iShares MSCI Acwi ETFACWIETF
13F holders, Q2 2026 (June 30)844holders +41
77new positions
35sold out
6famous investors
$155.46avg. 13F price*
At the end of Q2 2026, 844 institutions reported holding iShares MSCI Acwi ETF (ACWI) in their 13F filings, up 41 from Q1 2026. 77 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($1.8B), BNP Paribas Financial Markets ($776.3M) and Bank of America Corp. ($350.3M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $434.2M |
| Exits | 35 | $93.9M |
All 13F filers, Q1 2026 → Q2 2026: 18,790,416 shares bought and 7,588,846 shares sold, net +11,201,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 844 holders
| Morgan Stanley | 0.09% | Add +4.4% | 11,192,473 | $1.8B |
| BNP Paribas Financial Markets | 0.41% | Add +197.2% | 4,945,603 | $776.3M |
| Bank of America Corp. | 0.02% | Add +61.2% | 2,231,651 | $350.3M |
| Harel Insurance Investments & Financial Services Ltd. | 1.62% | Add +6068.8% | 2,110,162 | $331.6M |
| Schroder Investment Management Group | 0.23% | Add +211.6% | 2,046,529 | $318.9M |
| Wells Fargo & Company | 0.05% | Reduce -7.3% | 1,908,952 | $299.6M |
| Sageworth Trust Co | 10.67% | Reduce -0.2% | 1,726,067 | $270.9M |
| Northern Trust Corp. | 0.03% | Add +3.1% | 1,596,244 | $250.6M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 57.33% | Reduce -13.9% | 1,590,032 | $249.6M |
| National Bank of Canada | 0.22% | Add +23.8% | 1,580,926 | $248.2M |
| Phoenix Financial Ltd. | 1.62% | Add +8.2% | 1,512,202 | $237.4M |
| P/E Global LLC | 14.01% | Reduce -3.8% | 1,391,035 | $218.4M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -0.1% | 1,387,365 | $217.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -25.4% | 1,383,598 | $215.6M |
| Prudential PLC | 1.42% | Add +1.3% | 1,365,357 | $214.3M |
| ICONIQ Capital, LLC | 6.13% | Add +3.1% | 1,356,798 | $213.0M |
| Granger Management LLC | 64.29% | Reduce -28.9% | 1,322,121 | $207.5M |
| Mass General Brigham, Inc | 54.76% | Reduce -41.5% | 1,259,657 | $197.7M |
| UBS Group AG | 0.03% | Add +2.5% | 1,178,489 | $185.0M |
| Sequoia Financial Advisors, LLC | 0.90% | Reduce -4.3% | 1,146,645 | $180.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +27.6% | 1,127,700 | $177.0M |
| Allianz Asset Management GmbH | 0.16% | Add +4.2% | 1,089,050 | $170.9M |
| Bogart Wealth, LLC | 5.65% | Add +1.7% | 1,049,707 | $164.8M |
| Common Fund for Nonprofit Organizations | 14.97% | Add +17.4% | 1,038,012 | $162.9M |
| Dimension Capital Management LLC | 18.61% | Add +20.2% | 1,010,593 | $158.6M |
| Bank of Montreal | 0.06% | Add +13.3% | 958,002 | $150.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.63% | Reduce -2.7% | 896,500 | $140.7M |
| HF Capital, LLC | 45.94% | Reduce -3.8% | 868,367 | $136.3M |
| Parkwood LLC | 9.44% | Add +363.1% | 839,961 | $131.8M |
| MAI Capital Management | 0.48% | Add +3941.5% | 806,928 | $126.7M |
| Capital Advisors Inc. | 1.84% | Add +0.7% | 798,281 | $125.3M |
| Ieq Capital, LLC | 0.58% | Add +3.2% | 795,286 | $124.8M |
| Brown Advisory Inc. | 0.19% | Add +14.3% | 791,591 | $124.2M |
| Pathstone Holdings, LLC | 0.34% | Add +131.2% | 733,357 | $115.1M |
| Corient Private Wealth LP | 0.15% | Reduce -13.3% | 687,632 | $107.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.66% | Reduce -1.0% | 672,938 | $105.4M |
| HSBC Holdings PLC | 0.05% | Add +4.2% | 658,288 | $103.3M |
| Copos Capital B.V. | 13.90% | — | 654,673 | $102.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.20% | Add +0.4% | 653,715 | $102.6M |
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 626,460 | $98.3M |
| Alliancebernstein L.P. | 0.03% | Add +14.6% | 709,499 | $98.2M |
| Two Creeks Capital Management, LP | 65.62% | New | 583,355 | $91.6M |
| Verger Capital Management LLC | 25.81% | Reduce -7.1% | 561,194 | $88.1M |
| Lowe Brockenbrough & Co. Inc. | 3.79% | Reduce -15.4% | 542,352 | $85.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.98% | Reduce -13.3% | 531,034 | $83.3M |
| Federation des caisses Desjardins du Quebec | 0.25% | Add +14.6% | 525,899 | $82.6M |
| CANADA LIFE ASSURANCE Co | 0.13% | New | 516,463 | $81.0M |
| Allianz SE | 0.85% | Add +1.3% | 515,415 | $80.9M |
| Bank of Nova Scotia | 0.12% | Add +42.4% | 508,414 | $79.8M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +160.9% | 505,073 | $79.3M |
| Bessemer Group Inc. | 0.11% | Reduce -3.6% | 495,698 | $77.8M |
| Bernicke Wealth Management, Ltd. | 8.83% | Add +1.5% | 484,549 | $76.1M |
| Royal Bank of Canada | 0.01% | Reduce -0.1% | 463,373 | $72.7M |
| Brown Brothers Harriman & Co. | 0.32% | Add +19405.1% | 458,174 | $71.9M |
| WCM Investment Management, LLC | 0.12% | Add +522.8% | 438,825 | $68.4M |
| Assetmark, Inc. | 0.12% | Reduce -0.3% | 432,682 | $67.9M |
| Nearwater Capital Markets, Ltd | 1.17% | Reduce -32.7% | 431,900 | $67.8M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.8% | 426,988 | $67.0M |
| Capital International Investors | 0.01% | Reduce -25.6% | 427,267 | $66.6M |
| Blue Trust, Inc. | 0.69% | Reduce -2.7% | 421,761 | $66.2M |
| Cresset Asset Management, LLC | 0.23% | Add +27.5% | 409,574 | $64.3M |
| Three Bridge Wealth Advisors, LLC | 16.04% | Reduce -0.7% | 407,963 | $64.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +69.0% | 401,408 | $63.0M |
| LPL Financial LLC | 0.01% | Add +7.4% | 395,481 | $62.1M |
| Birnam Oak Advisors, LP | 9.88% | Add +39.1% | 385,076 | $60.4M |
| Naviter Wealth, LLC | 5.49% | Add +114.6% | 384,843 | $60.4M |
| Gotham Asset Management | 0.13% | Add +5.1% | 348,931 | $54.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.4% | 348,390 | $54.7M |
| Ameriprise Financial Inc. | 0.01% | Add +133.0% | 344,784 | $54.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.7% | 339,503 | $53.3M |
| Focus Partners Wealth | 0.05% | Add +14.3% | 335,317 | $52.6M |
| Banco Santander, S.A. | 0.32% | Reduce -2.9% | 331,161 | $52.0M |
| Acadian Asset Management LLC | 0.06% | New | 328,087 | $51.5M |
| 1832 Asset Management L.P. | 0.06% | No change | 296,238 | $46.5M |
| Brandywine Managers, LLC | 22.80% | No change | 293,679 | $46.1M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +0.1% | 277,961 | $43.8M |
| Drake & Associates, LLC | 7.31% | Add +7.9% | 276,605 | $43.4M |
| Cerity Partners LLC | 0.05% | Add +5.4% | 276,375 | $43.4M |
| Horizon Wealth Management, LLC | 5.47% | New | 273,345 | $42.9M |
| Citigroup Inc. | 0.02% | Reduce -28.6% | 271,674 | $42.6M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 8.21% | — | 270,635 | $42.5M |
| Truist Financial Corp. | 0.05% | Add +4.3% | 257,143 | $40.4M |
| Beacon Investment Advisory Services, Inc. | 1.50% | Add +34.9% | 257,110 | $40.4M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.0% | 247,122 | $38.8M |
| Jasper Ridge Partners, L.P. | 0.82% | Reduce -59.1% | 246,089 | $38.6M |
| Partners Capital Investment Group, LLP | 1.34% | Add +8.4% | 241,678 | $37.9M |
| Pathway Financial Advisors LLC | 4.39% | Reduce -0.5% | 241,105 | $37.6M |
| Neuberger Berman Group LLC | 0.02% | Reduce -1.3% | 233,539 | $36.7M |
| Erste Asset Management GmbH | 0.27% | No change | 253,157 | $35.1M |
| Purpose Unlimited Inc. | 1.35% | No change | 222,800 | $35.0M |
| Cambridge Associates LLC /Ma/ | 0.50% | Reduce -19.1% | 222,227 | $34.9M |
| Lido Advisors, LLC | 0.12% | Reduce -0.8% | 217,934 | $34.2M |
| Ayalon Insurance Comp Ltd. | 4.19% | Reduce -31.3% | 217,648 | $34.2M |
| Capitolis Liquid Global Markets LLC | 0.14% | No change | 211,200 | $33.2M |
| Pinnacle Financial Partners, Inc. | 0.22% | Add +3576.3% | 203,486 | $31.9M |
| Bank Hapoalim BM | 2.16% | No change | 200,000 | $31.4M |
| Circle Wealth Management, LLC | 0.39% | Add +0.3% | 199,733 | $31.4M |
| Waldron Private Wealth LLC | 1.08% | Reduce -0.1% | 199,242 | $31.3M |
| Sentinel Trust Co. Lba | 2.72% | Reduce -10.2% | 195,752 | $30.7M |
| Oxford Financial Group, LTD. LLC | 1.55% | Reduce -2.1% | 195,063 | $30.6M |
| Privium Fund Management (UK) Ltd | 12.54% | Add +14.3% | 193,570 | $30.2M |
| Avestar Capital, LLC | 1.77% | Add +7.6% | 190,128 | $29.8M |
| Liberty Mutual Group Asset Management Inc. | 2.58% | New | 188,000 | $29.5M |
| Allen Investment Management, LLC | 0.34% | Add +10.3% | 183,243 | $28.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +148.3% | 182,797 | $28.7M |
| Johns Hopkins University | 1.90% | No change | 181,055 | $28.4M |
| Osaic Holdings, Inc. | 0.03% | Add +5.6% | 178,713 | $28.1M |
| Clearstead Advisors, LLC | 0.25% | Reduce -9.7% | 168,965 | $26.5M |
| Jefferies Financial Group Inc. | 0.25% | Add +65.4% | 168,819 | $26.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +47.8% | 164,241 | $25.8M |
| Meitav Investment House Ltd. | 0.17% | New | 163,021 | $25.6M |
| Quantinno Capital Management LP | 0.03% | Reduce -1.6% | 162,129 | $25.4M |
| Bricktown Capital, LLC | 4.60% | Add +0.9% | 162,068 | $25.4M |
| Sepio Capital, LP | 1.24% | Add +15.6% | 156,594 | $24.6M |
| Equitable Trust Co. | 0.98% | Reduce -3.6% | 149,233 | $23.4M |
| BIP Wealth, LLC | 0.66% | Add +27.7% | 148,329 | $23.3M |
| Hackensack Meridian Health, Inc. | 1.57% | Add +74.1% | 148,000 | $23.2M |
| Centaurus Financial, Inc. | 0.85% | Add +0.1% | 138,615 | $21.8M |
| Union Bancaire Privee, UBP SA | 0.23% | Add +272.2% | 132,531 | $21.2M |
| Topor & Co. Korea | 16.07% | Reduce -1.6% | 129,879 | $20.4M |
| Gryphon Financial Partners LLC | 1.73% | Add +2.0% | 122,690 | $19.3M |
| Lazard Asset Management LLC | 0.03% | Add +575.8% | 121,303 | $19.0M |
| Ashford Advisors, LLC | 3.92% | Add +0.1% | 120,933 | $19.0M |
| Polen Capital Management LLC | 0.16% | Reduce -60.7% | 120,540 | $18.9M |
| Brandes Investment Partners, LP | 0.13% | New | 120,150 | $18.9M |
| Portus Wealth Advisors, LLC | 15.50% | Add +2.1% | 119,979 | $18.8M |
| Captrust Financial Advisors | 0.03% | Reduce -7.0% | 114,622 | $18.0M |
| Channel Wealth LLC | 4.03% | Add +76.6% | 114,486 | $18.0M |
| Cetera Investment Advisers | 0.02% | Add +2.4% | 113,866 | $17.9M |
| BBR Partners, LLC | 0.83% | Add +77.2% | 112,271 | $17.6M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -3.9% | 109,420 | $17.2M |
| Pinebridge Investments LLC | 0.14% | Reduce -7.5% | 108,843 | $17.1M |
| IFC Advisors LLC | 2.08% | Add +0.1% | 104,361 | $16.4M |
| Plan Group Financial, LLC | 3.33% | Add +5.0% | 102,342 | $16.1M |
| Wilkinson Global Asset Management LLC | 1.20% | New | 96,241 | $15.1M |
| AlTi Global, Inc. | 0.31% | Add +4.5% | 94,622 | $14.9M |
| SVB Wealth LLC | 0.92% | Add +5624.9% | 92,915 | $14.6M |
| Wind River Trust Co | 4.91% | Reduce -1.7% | 92,604 | $14.5M |
| Fifth Third Bancorp | 0.02% | Reduce -11.3% | 89,993 | $14.1M |
| Centennial Bank | 4.51% | Add +2.4% | 89,315 | $14.0M |
| Dorsey & Whitney Trust CO LLC | 0.67% | Reduce 0.0% | 87,728 | $13.8M |
| North Berkeley Wealth Management, LLC | 5.48% | Add +0.3% | 86,342 | $13.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +10.3% | 86,229 | $13.5M |
| AQR Capital Management | 0.00% | Add +45.5% | 85,891 | $13.5M |
| Amplius Wealth Advisors, LLC | 0.99% | Reduce -0.8% | 85,773 | $13.5M |
| HB Wealth Management, LLC | 0.08% | Reduce -0.3% | 85,456 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +11.7% | 84,542 | $13.3M |
| NYL Investors LLC | 5.06% | Add +4.0% | 84,156 | $13.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -62.2% | 83,902 | $13.2M |
| SG Americas Securities, LLC | 0.01% | Add +0.1% | 83,702 | $13.1M |
| Annis Gardner Whiting Capital Advisors, LLC | 1.96% | No change | 83,076 | $13.0M |
| Catalyst Financial Partners LLC | 1.28% | Add +23.3% | 82,074 | $12.9M |
| DT Investment Partners, LLC | 0.96% | Reduce -1.1% | 81,723 | $12.8M |
| Waverly Advisors, LLC | 0.07% | Reduce -6.0% | 79,893 | $12.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.09% | Add +32.6% | 78,864 | $12.4M |
| Unique Wealth, LLC | 1.43% | Reduce -20.3% | 78,139 | $12.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.9% | 73,489 | $11.5M |
| Mariner, LLC | 0.01% | Reduce -4.2% | 73,481 | $11.5M |
| Harding Loevner LP | 0.11% | Reduce -25.5% | 71,188 | $11.2M |
| FMR LLC | 0.00% | Add +5.8% | 69,100 | $10.8M |
| WHI TRUST Co LLC | 6.95% | Add +446.0% | 68,537 | $10.8M |
| EFG International AG | 0.20% | Reduce -3.9% | 67,848 | $10.7M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.40% | Add +3.7% | 67,564 | $10.6M |
| Private Advisor Group, LLC | 0.05% | Reduce -14.2% | 66,354 | $10.4M |
| Cooper Investors PTY Ltd. | 4.78% | Reduce -20.5% | 66,345 | $10.4M |
| Able Wealth Management LLC | 2.38% | Add +1.5% | 66,065 | $10.4M |
| NewEdge Advisors, LLC | 0.03% | Add +287.0% | 65,879 | $10.3M |
| Jane Street Group, LLC | 0.01% | New | 63,328 | $9.9M |
| OneAscent Financial Services LLC | 0.47% | Add +27.2% | 62,954 | $9.9M |
| Mgo One Seven LLC | 0.16% | Add +3.6% | 62,722 | $9.8M |
| Citadel Advisors | 0.01% | Reduce -12.4% | 62,080 | $9.7M |
| Brandywine Trust Co. | 1.56% | No change | 61,715 | $9.7M |
| Mullaney, Keating & Wright, Inc. | 4.68% | Add +0.1% | 61,659 | $9.7M |
| Creative Planning | 0.01% | Add +30.7% | 60,315 | $9.5M |
| TD Capital Management LLC | 0.77% | Add +0.4% | 60,154 | $9.4M |
| Glenmede Trust Co. NA | 0.04% | Reduce -2.0% | 59,653 | $9.4M |
| Parallel Advisors, LLC | 0.14% | Add +1.4% | 59,136 | $9.3M |
| Financial Enhancement Group LLC | 1.11% | Add +0.9% | 59,113 | $9.3M |
| Larch Capital Partners LLC | 1.31% | Add +0.3% | 58,306 | $9.2M |
| Altrafin AG | 3.54% | No change | 57,500 | $9.0M |
| SBI Securities Co., Ltd. | 0.20% | Reduce -1.0% | 56,500 | $8.9M |
| Hilltop Partners LLC | 2.14% | New | 56,256 | $8.8M |
| Cahaba Wealth Management, Inc. | 0.52% | Reduce -1.5% | 55,328 | $8.7M |
| Permanent Capital Management, LP | 1.15% | No change | 54,862 | $8.6M |
| Y.D. More Investments Ltd | 0.26% | Add +25.8% | 53,768 | $8.4M |
| Rothschild Capital Partners, LLC | 1.76% | No change | 51,937 | $8.2M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +3.5% | 50,082 | $7.9M |
| Leavell Investment Management, Inc. | 0.28% | Reduce -2.2% | 49,150 | $7.7M |
| Atria Investments, Inc | 0.08% | Add +14.6% | 48,858 | $7.7M |
| Sava Infond d.o.o. | 0.53% | Reduce -5.4% | 47,450 | $7.4M |
| Capital World Investors | 0.00% | Reduce -35.8% | 47,491 | $7.4M |
| LexAurum Advisors, LLC | 0.86% | Add +1.5% | 47,106 | $7.4M |
| Wellington Management Group LLP | 0.00% | Reduce -71.6% | 46,527 | $7.3M |
| Keel Point, LLC | 0.43% | Add +25.9% | 46,033 | $7.2M |
| Verum Partners LLC | 1.07% | Reduce -3.7% | 45,092 | $7.1M |
| FFT Wealth Management LLC | 1.09% | Add +4.8% | 44,314 | $7.0M |
| Frank, Rimerman Advisors LLC | 0.39% | No change | 44,053 | $6.9M |
| Ausdal Financial Partners, Inc. | 0.27% | Reduce -1.2% | 43,972 | $6.9M |
| VPR Management LLC | 2.75% | No change | 43,700 | $6.9M |
| Wescott Financial Advisory Group, LLC | 0.53% | Reduce -6.4% | 43,621 | $6.8M |
| Ameritas Advisory Services, LLC | 0.14% | Add +228.7% | 42,807 | $6.7M |
| Pinnacle Associates Ltd. | 0.07% | Add +9.3% | 42,781 | $6.7M |
| Peak Financial Management, Inc. | 1.52% | Reduce -0.1% | 42,275 | $6.6M |
| Advisory Services Network, LLC | 0.08% | Add +10.1% | 41,954 | $6.6M |
| Moneda S.A. Administradora General de Fondos | 5.40% | New | 41,923 | $6.6M |
| OV Management LLC | 12.20% | New | 41,611 | $6.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.39% | Add +9.5% | 41,605 | $6.5M |
| Lee Financial Co | 0.83% | Add +1.1% | 41,299 | $6.5M |
| Zurich Insurance Group Ltd | 0.04% | Reduce -1.4% | 41,074 | $6.4M |
| Atwater Malick LLC | 1.36% | Reduce -1.2% | 39,737 | $6.2M |
| Diversified Trust Co. | 0.10% | Add +11.4% | 39,463 | $6.2M |
| Ballentine Partners, LLC | 0.08% | No change | 39,425 | $6.2M |
| Bluespring Wealth Management, LLC | 0.12% | Add +44.6% | 39,265 | $6.2M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.21% | Reduce -8.6% | 38,812 | $6.1M |
| Keybank National Association | 0.02% | Add +1212.8% | 37,900 | $5.9M |
| Onyx Bridge Wealth Group LLC | 0.54% | New | 37,882 | $5.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -9.9% | 37,715 | $5.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -5.9% | 37,310 | $5.9M |
| Procyon Advisors, LLC | 0.25% | Add +0.0% | 36,887 | $5.8M |
| SCS Capital Management LLC | 0.05% | Add +0.1% | 36,858 | $5.8M |
| AlphaCore Capital LLC | 0.11% | Add +0.3% | 36,380 | $5.7M |
| Empowered Funds, LLC | 0.03% | Add +2.2% | 36,380 | $5.7M |
| Advisor OS, LLC | 0.38% | Reduce -2.8% | 35,992 | $5.6M |
| Retirement Income Solutions, Inc. | 0.97% | No change | 40,588 | $5.6M |
| Jennison Associates LLC | 0.00% | Reduce -80.7% | 35,423 | $5.6M |
| Sand Hill Global Advisors, LLC | 0.17% | Reduce -16.4% | 35,154 | $5.5M |
| Financial Council, LLC | 1.77% | Reduce -0.2% | 34,691 | $5.4M |
| Equitable Holdings, Inc. | 0.03% | Add +38.3% | 32,922 | $5.2M |
| Intergy Private Wealth, LLC | 1.19% | Add +0.0% | 32,910 | $5.2M |
| Capital Group Private Client Services, Inc. | 0.07% | Add +91.1% | 32,773 | $5.1M |
| Pennington Partners & Co., LLC | 1.64% | Reduce -0.1% | 32,677 | $5.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +0.0% | 32,261 | $5.1M |
| Callan Family Office, LLC | 0.10% | Add +0.1% | 32,232 | $5.1M |
| Madrona Financial Services, LLC | 0.93% | Reduce 0.0% | 32,217 | $5.1M |
| Barclays PLC | 0.00% | Add +4.2% | 32,183 | $5.1M |
| MayTech Global Investments, LLC | 0.56% | Reduce -23.9% | 32,029 | $5.0M |
| Sageworth Trust Co of South Dakota | 3.01% | No change | 31,062 | $4.9M |
| BSW Wealth Partners | 0.54% | Reduce -0.2% | 30,930 | $4.9M |
| Well Done, LLC | 0.65% | Reduce -2.6% | 30,898 | $4.9M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +121.2% | 30,431 | $4.8M |
| Beirne Wealth Consulting Services, LLC | 0.95% | Add +0.1% | 30,420 | $4.8M |
| Franklin Resources Inc. | 0.00% | Add +11.6% | 30,335 | $4.8M |
| National Philanthropic Trust | 0.07% | No change | 30,329 | $4.8M |
| USAdvisors Wealth Management, LLC | 1.34% | Reduce -4.7% | 29,763 | $4.7M |
| HighPoint Advisor Group LLC | 0.16% | Reduce -16.6% | 29,459 | $4.6M |
| Insigneo Advisory Services, LLC | 0.17% | Add +7.3% | 28,780 | $4.5M |
| SteelPeak Wealth, LLC | 0.12% | Reduce -40.9% | 28,716 | $4.5M |
| Golden State Wealth Management, LLC | 0.41% | Reduce -11.0% | 28,399 | $4.5M |
| Calton & Associates, Inc. | 0.65% | Reduce -2.4% | 28,178 | $4.4M |
| Rathbones Group PLC | 0.02% | Reduce -1.5% | 27,165 | $4.3M |
| Wealthfront Advisers LLC | 0.01% | Add +7.3% | 27,120 | $4.3M |
| LGT Group Foundation | 0.05% | New | 27,100 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -38.6% | 26,811 | $4.2M |
| Signaturefd, LLC | 0.06% | No change | 26,718 | $4.2M |
| Quadrant Capital Group LLC | 0.11% | Add +4.6% | 26,624 | $4.2M |
| Rik Saylor Financial, Inc. | 2.72% | Reduce -3.5% | 26,144 | $4.1M |
| Trilogy Capital Inc. | 0.16% | New | 25,974 | $4.1M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Reduce -1.5% | 25,751 | $4.0M |
| MainStreet Investment Advisors LLC | 0.55% | Reduce -1.5% | 25,719 | $4.0M |
| Summit Financial, LLC | 0.04% | Add +11.8% | 25,501 | $4.0M |
| PAX Financial Group, LLC | 0.59% | Reduce -4.2% | 25,383 | $4.0M |
| CKW Financial Group | 0.39% | Add +0.9% | 25,302 | $4.0M |
| Freestone Capital Holdings, LLC | 0.10% | Reduce -23.3% | 25,060 | $3.9M |
| Catalyst Private Wealth, LLC | 1.89% | Reduce -0.5% | 24,912 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.2% | 24,671 | $3.9M |
| Arcus Capital Partners, LLC | 1.60% | Add +79.9% | 24,596 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +4.5% | 24,548 | $3.9M |
| Barings LLC | 0.07% | Reduce -29.5% | 24,240 | $3.8M |
| BlueStem Wealth Partners, LLC | 0.37% | New | 23,934 | $3.8M |
| Arax Advisory Partners | 0.02% | Add +177.7% | 23,759 | $3.7M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +1.1% | 23,547 | $3.7M |
| Arkos Global Advisors | 0.44% | Reduce -0.7% | 23,464 | $3.7M |
| RDA Financial Network | 0.80% | Add +2.4% | 23,219 | $3.6M |
| Waddell & Associates, LLC | 0.18% | Reduce -8.7% | 23,047 | $3.6M |
| PFW Advisors LLC | 1.04% | Reduce -1.4% | 22,652 | $3.6M |
| Independent Wealth Network Inc. | 0.91% | Add +3.6% | 22,638 | $3.6M |
| Voya Investment Management LLC | 0.00% | Reduce -26.6% | 22,596 | $3.5M |
| Rothschild Wealth LLC | 0.28% | No change | 22,485 | $3.5M |
| Brighton Jones LLC | 0.07% | Reduce -1.4% | 22,362 | $3.5M |
| Aries Wealth Management | 0.69% | Add +1.0% | 22,305 | $3.5M |
| Strategic Financial Partners, Ltd. | 1.32% | Add +267.3% | 22,287 | $3.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 22,029 | $3.5M |
| Prudential Financial Inc. | 0.00% | New | 21,300 | $3.3M |
| Klaas Financial Asset Advisors, LLC | 0.40% | Reduce -3.6% | 20,395 | $3.2M |
| Selby Wealth Management, LLC | 1.09% | Reduce -4.8% | 19,510 | $3.1M |
| Prospera Financial Services Inc | 0.04% | Add +4.7% | 19,262 | $3.0M |
| Sellwood Investment Partners LLC | 1.06% | Add +5.1% | 19,160 | $3.0M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Reduce -28.4% | 19,088 | $3.0M |
| Vontobel Holding Ltd. | 0.01% | Add +153.1% | 18,825 | $3.0M |
| Lee Johnson Capital Management, LLC | 0.90% | Add +24.9% | 18,424 | $2.9M |
| Belpointe Asset Management LLC | 0.09% | Add +309.9% | 18,319 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -9.6% | 18,189 | $2.9M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -2.2% | 18,153 | $2.8M |
| Shepherd Kaplan Krochuk, LLC | 2.26% | Reduce -33.2% | 18,122 | $2.8M |
| Hirtle & Co., LLC | 0.10% | Reduce -52.5% | 17,970 | $2.8M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +1.3% | 17,878 | $2.8M |
| Savant Capital, LLC | 0.01% | Add +4.0% | 17,555 | $2.8M |
| West Bancorporation Inc. | 1.18% | Reduce -2.0% | 17,531 | $2.8M |
| Veltria Advisors Corp. | 8.40% | Add +1.9% | 17,421 | $2.7M |
| Aspiriant, LLC | 0.07% | No change | 17,243 | $2.7M |
| Composition Wealth, LLC | 0.03% | Add +72.3% | 17,162 | $2.7M |
| Hopwood Nicholas Hunter | 0.73% | Add +0.3% | 17,048 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.1% | 17,042 | $2.7M |
| Fund Evaluation Group, LLC | 0.07% | Reduce -2.3% | 16,987 | $2.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -88.0% | 16,807 | $2.6M |
| Sapient Capital LLC | 0.03% | No change | 16,704 | $2.6M |
| Cibc World Market Inc. | 0.00% | Reduce -96.9% | 16,529 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +1.9% | 16,329 | $2.6M |
| Oak Family Advisors, LLC | 0.74% | Reduce -5.7% | 16,300 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.6% | 16,296 | $2.6M |
| Strategic Family Wealth Counselors, L.L.C. | 0.59% | Add +0.7% | 16,215 | $2.5M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Add +11.7% | 16,200 | $2.5M |
| G&S Capital LLC | 0.72% | Add +9.2% | 15,796 | $2.5M |
| Summit Trail Advisors, LLC | 0.03% | Add +3.2% | 15,568 | $2.4M |
| Roth Financial Partners LLC | 0.72% | Reduce -0.1% | 15,517 | $2.4M |
| Midwest Heritage Bank, FSB | 0.69% | No change | 15,486 | $2.4M |
| Strategic Blueprint, LLC | 0.12% | Reduce -0.1% | 14,792 | $2.3M |
| Chilton Investment Co. Inc. | 0.06% | No change | 14,674 | $2.3M |
| Pictet North America Advisors SA | 0.20% | Reduce -2.0% | 14,305 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.8% | 14,296 | $2.2M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -6.3% | 14,087 | $2.2M |
| Greystone Financial Group, LLC | 0.61% | Add +1.1% | 13,996 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 13,876 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +0.8% | 13,717 | $2.2M |
| Pure Financial Advisors, LLC | 0.03% | Add +7.5% | 13,654 | $2.1M |
| Angeles Investment Advisors, LLC | 0.13% | Reduce -1.8% | 13,536 | $2.1M |
| Choate Investment Advisors | 0.04% | Add +0.6% | 13,512 | $2.1M |
| GQG Partners LLC | 0.00% | Reduce -48.9% | 13,470 | $2.1M |
| Choreo, LLC | 0.02% | Reduce -2.7% | 13,075 | $2.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Add +0.4% | 13,057 | $2.0M |
| Haverford Trust Co | 0.02% | No change | 13,052 | $2.0M |
| RiverTree Advisors, LLC | 1.21% | Add +136.9% | 13,045 | $2.0M |
| Empirical Finance, LLC | 0.09% | No change | 13,031 | $2.0M |
| Lynx Investment Advisory | 0.67% | New | 12,983 | $2.0M |
| Valeo Financial Advisors, LLC | 0.04% | Add +2.9% | 12,849 | $2.0M |
| Old National Bancorp | 0.04% | Reduce -11.6% | 12,794 | $2.0M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -98.2% | 12,767 | $2.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.59% | Reduce -8.6% | 12,609 | $2.0M |
| AMG National Trust Bank | 0.04% | Reduce -5.8% | 12,543 | $2.0M |
| Astoria Strategic Wealth, Inc. | 0.45% | Reduce -0.0% | 12,422 | $1.9M |
| Sharkey, Howes & Javer | 0.24% | Reduce -5.7% | 12,407 | $1.9M |
| Tidal Investments LLC | 0.00% | Reduce -22.1% | 12,390 | $1.9M |
| Capital Research Global Investors | 0.00% | Reduce -13.5% | 12,477 | $1.9M |
| SYM FINANCIAL Corp | 0.16% | Reduce -2.7% | 12,384 | $1.9M |
| Lifelong Wealth Advisors, Inc. | 0.46% | No change | 12,332 | $1.9M |
| Maseco LLP | 0.05% | Add +0.2% | 12,330 | $1.9M |
| Austin Wealth Management, LLC | 0.41% | Reduce -2.3% | 12,457 | $1.9M |
| Caprock Group, LLC | 0.04% | Add +46.4% | 12,285 | $1.9M |
| Arlington Trust Co LLC | 0.16% | Reduce -2.0% | 12,250 | $1.9M |
| J. Derek Lewis & Associates Inc. | 0.35% | Add +28.4% | 11,938 | $1.9M |
| KCM Investment Advisors LLC | 0.06% | No change | 11,895 | $1.9M |
| TFO Wealth Partners, LLC | 0.20% | Add +0.6% | 11,793 | $1.9M |
| World Investment Advisors | 0.03% | No change | 13,369 | $1.8M |
| Great Waters Wealth Management | 0.17% | Reduce -2.9% | 11,623 | $1.8M |
| Sierra Capital LLC | 0.18% | Add +39.5% | 11,583 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -2.3% | 11,563 | $1.8M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.09% | No change | 11,545 | $1.8M |
| Clear Creek Financial Management, LLC | 0.11% | New | 11,255 | $1.8M |
| Fiduciary Trust Co | 0.02% | Add +14.0% | 11,059 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.11% | No change | 10,944 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -6.0% | 10,863 | $1.7M |
| Elmwood Wealth Management, Inc. | 0.42% | Reduce -1.8% | 10,751 | $1.7M |
| Bucket List Wealth Management, LLC | 0.83% | Reduce -0.7% | 10,726 | $1.7M |
| Cherrydale Wealth Management, LLC | 0.44% | Add +0.6% | 10,717 | $1.7M |
| Berkshire Asset Management LLC | 0.07% | No change | 10,556 | $1.7M |
| Saranac Partners Ltd | 0.53% | Add +320.0% | 10,500 | $1.6M |
| Mirabaud & Cie SA | 0.66% | New | 10,470 | $1.6M |
| Aureus Asset Management, LLC | 0.10% | Add +191.8% | 10,463 | $1.6M |
| OneDigital Investment Advisors LLC | 0.01% | Add +260.5% | 10,379 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Reduce -19.6% | 10,094 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.34% | Reduce -0.3% | 10,070 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.5% | 10,043 | $1.6M |
| McHugh Group, LLC | 0.81% | No change | 10,000 | $1.6M |
| JMG Financial Group, Ltd. | 0.04% | No change | 10,000 | $1.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 10,000 | $1.6M |
| Global Retirement Partners, LLC | 0.02% | — | 9,900 | $1.6M |
| WestEnd Advisors, LLC | 0.03% | Reduce -85.8% | 9,745 | $1.5M |
| First National Bank of Omaha | 0.04% | Reduce -4.8% | 9,800 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.0% | 9,608 | $1.5M |
| Montecito Bank & Trust | 0.22% | Add +2.8% | 9,567 | $1.5M |
| Scotia Capital Inc. | 0.01% | Add +0.2% | 9,541 | $1.5M |
| Wellspring Financial Advisors, LLC | 0.10% | No change | 9,501 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | No change | 9,463 | $1.5M |
| Headlands Technologies LLC | 0.16% | Add +315.7% | 9,445 | $1.5M |
| GenTrust, LLC | 0.05% | Reduce -2.9% | 9,101 | $1.4M |
| Uniting Wealth Partners, LLC | 0.29% | Reduce -5.3% | 8,947 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +139.2% | 8,935 | $1.4M |
| Simon Quick Advisors, LLC | 0.06% | Add +0.1% | 8,892 | $1.4M |
| NavPoint Financial, Inc. | 0.51% | Add +0.7% | 8,850 | $1.4M |
| Northside Capital Management, LLC | 0.11% | No change | 8,775 | $1.4M |
| Saxony Capital Management, LLC | 0.63% | Reduce -2.5% | 8,754 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -14.7% | 8,753 | $1.4M |
| Kestra Advisory Services, LLC | 0.00% | Add +47.1% | 8,740 | $1.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 8,728 | $1.4M |
| Advisors Capital Management, LLC | 0.01% | Reduce -5.5% | 8,679 | $1.4M |
| Vann Equity Management LLC | 0.82% | Reduce -17.8% | 8,651 | $1.4M |
| Sigma Planning Corp | 0.03% | Reduce -0.9% | 8,623 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +8.0% | 8,671 | $1.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.48% | Add +28.3% | 8,421 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.6% | 8,338 | $1.3M |
| Becker Capital Management Inc. | 0.04% | No change | 8,300 | $1.3M |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -15.1% | 8,248 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +105.1% | 8,231 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Reduce -0.3% | 8,222 | $1.3M |
| Sonoma Private Wealth LLC | 1.36% | Reduce -2.2% | 8,080 | $1.3M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.66% | No change | 8,000 | $1.3M |
| K.J. Harrison & Partners Inc | 0.18% | Add +28.2% | 7,950 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Add +4.6% | 7,823 | $1.2M |
| Sage Mountain Advisors LLC | 0.08% | No change | 7,820 | $1.2M |
| Avior Wealth Management, LLC | 0.03% | New | 7,754 | $1.2M |
| NTV Asset Management LLC | 0.12% | Add +0.0% | 7,751 | $1.2M |
| Causeway Capital Management LLC | 0.01% | Reduce -50.1% | 7,691 | $1.2M |
| Stonebrook Private Inc. | 0.22% | Reduce -7.3% | 7,626 | $1.2M |
| KBC Group NV | 0.00% | Reduce -0.2% | 7,602 | $1.2M |
| Highland Investment Advisors LLC | 0.52% | — | 7,541 | $1.2M |
| Modern Wealth Management, LLC | 0.01% | Add +6.8% | 7,520 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -7.5% | 7,431 | $1.2M |
| Patten Group, Inc. | 0.18% | Reduce -7.0% | 7,391 | $1.2M |
| Activest Wealth Management | 0.22% | Reduce -36.1% | 7,355 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.03% | No change | 7,300 | $1.1M |
| Winthrop Advisory Group LLC | 0.08% | Add +0.1% | 7,254 | $1.1M |
| XP Advisory US, Inc. | 0.62% | — | 7,155 | $1.1M |
| YHB Investment Advisors, Inc. | 0.07% | Reduce -5.6% | 7,120 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +3.0% | 7,076 | $1.1M |
| Whittier Trust Co. | 0.01% | Reduce -2.5% | 6,982 | $1.1M |
| Columbus Macro, LLC | 0.11% | Reduce -2.8% | 7,026 | $1.1M |
| Logan Stone Capital, LLC | 0.23% | No change | 6,939 | $1.1M |
| &partners | 0.00% | Add +0.1% | 6,920 | $1.1M |
| Cassia Capital Partners, LLC | 0.53% | Add +7.1% | 6,902 | $1.1M |
| St Germain D J Co. Inc. | 0.04% | No change | 6,895 | $1.1M |
| Longview Financial Advisors LLC | 0.53% | Reduce -4.4% | 6,847 | $1.1M |
| Sheets Smith Wealth Management | 0.11% | Reduce -10.4% | 6,793 | $1.1M |
| Eight 31 Financial, LLC | 0.63% | Add +6.9% | 6,790 | $1.1M |
| Trek Financial, LLC | 0.05% | Add +0.6% | 6,758 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.7% | 6,690 | $1.1M |
| BigSur Wealth Management LLC | 0.25% | Add +1000.0% | 6,600 | $1.0M |
| Wealth Architects, LLC | 0.08% | Reduce -3.5% | 6,567 | $1.0M |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -1.0% | 6,515 | $1.0M |
| Pettyjohn, Wood & White, Inc. | 0.15% | Add +1.8% | 6,505 | $1.0M |
| Abound Wealth Management | 0.20% | No change | 6,490 | $1.0M |
| Fiducient Advisors LLC | 0.15% | Reduce -8.3% | 6,486 | $1.0M |
| Bailard, Inc. | 0.02% | Add +0.0% | 6,414 | $1.0M |
| Sfmg, LLC | 0.06% | No change | 6,362 | $999K |
| Apeiron RIA LLC | 0.25% | No change | 6,330 | $994K |
| Arkadios Wealth Advisors | 0.02% | Add +0.1% | 6,281 | $986K |
| Gutierrez Wealth Advisory, LLC | 0.57% | Add +34.1% | 6,234 | $979K |
| Transcend Capital Advisors, LLC | 0.07% | No change | 6,233 | $978K |
| Manhattan West Asset Management, LLC | 0.16% | New | 6,166 | $968K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -18.2% | 6,141 | $964K |
| First Trust Advisors LP | 0.00% | Reduce -32.1% | 6,122 | $961K |
| Ifrah Financial Services, Inc. | 0.23% | Reduce -0.4% | 6,095 | $957K |
| Signet Private Wealth LLC | 0.76% | Add +4.3% | 6,050 | $950K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +28.9% | 6,046 | $949K |
| Vertrix Wealth Management, LLC | 0.32% | Add +8.5% | 5,991 | $940K |
| Ballew Advisors, Inc | 0.49% | No change | 6,016 | $939K |
| Readystate Asset Management LP | 0.06% | New | 5,957 | $935K |
| Bellwether Advisors, LLC | 0.14% | Add +3.5% | 5,951 | $934K |
| Wexford Capital LP | 0.13% | No change | 5,931 | $931K |
| Snowden Capital Advisors LLC | 0.02% | No change | 5,930 | $931K |
| Parsons Capital Management Inc. | 0.04% | No change | 5,920 | $929K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 5,871 | $922K |
| Integrated Wealth Concepts LLC | 0.01% | Add +18.2% | 5,861 | $920K |
| Scarborough Advisors, LLC | 0.10% | Add +365.5% | 5,805 | $908K |
| Forum Finance Group S.A. | 0.32% | Add +21.3% | 7,069 | $897K |
| Commerce Bank | 0.00% | Reduce -14.7% | 5,696 | $894K |
| Dana Investment Advisors, Inc. | 0.02% | Add +1.8% | 5,651 | $887K |
| Bitterroot Capital Advisors LLC | 0.52% | No change | 5,501 | $863K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.0% | 5,586 | $862K |
| Evolution Wealth Advisors, LLC | 0.10% | Add +0.1% | 5,464 | $858K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,448 | $855K |
| St. Louis Trust Co | 0.10% | Add +0.1% | 24,068 | $854K |
| Port Capital LLC | 0.03% | Add +147.5% | 5,383 | $845K |
| Aaron Wealth Advisors LLC | 0.04% | No change | 5,366 | $842K |
| Cedarwood Wealth LLC | 0.64% | Add +0.1% | 5,361 | $842K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -1.2% | 5,353 | $840K |
| Annandale Capital, LLC | 0.12% | Reduce -0.2% | 5,200 | $816K |
| Boston Family Office LLC | 0.05% | No change | 5,175 | $812K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 5,138 | $807K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.0% | 5,117 | $803K |
| Summit Wealth Partners, LLC | 0.11% | No change | 5,113 | $803K |
| Wedbush Securities Inc. | 0.02% | Add +69.1% | 5,111 | $802K |
| Renaissance Technologies | 0.00% | New | 5,100 | $801K |
| Kings Path Partners LLC | 0.21% | No change | 5,085 | $798K |
| Shum Financial Group, Inc. | 0.48% | Add +10.2% | 5,073 | $796K |
| Mather Group, Llc. | 0.01% | Reduce -4.8% | 5,063 | $795K |
| Altman Advisors, Inc. | 0.28% | New | 5,056 | $794K |
| Koshinski Asset Management, Inc. | 0.04% | Add +7.7% | 5,054 | $793K |
| Daybright Advisory Services, Inc. | 0.19% | Add +0.1% | 5,061 | $792K |
| GDS Wealth Management | 0.04% | No change | 4,962 | $779K |
| Hudson Edge Investment Partners Inc. | 0.11% | No change | 4,910 | $771K |
| Ancora Advisors LLC | 0.01% | No change | 4,845 | $761K |
| Managed Asset Portfolios, LLC | 0.09% | Reduce -11.8% | 4,825 | $757K |
| Balboa Wealth Partners | 0.10% | Add +87.9% | 4,796 | $753K |
| Courage Miller Partners, LLC | 0.20% | No change | 4,750 | $746K |
| IMC-Chicago, LLC | 0.01% | New | 4,743 | $745K |
| Provenance Wealth Advisors, LLC | 0.07% | Add +2.7% | 4,740 | $744K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.6% | 4,612 | $724K |
| NBH Bank | 0.30% | — | 4,594 | $721K |
| New Capital Management LP | 0.16% | No change | 4,575 | $718K |
| Asempa Wealth Advisors | 0.55% | Add +0.3% | 4,569 | $717K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Reduce -3.5% | 4,546 | $714K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -12.3% | 4,543 | $713K |
| Certuity, LLC | 0.03% | No change | 4,514 | $709K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -0.7% | 4,513 | $708K |
| RTD Financial Advisors, Inc. | 0.08% | No change | 4,500 | $706K |
| Metis Global Partners, LLC | 0.02% | Reduce -99.1% | 4,495 | $706K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 4,384 | $688K |
| Accurate Wealth Management, LLC | 0.07% | No change | 4,358 | $687K |
| Edgestream Partners, L.P. | 0.02% | Add +23.3% | 4,375 | $687K |
| 71 West Capital Partners | 0.02% | No change | 4,337 | $681K |
| Modus Advisors, LLC | 0.17% | No change | 4,314 | $677K |
| Johnson Financial Group, LLC | 0.04% | Add +17.8% | 4,304 | $676K |
| Quotient Wealth Partners, LLC | 0.02% | Add +8.0% | 4,290 | $673K |
| Client 1ST Advisory Group, LLC | 0.18% | No change | 4,264 | $669K |
| Savvy Advisors, Inc. | 0.01% | New | 4,246 | $666K |
| Regatta Capital Group, LLC | 0.09% | Add +0.0% | 4,240 | $666K |
| Brightwater Advisory LLC | 0.42% | No change | 4,208 | $661K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,200 | $659K |
| Magnus Financial Group LLC | 0.05% | Add +0.3% | 4,191 | $658K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.6% | 4,155 | $652K |
| Fairway Wealth LLC | 0.15% | Add +0.6% | 4,154 | $652K |
| Investment Partners Asset Management, Inc. | 0.36% | Reduce -27.1% | 4,114 | $646K |
| Curi Capital, LLC | 0.01% | Reduce -2.8% | 4,094 | $643K |
| Naples Global Advisors, LLC | 0.04% | No change | 4,090 | $642K |
| Archford Capital Strategies, LLC | 0.06% | No change | 4,084 | $641K |
| Orin Green Financial, LLC | 0.24% | Add +11.6% | 4,069 | $639K |
| HRT Financial LP | 0.00% | Reduce -21.8% | 4,011 | $629K |
| Rather & Kittrell, Inc. | 0.09% | Reduce -0.0% | 3,990 | $626K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.1% | 3,901 | $626K |
| Americana Partners, LLC | 0.01% | Reduce -7.9% | 3,983 | $625K |
| Sax Wealth Advisors, LLC | 0.02% | New | 4,392 | $608K |
| Cape Ann Savings Bank | 0.29% | No change | 3,863 | $606K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.1% | 3,861 | $606K |
| LVW Advisors, LLC | 0.05% | Reduce -8.3% | 3,853 | $605K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 3,799 | $596K |
| Perigon Wealth Management, LLC | 0.01% | Add +50.1% | 3,797 | $596K |
| ONE Advisory Partners, LLC | 0.16% | No change | 3,763 | $591K |
| Stephens Inc. | 0.01% | No change | 3,744 | $588K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -26.1% | 3,683 | $578K |
| Financial Solutions Advisory Group, Inc. | 0.07% | No change | 3,669 | $576K |
| Redwood Investment Management, LLC | 0.06% | Add +1.1% | 3,641 | $572K |
| Altfest L J & Co. Inc. | 0.06% | Add +0.2% | 3,624 | $569K |
| NorthStar Asset Management LLC | 0.12% | New | 567,655 | $568K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.4% | 3,606 | $566K |
| Alexander Labrunerie & Co., Inc. | 0.20% | Reduce -2.8% | 3,563 | $559K |
| Genesis Wealth Advisors, LLC | 0.33% | No change | 3,555 | $558K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,550 | $557K |
| Cary Street Partners Financial LLC | 0.01% | Add +12.7% | 3,489 | $548K |
| Hancock Whitney Corp. | 0.01% | No change | 3,481 | $546K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.13% | Reduce -7.5% | 3,467 | $544K |
| Financial Insights, Inc. | 0.15% | New | 3,423 | $537K |
| AA Financial Advisors, LLC | 0.06% | Reduce -0.5% | 3,418 | $537K |
| Balentine LLC | 0.02% | Reduce -3.4% | 3,380 | $531K |
| UMB Bank, n.a. | 0.01% | Reduce -4.0% | 3,376 | $530K |
| Regatta Research & Money Management | 0.49% | — | 3,329 | $522K |
| FSM Wealth Advisors, LLC | 0.06% | Add +2.4% | 3,313 | $520K |
| Highland Capital Management, LLC | 0.02% | Reduce -33.1% | 3,271 | $513K |
| BlackDiamond Wealth Management, LLC | 0.21% | Add +43.5% | 3,181 | $512K |
| High Probability Advisors, LLC | 0.05% | No change | 3,253 | $511K |
| Hoxton Planning & Management, LLC | 0.13% | Add +14.6% | 3,250 | $510K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -10.3% | 3,241 | $509K |
| American Trust | 0.04% | Add +2.4% | 3,210 | $504K |
| TKG Advisors, LLC | 0.17% | Add +0.2% | 3,206 | $503K |
| Flputnam Investment Management Co. | 0.01% | Add +5.3% | 3,254 | $498K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.9% | 3,161 | $496K |
| New York Life Investment Management LLC | 0.00% | Reduce -2.1% | 3,140 | $493K |
| Atlas Legacy Advisors, LLC | 0.07% | Add +0.3% | 3,127 | $491K |
| Bearing Point Capital, LLC | 0.07% | Add +9.2% | 3,087 | $485K |
| First Hawaiian Bank | 0.06% | No change | 3,083 | $484K |
| Rossmore Private Capital | 0.04% | Add +5.7% | 3,065 | $481K |
| Credit Agricole S A | 0.00% | Reduce -20.7% | 3,042 | $478K |
| Cordgrass Capital Advisors, LLC | 0.18% | No change | 3,000 | $471K |
| Banco BTG Pactual S.A. | 0.06% | New | 2,978 | $467K |
| New Republic Capital, LLC | 0.11% | Add +0.1% | 2,951 | $463K |
| First Citizens Asset Management, Inc. | 0.15% | Add +3.0% | 2,949 | $463K |
| Ruggaard & Associates LLC | 0.16% | No change | 2,903 | $456K |
| LRI Investments, LLC | 0.04% | Reduce -57.0% | 2,893 | $454K |
| Allen Capital Group, LLC | 0.04% | No change | 2,882 | $452K |
| Curated Wealth Partners LLC | 0.05% | Add +64.8% | 2,862 | $449K |
| Cidel Asset Management Inc. | 0.02% | Add +4.2% | 2,861 | $449K |
| M&T Bank Corp | 0.00% | No change | 2,846 | $447K |
| Axxcess Wealth Management, LLC | 0.01% | New | 2,810 | $441K |
| Midwestern Financial, LLC | 0.31% | Reduce -12.4% | 2,792 | $438K |
| Sequent Asset Management, LLC | 0.18% | Reduce -1.6% | 2,774 | $435K |
| Total Clarity Wealth Management, Inc. | 0.08% | Reduce -24.7% | 2,750 | $432K |
| Hamilton Wealth, LLC | 0.08% | Add +0.4% | 2,747 | $431K |
| Bridgewater Advisors Inc. | 0.02% | Add +0.6% | 2,723 | $430K |
| Portland Global Advisors LLC | 0.04% | No change | 2,726 | $428K |
| LWM Advisors Inc. | 0.37% | Reduce -1.1% | 2,723 | $427K |
| Garde Capital, Inc. | 0.02% | No change | 2,717 | $426K |
| Brand Asset Management Group, Inc. | 0.09% | Reduce -2.8% | 2,704 | $424K |
| Great Point Wealth Advisors, LLC | 0.07% | No change | 2,704 | $424K |
| Trivium Point Advisory, LLC | 0.04% | No change | 2,703 | $424K |
| Gateway Investment Advisers LLC | 0.00% | No change | 2,697 | $423K |
| Stonebridge Capital Advisors LLC | 0.03% | No change | 2,694 | $423K |
| Fulton Bank, N.A. | 0.01% | No change | 2,686 | $422K |
| SmartHarvest Portfolios, LLC | 0.14% | No change | 2,670 | $419K |
| Rakuten Securities, Inc. | 0.10% | Add +261.3% | 2,630 | $413K |
| Nuveen, LLC | 0.00% | New | 2,524 | $396K |
| Seven Post Investment Office LP | 0.11% | No change | 2,494 | $391K |
| Saxon Interests, Inc. | 0.11% | Add +56.3% | 2,485 | $390K |
| Bulltick Wealth Management, LLC | 0.08% | Add +11.9% | 2,482 | $390K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +2.8% | 2,464 | $387K |
| Capasso Planning Partners LLC | 0.19% | Add +1.7% | 2,452 | $385K |
| Maimon Wealth Management LTD. | 0.30% | Add +23.1% | 2,450 | $385K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 2,436 | $382K |
| Provident Wealth Management, LLC | 0.10% | No change | 2,417 | $379K |
| Level Four Advisory Services, LLC | 0.01% | No change | 2,409 | $378K |
| Private Trust Co. NA | 0.03% | Add +46.6% | 2,396 | $376K |
| Essex Bank | 0.08% | Reduce -3.8% | 2,378 | $373K |
| Lee Danner & Bass Inc. | 0.02% | No change | 2,372 | $372K |
| Angeles Wealth Management, LLC | 0.02% | New | 13,311 | $372K |
| Highlander Partners, L.P. | 0.12% | No change | 2,360 | $370K |
| Claro Advisors Inc. | 0.04% | Reduce -0.3% | 2,340 | $367K |
| Two Sigma Investments, LP | 0.00% | New | 2,300 | $361K |
| IFP Advisors, Inc | 0.01% | Reduce -30.3% | 2,297 | $361K |
| Regal Investment Advisors LLC | 0.02% | Add +0.4% | 2,293 | $360K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 2,290 | $359K |
| Fort Point Capital Partners LLC | 0.04% | Add +6.3% | 2,281 | $358K |
| Essex Financial Services, Inc. | 0.02% | No change | 2,281 | $358K |
| McNamara Financial Services, Inc. | 0.06% | Add +1.5% | 2,276 | $357K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -2.6% | 2,267 | $356K |
| Moran Wealth Management, LLC | 0.01% | Reduce -86.1% | 2,263 | $355K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,257 | $354K |
| Advisory Research Inc. | 0.04% | New | 2,237 | $351K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +165.3% | 2,234 | $351K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,220 | $348K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.6% | 2,197 | $345K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -0.4% | 2,196 | $345K |
| Magnolia Private Wealth, LLC | 0.19% | Reduce -20.1% | 2,182 | $343K |
| Greenup Street Wealth Management LLC | 0.04% | No change | 2,160 | $339K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.3% | 2,151 | $338K |
| Maryland Capital Advisors Inc. | 0.11% | — | 2,130 | $334K |
| Weil Company, Inc. | 0.06% | Reduce -3.6% | 2,113 | $332K |
| Crewe Advisors LLC | 0.02% | No change | 2,111 | $331K |
| Wedmont Private Capital | 0.01% | Add +0.7% | 2,101 | $331K |
| Frederick Financial Consultants, LLC | 0.14% | Reduce -1.3% | 2,106 | $331K |
| Collaborative Capital Advisors LLC | 0.21% | — | 2,100 | $330K |
| Traveka Wealth, LLC | 0.11% | No change | 2,096 | $329K |
| Windsor Advisory Group, LLC | 0.24% | Add +0.1% | 2,086 | $327K |
| Bci Securities, Inc. | 2.82% | No change | 2,082 | $327K |
| Inscription Capital, LLC | 0.03% | No change | 2,082 | $327K |
| Cura Wealth Advisors, LLC | 0.14% | No change | 2,065 | $324K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -2.5% | 2,096 | $324K |
| Blue Chip Partners, LLC | 0.02% | Add +0.5% | 2,061 | $324K |
| Westshore Wealth, LLC | 0.10% | New | 2,055 | $323K |
| Global Assets Advisory, LLC | 0.07% | No change | 2,034 | $318K |
| Lake Street Private Wealth, LLC | 0.04% | Add +0.5% | 2,019 | $317K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.1% | 2,014 | $316K |
| Elevatus Welath Management | 0.08% | No change | 2,006 | $315K |
| Gruss & Co., LLC | 0.82% | No change | 2,000 | $314K |
| Community Bank, N.A. | 0.03% | No change | 2,000 | $314K |
| Advance Capital Management, Inc. | 0.01% | Add +17.8% | 1,997 | $313K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,985 | $312K |
| Kestra Investment Management, LLC | 0.01% | Reduce -1.7% | 1,963 | $308K |
| Vienna Asset Management LLC | 0.22% | New | 1,959 | $308K |
| Evernest Financial Advisors, LLC | 0.06% | No change | 1,948 | $306K |
| GTS Securities LLC | 0.01% | New | 1,948 | $306K |
| Beverly Hills Private Wealth, LLC | 0.06% | New | 1,940 | $305K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,900 | $298K |
| William Mack & Associates, Inc. | 0.10% | New | 1,894 | $297K |
| Eagle Strategies LLC | 0.03% | Reduce -0.2% | 1,880 | $295K |
| Alhambra Investment Management LLC | 0.13% | Reduce -10.9% | 1,860 | $292K |
| GR Financial Group, LLC | 0.04% | Add +0.6% | 1,848 | $290K |
| Symmetry Partners, LLC | 0.01% | Reduce -1.0% | 1,835 | $288K |
| Emory University | 0.18% | No change | 1,817 | $285K |
| Fortis Capital Management LLC | 0.03% | Add +0.6% | 1,805 | $283K |
| MV Capital Management, Inc. | 0.03% | No change | 1,797 | $282K |
| GEN Financial Management, INC. | 0.17% | No change | 1,788 | $281K |
| Warburton Capital Management, LLC | 0.11% | Reduce -13.7% | 1,789 | $280K |
| Talisman Wealth Advisors LLC | 0.21% | New | 3,650 | $278K |
| Signal Advisors Wealth, LLC | 0.01% | New | 1,763 | $277K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Add +1.2% | 1,747 | $274K |
| Private Advisory Group LLC | 0.02% | No change | 1,747 | $274K |
| Battery Global Advisors, LLC | 0.14% | Add +0.3% | 1,746 | $274K |
| GSG Advisors LLC | 0.06% | No change | 1,745 | $274K |
| Palisade Asset Management, LLC | 0.03% | No change | 1,742 | $273K |
| Rodgers & Associates, LTD | 0.02% | No change | 1,739 | $273K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.9% | 1,715 | $269K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,703 | $267K |
| Bison Wealth, LLC | 0.02% | Add +0.5% | 1,671 | $264K |
| OFS Enterprise LLC | 0.07% | No change | 1,678 | $263K |
| Landaas & Co. /Wi | 0.05% | No change | 1,674 | $263K |
| Magnolia Capital Management Ltd. | 0.18% | No change | 1,665 | $261K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 1,656 | $260K |
| DORVAL Corp | 0.07% | Add +0.3% | 1,655 | $260K |
| Gibson Capital, LLC | 0.04% | No change | 1,645 | $258K |
| RPg Family Wealth Advisory, LLC | 0.04% | No change | 1,636 | $257K |
| CGN Advisors LLC | 0.02% | No change | 1,617 | $254K |
| Thrive Capital Management, LLC | 0.05% | Reduce -3.6% | 1,604 | $252K |
| Silicon Valley Capital Partners | 0.02% | Add +0.6% | 1,563 | $245K |
| SC&H Financial Advisors, Inc. | 0.03% | No change | 1,563 | $245K |
| Princeton Global Asset Management LLC | 0.04% | Add +0.1% | 1,556 | $244K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 1,546 | $243K |
| John W. Brooker & Co., CPAs | 0.29% | Add +0.5% | 1,544 | $242K |
| Kintra Wealth, LLC | 0.01% | No change | 1,490 | $242K |
| Twin Focus Capital Partners, LLC | 0.02% | No change | 1,535 | $241K |
| TCP Asset Management, LLC | 0.03% | No change | 1,525 | $239K |
| Icon Advisers Inc. | 0.04% | No change | 1,500 | $235K |
| Mill Capital Management, LLC | 0.02% | No change | 1,500 | $235K |
| Harbor Advisory Corp. | 0.06% | Add +2.3% | 1,496 | $235K |
| Tudor Investment Corporation | 0.00% | Reduce -86.2% | 1,484 | $233K |
| Cathy Pareto & Associates, Inc. | 0.14% | No change | 1,477 | $232K |
| Apella Capital, LLC | 0.00% | No change | 1,479 | $231K |
| Visionary Wealth Advisors | 0.01% | No change | 1,468 | $230K |
| Heck Capital Advisors, LLC | 0.01% | Reduce -5.9% | 1,462 | $229K |
| Total Investment Management Inc. | 0.02% | Add +0.6% | 1,466 | $229K |
| Harbour Investments, Inc. | 0.00% | No change | 1,460 | $229K |
| Leuthold Group, LLC | 0.02% | New | 1,455 | $228K |
| Hengehold Capital Management LLC | 0.02% | No change | 1,450 | $228K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -18.3% | 1,450 | $228K |
| Defined Wealth Management, LLC | 0.12% | Reduce -26.1% | 1,448 | $227K |
| Facet Wealth, Inc. | 0.00% | New | 1,446 | $227K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 1,443 | $227K |
| Ssa Swiss Advisors AG | 0.08% | No change | 1,439 | $226K |
| Xponance LLC | 0.00% | Reduce -69.2% | 1,435 | $225K |
| Vista Capital Partners, Inc. | 0.02% | Reduce -6.9% | 1,426 | $224K |
| Cascade Financial Partners, LLC | 0.02% | New | 1,399 | $220K |
| Woodward Financial Advisors, Inc. | 0.07% | — | 1,390 | $218K |
| Meadowbrook Advisors Group, LLC | 0.12% | New | 1,390 | $218K |
| Brookstone Capital Management | 0.00% | New | 1,384 | $217K |
| Apollon Financial, LLC | 0.03% | Reduce -5.8% | 1,376 | $216K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 1,374 | $216K |
| Veridan Wealth LLC | 0.07% | Reduce -25.0% | 1,365 | $214K |
| Mindset Wealth Management, LLC | 0.04% | New | 1,359 | $213K |
| SageView Advisory Group, LLC | 0.01% | New | 1,354 | $213K |
| Aureum Wealth Management, LLC | 0.13% | New | 1,350 | $212K |
| Cozad Asset Management Inc. | 0.01% | New | 1,347 | $211K |
| Westmount Partners, LLC | 0.05% | New | 1,343 | $211K |
| PDS Planning, Inc | 0.01% | New | 1,342 | $211K |
| Empower Advisory Group, LLC | 0.00% | New | 1,314 | $206K |
| Spreng Capital Management, Inc. | 0.07% | New | 1,313 | $206K |
| Abundance Wealth Counselors | 0.01% | New | 1,300 | $204K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | No change | 1,172 | $184K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,136 | $177K |
| Solstein Capital, LLC | 0.06% | No change | 1,100 | $173K |
| Harris Associates (Oakmark Funds) | 0.00% | No change | 1,092 | $171K |
| BOCHK Asset Management Ltd | 0.03% | New | 1,070 | $168K |
| Allworth Financial LP | 0.00% | Reduce -68.6% | 1,053 | $165K |
| Valley National Advisers Inc. | 0.02% | No change | 1,044 | $164K |
| Birchbrook, Inc. | 0.07% | No change | 982 | $154K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 945 | $148K |
| AE Wealth Management LLC | 0.00% | Reduce -51.3% | 941 | $148K |
| HighMark Wealth Management LLC | 0.05% | Add +0.6% | 890 | $140K |
| Caldwell Sutter Capital, Inc. | 0.05% | Reduce -12.5% | 876 | $138K |
| Larson Financial Group LLC | 0.00% | Add +80200.0% | 803 | $126K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 786 | $123K |
| Bokf, NA | 0.00% | No change | 767 | $120K |
| IMA Advisory Services, Inc. | 0.01% | Add +25.6% | 755 | $119K |
| Entrust Financial LLC | 0.08% | Add +0.7% | 751 | $118K |
| Manchester Capital Management LLC | 0.02% | Reduce -16.7% | 750 | $118K |
| JPL Wealth Management, LLC | 0.02% | Add +4.6% | 731 | $115K |
| Spire Wealth Management | 0.00% | No change | 703 | $110K |
| Consultiva Wealth Management, Corp. | 0.24% | Add +21.1% | 684 | $107K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 675 | $106K |
| MTM Investment Management, LLC | 0.03% | No change | 675 | $106K |
| Granite FO LLC | 0.05% | No change | 648 | $102K |
| TD Private Client Wealth LLC | 0.00% | Reduce -6.6% | 633 | $99K |
| LFA - Lugano Financial Advisors SA | 0.06% | New | 610 | $96K |
| CVA Family Office, LLC | 0.01% | No change | 594 | $93K |
| IFG Advisory, LLC | 0.00% | New | 569 | $89K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +261.4% | 553 | $87K |
| CNB Bank | 0.03% | No change | 500 | $78K |
| Rialto Wealth Management, LLC | 0.02% | No change | 500 | $78K |
| American National Bank & Trust | 0.01% | No change | 500 | $78K |
| Smartleaf Asset Management LLC | 0.00% | No change | 488 | $76K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -73.7% | 463 | $73K |
| Centerpoint Advisors, LLC | 0.02% | No change | 460 | $72K |
| 10Elms LLP | 0.03% | No change | 432 | $68K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 378 | $59K |
| Silver Grove Financial Group, Inc. | 0.03% | New | 372 | $58K |
| Red Reef Advisors LLC | 0.05% | No change | 346 | $54K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 340 | $53K |
| Rossby Financial, LCC | 0.01% | Reduce -14.0% | 338 | $53K |
| Pacifica Partners Inc. | 0.02% | No change | 339 | $53K |
| Vima LLC | 0.05% | — | 336 | $53K |
| HM Payson & Co. | 0.00% | No change | 325 | $51K |
| Lavaca Capital LLC | 0.01% | New | 311 | $49K |
| Allied Private Wealth LLC | 0.03% | — | 300 | $47K |
| Cape Investment Advisory, Inc. | 0.01% | New | 290 | $46K |
| Triumph Capital Management | 0.01% | Add +9.2% | 284 | $45K |
| Financial Gravity Companies, Inc. | 0.01% | — | 260 | $41K |
| MRP Capital Investments, LLC | 0.03% | No change | 257 | $40K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +0.4% | 243 | $38K |
| Ascentis Independent Advisors | 0.10% | Reduce -23.7% | 235 | $37K |
| Breakwater Investment Management | 0.01% | No change | 232 | $36K |
| Continuum Advisory, LLC | 0.00% | New | 231 | $36K |
| DB Fitzpatrick & Co, Inc | 0.03% | No change | 230 | $36K |
| Highline Wealth Partners LLC | 0.01% | New | 214 | $34K |
| Hantz Financial Services, Inc. | 0.00% | Add +33.3% | 208 | $33K |
| Westside Investment Management, Inc. | 0.00% | No change | 205 | $32K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 195 | $31K |
| Ascentis Wealth Management, LLC | 0.00% | New | 179 | $28K |
| Winch Advisory Services, LLC | 0.01% | Add +7.9% | 177 | $28K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 171 | $27K |
| Main Street Group, LTD | 0.01% | No change | 170 | $27K |
| GFS Advisors, LLC | 0.00% | Add +0.0% | 191,148 | $27K |
| Prosperity Bancshares Inc | 0.02% | No change | 169 | $27K |
| Vanguard Advisers Inc. | 0.00% | No change | 169 | $26K |
| CX Institutional | 0.00% | Add +1.2% | 168 | $26K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 165 | $26K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 160 | $25K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 155 | $24K |
| Accordant Advisory Group Inc | 0.02% | No change | 153 | $24K |
| CoreCap Advisors, LLC | 0.00% | Add +17.1% | 151 | $24K |
| Ironwood Wealth Management, LLC. | 0.00% | Reduce -94.3% | 130 | $20K |
| IAG Wealth Partners, LLC | 0.00% | Add +10.1% | 120 | $19K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 116 | $18K |
| Holos Integrated Wealth LLC | 0.01% | No change | 112 | $18K |
| West Paces Advisors Inc. | 0.00% | No change | 111 | $17K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.9% | 109 | $17K |
| Acima Private Wealth, LLC | 0.00% | No change | 105 | $16K |
| Monetary Management Group Inc. | 0.00% | No change | 100 | $16K |
| SJS Investment Consulting Inc. | 0.00% | No change | 95 | $15K |
| Luken Investment Analytics, LLC | 0.00% | New | 89 | $14K |
| Operose Advisors LLC | 0.00% | No change | 87 | $14K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.3% | 76 | $12K |
| Hollencrest Capital Management | 0.00% | No change | 76 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 75 | $12K |
| Dunhill Financial, LLC | 0.00% | Reduce -21.7% | 72 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 68 | $11K |
| Morris Financial Concepts, Inc. | 0.00% | Add +3.3% | 63 | $10K |
| Banque Transatlantique SA | 0.00% | New | 60 | $9K |
| Quent Capital, LLC | 0.00% | Reduce -67.4% | 59 | $9K |
| First Horizon Corp. | 0.00% | No change | 58 | $9K |
| International Assets Investment Management, LLC | 0.00% | Add +1.8% | 56 | $9K |
| Millstone Evans Group, LLC | 0.00% | Add +103.7% | 55 | $9K |
| Gould Capital, LLC | 0.00% | No change | 53 | $8K |
| Buck Wealth Strategies, LLC | 0.00% | New | 49 | $8K |
| Noble Wealth Management PBC | 0.00% | No change | 40 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +5.6% | 38 | $6K |
| Valley Wealth Managers, Inc. | 0.00% | New | 37 | $6K |
| American Capital Advisory, LLC | 0.00% | No change | 22 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -45.2% | 17 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 14 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 12 | $2K |
| Richardson Capital Management LLC | 0.00% | No change | 8 | $1K |
| Evermay Wealth Management LLC | 0.00% | New | 6 | $942 |
| Concord Wealth Partners | 0.00% | New | 6 | $942 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 4 | $628 |
| Aventus Investment Advisors, Inc. | 0.00% | Add +200.0% | 3 | $471 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $170 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $157 |
"% of holder's portfolio" is ACWI's weight in each manager's 13F, not the share of iShares MSCI Acwi ETF the manager owns.