iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q1 2026 (March 31)595holders −22
21new positions
40sold out
$120.84avg. 13F price*
At the end of Q1 2026, 595 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, down 22 from Q4 2025. 21 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($481.3M), Envestnet Asset Management Inc. ($215.0M) and Bank of America Corp. ($180.7M).
- Company
- iShares ESG MSCI KLD 400 ETF
- CUSIP
- 464288570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.1M |
| Exits | 40 | $21.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,462,227 shares bought and 1,135,751 shares sold, net +326,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 595 holders
| Morgan Stanley | 0.03% | Add +2.7% | 3,971,726 | $481.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -6.2% | 1,774,477 | $215.0M |
| Bank of America Corp. | 0.01% | Reduce -11.4% | 1,490,807 | $180.7M |
| Bank of New York Mellon Corp | 0.03% | Add +57.8% | 1,254,533 | $152.0M |
| LPL Financial LLC | 0.04% | Reduce -2.1% | 1,232,859 | $149.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.8% | 1,189,990 | $139.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.3% | 834,824 | $101.1M |
| UBS Group AG | 0.01% | Reduce -0.5% | 416,264 | $50.4M |
| IMA Advisory Services, Inc. | 4.86% | Add +1.1% | 412,576 | $49.7M |
| Betterment LLC | 0.08% | Reduce -5.1% | 349,749 | $42.4M |
| Mariner, LLC | 0.05% | Reduce -3.3% | 334,677 | $40.6M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -10.4% | 326,059 | $39.5M |
| US Bancorp \de | 0.05% | Reduce -1.2% | 323,131 | $39.2M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.2% | 300,562 | $36.4M |
| Sei Investments Co. | 0.03% | Reduce -0.9% | 282,552 | $34.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.0% | 247,083 | $29.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.9% | 228,315 | $27.7M |
| Wells Fargo & Company | 0.01% | Reduce -12.8% | 221,434 | $26.8M |
| Creative Planning | 0.02% | Add +21.6% | 216,456 | $26.2M |
| Northstar Asset Management Inc. | 7.89% | Add +107.3% | 212,270 | $25.7M |
| Cetera Investment Advisers | 0.03% | Reduce -5.5% | 203,543 | $24.7M |
| Royal Bank of Canada | 0.00% | Reduce -10.7% | 176,824 | $21.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.4% | 174,241 | $21.1M |
| Captrust Financial Advisors | 0.04% | Reduce -3.0% | 174,144 | $21.1M |
| Park Avenue Securities LLC | 0.16% | Reduce -5.3% | 166,917 | $20.2M |
| National Philanthropic Trust | 0.21% | Add +70.6% | 164,023 | $19.9M |
| Cerity Partners LLC | 0.03% | Add +21.6% | 163,687 | $19.8M |
| Truist Financial Corp. | 0.03% | Add +1.3% | 156,910 | $19.0M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +40.1% | 145,400 | $17.6M |
| Gemmer Asset Management LLC | 1.33% | Add +1.6% | 138,689 | $16.8M |
| Focus Partners Wealth | 0.02% | Reduce -3.9% | 136,822 | $16.6M |
| Fiduciary Trust Co | 0.20% | Reduce -0.1% | 136,725 | $16.6M |
| Manchester Capital Management LLC | 2.36% | Reduce -2.5% | 135,121 | $16.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -18.1% | 128,358 | $15.6M |
| Johnson Financial Group, Inc. | 0.50% | Add +19.2% | 113,725 | $13.8M |
| Natural Investments, LLC | 2.92% | Reduce -0.9% | 97,849 | $11.9M |
| PFG Investments, LLC | 0.54% | Add +2.7% | 95,999 | $11.6M |
| Ameritas Advisory Services, LLC | 0.45% | Reduce -2.3% | 95,633 | $11.6M |
| HighTower Advisors, LLC | 0.01% | Add +13.9% | 92,336 | $11.2M |
| Francis Financial, Inc. | 2.06% | Reduce -1.4% | 91,578 | $11.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.1% | 90,054 | $10.9M |
| MML Investors Services, LLC | 0.03% | Reduce -17.6% | 88,810 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.8% | 84,081 | $10.1M |
| Trillium Asset Management, LLC | 0.32% | Reduce -3.1% | 132,556 | $9.5M |
| Mascoma Wealth Management LLC | 1.82% | Reduce -8.5% | 72,480 | $8.8M |
| Composition Wealth, LLC | 0.12% | Reduce -9.5% | 70,771 | $8.6M |
| Brio Consultants, LLC | 1.05% | Add +6.8% | 62,899 | $8.6M |
| Fifth Third Bancorp | 0.02% | Add +650.3% | 70,112 | $8.5M |
| SCS Capital Management LLC | 0.09% | No change | 69,138 | $8.4M |
| Cwm, LLC | 0.02% | Reduce -1.4% | 68,193 | $8.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.1% | 66,795 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.3% | 65,836 | $8.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +204.2% | 65,586 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.1% | 64,530 | $7.8M |
| Bank of Montreal | 0.00% | Add +4.4% | 64,315 | $7.8M |
| St Germain D J Co. Inc. | 0.29% | Add +3.4% | 61,507 | $7.5M |
| Advisory Services Network, LLC | 0.10% | Reduce -30.9% | 60,882 | $7.4M |
| Corient Private Wealth LP | 0.01% | Add +2.3% | 61,751 | $7.4M |
| Allianz SE | 0.08% | Add +7.5% | 57,368 | $7.0M |
| Strategic Point Investment Advisors, LLC | 0.99% | Reduce -4.0% | 56,187 | $6.8M |
| Choreo, LLC | 0.08% | Reduce -4.2% | 55,461 | $6.7M |
| Headinvest, LLC | 1.37% | Reduce -2.4% | 54,930 | $6.7M |
| Perigon Wealth Management, LLC | 0.12% | Add +2.1% | 54,922 | $6.7M |
| Aspiriant, LLC | 0.19% | No change | 54,846 | $6.6M |
| Dunhill Financial, LLC | 1.50% | Reduce -10.2% | 52,521 | $6.4M |
| Stifel Financial Corp. | 0.01% | Reduce -4.4% | 48,852 | $5.9M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -2.5% | 46,200 | $5.6M |
| Assetmark, Inc. | 0.01% | Reduce -11.9% | 45,714 | $5.5M |
| Avise Financial Cooperative, Inc. | 4.53% | Add +11.2% | 44,888 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +49.9% | 44,257 | $5.4M |
| Gradient Investments LLC | 0.08% | Reduce -1.2% | 43,245 | $5.2M |
| Sofi Wealth, LLC | 0.25% | Add +24.7% | 42,790 | $5.2M |
| Gilbert Capital Group, Inc. | 3.97% | Reduce -3.3% | 42,434 | $5.1M |
| SageView Advisory Group, LLC | 0.17% | Reduce -0.9% | 39,122 | $4.7M |
| Archer Investment Management, LLC | 1.99% | Add +534.1% | 39,065 | $4.7M |
| GTS Securities LLC | 0.16% | Add +401.7% | 38,277 | $4.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +138.8% | 37,764 | $4.6M |
| Moment Partners, LLC | 0.80% | Reduce -0.4% | 36,917 | $4.5M |
| One Wealth Advisors, LLC | 0.56% | Reduce -8.3% | 36,835 | $4.5M |
| Erste Asset Management GmbH | 0.04% | Reduce -23.3% | 36,621 | $4.4M |
| Diversified Enterprises, LLC | 0.24% | Add +1.8% | 35,494 | $4.3M |
| Columbia Bank | 1.23% | Add +1.7% | 35,440 | $4.3M |
| Neumann Capital Management, LLC | 1.26% | Reduce -2.1% | 35,428 | $4.3M |
| Cranbrook Wealth Management, LLC | 0.87% | Add +0.3% | 35,191 | $4.3M |
| Laurel Wealth Planning LLC | 2.18% | Reduce -0.9% | 34,117 | $4.1M |
| First Affirmative Financial Network | 1.60% | — | 33,981 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -5.6% | 33,858 | $4.1M |
| &partners | 0.02% | Reduce -1.6% | 33,387 | $4.0M |
| McClarren Financial Advisors, Inc. | 2.39% | Add +159.9% | 33,362 | $4.0M |
| Independent Advisor Alliance | 0.04% | New | 33,306 | $4.0M |
| Childress Capital Advisors, LLC | 0.71% | No change | 32,425 | $3.9M |
| Bailard, Inc. | 0.09% | Add +2.9% | 31,855 | $3.9M |
| Wealthfront Advisers LLC | 0.01% | Add +19.0% | 31,548 | $3.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -8.0% | 29,214 | $3.8M |
| True Blue Financial, LLC | 2.91% | Reduce -0.0% | 30,502 | $3.7M |
| Pitcairn Wealth Advisors LLC | 0.34% | No change | 28,526 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.50% | Reduce -8.9% | 26,769 | $3.6M |
| BBR Partners, LLC | 0.20% | Reduce -30.5% | 29,506 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 29,477 | $3.6M |
| Forbes J M & Co. LLP | 0.30% | Add +4.1% | 29,299 | $3.6M |
| Merit Financial Group, LLC | 0.03% | Add +12.8% | 29,260 | $3.5M |
| FMR LLC | 0.00% | Add +38.9% | 28,717 | $3.5M |
| Impact Investors, Inc | 2.39% | Add +10.2% | 28,375 | $3.4M |
| Fifth Third Wealth Advisors LLC | 0.11% | Reduce -61.7% | 27,871 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +39.5% | 28,338 | $3.3M |
| GeoWealth Management, LLC | 0.12% | Reduce -8.2% | 27,252 | $3.3M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -5.3% | 26,815 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -6.8% | 26,525 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.2% | 26,489 | $3.2M |
| Pennsylvania Capital Management Inc. | 0.91% | Reduce -0.4% | 26,202 | $3.2M |
| Franklin Resources Inc. | 0.00% | No change | 25,218 | $3.1M |
| Lido Advisors, LLC | 0.01% | Reduce -13.4% | 25,026 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -13.9% | 25,005 | $3.0M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -0.2% | 22,476 | $3.0M |
| Gibson Capital, LLC | 0.56% | Reduce -0.1% | 24,717 | $3.0M |
| Accredited Investors Inc. | 0.16% | Add +1.8% | 24,716 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +12.3% | 24,544 | $3.0M |
| Creekside Partners | 1.22% | Reduce -0.7% | 24,517 | $3.0M |
| Wealthcare Capital Management LLC | 0.29% | Reduce -4.7% | 24,189 | $2.9M |
| Compass Financial Group, Inc. (Ohio) | 2.09% | Reduce -10.2% | 23,618 | $2.9M |
| Sapient Capital LLC | 0.04% | No change | 23,380 | $2.8M |
| Stanich Group LLC | 2.14% | Reduce -0.3% | 23,151 | $2.8M |
| Eley Financial Management, Inc | 1.01% | Add +1.9% | 23,139 | $2.8M |
| Quantinno Capital Management LP | 0.00% | Add +368.7% | 23,106 | $2.8M |
| Topel & Distasi Wealth Management, LLC | 1.42% | Reduce -7.0% | 22,655 | $2.7M |
| Sharkey, Howes & Javer | 0.36% | Reduce -10.2% | 22,291 | $2.7M |
| Evergreen Capital Management LLC | 0.06% | Add +0.1% | 22,037 | $2.7M |
| Schneider Downs Wealth Management Advisors, LP | 0.29% | No change | 21,863 | $2.6M |
| Allworth Financial LP | 0.01% | Reduce -0.6% | 21,452 | $2.6M |
| Keybank National Association | 0.01% | Add +0.9% | 21,258 | $2.6M |
| Brown Advisory Inc. | 0.00% | Add +239.4% | 21,240 | $2.6M |
| Fingerlakes Wealth Management, Inc. | 1.70% | Add +5.2% | 21,175 | $2.6M |
| Altfest L J & Co. Inc. | 0.27% | Reduce -0.9% | 21,174 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -8.7% | 20,396 | $2.5M |
| BigSur Wealth Management LLC | 0.68% | No change | 20,000 | $2.4M |
| Modern Wealth Management, LLC | 0.04% | Reduce -3.5% | 19,617 | $2.4M |
| HB Wealth Management, LLC | 0.02% | Add +0.5% | 19,330 | $2.3M |
| Boston Trust Walden Corp | 0.02% | No change | 19,003 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | No change | 18,986 | $2.3M |
| Arlington Financial Advisors, LLC | 0.33% | Reduce -0.7% | 18,970 | $2.3M |
| Shepherd Financial Partners LLC | 0.22% | Add +0.0% | 18,877 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.0% | 18,606 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.11% | Reduce -8.3% | 18,584 | $2.3M |
| Allodium Investment Consultants, LLC | 1.08% | Reduce -3.1% | 18,531 | $2.2M |
| Snowden Capital Advisors LLC | 0.06% | Add +1.3% | 18,305 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | No change | 18,053 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +333.9% | 18,001 | $2.2M |
| SigFig Wealth Management, LLC | 0.06% | Reduce -8.4% | 17,946 | $2.2M |
| Revolve Wealth Partners, LLC | 0.28% | Reduce -1.0% | 17,809 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Add +1.6% | 17,678 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.64% | Reduce -9.9% | 17,238 | $2.1M |
| Bangor Savings Bank | 0.17% | Reduce -30.4% | 17,200 | $2.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +8.4% | 16,314 | $2.0M |
| NewEdge Wealth, LLC | 0.02% | Add +0.5% | 16,431 | $2.0M |
| Vicus Capital | 0.14% | Reduce -1.5% | 16,264 | $2.0M |
| Hilltop Holdings Inc. | 0.18% | Reduce -17.1% | 16,028 | $1.9M |
| CX Institutional | 0.06% | Add +4.3% | 15,991 | $1.9M |
| Charter Oak Capital Management, LLC | 0.15% | Reduce -0.6% | 15,555 | $1.9M |
| Davis Wealth Advisors, LLC | 1.56% | Reduce -7.8% | 15,474 | $1.9M |
| Investors Research Corp | 0.35% | Add +0.5% | 15,260 | $1.8M |
| Tempus Wealth Planning, LLC | 0.41% | Add +0.6% | 14,830 | $1.8M |
| Sax Wealth Advisors, LLC | 0.09% | No change | 13,678 | $1.8M |
| Gateway Wealth Partners, LLC | 0.07% | Add +192.9% | 14,462 | $1.8M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -1.0% | 14,412 | $1.7M |
| 1015 Capital Partners, LLC | 1.69% | No change | 14,380 | $1.7M |
| Spire Wealth Management | 0.06% | Reduce -0.2% | 14,329 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +24.4% | 14,326 | $1.7M |
| Financial Insights, Inc. | 0.56% | Reduce -5.2% | 14,151 | $1.7M |
| PFG Advisors | 0.08% | Reduce -4.7% | 13,877 | $1.7M |
| MMBG Investment Advisors Co. | 0.15% | No change | 13,785 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.5% | 13,742 | $1.7M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -0.9% | 13,545 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -39.0% | 13,416 | $1.6M |
| Savvy Advisors, Inc. | 0.04% | Add +14.3% | 13,196 | $1.6M |
| WoodTrust Financial Corp | 0.21% | Add +32.5% | 13,192 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -18.2% | 13,119 | $1.6M |
| Continuum Advisory, LLC | 0.15% | Reduce -0.7% | 13,065 | $1.6M |
| CIBC Bancorp USA Inc. | 0.00% | — | 14,343 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.22% | Add +1.2% | 12,942 | $1.6M |
| Potentia Wealth | 0.58% | Add +7.3% | 12,502 | $1.5M |
| Sovran Advisors, LLC | 0.12% | Add +10.7% | 10,951 | $1.5M |
| WHI TRUST Co LLC | 1.12% | No change | 12,280 | $1.5M |
| Apollon Wealth Management, LLC | 0.02% | Add +7.0% | 12,270 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.10% | No change | 12,173 | $1.5M |
| Sage Financial Group Inc. | 0.10% | Reduce -2.2% | 12,152 | $1.5M |
| Bensler, LLC | 0.15% | Add +11.9% | 12,052 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.27% | Reduce -4.6% | 12,000 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Add +10.1% | 11,764 | $1.4M |
| National Bank of Canada | 0.00% | Reduce -10.8% | 11,477 | $1.4M |
| NorthRock Partners, LLC | 0.02% | Add +0.3% | 11,434 | $1.4M |
| Boston Standard Wealth Management, LLC | 0.23% | Add +0.3% | 11,290 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.1% | 11,367 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +12.6% | 11,320 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +4.8% | 11,292 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +12.3% | 11,267 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -18.2% | 11,028 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.9% | 11,104 | $1.3M |
| MA Private Wealth | 0.22% | No change | 10,849 | $1.3M |
| Mgo One Seven LLC | 0.03% | Reduce -7.8% | 10,689 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -2.0% | 10,442 | $1.3M |
| Great Diamond Partners, LLC | 0.24% | Reduce -4.9% | 10,252 | $1.2M |
| RFG Advisory, LLC | 0.02% | Reduce -5.5% | 10,202 | $1.2M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +24.9% | 10,106 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Reduce -10.4% | 9,888 | $1.2M |
| Main Street Group, LTD | 0.38% | Reduce -1.4% | 9,714 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -7.5% | 9,345 | $1.1M |
| Chilton Investment Co. Inc. | 0.03% | New | 9,202 | $1.1M |
| Regal Investment Advisors LLC | 0.06% | Reduce -10.5% | 9,164 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -11.6% | 9,107 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +3.5% | 9,107 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +6.2% | 9,092 | $1.1M |
| Wealth Management Partners, LLC | 0.31% | Reduce -17.1% | 9,004 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.30% | Reduce -1.3% | 8,943 | $1.1M |
| Decker Retirement Planning Inc. | 0.48% | Add +6.5% | 8,782 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | No change | 8,738 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -8.5% | 8,682 | $1.1M |
| One Capital Management, LLC | 0.03% | Reduce -7.9% | 8,320 | $1.0M |
| Romano Brothers and Company | 0.11% | Reduce -2.8% | 8,310 | $1.0M |
| Hill Island Financial LLC | 0.24% | Add +4.8% | 8,237 | $998K |
| Mather Group, Llc. | 0.01% | Add +7.5% | 8,218 | $996K |
| Diversify Wealth Management, LLC | 0.02% | Add +33.1% | 7,266 | $978K |
| Tred Avon Family Wealth, LLC | 0.32% | No change | 7,949 | $963K |
| Acropolis Investment Management, LLC | 0.04% | Reduce -1.8% | 7,793 | $944K |
| Harbour Investments, Inc. | 0.01% | Add +55.2% | 7,757 | $940K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 7,735 | $937K |
| Citizens Financial Group Inc. | 0.01% | Reduce -5.1% | 7,718 | $935K |
| Citigroup Inc. | 0.00% | Add +1.0% | 7,541 | $914K |
| Atria Investments, Inc | 0.01% | Reduce -2.5% | 7,518 | $911K |
| Gould Asset Management LLC | 0.16% | Add +4.5% | 7,510 | $910K |
| Vontobel Holding Ltd. | 0.00% | No change | 7,478 | $906K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.2% | 7,408 | $898K |
| Harfst & Associates, Inc. | 0.16% | No change | 7,395 | $896K |
| Allred Capital Management, LLC | 0.33% | New | 7,372 | $893K |
| First Horizon Corp. | 0.04% | No change | 7,362 | $892K |
| Acumen Wealth Advisors, LLC | 0.24% | No change | 7,232 | $876K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +88.5% | 7,128 | $864K |
| AlphaCore Capital LLC | 0.02% | Add +0.0% | 7,071 | $857K |
| Hills Bank & Trust Co | 0.04% | No change | 6,938 | $841K |
| QRG Capital Management, Inc. | 0.01% | Reduce -33.2% | 6,915 | $838K |
| Principle Wealth Partners LLC | 0.05% | No change | 6,887 | $835K |
| One Wealth Capital Management, LLC | 0.36% | Reduce -4.9% | 6,134 | $825K |
| Brookstone Capital Management | 0.01% | Add +4.3% | 6,755 | $819K |
| Bar Harbor Wealth Management | 0.05% | New | 6,693 | $811K |
| Wealth Alliance, LLC | 0.08% | Reduce -9.1% | 6,692 | $811K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +2.2% | 5,888 | $797K |
| Old Second National Bank of Aurora | 0.16% | No change | 6,511 | $789K |
| Sigma Planning Corp | 0.02% | Add +0.0% | 6,483 | $786K |
| Halter Ferguson Financial Inc. | 0.17% | No change | 6,469 | $784K |
| VERITY Wealth Advisors | 0.51% | No change | 6,355 | $770K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.0% | 6,302 | $764K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.4% | 6,273 | $760K |
| Elyxium Wealth, LLC | 0.24% | Reduce -0.7% | 6,257 | $758K |
| Midwest Trust Co | 0.01% | Add +5.8% | 6,214 | $753K |
| Golden State Wealth Management, LLC | 0.08% | Add +0.4% | 6,213 | $753K |
| Peak Financial Management, Inc. | 0.19% | Reduce -2.1% | 6,185 | $750K |
| Rollins Financial Advisors, LLC | 0.12% | Add +2.5% | 6,185 | $750K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -0.9% | 6,136 | $744K |
| Lifelong Wealth Advisors, Inc. | 0.20% | Reduce -0.6% | 6,101 | $739K |
| Kesler, Norman & Wride, LLC | 0.13% | Reduce -0.1% | 6,086 | $738K |
| Zevenbergen Capital Investments LLC | 0.02% | No change | 6,075 | $736K |
| First Pacific Financial | 0.09% | Reduce -7.0% | 6,067 | $735K |
| Fortis Capital Management LLC | 0.10% | Add +0.3% | 6,034 | $731K |
| LifePlan Investment Advisors, Inc. | 0.29% | Reduce -7.7% | 6,025 | $730K |
| Keystone Financial Services | 0.21% | Reduce -7.9% | 5,950 | $721K |
| Oarsman Capital, Inc. | 0.09% | Reduce -1.0% | 5,921 | $718K |
| Frisch Financial Group, Inc. | 0.15% | Add +0.3% | 5,905 | $716K |
| Prism Advisors, Inc. | 0.19% | Add +40.8% | 5,902 | $715K |
| Canandaigua National Corp. | 0.06% | — | 5,840 | $708K |
| Destination Wealth Management | 0.02% | Reduce -0.7% | 5,822 | $706K |
| Wealth Analytics Partners, LLC | 0.29% | Reduce -2.7% | 5,790 | $702K |
| Rede Wealth, LLC | 0.25% | Reduce -13.5% | 5,781 | $701K |
| Harbor Asset Planning, Inc. | 0.58% | Add +0.2% | 5,675 | $688K |
| Flow Traders U.S. LLC | 0.02% | New | 5,659 | $686K |
| RCS Financial Planning, LLC | 0.35% | Reduce -8.5% | 5,598 | $678K |
| Montecito Bank & Trust | 0.11% | Reduce -3.5% | 5,598 | $678K |
| Ledyard National Bank | 0.06% | Add +54.1% | 5,584 | $677K |
| Ulland Investment Advisors, LLC | 0.57% | No change | 5,500 | $667K |
| Cadia Private Client LLC | 0.53% | Add +0.3% | 5,435 | $659K |
| Brooklyn FI, LLC | 0.14% | No change | 5,390 | $653K |
| WNY Asset Management, LLC | 0.07% | — | 5,367 | $650K |
| Members Trust Co | 0.02% | No change | 5,349 | $648K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -8.9% | 5,330 | $646K |
| Marathon Wealth Advisors LLC | 0.26% | Add +0.1% | 5,302 | $643K |
| Finley Financial, LLC | 0.30% | No change | 5,290 | $641K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.6% | 4,535 | $641K |
| Compound Planning, Inc. | 0.02% | Add +25.1% | 5,279 | $640K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -3.0% | 5,236 | $635K |
| Theory Financial LLC | 0.22% | Reduce -12.1% | 5,171 | $627K |
| Burns J W & Co. Inc. | 0.07% | No change | 5,150 | $624K |
| S.A. Mason LLC | 0.23% | Reduce -3.4% | 5,149 | $624K |
| Birchwood Financial Partners, Inc. | 0.60% | Add +19.0% | 5,093 | $617K |
| Navigation Group, LLC | 0.14% | — | 5,089 | $617K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +34.4% | 5,048 | $612K |
| Eq LLC | 0.17% | Add +11.3% | 4,991 | $605K |
| WealthShield Partners, LLC | 0.07% | Reduce -4.1% | 4,973 | $603K |
| CoreCap Advisors, LLC | 0.02% | Add +1.2% | 4,943 | $602K |
| Godfrey Financial Associates, Inc. | 0.52% | Reduce -18.5% | 4,955 | $600K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -2.9% | 4,822 | $584K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.1% | 4,806 | $582K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -12.7% | 4,795 | $581K |
| Milestone Investment Advisors LLC | 0.14% | Add +5.0% | 4,694 | $569K |
| Altus Wealth Group LLC | 0.23% | Reduce -4.3% | 4,685 | $568K |
| Cornerstone Planning Group LLC | 0.07% | Add +2103.2% | 4,120 | $561K |
| Bigelow Investment Advisors, LLC | 0.22% | Reduce -10.4% | 4,626 | $561K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.06% | Reduce -9.6% | 4,603 | $558K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,572 | $554K |
| Magnus Financial Group LLC | 0.05% | Reduce -10.6% | 4,564 | $553K |
| Contango Wealth Management LLC | 0.65% | Add +54.6% | 4,562 | $553K |
| Deutsche Bank AG | 0.00% | No change | 4,550 | $551K |
| West Financial Advisors, LLC | 0.09% | Reduce -0.7% | 4,539 | $550K |
| Flputnam Investment Management Co. | 0.01% | No change | 4,529 | $549K |
| Johnson Bixby & Associates, LLC | 0.07% | Add +0.5% | 4,498 | $545K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,464 | $541K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 4,392 | $532K |
| Trustmark Bank Trust Department | 0.03% | No change | 4,372 | $530K |
| Envision Financial LLC | 0.28% | New | 4,370 | $530K |
| LWM Advisors Inc. | 0.46% | No change | 4,352 | $527K |
| SK Wealth Management, LLC | 0.15% | Add +0.1% | 4,281 | $526K |
| Parsons Capital Management Inc. | 0.02% | No change | 4,327 | $524K |
| Hilltop Partners LLC | 0.13% | Reduce -0.5% | 4,319 | $523K |
| Evergreen Wealth Partners LLC | 0.40% | Add +36.8% | 4,279 | $519K |
| OneDigital Investment Advisors LLC | 0.01% | Add +18.7% | 4,252 | $515K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -5.9% | 4,212 | $510K |
| Wesbanco Bank Inc. | 0.01% | Add +0.7% | 4,201 | $509K |
| HM Payson & Co. | 0.01% | No change | 4,200 | $509K |
| Hoxton Planning & Management, LLC | 0.15% | Reduce -0.1% | 4,055 | $491K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,028 | $488K |
| Rockingstone Advisors LLC | 0.22% | No change | 3,991 | $484K |
| Addison Advisors LLC | 0.11% | No change | 3,953 | $479K |
| MainStreet Investment Advisors LLC | 0.07% | Reduce -74.0% | 3,942 | $478K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -73.3% | 3,942 | $478K |
| NBT Bank, N.A. | 0.03% | Add +2951.2% | 3,936 | $477K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,928 | $476K |
| Hengehold Capital Management LLC | 0.04% | Add +0.3% | 3,897 | $472K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -5.5% | 3,888 | $471K |
| Rossmore Private Capital | 0.04% | Add +0.0% | 3,868 | $469K |
| Carret Asset Management, LLC | 0.05% | Reduce -32.1% | 3,800 | $461K |
| Mission Creek Capital Partners, Inc. | 0.09% | Reduce -13.2% | 3,798 | $460K |
| Oregon Pacific Wealth Management, LLC | 0.48% | Reduce -10.4% | 3,773 | $457K |
| West Wealth Group, LLC | 0.09% | Add +0.5% | 3,769 | $457K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 3,754 | $455K |
| Verus Capital Partners, LLC | 0.03% | Add +7.9% | 3,747 | $454K |
| Onyx Bridge Wealth Group LLC | 0.05% | No change | 3,746 | $454K |
| Argent Trust Co | 0.02% | No change | 3,744 | $454K |
| TrinityBridge Ltd | 0.01% | No change | 3,715 | $450K |
| Becker Capital Management Inc. | 0.01% | New | 3,709 | $449K |
| Panoramic Investment Advisors, LLC | 0.24% | Add +84.6% | 3,701 | $449K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -6.4% | 3,369 | $448K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3595.0% | 3,695 | $448K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -13.9% | 3,688 | $447K |
| Arkadios Wealth Advisors | 0.01% | Add +0.4% | 3,643 | $441K |
| MBE Wealth Management, LLC | 0.18% | Reduce -0.9% | 3,592 | $435K |
| Tennessee Valley Asset Management Partners | 0.06% | Add +2.7% | 3,587 | $435K |
| Well Done, LLC | 0.06% | Add +62.5% | 3,527 | $427K |
| Myecfo, LLC | 0.18% | Add +2.0% | 3,500 | $424K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -2.1% | 3,457 | $419K |
| Brooklyn Investment Group | 0.01% | No change | 3,410 | $413K |
| Beacon Financial Group | 0.04% | Add +7.0% | 3,408 | $413K |
| W.H. Cornerstone Investments Inc. | 0.26% | Reduce -5.1% | 3,402 | $412K |
| KFA Private Wealth Group, LLC | 0.10% | Add +0.2% | 3,394 | $411K |
| TrustBank | 0.16% | No change | 3,354 | $406K |
| Sage Financial Management Group, Inc. | 0.12% | Add +9.8% | 3,326 | $403K |
| Capital Analysts, LLC | 0.01% | Reduce -10.2% | 3,313 | $402K |
| Bison Wealth, LLC | 0.04% | No change | 2,846 | $402K |
| Essential Planning, LLC. | 0.13% | Add +0.0% | 3,317 | $402K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +2.3% | 3,299 | $400K |
| Spectrum Planning & Advisory Services Inc. | 0.20% | Reduce -5.8% | 3,279 | $397K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | No change | 3,276 | $397K |
| Landaas & Co. /Wi | 0.09% | Add +0.2% | 3,273 | $397K |
| Hilltop Wealth Advisors, LLC | 0.24% | No change | 3,268 | $396K |
| JNBA Financial Advisors | 0.03% | Add +0.7% | 3,264 | $396K |
| Strategic Blueprint, LLC | 0.02% | Reduce -5.8% | 3,241 | $393K |
| First Foundation Advisors | 0.02% | No change | 3,233 | $392K |
| Wealthgarden F.S. LLC | 0.27% | Reduce -10.1% | 3,218 | $390K |
| Oxler Private Wealth LLC | 0.12% | Add +0.3% | 3,205 | $388K |
| YANKCOM Partnership | 0.16% | No change | 3,203 | $388K |
| Arax Advisory Partners | 0.01% | Reduce -13.1% | 3,200 | $388K |
| May Hill Capital, LLC | 0.10% | No change | 3,197 | $387K |
| Curi Capital, LLC | 0.01% | Add +55.4% | 3,165 | $384K |
| MRA Advisory Group | 0.15% | Add +1.3% | 3,127 | $379K |
| StoneX Group Inc. | 0.02% | Add +95.1% | 3,119 | $378K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -39.5% | 3,080 | $373K |
| WBH Advisory Inc. | 0.03% | Reduce -8.6% | 3,038 | $371K |
| SVB Wealth LLC | 0.02% | Reduce -27.0% | 3,048 | $369K |
| GenTrust, LLC | 0.02% | No change | 3,037 | $368K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -2.0% | 3,027 | $367K |
| Blue Zone Wealth Advisors, LLC | 0.07% | No change | 3,026 | $367K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -3.9% | 3,024 | $366K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 3,000 | $364K |
| Mission Wealth Management, LP | 0.01% | Reduce -5.4% | 2,964 | $359K |
| Erickson Financial Group, LLC | 0.22% | Add +0.3% | 2,941 | $356K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -9.2% | 2,935 | $356K |
| Maia Wealth LLC | 0.06% | Reduce -28.4% | 2,928 | $355K |
| Trilogy Capital Inc. | 0.02% | Add +6.2% | 2,924 | $354K |
| Traveka Wealth, LLC | 0.14% | Reduce -7.0% | 2,923 | $354K |
| Cypress Wealth Services, LLC | 0.05% | Add +12.7% | 2,912 | $353K |
| Somerset Group LLC | 0.26% | Add +3.3% | 2,615 | $349K |
| Bradley & Co. Private Wealth Management, LLC | 0.18% | No change | 2,871 | $348K |
| Goldstein Advisors, LLC | 0.04% | Reduce -3.1% | 2,871 | $348K |
| Centurion Wealth Management LLC | 0.08% | Add +2.4% | 2,870 | $348K |
| Ascent Group, LLC | 0.01% | Reduce -11.1% | 2,868 | $348K |
| Sage Capital Management, LLC | 0.16% | No change | 2,835 | $344K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.9% | 2,803 | $340K |
| Wilson & Boucher Capital Management, LLC | 0.23% | No change | 2,800 | $339K |
| Arbor Investment Advisors, LLC | 0.04% | Add +0.0% | 2,780 | $337K |
| Allstreet Capital Advisors LLC | 0.25% | No change | 2,766 | $335K |
| BIP Wealth, LLC | 0.01% | Reduce -60.9% | 2,765 | $335K |
| Fielder Capital Group LLC | 0.07% | No change | 2,759 | $334K |
| Beacon Financial Advisory LLC | 0.07% | Add +0.7% | 2,733 | $331K |
| GC Wealth Management RIA, LLC | 0.01% | Add +12.8% | 2,715 | $329K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 2,709 | $328K |
| Avior Wealth Management, LLC | 0.01% | Add +37.9% | 2,683 | $325K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -0.6% | 2,679 | $325K |
| Wealth Management Associates, Inc. | 0.11% | No change | 2,634 | $319K |
| Urban Wealth Management, LLC | 0.32% | Reduce -5.0% | 2,619 | $317K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.5% | 2,608 | $316K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -7.5% | 2,574 | $312K |
| Bedminster, LLC | 0.29% | No change | 2,570 | $311K |
| Keel Point, LLC | 0.02% | No change | 2,564 | $311K |
| JB Capital LLC | 0.01% | Reduce -14.6% | 2,560 | $310K |
| Vise Technologies, Inc. | 0.01% | No change | 2,394 | $308K |
| ASL Financial, LLC | 0.24% | No change | 2,500 | $303K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 2,500 | $303K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,500 | $303K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,402 | $303K |
| DDFG, Inc | 0.06% | No change | 2,469 | $299K |
| BlackRock, Inc. | 0.00% | Add +208.6% | 2,447 | $297K |
| Richmond Investment Services, LLC | 0.05% | Reduce -8.9% | 2,398 | $291K |
| AE Wealth Management LLC | 0.00% | Reduce -23.9% | 2,382 | $289K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -14.5% | 2,377 | $288K |
| MAI Capital Management | 0.00% | Reduce -21.7% | 2,377 | $288K |
| Brown Financial Advisors | 0.11% | Add +2.3% | 2,352 | $285K |
| Blume Capital Management, Inc. | 0.05% | No change | 2,350 | $285K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 2,328 | $282K |
| Endeavor Private Wealth, Inc. | 0.08% | Add +40.7% | 2,320 | $281K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.9% | 2,318 | $281K |
| Pinnacle Associates Ltd. | 0.00% | No change | 2,301 | $279K |
| Northland Securities, Inc. | 0.27% | No change | 2,297 | $278K |
| New Covenant Trust Company, N.A. | 0.24% | No change | 2,256 | $273K |
| Financial Planning Hawaii, Inc. | 0.16% | Reduce -1.9% | 2,232 | $270K |
| M&T Bank Corp | 0.00% | No change | 2,232 | $270K |
| Old National Bancorp | 0.00% | Reduce -7.5% | 2,207 | $267K |
| Concord Wealth Partners | 0.03% | Reduce -1.4% | 2,194 | $266K |
| CRA Financial Services, LLC | 0.03% | No change | 2,193 | $266K |
| Rossby Financial, LCC | 0.06% | Add +18.4% | 2,167 | $265K |
| Kestra Investment Management, LLC | 0.00% | Reduce -8.2% | 2,171 | $263K |
| Prentiss Smith & Co. Inc. | 0.15% | No change | 2,168 | $263K |
| Weaver Consulting Group | 0.06% | No change | 2,160 | $262K |
| Snider Financial Group | 0.08% | Add +19.1% | 2,155 | $261K |
| Howe & Rusling Inc. | 0.02% | Add +0.4% | 2,122 | $257K |
| Braun-Bostich & Associates Inc. | 0.16% | Reduce -7.3% | 2,110 | $256K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.2% | 2,094 | $254K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,090 | $253K |
| Elmwood Wealth Management, Inc. | 0.07% | No change | 2,074 | $251K |
| 4Thought Financial Group Inc. | 0.12% | Add +2.9% | 2,061 | $250K |
| Buttonwood Financial Group, LLC | 0.15% | Reduce -19.4% | 2,045 | $248K |
| Koenig Investment Advisory, LLC | 0.21% | Add +3.5% | 2,044 | $248K |
| Ridgecrest Wealth Partners, LLC | 0.14% | No change | 2,038 | $247K |
| Old Port Advisors | 0.06% | Reduce -3.5% | 2,037 | $247K |
| Concord Asset Management, LLC | 0.04% | Add +14.0% | 2,030 | $246K |
| Evoke Wealth, LLC | 0.00% | No change | 2,005 | $243K |
| Uptick Partners, LLC | 0.05% | Add +8.6% | 2,003 | $243K |
| Marco Investment Management LLC | 0.02% | No change | 2,000 | $242K |
| Banco Santander, S.A. | 0.00% | No change | 2,000 | $242K |
| Tilson Financial Group, Inc. | 0.07% | No change | 1,998 | $242K |
| Figure 8 Investment Strategies LLC | 0.24% | Reduce -6.4% | 1,990 | $241K |
| Compton Financial Group, LLC | 0.05% | No change | 1,970 | $239K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.7% | 1,965 | $238K |
| JSF Financial, LLC | 0.05% | Add +4.4% | 1,960 | $238K |
| Vericrest Private Wealth | 0.21% | No change | 1,954 | $237K |
| Smith & Howard Wealth Management, LLC | 0.05% | Reduce -1.7% | 1,950 | $236K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -5.0% | 1,917 | $232K |
| Smithfield Trust Co | 0.01% | Add +87.3% | 1,920 | $232K |
| Darden Wealth Group Inc | 0.12% | No change | 1,907 | $231K |
| TSG Advice Partners, LLC | 0.03% | Add +7.3% | 1,893 | $229K |
| Ascentis Independent Advisors | 0.02% | Reduce -7.3% | 1,887 | $229K |
| Cove Private Wealth, LLC | 0.05% | No change | 1,866 | $226K |
| Frederick Financial Consultants, LLC | 0.11% | No change | 1,864 | $226K |
| GTS Financial, LLC | 0.18% | — | 2,205 | $226K |
| Capital Advantage, Inc. | 0.03% | No change | 1,861 | $226K |
| Hopwood Nicholas Hunter | 0.07% | Reduce -6.2% | 1,858 | $225K |
| Savant Capital, LLC | 0.00% | Add +1.8% | 1,857 | $225K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -5.2% | 1,655 | $221K |
| Creative Capital Management Investments LLC | 0.06% | No change | 1,819 | $220K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Reduce -3.9% | 1,811 | $219K |
| Advyzon Investment Management, LLC | 0.02% | New | 1,800 | $218K |
| Colorado Capital Management, Inc. | 0.08% | No change | 1,798 | $218K |
| Diversified Trust Co. | 0.00% | Reduce -1.8% | 1,792 | $217K |
| Wrapmanager Inc. | 0.07% | Reduce -12.3% | 1,769 | $214K |
| Basepoint Wealth LLC | 0.12% | Add +0.1% | 1,764 | $214K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | No change | 1,762 | $214K |
| Olde Wealth Management, LLC | 0.07% | No change | 1,750 | $212K |
| Mutual Advisors, LLC | 0.00% | Add +0.2% | 1,747 | $212K |
| Cibc World Market Inc. | 0.00% | Reduce -4.7% | 1,733 | $210K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -37.5% | 1,774 | $208K |
| Roof Eidam Maycock Peralta, LLC | 0.05% | Reduce -17.1% | 1,700 | $206K |
| Ritholtz Wealth Management | 0.00% | Reduce -30.5% | 1,673 | $203K |
| Hollencrest Capital Management | 0.01% | Add +42.4% | 1,667 | $202K |
| Capital Advisors Wealth Management, LLC | 0.03% | Add +0.1% | 1,659 | $201K |
| Matrix Private Capital Group LLC | 0.10% | No change | 1,640 | $199K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,548 | $188K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 1,488 | $180K |
| Clearstead Trust, LLC | 0.03% | No change | 1,403 | $170K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -13.8% | 1,376 | $167K |
| MCF Advisors LLC | 0.01% | New | 1,371 | $166K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,355 | $164K |
| KBC Group NV | 0.00% | Reduce -59.0% | 1,239 | $150K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,230 | $149K |
| Rogco, LP | 0.05% | Reduce -84.5% | 1,226 | $149K |
| Caldwell Trust Co | 0.01% | No change | 1,200 | $145K |
| Bessemer Group Inc. | 0.00% | Reduce -36.2% | 1,200 | $145K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,186 | $144K |
| TD Capital Management LLC | 0.01% | Reduce -2.6% | 1,151 | $140K |
| Ancora Advisors LLC | 0.00% | No change | 1,150 | $139K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,134 | $137K |
| Financial Perspectives, Inc | 0.04% | Add +0.3% | 1,089 | $132K |
| Portfolio Resources Advisor Group, Inc. | 0.12% | Reduce -4.8% | 1,000 | $121K |
| Tiaa Trust, National Association | 0.01% | Reduce -76.5% | 1,000 | $121K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 960 | $116K |
| Abound Financial, LLC | 0.05% | No change | 944 | $114K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +5.1% | 911 | $110K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 883 | $107K |
| Scarborough Advisors, LLC | 0.01% | New | 850 | $103K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +381.3% | 847 | $103K |
| Creative Financial Designs Inc. | 0.01% | Add +3.4% | 757 | $92K |
| Asset Dedication, LLC | 0.01% | Add +90.9% | 733 | $89K |
| McIlrath & Eck, LLC | 0.01% | Add +4.1% | 730 | $88K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 700 | $85K |
| Larson Financial Group LLC | 0.00% | Reduce -27.8% | 695 | $84K |
| Evolution Wealth Management Inc. | 0.06% | Add +0.9% | 657 | $80K |
| Pittenger & Anderson Inc. | 0.00% | No change | 645 | $78K |
| Triumph Capital Management | 0.02% | Add +1.8% | 624 | $76K |
| Private Trust Co. NA | 0.01% | No change | 606 | $73K |
| Clearstead Advisors, LLC | 0.00% | No change | 572 | $69K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -2.3% | 551 | $67K |
| Salomon & Ludwin, LLC | 0.01% | Add +14.1% | 541 | $66K |
| Adirondack Trust Co. | 0.02% | Reduce -26.6% | 539 | $65K |
| Bank of New Hampshire | 0.01% | No change | 510 | $62K |
| Colonial Trust Advisors | 0.00% | No change | 500 | $61K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 461 | $56K |
| JDM Financial Group LLC | 0.02% | New | 445 | $54K |
| IFP Advisors, Inc | 0.00% | Add +60.3% | 444 | $54K |
| Parallel Advisors, LLC | 0.00% | Reduce -10.1% | 443 | $54K |
| Hantz Financial Services, Inc. | 0.00% | No change | 413 | $50K |
| Hamrick Investment Counsel, llc | 0.03% | No change | 400 | $48K |
| Vanguard Advisers Inc. | 0.00% | — | 380 | $46K |
| Quadrant Capital Group LLC | 0.00% | No change | 380 | $46K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 358 | $43K |
| Eastern Bank | 0.00% | No change | 356 | $43K |
| EFG International AG | 0.00% | New | 340 | $41K |
| Investors Portfolio Services LLC | 0.04% | Add +0.3% | 316 | $38K |
| Archer Investment Corp | 0.01% | No change | 304 | $37K |
| Financial Life Planners | 0.03% | New | 300 | $36K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 296 | $36K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -54.7% | 297 | $36K |
| Ameriflex Group, Inc. | 0.02% | Reduce -9.7% | 271 | $33K |
| Legacies Wealth LLC | 0.02% | Reduce -32.8% | 256 | $31K |
| Meramec Financial Planners, LLC | 0.01% | Add +0.5% | 211 | $28K |
| Millstone Evans Group, LLC | 0.02% | No change | 220 | $27K |
| Copia Wealth Management | 0.02% | No change | 210 | $25K |
| Kilter Group LLC | 0.01% | Reduce -2.8% | 206 | $25K |
| Kennebec Savings Bank | 0.02% | No change | 189 | $23K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $22K |
| CVA Family Office, LLC | 0.00% | No change | 158 | $19K |
| Vision Retirement, LLC | 0.01% | No change | 157 | $19K |
| Signaturefd, LLC | 0.00% | No change | 152 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $18K |
| CENTRAL TRUST Co | 0.00% | No change | 146 | $18K |
| Ballast Advisors LLC | 0.00% | No change | 137 | $17K |
| Evermay Wealth Management LLC | 0.00% | No change | 130 | $16K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 125 | $15K |
| Sunrise Financial Services, LLC | 0.01% | Reduce -93.7% | 118 | $14K |
| Hanson & Doremus Investment Management | 0.00% | No change | 105 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 96 | $12K |
| Founders Capital Management | 0.01% | No change | 89 | $11K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.3% | 83 | $10K |
| Glenmede Trust Co. NA | 0.00% | Reduce -85.8% | 75 | $9K |
| Strategic Advisory Partners, LLC | 0.01% | New | 57 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 55 | $7K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 55 | $6K |
| Lodestone Wealth Management LLC | 0.00% | No change | 50 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 50 | $6K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 42 | $5K |
| International Assets Investment Management, LLC | 0.00% | Reduce -63.9% | 30 | $4K |
| Key Capital Management, INC | 0.00% | No change | 26 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 24 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 20 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Add +25.0% | 20 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 16 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +30.0% | 13 | $2K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| American Capital Advisory, LLC | 0.00% | Reduce -33.3% | 6 | $728 |
| Abound Wealth Management | 0.00% | New | 4 | $526 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $122 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 1 | $121 |
"% 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.