iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q1 2025 (March 31)546holders −23
28new positions
43sold out
2famous investors
$102.27avg. 13F price*
At the end of Q1 2025, 546 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, down 23 from Q4 2024. 28 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($399.8M), Envestnet Asset Management Inc. ($208.2M) and Bank of America Corp. ($147.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $18.4M |
| Exits | 43 | $18.5M |
All 13F filers, Q4 2024 → Q1 2025: 857,992 shares bought and 3,064,482 shares sold, net −2,206,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 546 holders
| Morgan Stanley | 0.03% | Reduce -17.9% | 3,903,807 | $399.8M |
| Envestnet Asset Management Inc. | 0.07% | Add +0.7% | 2,033,072 | $208.2M |
| Bank of America Corp. | 0.01% | Reduce -14.6% | 1,444,324 | $147.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -10.8% | 1,240,769 | $127.1M |
| Bank of New York Mellon Corp | 0.02% | Add +8.8% | 1,110,053 | $113.7M |
| LPL Financial LLC | 0.04% | Add +0.5% | 1,010,417 | $103.5M |
| Ameriprise Financial Inc. | 0.03% | Add +5.2% | 989,124 | $101.3M |
| UBS Group AG | 0.01% | Reduce -6.7% | 464,252 | $47.5M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -21.4% | 445,608 | $45.6M |
| IMA Advisory Services, Inc. | 5.05% | Reduce -51.1% | 416,825 | $42.5M |
| Betterment LLC | 0.10% | Reduce -3.6% | 409,944 | $42.0M |
| US Bancorp \de | 0.05% | Reduce -14.6% | 343,418 | $35.2M |
| Mariner, LLC | 0.06% | Reduce -0.2% | 322,703 | $33.0M |
| Cerity Partners LLC | 0.06% | Add +8.5% | 292,513 | $30.0M |
| Sei Investments Co. | 0.04% | Reduce -1.3% | 277,866 | $28.5M |
| Rockefeller Capital Management L.P. | 0.07% | Add +44.5% | 273,410 | $28.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.1% | 269,934 | $27.6M |
| Wells Fargo & Company | 0.01% | Reduce -11.8% | 220,864 | $22.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.2% | 204,711 | $21.0M |
| Raymond James Financial Inc. | 0.01% | Add +3.6% | 197,360 | $20.2M |
| Truist Financial Corp. | 0.03% | Add +0.6% | 188,833 | $19.3M |
| Creative Planning | 0.02% | Reduce -0.4% | 183,084 | $18.7M |
| Park Avenue Securities LLC | 0.22% | Add +3.3% | 172,260 | $17.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -29.3% | 168,799 | $17.3M |
| Manchester Capital Management LLC | 2.10% | Add +26.7% | 167,092 | $17.1M |
| National Philanthropic Trust | 0.27% | Reduce -23.4% | 162,874 | $16.7M |
| Cetera Investment Advisers | 0.03% | Add +14.7% | 160,478 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 159,822 | $16.4M |
| Captrust Financial Advisors | 0.04% | Add +2.9% | 148,797 | $15.2M |
| Fiduciary Trust Co | 0.19% | Reduce -0.3% | 143,468 | $14.7M |
| Gemmer Asset Management LLC | 1.31% | Add +1.8% | 128,546 | $13.2M |
| Ameritas Advisory Services, LLC | 0.52% | Reduce -33.5% | 126,799 | $13.0M |
| Private Advisor Group, LLC | 0.08% | Reduce -3.4% | 124,514 | $12.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +4.1% | 117,316 | $12.0M |
| MML Investors Services, LLC | 0.04% | Reduce -0.0% | 116,661 | $11.9M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -10.6% | 104,466 | $11.3M |
| Trillium Asset Management, LLC | 0.31% | Reduce -31.0% | 105,571 | $10.8M |
| Advisory Services Network, LLC | 0.21% | Reduce -1.7% | 105,113 | $10.8M |
| Francis Financial, Inc. | 2.55% | Add +0.2% | 102,576 | $10.5M |
| Dunhill Financial, LLC | 4.75% | Reduce -14.5% | 101,912 | $10.4M |
| Hill Island Financial LLC | 3.02% | Reduce -1.7% | 100,734 | $10.3M |
| Natural Investments, LLC | 2.73% | Add +15.7% | 94,028 | $9.6M |
| PFG Investments, LLC | 0.61% | Add +0.9% | 93,475 | $9.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +17.4% | 84,167 | $8.6M |
| Mascoma Wealth Management LLC | 2.11% | Reduce -16.6% | 82,706 | $8.5M |
| Composition Wealth, LLC | 0.17% | Reduce -2.7% | 80,881 | $8.3M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +12.6% | 79,046 | $8.1M |
| Cwm, LLC | 0.03% | Add +1.4% | 76,076 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.9% | 73,354 | $7.5M |
| Wealthspire Advisors, LLC | 0.04% | Add +100.1% | 72,984 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -19.0% | 69,568 | $7.1M |
| SCS Capital Management LLC | 0.09% | New | 68,769 | $7.0M |
| Comerica Bank | 0.03% | Reduce -6.1% | 67,722 | $6.9M |
| Fifth Third Wealth Advisors LLC | 0.36% | No change | 67,086 | $6.9M |
| Choreo, LLC | 0.10% | Reduce -6.8% | 65,381 | $6.7M |
| Strategic Point Investment Advisors, LLC | 1.09% | Reduce -0.8% | 63,671 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -1.3% | 59,961 | $6.1M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -7.6% | 59,867 | $6.1M |
| Bank of Montreal | 0.00% | Reduce -1.6% | 58,998 | $6.0M |
| Johnson Financial Group, Inc. | 0.28% | Add +4.2% | 56,831 | $5.8M |
| Brio Consultants, LLC | 0.89% | Reduce -0.3% | 55,516 | $5.7M |
| Headinvest, LLC | 1.04% | Add +5.3% | 52,244 | $5.4M |
| Dohj, LLC | 1.17% | Add +0.2% | 49,998 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +588.0% | 49,997 | $5.1M |
| Gradient Investments LLC | 0.10% | Reduce -4.7% | 49,618 | $5.1M |
| Focus Partners Wealth | 0.01% | Reduce -28.1% | 49,121 | $5.0M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +15.0% | 48,223 | $4.9M |
| St Germain D J Co. Inc. | 0.23% | Add +14.3% | 48,213 | $4.9M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -2.5% | 46,509 | $4.8M |
| Assetmark, Inc. | 0.01% | Add +5.2% | 44,504 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.3% | 43,777 | $4.5M |
| One Wealth Advisors, LLC | 0.67% | Reduce -7.2% | 43,722 | $4.5M |
| Columbia Bank | 1.51% | Add +0.3% | 42,541 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -25.8% | 42,089 | $4.3M |
| Allianz SE | 0.11% | Add +11.0% | 41,900 | $4.3M |
| SageView Advisory Group, LLC | 0.18% | Reduce -33.2% | 41,880 | $4.3M |
| First Affirmative Financial Network | 2.54% | Reduce -35.8% | 40,502 | $4.1M |
| Litman Gregory Wealth Management LLC | 0.35% | Reduce -0.5% | 40,037 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +2.8% | 37,813 | $3.9M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +2.8% | 37,813 | $3.9M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -6.5% | 37,226 | $3.8M |
| Laurel Wealth Planning LLC | 2.53% | Reduce -2.2% | 37,190 | $3.8M |
| One Capital Management, LLC | 0.13% | Reduce -9.1% | 36,325 | $3.7M |
| Cranbrook Wealth Management, LLC | 0.86% | Reduce -2.0% | 36,218 | $3.7M |
| Neumann Capital Management, LLC | 1.28% | Add +0.6% | 36,098 | $3.7M |
| Moment Partners, LLC | 0.70% | Reduce -2.4% | 34,336 | $3.5M |
| Bailard, Inc. | 0.09% | Reduce -0.5% | 34,281 | $3.5M |
| Accredited Investors Inc. | 0.22% | Reduce -4.9% | 34,213 | $3.5M |
| McClarren Financial Advisors, Inc. | 2.30% | New | 21,575 | $3.5M |
| Childress Capital Advisors, LLC | 0.96% | Reduce -4.4% | 32,425 | $3.3M |
| Franklin Resources Inc. | 0.00% | No change | 31,891 | $3.3M |
| BBR Partners, LLC | 0.23% | Reduce -2.5% | 31,513 | $3.2M |
| Horst & Graben Wealth Management LLC | 0.57% | Reduce -6.0% | 31,293 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -1.8% | 31,168 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +3.7% | 31,077 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.0% | 30,692 | $3.1M |
| Pitcairn Co. | 0.19% | Add +0.6% | 30,234 | $3.1M |
| &partners | 0.03% | Add +5.5% | 29,169 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.9% | 29,440 | $3.0M |
| Institute for Wealth Management, LLC. | 0.38% | Reduce -2.7% | 29,226 | $3.0M |
| Lido Advisors, LLC | 0.02% | Reduce -3.6% | 28,991 | $3.0M |
| First Horizon Advisors, Inc. | 0.08% | Reduce -14.3% | 28,983 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 28,764 | $2.9M |
| Diversified Enterprises, LLC | 0.25% | Add +34.1% | 28,607 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +16.3% | 28,487 | $2.9M |
| Investor's Fiduciary Advisor Network, LLC | 1.32% | Reduce -0.1% | 27,292 | $2.8M |
| Keybank National Association | 0.01% | Reduce -4.6% | 27,096 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.2% | 26,534 | $2.7M |
| Pennsylvania Capital Management Inc. | 0.99% | Reduce -2.1% | 26,242 | $2.7M |
| Bangor Savings Bank | 0.25% | Reduce -4.8% | 26,086 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +26.1% | 25,887 | $2.7M |
| Creekside Partners | 1.37% | Reduce -2.8% | 25,622 | $2.6M |
| Forbes J M & Co. LLP | 0.25% | Add +0.3% | 25,605 | $2.6M |
| Wealthcare Capital Management LLC | 0.26% | Add +6.6% | 25,493 | $2.6M |
| GeoWealth Management, LLC | 0.10% | Add +65.2% | 25,085 | $2.6M |
| Sharkey, Howes & Javer | 0.37% | Reduce -1.3% | 25,003 | $2.6M |
| Gibson Capital, LLC | 0.54% | Reduce -0.4% | 25,000 | $2.6M |
| Topel & Distasi Wealth Management, LLC | 1.19% | Add +22.6% | 24,967 | $2.6M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -11.8% | 24,265 | $2.5M |
| Allworth Financial LP | 0.01% | Reduce -0.1% | 24,777 | $2.5M |
| Chicago Partners Investment Group LLC | 0.08% | Add +0.2% | 23,413 | $2.4M |
| Eley Financial Management, Inc | 0.97% | Add +7.9% | 23,622 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.16% | Reduce -1.9% | 23,562 | $2.4M |
| Stanich Group LLC | 1.77% | Reduce -1.1% | 23,398 | $2.4M |
| Sapient Capital LLC | 0.05% | Add +1.0% | 23,380 | $2.4M |
| Blair William & Co. | 0.01% | Reduce -0.6% | 22,990 | $2.4M |
| Altfest L J & Co. Inc. | 0.29% | Reduce -1.3% | 22,541 | $2.3M |
| Shepherd Financial Partners LLC | 0.27% | Reduce -13.6% | 22,284 | $2.3M |
| Evergreen Capital Management LLC | 0.08% | Add +0.0% | 22,169 | $2.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.41% | Reduce -3.2% | 21,863 | $2.2M |
| Financial Insights, Inc. | 0.87% | Reduce -10.4% | 21,377 | $2.2M |
| Impact Investors, Inc | 1.66% | Add +0.7% | 20,857 | $2.1M |
| Conscious Wealth Investments, LLC | 1.48% | Add +7.4% | 20,271 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.7% | 20,678 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Reduce -20.1% | 20,511 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -20.6% | 20,438 | $2.1M |
| FMR LLC | 0.00% | Add +3.8% | 20,313 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -15.4% | 20,282 | $2.1M |
| Hilltop Holdings Inc. | 0.13% | Reduce -2.2% | 20,067 | $2.1M |
| BigSur Wealth Management LLC | 0.55% | No change | 20,000 | $2.0M |
| SigFig Wealth Management, LLC | 0.07% | Reduce -0.5% | 19,995 | $2.0M |
| Arlington Financial Advisors, LLC | 0.36% | Add +1.0% | 19,822 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.29% | Add +11.1% | 19,407 | $2.0M |
| Allodium Investment Consultants, LLC | 1.46% | Add +14.2% | 19,318 | $2.0M |
| HB Wealth Management, LLC | 0.02% | No change | 19,226 | $2.0M |
| Boston Trust Walden Corp | 0.01% | Reduce -0.2% | 19,067 | $2.0M |
| PFG Advisors | 0.11% | Reduce -9.7% | 18,944 | $1.9M |
| Fingerlakes Wealth Management, Inc. | 1.64% | Add +0.1% | 18,788 | $1.9M |
| NewEdge Wealth, LLC | 0.03% | Reduce -0.5% | 18,100 | $1.9M |
| Vicus Capital | 0.17% | Reduce -2.7% | 17,609 | $1.8M |
| Davis Wealth Advisors, LLC | 2.03% | Reduce -5.2% | 17,569 | $1.8M |
| Revolve Wealth Partners, LLC | 0.26% | Add +3.9% | 17,313 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | No change | 17,286 | $1.8M |
| Waverly Advisors, LLC | 0.02% | Add +628.3% | 16,852 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +491.7% | 16,763 | $1.7M |
| Tempus Wealth Planning, LLC | 0.51% | Add +23.7% | 16,741 | $1.7M |
| Charter Oak Capital Management, LLC | 0.16% | Reduce -0.7% | 16,557 | $1.7M |
| Elios Financial Group Inc. | 0.82% | Reduce -0.1% | 16,250 | $1.7M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -5.3% | 16,230 | $1.7M |
| Citadel Advisors | 0.00% | Add +1470.7% | 16,084 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -7.1% | 15,924 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -2.0% | 15,815 | $1.6M |
| CX Institutional | 0.06% | Add +21.2% | 15,364 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.28% | Add +1.8% | 15,215 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.1% | 15,084 | $1.5M |
| Investors Research Corp | 0.33% | Add +0.5% | 15,059 | $1.5M |
| Boston Standard Wealth Management, LLC | 0.34% | Reduce -2.5% | 14,851 | $1.5M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -10.7% | 14,896 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -7.2% | 14,708 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.6% | 14,557 | $1.5M |
| Grant/GrossMendelsohn, LLC | 0.82% | No change | 14,538 | $1.5M |
| MainStreet Investment Advisors LLC | 0.21% | New | 14,101 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | Add +5.6% | 14,025 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 13,940 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +40.3% | 13,857 | $1.4M |
| National Bank of Canada | 0.00% | Add +0.3% | 13,738 | $1.4M |
| Aspiriant, LLC | 0.05% | No change | 13,494 | $1.4M |
| Sage Financial Group Inc. | 0.11% | Reduce -0.4% | 13,056 | $1.3M |
| GTS Securities LLC | 0.06% | Add +593.7% | 12,771 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +35.4% | 12,640 | $1.3M |
| SOA Wealth Advisors, LLC. | 0.27% | Reduce -74.2% | 12,678 | $1.3M |
| Potentia Wealth | 0.59% | Add +24.8% | 12,195 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.10% | Add +0.0% | 12,174 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Reduce -7.8% | 12,136 | $1.2M |
| Continuum Advisory, LLC | 0.16% | Reduce -0.2% | 12,057 | $1.2M |
| Sofi Wealth, LLC | 0.09% | Add +649.6% | 12,023 | $1.2M |
| WoodTrust Financial Corp | 0.17% | Add +1.1% | 12,018 | $1.2M |
| Bordeaux Wealth Advisors LLC | 0.23% | No change | 12,000 | $1.2M |
| Townsquare Capital LLC | 0.01% | Reduce -13.1% | 11,935 | $1.2M |
| Sax Wealth Advisors, LLC | 0.09% | Add +228.1% | 11,932 | $1.2M |
| Merit Financial Group, LLC | 0.02% | Add +139.2% | 11,930 | $1.2M |
| Austin Private Wealth, LLC | 0.11% | Reduce -1.1% | 11,767 | $1.2M |
| Mgo One Seven LLC | 0.05% | Add +1.3% | 11,593 | $1.2M |
| Regal Investment Advisors LLC | 0.10% | Add +7.4% | 11,546 | $1.2M |
| RFG Advisory, LLC | 0.03% | Add +17.1% | 11,521 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -1.8% | 11,386 | $1.2M |
| MA Private Wealth | 0.22% | No change | 11,343 | $1.2M |
| Wealth Management Partners, LLC | 0.51% | No change | 10,805 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.40% | Add +0.3% | 10,748 | $1.1M |
| Great Diamond Partners, LLC | 0.30% | Reduce -1.7% | 10,623 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +7.5% | 10,577 | $1.1M |
| Main Street Group, LTD | 0.46% | Add +9.2% | 10,216 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.9% | 11,370 | $1.0M |
| Bensler, LLC | 0.13% | Reduce -4.9% | 10,146 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.2% | 9,664 | $990K |
| Long Run Wealth Advisors, LLC | 0.22% | Add +1.5% | 9,453 | $968K |
| Fifth Third Bancorp | 0.00% | No change | 9,446 | $967K |
| Sigma Planning Corp | 0.03% | Reduce -0.6% | 9,332 | $956K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.0% | 9,329 | $955K |
| Foundations Investment Advisors, LLC | 0.02% | New | 9,279 | $950K |
| World Investment Advisors | 0.02% | Add +8.8% | 9,170 | $939K |
| Kathmere Capital Management, LLC | 0.08% | Reduce -6.1% | 9,111 | $933K |
| Destination Wealth Management | 0.03% | Add +3.0% | 9,091 | $931K |
| Consolidated Portfolio Review Corp | 0.15% | Add +0.8% | 9,027 | $924K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.1% | 8,981 | $920K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -14.8% | 8,886 | $910K |
| Diversify Advisory Services, LLC | 0.06% | Reduce -21.0% | 8,885 | $904K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -2.3% | 8,802 | $901K |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +0.2% | 8,792 | $900K |
| Dynamic Advisor Solutions LLC | 0.03% | No change | 8,728 | $894K |
| Romano Brothers and Company | 0.12% | Add +7.5% | 8,682 | $889K |
| D.A. Davidson & Co. | 0.01% | Reduce -5.4% | 8,601 | $881K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.1% | 8,537 | $874K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +3.6% | 8,523 | $873K |
| Citizens Financial Group Inc. | 0.02% | Reduce -15.6% | 8,496 | $870K |
| Rogco, LP | 0.35% | Add +10.9% | 8,463 | $867K |
| NorthRock Partners, LLC | 0.03% | Reduce -11.3% | 8,146 | $834K |
| Wealth Alliance, LLC | 0.10% | Reduce -2.2% | 8,138 | $833K |
| Acropolis Investment Management, LLC | 0.05% | No change | 8,133 | $833K |
| Vontobel Holding Ltd. | 0.00% | Reduce -10.6% | 8,010 | $820K |
| First Pacific Financial | 0.17% | Add +0.0% | 7,996 | $819K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +7.8% | 7,837 | $803K |
| LongView Asset Management LLC | 0.68% | Reduce -10.3% | 7,786 | $797K |
| Mather Group, Llc. | 0.01% | Add +0.5% | 7,746 | $793K |
| Maia Wealth LLC | 0.18% | Reduce -7.0% | 7,891 | $785K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 7,640 | $782K |
| Harfst & Associates, Inc. | 0.18% | Reduce -2.0% | 7,494 | $767K |
| Willow Creek Wealth Management Inc. | 0.07% | No change | 7,353 | $753K |
| VERITY Wealth Advisors | 0.55% | No change | 7,299 | $747K |
| Harbour Investments, Inc. | 0.02% | Add +0.1% | 7,289 | $746K |
| Hills Bank & Trust Co | 0.05% | No change | 7,278 | $745K |
| One Wealth Capital Management, LLC | 0.40% | Add +4.9% | 7,236 | $741K |
| Keystone Financial Services | 0.28% | Reduce -1.7% | 7,115 | $729K |
| Halter Ferguson Financial Inc. | 0.40% | Reduce -2.3% | 7,069 | $724K |
| BIP Wealth, LLC | 0.05% | Reduce -0.6% | 7,065 | $724K |
| Zhang Financial LLC | 0.04% | No change | 7,054 | $722K |
| Principle Wealth Partners LLC | 0.05% | No change | 7,047 | $722K |
| Zevenbergen Capital Investments LLC | 0.02% | No change | 6,750 | $691K |
| Savvy Advisors, Inc. | 0.07% | Reduce -3.4% | 6,517 | $667K |
| Atria Investments, Inc | 0.01% | Add +2.9% | 6,481 | $664K |
| LifePlan Investment Advisors, Inc. | 0.38% | Add +19.3% | 6,419 | $657K |
| Arax Advisory Partners | 0.04% | Add +100.0% | 6,400 | $655K |
| Bigelow Investment Advisors, LLC | 0.31% | Reduce -9.0% | 6,368 | $652K |
| BlackRock, Inc. | 0.00% | Reduce -80.1% | 6,364 | $652K |
| Ulland Investment Advisors, LLC | 0.56% | Reduce -56.1% | 6,260 | $641K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -9.3% | 6,226 | $638K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 6,215 | $636K |
| Brooklyn FI, LLC | 0.20% | No change | 6,168 | $632K |
| Peak Financial Management, Inc. | 0.19% | Reduce -1.4% | 6,160 | $631K |
| Financial Counselors Inc. | 0.01% | Reduce -20.8% | 6,118 | $627K |
| Kesler, Norman & Wride, LLC | 0.12% | No change | 6,098 | $624K |
| Golden State Wealth Management, LLC | 0.09% | Reduce -10.4% | 6,088 | $624K |
| Rede Wealth, LLC | 0.22% | Reduce -9.8% | 6,074 | $622K |
| Rollins Financial Advisors, LLC | 0.11% | No change | 6,035 | $618K |
| Meridian Wealth Management, LLC | 0.03% | Add +2.6% | 6,034 | $618K |
| Fortis Capital Management LLC | 0.12% | Add +0.3% | 5,974 | $612K |
| Ascentis Independent Advisors | 0.12% | Add +23.8% | 5,872 | $601K |
| Frisch Financial Group, Inc. | 0.17% | Add +0.3% | 5,847 | $599K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 5,763 | $590K |
| Retirement Income Solutions, Inc. | 0.12% | No change | 5,757 | $590K |
| Oregon Pacific Wealth Management, LLC | 0.59% | Add +3.4% | 5,749 | $589K |
| Theory Financial LLC | 0.24% | Add +3.5% | 5,654 | $579K |
| Carret Asset Management, LLC | 0.06% | Reduce -24.3% | 5,600 | $573K |
| WealthShield Partners, LLC | 0.07% | Reduce -11.3% | 5,569 | $570K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -86.1% | 5,562 | $570K |
| Traphagen Investment Advisors LLC | 0.06% | Add +0.1% | 5,543 | $568K |
| Brookstone Capital Management | 0.01% | Reduce -4.8% | 5,510 | $564K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +55.9% | 5,460 | $559K |
| Citigroup Inc. | 0.00% | Reduce -12.4% | 5,454 | $559K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -0.6% | 5,444 | $558K |
| Montecito Bank & Trust | 0.10% | No change | 5,443 | $557K |
| Prism Advisors, Inc. | 0.17% | Reduce -11.9% | 5,377 | $551K |
| WNY Asset Management, LLC | 0.07% | Add +0.0% | 5,375 | $550K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.2% | 5,365 | $550K |
| Members Trust Co | 0.02% | No change | 5,349 | $548K |
| Finley Financial, LLC | 0.30% | No change | 5,290 | $538K |
| Flputnam Investment Management Co. | 0.01% | Add +9.0% | 5,251 | $538K |
| Copperleaf Capital, LLC | 0.32% | Reduce -12.3% | 5,227 | $535K |
| Strategic Blueprint, LLC | 0.03% | Reduce -3.9% | 5,188 | $531K |
| Western Wealth Management, LLC | 0.04% | Add +13.4% | 5,175 | $530K |
| Bridgewater Advisors Inc. | 0.05% | New | 5,193 | $528K |
| KBC Group NV | 0.00% | Add +13.9% | 5,142 | $527K |
| Gould Asset Management LLC | 0.11% | Reduce -0.1% | 5,132 | $526K |
| AdvisorNet Financial, Inc | 0.04% | Add +1.8% | 5,102 | $523K |
| Lifelong Wealth Advisors, Inc. | 0.24% | Add +17.7% | 5,092 | $521K |
| Lindbrook Capital, LLC | 0.05% | No change | 5,066 | $519K |
| Quantinno Capital Management LP | 0.00% | New | 5,000 | $512K |
| Fielder Capital Group LLC | 0.15% | No change | 4,966 | $509K |
| West Financial Advisors, LLC | 0.10% | Reduce -0.9% | 4,956 | $508K |
| Johnson Bixby & Associates, LLC | 0.08% | New | 4,956 | $508K |
| Tiaa Trust, National Association | 0.00% | Add +3.1% | 4,930 | $505K |
| Parsons Capital Management Inc. | 0.03% | No change | 4,926 | $505K |
| Altus Wealth Group LLC | 0.23% | Reduce -0.7% | 4,895 | $501K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -14.5% | 4,813 | $493K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -8.2% | 4,805 | $492K |
| Callan Capital, LLC | 0.04% | No change | 4,798 | $491K |
| NBT Bank, N.A. | 0.04% | Reduce -1.0% | 4,771 | $489K |
| Magnus Financial Group LLC | 0.05% | Add +0.8% | 4,770 | $488K |
| Bremer Bank National Association | 0.09% | Reduce -14.0% | 4,747 | $486K |
| Ellevest, Inc. | 0.03% | No change | 4,713 | $483K |
| Concord Wealth Partners | 0.08% | Reduce -23.1% | 4,662 | $477K |
| Ascent Group, LLC | 0.02% | Add +37.7% | 4,646 | $476K |
| Arkadios Wealth Advisors | 0.02% | Reduce -6.2% | 4,608 | $472K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -0.5% | 4,583 | $469K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -4.5% | 4,566 | $468K |
| Deutsche Bank AG | 0.00% | No change | 4,550 | $466K |
| LWM Advisors Inc. | 0.56% | No change | 4,425 | $465K |
| Eq LLC | 0.22% | Add +11.9% | 4,516 | $462K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,464 | $457K |
| Trustmark Bank Trust Department | 0.03% | No change | 4,372 | $448K |
| CoreCap Advisors, LLC | 0.02% | Reduce -5.8% | 4,371 | $448K |
| Buttonwood Financial Group, LLC | 0.26% | Add +3.4% | 4,602 | $446K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 4,238 | $434K |
| Compound Planning, Inc. | 0.02% | Add +0.1% | 4,219 | $432K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,216 | $432K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -12.4% | 4,207 | $431K |
| Hoxton Planning & Management, LLC | 0.16% | Add +79.5% | 4,205 | $431K |
| HM Payson & Co. | 0.01% | No change | 4,200 | $430K |
| MBE Wealth Management, LLC | 0.20% | New | 4,181 | $428K |
| Hengehold Capital Management LLC | 0.04% | No change | 4,177 | $428K |
| Gsa Capital Partners LLP | 0.04% | Add +109.2% | 4,092 | $419K |
| JSF Financial, LLC | 0.11% | Reduce -1.8% | 4,086 | $418K |
| Wealthgarden F.S. LLC | 0.40% | Add +7.1% | 4,083 | $418K |
| Allen Capital Group, LLC | 0.05% | Reduce -0.7% | 4,081 | $418K |
| Addison Advisors LLC | 0.11% | No change | 4,073 | $417K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.1% | 4,037 | $413K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -6.7% | 3,984 | $408K |
| KFA Private Wealth Group, LLC | 0.14% | Add +0.1% | 3,973 | $407K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +11.9% | 3,960 | $406K |
| Coordinated Financial Services, Inc. | 0.32% | — | 3,956 | $405K |
| SK Wealth Management, LLC | 0.22% | Add +0.2% | 4,261 | $402K |
| Myecfo, LLC | 0.21% | Add +2.4% | 3,900 | $399K |
| Sovereign Financial Group, Inc. | 0.09% | Add +2.0% | 3,880 | $397K |
| Rossmore Private Capital | 0.05% | No change | 3,867 | $396K |
| West Wealth Group, LLC | 0.12% | Reduce -25.2% | 3,781 | $389K |
| Landaas & Co. /Wi | 0.11% | Add +0.2% | 3,782 | $387K |
| Argent Trust Co | 0.02% | No change | 3,767 | $386K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 3,754 | $384K |
| AlTi Global, Inc. | 0.01% | Reduce -3.9% | 3,725 | $381K |
| TrinityBridge Ltd | 0.01% | No change | 3,715 | $380K |
| Trust Co. of Vermont | 0.02% | No change | 3,710 | $380K |
| Rockingstone Advisors LLC | 0.17% | Reduce -20.1% | 3,696 | $379K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -2.1% | 3,689 | $378K |
| Spectrum Planning & Advisory Services Inc. | 0.31% | Add +13.0% | 3,684 | $377K |
| Wesbanco Bank Inc. | 0.01% | Reduce -1.4% | 3,674 | $376K |
| Wealth Architects, LLC | 0.04% | No change | 3,662 | $375K |
| Hilltop Partners LLC | 0.13% | Reduce -12.5% | 3,644 | $373K |
| W.H. Cornerstone Investments Inc. | 0.25% | Add +0.1% | 3,582 | $367K |
| Capital Advantage, Inc. | 0.07% | No change | 3,321 | $366K |
| StoneX Group Inc. | 0.02% | New | 3,515 | $360K |
| Essential Planning, LLC. | 0.14% | Reduce -98.5% | 3,509 | $359K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,500 | $358K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +18.4% | 3,441 | $353K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -57.4% | 3,427 | $351K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +2.6% | 3,421 | $350K |
| Concord Asset Management, LLC | 0.08% | Reduce -9.8% | 3,547 | $348K |
| Parkside Advisors LLC | 0.08% | Add +0.0% | 3,361 | $344K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +11.4% | 3,358 | $344K |
| Blume Capital Management, Inc. | 0.08% | Reduce -4.3% | 3,350 | $343K |
| TruNorth Capital Management, LLC | 0.09% | No change | 3,349 | $343K |
| Verus Capital Partners, LLC | 0.03% | Reduce -0.3% | 3,346 | $343K |
| WBH Advisory Inc. | 0.03% | Add +6.9% | 3,319 | $340K |
| My Legacy Advisors, LLC | 0.13% | Add +2.0% | 3,313 | $339K |
| Buffington Mohr McNeal | 0.07% | Reduce -12.0% | 3,293 | $337K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -8.2% | 3,289 | $337K |
| Hilltop Wealth Advisors, LLC | 0.19% | No change | 3,268 | $335K |
| Trivium Point Advisory, LLC | 0.04% | No change | 3,267 | $335K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,236 | $331K |
| First Foundation Advisors | 0.01% | No change | 3,233 | $331K |
| Beacon Financial Group | 0.04% | Add +0.1% | 3,211 | $329K |
| YANKCOM Partnership | 0.18% | Reduce -35.7% | 3,203 | $328K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Add +0.7% | 3,292 | $328K |
| Capital Analysts, LLC | 0.01% | Add +8.1% | 3,176 | $325K |
| Oxler Private Wealth LLC | 0.11% | Add +0.3% | 3,173 | $325K |
| Sage Financial Management Group, Inc. | 0.12% | Reduce -23.9% | 3,160 | $324K |
| Affinity Wealth Management LLC | 0.06% | No change | 3,133 | $321K |
| Gen-Wealth Partners Inc | 0.13% | Reduce -3.8% | 3,059 | $313K |
| Milestone Investment Advisors LLC | 0.09% | Reduce -0.1% | 3,055 | $313K |
| Goldstein Advisors, LLC | 0.05% | Add +1.1% | 3,055 | $313K |
| Centurion Wealth Management LLC | 0.10% | No change | 2,828 | $312K |
| GenTrust, LLC | 0.01% | No change | 3,037 | $311K |
| Freedom Investment Management, Inc. | 0.03% | Add +64.4% | 3,028 | $310K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +23.6% | 3,001 | $307K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | No change | 3,000 | $307K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 3,000 | $307K |
| Bison Wealth, LLC | 0.03% | Reduce -10.0% | 2,944 | $301K |
| Bradley & Co. Private Wealth Management, LLC | 0.20% | Reduce -1.0% | 2,881 | $295K |
| JB Capital LLC | 0.02% | Reduce -1.7% | 2,841 | $291K |
| Wrapmanager Inc. | 0.08% | New | 2,838 | $291K |
| Sage Capital Management, LLC | 0.16% | No change | 2,835 | $290K |
| Wedbush Securities Inc. | 0.01% | Add +2.4% | 2,808 | $288K |
| Wilson & Boucher Capital Management, LLC | 0.21% | No change | 2,800 | $287K |
| Trilogy Capital Inc. | 0.01% | Add +42.4% | 2,782 | $285K |
| Arbor Investment Advisors, LLC | 0.04% | Add +0.0% | 2,774 | $284K |
| Colorado Capital Management, Inc. | 0.13% | New | 2,707 | $277K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -23.9% | 2,694 | $276K |
| JNBA Financial Advisors | 0.03% | Reduce -6.0% | 2,673 | $274K |
| Creative Financial Designs Inc. | 0.02% | Reduce -7.3% | 2,621 | $268K |
| Somerset Group LLC | 0.24% | Add +8.8% | 2,576 | $264K |
| Sovran Advisors, LLC | 0.03% | Add +40.8% | 2,728 | $264K |
| Keel Point, LLC | 0.02% | No change | 2,564 | $263K |
| Gateway Wealth Partners, LLC | 0.06% | Add +14.9% | 2,558 | $262K |
| Smartleaf Asset Management LLC | 0.02% | No change | 2,531 | $258K |
| Erickson Financial Group, LLC | 0.19% | Add +12.9% | 2,488 | $255K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.7% | 2,484 | $254K |
| MRA Advisory Group | 0.14% | Reduce -7.5% | 2,478 | $254K |
| HRT Financial LP | 0.00% | New | 2,428 | $248K |
| Braun-Bostich & Associates Inc. | 0.18% | Reduce -4.5% | 2,394 | $245K |
| Simplicity Wealth,LLC | 0.02% | New | 2,368 | $242K |
| AlphaCore Capital LLC | 0.02% | New | 2,350 | $241K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.0% | 2,346 | $240K |
| Zevin Asset Management LLC | 0.04% | Reduce -16.1% | 2,347 | $240K |
| Brown Financial Advisors | 0.10% | Add +1.7% | 2,300 | $236K |
| Renaissance Technologies | 0.00% | Reduce -84.8% | 2,300 | $236K |
| Well Done, LLC | 0.04% | Reduce -9.6% | 2,114 | $233K |
| CRA Financial Services, LLC | 0.04% | Reduce -5.5% | 2,275 | $233K |
| Pinnacle Associates Ltd. | 0.00% | New | 2,268 | $232K |
| Erste Asset Management GmbH | 0.00% | Reduce -11.9% | 52,207 | $231K |
| Claro Advisors Inc. | 0.03% | Reduce -5.6% | 2,245 | $230K |
| M&T Bank Corp | 0.00% | No change | 2,232 | $229K |
| Weaver Consulting Group | 0.07% | No change | 2,220 | $227K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Reduce -6.7% | 2,201 | $225K |
| Prentiss Smith & Co. Inc. | 0.14% | No change | 2,168 | $222K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,121 | $220K |
| Modern Wealth Management, LLC | 0.01% | No change | 2,143 | $219K |
| May Hill Capital, LLC | 0.08% | New | 2,139 | $219K |
| Cibc World Market Inc. | 0.00% | New | 2,135 | $219K |
| Figure 8 Investment Strategies LLC | 0.23% | No change | 2,126 | $218K |
| Burns J W & Co. Inc. | 0.03% | Reduce -27.4% | 2,124 | $218K |
| Axxcess Wealth Management, LLC | 0.01% | New | 2,121 | $217K |
| Principal Securities, Inc. | 0.00% | No change | 1,956 | $216K |
| Old Port Advisors | 0.06% | No change | 2,103 | $215K |
| Howe & Rusling Inc. | 0.02% | Add +0.2% | 2,093 | $214K |
| 4Thought Financial Group Inc. | 0.13% | Reduce -8.0% | 2,093 | $214K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 2,090 | $214K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.2% | 2,079 | $213K |
| Smith & Howard Wealth Management, LLC | 0.06% | Reduce -2.1% | 2,078 | $213K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 2,050 | $210K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 2,040 | $209K |
| Ridgecrest Wealth Partners, LLC | 0.11% | Reduce -0.1% | 2,038 | $209K |
| Rossby Financial, LCC | 0.09% | Reduce -4.5% | 2,052 | $208K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 2,025 | $207K |
| Kestra Investment Management, LLC | 0.00% | Add +27.4% | 2,021 | $207K |
| Evoke Wealth, LLC | 0.01% | No change | 2,005 | $205K |
| Tilson Financial Group, Inc. | 0.08% | No change | 1,998 | $205K |
| Marco Investment Management LLC | 0.02% | No change | 2,000 | $205K |
| Banco Santander, S.A. | 0.00% | No change | 2,000 | $205K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -1.0% | 1,997 | $205K |
| First Trust Advisors LP | 0.00% | Add +0.5% | 1,975 | $202K |
| MAI Capital Management | 0.00% | Add +11.2% | 1,901 | $195K |
| JFS Wealth Advisors, LLC | 0.01% | Add +4.9% | 1,850 | $189K |
| Creative Capital Management Investments LLC | 0.07% | No change | 1,819 | $186K |
| AllSquare Wealth Management LLC | 0.11% | No change | 1,767 | $181K |
| Smithfield Trust Co | 0.01% | Reduce -5.2% | 1,759 | $180K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 1,754 | $180K |
| Olde Wealth Management, LLC | 0.06% | New | 1,750 | $179K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,780 | $175K |
| Matrix Private Capital Group LLC | 0.10% | No change | 1,690 | $173K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +6.0% | 1,648 | $169K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.2% | 1,530 | $157K |
| Clearstead Trust, LLC | 0.03% | Reduce -25.3% | 1,403 | $144K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,388 | $142K |
| Evergreen Private Wealth LLC | 0.06% | Reduce -0.2% | 1,355 | $139K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,355 | $139K |
| Rise Advisors, LLC | 0.06% | Add +0.2% | 1,327 | $136K |
| IFP Advisors, Inc | 0.00% | Add +166.0% | 1,266 | $130K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,230 | $126K |
| Caldwell Trust Co | 0.01% | No change | 1,200 | $123K |
| McIlrath & Eck, LLC | 0.02% | Add +3.5% | 1,198 | $123K |
| TD Capital Management LLC | 0.01% | Reduce -3.9% | 1,175 | $120K |
| Ancora Advisors LLC | 0.00% | No change | 1,150 | $118K |
| Bessemer Group Inc. | 0.00% | Add +20.2% | 1,130 | $116K |
| Asset Dedication, LLC | 0.01% | Add +3187.9% | 1,085 | $111K |
| Financial Perspectives, Inc | 0.04% | Add +35.3% | 1,078 | $110K |
| Princeton Global Asset Management LLC | 0.02% | Add +6.3% | 1,028 | $105K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +1.3% | 1,026 | $105K |
| PrairieView Partners, LLC | 0.01% | No change | 1,034 | $105K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -20.2% | 985 | $101K |
| Abound Financial, LLC | 0.05% | New | 944 | $97K |
| Bristlecone Advisors, LLC | 0.01% | No change | 855 | $88K |
| Adirondack Trust Co. | 0.03% | Add +2.4% | 799 | $82K |
| Private Trust Co. NA | 0.01% | Reduce -42.0% | 715 | $73K |
| Sandy Spring Bank | 0.00% | No change | 700 | $72K |
| Clearstead Advisors, LLC | 0.00% | No change | 629 | $64K |
| SouthState Bank Corp | 0.00% | New | 623 | $64K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -2.0% | 542 | $55K |
| Ameriflex Group, Inc. | 0.02% | Add +9.7% | 521 | $53K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.8% | 514 | $53K |
| Bank of New Hampshire | 0.01% | No change | 510 | $52K |
| Colonial Trust Advisors | 0.00% | No change | 500 | $51K |
| Salomon & Ludwin, LLC | 0.01% | Add +15.3% | 474 | $49K |
| Mattson Financial Services, LLC | 0.01% | No change | 467 | $48K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -5.3% | 463 | $47K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 436 | $45K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -54.7% | 413 | $42K |
| Transce3nd, LLC | 0.02% | Add +15.5% | 403 | $41K |
| Legacies Wealth LLC | 0.03% | No change | 401 | $41K |
| Quadrant Capital Group LLC | 0.00% | No change | 380 | $39K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 358 | $37K |
| Eastern Bank | 0.00% | Reduce -33.7% | 356 | $36K |
| Clean Yield Group | 0.01% | New | 355 | $36K |
| WealthTrak Capital Management LLC | 0.03% | No change | 326 | $33K |
| Archer Investment Corp | 0.01% | No change | 304 | $31K |
| Capital A Wealth Management, LLC | 0.03% | No change | 302 | $31K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -33.6% | 296 | $30K |
| Columbia River Financial Group, LLC | 0.02% | New | 297 | $30K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 275 | $28K |
| CENTRAL TRUST Co | 0.00% | Add +7.9% | 274 | $28K |
| Cornerstone Planning Group LLC | 0.01% | New | 268 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 222 | $23K |
| Copia Wealth Management | 0.02% | No change | 210 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -0.6% | 182 | $19K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $18K |
| Global Financial Private Client, LLC | 0.01% | Add +3.5% | 179 | $18K |
| Hanson & Doremus Investment Management | 0.00% | No change | 171 | $18K |
| Kennebec Savings Bank | 0.02% | No change | 161 | $16K |
| CVA Family Office, LLC | 0.00% | No change | 158 | $16K |
| Signaturefd, LLC | 0.00% | No change | 152 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $15K |
| Ballast Advisors LLC | 0.00% | No change | 137 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 130 | $13K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 125 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -90.7% | 96 | $10K |
| Founders Capital Management | 0.01% | No change | 89 | $9K |
| Brooklyn Investment Group | 0.00% | New | 76 | $8K |
| Glenmede Trust Co. NA | 0.00% | No change | 75 | $8K |
| 1 North Wealth Services LLC | 0.00% | New | 55 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -74.1% | 49 | $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 |
| Decker Retirement Planning Inc. | 0.00% | No change | 24 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 20 | $2K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| American Capital Advisory, LLC | 0.00% | Reduce -80.4% | 9 | $922 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $102 |
"% 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.