iShares MSCI Acwi Ex US ETFACWXETF
13F holders, Q1 2026 (March 31)708holders +100
143new positions
42sold out
4famous investors
$68.34avg. 13F price*
At the end of Q1 2026, 708 institutions reported holding iShares MSCI Acwi Ex US ETF (ACWX) in their 13F filings, up 100 from Q4 2025. 143 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($490.4M), Morgan Stanley ($419.2M) and Ferguson Wellman Capital Management, Inc. ($376.7M). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Acwi Ex US ETF
- CUSIP
- 464288240
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $782.4M |
| Exits | 42 | $445.4M |
All 13F filers, Q4 2025 → Q1 2026: 25,439,139 shares bought and 10,911,399 shares sold, net +14,527,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 708 holders
| Bank of America Corp. | 0.04% | Reduce -1.1% | 7,161,717 | $490.4M |
| Morgan Stanley | 0.03% | Add +14.7% | 6,121,820 | $419.2M |
| Ferguson Wellman Capital Management, Inc. | 5.15% | New | 5,501,207 | $376.7M |
| BlackRock, Inc. | 0.01% | Add +3.8% | 4,612,061 | $315.8M |
| UBS Group AG | 0.04% | Add +29.3% | 3,570,520 | $244.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +26.5% | 2,152,154 | $147.4M |
| JPMorgan Chase & Co. | 0.01% | Add +148.5% | 2,123,122 | $140.7M |
| Focus Partners Wealth | 0.14% | Add +7.1% | 1,801,870 | $123.4M |
| German American Bancorp, Inc. | 9.88% | Add +4.1% | 1,677,698 | $114.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -14.4% | 1,629,946 | $111.5M |
| Cerity Partners LLC | 0.15% | Add +62.2% | 1,521,366 | $104.2M |
| Sageworth Trust Co | 4.16% | Reduce -0.8% | 1,412,315 | $96.7M |
| Sand Hill Global Advisors, LLC | 2.97% | Add +956.2% | 1,290,721 | $88.4M |
| Winthrop Advisory Group LLC | 7.11% | Add +12.9% | 1,270,962 | $87.0M |
| Koss-Olinger Consulting, LLC | 6.85% | New | 1,194,344 | $81.8M |
| GM Advisory Group, LLC | 2.88% | Add +7.3% | 1,092,037 | $74.8M |
| Glenmede Trust Co. NA | 0.36% | Add +0.6% | 1,084,152 | $74.2M |
| Calamos Advisors LLC | 0.38% | Add +2877.2% | 1,071,798 | $73.4M |
| Northern Trust Corp. | 0.01% | Add +9146.6% | 1,060,215 | $72.6M |
| Calamos Wealth Management LLC | 2.47% | Add +5.4% | 1,033,585 | $70.8M |
| LPL Financial LLC | 0.02% | Add +126.8% | 1,007,279 | $69.0M |
| MML Investors Services, LLC | 0.19% | Reduce -5.1% | 995,401 | $68.2M |
| Wells Fargo & Company | 0.01% | Add +23.4% | 961,195 | $65.8M |
| TLWM | 11.59% | Add +21.0% | 940,099 | $64.4M |
| Regions Financial Corp. | 0.42% | Reduce -0.5% | 933,709 | $63.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -34.3% | 867,021 | $59.4M |
| Captrust Financial Advisors | 0.10% | Reduce -3.8% | 857,041 | $58.7M |
| Wesbanco Bank Inc. | 1.58% | Add +10.3% | 831,835 | $57.0M |
| Tompkins Financial Corp. | 4.08% | Add +61.5% | 748,898 | $51.3M |
| Waverly Advisors, LLC | 0.38% | Add +1.2% | 731,003 | $50.1M |
| BNP Paribas Financial Markets | 0.03% | No change | 699,978 | $47.9M |
| AMG National Trust Bank | 1.04% | Add +0.1% | 696,635 | $47.7M |
| Johnson Financial Group, Inc. | 1.72% | Reduce -3.4% | 694,804 | $47.6M |
| Federation des caisses Desjardins du Quebec | 0.16% | Add +32.0% | 669,479 | $45.8M |
| US Bancorp \de | 0.05% | Reduce -5.4% | 629,516 | $43.1M |
| Cetera Investment Advisers | 0.04% | Add +26.7% | 562,554 | $38.5M |
| WHI TRUST Co LLC | 28.36% | Add +4.1% | 549,746 | $37.6M |
| Jennison Associates LLC | 0.03% | Reduce -34.4% | 549,017 | $37.6M |
| Park Avenue Securities LLC | 0.29% | Add +86.0% | 536,012 | $36.7M |
| Blair William & Co. | 0.10% | Add +22.5% | 527,619 | $36.1M |
| Abundance Wealth Counselors | 5.03% | Reduce -0.8% | 512,359 | $35.1M |
| Physician Wealth Advisors, Inc. | 4.69% | New | 491,882 | $33.7M |
| Itau Unibanco Holding S.A. | 0.78% | Add +9.4% | 473,700 | $32.4M |
| Resolute Advisors LLC | 13.41% | No change | 473,497 | $32.4M |
| Franklin Resources Inc. | 0.01% | Add +2.0% | 472,592 | $32.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -15.2% | 471,698 | $31.7M |
| Raymond James Financial Inc. | 0.01% | Add +28.6% | 456,360 | $31.2M |
| Integrated Advisors Network LLC | 1.64% | Add +19.7% | 456,042 | $31.2M |
| O'shaughnessy Asset Management, LLC | 0.16% | Add +54.9% | 455,421 | $31.2M |
| Premier Path Wealth Partners, LLC | 3.92% | Add +62.6% | 439,844 | $30.1M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -6.1% | 439,001 | $30.1M |
| Huntington National Bank | 0.22% | New | 436,478 | $29.9M |
| Ensign Peak Advisors, Inc | 0.06% | No change | 436,044 | $29.9M |
| Bank of Montreal | 0.01% | Add +8.8% | 432,819 | $29.6M |
| Capital Investment Advisors, LLC | 0.43% | Reduce -0.9% | 429,042 | $29.4M |
| Osaic Holdings, Inc. | 0.04% | Add +75.5% | 428,458 | $29.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +48.4% | 426,295 | $29.2M |
| Clal Insurance Enterprises Holdings Ltd | 0.17% | Reduce -10.3% | 410,680 | $28.1M |
| Advus Financial Partners, LLC | 6.84% | Reduce -9.3% | 398,797 | $27.3M |
| Financial Council, LLC | 10.23% | Add +83.8% | 387,256 | $26.5M |
| Royal Bank of Canada | 0.00% | Reduce -57.1% | 366,241 | $25.1M |
| Brown Advisory Inc. | 0.04% | Add +80.4% | 347,407 | $23.8M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +2.7% | 346,431 | $23.7M |
| Cornerstone Wealth Group, LLC | 1.42% | Reduce -1.5% | 302,240 | $22.0M |
| Merit Financial Group, LLC | 0.16% | Reduce -13.9% | 316,932 | $21.7M |
| HighTower Advisors, LLC | 0.02% | Add +4.3% | 316,643 | $21.7M |
| Heritage Wealth Advisors | 0.83% | No change | 308,971 | $21.2M |
| Fifth Third Bancorp | 0.04% | New | 305,845 | $20.9M |
| Proficio Capital Partners LLC | 1.10% | New | 302,005 | $20.7M |
| Cwm, LLC | 0.05% | Add +3.7% | 289,450 | $19.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.5% | 282,189 | $19.3M |
| Madrona Financial Services, LLC | 4.22% | Add +43.3% | 281,781 | $19.3M |
| Gotham Asset Management | 0.06% | Add +24.5% | 267,998 | $18.3M |
| Atwater Malick LLC | 4.89% | Add +16.5% | 264,329 | $18.1M |
| Thornburg Investment Management Inc. | 0.19% | Add +9.5% | 263,169 | $18.0M |
| Mariner, LLC | 0.02% | Reduce -2.4% | 257,821 | $17.7M |
| Dixon Mitchell Investment Counsel Inc. | 0.61% | No change | 254,500 | $17.4M |
| NewEdge Advisors, LLC | 0.06% | Reduce -1.8% | 251,102 | $17.2M |
| Mill Creek Capital Advisors, LLC | 0.35% | No change | 246,494 | $16.9M |
| Horst & Graben Wealth Management LLC | 2.30% | New | 229,400 | $16.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +40.4% | 243,954 | $16.7M |
| Legacy Private Trust Co. | 0.98% | Reduce -6.2% | 231,222 | $15.8M |
| Bank of New York Mellon Corp | 0.00% | Add +100.3% | 229,895 | $15.7M |
| Sandbox Financial Partners, LLC | 4.31% | Add +90.0% | 223,917 | $15.3M |
| Spire Wealth Management | 0.51% | Reduce -3.4% | 219,671 | $15.0M |
| Corient Private Wealth LP | 0.02% | Add +10.2% | 396,402 | $15.0M |
| FMR LLC | 0.00% | Add +6.7% | 218,606 | $15.0M |
| Whittier Trust Co. | 0.17% | Add +21.2% | 214,958 | $14.9M |
| Atlantic Union Bankshares Corp | 0.28% | Add +2.1% | 211,992 | $14.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +85.0% | 210,866 | $14.4M |
| Diversify Wealth Management, LLC | 0.25% | Add +891.9% | 196,174 | $14.1M |
| Bailard, Inc. | 0.32% | Reduce -3.1% | 205,696 | $14.1M |
| Fsa Wealth Partners, Inc. | 6.43% | Reduce -52.4% | 197,399 | $13.5M |
| Clearstead Advisors, LLC | 0.12% | Add +149.9% | 196,245 | $13.4M |
| CMH Wealth Management LLC | 2.28% | Add +1.6% | 194,199 | $13.3M |
| Lido Advisors, LLC | 0.05% | Add +1.0% | 189,648 | $13.0M |
| Truist Financial Corp. | 0.02% | Reduce -25.6% | 187,191 | $12.8M |
| Ieq Capital, LLC | 0.06% | Add +39.6% | 183,318 | $12.6M |
| FFG Partners, LLC | 4.95% | Add +49.8% | 182,757 | $12.5M |
| One Wealth Advisors, LLC | 1.55% | New | 182,313 | $12.5M |
| Arcadia Wealth Management, LLC | 4.50% | Add +22.4% | 181,809 | $12.4M |
| Pitcairn Wealth Advisors LLC | 1.08% | No change | 174,436 | $11.7M |
| Creative Planning | 0.01% | Add +10.9% | 168,960 | $11.6M |
| Cassia Capital Partners, LLC | 5.86% | Add +21.9% | 166,525 | $11.4M |
| Cumberland Advisors Inc. | 4.44% | Reduce -1.1% | 165,855 | $11.4M |
| CFS Investment Advisory Services, LLC | 0.78% | New | 151,255 | $11.3M |
| Trust Co | 1.05% | Add +1.2% | 163,622 | $11.2M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +641.7% | 162,064 | $11.1M |
| Stifel Financial Corp. | 0.01% | Reduce -8.1% | 159,438 | $10.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +33.1% | 148,459 | $10.2M |
| ICONIQ Capital, LLC | 0.22% | No change | 146,489 | $10.0M |
| Assetmark, Inc. | 0.02% | Add +272.1% | 140,308 | $9.6M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +6.9% | 140,070 | $9.6M |
| CIBC Bancorp USA Inc. | 0.01% | — | 138,640 | $9.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +34.0% | 137,402 | $9.5M |
| Osborne Partners Capital Management, LLC | 0.49% | Reduce -1.3% | 136,270 | $9.3M |
| Nisa Investment Advisors, LLC | 0.03% | No change | 135,300 | $9.3M |
| Charter Oak Capital Management, LLC | 0.69% | Reduce -3.4% | 130,501 | $8.9M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -6.1% | 129,126 | $8.8M |
| Goelzer Investment Management, Inc. | 0.42% | Reduce -70.1% | 127,204 | $8.7M |
| GLOBALT Investments LLC / GA | 0.31% | No change | 125,055 | $8.6M |
| Martin & Co. Inc. | 1.45% | Add +1.6% | 124,347 | $8.5M |
| Sentinel Trust Co. Lba | 0.84% | Reduce -0.2% | 123,757 | $8.5M |
| Hopwood Financial Services, Inc. | 5.70% | New | 123,444 | $8.5M |
| Midwestern Financial, LLC | 6.50% | Add +18.6% | 120,651 | $8.3M |
| Bank of Nova Scotia | 0.01% | New | 119,920 | $8.2M |
| Wellington Management Group LLP | 0.00% | Add +73.8% | 118,150 | $8.1M |
| Mayflower Financial Advisors, LLC | 0.98% | Add +264.0% | 117,232 | $8.0M |
| Ausdal Financial Partners, Inc. | 0.35% | New | 115,469 | $7.9M |
| Citigroup Inc. | 0.00% | Add +75.3% | 112,509 | $7.7M |
| Apella Capital, LLC | 0.11% | Reduce -4.0% | 103,308 | $7.7M |
| Scarborough Advisors, LLC | 0.84% | New | 112,335 | $7.7M |
| Coldstream Capital Management Inc. | 0.09% | No change | 110,079 | $7.5M |
| AE Wealth Management LLC | 0.04% | Add +23416.6% | 108,882 | $7.5M |
| Parsons Capital Management Inc. | 0.34% | Add +139.7% | 108,337 | $7.4M |
| Advisory Services Network, LLC | 0.10% | Add +52.6% | 107,031 | $7.3M |
| Ssi Investment Management LLC | 0.60% | Reduce -0.7% | 106,750 | $7.3M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +29.4% | 105,858 | $7.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -57.8% | 104,400 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +36.3% | 103,298 | $7.1M |
| Clarendon Private LLC | 5.24% | Add +33.6% | 99,715 | $6.8M |
| Sage Financial Group Inc. | 0.44% | Reduce -0.8% | 98,757 | $6.8M |
| Lowe Brockenbrough & Co. Inc. | 0.34% | No change | 98,306 | $6.7M |
| Blue Trust, Inc. | 0.08% | Reduce -2.2% | 97,375 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +52.9% | 95,361 | $6.5M |
| Adams Wealth Management | 1.41% | Add +0.6% | 93,786 | $6.4M |
| CacheTech Inc. | 1.24% | Add +0.6% | 93,786 | $6.4M |
| Hancock Whitney Corp. | 0.11% | Add +1.3% | 87,082 | $6.4M |
| Procyon Advisors, LLC | 0.31% | Add +376.3% | 93,626 | $6.4M |
| Hobbs Wealth Management, LLC | 6.32% | New | 93,343 | $6.4M |
| Belpointe Asset Management LLC | 0.23% | Add +31.5% | 91,921 | $6.3M |
| Factory Mutual Insurance Co. | 0.07% | No change | 90,000 | $6.2M |
| Summitpoint Capital Management | 7.68% | — | 90,132 | $6.1M |
| Todd Asset Management LLC | 0.12% | Add +17.6% | 88,074 | $6.0M |
| Stage Harbor Financial, LLC | 4.00% | Reduce -0.1% | 88,049 | $6.0M |
| Pathstone Holdings, LLC | 0.02% | Add +41.4% | 87,243 | $6.0M |
| Waterloo Capital, L.P. | 0.42% | Reduce -1.6% | 87,100 | $6.0M |
| Arcus Capital Partners, LLC | 2.12% | Reduce -1.8% | 86,196 | $5.9M |
| Smith & Howard Wealth Management, LLC | 1.26% | Add +0.4% | 84,967 | $5.8M |
| Ehrenkranz Partners L.P. | 4.24% | Add +9.7% | 78,246 | $5.4M |
| Investment Research Partners LLC | 2.14% | Add +4.1% | 76,855 | $5.3M |
| Daviman Financial, LLC | 3.11% | New | 76,773 | $5.3M |
| Ballentine Partners, LLC | 0.07% | Reduce -0.1% | 76,071 | $5.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.11% | Add +0.6% | 74,614 | $5.1M |
| Signaturefd, LLC | 0.08% | Add +2.0% | 73,406 | $5.0M |
| First National Bank of Omaha | 0.15% | Add +94.8% | 75,188 | $5.0M |
| Rathbones Group PLC | 0.02% | Add +1.0% | 73,014 | $5.0M |
| FourThought Financial Partners, LLC | 0.43% | Add +7.9% | 72,840 | $5.0M |
| Atria Investments, Inc | 0.06% | Reduce -10.4% | 72,585 | $5.0M |
| C M Bidwell & Associates Ltd. | 2.28% | No change | 71,192 | $4.9M |
| Gen-Wealth Partners Inc | 1.53% | New | 71,142 | $4.9M |
| Asempa Wealth Advisors | 4.11% | Add +28.4% | 68,062 | $4.7M |
| Fiduciary Trust Co | 0.06% | Reduce -2.3% | 67,927 | $4.7M |
| Mission Wealth Management, LP | 0.10% | No change | 67,792 | $4.6M |
| St. Louis Trust Co | 0.53% | Reduce -1.3% | 66,268 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +10.6% | 65,477 | $4.5M |
| Insigneo Advisory Services, LLC | 0.32% | Add +438.7% | 65,085 | $4.5M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Reduce -1.6% | 63,226 | $4.4M |
| Hapanowicz & Associates Financial Services, Inc | 1.72% | Reduce -11.2% | 63,296 | $4.3M |
| Empowered Funds, LLC | 0.03% | New | 62,948 | $4.3M |
| Rhumbline Advisers | 0.00% | Add +118.1% | 62,809 | $4.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +13.8% | 62,015 | $4.2M |
| Milestone Asset Management, LLC | 0.76% | New | 60,303 | $4.1M |
| NDWM LLC | 2.68% | New | 60,300 | $4.1M |
| Quadrant Capital Group LLC | 0.12% | Add +0.0% | 60,055 | $4.1M |
| Connable Office Inc. | 0.40% | Add +36.6% | 59,892 | $4.1M |
| Arkadios Wealth Advisors | 0.07% | Add +1.6% | 59,828 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +117.0% | 60,865 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Add +106.1% | 59,294 | $4.1M |
| Eastern Bank | 0.07% | Reduce -0.8% | 59,280 | $4.1M |
| Curtis Wealth Management LLC | 3.76% | New | 58,543 | $4.0M |
| Presidio Capital Management, LLC | 1.16% | Add +63.3% | 58,414 | $4.0M |
| Bessemer Group Inc. | 0.01% | Add +207.5% | 58,132 | $4.0M |
| Tradition Wealth Management, LLC | 0.28% | New | 57,922 | $4.0M |
| M.D. Sass, LLC | 0.30% | Reduce -5.4% | 57,340 | $3.9M |
| VERITY Wealth Advisors | 2.58% | No change | 56,343 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | New | 56,124 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +27.2% | 56,034 | $3.8M |
| Raffa Wealth Management, LLC | 0.59% | Reduce -0.5% | 55,029 | $3.8M |
| Certuity, LLC | 0.25% | No change | 54,638 | $3.7M |
| Savant Capital, LLC | 0.02% | New | 53,787 | $3.7M |
| Common Fund for Nonprofit Organizations | 0.35% | Add +69.5% | 53,649 | $3.7M |
| Squarepoint Ops LLC | 0.01% | New | 52,938 | $3.6M |
| SVB Wealth LLC | 0.24% | Reduce -5.7% | 52,839 | $3.6M |
| NTV Asset Management LLC | 0.39% | Reduce -0.3% | 51,578 | $3.5M |
| BlueStem Wealth Partners, LLC | 0.39% | New | 51,339 | $3.5M |
| Strategic Wealth Partners, Ltd. | 0.24% | Add +31.0% | 50,860 | $3.5M |
| Fluent Financial, LLC | 1.27% | Add +0.0% | 47,540 | $3.5M |
| Invested Advisors | 3.47% | Add +14.0% | 50,230 | $3.4M |
| Aaron Wealth Advisors LLC | 0.20% | Reduce -0.4% | 50,031 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +12.8% | 51,492 | $3.4M |
| Avail Investment Partners, LLC | 3.62% | — | 49,500 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +1174.3% | 48,692 | $3.3M |
| Brightwater Advisory LLC | 2.18% | Reduce -0.8% | 48,224 | $3.3M |
| &partners | 0.02% | Add +245.2% | 48,067 | $3.3M |
| Sageworth Trust Co of South Dakota | 2.60% | Reduce -2.0% | 47,887 | $3.3M |
| Red Tortoise LLC | 1.35% | No change | 47,050 | $3.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | New | 46,864 | $3.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | No change | 46,861 | $3.2M |
| Oak Family Advisors, LLC | 0.99% | Add +1.3% | 46,756 | $3.2M |
| Rwa Wealth Partners, LLC | 0.03% | Add +3.0% | 46,347 | $3.2M |
| Epiq Partners, LLC | 1.52% | Add +32.7% | 46,303 | $3.2M |
| Simon Quick Advisors, LLC | 0.14% | Reduce -2.5% | 46,158 | $3.2M |
| Sharkey, Howes & Javer | 0.42% | New | 45,767 | $3.1M |
| Sierra Capital LLC | 0.34% | Reduce -19.3% | 45,494 | $3.1M |
| Harding Loevner LP | 0.03% | Reduce -84.3% | 44,490 | $3.0M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | No change | 44,407 | $3.0M |
| Graves Light Lenhart Wealth, Inc. | 0.31% | No change | 44,169 | $3.0M |
| Central Pacific Bank - Trust Division | 0.40% | Reduce -1.5% | 44,105 | $3.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -31.3% | 43,915 | $3.0M |
| Twin Peaks Wealth Advisors, LLC | 0.75% | Add +13.1% | 43,258 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 42,720 | $2.9M |
| Haverford Trust Co | 0.03% | No change | 42,607 | $2.9M |
| Chatterton & Associates Inc. | 2.03% | New | 40,202 | $2.9M |
| Philip James Wealth Mangement, LLC | 0.35% | Reduce -10.0% | 41,983 | $2.9M |
| Prosperity Consulting Group, LLC | 0.12% | Add +0.8% | 40,873 | $2.8M |
| City Holding Co. | 0.35% | Add +5.4% | 40,765 | $2.8M |
| Catalyst Financial Partners LLC | 0.33% | Add +30.2% | 40,374 | $2.8M |
| Syntax Research, Inc. | 1.75% | Reduce -2.1% | 40,104 | $2.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +201.4% | 39,077 | $2.7M |
| Bradley Foster & Sargent Inc. | 0.04% | Add +159.4% | 38,909 | $2.7M |
| WealthPoint Financial, LLC | 2.22% | New | 38,748 | $2.7M |
| First Citizens Bank & Trust Co. | 0.06% | Add +17.1% | 38,427 | $2.6M |
| Redwood Investment Management, LLC | 0.32% | New | 38,032 | $2.6M |
| Bush Investment Group, LLC | 1.40% | New | 37,537 | $2.6M |
| Atlas Legacy Advisors, LLC | 0.47% | Add +40.0% | 37,506 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.3% | 37,274 | $2.6M |
| Theory Financial LLC | 0.90% | New | 37,246 | $2.6M |
| JFS Wealth Advisors, LLC | 0.14% | Reduce -1.0% | 36,954 | $2.5M |
| First National Trust Co | 0.08% | Reduce -15.3% | 35,765 | $2.4M |
| Nixon Peabody Trust Co. | 0.19% | Add +7.5% | 35,690 | $2.4M |
| Park Edge Advisors, LLC | 0.56% | Reduce -29.9% | 35,311 | $2.4M |
| Astoria Strategic Wealth, Inc. | 0.59% | Reduce -0.1% | 34,121 | $2.3M |
| ARS Investment Partners, LLC | 0.12% | Add +107.7% | 34,058 | $2.3M |
| Fund Evaluation Group, LLC | 0.07% | Reduce -6.8% | 33,728 | $2.3M |
| BIP Wealth, LLC | 0.09% | Reduce -1.7% | 33,320 | $2.3M |
| RiverFront Investment Group, LLC | 0.04% | Reduce -1.9% | 33,172 | $2.3M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +32.6% | 33,094 | $2.3M |
| Allen Investment Management, LLC | 0.03% | No change | 32,989 | $2.3M |
| Oakworth Capital, Inc. | 0.12% | No change | 31,852 | $2.2M |
| Keel Point, LLC | 0.15% | Add +116.4% | 31,786 | $2.2M |
| Firethorn Wealth Partners, LLC | 0.79% | New | 31,268 | $2.1M |
| City of London Investment Management Co. Ltd. | 0.15% | New | 31,100 | $2.1M |
| West Paces Advisors Inc. | 0.41% | No change | 31,099 | $2.1M |
| Fortis Capital Advisors, LLC | 0.28% | Reduce -18.5% | 31,045 | $2.1M |
| Two Sigma Securities, LLC | 0.24% | New | 30,680 | $2.1M |
| Community Bank, N.A. | 0.25% | Reduce -1.3% | 30,588 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -13.4% | 30,351 | $2.1M |
| WealthPLAN Partners, LLC | 0.40% | New | 29,881 | $2.0M |
| Bedel Financial Consulting, Inc. | 0.23% | Add +1.1% | 29,394 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | New | 29,391 | $2.0M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.67% | New | 29,044 | $2.0M |
| Maia Wealth LLC | 0.33% | New | 28,825 | $2.0M |
| Wagner Wealth Management, Corp | 1.73% | New | 28,219 | $1.9M |
| Crestwood Advisors Group, LLC | 0.03% | New | 28,178 | $1.9M |
| NorthCoast Asset Management LLC | 0.04% | Add +12.9% | 28,060 | $1.9M |
| Ramirez Asset Management, Inc. | 0.23% | Reduce -31.2% | 27,921 | $1.9M |
| Hardy Reed LLC | 0.14% | No change | 27,858 | $1.9M |
| Strategic Blueprint, LLC | 0.11% | Add +37.0% | 27,684 | $1.9M |
| Chemung Canal Trust Co. | 0.38% | No change | 27,650 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | New | 27,093 | $1.9M |
| Cim, LLC | 0.26% | Add +0.0% | 26,597 | $1.8M |
| Navigation Group, LLC | 0.42% | — | 26,136 | $1.8M |
| Partners Capital Investment Group, LLP | 0.07% | Add +106.8% | 26,047 | $1.8M |
| Harbor Investment Advisory, LLC | 0.14% | Reduce -26.1% | 26,024 | $1.8M |
| Polen Capital Management LLC | 0.01% | Reduce -79.7% | 25,676 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Reduce -82.7% | 24,532 | $1.7M |
| Renaissance Technologies | 0.00% | Add +30.6% | 25,200 | $1.7M |
| Flputnam Investment Management Co. | 0.03% | Reduce -5.4% | 24,993 | $1.7M |
| DKM Wealth Management, Inc. | 1.23% | Add +38.7% | 24,880 | $1.7M |
| XY Planning Network, Inc. | 0.27% | New | 24,396 | $1.7M |
| AQR Capital Management | 0.00% | Reduce -7.3% | 24,574 | $1.7M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +0.6% | 24,337 | $1.7M |
| Shrier Wealth Management, LLC | 0.61% | No change | 24,131 | $1.7M |
| Leo Wealth, LLC | 0.12% | Add +2.2% | 24,117 | $1.7M |
| Cassaday & Co Wealth Management LLC | 0.04% | No change | 24,094 | $1.6M |
| Nwam LLC | 0.09% | Add +80.9% | 23,663 | $1.6M |
| Wealthgarden F.S. LLC | 1.10% | New | 23,637 | $1.6M |
| UMB Bank, n.a. | 0.02% | No change | 23,306 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.05% | New | 22,929 | $1.6M |
| Midland Wealth Advisors, LLC | 0.08% | Reduce -6.9% | 22,866 | $1.6M |
| Compound Planning, Inc. | 0.05% | New | 22,574 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Reduce -68.5% | 22,256 | $1.5M |
| WealthTrak Capital Management LLC | 1.08% | New | 22,103 | $1.5M |
| Topsail Wealth Management, LLC | 0.22% | No change | 21,949 | $1.5M |
| Consilio Wealth Advisors, LLC | 0.44% | No change | 21,906 | $1.5M |
| Orrstown Financial Services Inc. | 0.25% | Reduce -41.9% | 21,899 | $1.5M |
| Merkkuri Wealth Advisors LLC | 0.99% | New | 21,732 | $1.5M |
| Oak Associates Ltd. | 0.10% | No change | 21,658 | $1.5M |
| OFS Enterprise LLC | 0.44% | — | 21,652 | $1.5M |
| Legacy Advisors, LLC | 0.17% | Reduce -3.6% | 21,431 | $1.5M |
| Pennington Partners & Co., LLC | 0.50% | Add +5.7% | 21,323 | $1.5M |
| Callan Family Office, LLC | 0.03% | Reduce -89.3% | 21,232 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 21,099 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 21,057 | $1.4M |
| Sutton Place Investors LLC | 0.77% | New | 20,623 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +8182.1% | 20,374 | $1.4M |
| Verus Capital Partners, LLC | 0.10% | New | 20,312 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -16.7% | 20,227 | $1.4M |
| Vann Equity Management LLC | 0.98% | — | 20,152 | $1.4M |
| Gutierrez Wealth Advisory, LLC | 0.86% | No change | 20,140 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +38.8% | 20,144 | $1.4M |
| First Horizon Corp. | 0.06% | Reduce -5.1% | 19,988 | $1.4M |
| Stonebridge Capital Advisors LLC | 0.10% | Reduce -3.1% | 19,825 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +8.4% | 19,534 | $1.3M |
| Mgo One Seven LLC | 0.03% | New | 19,443 | $1.3M |
| Signet Private Wealth LLC | 1.25% | New | 19,141 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 18,990 | $1.3M |
| SCS Capital Management LLC | 0.01% | No change | 18,983 | $1.3M |
| Webster Bank, N. A. | 0.12% | Add +2.0% | 18,330 | $1.3M |
| Nicholas Hoffman & Company, LLC. | 0.03% | New | 18,325 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Add +406.1% | 18,221 | $1.2M |
| Encompass Wealth Advisors, LLC | 0.43% | No change | 18,012 | $1.2M |
| Hopwood Nicholas Hunter | 0.39% | Add +22.5% | 17,925 | $1.2M |
| Choreo, LLC | 0.01% | Add +13.2% | 17,663 | $1.2M |
| Dudley Capital Management, LLC | 0.52% | New | 17,351 | $1.2M |
| Heck Capital Advisors, LLC | 0.09% | Add +37.0% | 17,294 | $1.2M |
| Power Wealth Management LLC | 0.44% | Add +0.9% | 17,076 | $1.2M |
| Petredis Investment Advisors LLC | 0.10% | Reduce -5.8% | 16,960 | $1.2M |
| Mirador Capital Partners LP | 0.16% | Add +10.8% | 16,685 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | Add +41.7% | 15,802 | $1.1M |
| Highland Capital Management, LLC | 0.06% | Reduce -25.6% | 16,526 | $1.1M |
| Measured Wealth Private Client Group, LLC | 0.30% | Add +0.6% | 16,307 | $1.1M |
| First City Capital Management, Inc. | 0.59% | Add +31.0% | 16,250 | $1.1M |
| Jordan Park Group LLC | 0.06% | No change | 16,000 | $1.1M |
| High Probability Advisors, LLC | 0.14% | Add +0.3% | 15,964 | $1.1M |
| Fulton Bank, N.A. | 0.04% | New | 15,609 | $1.1M |
| Washington Capital Management, Inc. | 0.90% | Reduce -54.3% | 15,606 | $1.1M |
| Aries Wealth Management | 0.23% | Add +36.6% | 15,436 | $1.1M |
| IMA Advisory Services, Inc. | 0.10% | No change | 15,143 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +8.5% | 15,100 | $1.0M |
| Barclays PLC | 0.00% | New | 15,000 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +102.9% | 14,963 | $1.0M |
| Catalina Capital Group, LLC | 0.62% | New | 14,870 | $1.0M |
| Hudson Edge Investment Partners Inc. | 0.15% | New | 14,722 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Add +1.7% | 14,688 | $1.0M |
| Tempus Wealth Planning, LLC | 0.23% | New | 14,588 | $999K |
| Evolve Private Wealth, LLC | 0.05% | Add +25.1% | 14,566 | $997K |
| Unconventional Investor, LLC | 0.45% | No change | 13,940 | $954K |
| RDA Financial Network | 0.24% | New | 13,900 | $952K |
| Cullen Capital Management, LLC | 0.01% | Reduce -92.6% | 13,806 | $945K |
| Harbor Advisory Corp. | 0.28% | Add +97.1% | 13,795 | $945K |
| Elevation Wealth Management LLC | 0.87% | Add +34.8% | 13,760 | $942K |
| Centurion Wealth Management LLC | 0.21% | New | 13,629 | $933K |
| GatePass Capital, LLC | 0.46% | New | 13,507 | $925K |
| Ironwood Investment Counsel, LLC | 0.13% | No change | 13,349 | $914K |
| Barnes Dennig Private Wealth Management LLC | 0.90% | Reduce -2.1% | 13,199 | $904K |
| Sanchez Gaunt Capital Management, LLC | 0.55% | — | 12,961 | $887K |
| GeoWealth Management, LLC | 0.03% | New | 12,917 | $884K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +24.6% | 12,884 | $882K |
| Clare Market Investments LLC | 0.18% | — | 12,830 | $878K |
| Harbour Investments, Inc. | 0.01% | Add +85206.7% | 12,796 | $876K |
| Wealthspire Advisors, LLC | 0.01% | No change | 12,784 | $875K |
| United Capital Financial Advisors, LLC | 0.01% | Add +94.8% | 12,766 | $874K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.76% | Add +4.2% | 12,550 | $859K |
| Pictet North America Advisors SA | 0.08% | No change | 12,450 | $852K |
| Fort Sheridan Advisors LLC | 0.10% | New | 12,417 | $850K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +141.2% | 12,350 | $846K |
| Security National Bank | 0.12% | Add +9.2% | 12,301 | $842K |
| LongView Wealth Management | 0.21% | Add +35.9% | 11,422 | $841K |
| Oarsman Capital, Inc. | 0.10% | Reduce -6.6% | 12,253 | $839K |
| Lakeshore Capital Group, Inc. | 0.68% | Add +0.1% | 12,244 | $838K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +151.7% | 12,107 | $829K |
| Creative Financial Designs Inc. | 0.05% | Add +12927.8% | 11,725 | $803K |
| Advance Capital Management, Inc. | 0.03% | Reduce -24.1% | 11,643 | $797K |
| Beacon Financial Advisory LLC | 0.18% | New | 11,637 | $797K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -1.5% | 11,632 | $796K |
| ABLE Financial Group, LLC | 0.16% | No change | 11,608 | $795K |
| Weil Company, Inc. | 0.18% | Add +26.1% | 11,604 | $795K |
| Midwest Trust Co | 0.01% | Add +3.0% | 11,531 | $790K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +46.3% | 11,444 | $784K |
| Canopy Partners, LLC | 0.27% | No change | 11,437 | $783K |
| Integrated Wealth Concepts LLC | 0.01% | Add +148.3% | 11,312 | $775K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +155.5% | 11,201 | $767K |
| Essential Investment Partners LLC | 0.71% | Reduce -11.8% | 11,200 | $767K |
| Fiducient Advisors LLC | 0.10% | No change | 11,181 | $766K |
| Advisor OS, LLC | 0.06% | New | 11,180 | $765K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +22.4% | 11,107 | $760K |
| Cahill Financial Advisors Inc. | 0.08% | No change | 10,999 | $753K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +242.7% | 10,950 | $750K |
| Chesapeake Asset Management LLC | 0.60% | No change | 10,935 | $749K |
| Simplicity Wealth,LLC | 0.04% | New | 10,755 | $736K |
| Lavelle Capital LP | 0.46% | New | 10,733 | $735K |
| Kickstand Ventures, Llc. | 0.15% | New | 10,695 | $732K |
| Valtrion Capital Management, LLC | 0.69% | Reduce -34.4% | 10,663 | $730K |
| Pacific Excel Wealth Advisors, Inc. | 0.76% | New | 10,616 | $727K |
| Evoke Wealth, LLC | 0.01% | No change | 10,607 | $726K |
| Meridian Wealth Management, LLC | 0.03% | Add +26.4% | 10,547 | $722K |
| Apeiron RIA LLC | 0.17% | New | 10,480 | $718K |
| Principal Securities, Inc. | 0.01% | Add +37.9% | 10,472 | $717K |
| Dimension Capital Management LLC | 0.10% | Add +57.3% | 10,345 | $708K |
| Summit Trail Advisors, LLC | 0.01% | New | 10,319 | $707K |
| Flagstar Securities, Inc. | 0.26% | Reduce -10.0% | 10,308 | $706K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.37% | Reduce -15.8% | 10,260 | $702K |
| Savvy Advisors, Inc. | 0.02% | Reduce -9.0% | 10,225 | $700K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | New | 10,193 | $697K |
| Palatine Hill Wealth Management, LLC | 0.61% | Add +0.1% | 10,178 | $697K |
| MN Wealth Advisors, LLC | 0.34% | New | 10,142 | $694K |
| Sigma Planning Corp | 0.02% | Reduce -10.4% | 10,139 | $694K |
| Parkway Wealth Management Group, LLC | 0.09% | New | 9,527 | $687K |
| October Effect Ltd | 0.79% | Add +6.7% | 10,031 | $687K |
| Bleakley Financial Group, LLC | 0.01% | New | 10,012 | $686K |
| Operose Advisors LLC | 0.16% | Add +57.0% | 9,980 | $683K |
| Visionary Wealth Advisors | 0.03% | Add +67.5% | 9,971 | $683K |
| Next Capital Management LLC | 0.21% | No change | 9,959 | $682K |
| WBH Advisory Inc. | 0.05% | Add +4.0% | 9,730 | $675K |
| Magnus Financial Group LLC | 0.05% | Add +60.9% | 9,747 | $667K |
| Williams & Novak, LLC | 0.50% | No change | 9,565 | $664K |
| McAdam, LLC | 0.03% | No change | 9,686 | $663K |
| MAI Capital Management | 0.00% | Add +5.7% | 9,609 | $658K |
| SlateStone Wealth, LLC | 0.05% | Add +22.1% | 9,601 | $657K |
| Colton Groome Financial Advisors, LLC | 0.18% | Reduce -7.7% | 9,480 | $649K |
| StoneX Group Inc. | 0.03% | Add +35.4% | 9,594 | $647K |
| Lantern Wealth Advisors, LLC | 0.33% | New | 9,442 | $646K |
| Level Four Advisory Services, LLC | 0.02% | No change | 9,434 | $646K |
| Greenwood Capital Associates LLC | 0.07% | New | 9,370 | $642K |
| Philadelphia Trust Co. | 0.04% | No change | 9,115 | $624K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.1% | 9,012 | $617K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +610.6% | 8,882 | $608K |
| Cynosure Group, LLC | 0.08% | No change | 8,794 | $602K |
| New England Professional Planning Group Inc. | 0.25% | No change | 8,757 | $600K |
| Vident Advisory, LLC | 0.01% | Reduce -3.2% | 8,689 | $595K |
| State of Wyoming | 0.07% | Reduce -79.0% | 8,676 | $594K |
| Joel Adams & Associates, Inc. | 0.44% | No change | 8,646 | $592K |
| Silverlake Wealth Management LLC | 0.12% | Add +92.3% | 8,632 | $591K |
| OMNI 360 Wealth, Inc. | 0.30% | New | 8,629 | $591K |
| Indivisible Partners | 0.05% | Reduce -4.0% | 8,620 | $590K |
| Mutual Advisors, LLC | 0.01% | Add +91.5% | 8,508 | $583K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -25.6% | 8,469 | $580K |
| Gladwyn Financial Advisors, Inc. | 0.40% | No change | 8,397 | $575K |
| Kintra Wealth, LLC | 0.04% | New | 8,363 | $573K |
| Eagle Rock Investment Company, LLC | 0.08% | No change | 8,300 | $568K |
| Brighton Jones LLC | 0.01% | New | 8,295 | $568K |
| Empower Advisory Group, LLC | 0.00% | Reduce -49.6% | 8,290 | $568K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -85.8% | 8,211 | $562K |
| Focus Financial Network, Inc. | 0.02% | Reduce -20.0% | 8,118 | $556K |
| Maripau Wealth Management LLC | 0.24% | New | 8,072 | $553K |
| Signal Advisors Wealth, LLC | 0.04% | New | 8,072 | $553K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,000 | $548K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -2.6% | 7,981 | $546K |
| Phillips Financial Management, LLC | 0.04% | No change | 7,951 | $544K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 7,943 | $544K |
| Loudon Investment Management, LLC | 0.29% | Add +0.3% | 7,926 | $543K |
| IHT Wealth Management, LLC | 0.01% | New | 7,850 | $537K |
| HB Wealth Management, LLC | 0.00% | No change | 7,808 | $535K |
| Vista Finance, LLC | 0.42% | Add +121.9% | 7,765 | $532K |
| Morangie Management LLC | 0.48% | No change | 7,681 | $526K |
| Fortune Financial Group, Inc. | 0.47% | Reduce -43.5% | 7,664 | $525K |
| Avestar Capital, LLC | 0.04% | Reduce -1.2% | 7,647 | $524K |
| Sepio Capital, LP | 0.03% | New | 7,619 | $522K |
| Members Trust Co | 0.02% | No change | 7,616 | $521K |
| Main Management LLC | 0.04% | No change | 7,597 | $520K |
| Fulcrum Equity Management | 0.51% | New | 7,589 | $520K |
| Mairs & Power Inc. | 0.01% | Reduce -22.6% | 7,550 | $517K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -0.0% | 7,530 | $516K |
| BigSur Wealth Management LLC | 0.14% | New | 7,500 | $514K |
| Elgethun Capital Management | 0.09% | No change | 7,500 | $514K |
| Perigon Wealth Management, LLC | 0.01% | Add +11.8% | 7,491 | $513K |
| Caliber Wealth Management, LLC / KS | 0.06% | New | 7,469 | $511K |
| CNB Bank | 0.21% | No change | 7,392 | $506K |
| Runnymede Capital Advisors, Inc. | 0.43% | New | 7,354 | $504K |
| Requisite Capital Management, LLC | 0.09% | No change | 7,322 | $501K |
| Resurgent Financial Advisors LLC | 0.18% | New | 7,309 | $500K |
| Eagle Strategies LLC | 0.06% | Add +17.5% | 7,307 | $500K |
| Michels Family Financial, LLC | 0.36% | Reduce -0.6% | 7,235 | $495K |
| Nottingham Advisors, Inc. | 0.06% | No change | 7,100 | $486K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 7,100 | $486K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 7,057 | $483K |
| OneDigital Investment Advisors LLC | 0.00% | Add +109.1% | 7,015 | $480K |
| Regimen Wealth, LLC | 0.14% | No change | 7,012 | $480K |
| Silvia McColl Wealth Management, LLC | 0.32% | No change | 7,000 | $479K |
| Isthmus Partners, LLC | 0.05% | New | 6,937 | $475K |
| Sowell Financial Services LLC | 0.02% | Reduce -2.6% | 6,927 | $474K |
| Naples Global Advisors, LLC | 0.03% | Add +4.6% | 6,870 | $470K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.3% | 6,852 | $469K |
| West Branch Capital LLC | 0.12% | Add +6.2% | 6,815 | $467K |
| Proathlete Wealth Management LLC | 0.13% | No change | 6,712 | $460K |
| O'Connor Financial Group LLC | 0.19% | Add +0.1% | 6,669 | $457K |
| Well Done, LLC | 0.07% | Add +16.4% | 6,651 | $455K |
| Koshinski Asset Management, Inc. | 0.03% | New | 6,619 | $453K |
| Soltis Investment Advisors LLC | 0.03% | Add +19.9% | 6,574 | $450K |
| Seascape Capital Management | 0.13% | No change | 6,569 | $450K |
| Maple Capital Management, Inc. | 0.03% | Reduce -6.8% | 6,558 | $449K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +24.7% | 6,504 | $445K |
| Madison Wealth Partners, Inc | 0.07% | Add +14.1% | 6,468 | $443K |
| Nordwand Advisors, LLC | 0.08% | Add +2.8% | 6,335 | $434K |
| National Philanthropic Trust | 0.00% | No change | 6,331 | $433K |
| Plan A Wealth LLC | 0.20% | Reduce -1.4% | 6,211 | $425K |
| PFG Investments, LLC | 0.02% | New | 6,142 | $421K |
| MSH Capital Advisors LLC | 0.09% | New | 6,137 | $420K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -23.8% | 6,127 | $420K |
| Gables Capital Management Inc. | 0.18% | No change | 6,100 | $418K |
| Bedell Frazier Investment Counselling, LLC | 0.08% | Add +5.6% | 6,077 | $416K |
| Summit Financial, LLC | 0.01% | New | 6,066 | $415K |
| GenTrust, LLC | 0.02% | No change | 6,000 | $411K |
| Sargent Investment Group, LLC | 0.05% | New | 5,937 | $407K |
| Karpus Management, Inc. | 0.01% | No change | 5,935 | $406K |
| PlanVest Financial, Inc | 0.31% | — | 5,923 | $406K |
| First Business Financial Services, Inc. | 0.04% | No change | 5,905 | $404K |
| Saxon Interests, Inc. | 0.14% | No change | 5,750 | $394K |
| Three Bridge Wealth Advisors, LLC | 0.11% | New | 5,740 | $393K |
| Composition Wealth, LLC | 0.01% | New | 5,734 | $393K |
| Forum Financial Management, LP | 0.01% | No change | 5,724 | $392K |
| Landaas & Co. /Wi | 0.09% | No change | 5,660 | $388K |
| Aptus Capital Advisors, LLC | 0.00% | Add +202.2% | 5,624 | $385K |
| Private Trust Co. NA | 0.03% | No change | 5,533 | $379K |
| Headlands Technologies LLC | 0.04% | Reduce -14.1% | 5,530 | $379K |
| IFP Advisors, Inc | 0.01% | Add +3.8% | 5,463 | $374K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +77.6% | 5,402 | $370K |
| Keybank National Association | 0.00% | Reduce -18.4% | 5,370 | $368K |
| Guardsman Private Capital Management, Inc. | 0.29% | Add +0.0% | 5,351 | $366K |
| Alpha Financial Partners LLC | 0.22% | Reduce -18.4% | 5,333 | $365K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,291 | $362K |
| Colter Lewis Investment Partners LLC | 0.33% | No change | 5,200 | $356K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -1.6% | 5,101 | $349K |
| PFG Advisors | 0.02% | Reduce -2.1% | 5,060 | $346K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 5,041 | $345K |
| Waldron Private Wealth LLC | 0.01% | Add +1.2% | 5,031 | $344K |
| Fragasso Financial Advisors Inc | 0.02% | New | 4,902 | $340K |
| Pinnacle Family Advisors, LLC | 0.16% | New | 4,860 | $333K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -0.2% | 4,850 | $332K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,829 | $331K |
| BBR Partners, LLC | 0.02% | No change | 4,793 | $328K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -1.6% | 4,770 | $327K |
| Guidance Point Advisors, LLC | 0.08% | Add +0.3% | 4,758 | $326K |
| Hirtle & Co., LLC | 0.01% | New | 4,745 | $325K |
| Kaizen Financial Strategies | 0.14% | No change | 4,420 | $325K |
| Camelot Technology Advisors, Inc. | 0.24% | Reduce -10.2% | 4,731 | $324K |
| Claro Advisors Inc. | 0.04% | Reduce -6.2% | 4,662 | $319K |
| National Bank of Canada | 0.00% | Add +141.9% | 4,606 | $316K |
| Founders Financial Alliance, LLC | 0.06% | Add +288.4% | 4,602 | $315K |
| Old National Bancorp | 0.01% | No change | 4,600 | $315K |
| Beacon Financial Group | 0.03% | New | 4,568 | $313K |
| EP Wealth Advisors, LLC | 0.00% | Add +38.0% | 4,563 | $312K |
| JT Stratford LLC | 0.04% | Add +2.3% | 4,497 | $308K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 4,413 | $302K |
| Rehmann Capital Advisory Group | 0.02% | No change | 4,400 | $301K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 4,363 | $299K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,348 | $298K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 4,415 | $296K |
| Florida Financial Advisors, LLC | 0.07% | Reduce -5.8% | 4,274 | $293K |
| CoreCap Advisors, LLC | 0.01% | Add +106.7% | 4,265 | $292K |
| Aviance Capital Partners, LLC | 0.03% | No change | 4,263 | $292K |
| Financially in Tune, LLC | 0.25% | Reduce -2.3% | 4,258 | $292K |
| Kelsey Financial, LLC | 0.25% | No change | 4,183 | $286K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.07% | No change | 3,930 | $285K |
| TD Private Client Wealth LLC | 0.01% | Reduce -6.0% | 4,154 | $284K |
| Blue Square Asset Management, LLC | 0.13% | New | 4,100 | $281K |
| Transcend Capital Advisors, LLC | 0.02% | New | 4,075 | $279K |
| Larch Capital Partners LLC | 0.04% | New | 4,068 | $279K |
| BridgePort Financial Solutions, LLC | 0.08% | Add +26.8% | 4,066 | $278K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 4,056 | $278K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +15.7% | 4,050 | $277K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 3,747 | $275K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -41.1% | 3,954 | $271K |
| HM Payson & Co. | 0.00% | No change | 3,920 | $268K |
| Regal Investment Advisors LLC | 0.02% | New | 3,914 | $268K |
| Opulen Financial Group LLC | 0.19% | Add +3.0% | 3,888 | $266K |
| Empirical Asset Management, LLC | 0.07% | New | 3,832 | $262K |
| Archer Investment Management, LLC | 0.11% | Reduce -0.9% | 3,766 | $258K |
| First Financial Bank - Trust Division | 0.02% | Add +2.9% | 3,758 | $257K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Reduce -6.9% | 3,753 | $257K |
| Bensler, LLC | 0.03% | No change | 3,730 | $255K |
| J.Safra Asset Management Corp | 0.01% | Reduce -0.5% | 3,718 | $255K |
| Wellspring Financial Advisors, LLC | 0.02% | New | 3,715 | $254K |
| Councilmark Asset Management, LLC | 0.14% | No change | 3,650 | $250K |
| Cozad Asset Management Inc. | 0.02% | Add +18.1% | 3,591 | $246K |
| OneAscent Financial Services LLC | 0.01% | New | 3,573 | $245K |
| Riverwater Partners LLC | 0.08% | Reduce -1.2% | 3,552 | $243K |
| Laurel Oak Wealth Management, LLC | 0.04% | No change | 3,552 | $243K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 3,538 | $242K |
| Sterling Investment Counsel, LLC | 0.07% | No change | 3,533 | $242K |
| South Shore Capital Advisors | 0.18% | Add +16.0% | 3,501 | $240K |
| Fogel Capital Management, Inc. | 0.11% | No change | 3,430 | $235K |
| Berman McAleer LLC | 0.03% | No change | 3,410 | $233K |
| Interactive Financial Advisors, Inc. | 0.15% | Reduce -2.8% | 3,352 | $230K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,351 | $229K |
| Sovran Advisors, LLC | 0.02% | New | 3,096 | $228K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 3,289 | $225K |
| Aureus Asset Management, LLC | 0.01% | New | 3,258 | $223K |
| WealthShield Partners, LLC | 0.02% | No change | 3,255 | $223K |
| PUREfi Wealth, LLC | 0.15% | New | 3,245 | $222K |
| Norris Perne & French LLP | 0.01% | Reduce -2.0% | 3,243 | $222K |
| Foster Victor Wealth Advisors, LLC | 0.01% | New | 3,015 | $222K |
| Twin Focus Capital Partners, LLC | 0.03% | Add +5.1% | 3,240 | $222K |
| Breakwater Capital Group | 0.03% | Reduce -2.7% | 3,216 | $220K |
| Cibc World Market Inc. | 0.00% | New | 3,123 | $214K |
| SigFig Wealth Management, LLC | 0.01% | New | 3,115 | $213K |
| American Capital Management Inc. | 0.01% | New | 3,040 | $208K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 3,030 | $207K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 3,025 | $207K |
| Northeast Planning Associates, Inc. / NH / | 0.14% | No change | 3,012 | $206K |
| Managed Asset Portfolios, LLC | 0.02% | No change | 3,000 | $205K |
| Park National Corp. | 0.01% | New | 3,000 | $205K |
| Capital Investment Management, Inc. | 0.07% | New | 2,975 | $204K |
| Hamrick Investment Counsel, llc | 0.11% | New | 2,970 | $203K |
| Allianz SE | 0.00% | Add +19.6% | 2,963 | $203K |
| Rothschild Wealth LLC | 0.02% | New | 2,940 | $201K |
| Accredited Investors Inc. | 0.01% | New | 2,939 | $201K |
| Morton Brown Family Wealth, LLC | 0.05% | No change | 2,698 | $185K |
| AlphaCore Capital LLC | 0.00% | Reduce -1.6% | 2,695 | $185K |
| MCF Advisors LLC | 0.01% | No change | 2,605 | $178K |
| Napier Financial, LLC | 0.04% | New | 2,483 | $170K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 2,472 | $169K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +4.4% | 2,364 | $161K |
| Activest Wealth Management | 0.03% | Add +25.0% | 2,253 | $154K |
| GAMMA Investing LLC | 0.01% | Reduce -0.1% | 2,067 | $142K |
| Independence Bank of Kentucky | 0.02% | No change | 1,876 | $128K |
| Arax Advisory Partners | 0.00% | Reduce -10.1% | 1,763 | $121K |
| Signature Equity Partners, LLC | 0.06% | Add +7.7% | 1,656 | $113K |
| Acumen Wealth Advisors, LLC | 0.03% | Add +20.4% | 1,555 | $106K |
| Angeles Wealth Management, LLC | 0.01% | Add +12.2% | 1,548 | $106K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -71.2% | 1,477 | $101K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -40.6% | 1,296 | $96K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,397 | $96K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.7% | 1,442 | $96K |
| Single Point Partners, LLC | 0.02% | No change | 10,825 | $85K |
| Breakwater Investment Management | 0.03% | No change | 1,155 | $79K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -1.1% | 1,159 | $79K |
| Howe & Rusling Inc. | 0.01% | Reduce -38.4% | 1,146 | $78K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,122 | $77K |
| Strengthening Families & Communities, LLC | 0.02% | New | 1,043 | $71K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,000 | $68K |
| CX Institutional | 0.00% | No change | 950 | $65K |
| Clearstead Trust, LLC | 0.01% | No change | 935 | $64K |
| 10Elms LLP | 0.04% | No change | 933 | $64K |
| Montag A & Associates Inc. | 0.00% | No change | 859 | $59K |
| Grove Bank & Trust | 0.01% | Add +57.7% | 765 | $52K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 697 | $48K |
| Wellington-Altus USA Inc. | 0.03% | No change | 616 | $47K |
| Signature Resources Capital Management, LLC | 0.02% | Add +2624.0% | 681 | $47K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 606 | $41K |
| Comprehensive Financial Planning, Inc. | 0.03% | No change | 581 | $40K |
| TFC Financial Management, Inc. | 0.00% | Add +124.8% | 562 | $38K |
| Archer Investment Corp | 0.01% | Reduce -31.3% | 550 | $38K |
| Golden State Wealth Management, LLC | 0.00% | No change | 536 | $37K |
| New Republic Capital, LLC | 0.01% | New | 535 | $37K |
| Destiny Wealth Partners, LLC | 0.00% | New | 533 | $36K |
| Copia Wealth Management | 0.02% | No change | 530 | $36K |
| Park Place Capital Corp | 0.01% | New | 519 | $36K |
| Caitlin John, LLC | 0.02% | No change | 500 | $34K |
| Rossmore Private Capital | 0.00% | No change | 500 | $34K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 499 | $34K |
| International Assets Investment Management, LLC | 0.00% | Add +5.7% | 464 | $32K |
| Mascoma Wealth Management LLC | 0.01% | No change | 465 | $32K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 430 | $31K |
| Financial Perspectives, Inc | 0.01% | Add +99.1% | 450 | $31K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 419 | $29K |
| LRI Investments, LLC | 0.00% | Reduce -48.7% | 391 | $27K |
| Noble Wealth Management PBC | 0.01% | No change | 386 | $26K |
| Allworth Financial LP | 0.00% | Add +338.4% | 320 | $22K |
| Motco | 0.00% | No change | 310 | $21K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -12.6% | 306 | $21K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 286 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 264 | $18K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 258 | $18K |
| Covestor Ltd | 0.01% | New | 249 | $17K |
| Centennial Bank | 0.01% | No change | 209 | $14K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 197 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 194 | $13K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 182 | $12K |
| Vanguard Advisers Inc. | 0.00% | — | 160 | $11K |
| Cornerstone Financial Management LLC | 0.01% | No change | 157 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 157 | $11K |
| Ancora Advisors LLC | 0.00% | No change | 156 | $11K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 145 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 144 | $10K |
| Global Wealth Strategies & Associates | 0.00% | New | 140 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 129 | $9K |
| EPG Wealth Management LLC | 0.00% | No change | 117 | $8K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 116 | $8K |
| Pioneer Family Office, LLC | 0.01% | New | 110 | $8K |
| Clear Investment Research, LLC | 0.01% | New | 97 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +1.1% | 95 | $7K |
| JPL Wealth Management, LLC | 0.00% | New | 94 | $6K |
| CKW Financial Group | 0.00% | No change | 90 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 77 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 77 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +18.0% | 59 | $4K |
| Smithfield Trust Co | 0.00% | No change | 61 | $4K |
| SHP Wealth Management | 0.00% | Add +78.1% | 57 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 40 | $3K |
| Bfsg, LLC | 0.00% | No change | 32 | $2K |
| NFSG Corp | 0.00% | No change | 27 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 25 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 20 | $1K |
| Raleigh Capital Management Inc. | 0.00% | New | 19 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 1 | $68 |
"% of holder's portfolio" is ACWX's weight in each manager's 13F, not the share of iShares MSCI Acwi Ex US ETF the manager owns.