iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q3 2025 (September 30)561holders
30new positions
21sold out
2famous investors
$126.03avg. 13F price*
At the end of Q3 2025, 561 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, unchanged from Q2 2025. 30 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($479.4M), Envestnet Asset Management Inc. ($242.5M) and Bank of America Corp. ($173.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $10.9M |
| Exits | 21 | $20.4M |
All 13F filers, Q2 2025 → Q3 2025: 576,103 shares bought and 1,135,042 shares sold, net −558,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Morgan Stanley | 0.03% | Reduce -0.7% | 3,806,077 | $479.4M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.0% | 1,925,456 | $242.5M |
| Bank of America Corp. | 0.01% | Reduce -4.7% | 1,373,759 | $173.0M |
| JPMorgan Chase & Co. | 0.01% | Add +3.8% | 1,241,260 | $156.3M |
| LPL Financial LLC | 0.04% | Add +4.4% | 1,213,685 | $152.9M |
| Bank of New York Mellon Corp | 0.03% | Add +1.8% | 1,169,621 | $147.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.6% | 888,927 | $112.0M |
| UBS Group AG | 0.01% | Reduce -4.1% | 431,551 | $54.4M |
| IMA Advisory Services, Inc. | 5.30% | Add +4.4% | 419,800 | $52.6M |
| Betterment LLC | 0.10% | Reduce -3.7% | 382,197 | $48.1M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -6.5% | 368,274 | $46.4M |
| Mariner, LLC | 0.06% | Reduce -1.2% | 340,240 | $42.9M |
| US Bancorp \de | 0.05% | Reduce -6.5% | 320,642 | $40.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +28.0% | 287,057 | $36.2M |
| Sei Investments Co. | 0.04% | Reduce -1.7% | 285,785 | $36.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 221,043 | $27.8M |
| Cetera Investment Advisers | 0.03% | Add +21.0% | 215,209 | $27.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.9% | 203,340 | $25.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.5% | 202,387 | $25.5M |
| Truist Financial Corp. | 0.03% | Add +3.3% | 192,740 | $24.3M |
| Raymond James Financial Inc. | 0.01% | Add +6.9% | 183,642 | $23.1M |
| Creative Planning | 0.02% | Reduce -0.5% | 181,872 | $22.9M |
| Park Avenue Securities LLC | 0.17% | Add +1.8% | 174,555 | $22.0M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 169,821 | $21.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.2% | 166,824 | $20.8M |
| Captrust Financial Advisors | 0.04% | Reduce -1.9% | 148,974 | $18.8M |
| Fiduciary Trust Co | 0.20% | Reduce -0.8% | 139,847 | $17.6M |
| Gemmer Asset Management LLC | 1.41% | Add +6.7% | 139,090 | $17.5M |
| Manchester Capital Management LLC | 2.31% | Reduce -6.3% | 134,953 | $17.0M |
| Cerity Partners LLC | 0.03% | Reduce -55.0% | 123,516 | $15.6M |
| Focus Partners Wealth | 0.02% | Add +25.5% | 102,267 | $13.0M |
| MML Investors Services, LLC | 0.03% | Reduce -11.8% | 100,090 | $12.6M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +11.9% | 98,937 | $12.5M |
| Private Advisor Group, LLC | 0.06% | Reduce -20.6% | 94,947 | $12.0M |
| PFG Investments, LLC | 0.62% | Add +0.1% | 94,410 | $11.9M |
| Francis Financial, Inc. | 2.11% | Reduce -4.4% | 93,843 | $11.8M |
| Advisory Services Network, LLC | 0.16% | Reduce -0.7% | 87,309 | $11.0M |
| Composition Wealth, LLC | 0.15% | Reduce -1.6% | 79,945 | $10.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +80.5% | 79,771 | $10.0M |
| Mascoma Wealth Management LLC | 2.17% | Reduce -2.1% | 78,347 | $9.9M |
| Trillium Asset Management, LLC | 0.26% | Add +7.6% | 78,173 | $9.8M |
| National Philanthropic Trust | 0.11% | Reduce -55.5% | 76,511 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Add +1.0% | 73,073 | $9.2M |
| Fifth Third Wealth Advisors LLC | 0.34% | Add +8.5% | 72,741 | $9.2M |
| Cwm, LLC | 0.03% | Reduce -4.3% | 72,565 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.4% | 70,164 | $8.8M |
| SCS Capital Management LLC | 0.09% | No change | 69,138 | $8.7M |
| Dunhill Financial, LLC | 2.76% | Reduce -27.2% | 65,344 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +22.8% | 64,547 | $8.1M |
| Comerica Bank | 0.03% | Reduce -0.9% | 64,157 | $8.1M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -12.6% | 62,212 | $7.8M |
| Bank of Montreal | 0.00% | Add +3.3% | 60,972 | $7.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -38.8% | 60,513 | $7.6M |
| Strategic Point Investment Advisors, LLC | 1.08% | Add +0.4% | 59,676 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -0.1% | 59,665 | $7.5M |
| Brio Consultants, LLC | 1.01% | Add +2.9% | 58,446 | $7.4M |
| Choreo, LLC | 0.09% | Reduce -1.4% | 57,851 | $7.3M |
| Johnson Financial Group, Inc. | 0.26% | Reduce -8.1% | 54,328 | $6.8M |
| Headinvest, LLC | 1.39% | Add +1.9% | 53,277 | $6.7M |
| Perigon Wealth Management, LLC | 0.13% | Add +6.1% | 51,029 | $6.4M |
| St Germain D J Co. Inc. | 0.25% | Add +1.8% | 50,445 | $6.4M |
| Erste Asset Management GmbH | 0.06% | Reduce -4.5% | 49,841 | $6.3M |
| Allianz SE | 0.13% | Add +9.3% | 49,498 | $6.2M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -5.0% | 48,615 | $6.1M |
| Assetmark, Inc. | 0.01% | Add +3.3% | 48,554 | $6.1M |
| NorthCoast Asset Management LLC | 0.02% | Add +5.5% | 47,242 | $6.0M |
| Stifel Financial Corp. | 0.01% | Reduce -6.8% | 44,464 | $5.6M |
| Gilbert Capital Group, Inc. | 4.23% | Reduce -2.6% | 43,402 | $5.5M |
| BBR Partners, LLC | 0.31% | Reduce -3.7% | 42,692 | $5.4M |
| First Affirmative Financial Network | 2.53% | Reduce -0.5% | 42,625 | $5.4M |
| One Wealth Advisors, LLC | 0.67% | Reduce -0.8% | 42,620 | $5.4M |
| Litman Gregory Wealth Management LLC | 0.39% | Reduce -1.5% | 41,568 | $5.2M |
| Gradient Investments LLC | 0.09% | Reduce -1.5% | 41,310 | $5.2M |
| SageView Advisory Group, LLC | 0.18% | Reduce -0.9% | 40,689 | $5.1M |
| Moment Partners, LLC | 0.83% | Reduce -2.1% | 37,363 | $4.7M |
| Columbia Bank | 1.29% | Reduce -4.3% | 36,631 | $4.6M |
| Neumann Capital Management, LLC | 1.34% | Add +0.9% | 36,468 | $4.6M |
| Cranbrook Wealth Management, LLC | 0.91% | Reduce -2.1% | 36,042 | $4.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +4.6% | 35,357 | $4.5M |
| Diversified Enterprises, LLC | 0.30% | Add +2.5% | 35,207 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 35,007 | $4.4M |
| Laurel Wealth Planning LLC | 2.30% | Reduce -5.0% | 34,596 | $4.4M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.1% | 34,535 | $4.3M |
| &partners | 0.03% | Add +8.4% | 34,389 | $4.3M |
| McClarren Financial Advisors, Inc. | 2.61% | Reduce -36.4% | 21,502 | $4.3M |
| Childress Capital Advisors, LLC | 0.75% | No change | 32,425 | $4.1M |
| Wealthfront Advisers LLC | 0.01% | Add +55.8% | 31,817 | $4.0M |
| Bailard, Inc. | 0.08% | Add +0.2% | 30,751 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +6.7% | 30,703 | $3.9M |
| Horst & Graben Wealth Management LLC | 0.57% | Add +0.3% | 29,871 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.7% | 28,803 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.5% | 28,721 | $3.6M |
| Lido Advisors, LLC | 0.01% | Reduce -1.0% | 28,707 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +11.8% | 28,472 | $3.6M |
| Institute for Wealth Management, LLC. | 0.37% | Reduce -0.7% | 28,445 | $3.6M |
| Forbes J M & Co. LLP | 0.29% | Add +4.4% | 28,115 | $3.5M |
| Sofi Wealth, LLC | 0.19% | Add +38.9% | 27,616 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.6% | 26,872 | $3.4M |
| Pennsylvania Capital Management Inc. | 0.97% | Add +0.4% | 26,352 | $3.3M |
| Accredited Investors Inc. | 0.18% | Reduce -5.7% | 26,269 | $3.3M |
| Franklin Resources Inc. | 0.00% | No change | 25,814 | $3.3M |
| GeoWealth Management, LLC | 0.12% | Add +8.4% | 25,810 | $3.3M |
| Wealthcare Capital Management LLC | 0.33% | Reduce -0.7% | 25,801 | $3.2M |
| Allworth Financial LP | 0.01% | Add +3.1% | 25,502 | $3.2M |
| Topel & Distasi Wealth Management, LLC | 1.58% | Reduce -1.6% | 25,447 | $3.2M |
| Bangor Savings Bank | 0.27% | Reduce -1.4% | 25,334 | $3.2M |
| Gibson Capital, LLC | 0.58% | No change | 25,124 | $3.2M |
| Impact Investors, Inc | 2.05% | Reduce -3.0% | 24,756 | $3.1M |
| Creekside Partners | 1.37% | Add +0.1% | 24,731 | $3.1M |
| Sharkey, Howes & Javer | 0.40% | Add +0.2% | 24,602 | $3.1M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -2.4% | 22,912 | $3.0M |
| Stanich Group LLC | 1.79% | Reduce -0.3% | 23,267 | $2.9M |
| Sapient Capital LLC | 0.05% | No change | 23,380 | $2.9M |
| Eley Financial Management, Inc | 1.05% | Add +2.2% | 23,078 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.7% | 22,811 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -0.5% | 22,582 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.8% | 22,550 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -17.0% | 22,175 | $2.8M |
| Altfest L J & Co. Inc. | 0.31% | Reduce -0.6% | 21,921 | $2.8M |
| Evergreen Capital Management LLC | 0.07% | Reduce -0.2% | 21,874 | $2.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.33% | No change | 21,863 | $2.8M |
| Keybank National Association | 0.01% | Reduce -18.8% | 21,586 | $2.7M |
| Conscious Wealth Investments, LLC | 1.61% | Add +1.7% | 20,930 | $2.7M |
| Modern Wealth Management, LLC | 0.05% | No change | 20,960 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -25.0% | 20,912 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.14% | Reduce -0.4% | 20,364 | $2.6M |
| Arlington Financial Advisors, LLC | 0.37% | Reduce -0.1% | 20,095 | $2.5M |
| BigSur Wealth Management LLC | 0.62% | No change | 20,000 | $2.5M |
| Allodium Investment Consultants, LLC | 1.42% | Reduce -3.3% | 19,950 | $2.5M |
| Vicus Capital | 0.19% | Add +8.7% | 19,680 | $2.5M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -0.9% | 19,782 | $2.5M |
| Shepherd Financial Partners LLC | 0.24% | Reduce -5.8% | 19,665 | $2.5M |
| Hilltop Holdings Inc. | 0.13% | Reduce -2.0% | 19,595 | $2.5M |
| HB Wealth Management, LLC | 0.02% | No change | 19,226 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.57% | Add +1.5% | 19,168 | $2.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.81% | Reduce -4.7% | 19,065 | $2.4M |
| Boston Trust Walden Corp | 0.02% | No change | 19,003 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -2.2% | 18,986 | $2.4M |
| FMR LLC | 0.00% | Add +2.6% | 18,759 | $2.4M |
| Pitcairn Co. | 0.18% | Add +33.4% | 18,222 | $2.3M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -19.1% | 18,042 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | No change | 18,039 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +12.0% | 17,963 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +102.5% | 17,242 | $2.2M |
| Revolve Wealth Partners, LLC | 0.26% | Reduce -2.4% | 17,459 | $2.2M |
| Waverly Advisors, LLC | 0.02% | No change | 16,852 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Add +7.1% | 16,654 | $2.1M |
| NewEdge Wealth, LLC | 0.03% | Add +0.0% | 16,298 | $2.1M |
| Charter Oak Capital Management, LLC | 0.16% | Reduce -0.6% | 16,362 | $2.1M |
| PFG Advisors | 0.08% | New | 16,214 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -0.1% | 15,738 | $2.0M |
| Financial Insights, Inc. | 0.64% | Reduce -12.3% | 15,290 | $1.9M |
| Investors Research Corp | 0.35% | Reduce -0.2% | 15,135 | $1.9M |
| Tempus Wealth Planning, LLC | 0.43% | Reduce -10.1% | 14,974 | $1.9M |
| MainStreet Investment Advisors LLC | 0.25% | Add +1.3% | 14,609 | $1.8M |
| Spire Wealth Management | 0.06% | Add +1.4% | 14,580 | $1.8M |
| Davis Wealth Advisors, LLC | 1.64% | Reduce -3.6% | 14,514 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -4.8% | 14,307 | $1.8M |
| Baker Avenue Asset Management, LP | 0.04% | Add +3.8% | 14,228 | $1.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +11.1% | 14,136 | $1.8M |
| Whittier Trust Co. | 0.02% | No change | 13,940 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.5% | 13,974 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.6% | 13,760 | $1.7M |
| CX Institutional | 0.05% | Reduce -5.0% | 13,722 | $1.7M |
| Aspiriant, LLC | 0.05% | No change | 13,494 | $1.7M |
| Sax Wealth Advisors, LLC | 0.09% | Add +4.0% | 13,206 | $1.7M |
| National Bank of Canada | 0.00% | Reduce -6.4% | 13,202 | $1.7M |
| Austin Private Wealth, LLC | 0.13% | Add +8.4% | 13,132 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.25% | Add +0.0% | 12,791 | $1.6M |
| Sage Financial Group Inc. | 0.11% | Add +0.0% | 12,732 | $1.6M |
| SOA Wealth Advisors, LLC. | 0.26% | Add +0.0% | 12,644 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +7.0% | 12,433 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.11% | Reduce -0.0% | 12,173 | $1.5M |
| Potentia Wealth | 0.58% | No change | 12,068 | $1.5M |
| Continuum Advisory, LLC | 0.16% | Reduce -1.1% | 11,916 | $1.5M |
| Mgo One Seven LLC | 0.03% | Reduce -4.7% | 11,855 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.6% | 11,717 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Add +12.6% | 11,404 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11,370 | $1.4M |
| Boston Standard Wealth Management, LLC | 0.24% | Add +0.2% | 11,230 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -9.1% | 11,102 | $1.4M |
| Bensler, LLC | 0.14% | Reduce -0.7% | 10,956 | $1.4M |
| Wealth Management Partners, LLC | 0.43% | Reduce -0.0% | 10,868 | $1.4M |
| RFG Advisory, LLC | 0.03% | Reduce -3.3% | 10,826 | $1.4M |
| MA Private Wealth | 0.23% | Reduce -4.6% | 10,822 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -5.2% | 10,652 | $1.3M |
| Regal Investment Advisors LLC | 0.09% | Reduce -1.5% | 10,660 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +4.5% | 10,608 | $1.3M |
| One Capital Management, LLC | 0.04% | Reduce -19.3% | 10,532 | $1.3M |
| Great Diamond Partners, LLC | 0.26% | Add +2.9% | 10,510 | $1.3M |
| Citigroup Inc. | 0.00% | Add +89.6% | 10,485 | $1.3M |
| QRG Capital Management, Inc. | 0.02% | Reduce -7.5% | 10,416 | $1.3M |
| Renaissance Technologies | 0.00% | Add +188.6% | 10,100 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +10.3% | 9,878 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +58.5% | 9,866 | $1.2M |
| Main Street Group, LTD | 0.40% | Reduce -3.6% | 9,852 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.37% | Reduce -3.3% | 9,812 | $1.2M |
| Fsa Wealth Partners, Inc. | 0.48% | Add +241.4% | 9,804 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.7% | 9,785 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.9% | 9,593 | $1.2M |
| HRT Financial LP | 0.00% | Add +233.3% | 9,509 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +0.7% | 9,345 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +8.2% | 9,165 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +36.8% | 8,857 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -1.0% | 8,738 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -2.1% | 8,655 | $1.1M |
| Hershey Financial Advisers, LLC | 0.93% | New | 8,650 | $1.1M |
| Consolidated Portfolio Review Corp | 0.14% | Reduce -0.8% | 8,572 | $1.1M |
| Romano Brothers and Company | 0.12% | No change | 8,580 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.4% | 8,560 | $1.1M |
| Maia Wealth LLC | 0.18% | Add +3.2% | 8,149 | $1.1M |
| Long Run Wealth Advisors, LLC | 0.20% | Reduce -6.0% | 8,275 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.3% | 8,221 | $1.0M |
| WoodTrust Financial Corp | 0.12% | New | 8,166 | $1.0M |
| Tred Avon Family Wealth, LLC | 0.34% | — | 7,949 | $1.0M |
| NorthRock Partners, LLC | 0.02% | Reduce -2.6% | 7,874 | $992K |
| Hill Island Financial LLC | 0.25% | Add +12.5% | 7,839 | $987K |
| Sovran Advisors, LLC | 0.09% | Add +54.5% | 7,561 | $981K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 7,735 | $974K |
| Rogco, LP | 0.34% | No change | 7,723 | $973K |
| Decker Retirement Planning Inc. | 0.53% | Reduce -5.2% | 7,721 | $972K |
| Mather Group, Llc. | 0.01% | Reduce -1.0% | 7,695 | $969K |
| Wealth Alliance, LLC | 0.10% | Reduce -1.8% | 7,675 | $967K |
| Cobblestone Capital Advisors LLC | 0.05% | No change | 7,640 | $962K |
| Atria Investments, Inc | 0.01% | Add +13.7% | 7,534 | $949K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.0% | 7,525 | $948K |
| Vontobel Holding Ltd. | 0.00% | Reduce -6.9% | 7,478 | $942K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +12.1% | 7,439 | $937K |
| First Horizon Corp. | 0.04% | — | 7,419 | $934K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -7.9% | 7,407 | $933K |
| Harfst & Associates, Inc. | 0.17% | No change | 7,395 | $931K |
| Acropolis Investment Management, LLC | 0.05% | No change | 8,018 | $931K |
| Willow Creek Wealth Management Inc. | 0.08% | No change | 7,361 | $927K |
| VERITY Wealth Advisors | 0.58% | No change | 7,299 | $919K |
| One Wealth Capital Management, LLC | 0.41% | Reduce -2.1% | 7,203 | $907K |
| BIP Wealth, LLC | 0.04% | No change | 7,065 | $890K |
| Destination Wealth Management | 0.02% | Reduce -27.6% | 6,975 | $879K |
| Hills Bank & Trust Co | 0.05% | Reduce -3.3% | 6,938 | $874K |
| Principle Wealth Partners LLC | 0.05% | No change | 6,887 | $867K |
| Savvy Advisors, Inc. | 0.04% | Reduce -0.9% | 6,790 | $855K |
| First Pacific Financial | 0.12% | Reduce -13.4% | 6,738 | $849K |
| Gould Asset Management LLC | 0.16% | Add +29.4% | 6,707 | $845K |
| Keystone Financial Services | 0.26% | Add +1.5% | 6,620 | $834K |
| Halter Ferguson Financial Inc. | 0.20% | Reduce -8.3% | 6,555 | $826K |
| Brookstone Capital Management | 0.01% | Add +7.5% | 6,519 | $821K |
| Sigma Planning Corp | 0.02% | Reduce -30.6% | 6,479 | $816K |
| Peak Financial Management, Inc. | 0.21% | Add +3.0% | 6,315 | $795K |
| Kathmere Capital Management, LLC | 0.06% | Reduce -1.6% | 6,211 | $782K |
| Midwest Trust Co | 0.01% | Reduce -3.6% | 6,211 | $782K |
| Meridian Wealth Management, LLC | 0.03% | Add +2.6% | 6,194 | $780K |
| Brooklyn FI, LLC | 0.17% | No change | 6,168 | $777K |
| LifePlan Investment Advisors, Inc. | 0.32% | Reduce -2.8% | 6,084 | $766K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 6,075 | $765K |
| Rollins Financial Advisors, LLC | 0.12% | No change | 6,035 | $760K |
| Fortis Capital Management LLC | 0.11% | Add +0.2% | 6,002 | $756K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -0.9% | 5,962 | $751K |
| Frisch Financial Group, Inc. | 0.17% | Add +0.2% | 5,874 | $740K |
| Ulland Investment Advisors, LLC | 0.56% | Reduce -2.7% | 5,850 | $737K |
| Montecito Bank & Trust | 0.11% | — | 5,798 | $730K |
| Theory Financial LLC | 0.26% | Reduce -2.9% | 5,739 | $729K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 5,763 | $726K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -4.8% | 5,701 | $718K |
| Harbor Asset Planning, Inc. | 0.64% | Reduce -5.5% | 5,648 | $711K |
| BlackRock, Inc. | 0.00% | Reduce -0.3% | 5,641 | $710K |
| Carret Asset Management, LLC | 0.07% | No change | 5,600 | $705K |
| Oregon Pacific Wealth Management, LLC | 0.60% | Reduce -3.7% | 5,507 | $694K |
| AlphaCore Capital LLC | 0.02% | Add +0.0% | 5,471 | $689K |
| WNY Asset Management, LLC | 0.07% | Add +1.6% | 5,463 | $688K |
| Bigelow Investment Advisors, LLC | 0.28% | Reduce -12.0% | 5,435 | $685K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.4% | 5,390 | $679K |
| WealthShield Partners, LLC | 0.08% | Reduce -0.7% | 5,384 | $678K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -0.8% | 5,349 | $674K |
| Members Trust Co | 0.02% | No change | 5,349 | $674K |
| Kesler, Norman & Wride, LLC | 0.13% | No change | 6,098 | $672K |
| Finley Financial, LLC | 0.31% | No change | 5,290 | $666K |
| AdvisorNet Financial, Inc | 0.04% | Add +0.1% | 5,142 | $648K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.0% | 5,114 | $644K |
| Magnus Financial Group LLC | 0.05% | Add +5.6% | 5,076 | $639K |
| Northstar Asset Management Inc. | 0.16% | New | 4,997 | $629K |
| Lifelong Wealth Advisors, Inc. | 0.19% | Reduce -2.6% | 4,969 | $626K |
| Altus Wealth Group LLC | 0.25% | No change | 4,895 | $617K |
| SK Wealth Management, LLC | 0.23% | Add +12.3% | 4,794 | $608K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -1.6% | 4,798 | $604K |
| NBT Bank, N.A. | 0.04% | Reduce -79.9% | 961 | $601K |
| Ellevest, Inc. | 0.08% | No change | 4,713 | $594K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.0% | 4,669 | $588K |
| S.A. Mason LLC | 0.26% | Add +0.0% | 4,652 | $586K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -3.9% | 4,626 | $583K |
| Eq LLC | 0.20% | Add +0.1% | 4,619 | $582K |
| Copperleaf Capital, LLC | 0.28% | Reduce -11.7% | 4,615 | $581K |
| Flputnam Investment Management Co. | 0.01% | Add +1.1% | 4,600 | $579K |
| West Financial Advisors, LLC | 0.10% | Reduce -8.0% | 4,572 | $576K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.3% | 4,538 | $575K |
| Deutsche Bank AG | 0.00% | No change | 4,550 | $573K |
| Western Wealth Management, LLC | 0.03% | Reduce -13.8% | 4,537 | $571K |
| Gateway Wealth Partners, LLC | 0.08% | Add +73.2% | 4,488 | $565K |
| LongView Asset Management LLC | 0.39% | Reduce -35.6% | 4,477 | $564K |
| CoreCap Advisors, LLC | 0.02% | No change | 4,473 | $563K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,464 | $562K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -2.7% | 4,462 | $562K |
| Buttonwood Financial Group, LLC | 0.24% | Add +0.7% | 4,425 | $560K |
| Old National Bancorp | 0.01% | Reduce -1.0% | 4,432 | $558K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +13.1% | 4,417 | $556K |
| Prism Advisors, Inc. | 0.15% | Add +2.9% | 4,397 | $554K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 4,392 | $553K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,372 | $551K |
| Mission Creek Capital Partners, Inc. | 0.11% | No change | 4,353 | $548K |
| LWM Advisors Inc. | 0.49% | Reduce -1.6% | 4,352 | $548K |
| Parsons Capital Management Inc. | 0.03% | Reduce -10.3% | 4,327 | $545K |
| Jane Street Group, LLC | 0.00% | Reduce -27.0% | 4,308 | $543K |
| RCS Financial Planning, LLC | 0.24% | New | 4,286 | $540K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.6% | 4,277 | $539K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -3.1% | 4,265 | $537K |
| Quantinno Capital Management LP | 0.00% | Reduce -15.0% | 4,251 | $535K |
| Compound Planning, Inc. | 0.02% | Reduce -0.0% | 4,218 | $531K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -22.9% | 4,082 | $531K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,216 | $531K |
| HM Payson & Co. | 0.01% | Add +0.3% | 4,211 | $530K |
| Wesbanco Bank Inc. | 0.01% | Add +16.4% | 4,191 | $528K |
| Hilltop Partners LLC | 0.16% | Reduce -6.8% | 4,179 | $526K |
| SVB Wealth LLC | 0.03% | Reduce -35.6% | 4,176 | $526K |
| Ascent Group, LLC | 0.02% | Reduce -3.8% | 4,147 | $522K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -3.0% | 4,113 | $518K |
| Coordinated Financial Services, Inc. | 0.33% | Add +1.0% | 3,994 | $503K |
| Addison Advisors LLC | 0.12% | Reduce -3.0% | 3,953 | $498K |
| Hengehold Capital Management LLC | 0.04% | No change | 3,887 | $490K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +2.1% | 3,879 | $489K |
| Concord Wealth Partners | 0.07% | Reduce -13.0% | 3,877 | $488K |
| Wealthgarden F.S. LLC | 0.35% | Reduce -1.3% | 3,840 | $487K |
| Rossmore Private Capital | 0.05% | No change | 3,867 | $487K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -77.9% | 3,811 | $480K |
| Strategic Blueprint, LLC | 0.02% | Reduce -7.9% | 3,801 | $479K |
| Argent Trust Co | 0.02% | Reduce -9.9% | 3,767 | $474K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -1.3% | 3,765 | $474K |
| West Wealth Group, LLC | 0.11% | Add +0.2% | 3,765 | $473K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 3,754 | $473K |
| TrinityBridge Ltd | 0.01% | No change | 3,715 | $468K |
| Tennessee Valley Asset Management Partners | 0.06% | New | 3,715 | $468K |
| Trust Co. of Vermont | 0.02% | Reduce -0.6% | 3,687 | $464K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -0.2% | 3,677 | $463K |
| MBE Wealth Management, LLC | 0.20% | Reduce -13.2% | 3,642 | $459K |
| Rockingstone Advisors LLC | 0.23% | Reduce -1.8% | 3,631 | $457K |
| Ledyard National Bank | 0.04% | New | 3,624 | $456K |
| Capital Analysts, LLC | 0.01% | Add +10.3% | 3,619 | $456K |
| W.H. Cornerstone Investments Inc. | 0.27% | Reduce -1.1% | 3,574 | $450K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.3% | 3,568 | $449K |
| Hoxton Planning & Management, LLC | 0.14% | Add +4.9% | 3,527 | $444K |
| Mission Wealth Management, LP | 0.01% | New | 3,525 | $444K |
| Arkadios Wealth Advisors | 0.01% | Reduce -24.9% | 3,512 | $442K |
| Verus Capital Partners, LLC | 0.03% | Add +4.8% | 3,483 | $439K |
| Spectrum Planning & Advisory Services Inc. | 0.25% | Reduce -0.2% | 3,466 | $437K |
| Essential Planning, LLC. | 0.15% | Reduce -3.1% | 3,426 | $431K |
| KFA Private Wealth Group, LLC | 0.12% | Reduce -6.0% | 3,410 | $430K |
| Arete Wealth Advisors, LLC | 0.03% | Add +2.6% | 3,390 | $427K |
| Blume Capital Management, Inc. | 0.08% | No change | 3,350 | $422K |
| TruNorth Capital Management, LLC | 0.08% | No change | 3,349 | $422K |
| Capital Asset Advisory Services LLC | 0.02% | Add +8.7% | 3,338 | $420K |
| Axxcess Wealth Management, LLC | 0.01% | Add +8.7% | 3,338 | $420K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.6% | 3,332 | $420K |
| WBH Advisory Inc. | 0.03% | Reduce -1.6% | 3,305 | $416K |
| Hilltop Wealth Advisors, LLC | 0.21% | No change | 3,268 | $412K |
| Landaas & Co. /Wi | 0.09% | Add +4.2% | 3,257 | $410K |
| Sovereign Financial Group, Inc. | 0.08% | Add +3.2% | 3,255 | $410K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | Reduce -1.4% | 3,246 | $409K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 3,233 | $407K |
| First Foundation Advisors | 0.02% | No change | 3,233 | $407K |
| YANKCOM Partnership | 0.18% | No change | 3,203 | $403K |
| Two Sigma Securities, LLC | 0.06% | New | 3,194 | $402K |
| Oxler Private Wealth LLC | 0.12% | Add +0.3% | 3,188 | $401K |
| Beacon Financial Group | 0.04% | Reduce -0.0% | 3,187 | $401K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -13.0% | 3,161 | $398K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -22.3% | 3,089 | $389K |
| MRA Advisory Group | 0.17% | Add +7.0% | 3,074 | $387K |
| Milestone Investment Advisors LLC | 0.10% | Reduce -0.1% | 3,049 | $384K |
| GenTrust, LLC | 0.02% | No change | 3,037 | $383K |
| Sage Financial Management Group, Inc. | 0.12% | No change | 3,029 | $382K |
| Blue Zone Wealth Advisors, LLC | 0.08% | No change | 3,026 | $381K |
| KBC Group NV | 0.00% | Reduce -41.1% | 3,026 | $381K |
| Gen-Wealth Partners Inc | 0.13% | Add +2.2% | 3,022 | $381K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -15.3% | 3,005 | $379K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 3,000 | $378K |
| Goldstein Advisors, LLC | 0.05% | Reduce -2.3% | 2,982 | $376K |
| Burns J W & Co. Inc. | 0.04% | No change | 2,900 | $365K |
| Bradley & Co. Private Wealth Management, LLC | 0.20% | Reduce -0.3% | 2,871 | $362K |
| JB Capital LLC | 0.02% | Reduce -2.4% | 2,864 | $361K |
| Sage Capital Management, LLC | 0.16% | No change | 2,835 | $357K |
| Trilogy Capital Inc. | 0.02% | Reduce -7.7% | 2,810 | $354K |
| Wilson & Boucher Capital Management, LLC | 0.23% | No change | 2,800 | $353K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.6% | 2,802 | $353K |
| Arbor Investment Advisors, LLC | 0.04% | Add +0.0% | 2,777 | $350K |
| Trivium Point Advisory, LLC | 0.04% | Add +0.0% | 2,772 | $349K |
| Concord Asset Management, LLC | 0.06% | Reduce -38.0% | 2,762 | $348K |
| Fielder Capital Group LLC | 0.08% | Reduce -18.0% | 2,759 | $347K |
| JNBA Financial Advisors | 0.03% | Add +3.1% | 2,748 | $346K |
| Centurion Wealth Management LLC | 0.08% | Add +0.2% | 2,741 | $345K |
| Colorado Capital Management, Inc. | 0.13% | No change | 2,707 | $341K |
| Ritholtz Wealth Management | 0.01% | New | 2,703 | $340K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,694 | $339K |
| Wedbush Securities Inc. | 0.01% | No change | 2,660 | $335K |
| Cypress Wealth Services, LLC | 0.05% | Add +2.3% | 2,637 | $332K |
| Keel Point, LLC | 0.02% | No change | 2,564 | $323K |
| Myecfo, LLC | 0.15% | No change | 2,560 | $322K |
| Erickson Financial Group, LLC | 0.20% | Add +1.9% | 2,534 | $319K |
| Somerset Group LLC | 0.25% | Add +0.5% | 2,532 | $319K |
| Richmond Investment Services, LLC | 0.06% | Add +35.9% | 2,515 | $317K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Add +7.8% | 2,514 | $317K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | No change | 2,500 | $315K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,500 | $315K |
| DDFG, Inc | 0.07% | New | 2,488 | $313K |
| Smartleaf Asset Management LLC | 0.02% | No change | 2,411 | $302K |
| Kestra Investment Management, LLC | 0.01% | Add +17.6% | 2,364 | $298K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.0% | 2,348 | $296K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.2% | 2,330 | $293K |
| Pinnacle Associates Ltd. | 0.00% | Add +1.0% | 2,302 | $290K |
| Brown Financial Advisors | 0.11% | No change | 2,300 | $290K |
| Braun-Bostich & Associates Inc. | 0.18% | Reduce -3.1% | 2,263 | $285K |
| New Covenant Trust Company, N.A. | 0.26% | No change | 2,256 | $284K |
| AE Wealth Management LLC | 0.00% | Reduce -6.9% | 2,254 | $284K |
| M&T Bank Corp | 0.00% | No change | 2,232 | $281K |
| Weaver Consulting Group | 0.07% | No change | 2,220 | $280K |
| CRA Financial Services, LLC | 0.04% | Reduce -3.6% | 2,193 | $276K |
| Capital Advantage, Inc. | 0.04% | Add +5.0% | 2,184 | $275K |
| Well Done, LLC | 0.05% | Reduce -1.1% | 2,173 | $274K |
| Prentiss Smith & Co. Inc. | 0.15% | No change | 2,168 | $273K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +22.4% | 2,133 | $269K |
| Figure 8 Investment Strategies LLC | 0.24% | No change | 2,126 | $268K |
| Howe & Rusling Inc. | 0.02% | Add +0.3% | 2,108 | $265K |
| First Trust Advisors LP | 0.00% | Reduce -18.0% | 2,105 | $265K |
| Old Port Advisors | 0.07% | No change | 2,103 | $265K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 2,090 | $263K |
| 4Thought Financial Group Inc. | 0.13% | Reduce -4.3% | 2,087 | $263K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.2% | 2,086 | $263K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 2,050 | $258K |
| Two West Capital Advisors LLC | 0.16% | Reduce -2.0% | 2,008 | $257K |
| Ridgecrest Wealth Partners, LLC | 0.12% | No change | 2,038 | $257K |
| Smith & Howard Wealth Management, LLC | 0.06% | No change | 2,038 | $257K |
| Curi Capital, LLC | 0.00% | Reduce -4.0% | 2,037 | $257K |
| Wrapmanager Inc. | 0.08% | Add +0.3% | 2,036 | $256K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 2,027 | $255K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 2,025 | $255K |
| Panoramic Investment Advisors, LLC | 0.14% | New | 2,016 | $254K |
| StoneX Group Inc. | 0.01% | New | 2,014 | $254K |
| Evoke Wealth, LLC | 0.01% | No change | 2,005 | $253K |
| Marco Investment Management LLC | 0.02% | No change | 2,000 | $252K |
| Banco Santander, S.A. | 0.00% | No change | 2,000 | $252K |
| Tilson Financial Group, Inc. | 0.08% | No change | 1,998 | $252K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -2.9% | 1,963 | $247K |
| Signal Advisors Wealth, LLC | 0.02% | New | 1,940 | $244K |
| Darden Wealth Group Inc | 0.13% | No change | 1,907 | $240K |
| Firestone Capital Management | 0.05% | No change | 1,906 | $240K |
| Sequent Planning LLC | 0.07% | Reduce -1.6% | 1,905 | $240K |
| MAI Capital Management | 0.00% | No change | 1,874 | $236K |
| JSF Financial, LLC | 0.05% | Add +3.4% | 1,874 | $236K |
| Cove Private Wealth, LLC | 0.08% | No change | 1,866 | $235K |
| Frederick Financial Consultants, LLC | 0.13% | No change | 1,864 | $235K |
| Savant Capital, LLC | 0.00% | New | 1,860 | $234K |
| Bahl & Gaynor LLC | 0.00% | Reduce -2.2% | 1,845 | $232K |
| Rossby Financial, LCC | 0.08% | No change | 1,830 | $232K |
| Diversified Trust Co. | 0.00% | Reduce -3.1% | 1,824 | $230K |
| Creative Capital Management Investments LLC | 0.07% | No change | 1,819 | $229K |
| Cibc World Market Inc. | 0.00% | Add +1.9% | 1,819 | $229K |
| Snider Financial Group | 0.06% | No change | 1,809 | $228K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,780 | $226K |
| Endeavor Private Wealth, Inc. | 0.07% | Add +0.5% | 1,794 | $226K |
| Olde Wealth Management, LLC | 0.07% | — | 1,750 | $225K |
| Beacon Financial Advisory LLC | 0.05% | Add +0.7% | 1,769 | $223K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -1.4% | 1,734 | $222K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +1.3% | 1,763 | $222K |
| Basepoint Wealth LLC | 0.16% | Add +0.1% | 1,762 | $222K |
| Mutual Advisors, LLC | 0.00% | Reduce -9.5% | 1,744 | $222K |
| AllSquare Wealth Management LLC | 0.11% | Reduce -2.3% | 1,727 | $218K |
| Ascentis Independent Advisors | 0.04% | Reduce -5.0% | 1,713 | $216K |
| Affinity Wealth Management LLC | 0.03% | Reduce -45.4% | 1,711 | $216K |
| Sound Stewardship, LLC | 0.10% | New | 1,710 | $215K |
| Sterling Manor Financial, LLC | 0.13% | New | 1,674 | $211K |
| 1900 Wealth Management LLC | 0.01% | New | 1,663 | $209K |
| BLVD Private Wealth, LLC | 0.18% | New | 1,657 | $209K |
| Capital Advisors Wealth Management, LLC | 0.03% | New | 1,656 | $209K |
| ProVise Management Group, LLC | 0.02% | New | 1,650 | $208K |
| Matrix Private Capital Group LLC | 0.11% | No change | 1,640 | $207K |
| Flagship Private Wealth, LLC | 0.08% | Reduce -14.5% | 1,638 | $206K |
| Cottage Street Advisors LLC | 0.09% | New | 1,632 | $206K |
| Howland Capital Management LLC | 0.01% | New | 1,630 | $205K |
| High Falls Advisors, Inc | 0.04% | New | 1,627 | $205K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -7.0% | 1,609 | $203K |
| May Hill Capital, LLC | 0.06% | Reduce -24.8% | 1,608 | $202K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.1% | 1,548 | $195K |
| Clearstead Trust, LLC | 0.03% | No change | 1,403 | $177K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,388 | $175K |
| Evergreen Private Wealth LLC | 0.07% | No change | 1,355 | $171K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,355 | $171K |
| Rise Advisors, LLC | 0.06% | Add +0.2% | 1,333 | $168K |
| Principal Securities, Inc. | 0.00% | Reduce -1.3% | 1,325 | $167K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,230 | $155K |
| Caldwell Trust Co | 0.01% | No change | 1,200 | $151K |
| TD Capital Management LLC | 0.01% | Add +0.2% | 1,180 | $149K |
| Hollencrest Capital Management | 0.01% | No change | 1,171 | $147K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,170 | $147K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.5% | 1,151 | $145K |
| Ancora Advisors LLC | 0.00% | No change | 1,150 | $145K |
| Bessemer Group Inc. | 0.00% | No change | 1,130 | $142K |
| Financial Perspectives, Inc | 0.04% | Add +0.3% | 1,083 | $136K |
| Smithfield Trust Co | 0.01% | Reduce -40.4% | 1,049 | $132K |
| Palisade Asset Management, LLC | 0.01% | New | 996 | $125K |
| Pittenger & Anderson Inc. | 0.00% | No change | 985 | $124K |
| McIlrath & Eck, LLC | 0.01% | Reduce -1.2% | 977 | $123K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 960 | $121K |
| Adirondack Trust Co. | 0.03% | No change | 799 | $101K |
| Creative Financial Designs Inc. | 0.01% | Reduce -65.5% | 795 | $100K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 700 | $88K |
| Clearstead Advisors, LLC | 0.00% | No change | 629 | $79K |
| Private Trust Co. NA | 0.01% | No change | 606 | $76K |
| Ameriflex Group, Inc. | 0.03% | Add +27.8% | 597 | $75K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.2% | 544 | $69K |
| Bank of New Hampshire | 0.01% | No change | 510 | $64K |
| Colonial Trust Advisors | 0.00% | No change | 500 | $63K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.1% | 493 | $62K |
| Salomon & Ludwin, LLC | 0.01% | No change | 474 | $60K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -0.2% | 461 | $58K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.7% | 413 | $52K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 413 | $52K |
| Qube Research & Technologies Ltd | 0.00% | Add +1222.6% | 410 | $52K |
| Legacies Wealth LLC | 0.03% | No change | 401 | $51K |
| Evolution Wealth Management Inc. | 0.05% | Add +5.3% | 395 | $50K |
| Asset Dedication, LLC | 0.00% | Reduce -7.9% | 384 | $48K |
| Quadrant Capital Group LLC | 0.00% | New | 380 | $48K |
| Larson Financial Group LLC | 0.00% | Reduce -10.7% | 377 | $48K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 358 | $45K |
| Eastern Bank | 0.00% | No change | 356 | $45K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.6% | 337 | $42K |
| Archer Investment Corp | 0.01% | No change | 304 | $38K |
| Financial Life Planners | 0.03% | New | 299 | $38K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 296 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.1% | 279 | $35K |
| Kilter Group LLC | 0.01% | Add +4.2% | 223 | $28K |
| Millstone Evans Group, LLC | 0.02% | No change | 220 | $28K |
| Copia Wealth Management | 0.02% | No change | 210 | $26K |
| Kennebec Savings Bank | 0.02% | No change | 189 | $24K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 181 | $23K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 158 | $20K |
| Root Financial Partners, LLC | 0.00% | New | 156 | $20K |
| Signaturefd, LLC | 0.00% | No change | 152 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $19K |
| CENTRAL TRUST Co | 0.00% | Reduce -12.1% | 146 | $18K |
| IFP Advisors, Inc | 0.00% | Reduce -72.3% | 141 | $18K |
| Ballast Advisors LLC | 0.00% | No change | 137 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.8% | 132 | $17K |
| Evermay Wealth Management LLC | 0.00% | No change | 130 | $16K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 125 | $16K |
| Belvedere Trading LLC | 0.00% | New | 108 | $14K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -38.6% | 105 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 96 | $12K |
| Founders Capital Management | 0.01% | No change | 89 | $11K |
| Glenmede Investment Management, LP | 0.00% | No change | 75 | $9K |
| 1 North Wealth Services LLC | 0.00% | No change | 55 | $7K |
| Tortoise Investment Management, LLC | 0.00% | No change | 45 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 20 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 16 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 9 | $1K |
| Tsfg, LLC | 0.00% | No change | 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.