iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q3 2024 (September 30)539holders +18
35new positions
19sold out
3famous investors
$118.51avg. 13F price*
At the end of Q3 2024, 539 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 18 from Q2 2024. 35 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($529.8M), McClarren Financial Advisors, Inc. ($263.4M) and Envestnet Asset Management Inc. ($237.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $16.3M |
| Exits | 19 | $6.6M |
All 13F filers, Q2 2024 → Q3 2024: 801,361 shares bought and 1,337,137 shares sold, net −535,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 539 holders
| Morgan Stanley | 0.04% | Add +2.2% | 4,869,627 | $529.8M |
| McClarren Financial Advisors, Inc. | 33.11% | Add +4031.6% | 21,443 | $263.4M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -9.8% | 2,183,703 | $237.6M |
| Bank of America Corp. | 0.01% | Reduce -4.5% | 1,558,323 | $169.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.3% | 1,526,691 | $166.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -1.8% | 982,720 | $106.9M |
| Bank of New York Mellon Corp | 0.02% | Add +2.5% | 973,248 | $105.9M |
| LPL Financial LLC | 0.04% | Reduce -1.9% | 818,117 | $89.0M |
| Syntrinsic LLC | 23.25% | Reduce -20.0% | 643,654 | $69.9M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -11.6% | 617,245 | $67.2M |
| UBS Group AG | 0.01% | Reduce -2.0% | 482,323 | $52.5M |
| Betterment LLC | 0.11% | Reduce -1.6% | 439,974 | $47.9M |
| US Bancorp \de | 0.05% | Add +121.9% | 389,695 | $42.4M |
| Mariner, LLC | 0.06% | Add +1.6% | 309,137 | $33.6M |
| Wells Fargo & Company | 0.01% | Add +10.2% | 287,695 | $31.3M |
| Sei Investments Co. | 0.04% | Add +3.8% | 286,062 | $31.1M |
| Cerity Partners LLC | 0.06% | Reduce -1.0% | 263,827 | $28.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.6% | 259,699 | $28.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -4.1% | 235,320 | $25.6M |
| National Philanthropic Trust | 0.46% | Reduce -12.9% | 232,481 | $25.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.0% | 217,563 | $23.7M |
| Truist Financial Corp. | 0.03% | Reduce -6.9% | 190,751 | $20.8M |
| Creative Planning | 0.02% | Reduce -0.6% | 184,636 | $20.1M |
| Park Avenue Securities LLC | 0.22% | Reduce -10.3% | 177,834 | $19.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.6% | 164,592 | $17.9M |
| Captrust Financial Advisors | 0.05% | Reduce -1.6% | 147,644 | $16.1M |
| Fiduciary Trust Co | 0.22% | Reduce -0.6% | 145,302 | $15.8M |
| Cetera Investment Advisers | 0.03% | Reduce -3.9% | 144,581 | $15.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 138,816 | $15.1M |
| Private Advisor Group, LLC | 0.09% | Reduce -3.0% | 129,223 | $14.1M |
| MML Investors Services, LLC | 0.05% | Reduce -13.8% | 129,173 | $14.1M |
| Dunhill Financial, LLC | 7.17% | Reduce -22.7% | 128,317 | $14.0M |
| Gemmer Asset Management LLC | 1.38% | Add +5.3% | 126,972 | $13.8M |
| Thrivent Financial for Lutherans | 0.03% | Add +35.4% | 125,975 | $13.7M |
| Manchester Capital Management LLC | 1.59% | Add +4.9% | 124,859 | $13.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -2.8% | 123,380 | $13.3M |
| Ameritas Advisory Services, LLC | 0.57% | Reduce -7.1% | 121,551 | $13.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -8.2% | 115,658 | $12.6M |
| Francis Financial, Inc. | 3.05% | Reduce -13.2% | 106,118 | $11.5M |
| Hill Island Financial LLC | 3.45% | Add +0.4% | 104,935 | $11.4M |
| Mascoma Wealth Management LLC | 2.81% | Reduce -3.2% | 103,787 | $11.3M |
| PFG Investments, LLC | 0.65% | Add +4.9% | 91,840 | $10.0M |
| Cwm, LLC | 0.04% | Reduce -28.4% | 91,022 | $9.9M |
| Advisory Services Network, LLC | 0.20% | No change | 94,466 | $9.8M |
| Composition Wealth, LLC | 0.21% | Add +1.9% | 83,501 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.2% | 83,206 | $9.1M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -2.1% | 80,767 | $8.8M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -6.4% | 77,011 | $8.4M |
| Trillium Asset Management, LLC | 0.20% | Reduce -4.1% | 73,935 | $8.0M |
| Choreo, LLC | 0.11% | Reduce -0.1% | 71,850 | $7.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -15.1% | 70,054 | $7.6M |
| First Affirmative Financial Network | 4.13% | Add +70.2% | 69,382 | $7.5M |
| Comerica Bank | 0.03% | Reduce -2.7% | 67,288 | $7.3M |
| Strategic Point Investment Advisors, LLC | 1.15% | Reduce -0.5% | 64,115 | $7.0M |
| SageView Advisory Group, LLC | 0.35% | Reduce -5.7% | 63,648 | $6.9M |
| Corient Private Wealth LP | 0.01% | Add +4.8% | 63,170 | $6.9M |
| Bank of Montreal | 0.00% | Add +3.0% | 60,183 | $6.5M |
| Fifth Third Wealth Advisors LLC | 0.39% | Add +12.8% | 58,234 | $6.3M |
| Cresset Asset Management, LLC | 0.02% | No change | 56,374 | $6.1M |
| Johnson Financial Group, Inc. | 0.26% | Reduce -2.9% | 53,226 | $5.8M |
| Perigon Wealth Management, LLC | 0.15% | Add +32.3% | 52,756 | $5.7M |
| Gradient Investments LLC | 0.12% | Reduce -1.5% | 51,839 | $5.6M |
| Brio Consultants, LLC | 0.89% | Add +2.3% | 51,700 | $5.6M |
| One Wealth Advisors, LLC | 0.85% | Reduce -12.1% | 51,032 | $5.6M |
| SOA Wealth Advisors, LLC. | 1.05% | Reduce -3.0% | 50,481 | $5.5M |
| Dohj, LLC | 1.25% | Add +4.1% | 49,732 | $5.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +67.4% | 45,692 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.8% | 44,020 | $4.8M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -8.1% | 43,681 | $4.8M |
| Headinvest, LLC | 0.87% | Add +0.8% | 43,367 | $4.7M |
| Assetmark, Inc. | 0.01% | Add +6.5% | 41,872 | $4.6M |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 41,732 | $4.5M |
| First Horizon Advisors, Inc. | 0.12% | Reduce -51.2% | 41,206 | $4.5M |
| Focus Partners Wealth | 0.01% | Reduce -59.8% | 41,018 | $4.5M |
| Litman Gregory Wealth Management LLC | 0.37% | Reduce -11.1% | 40,748 | $4.4M |
| One Capital Management, LLC | 0.14% | Add +0.6% | 40,286 | $4.4M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -10.0% | 40,234 | $4.4M |
| Allianz SE | 0.12% | Reduce -1.1% | 39,427 | $4.3M |
| Columbia Bank | 1.56% | Add +0.1% | 39,266 | $4.3M |
| Laurel Wealth Planning LLC | 2.75% | Reduce -2.2% | 38,750 | $4.2M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -2.9% | 38,209 | $4.2M |
| Accredited Investors Inc. | 0.24% | Reduce -3.1% | 37,834 | $4.1M |
| Erste Asset Management GmbH | 0.05% | New | 37,755 | $4.1M |
| Cranbrook Wealth Management, LLC | 0.93% | Reduce -0.6% | 37,455 | $4.1M |
| St Germain D J Co. Inc. | 0.19% | Reduce -0.9% | 37,235 | $4.1M |
| Neumann Capital Management, LLC | 1.33% | Add +3.8% | 36,848 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -13.2% | 35,039 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -13.2% | 35,039 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 34,935 | $3.8M |
| Raymond James & Associates | 0.00% | Add +4.6% | 34,122 | $3.7M |
| Childress Capital Advisors, LLC | 1.00% | Add +16.7% | 33,930 | $3.7M |
| Bailard, Inc. | 0.10% | Reduce -0.1% | 33,643 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.65% | Reduce -7.9% | 33,117 | $3.6M |
| Franklin Resources Inc. | 0.00% | No change | 31,891 | $3.5M |
| BBR Partners, LLC | 0.27% | Reduce -7.3% | 32,314 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -11.2% | 31,482 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -16.6% | 30,116 | $3.4M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -4.0% | 30,663 | $3.3M |
| Pitcairn Co. | 0.20% | Reduce -0.3% | 30,359 | $3.3M |
| Lido Advisors, LLC | 0.02% | Reduce -3.6% | 30,226 | $3.3M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Add +116.9% | 30,059 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.2% | 29,654 | $3.2M |
| Keybank National Association | 0.01% | Reduce -3.2% | 28,409 | $3.1M |
| Institute for Wealth Management, LLC. | 0.39% | Add +6.0% | 28,237 | $3.1M |
| Raymond James Trust N.A. | 0.07% | No change | 28,139 | $3.1M |
| Bangor Savings Bank | 0.28% | No change | 27,747 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.8% | 27,126 | $3.0M |
| Shepherd Financial Partners LLC | 0.35% | Reduce -5.9% | 26,945 | $2.9M |
| Creekside Partners | 1.51% | Add +0.2% | 26,909 | $2.9M |
| Sharkey, Howes & Javer | 0.41% | Reduce -13.2% | 26,240 | $2.9M |
| Forbes J M & Co. LLP | 0.28% | Add +11.5% | 25,917 | $2.8M |
| Pennsylvania Capital Management Inc. | 1.01% | Add +0.7% | 25,749 | $2.8M |
| Win Advisors, Inc. | 1.30% | New | 25,409 | $2.8M |
| Cornerstone Wealth Management, LLC | 0.19% | Reduce -0.2% | 25,243 | $2.7M |
| Fsa Wealth Partners, Inc. | 0.66% | Reduce -1.7% | 25,196 | $2.7M |
| Gibson Capital, LLC | 0.56% | Reduce -7.9% | 25,159 | $2.7M |
| Wealthcare Capital Management LLC | 0.27% | Reduce -0.3% | 24,908 | $2.7M |
| Allworth Financial LP | 0.02% | Reduce -1.2% | 24,502 | $2.7M |
| Altfest L J & Co. Inc. | 0.35% | Add +0.7% | 24,196 | $2.6M |
| Financial Insights, Inc. | 0.85% | Reduce -3.0% | 24,061 | $2.6M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.2% | 23,717 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -46.9% | 23,266 | $2.5M |
| Sapient Capital LLC | 0.05% | Add +834.5% | 23,147 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -4.5% | 22,938 | $2.5M |
| Prio Wealth Limited Partnership | 0.07% | No change | 22,620 | $2.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.50% | No change | 22,579 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -17.5% | 22,472 | $2.4M |
| Evergreen Capital Management LLC | 0.08% | Reduce -0.2% | 22,236 | $2.4M |
| PFG Advisors | 0.15% | Reduce -20.6% | 21,303 | $2.3M |
| Prudential Financial Inc. | 0.00% | Add +3.0% | 21,028 | $2.3M |
| Eley Financial Management, Inc | 0.92% | Add +10.2% | 20,985 | $2.3M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -2.0% | 20,921 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +1.7% | 20,760 | $2.3M |
| Topel & Distasi Wealth Management, LLC | 0.93% | Add +2.9% | 20,515 | $2.2M |
| BigSur Wealth Management LLC | 0.60% | No change | 20,000 | $2.2M |
| HB Wealth Management, LLC | 0.02% | No change | 19,226 | $2.1M |
| Boston Trust Walden Corp | 0.01% | No change | 19,097 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.1% | 19,061 | $2.1M |
| Hilltop Holdings Inc. | 0.14% | Add +7.8% | 19,045 | $2.1M |
| Arlington Financial Advisors, LLC | 0.42% | Add +1.2% | 18,972 | $2.1M |
| Northern Trust Corp. | 0.00% | Reduce -3.1% | 18,772 | $2.0M |
| BlackRock, Inc. | 0.00% | — | 18,418 | $2.0M |
| Vicus Capital | 0.18% | Add +0.7% | 18,238 | $2.0M |
| NewEdge Wealth, LLC | 0.04% | No change | 18,194 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.8% | 17,955 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -2.8% | 17,733 | $1.9M |
| Spire Wealth Management | 0.06% | Add +11.7% | 17,661 | $1.9M |
| Fingerlakes Wealth Management, Inc. | 1.59% | Add +13.8% | 17,632 | $1.9M |
| Annapolis Financial Services, LLC | 0.56% | No change | 17,286 | $1.9M |
| Elios Financial Group Inc. | 0.87% | — | 17,245 | $1.9M |
| Sage Financial Group Inc. | 0.15% | Reduce -1.7% | 17,096 | $1.9M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -10.3% | 17,095 | $1.9M |
| Diversified, LLC | 0.20% | Reduce -7.1% | 17,075 | $1.9M |
| Diversified Enterprises, LLC | 0.20% | — | 17,075 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.28% | Reduce -15.4% | 16,979 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.9% | 16,791 | $1.8M |
| Charter Oak Capital Management, LLC | 0.17% | Reduce -1.1% | 16,749 | $1.8M |
| Conscious Wealth Investments, LLC | 1.25% | Reduce -1.4% | 16,579 | $1.8M |
| Revolve Wealth Partners, LLC | 0.28% | Add +3.8% | 16,549 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -1.4% | 16,356 | $1.8M |
| Diversify Advisory Services, LLC | 0.09% | Reduce -9.8% | 15,815 | $1.7M |
| Bremer Bank National Association | 0.32% | Reduce -62.6% | 15,352 | $1.7M |
| Boston Standard Wealth Management, LLC | 0.32% | Add +2.3% | 15,192 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.30% | Reduce -1.8% | 15,123 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +8.3% | 15,092 | $1.6M |
| Investors Research Corp | 0.35% | Add +1.2% | 14,902 | $1.6M |
| National Bank of Canada | 0.00% | Add +0.9% | 14,829 | $1.6M |
| Grant/GrossMendelsohn, LLC | 0.68% | Add +26.8% | 14,538 | $1.6M |
| Ulland Investment Advisors, LLC | 1.16% | No change | 14,260 | $1.6M |
| MainStreet Investment Advisors LLC | 0.20% | Reduce -4.0% | 14,078 | $1.5M |
| Whittier Trust Co. | 0.02% | No change | 13,767 | $1.5M |
| Tempus Wealth Planning, LLC | 0.53% | Add +1.3% | 13,395 | $1.5M |
| CX Institutional | 0.06% | Reduce -0.1% | 13,241 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.9% | 13,204 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Reduce -2.5% | 13,195 | $1.4M |
| FMR LLC | 0.00% | Add +3.7% | 13,005 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -32.5% | 12,950 | $1.4M |
| Continuum Advisory, LLC | 0.18% | Reduce -7.8% | 12,287 | $1.4M |
| WoodTrust Financial Corp | 0.19% | Add +94.7% | 12,480 | $1.4M |
| Austin Private Wealth, LLC | 0.13% | Reduce -6.0% | 12,427 | $1.4M |
| Mgo One Seven LLC | 0.06% | Reduce -6.0% | 12,308 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Reduce -2.5% | 12,167 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.11% | No change | 12,029 | $1.3M |
| Bordeaux Wealth Advisors LLC | 0.24% | No change | 12,000 | $1.3M |
| Regal Investment Advisors LLC | 0.09% | Add +1.2% | 11,847 | $1.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +10.8% | 11,320 | $1.2M |
| MA Private Wealth | 0.23% | Reduce -6.1% | 11,278 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11,153 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.6% | 10,991 | $1.2M |
| Wealth Management Partners, LLC | 0.55% | Reduce -4.8% | 10,807 | $1.2M |
| Great Diamond Partners, LLC | 0.30% | Reduce -3.5% | 10,801 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.50% | Reduce -1.1% | 10,712 | $1.2M |
| Bensler, LLC | 0.15% | Reduce -0.7% | 10,685 | $1.2M |
| Axiom Advisory, LLC | 0.01% | Add +1.7% | 10,881 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -3.3% | 10,407 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.8% | 10,310 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | No change | 10,196 | $1.1M |
| Carret Asset Management, LLC | 0.12% | New | 10,114 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -6.8% | 10,048 | $1.1M |
| Wealth Alliance, LLC | 0.13% | Reduce -12.7% | 10,008 | $1.1M |
| Long Run Wealth Advisors, LLC | 0.25% | Reduce -0.3% | 9,864 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.4% | 9,719 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +12.3% | 9,677 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -2.9% | 9,446 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -5.0% | 9,377 | $1.0M |
| Destination Wealth Management | 0.03% | Reduce -0.7% | 9,189 | $1000K |
| D.A. Davidson & Co. | 0.01% | No change | 9,158 | $996K |
| Vontobel Holding Ltd. | 0.00% | Add +5.5% | 9,107 | $991K |
| NorthRock Partners, LLC | 0.03% | Add +11.8% | 9,070 | $987K |
| World Investment Advisors | 0.03% | Reduce -12.3% | 8,748 | $952K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -6.6% | 8,745 | $951K |
| Valmark Advisers, Inc. | 0.01% | Reduce -9.6% | 8,632 | $939K |
| Rwa Wealth Partners, LLC | 0.01% | Add +2.3% | 8,612 | $937K |
| Maia Wealth LLC | 0.23% | Reduce -1.1% | 8,329 | $915K |
| Consolidated Portfolio Review Corp | 0.20% | Add +3.2% | 8,248 | $897K |
| Atria Investments, Inc | 0.01% | Reduce -2.1% | 8,213 | $894K |
| Acropolis Investment Management, LLC | 0.05% | Reduce -2.8% | 8,186 | $891K |
| Heck Capital Advisors, LLC | 0.10% | Reduce -6.8% | 8,133 | $885K |
| Romano Brothers and Company | 0.11% | No change | 8,100 | $881K |
| Bigelow Investment Advisors, LLC | 0.39% | Reduce -4.3% | 8,036 | $874K |
| Main Street Group, LTD | 0.38% | No change | 7,909 | $860K |
| Financial Counselors Inc. | 0.01% | Add +0.3% | 7,906 | $860K |
| GeoWealth Management, LLC | 0.03% | Add +1817.7% | 7,786 | $847K |
| Harfst & Associates, Inc. | 0.19% | Reduce -2.9% | 7,769 | $845K |
| Mather Group, Llc. | 0.01% | Reduce -4.1% | 7,762 | $844K |
| Rogco, LP | 0.33% | Reduce -15.5% | 7,721 | $840K |
| Cobblestone Capital Advisors LLC | 0.05% | No change | 7,640 | $831K |
| Strategic Blueprint, LLC | 0.05% | Reduce -5.8% | 7,608 | $828K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +8.9% | 7,441 | $809K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -9.8% | 7,407 | $806K |
| Willow Creek Wealth Management Inc. | 0.08% | Add +0.7% | 7,358 | $800K |
| VERITY Wealth Advisors | 0.56% | No change | 7,299 | $794K |
| Concord Wealth Partners | 0.13% | Reduce -51.2% | 7,291 | $793K |
| Hills Bank & Trust Co | 0.06% | No change | 7,278 | $792K |
| Harbour Investments, Inc. | 0.02% | Reduce -3.2% | 7,246 | $788K |
| Keystone Financial Services | 0.31% | Reduce -12.8% | 7,233 | $787K |
| Halter Ferguson Financial Inc. | 0.44% | Add +9.9% | 7,211 | $784K |
| BIP Wealth, LLC | 0.05% | Add +157.9% | 7,105 | $773K |
| Zhang Financial LLC | 0.05% | New | 7,054 | $767K |
| Principle Wealth Partners LLC | 0.05% | No change | 7,047 | $767K |
| Rede Wealth, LLC | 0.29% | Reduce -8.3% | 7,045 | $766K |
| Kathmere Capital Management, LLC | 0.07% | No change | 6,867 | $747K |
| Allen Capital Group, LLC | 0.09% | Reduce -12.7% | 6,823 | $742K |
| Zevenbergen Capital Investments LLC | 0.02% | No change | 6,750 | $734K |
| Prism Advisors, Inc. | 0.20% | Reduce -0.1% | 6,496 | $707K |
| Meridian Wealth Management, LLC | 0.03% | New | 6,468 | $704K |
| WealthShield Partners, LLC | 0.09% | Reduce -1.5% | 6,404 | $697K |
| Peak Financial Management, Inc. | 0.20% | Reduce -0.4% | 6,265 | $682K |
| Aspiriant, LLC | 0.03% | Reduce -38.1% | 6,238 | $679K |
| Citigroup Inc. | 0.00% | Reduce -38.6% | 6,230 | $678K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -1.6% | 6,200 | $674K |
| Brooklyn FI, LLC | 0.24% | No change | 6,168 | $671K |
| Brookstone Capital Management | 0.01% | Reduce -3.0% | 6,165 | $671K |
| Copperleaf Capital, LLC | 0.51% | Reduce -0.9% | 6,116 | $665K |
| Kesler, Norman & Wride, LLC | 0.13% | Reduce -0.3% | 6,095 | $663K |
| RFG Advisory, LLC | 0.02% | New | 6,042 | $657K |
| Rollins Financial Advisors, LLC | 0.11% | No change | 6,035 | $657K |
| Mission Creek Capital Partners, Inc. | 0.15% | Reduce -0.2% | 5,946 | $647K |
| Fortis Capital Management LLC | 0.13% | Add +0.3% | 5,941 | $646K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +8.8% | 5,941 | $646K |
| Jones Financial Companies LLLP | 0.00% | Add +234.6% | 5,893 | $640K |
| Frisch Financial Group, Inc. | 0.19% | Add +0.3% | 5,814 | $633K |
| Retirement Income Solutions, Inc. | 0.14% | No change | 5,757 | $626K |
| Maiden Cove Capital, LLC | 0.97% | Add +19.7% | 5,717 | $622K |
| Aurora Private Wealth, Inc. | 0.49% | Add +0.3% | 5,708 | $621K |
| Traphagen Investment Advisors LLC | 0.06% | Reduce -0.7% | 5,600 | $609K |
| Renaissance Technologies | 0.00% | Reduce -24.3% | 5,600 | $609K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.7% | 5,489 | $607K |
| &partners | 0.01% | Add +0.1% | 5,570 | $606K |
| Montecito Bank & Trust | 0.10% | No change | 5,443 | $592K |
| Ascentis Independent Advisors | 0.09% | Add +15.2% | 5,429 | $591K |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -17.7% | 5,376 | $585K |
| WNY Asset Management, LLC | 0.07% | Reduce -16.2% | 5,373 | $585K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -74.5% | 5,358 | $583K |
| Members Trust Co | 0.02% | No change | 5,349 | $582K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -8.1% | 5,338 | $581K |
| Venturi Wealth Management, LLC | 0.03% | Add +0.3% | 5,265 | $573K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -39.0% | 5,258 | $572K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.7% | 5,219 | $568K |
| West Wealth Group, LLC | 0.18% | Reduce -3.2% | 5,187 | $564K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -30.5% | 5,171 | $560K |
| Addison Advisors LLC | 0.15% | No change | 5,130 | $558K |
| Lindbrook Capital, LLC | 0.05% | No change | 5,066 | $551K |
| NBT Bank, N.A. | 0.04% | Add +25.4% | 5,044 | $549K |
| Western Wealth Management, LLC | 0.03% | Add +0.1% | 4,967 | $540K |
| Fielder Capital Group LLC | 0.18% | No change | 4,966 | $540K |
| Altus Wealth Group LLC | 0.23% | No change | 4,931 | $536K |
| HM Payson & Co. | 0.01% | Add +17.2% | 4,921 | $535K |
| Parsons Capital Management Inc. | 0.03% | No change | 4,911 | $534K |
| Bahl & Gaynor LLC | 0.00% | Add +19.2% | 4,909 | $534K |
| West Financial Advisors, LLC | 0.10% | Reduce -3.6% | 4,872 | $530K |
| Buttonwood Financial Group, LLC | 0.32% | Reduce -6.2% | 4,857 | $528K |
| Aviso Financial Inc. | 0.03% | Reduce -2.2% | 4,847 | $527K |
| Arkadios Wealth Advisors | 0.03% | Add +26.3% | 4,828 | $525K |
| Flputnam Investment Management Co. | 0.01% | Reduce -10.4% | 4,819 | $524K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -20.3% | 4,808 | $523K |
| Callan Capital, LLC | 0.04% | No change | 4,798 | $522K |
| Tiaa Trust, National Association | 0.00% | No change | 4,789 | $521K |
| Magnus Financial Group LLC | 0.05% | Add +0.6% | 4,776 | $520K |
| Rockingstone Advisors LLC | 0.25% | No change | 4,726 | $514K |
| Ellevest, Inc. | 0.03% | No change | 4,713 | $513K |
| Perennial Investment Advisors, LLC | 0.07% | Add +5.1% | 4,699 | $511K |
| CoreCap Advisors, LLC | 0.02% | New | 4,644 | $505K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -2.1% | 4,608 | $501K |
| Deutsche Bank AG | 0.00% | No change | 4,550 | $495K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -1.1% | 4,515 | $491K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,464 | $486K |
| Gould Asset Management LLC | 0.10% | Add +1.4% | 4,402 | $479K |
| SK Wealth Management, LLC | 0.24% | — | 4,251 | $476K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,372 | $476K |
| Eq LLC | 0.23% | New | 4,306 | $468K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -3.3% | 4,254 | $463K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 4,238 | $461K |
| JSF Financial, LLC | 0.13% | Add +2.4% | 4,232 | $460K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.4% | 4,216 | $459K |
| Hengehold Capital Management LLC | 0.04% | No change | 4,177 | $454K |
| Hilltop Partners LLC | 0.15% | Add +11.9% | 4,164 | $453K |
| LifePlan Investment Advisors, Inc. | 0.29% | Reduce -10.0% | 4,129 | $449K |
| AlTi Global, Inc. | 0.01% | No change | 4,093 | $445K |
| Ascent Group, LLC | 0.03% | Reduce -0.3% | 4,073 | $443K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -6.5% | 4,027 | $438K |
| Gen-Wealth Partners Inc | 0.19% | Add +8.5% | 3,918 | $432K |
| Wealthgarden F.S. LLC | 0.42% | Reduce -3.1% | 3,932 | $428K |
| Spectrum Planning & Advisory Services Inc. | 0.41% | Add +8.3% | 3,886 | $423K |
| Wesbanco Bank Inc. | 0.01% | Add +0.1% | 3,842 | $418K |
| Argent Trust Co | 0.02% | No change | 3,785 | $412K |
| Blume Capital Management, Inc. | 0.09% | Reduce -0.7% | 3,763 | $409K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 3,754 | $408K |
| Compound Planning, Inc. | 0.03% | No change | 3,751 | $408K |
| Buffington Mohr McNeal | 0.07% | No change | 3,743 | $407K |
| Trust Co. of Vermont | 0.02% | No change | 3,715 | $404K |
| TrinityBridge Ltd | 0.01% | Reduce -4.2% | 3,715 | $404K |
| Sage Financial Management Group, Inc. | 0.16% | New | 3,703 | $403K |
| Essential Planning, LLC. | 0.17% | Reduce -5.4% | 3,697 | $402K |
| Peoples Bank | 0.20% | Reduce -4.7% | 3,685 | $401K |
| Wealth Architects, LLC | 0.05% | Reduce -39.5% | 3,662 | $398K |
| KFA Private Wealth Group, LLC | 0.19% | Reduce -18.8% | 3,650 | $397K |
| My Legacy Advisors, LLC | 0.15% | Reduce -12.6% | 3,597 | $391K |
| W.H. Cornerstone Investments Inc. | 0.26% | Reduce -1.8% | 3,568 | $388K |
| Concord Asset Management, LLC | 0.09% | Reduce -65.3% | 3,549 | $386K |
| Sax Wealth Advisors, LLC | 0.03% | Add +31.3% | 3,522 | $383K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,500 | $381K |
| Sound View Wealth Advisors Group, LLC | 0.03% | New | 3,500 | $381K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -13.1% | 3,464 | $377K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.1% | 3,457 | $376K |
| Tennessee Valley Asset Management Partners | 0.06% | Add +1.6% | 3,457 | $376K |
| Parkside Advisors LLC | 0.09% | No change | 3,447 | $375K |
| Trivium Point Advisory, LLC | 0.05% | New | 3,266 | $373K |
| First Pacific Financial | 0.09% | New | 3,418 | $372K |
| Savvy Advisors, Inc. | 0.08% | Add +3.4% | 3,412 | $371K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -8.2% | 3,415 | $371K |
| WBH Advisory Inc. | 0.04% | Reduce -9.6% | 3,394 | $369K |
| Merit Financial Group, LLC | 0.01% | No change | 3,375 | $367K |
| TruNorth Capital Management, LLC | 0.11% | No change | 3,349 | $364K |
| Gsa Capital Partners LLP | 0.03% | Reduce -22.8% | 3,337 | $363K |
| Wedbush Securities Inc. | 0.01% | Reduce -23.7% | 3,304 | $359K |
| Verus Capital Partners, LLC | 0.04% | Add +3.5% | 3,291 | $358K |
| Rossmore Private Capital | 0.04% | Add +2.1% | 3,280 | $357K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | No change | 3,275 | $356K |
| Hilltop Wealth Advisors, LLC | 0.17% | No change | 3,268 | $356K |
| Centurion Wealth Management LLC | 0.11% | — | 3,264 | $355K |
| First Foundation Advisors | 0.01% | No change | 3,233 | $352K |
| Beacon Financial Group | 0.04% | Reduce -9.2% | 3,217 | $350K |
| GYL Financial Synergies, LLC | 0.03% | No change | 3,215 | $350K |
| KBC Group NV | 0.00% | Reduce -41.2% | 3,194 | $347K |
| Marshall Wace, LLP | 0.00% | New | 3,171 | $345K |
| Myecfo, LLC | 0.19% | Reduce -5.3% | 3,160 | $344K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 3,159 | $344K |
| Oxler Private Wealth LLC | 0.12% | Add +0.3% | 3,155 | $343K |
| Affinity Wealth Management LLC | 0.06% | No change | 3,133 | $341K |
| Landaas & Co. /Wi | 0.09% | Add +0.3% | 3,100 | $337K |
| Goldstein Advisors, LLC | 0.05% | Reduce -1.4% | 3,092 | $336K |
| Creative Financial Designs Inc. | 0.03% | Reduce -3.2% | 3,076 | $335K |
| Milestone Investment Advisors LLC | 0.09% | No change | 3,062 | $333K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,044 | $331K |
| GenTrust, LLC | 0.02% | Add +2.3% | 3,037 | $330K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | No change | 3,000 | $326K |
| Sterling Investment Advisors, Ltd. | 0.08% | No change | 3,000 | $326K |
| AE Wealth Management LLC | 0.00% | Reduce -11.5% | 2,894 | $315K |
| Sage Capital Management, LLC | 0.15% | No change | 2,835 | $308K |
| JNBA Financial Advisors | 0.03% | Reduce -2.9% | 2,830 | $308K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +7.8% | 2,822 | $307K |
| Wilson & Boucher Capital Management, LLC | 0.21% | No change | 2,800 | $305K |
| Arbor Investment Advisors, LLC | 0.04% | Add +0.1% | 2,771 | $301K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -9.4% | 2,669 | $290K |
| DDFG, Inc | 0.08% | Reduce -0.8% | 2,654 | $289K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -27.3% | 2,651 | $288K |
| Braun-Bostich & Associates Inc. | 0.20% | Add +0.3% | 2,647 | $288K |
| Capital Analysts, LLC | 0.01% | Reduce -5.6% | 2,615 | $284K |
| Keel Point, LLC | 0.02% | No change | 2,564 | $279K |
| Theory Financial LLC | 0.12% | Reduce -4.0% | 2,575 | $277K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -11.4% | 2,547 | $277K |
| Hoxton Planning & Management, LLC | 0.11% | Reduce -3.9% | 2,543 | $277K |
| MRA Advisory Group | 0.15% | Add +12.8% | 2,541 | $276K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -10.7% | 2,531 | $275K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.9% | 2,494 | $274K |
| Somerset Group LLC | 0.25% | No change | 2,476 | $269K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.0% | 2,471 | $269K |
| 4Thought Financial Group Inc. | 0.16% | Reduce -4.1% | 2,438 | $265K |
| Millennium Management | 0.00% | New | 2,415 | $263K |
| Claro Advisors Inc. | 0.03% | Reduce -9.6% | 2,408 | $262K |
| CRA Financial Services, LLC | 0.05% | No change | 2,408 | $262K |
| JB Capital LLC | 0.01% | Reduce -14.3% | 2,348 | $256K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.0% | 2,344 | $255K |
| Well Done, LLC | 0.05% | No change | 2,338 | $254K |
| Brown Financial Advisors | 0.10% | No change | 2,262 | $246K |
| Zevin Asset Management LLC | 0.04% | No change | 2,235 | $243K |
| M&T Bank Corp | 0.00% | No change | 2,232 | $243K |
| Global Retirement Partners, LLC | 0.01% | Add +23.8% | 2,226 | $242K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.0% | 2,223 | $242K |
| Weaver Consulting Group | 0.08% | Reduce -2.6% | 2,220 | $242K |
| Erickson Financial Group, LLC | 0.17% | New | 2,195 | $239K |
| Prentiss Smith & Co. Inc. | 0.15% | No change | 2,168 | $236K |
| Talisman Wealth Advisors LLC | 0.25% | Add +9.5% | 2,151 | $234K |
| Principal Securities, Inc. | 0.01% | Reduce -9.1% | 2,148 | $234K |
| StoneX Group Inc. | 0.02% | New | 2,145 | $233K |
| Wealthspan Partners, LLC | 0.11% | Add +0.2% | 2,138 | $233K |
| Smith & Howard Wealth Management, LLC | 0.07% | Reduce -1.7% | 2,123 | $231K |
| Copley Financial Group, Inc. | 0.21% | — | 2,109 | $229K |
| Old Port Advisors | 0.06% | No change | 2,103 | $229K |
| Emergent Wealth Advisors, LLC | 0.17% | Add +0.4% | 2,090 | $227K |
| Tritonpoint Wealth, LLC | 0.02% | New | 2,090 | $227K |
| Howe & Rusling Inc. | 0.02% | Add +0.2% | 2,082 | $226K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,076 | $225K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,069 | $225K |
| Unionview, LLC | 0.17% | Add +0.3% | 2,067 | $225K |
| Trilogy Capital Inc. | 0.01% | New | 2,056 | $224K |
| Hart & Patterson Financial Group LLC | 0.11% | Reduce -4.6% | 2,054 | $223K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 2,050 | $223K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.05% | Add +1.1% | 2,043 | $222K |
| Ridgecrest Wealth Partners, LLC | 0.12% | No change | 2,040 | $222K |
| Sovereign Financial Group, Inc. | 0.05% | No change | 2,040 | $222K |
| Simplicity Wealth,LLC | 0.02% | Reduce -4.6% | 2,022 | $220K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.2% | 2,010 | $219K |
| Evoke Wealth, LLC | 0.01% | No change | 2,005 | $218K |
| Marco Investment Management LLC | 0.02% | No change | 2,000 | $218K |
| Banco Santander, S.A. | 0.00% | No change | 2,000 | $218K |
| Tilson Financial Group, Inc. | 0.09% | New | 1,998 | $217K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,939 | $213K |
| Gries Financial LLC | 0.04% | New | 1,940 | $211K |
| Sugarloaf Wealth Management, LLC | 0.04% | Reduce -16.0% | 1,937 | $211K |
| Baron Financial Group, LLC | 0.13% | Reduce -0.5% | 1,930 | $210K |
| Darden Wealth Group Inc | 0.15% | New | 1,907 | $208K |
| Firestone Capital Management | 0.05% | New | 1,906 | $207K |
| Diversified Trust Co. | 0.01% | New | 1,882 | $205K |
| Clearstead Trust, LLC | 0.05% | No change | 1,877 | $204K |
| Avior Wealth Management, LLC | 0.01% | Reduce -15.8% | 1,866 | $203K |
| Smithfield Trust Co | 0.01% | Reduce -6.3% | 1,875 | $203K |
| Axxcess Wealth Management, LLC | 0.01% | New | 1,860 | $202K |
| Towercrest Capital Management | 0.03% | New | 1,854 | $202K |
| Creative Capital Management Investments LLC | 0.08% | No change | 1,819 | $198K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.1% | 1,805 | $196K |
| AllSquare Wealth Management LLC | 0.11% | No change | 1,767 | $192K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 1,754 | $191K |
| Matrix Private Capital Group LLC | 0.11% | Add +65.4% | 1,690 | $184K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -15.1% | 1,679 | $183K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.7% | 1,565 | $170K |
| Lowe Wealth Advisors, LLC | 0.07% | Reduce -12.6% | 1,388 | $151K |
| Evergreen Private Wealth LLC | 0.07% | No change | 1,358 | $148K |
| Westside Investment Management, Inc. | 0.03% | Reduce -26.8% | 1,355 | $147K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,350 | $147K |
| Rise Advisors, LLC | 0.07% | Add +0.3% | 1,320 | $144K |
| McIlrath & Eck, LLC | 0.02% | Reduce -3.7% | 1,277 | $139K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,235 | $134K |
| Private Trust Co. NA | 0.01% | No change | 1,233 | $134K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,230 | $134K |
| TD Capital Management LLC | 0.01% | Add +0.2% | 1,229 | $134K |
| Caldwell Trust Co | 0.01% | No change | 1,200 | $131K |
| NorthCoast Asset Management LLC | 0.00% | Add +3.8% | 46,808 | $128K |
| Ancora Advisors LLC | 0.00% | No change | 1,150 | $125K |
| Coppell Advisory Solutions LLC | 0.02% | No change | 1,068 | $116K |
| PrairieView Partners, LLC | 0.01% | No change | 1,034 | $112K |
| EPG Wealth Management LLC | 0.03% | Add +0.0% | 1,000 | $109K |
| Bessemer Group Inc. | 0.00% | No change | 940 | $102K |
| Paladin Wealth, LLC | 0.08% | — | 884 | $96K |
| Financial Perspectives, Inc | 0.03% | Add +0.4% | 795 | $86K |
| LGT Financial Advisors LLC | 0.21% | Add +0.4% | 780 | $85K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -12.9% | 778 | $85K |
| Arax Advisory Partners | 0.01% | New | 739 | $80K |
| Sandy Spring Bank | 0.00% | No change | 700 | $76K |
| Clearstead Advisors, LLC | 0.00% | No change | 692 | $75K |
| Adirondack Trust Co. | 0.03% | No change | 690 | $75K |
| Private Capital Management LLC | 0.01% | Reduce -27.8% | 623 | $68K |
| Bristlecone Advisors, LLC | 0.01% | New | 621 | $68K |
| Mattson Financial Services, LLC | 0.02% | No change | 614 | $64K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 580 | $63K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -71.5% | 572 | $62K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.4% | 550 | $60K |
| Eastern Bank | 0.00% | New | 537 | $58K |
| Bank of New Hampshire | 0.01% | No change | 510 | $55K |
| Colonial Trust Advisors | 0.00% | No change | 500 | $54K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -7.6% | 498 | $54K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -57.1% | 495 | $54K |
| Parallel Advisors, LLC | 0.00% | Add +6.3% | 489 | $53K |
| IFP Advisors, Inc | 0.00% | No change | 476 | $52K |
| Mfa Wealth Advisors, LLC | 0.01% | No change | 460 | $50K |
| ORG Partners LLC | 0.01% | Reduce -13.8% | 457 | $50K |
| Castleview Partners, LLC | 0.03% | Add +0.5% | 443 | $48K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -13.9% | 446 | $48K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 436 | $47K |
| Salomon & Ludwin, LLC | 0.00% | No change | 411 | $45K |
| Legacies Wealth LLC | 0.03% | Add +55.4% | 401 | $44K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 400 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.8% | 385 | $42K |
| Quadrant Capital Group LLC | 0.00% | No change | 380 | $41K |
| Archer Investment Corp | 0.01% | No change | 304 | $33K |
| CENTRAL TRUST Co | 0.00% | No change | 290 | $32K |
| Larson Financial Group LLC | 0.00% | No change | 273 | $30K |
| Hall Laurie J Trustee | 0.01% | Reduce -28.6% | 250 | $27K |
| Eagle Bay Advisors LLC | 0.01% | No change | 246 | $27K |
| Hollencrest Capital Management | 0.00% | No change | 222 | $24K |
| PSI Advisors, LLC | 0.01% | No change | 216 | $23K |
| Fairfield Financial Advisors, LTD | 0.01% | No change | 200 | $22K |
| Russell Investments Group, Ltd. | 0.00% | New | 192 | $21K |
| Global Financial Private Client, LLC | 0.01% | Reduce -13.5% | 180 | $20K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $20K |
| Ransom Advisory, Ltd | 0.01% | No change | 170 | $18K |
| Kennebec Savings Bank | 0.02% | — | 161 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 158 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $16K |
| Ballast Advisors LLC | 0.00% | No change | 137 | $15K |
| Evermay Wealth Management LLC | 0.00% | No change | 130 | $14K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -46.8% | 125 | $14K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 118 | $13K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 104 | $11K |
| Founders Capital Management | 0.01% | No change | 89 | $10K |
| Glenmede Trust Co. NA | 0.00% | No change | 75 | $8K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -17.6% | 70 | $8K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 67 | $7K |
| Hanson & Doremus Investment Management | 0.00% | No change | 55 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 45 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 40 | $4K |
| Macroview Investment Management LLC | 0.00% | Add +2.6% | 40 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | Add +44.4% | 39 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 33 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 29 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 22 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 20 | $2K |
| Abound Wealth Management | 0.00% | New | 1 | $110 |
"% 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.