iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q2 2025 (June 30)561holders +15
40new positions
23sold out
2famous investors
$116.40avg. 13F price*
At the end of Q2 2025, 561 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 15 from Q1 2025. 40 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($445.0M), Envestnet Asset Management Inc. ($230.5M) and Bank of America Corp. ($167.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $12.0M |
| Exits | 23 | $9.5M |
All 13F filers, Q1 2025 → Q2 2025: 642,059 shares bought and 1,250,592 shares sold, net −608,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Morgan Stanley | 0.03% | Reduce -1.9% | 3,830,802 | $445.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -2.4% | 1,984,501 | $230.5M |
| Bank of America Corp. | 0.01% | Reduce -0.3% | 1,440,776 | $167.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.6% | 1,196,215 | $139.0M |
| LPL Financial LLC | 0.05% | Add +15.1% | 1,162,736 | $135.1M |
| Bank of New York Mellon Corp | 0.03% | Add +3.5% | 1,148,473 | $133.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.8% | 931,931 | $108.3M |
| UBS Group AG | 0.01% | Reduce -3.1% | 449,836 | $52.3M |
| IMA Advisory Services, Inc. | 4.98% | Reduce -3.5% | 402,011 | $46.5M |
| Betterment LLC | 0.10% | Reduce -3.2% | 396,933 | $46.1M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -11.7% | 393,667 | $45.7M |
| Mariner, LLC | 0.06% | Add +6.7% | 344,330 | $40.0M |
| US Bancorp \de | 0.05% | Reduce -0.1% | 342,968 | $39.8M |
| Sei Investments Co. | 0.04% | Add +4.7% | 290,834 | $33.8M |
| Cerity Partners LLC | 0.06% | Reduce -6.1% | 274,566 | $31.9M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -18.0% | 224,259 | $31.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.3% | 228,571 | $26.6M |
| Wells Fargo & Company | 0.01% | Add +0.6% | 222,286 | $25.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.2% | 205,197 | $23.8M |
| Truist Financial Corp. | 0.03% | Reduce -1.2% | 186,536 | $21.7M |
| Creative Planning | 0.02% | Reduce -0.2% | 182,760 | $21.2M |
| Cetera Investment Advisers | 0.03% | Add +10.9% | 177,917 | $20.7M |
| National Philanthropic Trust | 0.27% | Add +5.5% | 171,889 | $20.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -12.9% | 171,839 | $20.0M |
| Park Avenue Securities LLC | 0.18% | Reduce -0.4% | 171,561 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 169,546 | $19.7M |
| Osaic Holdings, Inc. | 0.03% | Add +0.1% | 168,897 | $19.5M |
| Captrust Financial Advisors | 0.04% | Add +2.1% | 151,893 | $17.6M |
| Manchester Capital Management LLC | 2.20% | Reduce -13.8% | 144,040 | $16.7M |
| Fiduciary Trust Co | 0.20% | Reduce -1.7% | 140,983 | $16.4M |
| Gemmer Asset Management LLC | 1.34% | Add +1.5% | 130,422 | $15.1M |
| Private Advisor Group, LLC | 0.07% | Reduce -3.9% | 119,623 | $13.9M |
| MML Investors Services, LLC | 0.04% | Reduce -2.7% | 113,492 | $13.2M |
| Natural Investments, LLC | 2.99% | Add +6.0% | 99,643 | $11.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -15.7% | 98,854 | $11.5M |
| Francis Financial, Inc. | 2.63% | Reduce -4.3% | 98,133 | $11.4M |
| PFG Investments, LLC | 0.64% | Add +0.9% | 94,359 | $11.0M |
| Advisory Services Network, LLC | 0.17% | Reduce -16.4% | 87,900 | $10.5M |
| Dunhill Financial, LLC | 3.02% | Reduce -11.9% | 89,751 | $10.4M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +5.1% | 88,426 | $10.3M |
| Ameritas Advisory Services, LLC | 0.52% | Reduce -32.8% | 85,162 | $9.9M |
| Focus Partners Wealth | 0.02% | Add +65.9% | 81,495 | $9.5M |
| Composition Wealth, LLC | 0.16% | Add +0.4% | 81,238 | $9.4M |
| Mascoma Wealth Management LLC | 2.16% | Reduce -3.2% | 80,032 | $9.3M |
| Cwm, LLC | 0.03% | Reduce -0.3% | 75,821 | $8.8M |
| Trillium Asset Management, LLC | 0.23% | Reduce -31.2% | 72,647 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.4% | 72,323 | $8.4M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.5% | 71,182 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.3% | 71,137 | $8.3M |
| SCS Capital Management LLC | 0.09% | Add +0.5% | 69,138 | $8.0M |
| Fifth Third Wealth Advisors LLC | 0.33% | Reduce -0.1% | 67,036 | $7.8M |
| Comerica Bank | 0.03% | Reduce -4.4% | 64,757 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -0.4% | 59,745 | $6.9M |
| Strategic Point Investment Advisors, LLC | 1.06% | Reduce -6.6% | 59,451 | $6.9M |
| Johnson Financial Group, Inc. | 0.31% | Add +4.0% | 59,117 | $6.9M |
| Bank of Montreal | 0.00% | Add +0.1% | 59,027 | $6.9M |
| Choreo, LLC | 0.10% | Reduce -10.3% | 58,652 | $6.8M |
| Brio Consultants, LLC | 0.96% | Add +2.3% | 56,812 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +20.1% | 52,561 | $6.1M |
| Headinvest, LLC | 1.29% | Add +0.1% | 52,287 | $6.1M |
| Erste Asset Management GmbH | 0.05% | No change | 52,207 | $6.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +6.2% | 51,194 | $5.9M |
| St Germain D J Co. Inc. | 0.25% | Add +2.8% | 49,577 | $5.8M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -19.6% | 48,115 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +13.3% | 47,685 | $5.5M |
| Assetmark, Inc. | 0.01% | Add +5.7% | 47,024 | $5.5M |
| Allianz SE | 0.12% | Add +8.1% | 45,284 | $5.3M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -3.8% | 44,763 | $5.2M |
| Gilbert Capital Group, Inc. | 4.29% | — | 44,558 | $5.2M |
| BBR Partners, LLC | 0.32% | Add +40.7% | 44,345 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -57.7% | 44,190 | $5.1M |
| One Wealth Advisors, LLC | 0.69% | Reduce -1.7% | 42,976 | $5.0M |
| First Affirmative Financial Network | 2.56% | Add +5.8% | 42,849 | $5.0M |
| SageView Advisory Group, LLC | 0.19% | Reduce -1.9% | 41,072 | $5.0M |
| Litman Gregory Wealth Management LLC | 0.39% | Add +5.4% | 42,217 | $4.9M |
| Gradient Investments LLC | 0.09% | Reduce -15.4% | 41,951 | $4.9M |
| Columbia Bank | 1.36% | Reduce -10.1% | 38,261 | $4.5M |
| Moment Partners, LLC | 0.83% | Add +11.2% | 38,183 | $4.4M |
| Cranbrook Wealth Management, LLC | 0.91% | Add +1.6% | 36,811 | $4.3M |
| GTS Securities LLC | 0.19% | Add +185.9% | 36,508 | $4.2M |
| Laurel Wealth Planning LLC | 2.40% | Reduce -2.1% | 36,411 | $4.2M |
| Neumann Capital Management, LLC | 1.32% | Add +0.1% | 36,148 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.4% | 35,435 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -5.2% | 35,295 | $4.1M |
| Diversified Enterprises, LLC | 0.30% | Add +20.1% | 34,360 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +8.5% | 33,814 | $3.9M |
| McClarren Financial Advisors, Inc. | 2.55% | Add +56.6% | 33,779 | $3.9M |
| Childress Capital Advisors, LLC | 0.95% | No change | 32,425 | $3.8M |
| &partners | 0.03% | Add +8.8% | 31,734 | $3.7M |
| Bailard, Inc. | 0.08% | Reduce -10.5% | 30,685 | $3.6M |
| Horst & Graben Wealth Management LLC | 0.57% | Reduce -4.8% | 29,797 | $3.5M |
| Lido Advisors, LLC | 0.02% | No change | 28,991 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -7.4% | 28,778 | $3.3M |
| Institute for Wealth Management, LLC. | 0.37% | Reduce -2.0% | 28,636 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -4.8% | 28,019 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.2% | 27,872 | $3.2M |
| Accredited Investors Inc. | 0.19% | Reduce -18.6% | 27,849 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.0% | 27,322 | $3.2M |
| Forbes J M & Co. LLP | 0.29% | Add +5.2% | 26,938 | $3.1M |
| Citadel Advisors | 0.00% | Add +66.1% | 26,716 | $3.1M |
| Keybank National Association | 0.01% | Reduce -1.9% | 26,580 | $3.1M |
| Pennsylvania Capital Management Inc. | 0.98% | No change | 26,242 | $3.0M |
| Dohj, LLC | 0.88% | Reduce -38.3% | 30,860 | $3.0M |
| Wealthcare Capital Management LLC | 0.32% | Add +2.0% | 25,993 | $3.0M |
| Topel & Distasi Wealth Management, LLC | 1.57% | Add +3.6% | 25,866 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -19.1% | 25,814 | $3.0M |
| Bangor Savings Bank | 0.27% | Reduce -1.5% | 25,694 | $3.0M |
| Impact Investors, Inc | 2.09% | Add +22.3% | 25,510 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -32.7% | 25,459 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.1% | 25,291 | $2.9M |
| Gibson Capital, LLC | 0.58% | Add +0.5% | 25,124 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.8% | 25,113 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 24,731 | $2.9M |
| Creekside Partners | 1.36% | Reduce -3.6% | 24,708 | $2.9M |
| Sharkey, Howes & Javer | 0.38% | Reduce -1.8% | 24,555 | $2.9M |
| Chicago Partners Investment Group LLC | 0.08% | Add +0.3% | 23,478 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -6.8% | 24,115 | $2.8M |
| GeoWealth Management, LLC | 0.11% | Reduce -5.0% | 23,817 | $2.8M |
| Stanich Group LLC | 2.46% | Reduce -0.2% | 23,341 | $2.7M |
| Sapient Capital LLC | 0.05% | No change | 23,380 | $2.7M |
| Blair William & Co. | 0.01% | Reduce -1.3% | 22,689 | $2.6M |
| Eley Financial Management, Inc | 1.01% | Reduce -4.4% | 22,582 | $2.6M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -8.2% | 22,287 | $2.6M |
| Altfest L J & Co. Inc. | 0.30% | Reduce -2.1% | 22,062 | $2.6M |
| Evergreen Capital Management LLC | 0.08% | Reduce -1.2% | 21,909 | $2.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.38% | No change | 21,863 | $2.5M |
| Conscious Wealth Investments, LLC | 1.59% | Add +1.6% | 20,586 | $2.5M |
| Modern Wealth Management, LLC | 0.06% | Add +878.1% | 20,960 | $2.4M |
| Shepherd Financial Partners LLC | 0.26% | Reduce -6.3% | 20,875 | $2.4M |
| Allodium Investment Consultants, LLC | 1.52% | Add +6.8% | 20,639 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.1% | 20,236 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.14% | Reduce -13.3% | 20,437 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.4% | 20,423 | $2.4M |
| Arlington Financial Advisors, LLC | 0.38% | Add +1.4% | 20,110 | $2.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.86% | Reduce -26.7% | 20,010 | $2.3M |
| BigSur Wealth Management LLC | 0.59% | No change | 20,000 | $2.3M |
| Hilltop Holdings Inc. | 0.15% | Reduce -0.3% | 19,998 | $2.3M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -0.1% | 19,967 | $2.3M |
| Sofi Wealth, LLC | 0.14% | Add +65.4% | 19,886 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Add +12.3% | 19,411 | $2.3M |
| HB Wealth Management, LLC | 0.02% | No change | 19,226 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.6% | 19,176 | $2.2M |
| Boston Trust Walden Corp | 0.02% | Reduce -0.3% | 19,003 | $2.2M |
| Fingerlakes Wealth Management, Inc. | 1.64% | Add +0.5% | 18,886 | $2.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +25.1% | 18,871 | $2.2M |
| FMR LLC | 0.00% | Reduce -10.0% | 18,279 | $2.1M |
| Vicus Capital | 0.17% | Add +2.8% | 18,102 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -11.7% | 18,039 | $2.1M |
| Revolve Wealth Partners, LLC | 0.27% | Add +3.4% | 17,896 | $2.1M |
| Financial Insights, Inc. | 0.74% | Reduce -18.4% | 17,442 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.26% | Reduce -11.3% | 17,217 | $2.0M |
| Waverly Advisors, LLC | 0.02% | No change | 16,852 | $2.0M |
| NewEdge Wealth, LLC | 0.03% | Reduce -10.0% | 16,297 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -79.1% | 16,547 | $1.9M |
| Tempus Wealth Planning, LLC | 0.48% | Reduce -0.5% | 16,654 | $1.9M |
| Charter Oak Capital Management, LLC | 0.16% | Reduce -0.6% | 16,460 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +15.8% | 16,043 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -0.4% | 15,757 | $1.8M |
| Merit Financial Group, LLC | 0.02% | Add +30.3% | 15,545 | $1.8M |
| Investors Research Corp | 0.35% | Add +0.7% | 15,166 | $1.8M |
| Davis Wealth Advisors, LLC | 1.86% | Reduce -14.3% | 15,063 | $1.7M |
| Elios Financial Group Inc. | 0.79% | Reduce -7.5% | 15,037 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +2.2% | 15,036 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +165.5% | 14,766 | $1.7M |
| CX Institutional | 0.06% | Reduce -6.0% | 14,443 | $1.7M |
| MainStreet Investment Advisors LLC | 0.23% | Add +2.3% | 14,429 | $1.7M |
| Spire Wealth Management | 0.06% | Reduce -9.7% | 14,376 | $1.7M |
| National Bank of Canada | 0.00% | Add +2.7% | 14,104 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.6% | 14,038 | $1.6M |
| Whittier Trust Co. | 0.02% | No change | 13,940 | $1.6M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -8.0% | 13,703 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -15.7% | 13,676 | $1.6M |
| Pitcairn Co. | 0.10% | Reduce -54.8% | 13,658 | $1.6M |
| Aspiriant, LLC | 0.05% | No change | 13,494 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -64.1% | 13,051 | $1.5M |
| White Lighthouse Investment Management Inc. | 0.24% | Reduce -15.9% | 12,789 | $1.5M |
| Sage Financial Group Inc. | 0.11% | Reduce -2.5% | 12,731 | $1.5M |
| Farther Finance Advisors, LLC | 0.03% | Add +0.7% | 12,726 | $1.5M |
| Sax Wealth Advisors, LLC | 0.09% | Add +6.4% | 12,696 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.27% | Reduce -0.3% | 12,643 | $1.5M |
| First Horizon Advisors, Inc. | 0.04% | Reduce -57.0% | 12,451 | $1.4M |
| Mgo One Seven LLC | 0.05% | Add +7.3% | 12,436 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -13.0% | 12,208 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.11% | No change | 12,174 | $1.4M |
| Austin Private Wealth, LLC | 0.11% | Add +3.0% | 12,116 | $1.4M |
| Potentia Wealth | 0.80% | Reduce -1.0% | 12,068 | $1.4M |
| Continuum Advisory, LLC | 0.17% | Reduce -0.1% | 12,048 | $1.4M |
| Bordeaux Wealth Advisors LLC | 0.18% | No change | 12,000 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +9.9% | 11,625 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Add +28.4% | 11,536 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11,370 | $1.3M |
| MA Private Wealth | 0.24% | No change | 11,343 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | New | 11,257 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -1.3% | 11,237 | $1.3M |
| Boston Standard Wealth Management, LLC | 0.23% | Reduce -24.6% | 11,204 | $1.3M |
| RFG Advisory, LLC | 0.03% | Reduce -2.9% | 11,191 | $1.3M |
| Bensler, LLC | 0.14% | Add +8.8% | 11,035 | $1.3M |
| Wealth Management Partners, LLC | 0.45% | Add +0.6% | 10,870 | $1.3M |
| Regal Investment Advisors LLC | 0.09% | Reduce -6.3% | 10,820 | $1.3M |
| Main Street Group, LTD | 0.43% | No change | 10,216 | $1.2M |
| Great Diamond Partners, LLC | 0.25% | Reduce -3.8% | 10,216 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +19.1% | 10,152 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.39% | Reduce -5.6% | 10,150 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Reduce -16.6% | 10,125 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +8.2% | 10,091 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +15.4% | 9,852 | $1.1M |
| Wealth Advisory Team LLC | 1.06% | — | 9,724 | $1.1M |
| Destination Wealth Management | 0.03% | Add +6.0% | 9,634 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +0.1% | 9,340 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -1.8% | 9,276 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +1.8% | 8,954 | $1.0M |
| World Investment Advisors | 0.02% | Reduce -3.6% | 8,843 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +1.1% | 8,828 | $1.0M |
| Long Run Wealth Advisors, LLC | 0.21% | Reduce -6.9% | 8,801 | $1.0M |
| Consolidated Portfolio Review Corp | 0.14% | Reduce -4.3% | 8,642 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.0% | 8,598 | $999K |
| Romano Brothers and Company | 0.12% | Reduce -1.2% | 8,580 | $997K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +56.0% | 8,516 | $989K |
| Citizens Financial Group Inc. | 0.02% | Add +0.0% | 8,497 | $987K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +8.1% | 8,471 | $984K |
| Decker Retirement Planning Inc. | 0.55% | Add +33825.0% | 8,142 | $946K |
| NorthRock Partners, LLC | 0.02% | Reduce -0.7% | 8,086 | $939K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -8.6% | 8,046 | $935K |
| Vontobel Holding Ltd. | 0.00% | Add +0.3% | 8,031 | $933K |
| Acropolis Investment Management, LLC | 0.05% | Reduce -1.4% | 8,018 | $931K |
| Maia Wealth LLC | 0.17% | Add +0.1% | 7,896 | $917K |
| Wealth Alliance, LLC | 0.10% | Reduce -3.9% | 7,819 | $908K |
| First Pacific Financial | 0.13% | Reduce -2.7% | 7,779 | $904K |
| Mather Group, Llc. | 0.01% | Add +0.3% | 7,771 | $903K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -12.9% | 7,735 | $898K |
| Rogco, LP | 0.34% | Reduce -8.7% | 7,723 | $897K |
| Cobblestone Capital Advisors LLC | 0.05% | No change | 7,640 | $887K |
| Harbour Investments, Inc. | 0.02% | Add +3.3% | 7,528 | $874K |
| Harfst & Associates, Inc. | 0.18% | Reduce -1.3% | 7,395 | $859K |
| Willow Creek Wealth Management Inc. | 0.08% | Add +0.1% | 7,361 | $855K |
| One Wealth Capital Management, LLC | 0.40% | Add +1.7% | 7,358 | $855K |
| VERITY Wealth Advisors | 0.57% | No change | 7,299 | $848K |
| Hills Bank & Trust Co | 0.05% | Reduce -1.4% | 7,178 | $834K |
| Halter Ferguson Financial Inc. | 0.31% | Add +1.2% | 7,152 | $831K |
| BIP Wealth, LLC | 0.05% | No change | 7,065 | $821K |
| Hill Island Financial LLC | 0.23% | Reduce -93.1% | 6,969 | $810K |
| LongView Asset Management LLC | 0.61% | Reduce -10.7% | 6,954 | $808K |
| Principle Wealth Partners LLC | 0.05% | Reduce -2.3% | 6,887 | $800K |
| Savvy Advisors, Inc. | 0.05% | Add +5.2% | 6,854 | $796K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -31.3% | 6,637 | $771K |
| Atria Investments, Inc | 0.01% | Add +2.2% | 6,625 | $770K |
| Keystone Financial Services | 0.26% | Reduce -8.3% | 6,523 | $758K |
| SVB Wealth LLC | 0.04% | New | 6,487 | $754K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 6,477 | $752K |
| Midwest Trust Co | 0.01% | — | 6,445 | $749K |
| Kathmere Capital Management, LLC | 0.06% | Reduce -30.7% | 6,310 | $733K |
| LifePlan Investment Advisors, Inc. | 0.36% | Reduce -2.5% | 6,260 | $727K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 6,225 | $723K |
| Bigelow Investment Advisors, LLC | 0.32% | Reduce -3.0% | 6,174 | $717K |
| Brooklyn FI, LLC | 0.18% | No change | 6,168 | $716K |
| Peak Financial Management, Inc. | 0.20% | Reduce -0.5% | 6,130 | $712K |
| Theory Financial LLC | 0.27% | Add +4.6% | 5,913 | $708K |
| Kesler, Norman & Wride, LLC | 0.13% | No change | 6,098 | $708K |
| Zevenbergen Capital Investments LLC | 0.01% | Reduce -10.0% | 6,075 | $706K |
| Rede Wealth, LLC | 0.25% | No change | 6,074 | $706K |
| Brookstone Capital Management | 0.01% | Add +10.1% | 6,067 | $705K |
| Meridian Wealth Management, LLC | 0.03% | Add +0.0% | 6,036 | $701K |
| Rollins Financial Advisors, LLC | 0.11% | No change | 6,035 | $701K |
| Golden State Wealth Management, LLC | 0.09% | Reduce -1.2% | 6,014 | $699K |
| Ulland Investment Advisors, LLC | 0.57% | Reduce -4.0% | 6,010 | $698K |
| Fortis Capital Management LLC | 0.11% | Add +0.2% | 5,988 | $696K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -3.9% | 5,986 | $695K |
| Harbor Asset Planning, Inc. | 0.66% | — | 5,979 | $694K |
| Jane Street Group, LLC | 0.00% | New | 5,904 | $686K |
| Frisch Financial Group, Inc. | 0.17% | Add +0.2% | 5,860 | $681K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 5,763 | $669K |
| Oregon Pacific Wealth Management, LLC | 0.63% | Reduce -0.6% | 5,717 | $664K |
| BlackRock, Inc. | 0.00% | Reduce -11.1% | 5,657 | $657K |
| Carret Asset Management, LLC | 0.07% | No change | 5,600 | $650K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -40.4% | 5,296 | $643K |
| Citigroup Inc. | 0.00% | Add +1.4% | 5,530 | $642K |
| AlphaCore Capital LLC | 0.02% | Add +132.8% | 5,470 | $635K |
| WealthShield Partners, LLC | 0.08% | Reduce -2.6% | 5,424 | $630K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -1.0% | 5,390 | $626K |
| WNY Asset Management, LLC | 0.07% | Add +0.0% | 5,376 | $625K |
| Members Trust Co | 0.02% | No change | 5,349 | $621K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +64.2% | 5,314 | $617K |
| Finley Financial, LLC | 0.31% | No change | 5,290 | $614K |
| Western Wealth Management, LLC | 0.04% | Add +1.7% | 5,261 | $611K |
| Copperleaf Capital, LLC | 0.31% | Reduce -0.1% | 5,224 | $607K |
| Gould Asset Management LLC | 0.12% | Add +1.0% | 5,182 | $602K |
| KBC Group NV | 0.00% | No change | 5,142 | $597K |
| AdvisorNet Financial, Inc | 0.04% | Add +0.7% | 5,136 | $597K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -4.7% | 5,112 | $594K |
| Lifelong Wealth Advisors, Inc. | 0.20% | Add +0.2% | 5,102 | $593K |
| Quantinno Capital Management LP | 0.00% | No change | 5,000 | $581K |
| West Financial Advisors, LLC | 0.10% | Add +0.3% | 4,971 | $577K |
| Sovran Advisors, LLC | 0.06% | Add +79.4% | 4,894 | $571K |
| Altus Wealth Group LLC | 0.25% | No change | 4,895 | $569K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -12.0% | 4,876 | $566K |
| Parsons Capital Management Inc. | 0.03% | Reduce -2.0% | 4,826 | $561K |
| Johnson Bixby & Associates, LLC | 0.08% | Reduce -2.9% | 4,811 | $559K |
| Magnus Financial Group LLC | 0.05% | Add +0.7% | 4,805 | $558K |
| NBT Bank, N.A. | 0.04% | No change | 4,771 | $554K |
| Ellevest, Inc. | 0.09% | No change | 4,713 | $547K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -12.9% | 4,524 | $546K |
| Arkadios Wealth Advisors | 0.02% | Add +1.4% | 4,675 | $543K |
| S.A. Mason LLC | 0.26% | New | 4,651 | $540K |
| Eq LLC | 0.21% | Add +2.2% | 4,616 | $536K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -4.6% | 4,585 | $533K |
| Geneos Wealth Management Inc. | 0.01% | Add +199.3% | 4,579 | $532K |
| Flputnam Investment Management Co. | 0.01% | Reduce -13.3% | 4,551 | $529K |
| Deutsche Bank AG | 0.00% | No change | 4,550 | $529K |
| Tiaa Trust, National Association | 0.00% | Reduce -8.1% | 4,530 | $526K |
| Hilltop Partners LLC | 0.16% | Add +23.1% | 4,485 | $521K |
| Old National Bancorp | 0.01% | New | 4,476 | $520K |
| CoreCap Advisors, LLC | 0.02% | Add +2.3% | 4,473 | $520K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,464 | $519K |
| Concord Asset Management, LLC | 0.08% | Add +25.7% | 4,457 | $518K |
| Concord Wealth Partners | 0.08% | Reduce -4.4% | 4,457 | $518K |
| LWM Advisors Inc. | 0.58% | No change | 4,425 | $514K |
| Buttonwood Financial Group, LLC | 0.26% | Reduce -4.5% | 4,395 | $513K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -3.6% | 4,403 | $511K |
| Retirement Income Solutions, Inc. | 0.09% | Reduce -23.7% | 4,392 | $510K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,372 | $508K |
| Mission Creek Capital Partners, Inc. | 0.11% | Reduce -9.6% | 4,353 | $506K |
| SK Wealth Management, LLC | 0.22% | Add +0.2% | 4,270 | $501K |
| Ascent Group, LLC | 0.02% | Reduce -7.2% | 4,311 | $501K |
| Prism Advisors, Inc. | 0.14% | Reduce -20.5% | 4,274 | $496K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 4,238 | $492K |
| Compound Planning, Inc. | 0.02% | No change | 4,219 | $490K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,216 | $490K |
| HM Payson & Co. | 0.01% | No change | 4,200 | $488K |
| MBE Wealth Management, LLC | 0.21% | Add +0.4% | 4,197 | $488K |
| Argent Trust Co | 0.02% | Add +10.9% | 4,179 | $485K |
| Strategic Blueprint, LLC | 0.02% | Reduce -20.4% | 4,129 | $480K |
| Addison Advisors LLC | 0.12% | No change | 4,073 | $473K |
| Wealthgarden F.S. LLC | 0.39% | Reduce -4.7% | 3,892 | $466K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -13.3% | 3,973 | $462K |
| Coordinated Financial Services, Inc. | 0.32% | — | 3,956 | $460K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +30.1% | 3,904 | $453K |
| Hengehold Capital Management LLC | 0.04% | Reduce -6.9% | 3,887 | $452K |
| West Wealth Group, LLC | 0.11% | Reduce -0.7% | 3,756 | $450K |
| Rossmore Private Capital | 0.05% | No change | 3,867 | $449K |
| Marshall Wace, LLP | 0.00% | New | 3,821 | $444K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -4.3% | 3,813 | $443K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +13.1% | 3,798 | $441K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 3,754 | $436K |
| TrinityBridge Ltd | 0.01% | No change | 3,715 | $431K |
| Trust Co. of Vermont | 0.02% | No change | 3,710 | $431K |
| Rockingstone Advisors LLC | 0.23% | No change | 3,696 | $429K |
| Heck Capital Advisors, LLC | 0.04% | Add +7.5% | 3,683 | $428K |
| Wealth Architects, LLC | 0.04% | No change | 3,662 | $425K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -1.5% | 3,633 | $422K |
| KFA Private Wealth Group, LLC | 0.13% | Reduce -8.7% | 3,629 | $422K |
| W.H. Cornerstone Investments Inc. | 0.27% | Add +0.8% | 3,612 | $420K |
| Wesbanco Bank Inc. | 0.01% | Reduce -2.0% | 3,599 | $418K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -15.0% | 3,577 | $416K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -12.1% | 3,549 | $412K |
| Essential Planning, LLC. | 0.15% | Add +0.8% | 3,536 | $411K |
| Renaissance Technologies | 0.00% | Add +52.2% | 3,500 | $407K |
| Spectrum Planning & Advisory Services Inc. | 0.26% | Reduce -5.7% | 3,473 | $403K |
| Fielder Capital Group LLC | 0.10% | Reduce -32.2% | 3,365 | $391K |
| Parkside Advisors LLC | 0.09% | No change | 3,361 | $390K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -20.1% | 3,361 | $390K |
| WBH Advisory Inc. | 0.03% | Add +1.2% | 3,359 | $390K |
| Hall Laurie J Trustee | 0.13% | New | 3,350 | $389K |
| Blume Capital Management, Inc. | 0.08% | No change | 3,350 | $389K |
| TruNorth Capital Management, LLC | 0.09% | No change | 3,349 | $389K |
| Verus Capital Partners, LLC | 0.03% | Reduce -0.7% | 3,324 | $386K |
| Arete Wealth Advisors, LLC | 0.03% | Add +0.5% | 3,304 | $384K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.6% | 3,298 | $383K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | No change | 3,292 | $382K |
| Capital Analysts, LLC | 0.01% | Add +3.3% | 3,280 | $381K |
| Hilltop Wealth Advisors, LLC | 0.21% | No change | 3,268 | $380K |
| First Foundation Advisors | 0.01% | No change | 3,233 | $376K |
| YANKCOM Partnership | 0.18% | No change | 3,203 | $372K |
| Arax Advisory Partners | 0.02% | Reduce -50.0% | 3,200 | $372K |
| Beacon Financial Group | 0.04% | Reduce -0.7% | 3,188 | $370K |
| Oxler Private Wealth LLC | 0.12% | Add +0.2% | 3,180 | $369K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -18.7% | 3,154 | $366K |
| Affinity Wealth Management LLC | 0.06% | No change | 3,133 | $364K |
| Landaas & Co. /Wi | 0.09% | Reduce -17.4% | 3,125 | $363K |
| Axxcess Wealth Management, LLC | 0.01% | Add +44.8% | 3,072 | $357K |
| Capital Asset Advisory Services LLC | 0.02% | Add +44.8% | 3,072 | $356K |
| Freedom Investment Management, Inc. | 0.03% | Add +1.0% | 3,058 | $355K |
| Goldstein Advisors, LLC | 0.05% | Reduce -0.1% | 3,052 | $355K |
| Milestone Investment Advisors LLC | 0.09% | Reduce -0.1% | 3,051 | $354K |
| Trilogy Capital Inc. | 0.02% | Add +9.4% | 3,044 | $354K |
| GenTrust, LLC | 0.02% | No change | 3,037 | $353K |
| Sage Financial Management Group, Inc. | 0.12% | Reduce -4.2% | 3,029 | $352K |
| Blue Zone Wealth Advisors, LLC | 0.09% | New | 3,026 | $352K |
| Sterling Investment Advisors, Ltd. | 0.08% | No change | 3,000 | $348K |
| Bison Wealth, LLC | 0.03% | Add +1.1% | 2,976 | $346K |
| Gen-Wealth Partners Inc | 0.13% | Reduce -3.4% | 2,956 | $343K |
| JB Capital LLC | 0.02% | Add +3.2% | 2,933 | $341K |
| Burns J W & Co. Inc. | 0.04% | Add +36.5% | 2,900 | $337K |
| Bradley & Co. Private Wealth Management, LLC | 0.20% | No change | 2,881 | $335K |
| MRA Advisory Group | 0.16% | Add +16.0% | 2,874 | $334K |
| Fsa Wealth Partners, Inc. | 0.16% | New | 2,872 | $334K |
| HRT Financial LP | 0.00% | Add +17.5% | 2,853 | $331K |
| Sage Capital Management, LLC | 0.16% | No change | 2,835 | $329K |
| Wilson & Boucher Capital Management, LLC | 0.23% | No change | 2,800 | $325K |
| Arbor Investment Advisors, LLC | 0.04% | Add +0.1% | 2,776 | $322K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -15.2% | 2,771 | $322K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -19.9% | 2,758 | $320K |
| My Legacy Advisors, LLC | 0.11% | Reduce -18.6% | 2,698 | $318K |
| Centurion Wealth Management LLC | 0.09% | Reduce -3.3% | 2,735 | $318K |
| Colorado Capital Management, Inc. | 0.13% | No change | 2,707 | $314K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,694 | $313K |
| JNBA Financial Advisors | 0.03% | Reduce -0.3% | 2,666 | $310K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.3% | 2,660 | $309K |
| Macroview Investment Management LLC | 0.25% | New | 2,607 | $303K |
| Gateway Wealth Partners, LLC | 0.06% | Add +1.3% | 2,592 | $301K |
| Cypress Wealth Services, LLC | 0.05% | New | 2,578 | $299K |
| First Trust Advisors LP | 0.00% | Add +30.0% | 2,567 | $298K |
| Keel Point, LLC | 0.02% | No change | 2,564 | $298K |
| Myecfo, LLC | 0.15% | Reduce -34.4% | 2,560 | $297K |
| Somerset Group LLC | 0.25% | Reduce -2.2% | 2,519 | $293K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | Reduce -16.7% | 2,500 | $290K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -28.6% | 2,500 | $290K |
| Erickson Financial Group, LLC | 0.20% | Reduce -0.1% | 2,486 | $289K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.0% | 2,433 | $283K |
| AE Wealth Management LLC | 0.00% | Reduce -85.6% | 2,420 | $281K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -4.7% | 2,411 | $279K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.0% | 2,347 | $273K |
| Braun-Bostich & Associates Inc. | 0.19% | Reduce -2.4% | 2,336 | $271K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Add +5.9% | 2,331 | $271K |
| Creative Financial Designs Inc. | 0.02% | Reduce -12.0% | 2,307 | $268K |
| Brown Financial Advisors | 0.10% | No change | 2,300 | $267K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.5% | 2,279 | $265K |
| CRA Financial Services, LLC | 0.04% | No change | 2,275 | $264K |
| New Covenant Trust Company, N.A. | 0.23% | New | 2,256 | $261K |
| M&T Bank Corp | 0.00% | No change | 2,232 | $259K |
| Weaver Consulting Group | 0.07% | No change | 2,220 | $258K |
| Well Done, LLC | 0.05% | Add +3.9% | 2,197 | $255K |
| 4Thought Financial Group Inc. | 0.13% | Add +4.3% | 2,182 | $253K |
| Prentiss Smith & Co. Inc. | 0.15% | No change | 2,168 | $252K |
| May Hill Capital, LLC | 0.08% | No change | 2,139 | $248K |
| Two West Capital Advisors LLC | 0.16% | New | 2,049 | $247K |
| Figure 8 Investment Strategies LLC | 0.24% | No change | 2,126 | $247K |
| Curi Capital, LLC | 0.00% | New | 2,123 | $247K |
| Old Port Advisors | 0.07% | No change | 2,103 | $244K |
| Howe & Rusling Inc. | 0.02% | Add +0.4% | 2,102 | $244K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 2,090 | $243K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.1% | 2,082 | $242K |
| Capital Advantage, Inc. | 0.04% | Reduce -37.3% | 2,081 | $242K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 2,050 | $238K |
| Ridgecrest Wealth Partners, LLC | 0.13% | No change | 2,038 | $237K |
| Smith & Howard Wealth Management, LLC | 0.06% | Reduce -1.9% | 2,038 | $237K |
| Wrapmanager Inc. | 0.06% | Reduce -28.5% | 2,029 | $236K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 2,025 | $235K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.7% | 2,025 | $235K |
| Insight Wealth Strategies, LLC | 0.03% | Add +1.3% | 2,022 | $234K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.5% | 2,010 | $233K |
| Zevin Asset Management LLC | 0.03% | Reduce -14.7% | 2,003 | $233K |
| Evoke Wealth, LLC | 0.01% | No change | 2,005 | $233K |
| Mutual Advisors, LLC | 0.01% | New | 1,928 | $233K |
| Marco Investment Management LLC | 0.02% | No change | 2,000 | $232K |
| Banco Santander, S.A. | 0.00% | No change | 2,000 | $232K |
| Tilson Financial Group, Inc. | 0.09% | No change | 1,998 | $232K |
| Sequent Planning LLC | 0.07% | New | 1,937 | $225K |
| Flagship Private Wealth, LLC | 0.09% | New | 1,915 | $222K |
| Darden Wealth Group Inc | 0.13% | New | 1,907 | $222K |
| Firestone Capital Management | 0.05% | New | 1,906 | $221K |
| Bahl & Gaynor LLC | 0.00% | New | 1,886 | $219K |
| Diversified Trust Co. | 0.00% | New | 1,882 | $219K |
| MAI Capital Management | 0.00% | Reduce -1.4% | 1,874 | $218K |
| Cove Private Wealth, LLC | 0.08% | New | 1,866 | $217K |
| Frederick Financial Consultants, LLC | 0.13% | New | 1,864 | $217K |
| Richmond Investment Services, LLC | 0.05% | New | 1,851 | $215K |
| Rossby Financial, LCC | 0.08% | Reduce -10.8% | 1,830 | $213K |
| Black Diamond Financial, LLC | 0.03% | New | 1,826 | $212K |
| Creative Capital Management Investments LLC | 0.08% | No change | 1,819 | $211K |
| JSF Financial, LLC | 0.05% | Reduce -55.6% | 1,812 | $210K |
| Snider Financial Group | 0.06% | New | 1,809 | $210K |
| Essex Bank | 0.05% | New | 1,809 | $210K |
| Ascentis Independent Advisors | 0.04% | Reduce -69.3% | 1,804 | $210K |
| Endeavor Private Wealth, Inc. | 0.10% | New | 1,786 | $207K |
| Cibc World Market Inc. | 0.00% | Reduce -16.4% | 1,785 | $207K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,780 | $207K |
| AllSquare Wealth Management LLC | 0.12% | No change | 1,767 | $205K |
| Basepoint Wealth LLC | 0.16% | New | 1,761 | $205K |
| Beacon Financial Advisory LLC | 0.05% | New | 1,757 | $204K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 1,759 | $204K |
| Smithfield Trust Co | 0.01% | No change | 1,759 | $204K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 1,754 | $204K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,743 | $202K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 1,740 | $202K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -6.4% | 1,731 | $201K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,648 | $191K |
| Matrix Private Capital Group LLC | 0.11% | Reduce -3.0% | 1,640 | $191K |
| Global Retirement Partners, LLC | 0.00% | — | 1,447 | $168K |
| Clearstead Trust, LLC | 0.03% | No change | 1,403 | $163K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,388 | $161K |
| Evergreen Private Wealth LLC | 0.07% | No change | 1,355 | $157K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,355 | $157K |
| Principal Securities, Inc. | 0.00% | Reduce -31.4% | 1,342 | $156K |
| Rise Advisors, LLC | 0.06% | Add +0.2% | 1,330 | $155K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,282 | $149K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,230 | $143K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | New | 1,151 | $140K |
| Caldwell Trust Co | 0.01% | No change | 1,200 | $139K |
| TD Capital Management LLC | 0.01% | Add +0.3% | 1,178 | $137K |
| Hollencrest Capital Management | 0.01% | Add +427.5% | 1,171 | $136K |
| Princeton Global Asset Management LLC | 0.02% | Add +13.8% | 1,170 | $136K |
| Ancora Advisors LLC | 0.00% | No change | 1,150 | $134K |
| Bessemer Group Inc. | 0.00% | No change | 1,130 | $131K |
| Financial Perspectives, Inc | 0.04% | Add +0.2% | 1,080 | $125K |
| PrairieView Partners, LLC | 0.01% | No change | 1,034 | $120K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -2.3% | 1,002 | $116K |
| McIlrath & Eck, LLC | 0.01% | Reduce -17.4% | 989 | $115K |
| Pittenger & Anderson Inc. | 0.00% | No change | 985 | $114K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +120.2% | 960 | $112K |
| Bristlecone Advisors, LLC | 0.01% | No change | 855 | $99K |
| Adirondack Trust Co. | 0.03% | No change | 799 | $93K |
| Atlantic Union Bankshares Corp | 0.00% | New | 700 | $81K |
| Clearstead Advisors, LLC | 0.00% | No change | 629 | $73K |
| Private Trust Co. NA | 0.01% | Reduce -15.2% | 606 | $70K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | — | 646 | $66K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.2% | 543 | $63K |
| Parallel Advisors, LLC | 0.00% | No change | 514 | $60K |
| Bank of New Hampshire | 0.01% | No change | 510 | $59K |
| IFP Advisors, Inc | 0.00% | Reduce -59.7% | 510 | $59K |
| Colonial Trust Advisors | 0.00% | No change | 500 | $58K |
| Salomon & Ludwin, LLC | 0.01% | No change | 474 | $55K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -0.2% | 462 | $54K |
| Ameriflex Group, Inc. | 0.03% | Reduce -10.4% | 467 | $54K |
| Larson Financial Group LLC | 0.00% | Add +53.5% | 422 | $49K |
| Asset Dedication, LLC | 0.00% | Reduce -61.6% | 417 | $48K |
| Hantz Financial Services, Inc. | 0.00% | New | 416 | $48K |
| Legacies Wealth LLC | 0.03% | No change | 401 | $47K |
| Evolution Wealth Management Inc. | 0.05% | — | 375 | $44K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 358 | $42K |
| Eastern Bank | 0.00% | No change | 356 | $41K |
| WealthTrak Capital Management LLC | 0.03% | No change | 326 | $38K |
| Transce3nd, LLC | 0.01% | Reduce -24.6% | 304 | $35K |
| Archer Investment Corp | 0.01% | No change | 304 | $35K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 296 | $34K |
| Brooklyn Investment Group | 0.00% | Add +284.2% | 292 | $34K |
| Millstone Evans Group, LLC | 0.02% | New | 220 | $26K |
| Kilter Group LLC | 0.01% | New | 214 | $25K |
| Copia Wealth Management | 0.02% | No change | 210 | $24K |
| Kennebec Savings Bank | 0.02% | Add +17.4% | 189 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -0.6% | 181 | $21K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $21K |
| Hanson & Doremus Investment Management | 0.00% | No change | 171 | $20K |
| CENTRAL TRUST Co | 0.00% | Reduce -39.4% | 166 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 158 | $18K |
| Signaturefd, LLC | 0.00% | No change | 152 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $17K |
| Ballast Advisors LLC | 0.00% | No change | 137 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -51.1% | 131 | $16K |
| Evermay Wealth Management LLC | 0.00% | No change | 130 | $15K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 125 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 96 | $11K |
| Founders Capital Management | 0.01% | No change | 89 | $10K |
| Glenmede Investment Management, LP | 0.00% | — | 75 | $9K |
| 1 North Wealth Services LLC | 0.00% | No change | 55 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 45 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.5% | 31 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 20 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -67.3% | 16 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 9 | $1K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 2 | $186 |
"% 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.