iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q2 2024 (June 30)521holders +16
36new positions
25sold out
1famous investor
$103.82avg. 13F price*
At the end of Q2 2024, 521 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 16 from Q1 2024. 36 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($494.8M), Envestnet Asset Management Inc. ($251.3M) and Bank of America Corp. ($169.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares ESG MSCI KLD 400 ETF
- CUSIP
- 464288570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $23.5M |
| Exits | 25 | $18.6M |
All 13F filers, Q1 2024 → Q2 2024: 987,886 shares bought and 758,106 shares sold, net +229,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 521 holders
| Morgan Stanley | 0.04% | Add +4.7% | 4,764,450 | $494.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +0.1% | 2,419,750 | $251.3M |
| Bank of America Corp. | 0.02% | Add +4.3% | 1,632,633 | $169.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.1% | 1,547,394 | $160.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.5% | 1,000,862 | $103.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.9% | 949,231 | $98.6M |
| LPL Financial LLC | 0.04% | Add +2.4% | 833,826 | $86.6M |
| Syntrinsic LLC | 27.72% | Add +1.7% | 804,959 | $83.5M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Reduce -0.7% | 697,971 | $72.5M |
| UBS Group AG | 0.02% | Reduce -5.9% | 492,226 | $51.1M |
| Betterment LLC | 0.12% | Reduce -8.8% | 447,015 | $46.4M |
| Mariner, LLC | 0.06% | Add +1.3% | 304,195 | $31.6M |
| Sei Investments Co. | 0.04% | Reduce -10.8% | 275,690 | $28.6M |
| National Philanthropic Trust | 0.53% | Add +2.5% | 267,021 | $27.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -21.4% | 266,602 | $27.7M |
| Cerity Partners LLC | 0.08% | Add +1.4% | 266,486 | $27.7M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 260,983 | $27.1M |
| Osaic Holdings, Inc. | 0.06% | Add +16.2% | 245,309 | $25.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.9% | 217,580 | $22.6M |
| Truist Financial Corp. | 0.03% | Reduce -1.8% | 204,946 | $21.3M |
| Park Avenue Securities LLC | 0.25% | Add +1.4% | 198,196 | $20.6M |
| Creative Planning | 0.02% | Reduce -1.5% | 185,675 | $19.3M |
| US Bancorp \de | 0.02% | Reduce -0.4% | 175,647 | $18.2M |
| Dunhill Financial, LLC | 10.70% | Reduce -5.4% | 165,970 | $17.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +8.0% | 155,801 | $16.2M |
| Cetera Investment Advisers | 0.04% | Reduce -0.9% | 150,392 | $15.6M |
| Captrust Financial Advisors | 0.05% | Add +3.2% | 150,085 | $15.6M |
| MML Investors Services, LLC | 0.06% | Reduce -5.0% | 149,931 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 146,947 | $15.3M |
| Fiduciary Trust Co | 0.23% | Reduce -0.3% | 146,169 | $15.2M |
| Private Advisor Group, LLC | 0.09% | Reduce -1.8% | 133,233 | $13.8M |
| Ameritas Advisory Services, LLC | 0.51% | Add +4.7% | 130,814 | $13.6M |
| Cwm, LLC | 0.06% | Reduce -18.0% | 127,073 | $13.2M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.0% | 126,982 | $13.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +31.5% | 125,919 | $13.1M |
| Francis Financial, Inc. | 3.86% | Reduce -8.2% | 122,254 | $12.7M |
| Gemmer Asset Management LLC | 1.34% | Add +9.7% | 120,532 | $12.5M |
| Manchester Capital Management LLC | 1.49% | Reduce -4.2% | 119,013 | $12.4M |
| Mascoma Wealth Management LLC | 2.95% | Add +4.1% | 107,188 | $11.1M |
| Hill Island Financial LLC | 3.55% | Reduce -0.1% | 104,513 | $10.9M |
| Focus Partners Wealth | 0.04% | Add +106.5% | 101,904 | $10.6M |
| Advisory Services Network, LLC | 0.20% | Reduce -3.6% | 94,466 | $9.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +14.5% | 93,018 | $9.7M |
| PFG Investments, LLC | 0.65% | Reduce -5.8% | 87,517 | $9.1M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -0.2% | 84,418 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +17.4% | 84,233 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Add +4.1% | 82,534 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -5.7% | 82,470 | $8.6M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -2.7% | 82,292 | $8.5M |
| Composition Wealth, LLC | 0.21% | Add +2.6% | 81,959 | $8.5M |
| Trillium Asset Management, LLC | 0.20% | Add +44.1% | 77,090 | $8.0M |
| Choreo, LLC | 0.13% | Add +0.0% | 71,949 | $7.5M |
| Comerica Bank | 0.03% | Add +0.1% | 69,163 | $7.2M |
| SageView Advisory Group, LLC | 0.44% | New | 67,467 | $7.0M |
| Strategic Point Investment Advisors, LLC | 1.20% | Reduce -0.4% | 64,410 | $6.7M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 60,268 | $6.3M |
| Bank of Montreal | 0.00% | Reduce -1.3% | 58,446 | $6.1M |
| Cresset Asset Management, LLC | 0.02% | Add +98.7% | 56,374 | $5.9M |
| One Wealth Advisors, LLC | 1.25% | Reduce -3.3% | 58,039 | $5.8M |
| Johnson Financial Group, Inc. | 0.28% | Reduce -3.1% | 54,822 | $5.7M |
| Gradient Investments LLC | 0.12% | Add +1.1% | 52,633 | $5.5M |
| SOA Wealth Advisors, LLC. | 1.09% | Reduce -13.1% | 52,032 | $5.4M |
| Fifth Third Wealth Advisors LLC | 0.41% | Add +0.6% | 51,609 | $5.4M |
| Brio Consultants, LLC | 0.87% | Add +7.6% | 50,538 | $5.2M |
| Dohj, LLC | 1.24% | Add +0.1% | 47,793 | $5.0M |
| United Capital Financial Advisors, LLC | 0.04% | Add +11.1% | 47,521 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.4% | 47,221 | $4.9M |
| Litman Gregory Wealth Management LLC | 0.42% | Add +2.3% | 45,840 | $4.8M |
| NorthCoast Asset Management LLC | 0.04% | New | 45,097 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -3.9% | 44,700 | $4.6M |
| Blair William & Co. | 0.01% | Add +5.2% | 43,778 | $4.5M |
| Headinvest, LLC | 0.88% | Add +3.4% | 43,008 | $4.5M |
| Bremer Bank National Association | 0.83% | Reduce -3.1% | 41,054 | $4.3M |
| First Affirmative Financial Network | 2.94% | Add +0.3% | 40,768 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -7.6% | 40,352 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -7.6% | 40,352 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 40,348 | $4.2M |
| One Capital Management, LLC | 0.14% | Add +1.8% | 40,039 | $4.2M |
| Perigon Wealth Management, LLC | 0.12% | Add +23.1% | 39,887 | $4.1M |
| Allianz SE | 0.12% | Add +13.4% | 39,878 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +39.1% | 39,757 | $4.1M |
| Laurel Wealth Planning LLC | 2.86% | Reduce -2.8% | 39,608 | $4.1M |
| Wealthspire Advisors, LLC | 0.05% | Add +4.3% | 39,343 | $4.1M |
| Assetmark, Inc. | 0.01% | Add +5.4% | 39,304 | $4.1M |
| Columbia Bank | 1.58% | Reduce -2.7% | 39,246 | $4.1M |
| Accredited Investors Inc. | 0.25% | Add +1.7% | 39,050 | $4.1M |
| Cranbrook Wealth Management, LLC | 0.96% | No change | 37,668 | $3.9M |
| St Germain D J Co. Inc. | 0.19% | Add +11.2% | 37,581 | $3.9M |
| Horst & Graben Wealth Management LLC | 0.71% | Add +0.1% | 35,956 | $3.7M |
| Neumann Capital Management, LLC | 1.27% | Add +1.5% | 35,498 | $3.7M |
| Equitable Holdings, Inc. | 0.04% | Add +0.1% | 35,449 | $3.7M |
| BBR Partners, LLC | 0.30% | Add +36.0% | 34,870 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 34,306 | $3.6M |
| Sanctuary Advisors, LLC | 0.03% | — | 36,109 | $3.5M |
| Bailard, Inc. | 0.10% | Reduce -0.9% | 33,678 | $3.5M |
| Raymond James & Associates | 0.00% | Reduce -0.7% | 32,634 | $3.4M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -1.2% | 31,944 | $3.3M |
| Franklin Resources Inc. | 0.00% | No change | 31,891 | $3.3M |
| Lido Advisors, LLC | 0.03% | Add +5.8% | 31,357 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.6% | 30,637 | $3.2M |
| Pitcairn Co. | 0.19% | Add +0.3% | 30,441 | $3.2M |
| Sharkey, Howes & Javer | 0.51% | Reduce -2.1% | 30,241 | $3.1M |
| Keybank National Association | 0.01% | Reduce -1.5% | 29,358 | $3.0M |
| Childress Capital Advisors, LLC | 0.85% | Reduce -8.2% | 29,080 | $3.0M |
| Shepherd Financial Partners LLC | 0.38% | Reduce -4.5% | 28,646 | $3.0M |
| Raymond James Trust N.A. | 0.07% | Add +0.4% | 28,139 | $2.9M |
| Bangor Savings Bank | 0.29% | Reduce -0.9% | 27,747 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +5.1% | 27,342 | $2.8M |
| Gibson Capital, LLC | 0.63% | Reduce -33.1% | 27,323 | $2.8M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.4% | 27,300 | $2.8M |
| Creekside Partners | 1.54% | — | 26,851 | $2.8M |
| PFG Advisors | 0.19% | Reduce -3.4% | 26,821 | $2.8M |
| Institute for Wealth Management, LLC. | 0.37% | Add +4.0% | 26,643 | $2.8M |
| Fsa Wealth Partners, Inc. | 0.73% | Add +10.8% | 25,630 | $2.7M |
| Pennsylvania Capital Management Inc. | 1.03% | Add +0.3% | 25,570 | $2.7M |
| Cornerstone Wealth Management, LLC | 0.20% | Add +0.2% | 25,284 | $2.6M |
| Wealthcare Capital Management LLC | 0.28% | Reduce -1.8% | 24,988 | $2.6M |
| Allworth Financial LP | 0.02% | Reduce -1.0% | 24,809 | $2.6M |
| Financial Insights, Inc. | 0.72% | Reduce -2.2% | 24,812 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +3.2% | 24,030 | $2.5M |
| Altfest L J & Co. Inc. | 0.34% | Reduce -4.3% | 24,027 | $2.5M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -1.1% | 23,663 | $2.4M |
| Forbes J M & Co. LLP | 0.25% | Add +0.3% | 23,248 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.5% | 27,243 | $2.4M |
| Prio Wealth Limited Partnership | 0.07% | Reduce -10.1% | 22,620 | $2.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.52% | Add +117.5% | 22,579 | $2.3M |
| Evergreen Capital Management LLC | 0.08% | Reduce -1.7% | 22,276 | $2.3M |
| SigFig Wealth Management, LLC | 0.08% | Add +4.9% | 21,340 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | New | 21,002 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Add +4.8% | 20,409 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -4.0% | 20,405 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.8% | 20,199 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.34% | Add +8.6% | 20,082 | $2.1M |
| BigSur Wealth Management LLC | 0.64% | No change | 20,000 | $2.1M |
| Topel & Distasi Wealth Management, LLC | 0.91% | Reduce -0.5% | 19,944 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.1% | 19,868 | $2.1M |
| Northern Trust Corp. | 0.00% | Reduce -44.6% | 19,373 | $2.0M |
| HB Wealth Management, LLC | 0.02% | No change | 19,226 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 19,192 | $2.0M |
| Boston Trust Walden Corp | 0.01% | No change | 19,097 | $2.0M |
| Baker Avenue Asset Management, LP | 0.07% | Reduce -3.7% | 19,057 | $2.0M |
| Eley Financial Management, Inc | 0.84% | Reduce -0.7% | 19,035 | $2.0M |
| Arlington Financial Advisors, LLC | 0.43% | Reduce -6.4% | 18,742 | $1.9M |
| SVB Wealth LLC | 0.05% | No change | 18,693 | $1.9M |
| Diversified, LLC | 0.22% | Add +350.2% | 18,377 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.4% | 18,247 | $1.9M |
| NewEdge Wealth, LLC | 0.04% | Add +0.0% | 18,194 | $1.9M |
| Vicus Capital | 0.17% | Add +4.4% | 18,119 | $1.9M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -1.6% | 17,527 | $1.9M |
| Hilltop Holdings Inc. | 0.21% | Reduce -3.7% | 17,668 | $1.8M |
| 1832 Asset Management L.P. | 0.00% | No change | 17,445 | $1.8M |
| Sage Financial Group Inc. | 0.16% | Add +1.2% | 17,399 | $1.8M |
| Annapolis Financial Services, LLC | 0.58% | No change | 17,286 | $1.8M |
| Conscious Wealth Investments, LLC | 1.28% | Add +2.8% | 16,812 | $1.8M |
| Charter Oak Capital Management, LLC | 0.18% | Add +0.6% | 16,940 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -3.9% | 16,580 | $1.7M |
| Revolve Wealth Partners, LLC | 0.27% | Add +11.6% | 15,943 | $1.7M |
| Spire Wealth Management | 0.06% | Reduce -18.0% | 15,805 | $1.6M |
| Fingerlakes Wealth Management, Inc. | 1.44% | Add +5.2% | 15,499 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.31% | Reduce -9.9% | 15,406 | $1.6M |
| Concord Wealth Partners | 0.27% | Reduce -29.9% | 14,950 | $1.6M |
| Boston Standard Wealth Management, LLC | 0.34% | Add +1.4% | 14,851 | $1.5M |
| Investors Research Corp | 0.36% | Reduce -0.3% | 14,727 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -0.5% | 14,689 | $1.5M |
| MainStreet Investment Advisors LLC | 0.19% | Reduce -5.7% | 14,663 | $1.5M |
| Ulland Investment Advisors, LLC | 1.13% | No change | 14,260 | $1.5M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +9.3% | 14,172 | $1.5M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -8.3% | 13,937 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -1.2% | 13,861 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +0.2% | 13,531 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 13,767 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -21.6% | 13,465 | $1.4M |
| Continuum Advisory, LLC | 0.20% | Add +2.2% | 13,326 | $1.4M |
| CX Institutional | 0.06% | Reduce -2.4% | 13,254 | $1.4M |
| Tempus Wealth Planning, LLC | 0.57% | Add +4.5% | 13,226 | $1.4M |
| Austin Private Wealth, LLC | 0.15% | Reduce -4.4% | 13,224 | $1.4M |
| TCWP LLC | 3.34% | Reduce -0.8% | 13,098 | $1.4M |
| Mgo One Seven LLC | 0.06% | Reduce -0.8% | 13,098 | $1.4M |
| FMR LLC | 0.00% | Add +37.0% | 12,545 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +0.2% | 12,479 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.11% | Add +0.0% | 12,029 | $1.2M |
| MA Private Wealth | 0.25% | No change | 12,010 | $1.2M |
| Bordeaux Wealth Advisors LLC | 0.24% | No change | 12,000 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Add +0.8% | 11,708 | $1.2M |
| Grant/GrossMendelsohn, LLC | 0.54% | Add +54.3% | 11,463 | $1.2M |
| Wealth Alliance, LLC | 0.15% | Add +0.1% | 11,457 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11,153 | $1.2M |
| Wealth Management Partners, LLC | 0.57% | Add +3.0% | 11,358 | $1.2M |
| Great Diamond Partners, LLC | 0.27% | Reduce -5.9% | 11,190 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.1% | 11,062 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +1.3% | 10,943 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.60% | Reduce -1.5% | 10,834 | $1.1M |
| Townsquare Capital LLC | 0.02% | Reduce -7.3% | 10,783 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +6.1% | 10,767 | $1.1M |
| Bensler, LLC | 0.15% | Reduce -15.6% | 10,764 | $1.1M |
| Axiom Advisory, LLC | 0.01% | New | 10,696 | $1.1M |
| Concord Asset Management, LLC | 0.26% | Reduce -26.2% | 10,238 | $1.1M |
| Farther Finance Advisors, LLC | 0.05% | Add +10.1% | 10,216 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Add +53.9% | 10,196 | $1.1M |
| Citigroup Inc. | 0.00% | Add +116.4% | 10,148 | $1.1M |
| Aspiriant, LLC | 0.04% | Add +61.5% | 10,076 | $1.0M |
| World Investment Advisors | 0.06% | Add +1.6% | 9,980 | $1.0M |
| Long Run Wealth Advisors, LLC | 0.26% | Reduce -8.6% | 9,895 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +0.1% | 9,866 | $1.0M |
| Fifth Third Bancorp | 0.00% | Reduce -3.3% | 9,724 | $1.0M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -31.7% | 9,681 | $1.0M |
| Valmark Advisers, Inc. | 0.02% | Add +11.2% | 9,551 | $992K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -2.2% | 9,365 | $973K |
| Destination Wealth Management | 0.03% | Add +1.3% | 9,254 | $961K |
| Hershey Financial Advisers, LLC | 0.86% | — | 9,186 | $954K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.6% | 9,158 | $951K |
| Rogco, LP | 0.39% | Add +1.7% | 9,138 | $949K |
| Heck Capital Advisors, LLC | 0.11% | Add +3.4% | 8,729 | $906K |
| Maia Wealth LLC | 0.27% | — | 8,418 | $902K |
| Vontobel Holding Ltd. | 0.00% | Reduce -20.1% | 8,634 | $897K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +16.3% | 8,627 | $896K |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +1.9% | 8,618 | $895K |
| Acropolis Investment Management, LLC | 0.06% | No change | 8,421 | $875K |
| Rwa Wealth Partners, LLC | 0.01% | Add +12.3% | 8,419 | $874K |
| Bigelow Investment Advisors, LLC | 0.42% | Reduce -3.9% | 8,399 | $872K |
| Atria Investments, Inc | 0.01% | New | 8,390 | $871K |
| Keystone Financial Services | 0.36% | Add +5.4% | 8,294 | $861K |
| EverSource Wealth Advisors, LLC | 0.06% | Add +720.0% | 8,216 | $860K |
| NorthRock Partners, LLC | 0.03% | Reduce -37.7% | 8,115 | $843K |
| Romano Brothers and Company | 0.12% | Add +10.2% | 8,100 | $841K |
| Strategic Blueprint, LLC | 0.06% | Reduce -0.7% | 8,079 | $839K |
| Harfst & Associates, Inc. | 0.19% | Reduce -4.8% | 8,003 | $831K |
| Consolidated Portfolio Review Corp | 0.19% | Add +9.8% | 7,989 | $830K |
| Main Street Group, LTD | 0.38% | No change | 7,909 | $822K |
| Financial Counselors Inc. | 0.01% | Add +23.5% | 7,880 | $818K |
| Mather Group, Llc. | 0.01% | Add +20651.3% | 8,093 | $816K |
| Allen Capital Group, LLC | 0.11% | No change | 7,817 | $812K |
| Rede Wealth, LLC | 0.74% | No change | 7,687 | $798K |
| Cobblestone Capital Advisors LLC | 0.05% | No change | 7,640 | $793K |
| Harbour Investments, Inc. | 0.03% | Reduce -4.3% | 7,488 | $778K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -18.6% | 7,440 | $773K |
| BlackRock Inc. | 0.00% | Reduce -0.1% | 7,407 | $769K |
| Renaissance Technologies | 0.00% | Reduce -46.0% | 7,400 | $768K |
| One Wealth Management Investment & Advisory Services, LLC | 0.30% | Reduce -4.8% | 7,356 | $764K |
| Willow Creek Wealth Management Inc. | 0.09% | Reduce -0.3% | 7,309 | $759K |
| VERITY Wealth Advisors | 0.57% | No change | 7,299 | $758K |
| Hills Bank & Trust Co | 0.06% | No change | 7,278 | $756K |
| Principle Wealth Partners LLC | 0.06% | No change | 7,047 | $732K |
| Kathmere Capital Management, LLC | 0.08% | No change | 6,867 | $713K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +14.0% | 6,831 | $709K |
| Zevenbergen Capital Investments LLC | 0.01% | Add +202.0% | 6,750 | $701K |
| Halter Ferguson Financial Inc. | 0.48% | Add +48.3% | 6,559 | $681K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -29.8% | 6,533 | $678K |
| Prism Advisors, Inc. | 0.20% | Reduce -2.0% | 6,506 | $676K |
| WealthShield Partners, LLC | 0.10% | Reduce -6.0% | 6,504 | $675K |
| Brookstone Capital Management | 0.01% | Reduce -20.7% | 6,356 | $674K |
| WoodTrust Financial Corp | 0.10% | New | 6,410 | $666K |
| WNY Asset Management, LLC | 0.09% | Reduce -8.5% | 6,412 | $666K |
| AdvisorNet Financial, Inc | 0.06% | Add +0.9% | 6,304 | $655K |
| Peak Financial Management, Inc. | 0.20% | No change | 6,290 | $653K |
| Copperleaf Capital, LLC | 0.51% | Add +8.6% | 6,169 | $641K |
| Brooklyn FI, LLC | 0.25% | Reduce -0.7% | 6,168 | $641K |
| Kesler, Norman & Wride, LLC | 0.13% | Add +0.8% | 6,115 | $635K |
| Wealth Architects, LLC | 0.08% | Add +89.6% | 6,052 | $628K |
| Rollins Financial Advisors, LLC | 0.11% | No change | 6,035 | $627K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.3% | 6,035 | $627K |
| Mission Creek Capital Partners, Inc. | 0.16% | Reduce -28.6% | 5,956 | $619K |
| Fortis Capital Management LLC | 0.13% | New | 5,922 | $615K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 5,811 | $604K |
| Frisch Financial Group, Inc. | 0.18% | Add +0.2% | 5,796 | $602K |
| Retirement Income Solutions, Inc. | 0.14% | Reduce -56.9% | 5,757 | $598K |
| Aurora Private Wealth, Inc. | 0.52% | Add +0.2% | 5,690 | $591K |
| Traphagen Investment Advisors LLC | 0.06% | Add +0.1% | 5,638 | $586K |
| &partners | 0.03% | New | 5,567 | $578K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 5,463 | $567K |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 5,450 | $566K |
| Montecito Bank & Trust | 0.12% | No change | 5,443 | $565K |
| KBC Group NV | 0.00% | New | 5,429 | $564K |
| Flputnam Investment Management Co. | 0.01% | Add +15.0% | 5,379 | $559K |
| West Wealth Group, LLC | 0.20% | Reduce -2.6% | 5,356 | $556K |
| Members Trust Co | 0.02% | Reduce -0.5% | 5,349 | $555K |
| Venturi Wealth Management, LLC | 0.03% | Add +0.1% | 5,251 | $545K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,184 | $538K |
| Buttonwood Financial Group, LLC | 0.31% | Add +7.9% | 5,179 | $538K |
| Addison Advisors LLC | 0.17% | No change | 5,130 | $533K |
| Lindbrook Capital, LLC | 0.05% | Add +0.5% | 5,066 | $526K |
| West Financial Advisors, LLC | 0.11% | Add +7.8% | 5,054 | $525K |
| Fielder Capital Group LLC | 0.20% | No change | 4,966 | $516K |
| Western Wealth Management, LLC | 0.04% | Reduce -14.0% | 4,964 | $516K |
| Aviso Financial Inc. | 0.03% | — | 4,956 | $515K |
| Altus Wealth Group LLC | 0.26% | No change | 4,931 | $512K |
| Parsons Capital Management Inc. | 0.03% | No change | 4,911 | $510K |
| Callan Capital, LLC | 0.04% | No change | 4,798 | $498K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.0% | 4,789 | $497K |
| Magnus Financial Group LLC | 0.06% | Add +7.2% | 4,746 | $493K |
| Rockingstone Advisors LLC | 0.25% | No change | 4,726 | $491K |
| Geller Advisors LLC | 0.04% | Reduce -3.0% | 4,724 | $491K |
| Ascentis Independent Advisors | 0.10% | — | 4,714 | $489K |
| Ellevest, Inc. | 0.03% | Add +1.6% | 4,713 | $489K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 4,706 | $489K |
| Maiden Cove Capital, LLC | 1.05% | — | 4,776 | $481K |
| LifePlan Investment Advisors, Inc. | 0.34% | Reduce -3.7% | 4,588 | $476K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -0.8% | 4,564 | $474K |
| Deutsche Bank AG | 0.00% | No change | 4,550 | $473K |
| KFA Private Wealth Group, LLC | 0.24% | Add +0.1% | 4,495 | $467K |
| Perennial Investment Advisors, LLC | 0.07% | Add +8.9% | 4,470 | $464K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,464 | $464K |
| Journey Strategic Wealth LLC | 0.02% | Add +41.5% | 4,400 | $457K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,372 | $454K |
| Gould Asset Management LLC | 0.10% | Reduce -1.3% | 4,342 | $451K |
| Wedbush Securities Inc. | 0.02% | No change | 4,331 | $450K |
| Gsa Capital Partners LLP | 0.03% | New | 4,322 | $449K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +0.2% | 4,307 | $447K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -11.5% | 4,238 | $440K |
| HM Payson & Co. | 0.01% | Reduce -27.2% | 4,200 | $436K |
| Hengehold Capital Management LLC | 0.05% | No change | 4,177 | $434K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,156 | $432K |
| JSF Financial, LLC | 0.13% | Add +15.8% | 4,131 | $429K |
| Bahl & Gaynor LLC | 0.00% | New | 4,119 | $428K |
| My Legacy Advisors, LLC | 0.14% | Add +28.7% | 4,116 | $427K |
| AlTi Global, Inc. | 0.01% | Reduce -6.3% | 4,093 | $425K |
| Ascent Group, LLC | 0.03% | No change | 4,086 | $424K |
| Wealthgarden F.S. LLC | 0.44% | — | 4,059 | $422K |
| NBT Bank, N.A. | 0.03% | Reduce -1.2% | 4,024 | $418K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -11.2% | 3,987 | $414K |
| Essential Planning, LLC. | 0.18% | New | 3,909 | $406K |
| TrinityBridge Ltd | 0.01% | No change | 3,879 | $403K |
| Peoples Bank | 0.21% | Reduce -14.0% | 3,867 | $402K |
| Wesbanco Bank Inc. | 0.01% | Add +0.7% | 3,837 | $398K |
| Arkadios Wealth Advisors | 0.03% | Add +16.0% | 3,823 | $397K |
| Abbrea Capital, LLC | 0.05% | Add +2.0% | 3,807 | $395K |
| Blume Capital Management, Inc. | 0.10% | No change | 3,788 | $393K |
| Argent Trust Co | 0.02% | Reduce -5.2% | 3,785 | $393K |
| WBH Advisory Inc. | 0.04% | Add +1.6% | 3,754 | $390K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 3,754 | $390K |
| Compound Planning, Inc. | 0.03% | New | 3,751 | $390K |
| Buffington Mohr McNeal | 0.07% | Reduce -0.9% | 3,743 | $389K |
| Arete Wealth Advisors, LLC | 0.03% | New | 3,720 | $387K |
| Hilltop Partners LLC | 0.14% | Add +14.4% | 3,722 | $387K |
| Trust Co. of Vermont | 0.02% | Reduce -1.6% | 3,715 | $386K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -2.6% | 3,644 | $378K |
| W.H. Cornerstone Investments Inc. | 0.27% | Add +0.2% | 3,632 | $377K |
| Gen-Wealth Partners Inc | 0.18% | Add +2.9% | 3,610 | $375K |
| Spectrum Planning & Advisory Services Inc. | 0.36% | — | 3,589 | $374K |
| Ethic Inc. | 0.01% | New | 3,574 | $371K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +28.1% | 3,568 | $371K |
| Beacon Financial Group | 0.04% | Add +7.2% | 3,541 | $368K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,500 | $363K |
| Prostatis Group LLC | 0.13% | Add +3.9% | 3,464 | $360K |
| Parkside Advisors LLC | 0.09% | Reduce -12.8% | 3,447 | $358K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +0.7% | 3,404 | $354K |
| Merit Financial Group, LLC | 0.01% | No change | 3,375 | $350K |
| TruNorth Capital Management, LLC | 0.11% | No change | 3,349 | $348K |
| Myecfo, LLC | 0.20% | Add +5.6% | 3,338 | $347K |
| Savvy Advisors, Inc. | 0.11% | New | 3,300 | $343K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | No change | 3,275 | $340K |
| AE Wealth Management LLC | 0.00% | Reduce -3.9% | 3,271 | $340K |
| Hilltop Wealth Advisors, LLC | 0.17% | No change | 3,268 | $339K |
| First Foundation Advisors | 0.01% | No change | 3,233 | $336K |
| GYL Financial Synergies, LLC | 0.03% | Add +3.3% | 3,215 | $334K |
| Rossmore Private Capital | 0.04% | No change | 3,213 | $334K |
| Verus Capital Partners, LLC | 0.03% | Reduce -18.8% | 3,180 | $330K |
| Creative Financial Designs Inc. | 0.03% | Add +6.3% | 3,178 | $330K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -46.9% | 3,164 | $329K |
| Private Ocean, LLC | 0.03% | No change | 3,160 | $328K |
| Birch Hill Investment Advisors LLC | 0.02% | Reduce -1.6% | 3,159 | $328K |
| Oxler Private Wealth LLC | 0.12% | Add +0.2% | 3,145 | $327K |
| Goldstein Advisors, LLC | 0.05% | Reduce -0.9% | 3,137 | $326K |
| Affinity Wealth Management LLC | 0.06% | No change | 3,133 | $325K |
| Landaas & Co. /Wi | 0.10% | Add +0.2% | 3,090 | $321K |
| Milestone Investment Advisors LLC | 0.08% | Reduce -6.9% | 3,062 | $318K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,044 | $316K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | No change | 3,000 | $312K |
| Sterling Investment Advisors, Ltd. | 0.08% | No change | 3,000 | $312K |
| GenTrust, LLC | 0.02% | No change | 2,970 | $308K |
| Gateway Wealth Partners, LLC | 0.09% | Add +11.2% | 2,946 | $306K |
| JNBA Financial Advisors | 0.03% | No change | 2,914 | $303K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -7.2% | 2,876 | $299K |
| Mutual Advisors, LLC | 0.01% | Reduce -58.8% | 2,865 | $297K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -4.4% | 2,835 | $296K |
| Sage Capital Management, LLC | 0.15% | No change | 2,835 | $294K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 2,800 | $291K |
| Capital Analysts, LLC | 0.01% | Add +12.8% | 2,770 | $288K |
| Arbor Investment Advisors, LLC | 0.04% | Add +0.0% | 2,769 | $288K |
| BIP Wealth, LLC | 0.02% | Reduce -61.2% | 2,755 | $286K |
| JB Capital LLC | 0.02% | Reduce -4.1% | 2,740 | $285K |
| Theory Financial LLC | 0.13% | Reduce -0.9% | 2,682 | $279K |
| Sax Wealth Advisors, LLC | 0.03% | New | 2,682 | $279K |
| DDFG, Inc | 0.09% | Reduce -9.2% | 2,675 | $278K |
| Claro Advisors Inc. | 0.04% | Add +6.1% | 2,665 | $277K |
| Bradley & Co. Private Wealth Management, LLC | 0.20% | Add +426.5% | 2,664 | $277K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -2.1% | 2,645 | $275K |
| Braun-Bostich & Associates Inc. | 0.20% | New | 2,638 | $274K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.6% | 2,618 | $272K |
| 4Thought Financial Group Inc. | 0.16% | Reduce -3.1% | 2,542 | $264K |
| Keel Point, LLC | 0.02% | No change | 2,564 | $263K |
| Sapient Capital LLC | 0.01% | No change | 2,477 | $257K |
| Somerset Group LLC | 0.23% | Add +21.0% | 2,476 | $257K |
| CRA Financial Services, LLC | 0.05% | No change | 2,408 | $250K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 2,399 | $249K |
| Principal Securities, Inc. | 0.01% | Reduce -2.7% | 2,364 | $246K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +15.3% | 2,343 | $243K |
| Well Done, LLC | 0.05% | No change | 2,338 | $243K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 2,307 | $240K |
| Weaver Consulting Group | 0.08% | No change | 2,280 | $237K |
| Brown Financial Advisors | 0.10% | — | 2,262 | $235K |
| MRA Advisory Group | 0.13% | Add +1.3% | 2,253 | $234K |
| Zevin Asset Management LLC | 0.04% | Reduce -0.0% | 2,235 | $232K |
| M&T Bank Corp | 0.00% | No change | 2,232 | $232K |
| Avior Wealth Management, LLC | 0.01% | Add +49.8% | 2,217 | $230K |
| Prentiss Smith & Co. Inc. | 0.16% | No change | 2,168 | $225K |
| Cibc World Market Inc. | 0.00% | Reduce -5.5% | 2,166 | $225K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 2,160 | $224K |
| Hart & Patterson Financial Group LLC | 0.11% | Reduce -14.0% | 2,153 | $224K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.1% | 2,137 | $222K |
| Wealthspan Partners, LLC | 0.12% | Add +0.1% | 2,133 | $222K |
| Simplicity Wealth,LLC | 0.01% | Add +5.0% | 2,120 | $220K |
| Old Port Advisors | 0.07% | Reduce -11.0% | 2,103 | $218K |
| Flagship Private Wealth, LLC | 0.13% | Add +0.8% | 2,101 | $218K |
| Emergent Wealth Advisors, LLC | 0.17% | Reduce -0.2% | 2,082 | $216K |
| Howe & Rusling Inc. | 0.02% | Reduce -0.4% | 2,077 | $216K |
| Unionview, LLC | 0.17% | Add +0.2% | 2,060 | $214K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 2,050 | $213K |
| Ridgecrest Wealth Partners, LLC | 0.13% | No change | 2,040 | $212K |
| Sovereign Financial Group, Inc. | 0.05% | No change | 2,040 | $212K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.05% | Reduce -58.6% | 2,020 | $210K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +509.8% | 1,939 | $209K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,008 | $209K |
| Insight Wealth Strategies, LLC | 0.03% | New | 2,006 | $208K |
| Evoke Wealth, LLC | 0.31% | No change | 2,005 | $208K |
| Smithfield Trust Co | 0.01% | Reduce -3.2% | 2,002 | $208K |
| Marco Investment Management LLC | 0.02% | No change | 2,000 | $208K |
| Banco Santander, S.A. | 0.00% | No change | 2,000 | $208K |
| JFS Wealth Advisors, LLC | 0.02% | Add +4.7% | 1,978 | $205K |
| Talisman Wealth Advisors LLC | 0.24% | New | 1,965 | $204K |
| Baron Financial Group, LLC | 0.13% | Reduce -8.1% | 1,940 | $201K |
| High Falls Advisors, Inc | 0.05% | New | 1,928 | $200K |
| Clearstead Trust, LLC | 0.05% | No change | 1,877 | $195K |
| Westside Investment Management, Inc. | 0.04% | No change | 1,850 | $192K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.4% | 1,825 | $190K |
| Creative Capital Management Investments LLC | 0.09% | No change | 1,819 | $189K |
| Global Retirement Partners, LLC | 0.01% | Add +18.3% | 1,798 | $187K |
| AllSquare Wealth Management LLC | 0.11% | No change | 1,767 | $184K |
| Jones Financial Companies LLLP | 0.00% | Add +25.2% | 1,761 | $183K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 1,754 | $182K |
| Lowe Wealth Advisors, LLC | 0.08% | No change | 1,588 | $165K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -11.6% | 1,524 | $158K |
| Evergreen Private Wealth LLC | 0.07% | Reduce -0.4% | 1,358 | $141K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,350 | $140K |
| Widmann Financial Services, Inc. | 0.11% | New | 1,330 | $138K |
| McIlrath & Eck, LLC | 0.02% | Reduce -2.9% | 1,326 | $138K |
| Rise Advisors, LLC | 0.07% | Add +0.2% | 1,316 | $137K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,235 | $128K |
| Private Trust Co. NA | 0.01% | Add +0.1% | 1,233 | $128K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,230 | $128K |
| TD Capital Management LLC | 0.01% | Add +0.2% | 1,227 | $127K |
| Caldwell Trust Co | 0.01% | No change | 1,200 | $125K |
| Qube Research & Technologies Ltd | 0.00% | Add +241.7% | 1,155 | $120K |
| Ancora Advisors LLC | 0.00% | No change | 1,150 | $119K |
| Coppell Advisory Solutions LLC | 0.02% | — | 1,068 | $111K |
| PrairieView Partners, LLC | 0.01% | No change | 1,034 | $107K |
| Matrix Private Capital Group LLC | 0.07% | No change | 1,022 | $106K |
| Bessemer Group Inc. | 0.00% | Add +16.8% | 940 | $98K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -4.0% | 893 | $93K |
| Private Capital Management LLC | 0.02% | Reduce -11.6% | 863 | $90K |
| Financial Perspectives, Inc | 0.03% | Add +0.3% | 792 | $82K |
| LGT Financial Advisors LLC | 0.17% | Add +0.1% | 777 | $81K |
| Sandy Spring Bank | 0.00% | No change | 700 | $73K |
| Clearstead Advisors, LLC | 0.00% | No change | 692 | $72K |
| Adirondack Trust Co. | 0.03% | No change | 690 | $72K |
| Mattson Financial Services, LLC | 0.02% | — | 614 | $64K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 580 | $60K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -0.2% | 548 | $57K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 539 | $56K |
| ORG Partners LLC | 0.01% | New | 530 | $55K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -49.6% | 518 | $54K |
| Bank of New Hampshire | 0.01% | No change | 510 | $53K |
| Colonial Trust Advisors | 0.01% | No change | 500 | $52K |
| IFP Advisors, Inc | 0.00% | No change | 476 | $49K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 460 | $48K |
| Parallel Advisors, LLC | 0.00% | No change | 460 | $48K |
| Castleview Partners, LLC | 0.03% | Add +0.2% | 441 | $46K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 436 | $45K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -82.9% | 411 | $43K |
| GeoWealth Management, LLC | 0.00% | Reduce -88.4% | 406 | $42K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 400 | $42K |
| Quadrant Capital Group LLC | 0.00% | No change | 380 | $39K |
| Hall Laurie J Trustee | 0.01% | No change | 350 | $36K |
| Archer Investment Corp | 0.01% | No change | 304 | $32K |
| CENTRAL TRUST Co | 0.00% | No change | 290 | $30K |
| Larson Financial Group LLC | 0.00% | New | 273 | $28K |
| Legacies Wealth LLC | 0.02% | Reduce -4.1% | 258 | $27K |
| Eagle Bay Advisors LLC | 0.02% | Add +100.0% | 246 | $26K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -50.0% | 235 | $24K |
| Hollencrest Capital Management | 0.00% | No change | 222 | $23K |
| Great Lakes Retirement, Inc. | 0.00% | New | 218 | $23K |
| PSI Advisors, LLC | 0.01% | Add +0.5% | 216 | $22K |
| Global Financial Private Client, LLC | 0.01% | Add +2.5% | 208 | $22K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 200 | $21K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $19K |
| Ransom Advisory, Ltd | 0.01% | No change | 170 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 158 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $16K |
| Ballast Advisors LLC | 0.00% | No change | 137 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 130 | $14K |
| Realta Investment Advisors | 0.00% | No change | 104 | $11K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +136.4% | 104 | $11K |
| International Assets Investment Management, LLC | 0.00% | New | 93 | $10K |
| Founders Capital Management | 0.01% | New | 89 | $9K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 88 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 85 | $9K |
| Glenmede Trust Co. NA | 0.00% | New | 75 | $8K |
| Hanson & Doremus Investment Management | 0.00% | No change | 55 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 45 | $5K |
| Kelly Financial Services LLC | 0.00% | Add +18.9% | 44 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 40 | $4K |
| Macroview Investment Management LLC | 0.00% | No change | 39 | $4K |
| Avion Wealth | 0.00% | New | 39 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 37 | $4K |
| McClarren Financial Advisors, Inc. | 0.03% | Reduce -98.3% | 519 | $4K |
| Asset Dedication, LLC | 0.00% | Reduce -26.7% | 33 | $3K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 27 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | New | 22 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 20 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 13 | $1K |
| Simplex Trading, LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is DSI's weight in each manager's 13F, not the share of iShares ESG MSCI KLD 400 ETF the manager owns.