harbor Advisory Corp. | 0.06% | New | 1,463 | $202K |
| Harbour Investments, Inc. | 0.00% | Add +19.4% | 1,460 | $202K |
| Apollon Financial, LLC | 0.03% | Add +2.5% | 1,460 | $202K |
| Total Investment Management Inc. | 0.02% | No change | 1,457 | $202K |
| Two Sigma Securities, LLC | 0.02% | Reduce -87.7% | 1,455 | $201K |
| Hengehold Capital Management LLC | 0.02% | No change | 1,450 | $201K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 1,443 | $200K |
| Ssa Swiss Advisors AG | 0.09% | Reduce -14.5% | 1,439 | $199K |
| Bank of New Hampshire | 0.04% | No change | 1,339 | $185K |
| Scarborough Advisors, LLC | 0.02% | New | 1,247 | $173K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | No change | 1,172 | $162K |
| TD Waterhouse Canada Inc. | 0.00% | Add +33.6% | 1,136 | $159K |
| Solstein Capital, LLC | 0.06% | No change | 1,100 | $152K |
| Harris Associates (Oakmark Funds) | 0.00% | No change | 1,092 | $151K |
| Valley National Advisers Inc. | 0.02% | No change | 1,044 | $144K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +90.9% | 945 | $142K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 1,001 | $139K |
| Birchbrook, Inc. | 0.07% | No change | 982 | $136K |
| Manchester Capital Management LLC | 0.02% | No change | 900 | $125K |
| HighMark Wealth Management LLC | 0.05% | No change | 885 | $122K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +16740.0% | 842 | $117K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 786 | $109K |
| Bokf, NA | 0.00% | Add +23.7% | 767 | $106K |
| Entrust Financial LLC | 0.07% | No change | 746 | $103K |
| Rakuten Securities, Inc. | 0.04% | Add +44.2% | 728 | $101K |
| Spire Wealth Management | 0.00% | No change | 703 | $97K |
| JPL Wealth Management, LLC | 0.02% | New | 699 | $97K |
| TD Private Client Wealth LLC | 0.00% | Reduce -39.8% | 678 | $94K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 675 | $93K |
| MTM Investment Management, LLC | 0.03% | No change | 675 | $93K |
| Granite FO LLC | 0.05% | Reduce -50.0% | 648 | $90K |
| IMA Advisory Services, Inc. | 0.01% | No change | 601 | $83K |
| BigSur Wealth Management LLC | 0.02% | No change | 600 | $83K |
| CVA Family Office, LLC | 0.01% | No change | 594 | $82K |
| Consultiva Wealth Management, Corp. | 0.23% | No change | 565 | $78K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 526 | $73K |
| Smith & Howard Wealth Management, LLC | 0.01% | New | 500 | $69K |
| CNB Bank | 0.03% | No change | 500 | $69K |
| Rialto Wealth Management, LLC | 0.02% | No change | 500 | $69K |
| American National Bank & Trust | 0.01% | No change | 500 | $69K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -52.2% | 488 | $65K |
| Centerpoint Advisors, LLC | 0.02% | No change | 460 | $64K |
| 10Elms LLP | 0.04% | No change | 432 | $60K |
| Rossby Financial, LCC | 0.01% | Add +16.3% | 393 | $55K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 378 | $52K |
| Red Reef Advisors LLC | 0.05% | No change | 346 | $48K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 340 | $47K |
| Pacifica Partners Inc. | 0.02% | No change | 339 | $47K |
| HM Payson & Co. | 0.00% | No change | 325 | $45K |
| Ascentis Independent Advisors | 0.00% | New | 308 | $43K |
| McIlrath & Eck, LLC | 0.00% | Add +12.9% | 272 | $38K |
| Triumph Capital Management | 0.01% | Add +35.4% | 260 | $36K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 260 | $36K |
| MRP Capital Investments, LLC | 0.03% | No change | 257 | $36K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -25.5% | 242 | $33K |
| Breakwater Investment Management | 0.01% | No change | 232 | $32K |
| DB Fitzpatrick & Co, Inc | 0.03% | No change | 230 | $32K |
| Advisortrust Partners, LLC | 0.01% | New | 229 | $32K |
| Root Financial Partners, LLC | 0.00% | No change | 216 | $30K |
| Westside Investment Management, Inc. | 0.00% | No change | 205 | $28K |
| Godfrey Financial Associates, Inc. | 0.02% | Add +1.0% | 195 | $27K |
| Quent Capital, LLC | 0.00% | No change | 181 | $25K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 171 | $24K |
| Main Street Group, LTD | 0.01% | New | 170 | $24K |
| Prosperity Bancshares Inc | 0.02% | No change | 169 | $23K |
| Vanguard Advisers Inc. | 0.00% | — | 169 | $23K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 160 | $23K |
| CX Institutional | 0.00% | No change | 166 | $23K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 165 | $23K |
| Winch Advisory Services, LLC | 0.01% | No change | 164 | $23K |
| Hantz Financial Services, Inc. | 0.00% | New | 156 | $22K |
| Frazier Financial Advisors, LLC | 0.01% | New | 155 | $21K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 153 | $21K |
| Accordant Advisory Group Inc | 0.01% | New | 153 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 130 | $18K |
| CoreCap Advisors, LLC | 0.00% | Reduce -18.4% | 129 | $18K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 116 | $16K |
| Holos Integrated Wealth LLC | 0.01% | New | 112 | $16K |
| West Paces Advisors Inc. | 0.00% | No change | 111 | $15K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -87.5% | 109 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 108 | $15K |
| Acima Private Wealth, LLC | 0.00% | New | 105 | $15K |
| Monetary Management Group Inc. | 0.00% | No change | 100 | $14K |
| SJS Investment Consulting Inc. | 0.00% | No change | 95 | $13K |
| Dunhill Financial, LLC | 0.00% | Reduce -7.1% | 92 | $13K |
| Operose Advisors LLC | 0.00% | No change | 87 | $12K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -65.8% | 83 | $12K |
| Hollencrest Capital Management | 0.00% | No change | 76 | $11K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 75 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 75 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 68 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 61 | $8K |
| First Horizon Corp. | 0.00% | No change | 58 | $8K |
| International Assets Investment Management, LLC | 0.00% | New | 55 | $8K |
| Miller Capital Partners, Inc. | 0.00% | No change | 54 | $7K |
| Gould Capital, LLC | 0.00% | No change | 53 | $7K |
| Noble Wealth Management PBC | 0.00% | New | 40 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 36 | $5K |
| True Link Financial Advisors, LLC | 0.00% | New | 33 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 31 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 27 | $4K |
| American Capital Advisory, LLC | 0.00% | Reduce -26.7% | 22 | $3K |
| Clear Investment Research, LLC | 0.00% | New | 22 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 14 | $2K |
| Trust Co | 0.00% | New | 10 | $1K |
| Horizon Investments, LLC | 0.00% | New | 10 | $1K |
| Richardson Capital Management LLC | 0.00% | No change | 8 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 4 | $553 |
| Larson Financial Group LLC | 0.00% | Reduce -99.9% | 1 | $170 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $149 |
| Aventus Investment Advisors, Inc. | 0.00% | New | 1 | $138 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $138 |
| 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.