iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q4 2025 (December 31)617holders +56
42new positions
19sold out
2famous investors
$128.96avg. 13F price*
At the end of Q4 2025, 617 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 56 from Q3 2025. 42 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($498.2M), Envestnet Asset Management Inc. ($243.7M) and Bank of America Corp. ($216.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares ESG MSCI KLD 400 ETF
- CUSIP
- 464288570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $33.3M |
| Exits | 19 | $16.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,627,393 shares bought and 896,740 shares sold, net +730,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 617 holders
| Morgan Stanley | 0.03% | Add +1.6% | 3,866,815 | $498.2M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.7% | 1,891,900 | $243.7M |
| Bank of America Corp. | 0.02% | Add +22.4% | 1,681,874 | $216.7M |
| LPL Financial LLC | 0.04% | Add +3.7% | 1,258,765 | $162.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.3% | 1,224,645 | $157.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.9% | 863,155 | $111.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -32.0% | 795,285 | $102.5M |
| UBS Group AG | 0.01% | Reduce -3.1% | 418,342 | $53.9M |
| IMA Advisory Services, Inc. | 5.02% | Reduce -2.8% | 407,924 | $52.3M |
| Betterment LLC | 0.09% | Reduce -3.6% | 368,440 | $47.5M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -1.2% | 363,817 | $46.9M |
| Mariner, LLC | 0.05% | Add +1.7% | 346,097 | $44.6M |
| US Bancorp \de | 0.05% | Add +2.0% | 327,015 | $42.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +3.5% | 297,068 | $38.3M |
| Sei Investments Co. | 0.04% | Reduce -0.2% | 285,122 | $36.7M |
| Wells Fargo & Company | 0.01% | Add +14.9% | 254,072 | $32.7M |
| Global Retirement Partners, LLC | 0.51% | Add +19185.3% | 221,974 | $28.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +8.1% | 219,699 | $28.3M |
| Cetera Investment Advisers | 0.03% | Add +0.1% | 215,498 | $27.8M |
| Raymond James Financial Inc. | 0.01% | Add +12.2% | 206,088 | $26.6M |
| Royal Bank of Canada | 0.00% | Add +16.6% | 197,953 | $25.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.9% | 194,489 | $25.1M |
| Captrust Financial Advisors | 0.04% | Add +20.5% | 179,531 | $23.1M |
| Creative Planning | 0.02% | Reduce -2.2% | 177,932 | $22.9M |
| Park Avenue Securities LLC | 0.19% | Add +0.9% | 176,189 | $22.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.0% | 156,772 | $20.2M |
| Truist Financial Corp. | 0.03% | Reduce -19.7% | 154,849 | $19.9M |
| Focus Partners Wealth | 0.02% | Add +39.2% | 142,366 | $18.3M |
| Manchester Capital Management LLC | 2.43% | Add +2.7% | 138,607 | $17.9M |
| Trillium Asset Management, LLC | 0.54% | Add +75.0% | 136,825 | $17.7M |
| Fiduciary Trust Co | 0.20% | Reduce -2.1% | 136,871 | $17.6M |
| Gemmer Asset Management LLC | 1.35% | Reduce -1.9% | 136,503 | $17.6M |
| Cerity Partners LLC | 0.03% | Add +9.0% | 134,618 | $17.3M |
| MML Investors Services, LLC | 0.03% | Add +7.7% | 107,771 | $13.9M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +4.9% | 103,759 | $13.4M |
| Northstar Asset Management Inc. | 3.41% | Add +1949.0% | 102,389 | $13.2M |
| Natural Investments, LLC | 3.17% | New | 98,774 | $12.7M |
| Ameritas Advisory Services, LLC | 0.47% | Add +28951.0% | 97,902 | $12.6M |
| National Philanthropic Trust | 0.12% | Add +25.6% | 96,130 | $12.4M |
| Johnson Financial Group, Inc. | 0.46% | Add +75.6% | 95,412 | $12.3M |
| PFG Investments, LLC | 0.57% | Reduce -1.0% | 93,481 | $12.0M |
| Francis Financial, Inc. | 2.34% | Reduce -1.1% | 92,853 | $12.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -4.1% | 91,061 | $11.7M |
| Advisory Services Network, LLC | 0.16% | Add +1.0% | 88,171 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +4.6% | 83,427 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Add +10.9% | 81,046 | $10.4M |
| Mascoma Wealth Management LLC | 2.19% | Add +1.1% | 79,229 | $10.2M |
| Composition Wealth, LLC | 0.14% | Reduce -2.2% | 78,217 | $10.1M |
| Fifth Third Wealth Advisors LLC | 0.33% | No change | 72,741 | $9.4M |
| Cwm, LLC | 0.02% | Reduce -4.7% | 69,143 | $8.9M |
| SCS Capital Management LLC | 0.09% | No change | 69,138 | $8.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.6% | 68,830 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.1% | 67,966 | $8.8M |
| Comerica Bank | 0.03% | Reduce -2.3% | 62,702 | $8.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.1% | 61,773 | $8.0M |
| Bank of Montreal | 0.00% | Add +1.1% | 61,630 | $7.9M |
| Corient Private Wealth LP | 0.01% | Add +1.1% | 60,345 | $7.8M |
| St Germain D J Co. Inc. | 0.30% | Add +17.9% | 59,461 | $7.7M |
| Brio Consultants, LLC | 0.99% | Add +0.8% | 58,901 | $7.6M |
| Strategic Point Investment Advisors, LLC | 1.04% | Reduce -2.0% | 58,501 | $7.5M |
| Dunhill Financial, LLC | 2.38% | Reduce -10.5% | 58,475 | $7.5M |
| Choreo, LLC | 0.10% | Add +0.0% | 57,863 | $7.5M |
| Headinvest, LLC | 1.44% | Add +5.6% | 56,282 | $7.3M |
| Aspiriant, LLC | 0.20% | Add +306.4% | 54,846 | $7.1M |
| Perigon Wealth Management, LLC | 0.12% | Add +5.5% | 53,810 | $6.9M |
| Allianz SE | 0.09% | Add +7.8% | 53,354 | $6.9M |
| Assetmark, Inc. | 0.01% | Add +6.8% | 51,873 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +14.9% | 51,083 | $6.6M |
| Erste Asset Management GmbH | 0.05% | Reduce -4.2% | 47,761 | $6.2M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -2.6% | 47,358 | $6.1M |
| Gilbert Capital Group, Inc. | 4.25% | Add +1.1% | 43,886 | $5.7M |
| Gradient Investments LLC | 0.09% | Add +5.9% | 43,751 | $5.6M |
| BBR Partners, LLC | 0.29% | Reduce -0.5% | 42,474 | $5.5M |
| Avise Financial Cooperative, Inc. | 4.72% | — | 40,372 | $5.2M |
| One Wealth Advisors, LLC | 0.63% | Reduce -5.8% | 40,147 | $5.2M |
| Litman Gregory Wealth Management LLC | 0.38% | Reduce -3.4% | 40,142 | $5.2M |
| SageView Advisory Group, LLC | 0.17% | Reduce -3.0% | 39,483 | $5.1M |
| Moment Partners, LLC | 0.98% | Reduce -0.8% | 37,063 | $4.8M |
| Neumann Capital Management, LLC | 1.35% | Reduce -0.7% | 36,198 | $4.7M |
| United Capital Financial Advisors, LLC | 0.03% | Add +3.8% | 35,858 | $4.6M |
| Cranbrook Wealth Management, LLC | 0.89% | Reduce -2.7% | 35,085 | $4.5M |
| Diversified Enterprises, LLC | 0.27% | Reduce -1.0% | 34,870 | $4.5M |
| Columbia Bank | 1.25% | Reduce -4.9% | 34,840 | $4.5M |
| Laurel Wealth Planning LLC | 2.46% | Reduce -0.5% | 34,440 | $4.4M |
| Sofi Wealth, LLC | 0.22% | Add +24.2% | 34,308 | $4.4M |
| &partners | 0.02% | Reduce -1.4% | 33,919 | $4.4M |
| McClarren Financial Advisors, Inc. | 2.56% | Reduce -40.3% | 12,836 | $4.3M |
| Childress Capital Advisors, LLC | 0.67% | No change | 32,425 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Add +3.4% | 31,743 | $4.1M |
| Bailard, Inc. | 0.09% | Add +0.6% | 30,946 | $4.0M |
| True Blue Financial, LLC | 3.24% | — | 30,504 | $3.9M |
| TrueWealth Financial Partners | 3.23% | New | 30,352 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.1% | 29,721 | $3.8M |
| GeoWealth Management, LLC | 0.14% | Add +15.0% | 29,688 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.5% | 29,516 | $3.8M |
| Horst & Graben Wealth Management LLC | 0.57% | Reduce -1.6% | 29,382 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.0% | 29,038 | $3.7M |
| Pitcairn Wealth Advisors LLC | 0.33% | — | 28,526 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.9% | 28,461 | $3.7M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -54.5% | 28,309 | $3.6M |
| Lido Advisors, LLC | 0.01% | Add +0.7% | 28,905 | $3.6M |
| Forbes J M & Co. LLP | 0.29% | Add +0.1% | 28,142 | $3.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -16.7% | 26,502 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.7% | 26,426 | $3.4M |
| Pennsylvania Capital Management Inc. | 0.93% | Reduce -0.1% | 26,317 | $3.4M |
| Compass Financial Group, Inc. (Ohio) | 2.48% | — | 26,293 | $3.4M |
| Merit Financial Group, LLC | 0.03% | Add +55.8% | 25,949 | $3.3M |
| Impact Investors, Inc | 2.30% | Add +4.0% | 25,742 | $3.3M |
| Wealthcare Capital Management LLC | 0.32% | Reduce -1.6% | 25,390 | $3.3M |
| Franklin Resources Inc. | 0.00% | Reduce -2.3% | 25,218 | $3.2M |
| Sharkey, Howes & Javer | 0.41% | Add +0.9% | 24,816 | $3.2M |
| Gibson Capital, LLC | 0.58% | Reduce -1.5% | 24,741 | $3.2M |
| Bangor Savings Bank | 0.26% | Reduce -2.4% | 24,729 | $3.2M |
| Creekside Partners | 1.34% | Reduce -0.1% | 24,698 | $3.2M |
| Topel & Distasi Wealth Management, LLC | 1.53% | Reduce -4.3% | 24,363 | $3.1M |
| Accredited Investors Inc. | 0.17% | Reduce -7.6% | 24,271 | $3.1M |
| Sapient Capital LLC | 0.04% | No change | 23,380 | $3.0M |
| Stanich Group LLC | 2.25% | Reduce -0.2% | 23,214 | $3.0M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -1.7% | 22,515 | $3.0M |
| Eley Financial Management, Inc | 1.05% | Reduce -1.6% | 22,715 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -1.0% | 22,348 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.6% | 21,995 | $2.9M |
| Evergreen Capital Management LLC | 0.06% | Add +0.7% | 22,021 | $2.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.32% | No change | 21,863 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +4.5% | 21,855 | $2.8M |
| Allworth Financial LP | 0.01% | Reduce -15.4% | 21,571 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.4% | 21,562 | $2.8M |
| Altfest L J & Co. Inc. | 0.30% | Reduce -2.5% | 21,374 | $2.8M |
| Keybank National Association | 0.01% | Reduce -2.4% | 21,063 | $2.7M |
| Conscious Wealth Investments, LLC | 1.61% | Add +1.3% | 21,202 | $2.7M |
| FMR LLC | 0.00% | Add +10.2% | 20,670 | $2.7M |
| Modern Wealth Management, LLC | 0.05% | Reduce -3.0% | 20,330 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +13.1% | 20,316 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.14% | Reduce -0.5% | 20,259 | $2.6M |
| Fingerlakes Wealth Management, Inc. | 1.65% | Add +5.1% | 20,138 | $2.6M |
| BigSur Wealth Management LLC | 0.63% | No change | 20,000 | $2.6M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -1.0% | 19,591 | $2.5M |
| Hilltop Holdings Inc. | 0.15% | Reduce -1.4% | 19,330 | $2.5M |
| HB Wealth Management, LLC | 0.02% | No change | 19,226 | $2.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.53% | Add +0.4% | 19,142 | $2.5M |
| Allodium Investment Consultants, LLC | 1.25% | Reduce -4.1% | 19,131 | $2.5M |
| Arlington Financial Advisors, LLC | 0.35% | Reduce -5.0% | 19,099 | $2.5M |
| Boston Trust Walden Corp | 0.02% | No change | 19,003 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | No change | 18,986 | $2.4M |
| Shepherd Financial Partners LLC | 0.23% | Reduce -4.0% | 18,874 | $2.4M |
| Snowden Capital Advisors LLC | 0.06% | Add +0.2% | 18,070 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Add +0.1% | 18,053 | $2.3M |
| Revolve Wealth Partners, LLC | 0.27% | Add +3.0% | 17,983 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | — | 17,898 | $2.3M |
| Waverly Advisors, LLC | 0.02% | Add +3.3% | 17,400 | $2.2M |
| Davis Wealth Advisors, LLC | 1.80% | Add +15.6% | 16,776 | $2.2M |
| Vicus Capital | 0.16% | Reduce -16.1% | 16,511 | $2.1M |
| NewEdge Wealth, LLC | 0.02% | Add +0.4% | 16,358 | $2.1M |
| Fsa Wealth Partners, Inc. | 0.74% | Add +64.1% | 16,084 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.06% | Add +1.9% | 16,031 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -55.3% | 15,812 | $2.0M |
| Charter Oak Capital Management, LLC | 0.15% | Reduce -4.4% | 15,645 | $2.0M |
| CX Institutional | 0.06% | Add +11.8% | 15,334 | $2.0M |
| Investors Research Corp | 0.36% | Add +0.3% | 15,178 | $2.0M |
| MainStreet Investment Advisors LLC | 0.28% | Add +3.8% | 15,167 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +6.5% | 15,050 | $1.9M |
| Financial Insights, Inc. | 0.64% | Reduce -2.4% | 14,921 | $1.9M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +3.1% | 14,747 | $1.9M |
| Tempus Wealth Planning, LLC | 0.43% | Reduce -1.6% | 14,736 | $1.9M |
| PFG Advisors | 0.09% | Reduce -10.2% | 14,561 | $1.9M |
| Baker Avenue Asset Management, LP | 0.04% | Add +2.3% | 14,558 | $1.9M |
| 1015 Capital Partners, LLC | 1.82% | — | 14,380 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -1.6% | 14,354 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.4% | 13,949 | $1.8M |
| MMBG Investment Advisors Co. | 0.15% | New | 13,785 | $1.8M |
| Sax Wealth Advisors, LLC | 0.08% | Add +3.6% | 13,678 | $1.8M |
| HighPoint Advisor Group LLC | 0.04% | New | 13,662 | $1.8M |
| Whittier Trust Co. | 0.02% | Reduce -3.3% | 13,478 | $1.8M |
| Hershey Financial Advisers, LLC | 1.48% | Add +56.7% | 13,556 | $1.7M |
| Continuum Advisory, LLC | 0.17% | Add +10.4% | 13,155 | $1.7M |
| National Bank of Canada | 0.00% | Reduce -2.5% | 12,871 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.23% | Add +0.0% | 12,792 | $1.6M |
| Austin Private Wealth, LLC | 0.12% | Reduce -3.3% | 12,697 | $1.6M |
| SOA Wealth Advisors, LLC. | 0.27% | Reduce -0.6% | 12,574 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +0.6% | 12,507 | $1.6M |
| Sage Financial Group Inc. | 0.11% | Reduce -2.4% | 12,421 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.3% | 12,308 | $1.6M |
| WHI TRUST Co LLC | 1.22% | — | 12,280 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.11% | No change | 12,173 | $1.6M |
| Potentia Wealth | 0.55% | Reduce -3.4% | 11,657 | $1.5M |
| Mgo One Seven LLC | 0.03% | Reduce -2.2% | 11,598 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -17.3% | 11,555 | $1.5M |
| Savvy Advisors, Inc. | 0.05% | Add +70.0% | 11,543 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +160.7% | 11,517 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.1% | 11,473 | $1.5M |
| NorthRock Partners, LLC | 0.02% | Add +44.8% | 11,400 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -34.2% | 11,352 | $1.5M |
| Boston Standard Wealth Management, LLC | 0.24% | Add +0.3% | 11,261 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Reduce -3.2% | 11,040 | $1.4M |
| Wealth Management Partners, LLC | 0.40% | No change | 10,868 | $1.4M |
| MA Private Wealth | 0.23% | Add +0.3% | 10,849 | $1.4M |
| RFG Advisory, LLC | 0.03% | Reduce -0.3% | 10,793 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 10,652 | $1.4M |
| Great Diamond Partners, LLC | 0.27% | Add +2.6% | 10,782 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +1.6% | 10,779 | $1.4M |
| Bensler, LLC | 0.14% | Reduce -1.7% | 10,768 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -3.7% | 10,687 | $1.4M |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.6% | 10,353 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.5% | 10,307 | $1.3M |
| Regal Investment Advisors LLC | 0.08% | Reduce -4.0% | 10,236 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +10.2% | 10,100 | $1.3M |
| Sovran Advisors, LLC | 0.11% | Add +30.9% | 9,896 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +2.7% | 10,050 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +1.5% | 10,030 | $1.3M |
| WoodTrust Financial Corp | 0.15% | Add +21.9% | 9,958 | $1.3M |
| Main Street Group, LTD | 0.44% | No change | 9,852 | $1.3M |
| Wealth Advisory Team LLC | 1.09% | — | 9,586 | $1.2M |
| World Investment Advisors | 0.02% | Add +9.6% | 9,484 | $1.2M |
| Fifth Third Bancorp | 0.00% | No change | 9,345 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.33% | Reduce -7.7% | 9,057 | $1.2M |
| One Capital Management, LLC | 0.04% | Reduce -14.2% | 9,037 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -0.7% | 8,795 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | No change | 8,738 | $1.1M |
| D.A. Davidson & Co. | 0.01% | No change | 8,560 | $1.1M |
| Romano Brothers and Company | 0.13% | Reduce -0.4% | 8,545 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -15.8% | 8,500 | $1.1M |
| Long Run Wealth Advisors, LLC | 0.20% | Add +0.6% | 8,322 | $1.1M |
| Decker Retirement Planning Inc. | 0.53% | Add +6.8% | 8,243 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | Reduce -1.1% | 8,134 | $1.0M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 8,089 | $1.0M |
| Tred Avon Family Wealth, LLC | 0.33% | No change | 7,949 | $1.0M |
| Acropolis Investment Management, LLC | 0.05% | Reduce -1.1% | 7,933 | $1.0M |
| Rogco, LP | 0.34% | Add +2.3% | 7,901 | $1.0M |
| Hill Island Financial LLC | 0.24% | Add +0.3% | 7,862 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 7,735 | $997K |
| Atria Investments, Inc | 0.01% | Add +2.4% | 7,713 | $994K |
| Mather Group, Llc. | 0.01% | Reduce -0.7% | 7,643 | $985K |
| GTS Securities LLC | 0.03% | New | 7,630 | $983K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.8% | 7,573 | $976K |
| Vontobel Holding Ltd. | 0.00% | No change | 7,478 | $963K |
| Citigroup Inc. | 0.00% | Reduce -28.8% | 7,467 | $962K |
| Harfst & Associates, Inc. | 0.17% | No change | 7,395 | $953K |
| Wealth Alliance, LLC | 0.09% | Reduce -4.0% | 7,365 | $949K |
| First Horizon Corp. | 0.04% | Reduce -0.8% | 7,362 | $948K |
| Acumen Wealth Advisors, LLC | 0.27% | — | 7,232 | $932K |
| Gould Asset Management LLC | 0.16% | Add +7.2% | 7,188 | $926K |
| AlphaCore Capital LLC | 0.02% | Add +29.2% | 7,069 | $911K |
| BIP Wealth, LLC | 0.03% | No change | 7,065 | $910K |
| Hills Bank & Trust Co | 0.05% | No change | 6,938 | $894K |
| Principle Wealth Partners LLC | 0.05% | No change | 6,887 | $887K |
| HRT Financial LP | 0.00% | Reduce -28.4% | 6,811 | $877K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 6,806 | $877K |
| Rede Wealth, LLC | 0.30% | New | 6,682 | $861K |
| LifePlan Investment Advisors, Inc. | 0.34% | Add +7.2% | 6,524 | $840K |
| First Pacific Financial | 0.11% | Reduce -3.2% | 6,521 | $840K |
| Old Second National Bank of Aurora | 0.17% | New | 6,511 | $839K |
| Baird Financial Group, Inc. | 0.00% | Reduce -32.3% | 6,499 | $837K |
| Sigma Planning Corp | 0.02% | Add +0.0% | 6,481 | $835K |
| Brookstone Capital Management | 0.01% | Reduce -0.6% | 6,478 | $835K |
| Halter Ferguson Financial Inc. | 0.18% | Reduce -1.3% | 6,469 | $833K |
| Keystone Financial Services | 0.25% | Reduce -2.4% | 6,462 | $832K |
| One Wealth Capital Management, LLC | 0.35% | Reduce -10.4% | 6,453 | $831K |
| VERITY Wealth Advisors | 0.51% | Reduce -12.9% | 6,355 | $819K |
| Peak Financial Management, Inc. | 0.21% | No change | 6,315 | $814K |
| Elyxium Wealth, LLC | 0.23% | New | 6,300 | $812K |
| Western Wealth Management, LLC | 0.04% | Add +38.8% | 6,296 | $811K |
| Brown Advisory Inc. | 0.00% | New | 6,258 | $806K |
| Meridian Wealth Management, LLC | 0.03% | No change | 6,194 | $798K |
| Golden State Wealth Management, LLC | 0.08% | Add +3.8% | 6,190 | $797K |
| Archer Investment Management, LLC | 0.43% | New | 6,161 | $794K |
| Lifelong Wealth Advisors, Inc. | 0.21% | Add +23.6% | 6,140 | $791K |
| RCS Financial Planning, LLC | 0.34% | Add +42.7% | 6,118 | $788K |
| Kesler, Norman & Wride, LLC | 0.13% | Reduce -0.1% | 6,091 | $785K |
| Godfrey Financial Associates, Inc. | 0.68% | — | 6,081 | $783K |
| Zevenbergen Capital Investments LLC | 0.02% | No change | 6,075 | $783K |
| Rollins Financial Advisors, LLC | 0.11% | No change | 6,035 | $777K |
| Fortis Capital Management LLC | 0.10% | Add +0.3% | 6,019 | $775K |
| Theory Financial LLC | 0.26% | Add +2.5% | 5,882 | $774K |
| Oarsman Capital, Inc. | 0.10% | New | 5,980 | $770K |
| Wealth Analytics Partners, LLC | 0.30% | — | 5,950 | $767K |
| Frisch Financial Group, Inc. | 0.17% | Add +0.3% | 5,890 | $759K |
| Midwest Trust Co | 0.01% | Reduce -5.4% | 5,875 | $757K |
| Destination Wealth Management | 0.02% | Reduce -15.9% | 5,865 | $756K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +2.6% | 5,848 | $753K |
| Montecito Bank & Trust | 0.12% | No change | 5,798 | $747K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 5,763 | $742K |
| Harbor Asset Planning, Inc. | 0.62% | Add +0.3% | 5,663 | $730K |
| Carret Asset Management, LLC | 0.07% | No change | 5,600 | $721K |
| Diversify Wealth Management, LLC | 0.03% | New | 5,460 | $717K |
| Ulland Investment Advisors, LLC | 0.57% | Reduce -6.0% | 5,500 | $709K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -25.8% | 5,495 | $708K |
| Cadia Private Client LLC | 0.55% | — | 5,421 | $698K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -13.0% | 5,401 | $696K |
| Brooklyn FI, LLC | 0.15% | Reduce -12.6% | 5,390 | $694K |
| Members Trust Co | 0.02% | No change | 5,349 | $689K |
| S.A. Mason LLC | 0.27% | Add +14.6% | 5,330 | $687K |
| Marathon Wealth Advisors LLC | 0.27% | — | 5,295 | $682K |
| Finley Financial, LLC | 0.31% | No change | 5,290 | $682K |
| WealthShield Partners, LLC | 0.07% | Reduce -3.7% | 5,186 | $668K |
| Bigelow Investment Advisors, LLC | 0.26% | Reduce -5.0% | 5,163 | $665K |
| Burns J W & Co. Inc. | 0.07% | Add +77.6% | 5,150 | $663K |
| Magnus Financial Group LLC | 0.05% | Add +0.6% | 5,105 | $658K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.08% | — | 5,089 | $656K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -1.1% | 5,087 | $655K |
| Harbour Investments, Inc. | 0.01% | Reduce -33.6% | 4,997 | $644K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -7.1% | 4,967 | $640K |
| Gateway Wealth Partners, LLC | 0.07% | Add +10.0% | 4,937 | $636K |
| Quantinno Capital Management LP | 0.00% | Add +16.0% | 4,930 | $635K |
| Altus Wealth Group LLC | 0.25% | No change | 4,895 | $631K |
| CoreCap Advisors, LLC | 0.02% | Add +9.2% | 4,883 | $629K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.1% | 4,802 | $619K |
| Ellevest, Inc. | 0.08% | No change | 4,713 | $607K |
| West Financial Advisors, LLC | 0.10% | No change | 4,572 | $589K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.1% | 4,572 | $589K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -0.6% | 4,510 | $587K |
| Deutsche Bank AG | 0.00% | No change | 4,550 | $586K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.5% | 4,529 | $583K |
| Eq LLC | 0.17% | Reduce -2.9% | 4,484 | $578K |
| Venturi Wealth Management, LLC | 0.03% | Add +0.3% | 4,475 | $577K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -3.3% | 4,475 | $577K |
| Milestone Investment Advisors LLC | 0.14% | Add +46.6% | 4,470 | $576K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,464 | $575K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 4,392 | $566K |
| Mission Creek Capital Partners, Inc. | 0.11% | Add +0.5% | 4,373 | $563K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,372 | $563K |
| SK Wealth Management, LLC | 0.16% | Reduce -10.7% | 4,279 | $562K |
| LWM Advisors Inc. | 0.49% | No change | 4,352 | $561K |
| Hilltop Partners LLC | 0.14% | Add +3.9% | 4,342 | $559K |
| Parsons Capital Management Inc. | 0.03% | No change | 4,327 | $557K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +0.5% | 4,286 | $552K |
| Birchwood Financial Partners, Inc. | 0.55% | — | 4,279 | $551K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.3% | 4,264 | $549K |
| Compound Planning, Inc. | 0.02% | No change | 4,218 | $543K |
| Oregon Pacific Wealth Management, LLC | 0.56% | Reduce -23.6% | 4,209 | $542K |
| HM Payson & Co. | 0.01% | Reduce -0.3% | 4,200 | $541K |
| Prism Advisors, Inc. | 0.14% | Reduce -4.7% | 4,191 | $540K |
| SVB Wealth LLC | 0.03% | No change | 4,176 | $538K |
| Wesbanco Bank Inc. | 0.01% | Reduce -0.5% | 4,170 | $537K |
| Susquehanna International Group, LLP | 0.00% | Add +24.5% | 4,149 | $535K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 4,113 | $530K |
| Maia Wealth LLC | 0.09% | Reduce -49.8% | 4,090 | $526K |
| Hoxton Planning & Management, LLC | 0.16% | Add +15.1% | 4,059 | $523K |
| Coordinated Financial Services, Inc. | 0.30% | No change | 3,994 | $515K |
| Rockingstone Advisors LLC | 0.23% | Add +9.9% | 3,991 | $514K |
| Addison Advisors LLC | 0.11% | No change | 3,953 | $509K |
| NBT Bank, N.A. | 0.03% | Reduce -86.6% | 129 | $507K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -6.8% | 3,928 | $506K |
| Hengehold Capital Management LLC | 0.04% | No change | 3,887 | $501K |
| Rossmore Private Capital | 0.04% | No change | 3,867 | $498K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +0.5% | 3,782 | $487K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -26.6% | 3,756 | $484K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 3,754 | $484K |
| West Wealth Group, LLC | 0.10% | Reduce -0.4% | 3,750 | $483K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -1.7% | 3,746 | $483K |
| Argent Trust Co | 0.02% | Reduce -0.6% | 3,744 | $482K |
| TrinityBridge Ltd | 0.01% | No change | 3,715 | $478K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -10.7% | 3,644 | $477K |
| Trust Co. of Vermont | 0.02% | Add +0.1% | 3,689 | $475K |
| Capital Analysts, LLC | 0.01% | Add +1.9% | 3,689 | $475K |
| Arax Advisory Partners | 0.01% | New | 3,682 | $474K |
| Wealthgarden F.S. LLC | 0.31% | Reduce -6.8% | 3,579 | $471K |
| Capital Asset Advisory Services LLC | 0.02% | Add +7.9% | 3,601 | $470K |
| Arkadios Wealth Advisors | 0.01% | Add +3.4% | 3,630 | $468K |
| MBE Wealth Management, LLC | 0.20% | Reduce -0.5% | 3,624 | $467K |
| Ledyard National Bank | 0.04% | No change | 3,624 | $467K |
| Axxcess Wealth Management, LLC | 0.01% | Add +7.8% | 3,597 | $463K |
| W.H. Cornerstone Investments Inc. | 0.28% | Add +0.3% | 3,584 | $462K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.4% | 3,581 | $461K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -3.9% | 3,532 | $455K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -6.0% | 3,493 | $450K |
| Spectrum Planning & Advisory Services Inc. | 0.23% | Add +0.4% | 3,480 | $448K |
| Verus Capital Partners, LLC | 0.03% | Reduce -0.3% | 3,472 | $447K |
| Brooklyn Investment Group | 0.02% | New | 3,410 | $443K |
| Strategic Blueprint, LLC | 0.03% | Reduce -9.5% | 3,440 | $443K |
| Myecfo, LLC | 0.19% | Add +34.0% | 3,430 | $442K |
| KFA Private Wealth Group, LLC | 0.11% | Reduce -0.7% | 3,388 | $436K |
| TrustBank | 0.18% | — | 3,354 | $432K |
| TruNorth Capital Management, LLC | 0.08% | No change | 3,349 | $431K |
| WBH Advisory Inc. | 0.03% | Add +0.5% | 3,323 | $428K |
| Essential Planning, LLC. | 0.14% | Reduce -3.2% | 3,316 | $427K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | Add +0.9% | 3,276 | $422K |
| Hilltop Wealth Advisors, LLC | 0.21% | No change | 3,268 | $421K |
| Landaas & Co. /Wi | 0.09% | Add +0.3% | 3,266 | $421K |
| JNBA Financial Advisors | 0.04% | Add +17.9% | 3,241 | $418K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 3,233 | $417K |
| Engineers Gate Manager LP | 0.00% | New | 3,233 | $417K |
| First Foundation Advisors | 0.02% | No change | 3,233 | $417K |
| Ascent Group, LLC | 0.01% | Reduce -22.2% | 3,225 | $415K |
| Birch Hill Investment Advisors LLC | 0.02% | Reduce -16.9% | 3,224 | $415K |
| YANKCOM Partnership | 0.18% | No change | 3,203 | $413K |
| May Hill Capital, LLC | 0.11% | Add +98.8% | 3,197 | $412K |
| Oxler Private Wealth LLC | 0.12% | Add +0.3% | 3,197 | $412K |
| Beacon Financial Group | 0.04% | Reduce -0.1% | 3,184 | $410K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -3.3% | 3,147 | $405K |
| Traveka Wealth, LLC | 0.16% | New | 3,142 | $405K |
| Mission Wealth Management, LP | 0.01% | Reduce -11.1% | 3,134 | $404K |
| Evergreen Wealth Partners LLC | 0.34% | — | 3,129 | $403K |
| AE Wealth Management LLC | 0.00% | Add +38.8% | 3,128 | $403K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 3,089 | $398K |
| MRA Advisory Group | 0.17% | Add +0.4% | 3,086 | $398K |
| GenTrust, LLC | 0.02% | No change | 3,037 | $391K |
| MAI Capital Management | 0.00% | Add +62.0% | 3,035 | $391K |
| Sage Financial Management Group, Inc. | 0.12% | No change | 3,029 | $390K |
| KBC Group NV | 0.00% | No change | 3,026 | $390K |
| Blue Zone Wealth Advisors, LLC | 0.07% | No change | 3,026 | $390K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 3,000 | $386K |
| JB Capital LLC | 0.02% | Add +4.7% | 2,998 | $386K |
| Goldstein Advisors, LLC | 0.04% | Reduce -0.6% | 2,963 | $382K |
| Contango Wealth Management LLC | 0.42% | — | 2,950 | $380K |
| Erickson Financial Group, LLC | 0.23% | Add +15.8% | 2,933 | $378K |
| Bradley & Co. Private Wealth Management, LLC | 0.20% | No change | 2,871 | $370K |
| Smartleaf Asset Management LLC | 0.01% | Add +17.8% | 2,839 | $368K |
| Sage Capital Management, LLC | 0.17% | No change | 2,835 | $365K |
| Centurion Wealth Management LLC | 0.08% | Add +2.2% | 2,802 | $361K |
| Wilson & Boucher Capital Management, LLC | 0.24% | No change | 2,800 | $361K |
| Gen-Wealth Partners Inc | 0.12% | Reduce -7.9% | 2,784 | $359K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -12.1% | 2,779 | $358K |
| Arbor Investment Advisors, LLC | 0.05% | Add +0.1% | 2,779 | $358K |
| Trivium Point Advisory, LLC | 0.04% | No change | 2,772 | $357K |
| Allstreet Capital Advisors LLC | 0.26% | — | 2,766 | $356K |
| Fielder Capital Group LLC | 0.08% | No change | 2,759 | $355K |
| Urban Wealth Management, LLC | 0.33% | — | 2,757 | $355K |
| Trilogy Capital Inc. | 0.02% | Reduce -2.0% | 2,754 | $355K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.9% | 2,750 | $354K |
| Beacon Financial Advisory LLC | 0.08% | Add +53.4% | 2,713 | $350K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,694 | $347K |
| Bison Wealth, LLC | 0.04% | New | 2,846 | $345K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -11.9% | 2,647 | $341K |
| Wealth Management Associates, Inc. | 0.12% | New | 2,634 | $339K |
| Richmond Investment Services, LLC | 0.06% | Add +4.7% | 2,633 | $339K |
| Buttonwood Financial Group, LLC | 0.18% | Reduce -42.7% | 2,537 | $333K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -2.0% | 2,585 | $333K |
| LongView Asset Management LLC | 0.23% | Reduce -42.4% | 2,580 | $332K |
| Bedminster, LLC | 0.30% | — | 2,570 | $331K |
| Somerset Group LLC | 0.25% | No change | 2,532 | $331K |
| Keel Point, LLC | 0.02% | No change | 2,564 | $330K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -50.3% | 2,681 | $327K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.4% | 2,516 | $324K |
| ASL Financial, LLC | 0.25% | — | 2,500 | $322K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 2,500 | $322K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,500 | $322K |
| DDFG, Inc | 0.07% | Reduce -0.8% | 2,469 | $318K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +34.9% | 2,402 | $317K |
| GC Wealth Management RIA, LLC | 0.01% | New | 2,408 | $310K |
| Ritholtz Wealth Management | 0.01% | Reduce -10.9% | 2,408 | $310K |
| Vise Technologies, Inc. | 0.01% | New | 2,394 | $308K |
| Old National Bancorp | 0.01% | Reduce -46.1% | 2,387 | $308K |
| Kestra Investment Management, LLC | 0.01% | Add +0.1% | 2,366 | $305K |
| Blume Capital Management, Inc. | 0.06% | Reduce -29.9% | 2,350 | $303K |
| Silver Oak Securities, Incorporated | 0.02% | New | 2,330 | $302K |
| One Day In July LLC | 0.02% | New | 2,330 | $300K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.1% | 2,328 | $300K |
| Vantus Wealth LLC | 0.22% | — | 2,315 | $298K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.0% | 2,301 | $296K |
| Brown Financial Advisors | 0.11% | No change | 2,300 | $296K |
| Northland Securities, Inc. | 0.28% | — | 2,297 | $296K |
| Braun-Bostich & Associates Inc. | 0.18% | Add +0.6% | 2,277 | $293K |
| Financial Planning Hawaii, Inc. | 0.17% | — | 2,275 | $293K |
| New Covenant Trust Company, N.A. | 0.26% | No change | 2,256 | $291K |
| M&T Bank Corp | 0.00% | No change | 2,232 | $288K |
| Concord Wealth Partners | 0.04% | Reduce -42.6% | 2,226 | $287K |
| CRA Financial Services, LLC | 0.04% | No change | 2,193 | $283K |
| Well Done, LLC | 0.04% | Reduce -0.1% | 2,170 | $280K |
| Prentiss Smith & Co. Inc. | 0.17% | No change | 2,168 | $279K |
| Weaver Consulting Group | 0.07% | Reduce -2.7% | 2,160 | $278K |
| Figure 8 Investment Strategies LLC | 0.24% | No change | 2,126 | $274K |
| Howe & Rusling Inc. | 0.02% | Add +0.2% | 2,113 | $272K |
| Old Port Advisors | 0.07% | Add +0.4% | 2,112 | $272K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.2% | 2,090 | $269K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,090 | $269K |
| Elmwood Wealth Management, Inc. | 0.08% | New | 2,074 | $267K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 2,050 | $264K |
| First Trust Advisors LP | 0.00% | Reduce -3.1% | 2,040 | $263K |
| Ridgecrest Wealth Partners, LLC | 0.14% | No change | 2,038 | $263K |
| Curi Capital, LLC | 0.00% | No change | 2,037 | $262K |
| Ascentis Independent Advisors | 0.04% | Add +18.9% | 2,036 | $262K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -0.3% | 2,019 | $260K |
| Wrapmanager Inc. | 0.09% | Reduce -0.9% | 2,017 | $260K |
| Panoramic Investment Advisors, LLC | 0.14% | Reduce -0.6% | 2,005 | $258K |
| Evoke Wealth, LLC | 0.01% | No change | 2,005 | $258K |
| 4Thought Financial Group Inc. | 0.13% | Reduce -4.0% | 2,003 | $258K |
| Marco Investment Management LLC | 0.02% | No change | 2,000 | $258K |
| Banco Santander, S.A. | 0.00% | No change | 2,000 | $258K |
| Tilson Financial Group, Inc. | 0.08% | No change | 1,998 | $257K |
| Millennium Management | 0.00% | New | 1,996 | $257K |
| Smith & Howard Wealth Management, LLC | 0.06% | Reduce -2.6% | 1,984 | $256K |
| Koenig Investment Advisory, LLC | 0.21% | — | 1,975 | $255K |
| Hopwood Nicholas Hunter | 0.08% | — | 1,980 | $255K |
| Compton Financial Group, LLC | 0.06% | New | 1,970 | $254K |
| Two West Capital Advisors LLC | 0.15% | Reduce -2.2% | 1,964 | $253K |
| Vericrest Private Wealth | 0.22% | — | 1,954 | $252K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -0.6% | 1,952 | $251K |
| Avior Wealth Management, LLC | 0.01% | Reduce -4.0% | 1,946 | $251K |
| Darden Wealth Group Inc | 0.12% | No change | 1,907 | $246K |
| Valtinson Bruner Financial Planning LLC | 0.07% | Reduce -25.0% | 1,885 | $243K |
| Curtis Wealth Management LLC | 0.21% | — | 1,841 | $242K |
| Bessemer Group Inc. | 0.00% | Add +66.5% | 1,882 | $242K |
| JSF Financial, LLC | 0.05% | Add +0.2% | 1,877 | $242K |
| Cove Private Wealth, LLC | 0.07% | No change | 1,866 | $240K |
| Frederick Financial Consultants, LLC | 0.13% | No change | 1,864 | $240K |
| Capital Advantage, Inc. | 0.03% | Reduce -14.8% | 1,861 | $240K |
| Sunrise Financial Services, LLC | 0.18% | — | 1,859 | $239K |
| Uptick Partners, LLC | 0.05% | New | 1,845 | $238K |
| Rossby Financial, LCC | 0.07% | No change | 1,830 | $236K |
| Savant Capital, LLC | 0.00% | Reduce -1.9% | 1,824 | $235K |
| Diversified Trust Co. | 0.00% | No change | 1,824 | $235K |
| Creative Capital Management Investments LLC | 0.07% | No change | 1,819 | $234K |
| Cibc World Market Inc. | 0.00% | No change | 1,819 | $234K |
| Snider Financial Group | 0.06% | No change | 1,809 | $233K |
| Colorado Capital Management, Inc. | 0.09% | Reduce -33.6% | 1,798 | $232K |
| Absolute Capital Management, LLC | 0.08% | New | 1,795 | $231K |
| Concord Asset Management, LLC | 0.04% | Reduce -35.5% | 1,780 | $229K |
| TSG Advice Partners, LLC | 0.03% | — | 1,765 | $227K |
| Basepoint Wealth LLC | 0.14% | Add +0.1% | 1,763 | $227K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -0.1% | 1,762 | $227K |
| Olde Wealth Management, LLC | 0.07% | No change | 1,750 | $225K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +0.7% | 1,746 | $225K |
| Mutual Advisors, LLC | 0.00% | No change | 1,744 | $225K |
| Affinity Wealth Management LLC | 0.03% | No change | 1,711 | $220K |
| Sequent Planning LLC | 0.06% | Reduce -11.7% | 1,683 | $217K |
| 1900 Wealth Management LLC | 0.01% | No change | 1,663 | $214K |
| Capital Advisors Wealth Management, LLC | 0.03% | Add +0.1% | 1,658 | $214K |
| ProVise Management Group, LLC | 0.02% | No change | 1,650 | $213K |
| Endeavor Private Wealth, Inc. | 0.06% | Reduce -8.1% | 1,649 | $212K |
| Flagship Private Wealth, LLC | 0.08% | Add +0.2% | 1,641 | $211K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -23.1% | 1,641 | $211K |
| Matrix Private Capital Group LLC | 0.11% | No change | 1,640 | $211K |
| Cottage Street Advisors LLC | 0.09% | Add +0.2% | 1,635 | $211K |
| Howland Capital Management LLC | 0.01% | No change | 1,630 | $210K |
| High Falls Advisors, Inc | 0.04% | Add +0.1% | 1,629 | $210K |
| BLVD Private Wealth, LLC | 0.18% | Reduce -1.9% | 1,625 | $209K |
| Sterling Manor Financial, LLC | 0.13% | Reduce -3.6% | 1,613 | $208K |
| StoneX Group Inc. | 0.01% | Reduce -20.6% | 1,599 | $206K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 1,597 | $206K |
| Baron Financial Group, LLC | 0.11% | New | 1,565 | $202K |
| Lodestar Private Asset Management LLC | 0.02% | New | 1,552 | $200K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,548 | $199K |
| Clearstead Trust, LLC | 0.03% | No change | 1,403 | $181K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,355 | $175K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,230 | $158K |
| Evergreen Private Wealth LLC | 0.06% | Reduce -10.0% | 1,220 | $157K |
| Caldwell Trust Co | 0.01% | No change | 1,200 | $155K |
| TD Capital Management LLC | 0.01% | Add +0.2% | 1,182 | $152K |
| Hollencrest Capital Management | 0.01% | No change | 1,171 | $151K |
| Ancora Advisors LLC | 0.00% | No change | 1,150 | $148K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -3.1% | 1,134 | $146K |
| Financial Perspectives, Inc | 0.04% | Add +0.3% | 1,086 | $140K |
| Portfolio Resources Advisor Group, Inc. | 0.14% | — | 1,050 | $135K |
| Smithfield Trust Co | 0.01% | Reduce -2.3% | 1,025 | $132K |
| Larson Financial Group LLC | 0.00% | Add +155.2% | 962 | $124K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 960 | $124K |
| Abound Financial, LLC | 0.05% | New | 944 | $122K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +109.9% | 867 | $112K |
| BlackRock, Inc. | 0.00% | Reduce -85.9% | 793 | $102K |
| Adirondack Trust Co. | 0.03% | Reduce -8.1% | 734 | $95K |
| Creative Financial Designs Inc. | 0.01% | Reduce -7.9% | 732 | $94K |
| McIlrath & Eck, LLC | 0.01% | Reduce -28.3% | 701 | $90K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 700 | $90K |
| Qube Research & Technologies Ltd | 0.00% | Add +59.8% | 655 | $84K |
| Evolution Wealth Management Inc. | 0.07% | Add +64.8% | 651 | $84K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -34.5% | 645 | $83K |
| Triumph Capital Management | 0.02% | New | 613 | $79K |
| Private Trust Co. NA | 0.01% | No change | 606 | $78K |
| Clearstead Advisors, LLC | 0.00% | Reduce -9.1% | 572 | $74K |
| FAS Wealth Partners, Inc. | 0.00% | Add +3.7% | 564 | $73K |
| Glenmede Trust Co. NA | 0.00% | — | 529 | $68K |
| Bank of New Hampshire | 0.01% | No change | 510 | $66K |
| Colonial Trust Advisors | 0.00% | No change | 500 | $64K |
| Parallel Advisors, LLC | 0.00% | No change | 493 | $64K |
| Salomon & Ludwin, LLC | 0.01% | No change | 474 | $61K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 461 | $59K |
| Hantz Financial Services, Inc. | 0.00% | No change | 413 | $53K |
| Hamrick Investment Counsel, llc | 0.04% | — | 400 | $52K |
| Asset Dedication, LLC | 0.00% | No change | 384 | $49K |
| Legacies Wealth LLC | 0.03% | Reduce -5.0% | 381 | $49K |
| Quadrant Capital Group LLC | 0.00% | No change | 380 | $49K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 358 | $46K |
| Eastern Bank | 0.00% | No change | 356 | $46K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | New | 315 | $41K |
| Investors Portfolio Services LLC | 0.04% | — | 315 | $41K |
| Archer Investment Corp | 0.01% | No change | 304 | $39K |
| Ameriflex Group, Inc. | 0.02% | Reduce -49.8% | 300 | $39K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 296 | $38K |
| IFP Advisors, Inc | 0.00% | Add +96.5% | 277 | $36K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 242 | $31K |
| Millstone Evans Group, LLC | 0.02% | No change | 220 | $28K |
| Kilter Group LLC | 0.01% | Reduce -4.9% | 212 | $27K |
| Meramec Financial Planners, LLC | 0.01% | — | 210 | $27K |
| Copia Wealth Management | 0.02% | No change | 210 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Add +41.7% | 187 | $25K |
| Kennebec Savings Bank | 0.02% | No change | 189 | $24K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -2.8% | 176 | $23K |
| Ransom Advisory, Ltd | 0.01% | New | 170 | $22K |
| CVA Family Office, LLC | 0.00% | No change | 158 | $20K |
| Vision Retirement, LLC | 0.01% | — | 157 | $20K |
| Root Financial Partners, LLC | 0.00% | No change | 156 | $20K |
| Camelot Portfolios, LLC | 0.01% | New | 152 | $20K |
| Signaturefd, LLC | 0.00% | No change | 152 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $19K |
| CENTRAL TRUST Co | 0.00% | No change | 146 | $19K |
| Belvedere Trading LLC | 0.00% | Add +33.3% | 144 | $19K |
| Ballast Advisors LLC | 0.00% | No change | 137 | $18K |
| Evermay Wealth Management LLC | 0.00% | No change | 130 | $17K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 125 | $16K |
| Hanson & Doremus Investment Management | 0.00% | No change | 105 | $14K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 100 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 96 | $12K |
| Founders Capital Management | 0.01% | No change | 89 | $11K |
| International Assets Investment Management, LLC | 0.00% | New | 83 | $11K |
| 1 North Wealth Services LLC | 0.00% | No change | 55 | $7K |
| Lodestone Wealth Management LLC | 0.00% | New | 50 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 50 | $6K |
| Key Capital Management, INC | 0.00% | — | 26 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 24 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 20 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 16 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 10 | $1K |
| American Capital Advisory, LLC | 0.00% | No change | 9 | $1K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | New | 1 | $129 |
| Your Advocates Ltd., LLP | 0.00% | New | 1 | $129 |
"% 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.