iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q4 2024 (December 31)569holders +30
30new positions
25sold out
2famous investors
$109.91avg. 13F price*
At the end of Q4 2024, 569 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 30 from Q3 2024. 30 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($524.0M), Envestnet Asset Management Inc. ($222.6M) and Bank of America Corp. ($186.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $107.3M |
| Exits | 25 | $273.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,228,537 shares bought and 1,040,226 shares sold, net +1,188,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 569 holders
| Morgan Stanley | 0.04% | Reduce -2.4% | 4,753,008 | $524.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -7.5% | 2,019,500 | $222.6M |
| Bank of America Corp. | 0.02% | Add +8.5% | 1,691,058 | $186.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.9% | 1,390,912 | $153.3M |
| Bank of New York Mellon Corp | 0.02% | Add +4.8% | 1,020,431 | $112.5M |
| LPL Financial LLC | 0.05% | Add +22.9% | 1,005,714 | $110.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.3% | 940,619 | $103.7M |
| IMA Advisory Services, Inc. | 11.28% | New | 851,724 | $93.7M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Reduce -8.2% | 566,551 | $62.5M |
| UBS Group AG | 0.01% | Add +3.2% | 497,697 | $54.9M |
| Betterment LLC | 0.11% | Reduce -3.4% | 425,114 | $46.9M |
| US Bancorp \de | 0.06% | Add +3.1% | 401,934 | $44.3M |
| Mariner, LLC | 0.06% | Add +4.6% | 323,324 | $35.6M |
| Sei Investments Co. | 0.04% | Reduce -1.6% | 281,446 | $31.0M |
| Cerity Partners LLC | 0.06% | Add +2.2% | 269,557 | $29.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.0% | 252,040 | $27.8M |
| Wells Fargo & Company | 0.01% | Reduce -12.9% | 250,533 | $27.6M |
| Osaic Holdings, Inc. | 0.06% | Add +1.4% | 238,644 | $26.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +9.7% | 238,654 | $26.3M |
| Essential Planning, LLC. | 0.17% | Add +6218.7% | 233,601 | $26.1M |
| National Philanthropic Trust | 0.34% | Reduce -8.6% | 212,482 | $23.4M |
| Ameritas Advisory Services, LLC | 0.73% | Add +56.8% | 190,531 | $21.0M |
| Raymond James Financial Inc. | 0.01% | — | 190,488 | $21.0M |
| Rockefeller Capital Management L.P. | 0.05% | Add +14.9% | 189,142 | $20.9M |
| Truist Financial Corp. | 0.03% | Reduce -1.6% | 187,788 | $20.7M |
| Creative Planning | 0.02% | Reduce -0.4% | 183,832 | $20.3M |
| Park Avenue Securities LLC | 0.19% | Reduce -6.2% | 166,729 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +11.5% | 154,752 | $17.1M |
| Trillium Asset Management, LLC | 0.44% | Add +107.0% | 153,031 | $16.9M |
| Captrust Financial Advisors | 0.05% | Reduce -2.1% | 144,556 | $15.9M |
| Fiduciary Trust Co | 0.21% | Reduce -0.9% | 143,966 | $15.9M |
| Cetera Investment Advisers | 0.03% | Reduce -3.2% | 139,912 | $15.4M |
| Manchester Capital Management LLC | 1.69% | Add +5.6% | 131,871 | $14.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -0.3% | 128,852 | $14.2M |
| Gemmer Asset Management LLC | 1.37% | Reduce -0.5% | 126,319 | $13.9M |
| Dunhill Financial, LLC | 6.11% | Reduce -7.1% | 119,199 | $13.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -7.2% | 116,888 | $13.1M |
| MML Investors Services, LLC | 0.04% | Reduce -9.7% | 116,698 | $12.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -8.7% | 112,681 | $12.4M |
| Advisory Services Network, LLC | 0.22% | Add +13.2% | 106,962 | $11.8M |
| Hill Island Financial LLC | 3.30% | Reduce -2.3% | 102,475 | $11.3M |
| Francis Financial, Inc. | 2.87% | Reduce -3.5% | 102,385 | $11.3M |
| Mascoma Wealth Management LLC | 2.74% | Reduce -4.5% | 99,105 | $10.9M |
| PFG Investments, LLC | 0.64% | Add +0.9% | 92,668 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.3% | 85,910 | $9.5M |
| Composition Wealth, LLC | 0.19% | Reduce -0.5% | 83,090 | $9.2M |
| Natural Investments, LLC | 2.48% | — | 81,269 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +12.4% | 78,755 | $8.7M |
| Cwm, LLC | 0.03% | Reduce -17.6% | 75,036 | $8.3M |
| Comerica Bank | 0.03% | Add +7.2% | 72,154 | $8.0M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -11.3% | 71,661 | $7.9M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -8.8% | 70,218 | $7.7M |
| Choreo, LLC | 0.11% | Reduce -2.3% | 70,179 | $7.7M |
| Focus Partners Wealth | 0.02% | Add +66.5% | 68,297 | $7.5M |
| Fifth Third Wealth Advisors LLC | 0.40% | Add +15.2% | 67,086 | $7.4M |
| Perigon Wealth Management, LLC | 0.18% | Add +22.8% | 64,807 | $7.2M |
| Strategic Point Investment Advisors, LLC | 1.15% | Add +0.1% | 64,161 | $7.1M |
| First Affirmative Financial Network | 4.01% | Reduce -9.1% | 63,064 | $7.0M |
| SageView Advisory Group, LLC | 0.30% | Reduce -1.5% | 62,713 | $6.9M |
| Corient Private Wealth LP | 0.01% | Reduce -3.9% | 60,739 | $6.7M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 59,961 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +36.0% | 56,733 | $6.3M |
| Brio Consultants, LLC | 0.96% | Add +7.7% | 55,693 | $6.1M |
| Johnson Financial Group, Inc. | 0.29% | Add +2.5% | 54,563 | $6.1M |
| Gradient Investments LLC | 0.12% | Add +0.4% | 52,044 | $5.7M |
| Dohj, LLC | 1.27% | Add +0.3% | 49,883 | $5.5M |
| Headinvest, LLC | 1.03% | Add +14.4% | 49,595 | $5.5M |
| SOA Wealth Advisors, LLC. | 1.00% | Reduce -2.7% | 49,115 | $5.4M |
| NorthCoast Asset Management LLC | 0.03% | Add +1.9% | 47,712 | $5.3M |
| One Wealth Advisors, LLC | 0.77% | Reduce -7.7% | 47,117 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.7% | 42,373 | $4.7M |
| Assetmark, Inc. | 0.01% | Add +1.1% | 42,316 | $4.7M |
| St Germain D J Co. Inc. | 0.21% | Add +13.3% | 42,179 | $4.7M |
| Columbia Bank | 1.61% | Add +8.1% | 42,436 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +4.3% | 41,942 | $4.6M |
| Litman Gregory Wealth Management LLC | 0.38% | Reduce -1.3% | 40,236 | $4.4M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +10319.0% | 40,113 | $4.4M |
| One Capital Management, LLC | 0.15% | Reduce -0.8% | 39,980 | $4.4M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -8.9% | 39,799 | $4.4M |
| Laurel Wealth Planning LLC | 2.70% | Reduce -1.9% | 38,021 | $4.2M |
| Allianz SE | 0.11% | Reduce -4.3% | 37,735 | $4.2M |
| Cranbrook Wealth Management, LLC | 0.94% | Reduce -1.3% | 36,954 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +4.9% | 36,771 | $4.1M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +4.9% | 36,771 | $4.1M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -4.6% | 36,467 | $4.0M |
| Accredited Investors Inc. | 0.23% | Reduce -4.9% | 35,964 | $4.0M |
| Neumann Capital Management, LLC | 1.31% | Reduce -2.6% | 35,898 | $4.0M |
| Moment Partners, LLC | 0.74% | — | 35,192 | $3.9M |
| Bailard, Inc. | 0.10% | Add +2.4% | 34,447 | $3.8M |
| Childress Capital Advisors, LLC | 1.04% | No change | 33,930 | $3.7M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -17.9% | 33,818 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.5% | 33,369 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.65% | Add +0.5% | 33,294 | $3.7M |
| BBR Partners, LLC | 0.25% | Add +0.1% | 32,339 | $3.6M |
| BlackRock, Inc. | 0.00% | Add +73.8% | 32,010 | $3.5M |
| Franklin Resources Inc. | 0.00% | No change | 31,891 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -30.5% | 31,736 | $3.5M |
| Lido Advisors, LLC | 0.02% | Reduce -0.5% | 30,063 | $3.3M |
| Pitcairn Co. | 0.20% | Reduce -1.0% | 30,059 | $3.3M |
| Institute for Wealth Management, LLC. | 0.42% | Add +6.4% | 30,032 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -4.8% | 29,959 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -3.1% | 29,168 | $3.3M |
| Independent Advisor Alliance | 0.04% | New | 29,743 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.3% | 29,265 | $3.2M |
| Keybank National Association | 0.01% | No change | 28,409 | $3.1M |
| &partners | 0.04% | Add +396.2% | 27,639 | $3.1M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -10.3% | 27,517 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.1% | 27,414 | $3.0M |
| Bangor Savings Bank | 0.28% | Reduce -1.3% | 27,390 | $3.0M |
| Investor's Fiduciary Advisor Network, LLC | 1.15% | — | 27,316 | $3.0M |
| Pennsylvania Capital Management Inc. | 1.02% | Add +4.1% | 26,816 | $3.0M |
| Creekside Partners | 1.51% | Reduce -2.1% | 26,348 | $2.9M |
| Allworth Financial LP | 0.02% | Add +1.2% | 24,801 | $2.9M |
| Shepherd Financial Partners LLC | 0.34% | Reduce -4.3% | 25,785 | $2.8M |
| Fsa Wealth Partners, Inc. | 0.67% | Add +2.3% | 25,764 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -54.3% | 25,742 | $2.8M |
| Wealthfront Advisers LLC | 0.01% | Add +23.7% | 25,686 | $2.8M |
| Forbes J M & Co. LLP | 0.27% | Reduce -1.5% | 25,532 | $2.8M |
| Sharkey, Howes & Javer | 0.39% | Reduce -3.5% | 25,319 | $2.8M |
| Gibson Capital, LLC | 0.57% | Reduce -0.2% | 25,104 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +28.5% | 24,496 | $2.7M |
| Cornerstone Wealth Management, LLC | 0.18% | Reduce -4.9% | 24,008 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.7% | 23,968 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +42.7% | 23,967 | $2.6M |
| Wealthcare Capital Management LLC | 0.27% | Reduce -4.0% | 23,907 | $2.6M |
| Financial Insights, Inc. | 1.02% | Reduce -0.8% | 23,867 | $2.6M |
| Stanich Group LLC | 1.95% | — | 23,662 | $2.6M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -1.5% | 23,360 | $2.6M |
| Sapient Capital LLC | 0.05% | No change | 23,147 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -0.6% | 23,122 | $2.5M |
| Altfest L J & Co. Inc. | 0.32% | Reduce -5.6% | 22,844 | $2.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.47% | No change | 22,579 | $2.5M |
| Evergreen Capital Management LLC | 0.08% | Reduce -0.3% | 22,168 | $2.4M |
| Strategic Wealth Investment Group, LLC | 0.13% | New | 56,491 | $2.4M |
| Eley Financial Management, Inc | 0.94% | Add +4.3% | 21,895 | $2.4M |
| Diversified Enterprises, LLC | 0.23% | Add +25.0% | 21,337 | $2.4M |
| PFG Advisors | 0.14% | Reduce -1.5% | 20,974 | $2.3M |
| Impact Investors, Inc | 1.77% | — | 20,718 | $2.3M |
| Hilltop Holdings Inc. | 0.14% | Add +7.8% | 20,525 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -10.5% | 20,522 | $2.3M |
| Topel & Distasi Wealth Management, LLC | 0.96% | Reduce -0.8% | 20,360 | $2.2M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -4.0% | 20,091 | $2.2M |
| BigSur Wealth Management LLC | 0.63% | No change | 20,000 | $2.2M |
| Arlington Financial Advisors, LLC | 0.43% | Add +3.5% | 19,627 | $2.2M |
| FMR LLC | 0.00% | Add +50.5% | 19,568 | $2.2M |
| Conscious Wealth Investments, LLC | 1.44% | Add +13.8% | 18,875 | $2.1M |
| HB Wealth Management, LLC | 0.02% | No change | 19,226 | $2.1M |
| Boston Trust Walden Corp | 0.01% | No change | 19,097 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 1.67% | Add +6.5% | 18,769 | $2.1M |
| Davis Wealth Advisors, LLC | 2.25% | — | 18,530 | $2.0M |
| NewEdge Wealth, LLC | 0.03% | No change | 18,194 | $2.0M |
| Vicus Capital | 0.18% | Reduce -0.7% | 18,103 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.28% | Add +2.9% | 17,475 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | New | 17,286 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -3.0% | 17,138 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Add +394.6% | 17,132 | $1.9M |
| Allodium Investment Consultants, LLC | 1.56% | — | 16,919 | $1.9M |
| Charter Oak Capital Management, LLC | 0.17% | Reduce -0.5% | 16,671 | $1.8M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -2.5% | 16,671 | $1.8M |
| Revolve Wealth Partners, LLC | 0.27% | Add +0.7% | 16,668 | $1.8M |
| Elios Financial Group Inc. | 0.85% | Reduce -5.7% | 16,259 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -1.4% | 16,136 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -47.3% | 15,840 | $1.7M |
| SVB Wealth LLC | 0.03% | New | 15,592 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -14.0% | 15,253 | $1.7M |
| Boston Standard Wealth Management, LLC | 0.33% | Add +0.3% | 15,237 | $1.7M |
| GeoWealth Management, LLC | 0.05% | Add +95.0% | 15,185 | $1.7M |
| Renaissance Technologies | 0.00% | Add +169.6% | 15,100 | $1.7M |
| Investors Research Corp | 0.36% | Add +0.5% | 14,981 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.29% | Reduce -1.2% | 14,944 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.2% | 14,913 | $1.6M |
| Grant/GrossMendelsohn, LLC | 0.84% | No change | 14,538 | $1.6M |
| Ulland Investment Advisors, LLC | 1.09% | No change | 14,260 | $1.6M |
| Whittier Trust Co. | 0.02% | Add +1.3% | 13,940 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +36.7% | 13,737 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -7.7% | 13,694 | $1.5M |
| Tempus Wealth Planning, LLC | 0.46% | Add +1.0% | 13,531 | $1.5M |
| Aspiriant, LLC | 0.05% | Add +116.3% | 13,494 | $1.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +0.6% | 13,283 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Reduce -0.2% | 13,168 | $1.5M |
| Sage Financial Group Inc. | 0.12% | Reduce -23.3% | 13,112 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -30.5% | 13,040 | $1.4M |
| CX Institutional | 0.06% | Reduce -4.3% | 12,677 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.11% | Add +1.2% | 12,173 | $1.3M |
| Continuum Advisory, LLC | 0.17% | Reduce -1.7% | 12,083 | $1.3M |
| Bordeaux Wealth Advisors LLC | 0.21% | No change | 12,000 | $1.3M |
| Austin Private Wealth, LLC | 0.12% | Reduce -4.3% | 11,894 | $1.3M |
| WoodTrust Financial Corp | 0.18% | Reduce -4.8% | 11,881 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +122.1% | 11,592 | $1.3M |
| Mgo One Seven LLC | 0.05% | Reduce -7.0% | 11,449 | $1.3M |
| MA Private Wealth | 0.23% | Add +0.6% | 11,343 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11,153 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -28.9% | 11,241 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +0.1% | 10,423 | $1.2M |
| Great Diamond Partners, LLC | 0.31% | Add +0.1% | 10,806 | $1.2M |
| Wealth Management Partners, LLC | 0.51% | Reduce -0.0% | 10,805 | $1.2M |
| Regal Investment Advisors LLC | 0.09% | Reduce -9.3% | 10,747 | $1.2M |
| Hershey Financial Advisers, LLC | 1.04% | — | 10,710 | $1.2M |
| Bensler, LLC | 0.14% | Reduce -0.1% | 10,670 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.50% | No change | 10,712 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -19.4% | 10,436 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Reduce -1.3% | 10,066 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +67.7% | 9,880 | $1.1M |
| RFG Advisory, LLC | 0.03% | Add +62.9% | 9,842 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.4% | 9,842 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.7% | 9,824 | $1.1M |
| Potentia Wealth | 0.48% | — | 9,769 | $1.1M |
| Kathmere Capital Management, LLC | 0.10% | Add +41.3% | 9,702 | $1.1M |
| Fifth Third Bancorp | 0.00% | No change | 9,446 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +0.1% | 9,388 | $1.0M |
| Main Street Group, LTD | 0.43% | Add +18.3% | 9,352 | $1.0M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -17.5% | 9,335 | $1.0M |
| Long Run Wealth Advisors, LLC | 0.25% | Reduce -5.6% | 9,310 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Add +1.3% | 9,183 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.8% | 9,089 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Add +4.6% | 9,005 | $993K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -7.5% | 8,989 | $991K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.6% | 8,960 | $988K |
| Consolidated Portfolio Review Corp | 0.16% | Add +8.5% | 8,952 | $987K |
| Destination Wealth Management | 0.03% | Reduce -3.9% | 8,827 | $973K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -9.3% | 8,774 | $967K |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.2% | 8,728 | $962K |
| LongView Asset Management LLC | 0.83% | — | 8,684 | $957K |
| Valmark Advisers, Inc. | 0.01% | No change | 8,632 | $952K |
| Maia Wealth LLC | 0.20% | Add +1.9% | 8,487 | $950K |
| World Investment Advisors | 0.03% | Reduce -3.6% | 8,430 | $929K |
| Wealth Alliance, LLC | 0.11% | Reduce -16.9% | 8,319 | $917K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +10.6% | 8,229 | $907K |
| Acropolis Investment Management, LLC | 0.05% | Reduce -0.7% | 8,133 | $897K |
| Romano Brothers and Company | 0.11% | Reduce -0.3% | 8,080 | $891K |
| Heck Capital Advisors, LLC | 0.10% | Reduce -1.1% | 8,048 | $887K |
| First Pacific Financial | 0.21% | Add +133.9% | 7,995 | $881K |
| Financial Counselors Inc. | 0.01% | Reduce -2.3% | 7,724 | $852K |
| Mather Group, Llc. | 0.01% | Reduce -0.7% | 7,706 | $850K |
| Harfst & Associates, Inc. | 0.18% | Reduce -1.6% | 7,644 | $843K |
| Cobblestone Capital Advisors LLC | 0.05% | No change | 7,640 | $842K |
| Rogco, LP | 0.34% | Reduce -1.1% | 7,632 | $841K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +35.2% | 7,420 | $818K |
| Carret Asset Management, LLC | 0.09% | Reduce -26.8% | 7,400 | $816K |
| Willow Creek Wealth Management Inc. | 0.08% | Reduce -0.1% | 7,353 | $811K |
| VERITY Wealth Advisors | 0.58% | No change | 7,299 | $805K |
| Harbour Investments, Inc. | 0.02% | Add +0.5% | 7,279 | $802K |
| Hills Bank & Trust Co | 0.06% | No change | 7,278 | $802K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 7,270 | $801K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.5% | 7,267 | $801K |
| Halter Ferguson Financial Inc. | 0.34% | Add +0.4% | 7,237 | $798K |
| Keystone Financial Services | 0.31% | Add +0.0% | 7,236 | $798K |
| BIP Wealth, LLC | 0.05% | No change | 7,105 | $783K |
| Zhang Financial LLC | 0.04% | No change | 7,054 | $778K |
| Principle Wealth Partners LLC | 0.05% | No change | 7,047 | $777K |
| Bigelow Investment Advisors, LLC | 0.36% | Reduce -12.9% | 6,998 | $772K |
| One Wealth Capital Management, LLC | 0.39% | — | 6,897 | $760K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -7.3% | 6,864 | $757K |
| Golden State Wealth Management, LLC | 0.11% | — | 6,792 | $749K |
| Zevenbergen Capital Investments LLC | 0.02% | No change | 6,750 | $744K |
| Savvy Advisors, Inc. | 0.09% | Add +97.7% | 6,746 | $744K |
| Rede Wealth, LLC | 0.28% | Reduce -4.4% | 6,734 | $742K |
| Atria Investments, Inc | 0.01% | Reduce -23.3% | 6,300 | $695K |
| WealthShield Partners, LLC | 0.10% | Reduce -2.0% | 6,278 | $692K |
| Peak Financial Management, Inc. | 0.21% | Reduce -0.3% | 6,245 | $689K |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 6,227 | $687K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +29.0% | 6,203 | $684K |
| Brooklyn FI, LLC | 0.23% | No change | 6,168 | $680K |
| Prism Advisors, Inc. | 0.20% | Reduce -6.0% | 6,107 | $673K |
| Kesler, Norman & Wride, LLC | 0.15% | Add +0.1% | 6,098 | $672K |
| Concord Wealth Partners | 0.11% | Reduce -16.8% | 6,063 | $668K |
| Rollins Financial Advisors, LLC | 0.10% | No change | 6,035 | $665K |
| Fortis Capital Management LLC | 0.12% | Add +0.3% | 5,959 | $657K |
| Copperleaf Capital, LLC | 0.42% | Reduce -2.6% | 5,957 | $657K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -9.0% | 5,883 | $649K |
| Frisch Financial Group, Inc. | 0.19% | Add +0.3% | 5,831 | $643K |
| Brookstone Capital Management | 0.01% | Reduce -6.2% | 5,786 | $638K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.0% | 5,763 | $635K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 5,757 | $635K |
| Aurora Private Wealth, Inc. | 0.47% | Add +0.3% | 5,725 | $631K |
| Mission Creek Capital Partners, Inc. | 0.14% | Reduce -5.3% | 5,628 | $621K |
| Oregon Pacific Wealth Management, LLC | 0.60% | — | 5,561 | $613K |
| Traphagen Investment Advisors LLC | 0.06% | Reduce -1.1% | 5,539 | $611K |
| Bremer Bank National Association | 0.12% | Reduce -64.0% | 5,521 | $609K |
| Aviso Financial Inc. | 0.03% | Add +13.4% | 5,497 | $607K |
| Perennial Investment Advisors, LLC | 0.07% | Add +16.5% | 5,476 | $604K |
| Theory Financial LLC | 0.25% | Add +112.0% | 5,460 | $602K |
| Montecito Bank & Trust | 0.10% | No change | 5,443 | $600K |
| Strategic Blueprint, LLC | 0.04% | Reduce -29.0% | 5,401 | $595K |
| LifePlan Investment Advisors, Inc. | 0.37% | Add +30.4% | 5,382 | $593K |
| WNY Asset Management, LLC | 0.07% | Add +0.0% | 5,374 | $593K |
| Finley Financial, LLC | 0.31% | — | 5,290 | $591K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 5,353 | $590K |
| Members Trust Co | 0.02% | No change | 5,349 | $590K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -0.6% | 5,235 | $577K |
| Gould Asset Management LLC | 0.12% | Add +16.7% | 5,137 | $566K |
| Lindbrook Capital, LLC | 0.05% | No change | 5,066 | $559K |
| West Wealth Group, LLC | 0.17% | Reduce -2.6% | 5,052 | $557K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -19.2% | 5,010 | $552K |
| West Financial Advisors, LLC | 0.11% | Add +2.7% | 5,003 | $552K |
| Merit Financial Group, LLC | 0.01% | Add +47.8% | 4,987 | $550K |
| YANKCOM Partnership | 0.29% | — | 4,983 | $549K |
| Fielder Capital Group LLC | 0.17% | No change | 4,966 | $548K |
| Altus Wealth Group LLC | 0.24% | No change | 4,931 | $544K |
| Parsons Capital Management Inc. | 0.03% | Add +0.3% | 4,926 | $543K |
| Arkadios Wealth Advisors | 0.03% | Add +1.7% | 4,911 | $541K |
| Maiden Cove Capital, LLC | 0.82% | Reduce -14.6% | 4,880 | $538K |
| NBT Bank, N.A. | 0.04% | Reduce -4.4% | 4,821 | $532K |
| Flputnam Investment Management Co. | 0.01% | No change | 4,819 | $531K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -10.4% | 4,801 | $529K |
| Callan Capital, LLC | 0.04% | No change | 4,798 | $529K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.1% | 4,782 | $527K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +5.9% | 4,780 | $527K |
| Ascentis Independent Advisors | 0.10% | Reduce -12.6% | 4,744 | $523K |
| Magnus Financial Group LLC | 0.05% | Reduce -0.9% | 4,731 | $522K |
| Ellevest, Inc. | 0.03% | No change | 4,713 | $520K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.1% | 4,641 | $512K |
| Buttonwood Financial Group, LLC | 0.28% | Reduce -8.4% | 4,450 | $512K |
| Rockingstone Advisors LLC | 0.23% | Reduce -2.1% | 4,626 | $510K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 4,608 | $508K |
| Western Wealth Management, LLC | 0.03% | Reduce -8.1% | 4,564 | $503K |
| Deutsche Bank AG | 0.00% | No change | 4,550 | $502K |
| KBC Group NV | 0.00% | Add +41.3% | 4,513 | $498K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -15.0% | 4,468 | $493K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,464 | $492K |
| LWM Advisors Inc. | 0.49% | — | 4,425 | $488K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,372 | $482K |
| Lifelong Wealth Advisors, Inc. | 0.21% | — | 4,325 | $477K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -64.9% | 4,271 | $471K |
| SK Wealth Management, LLC | 0.24% | No change | 4,251 | $469K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 4,238 | $467K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,216 | $465K |
| Compound Planning, Inc. | 0.02% | Add +12.3% | 4,213 | $465K |
| HM Payson & Co. | 0.01% | Reduce -14.7% | 4,200 | $463K |
| Hengehold Capital Management LLC | 0.04% | No change | 4,177 | $461K |
| Hilltop Partners LLC | 0.16% | No change | 4,164 | $459K |
| JSF Financial, LLC | 0.12% | Reduce -1.7% | 4,159 | $459K |
| Sage Financial Management Group, Inc. | 0.17% | Add +12.1% | 4,150 | $458K |
| Allen Capital Group, LLC | 0.06% | Reduce -39.8% | 4,108 | $453K |
| Addison Advisors LLC | 0.12% | Reduce -20.6% | 4,073 | $449K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -5.0% | 4,041 | $446K |
| Eq LLC | 0.21% | Reduce -6.3% | 4,034 | $445K |
| KFA Private Wealth Group, LLC | 0.18% | Add +8.7% | 3,968 | $437K |
| Coordinated Financial Services, Inc. | 0.35% | — | 3,956 | $436K |
| Concord Asset Management, LLC | 0.10% | Add +10.8% | 3,934 | $434K |
| AlTi Global, Inc. | 0.01% | Reduce -5.3% | 3,877 | $427K |
| Rossmore Private Capital | 0.05% | Add +17.9% | 3,867 | $426K |
| Wealthgarden F.S. LLC | 0.39% | Reduce -3.0% | 3,813 | $420K |
| Myecfo, LLC | 0.23% | Add +20.6% | 3,810 | $420K |
| Sovereign Financial Group, Inc. | 0.10% | Add +86.5% | 3,804 | $419K |
| Landaas & Co. /Wi | 0.12% | Add +21.7% | 3,774 | $416K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -6.4% | 3,768 | $415K |
| Argent Trust Co | 0.02% | Reduce -0.5% | 3,767 | $415K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 3,754 | $414K |
| Buffington Mohr McNeal | 0.07% | No change | 3,743 | $413K |
| Wesbanco Bank Inc. | 0.01% | Reduce -3.0% | 3,727 | $411K |
| TrinityBridge Ltd | 0.01% | No change | 3,715 | $410K |
| Trust Co. of Vermont | 0.02% | Reduce -0.1% | 3,710 | $409K |
| Wealth Architects, LLC | 0.05% | No change | 3,662 | $404K |
| Sax Wealth Advisors, LLC | 0.03% | Add +3.3% | 3,637 | $401K |
| Arete Wealth Advisors, LLC | 0.03% | Add +4.9% | 3,581 | $395K |
| W.H. Cornerstone Investments Inc. | 0.26% | Add +0.3% | 3,579 | $395K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +1.2% | 3,541 | $390K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +2.3% | 3,538 | $390K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,503 | $386K |
| Blume Capital Management, Inc. | 0.09% | Reduce -7.0% | 3,500 | $386K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,500 | $386K |
| Ascent Group, LLC | 0.03% | Reduce -17.2% | 3,374 | $372K |
| Parkside Advisors LLC | 0.09% | Reduce -2.5% | 3,360 | $370K |
| Verus Capital Partners, LLC | 0.04% | Add +1.9% | 3,355 | $370K |
| TruNorth Capital Management, LLC | 0.10% | No change | 3,349 | $369K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.5% | 3,335 | $368K |
| Capital Advantage, Inc. | 0.07% | New | 3,321 | $366K |
| My Legacy Advisors, LLC | 0.14% | Reduce -9.7% | 3,247 | $363K |
| Bison Wealth, LLC | 0.04% | — | 3,272 | $361K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | Reduce -0.1% | 3,270 | $360K |
| Hilltop Wealth Advisors, LLC | 0.18% | No change | 3,268 | $360K |
| Trivium Point Advisory, LLC | 0.05% | Add +0.0% | 3,267 | $360K |
| Spectrum Planning & Advisory Services Inc. | 0.31% | Reduce -16.1% | 3,261 | $360K |
| First Foundation Advisors | 0.01% | No change | 3,233 | $356K |
| Beacon Financial Group | 0.04% | Reduce -0.3% | 3,209 | $354K |
| Arax Advisory Partners | 0.02% | Add +333.0% | 3,200 | $353K |
| Gen-Wealth Partners Inc | 0.15% | Reduce -18.9% | 3,179 | $350K |
| Oxler Private Wealth LLC | 0.11% | Add +0.3% | 3,165 | $349K |
| Affinity Wealth Management LLC | 0.06% | No change | 3,133 | $345K |
| WBH Advisory Inc. | 0.03% | Reduce -8.5% | 3,106 | $342K |
| Milestone Investment Advisors LLC | 0.09% | Reduce -0.2% | 3,057 | $337K |
| GenTrust, LLC | 0.01% | No change | 3,037 | $335K |
| Goldstein Advisors, LLC | 0.05% | Reduce -2.3% | 3,022 | $333K |
| Birch Hill Investment Advisors LLC | 0.02% | Reduce -4.6% | 3,014 | $332K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | No change | 3,000 | $331K |
| Sterling Investment Advisors, Ltd. | 0.08% | No change | 3,000 | $331K |
| Capital Analysts, LLC | 0.01% | Add +12.4% | 2,939 | $324K |
| Burns J W & Co. Inc. | 0.04% | Reduce -3.9% | 2,924 | $322K |
| Bradley & Co. Private Wealth Management, LLC | 0.20% | — | 2,909 | $321K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.0% | 2,906 | $321K |
| JB Capital LLC | 0.02% | Add +23.1% | 2,890 | $319K |
| JNBA Financial Advisors | 0.03% | Add +0.5% | 2,843 | $313K |
| Sage Capital Management, LLC | 0.16% | No change | 2,835 | $313K |
| AE Wealth Management LLC | 0.00% | Reduce -2.1% | 2,833 | $312K |
| Centurion Wealth Management LLC | 0.10% | Reduce -13.4% | 2,828 | $312K |
| Creative Financial Designs Inc. | 0.03% | Reduce -8.1% | 2,828 | $312K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 2,800 | $309K |
| Zevin Asset Management LLC | 0.05% | Add +25.1% | 2,796 | $308K |
| Arbor Investment Advisors, LLC | 0.04% | Add +0.1% | 2,773 | $306K |
| Wedbush Securities Inc. | 0.01% | Reduce -17.0% | 2,743 | $302K |
| MRA Advisory Group | 0.16% | Add +5.4% | 2,678 | $295K |
| Peoples Bank | 0.17% | Reduce -29.1% | 2,611 | $288K |
| Keel Point, LLC | 0.02% | No change | 2,564 | $283K |
| Smartleaf Asset Management LLC | 0.03% | No change | 2,531 | $281K |
| Braun-Bostich & Associates Inc. | 0.20% | Reduce -5.3% | 2,508 | $277K |
| DDFG, Inc | 0.08% | Reduce -6.9% | 2,471 | $272K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.2% | 2,467 | $272K |
| Erste Asset Management GmbH | 0.00% | Add +57.0% | 59,274 | $268K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.3% | 2,429 | $268K |
| CRA Financial Services, LLC | 0.05% | No change | 2,408 | $265K |
| Claro Advisors Inc. | 0.04% | Reduce -1.2% | 2,379 | $262K |
| Somerset Group LLC | 0.24% | Reduce -4.4% | 2,368 | $261K |
| Valtinson Bruner Financial Planning LLC | 0.09% | New | 2,359 | $260K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.0% | 2,345 | $259K |
| Hoxton Planning & Management, LLC | 0.10% | Reduce -7.9% | 2,342 | $258K |
| Waverly Advisors, LLC | 0.00% | New | 2,314 | $255K |
| Well Done, LLC | 0.05% | No change | 2,338 | $254K |
| 4Thought Financial Group Inc. | 0.16% | Reduce -6.7% | 2,275 | $251K |
| Brown Financial Advisors | 0.10% | No change | 2,262 | $249K |
| Global Retirement Partners, LLC | 0.01% | Add +0.3% | 2,232 | $246K |
| M&T Bank Corp | 0.00% | No change | 2,232 | $246K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -16.6% | 2,226 | $245K |
| Weaver Consulting Group | 0.08% | No change | 2,220 | $245K |
| Jane Street Group, LLC | 0.00% | New | 2,212 | $244K |
| Erickson Financial Group, LLC | 0.17% | Add +0.4% | 2,204 | $243K |
| Prentiss Smith & Co. Inc. | 0.16% | No change | 2,168 | $239K |
| Rossby Financial, LCC | 0.15% | — | 2,148 | $237K |
| Bahl & Gaynor LLC | 0.00% | Reduce -56.3% | 2,147 | $237K |
| Modern Wealth Management, LLC | 0.01% | New | 2,143 | $236K |
| Wealthspan Partners, LLC | 0.11% | Add +0.2% | 2,143 | $236K |
| Figure 8 Investment Strategies LLC | 0.23% | — | 2,126 | $234K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 2,123 | $234K |
| Old Port Advisors | 0.07% | No change | 2,103 | $232K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 2,090 | $230K |
| Howe & Rusling Inc. | 0.02% | Add +0.3% | 2,088 | $230K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.2% | 2,074 | $229K |
| Unionview, LLC | 0.17% | Add +0.3% | 2,073 | $229K |
| Emergent Wealth Advisors, LLC | 0.17% | Reduce -1.1% | 2,066 | $228K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 2,050 | $226K |
| Ridgecrest Wealth Partners, LLC | 0.12% | No change | 2,040 | $225K |
| Avior Wealth Management, LLC | 0.01% | Add +9.2% | 2,037 | $225K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -23.6% | 2,025 | $223K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.4% | 2,018 | $223K |
| Evoke Wealth, LLC | 0.01% | No change | 2,005 | $221K |
| Marco Investment Management LLC | 0.02% | No change | 2,000 | $221K |
| Banco Santander, S.A. | 0.00% | No change | 2,000 | $221K |
| Tilson Financial Group, Inc. | 0.09% | No change | 1,998 | $220K |
| Hart & Patterson Financial Group LLC | 0.11% | Reduce -3.3% | 1,986 | $219K |
| Copley Financial Group, Inc. | 0.17% | Reduce -6.0% | 1,982 | $219K |
| First Trust Advisors LP | 0.00% | New | 1,966 | $217K |
| Gsa Capital Partners LLP | 0.02% | Reduce -41.4% | 1,956 | $216K |
| Mutual Advisors, LLC | 0.01% | Reduce -22.4% | 1,934 | $216K |
| Principal Securities, Inc. | 0.00% | Reduce -8.9% | 1,956 | $216K |
| Trilogy Capital Inc. | 0.01% | Reduce -5.0% | 1,954 | $215K |
| Patten Group, Inc. | 0.05% | New | 1,949 | $215K |
| Sequent Planning LLC | 0.08% | New | 1,937 | $214K |
| Sovran Advisors, LLC | 0.03% | — | 1,937 | $212K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 1,914 | $211K |
| Darden Wealth Group Inc | 0.14% | No change | 1,907 | $210K |
| Firestone Capital Management | 0.05% | No change | 1,906 | $210K |
| Flagship Private Wealth, LLC | 0.10% | New | 1,887 | $208K |
| Diversified Trust Co. | 0.01% | No change | 1,882 | $207K |
| Baron Financial Group, LLC | 0.13% | Reduce -2.6% | 1,880 | $207K |
| Clearstead Trust, LLC | 0.04% | No change | 1,877 | $207K |
| Frederick Financial Consultants, LLC | 0.16% | — | 1,864 | $206K |
| Towercrest Capital Management | 0.03% | No change | 1,854 | $204K |
| Smithfield Trust Co | 0.01% | Reduce -1.1% | 1,855 | $204K |
| Freedom Investment Management, Inc. | 0.02% | New | 1,842 | $203K |
| GTS Securities LLC | 0.01% | New | 1,841 | $203K |
| Benchmark Financial Wealth Advisors, LLC | 0.06% | New | 1,825 | $201K |
| Creative Capital Management Investments LLC | 0.08% | No change | 1,819 | $201K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -8.2% | 1,780 | $199K |
| AllSquare Wealth Management LLC | 0.11% | No change | 1,767 | $195K |
| JFS Wealth Advisors, LLC | 0.01% | Add +5.1% | 1,764 | $194K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 1,754 | $193K |
| MAI Capital Management | 0.00% | New | 1,710 | $189K |
| Endeavor Private Wealth, Inc. | 0.18% | — | 1,697 | $187K |
| Matrix Private Capital Group LLC | 0.11% | No change | 1,690 | $186K |
| Sofi Wealth, LLC | 0.01% | New | 1,604 | $177K |
| Kestra Investment Management, LLC | 0.01% | New | 1,586 | $175K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.1% | 1,564 | $172K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.8% | 1,555 | $171K |
| Lowe Wealth Advisors, LLC | 0.07% | No change | 1,388 | $153K |
| Evergreen Private Wealth LLC | 0.07% | No change | 1,358 | $150K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,355 | $149K |
| Rise Advisors, LLC | 0.07% | Add +0.3% | 1,324 | $146K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,235 | $136K |
| Private Trust Co. NA | 0.01% | No change | 1,233 | $136K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,230 | $136K |
| TD Capital Management LLC | 0.01% | Reduce -0.6% | 1,222 | $135K |
| Caldwell Trust Co | 0.01% | No change | 1,200 | $132K |
| McIlrath & Eck, LLC | 0.02% | Reduce -9.3% | 1,158 | $128K |
| Ancora Advisors LLC | 0.00% | No change | 1,150 | $127K |
| Coppell Advisory Solutions LLC | 0.02% | No change | 1,068 | $118K |
| PrairieView Partners, LLC | 0.01% | No change | 1,034 | $114K |
| Cherry Tree Wealth Management, LLC | 0.03% | Reduce -23.4% | 1,034 | $114K |
| Citadel Advisors | 0.00% | New | 1,024 | $113K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +74.7% | 1,013 | $112K |
| EPG Wealth Management LLC | 0.03% | No change | 1,000 | $110K |
| Princeton Global Asset Management LLC | 0.02% | New | 967 | $107K |
| Bessemer Group Inc. | 0.00% | No change | 940 | $104K |
| Qube Research & Technologies Ltd | 0.00% | Add +84.0% | 911 | $100K |
| Atlatl Advisers LLC | 0.06% | — | 897 | $99K |
| Bristlecone Advisors, LLC | 0.01% | Add +37.7% | 855 | $94K |
| Financial Perspectives, Inc | 0.03% | Add +0.3% | 797 | $88K |
| Adirondack Trust Co. | 0.03% | Add +13.0% | 780 | $86K |
| Sandy Spring Bank | 0.00% | No change | 700 | $77K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -17.6% | 641 | $71K |
| Clearstead Advisors, LLC | 0.00% | Reduce -9.1% | 629 | $69K |
| Private Capital Management LLC | 0.01% | No change | 623 | $69K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.6% | 553 | $61K |
| Eastern Bank | 0.00% | No change | 537 | $59K |
| Parallel Advisors, LLC | 0.00% | Add +8.2% | 529 | $58K |
| Bank of New Hampshire | 0.01% | No change | 510 | $56K |
| Colonial Trust Advisors | 0.00% | No change | 500 | $55K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -1.8% | 489 | $54K |
| Ameriflex Group, Inc. | 0.02% | — | 475 | $53K |
| IFP Advisors, Inc | 0.00% | No change | 476 | $52K |
| Mattson Financial Services, LLC | 0.02% | Reduce -23.9% | 467 | $51K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 446 | $49K |
| Castleview Partners, LLC | 0.03% | No change | 443 | $49K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 436 | $48K |
| ORG Partners LLC | 0.01% | Reduce -5.3% | 433 | $48K |
| Salomon & Ludwin, LLC | 0.00% | No change | 411 | $45K |
| Legacies Wealth LLC | 0.03% | No change | 401 | $44K |
| Synergy Asset Management, LLC | 0.00% | New | 400 | $44K |
| Quadrant Capital Group LLC | 0.00% | No change | 380 | $42K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 358 | $39K |
| Transce3nd, LLC | 0.01% | — | 349 | $38K |
| Financial Life Planners | 0.03% | — | 348 | $38K |
| WealthTrak Capital Management LLC | 0.03% | — | 326 | $36K |
| Archer Investment Corp | 0.01% | No change | 304 | $34K |
| Capital A Wealth Management, LLC | 0.06% | — | 302 | $33K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 274 | $30K |
| CENTRAL TRUST Co | 0.00% | Reduce -12.4% | 254 | $28K |
| Eagle Bay Advisors LLC | 0.02% | No change | 246 | $27K |
| Hollencrest Capital Management | 0.00% | No change | 222 | $24K |
| PSI Advisors, LLC | 0.01% | Add +0.5% | 217 | $24K |
| Copia Wealth Management | 0.02% | — | 210 | $23K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.6% | 189 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 183 | $20K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $20K |
| Global Financial Private Client, LLC | 0.01% | Reduce -3.9% | 173 | $19K |
| Hanson & Doremus Investment Management | 0.00% | Add +210.9% | 171 | $19K |
| Ransom Advisory, Ltd | 0.01% | No change | 170 | $19K |
| Fairfield Financial Advisors, LTD | 0.01% | Reduce -20.0% | 160 | $18K |
| Kennebec Savings Bank | 0.02% | No change | 161 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 158 | $17K |
| Hall Laurie J Trustee | 0.01% | Reduce -40.0% | 150 | $17K |
| Signaturefd, LLC | 0.00% | New | 152 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $17K |
| 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% | No change | 125 | $14K |
| JDM Financial Group LLC | 0.01% | New | 116 | $13K |
| Founders Capital Management | 0.01% | No change | 89 | $10K |
| Glenmede Trust Co. NA | 0.00% | No change | 75 | $8K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -96.3% | 72 | $8K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -28.6% | 50 | $6K |
| American Capital Advisory, LLC | 0.00% | New | 46 | $5K |
| Tortoise Investment Management, LLC | 0.00% | No change | 45 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 40 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 39 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 33 | $4K |
| Decker Retirement Planning Inc. | 0.00% | — | 24 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 22 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 20 | $2K |
| Tsfg, LLC | 0.00% | New | 6 | $1K |
"% 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.