iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q2 2026 (June 30)637holders +42
58new positions
18sold out
2famous investors
$142.38avg. 13F price*
At the end of Q2 2026, 637 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 42 from Q1 2026. 58 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($602.6M), Envestnet Asset Management Inc. ($248.0M) and Bank of America Corp. ($200.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $25.1M |
| Exits | 18 | $11.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,005,538 shares bought and 766,560 shares sold, net +238,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 637 holders
| Morgan Stanley | 0.03% | Add +6.5% | 4,231,965 | $602.6M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -1.8% | 1,741,833 | $248.0M |
| Bank of America Corp. | 0.01% | Reduce -5.7% | 1,405,229 | $200.1M |
| LPL Financial LLC | 0.04% | Reduce -0.3% | 1,229,365 | $175.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.9% | 1,193,065 | $169.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.8% | 1,156,395 | $163.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.5% | 797,286 | $117.1M |
| IMA Advisory Services, Inc. | 3.95% | Add +7.8% | 444,726 | $63.0M |
| UBS Group AG | 0.01% | Reduce -2.1% | 407,533 | $58.0M |
| Betterment LLC | 0.08% | Reduce -3.4% | 337,922 | $48.1M |
| Mariner, LLC | 0.05% | Add +0.4% | 335,917 | $47.8M |
| US Bancorp \de | 0.05% | Reduce -0.1% | 322,658 | $45.9M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -2.2% | 318,940 | $45.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +0.6% | 302,319 | $43.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.0% | 298,963 | $42.6M |
| Sei Investments Co. | 0.04% | Reduce -0.9% | 280,073 | $39.9M |
| Northstar Asset Management Inc. | 11.68% | Add +31.9% | 279,901 | $39.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.5% | 227,210 | $32.4M |
| Global Retirement Partners, LLC | 0.48% | — | 221,547 | $31.5M |
| Wells Fargo & Company | 0.01% | Reduce -3.1% | 214,635 | $30.6M |
| Creative Planning | 0.02% | Reduce -2.5% | 210,927 | $30.0M |
| Cetera Investment Advisers | 0.03% | Add +0.6% | 204,758 | $29.2M |
| Captrust Financial Advisors | 0.04% | Add +1.9% | 177,439 | $25.3M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 176,795 | $25.2M |
| Osaic Holdings, Inc. | 0.03% | Add +35.9% | 174,483 | $24.8M |
| Cerity Partners LLC | 0.03% | Reduce -0.0% | 163,637 | $23.3M |
| Park Avenue Securities LLC | 0.15% | Reduce -2.1% | 163,472 | $23.3M |
| Royal Bank of Canada | 0.00% | Reduce -9.1% | 160,692 | $22.9M |
| Truist Financial Corp. | 0.03% | Add +0.2% | 157,186 | $22.4M |
| National Philanthropic Trust | 0.31% | Reduce -9.5% | 148,426 | $21.1M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +0.7% | 146,353 | $20.8M |
| Ameritas Advisory Services, LLC | 0.42% | Add +53.0% | 146,299 | $20.8M |
| Gemmer Asset Management LLC | 1.33% | Add +0.6% | 139,453 | $19.9M |
| Focus Partners Wealth | 0.02% | Add +0.5% | 137,461 | $19.6M |
| Fiduciary Trust Co | 0.20% | Reduce -5.5% | 129,159 | $18.4M |
| Manchester Capital Management LLC | 2.38% | Reduce -4.8% | 128,700 | $18.3M |
| Johnson Financial Group, Inc. | 0.52% | Reduce -1.8% | 111,675 | $15.9M |
| MML Investors Services, LLC | 0.03% | Add +16.5% | 103,448 | $14.7M |
| PFG Investments, LLC | 0.54% | Add +1.8% | 97,760 | $13.9M |
| HighTower Advisors, LLC | 0.01% | Add +4.4% | 96,438 | $13.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +41.8% | 94,728 | $13.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +10.9% | 93,250 | $13.3M |
| Francis Financial, Inc. | 2.11% | Reduce -1.2% | 90,492 | $12.9M |
| Natural Investments, LLC | 2.77% | Reduce -9.6% | 88,429 | $12.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -4.7% | 85,793 | $12.2M |
| Mascoma Wealth Management LLC | 2.02% | Add +5.4% | 76,421 | $10.9M |
| Trillium Asset Management, LLC | 0.31% | Reduce -46.6% | 70,793 | $10.1M |
| Fifth Third Bancorp | 0.02% | Reduce -0.1% | 70,077 | $10.0M |
| SCS Capital Management LLC | 0.09% | No change | 69,138 | $9.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.5% | 68,173 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.1% | 66,537 | $9.5M |
| Bank of Montreal | 0.00% | Add +0.6% | 64,692 | $9.2M |
| Composition Wealth, LLC | 0.11% | Reduce -10.8% | 63,094 | $9.0M |
| Brio Consultants, LLC | 1.04% | Reduce -0.6% | 62,504 | $8.9M |
| St Germain D J Co. Inc. | 0.32% | Add +1.6% | 62,499 | $8.9M |
| Allianz SE | 0.09% | Add +6.7% | 61,222 | $8.7M |
| Strategic Point Investment Advisors, LLC | 1.06% | Add +1.8% | 57,179 | $8.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +50.5% | 56,840 | $8.1M |
| Perigon Wealth Management, LLC | 0.13% | Add +2.1% | 56,065 | $8.0M |
| Aspiriant, LLC | 0.19% | Add +0.3% | 54,986 | $7.8M |
| Headinvest, LLC | 1.46% | Reduce -0.3% | 54,789 | $7.8M |
| Advisory Services Network, LLC | 0.09% | Reduce -10.1% | 54,735 | $7.8M |
| Choreo, LLC | 0.08% | Reduce -3.5% | 53,521 | $7.6M |
| Sofi Wealth, LLC | 0.30% | Add +21.6% | 52,019 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.7% | 50,722 | $7.2M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +7.3% | 49,560 | $7.1M |
| Stifel Financial Corp. | 0.01% | Reduce -4.7% | 46,578 | $6.6M |
| Gradient Investments LLC | 0.09% | Add +4.0% | 44,958 | $6.4M |
| NewEdge Advisors, LLC | 0.02% | Add +82.7% | 44,834 | $6.4M |
| Dunhill Financial, LLC | 1.30% | Reduce -14.9% | 44,668 | $6.4M |
| Assetmark, Inc. | 0.01% | Reduce -3.9% | 43,915 | $6.3M |
| Gilbert Capital Group, Inc. | 4.14% | Reduce -2.1% | 41,527 | $5.9M |
| Avise Financial Cooperative, Inc. | 4.10% | Reduce -10.0% | 40,390 | $5.8M |
| Columbia Bank | 1.27% | Add +12.5% | 39,864 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +119.4% | 39,487 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +36.4% | 38,643 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -15.6% | 37,363 | $5.3M |
| Wealthfront Advisers LLC | 0.01% | Add +16.8% | 36,839 | $5.2M |
| One Wealth Advisors, LLC | 0.58% | Reduce -0.2% | 36,755 | $5.2M |
| Moment Partners, LLC | 0.93% | Reduce -1.3% | 36,426 | $5.2M |
| Neumann Capital Management, LLC | 3.32% | Reduce -0.6% | 35,201 | $5.0M |
| Diversified Enterprises, LLC | 0.24% | Reduce -1.0% | 35,137 | $5.0M |
| Cranbrook Wealth Management, LLC | 0.92% | Reduce -1.4% | 34,699 | $4.9M |
| McClarren Financial Advisors, Inc. | 2.54% | Add +3.3% | 34,476 | $4.9M |
| GeoWealth Management, LLC | 0.15% | Add +23.4% | 33,636 | $4.8M |
| &partners | 0.02% | Add +0.1% | 33,404 | $4.8M |
| Laurel Wealth Planning LLC | 2.10% | Reduce -2.1% | 33,390 | $4.8M |
| SageView Advisory Group, LLC | 0.15% | Reduce -17.0% | 32,487 | $4.6M |
| Childress Capital Advisors, LLC | 0.75% | Reduce -1.0% | 32,101 | $4.6M |
| Bailard, Inc. | 0.09% | Reduce -0.6% | 31,664 | $4.5M |
| Erste Asset Management GmbH | 0.03% | No change | 36,621 | $4.5M |
| Pennsylvania Capital Management Inc. | 1.13% | Add +18.9% | 31,148 | $4.4M |
| True Blue Financial, LLC | 1.86% | Add +1.4% | 30,923 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +127.1% | 30,473 | $4.4M |
| FMR LLC | 0.00% | Add +5.8% | 30,371 | $4.3M |
| Forbes J M & Co. LLP | 0.33% | Add +0.8% | 29,548 | $4.2M |
| Merit Financial Group, LLC | 0.03% | Add +0.9% | 29,530 | $4.2M |
| Franklin Resources Inc. | 0.00% | Add +15.2% | 29,053 | $4.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -14.6% | 28,901 | $4.1M |
| BBR Partners, LLC | 0.19% | Reduce -3.2% | 28,552 | $4.1M |
| Pitcairn Wealth Advisors LLC | 0.44% | Reduce -0.1% | 28,513 | $4.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.0% | 28,329 | $4.0M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +0.7% | 28,071 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.2% | 27,938 | $4.0M |
| Archer Investment Management, LLC | 1.34% | Reduce -29.5% | 27,556 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.3% | 26,397 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.4% | 26,144 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.49% | Reduce -3.1% | 25,928 | $3.7M |
| Gibson Capital, LLC | 0.58% | Reduce -0.0% | 24,715 | $3.5M |
| Vise Technologies, Inc. | 0.04% | Add +928.2% | 24,616 | $3.5M |
| Wealthcare Capital Management LLC | 0.33% | Add +1.6% | 24,589 | $3.5M |
| Creekside Partners | 1.26% | Reduce -0.1% | 24,488 | $3.5M |
| Eley Financial Management, Inc | 1.12% | Add +5.3% | 24,361 | $3.5M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -11.6% | 23,703 | $3.4M |
| Lido Advisors, LLC | 0.01% | Reduce -5.7% | 23,600 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -5.6% | 23,594 | $3.4M |
| Accredited Investors Inc. | 0.15% | Reduce -4.5% | 23,591 | $3.4M |
| Sapient Capital LLC | 0.04% | No change | 23,380 | $3.3M |
| Quantinno Capital Management LP | 0.00% | Reduce 0.0% | 23,105 | $3.3M |
| Stanich Group LLC | 2.06% | Reduce -0.6% | 23,005 | $3.3M |
| Topel & Distasi Wealth Management, LLC | 1.56% | Add +0.0% | 22,656 | $3.2M |
| Fingerlakes Wealth Management, Inc. | 1.73% | Add +6.7% | 22,588 | $3.2M |
| Compass Financial Group, Inc. (Ohio) | 2.11% | Reduce -6.2% | 22,154 | $3.2M |
| Evergreen Capital Management LLC | 0.06% | Add +0.0% | 22,042 | $3.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.29% | No change | 21,863 | $3.1M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.1% | 22,509 | $3.1M |
| Altfest L J & Co. Inc. | 0.30% | Add +2.1% | 21,630 | $3.1M |
| Allworth Financial LP | 0.01% | Reduce -0.8% | 21,272 | $3.0M |
| Brown Advisory Inc. | 0.00% | Reduce -1.0% | 21,025 | $3.0M |
| Sharkey, Howes & Javer | 0.36% | Reduce -6.1% | 20,930 | $3.0M |
| Keybank National Association | 0.01% | Reduce -2.2% | 20,791 | $3.0M |
| Shepherd Financial Partners LLC | 0.24% | Add +9.6% | 20,685 | $2.9M |
| Blair William & Co. | 0.01% | Add +0.1% | 20,417 | $2.9M |
| Basso Capital Management, L.P. | 0.71% | New | 20,139 | $2.9M |
| BigSur Wealth Management LLC | 0.69% | No change | 20,000 | $2.8M |
| Modern Wealth Management, LLC | 0.03% | Add +0.9% | 19,785 | $2.8M |
| Waverly Advisors, LLC | 0.02% | Add +9.4% | 19,346 | $2.8M |
| HB Wealth Management, LLC | 0.02% | Reduce -0.5% | 19,226 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +2.3% | 19,027 | $2.7M |
| Boston Trust Walden Corp | 0.02% | No change | 19,003 | $2.7M |
| Modera Wealth Management, LLC | 0.03% | No change | 18,986 | $2.7M |
| Arlington Financial Advisors, LLC | 0.34% | Reduce -0.2% | 18,936 | $2.7M |
| Impact Investors, Inc | 1.94% | Reduce -34.4% | 18,603 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.11% | Reduce -0.9% | 18,416 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +2.0% | 18,412 | $2.6M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -4.1% | 17,561 | $2.5M |
| Topsail Wealth Management, LLC | 0.32% | New | 17,504 | $2.5M |
| SigFig Wealth Management, LLC | 0.07% | Reduce -2.3% | 17,526 | $2.5M |
| Revolve Wealth Partners, LLC | 0.25% | Reduce -3.6% | 17,168 | $2.4M |
| Farther Finance Advisors, LLC | 0.02% | Add +2.2% | 16,669 | $2.4M |
| Davis Wealth Advisors, LLC | 1.82% | Add +6.5% | 16,481 | $2.3M |
| Allodium Investment Consultants, LLC | 1.00% | Reduce -11.2% | 16,456 | $2.3M |
| NewEdge Wealth, LLC | 0.02% | Add +0.0% | 16,432 | $2.3M |
| Bangor Savings Bank | 0.17% | Reduce -5.6% | 16,243 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +12.0% | 16,050 | $2.3M |
| Hilltop Holdings Inc. | 0.18% | Reduce -0.6% | 15,928 | $2.3M |
| Colter Lewis Investment Partners LLC | 0.98% | New | 15,515 | $2.2M |
| CIBC Bancorp USA Inc. | 0.00% | Add +4.9% | 15,041 | $2.1M |
| Vicus Capital | 0.14% | Reduce -7.9% | 14,977 | $2.1M |
| CX Institutional | 0.06% | Reduce -6.7% | 14,921 | $2.1M |
| Tempus Wealth Planning, LLC | 0.41% | Reduce -0.7% | 14,726 | $2.1M |
| Investors Research Corp | 0.37% | Reduce -3.7% | 14,694 | $2.1M |
| PFG Advisors | 0.10% | Add +2.8% | 14,270 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +28.2% | 14,238 | $2.0M |
| HRT Financial LP | 0.00% | New | 14,027 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -77.5% | 13,893 | $2.0M |
| Spire Wealth Management | 0.06% | Reduce -3.4% | 13,849 | $2.0M |
| MMBG Investment Advisors Co. | 0.16% | No change | 13,785 | $2.0M |
| Financial Insights, Inc. | 0.53% | Reduce -3.0% | 13,724 | $2.0M |
| 1015 Capital Partners, LLC | 1.62% | Reduce -5.6% | 13,580 | $1.9M |
| Apollon Wealth Management, LLC | 0.02% | Add +10.6% | 13,575 | $1.9M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -0.1% | 13,534 | $1.9M |
| White Lighthouse Investment Management Inc. | 0.24% | Add +2.4% | 13,257 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +1.0% | 13,254 | $1.9M |
| Savvy Advisors, Inc. | 0.04% | Add +0.2% | 13,227 | $1.9M |
| Continuum Advisory, LLC | 0.15% | Reduce -0.8% | 12,958 | $1.8M |
| Citizens Financial Group Inc. | 0.02% | Add +67.3% | 12,909 | $1.8M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -10.7% | 12,865 | $1.8M |
| Great Diamond Partners, LLC | 0.31% | Add +24.2% | 12,736 | $1.8M |
| WHI TRUST Co LLC | 1.13% | No change | 12,280 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +8.1% | 12,175 | $1.7M |
| Clear Harbor Asset Management, LLC | 0.11% | Add +0.0% | 12,174 | $1.7M |
| Sage Financial Group Inc. | 0.10% | Add +0.0% | 12,156 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +33.4% | 12,149 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +6.2% | 12,068 | $1.7M |
| SOA Wealth Advisors, LLC. | 0.29% | Add +0.5% | 12,062 | $1.7M |
| WoodTrust Financial Corp | 0.20% | Reduce -8.8% | 12,029 | $1.7M |
| Bensler, LLC | 0.15% | Reduce -0.6% | 11,975 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.6% | 11,694 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +3.1% | 11,675 | $1.7M |
| Boston Standard Wealth Management, LLC | 0.23% | Add +0.2% | 11,312 | $1.6M |
| Potentia Wealth | 0.66% | Reduce -9.7% | 11,294 | $1.6M |
| National Bank of Canada | 0.00% | Reduce -2.2% | 11,221 | $1.6M |
| Sovran Advisors, LLC | 0.12% | Add +4.3% | 11,417 | $1.6M |
| Sax Wealth Advisors, LLC | 0.06% | Reduce -5.2% | 12,961 | $1.6M |
| Focus Financial Network, Inc. | 0.05% | Add +11.0% | 10,974 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -1.2% | 10,892 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +4.1% | 10,872 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -21.7% | 10,764 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -6.0% | 10,612 | $1.5M |
| NorthRock Partners, LLC | 0.02% | Reduce -8.0% | 10,521 | $1.5M |
| Mgo One Seven LLC | 0.02% | Reduce -3.7% | 10,289 | $1.5M |
| Hill Island Financial LLC | 0.31% | Add +24.5% | 10,254 | $1.5M |
| OpenArc Corporate Advisory, LLC | 0.02% | Reduce -0.1% | 10,100 | $1.4M |
| Decker Retirement Planning Inc. | 0.48% | Add +12.8% | 9,910 | $1.4M |
| RFG Advisory, LLC | 0.02% | Reduce -3.3% | 9,868 | $1.4M |
| Main Street Group, LTD | 0.34% | Reduce -0.8% | 9,634 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.2% | 9,488 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.2% | 9,364 | $1.3M |
| Chilton Investment Co. Inc. | 0.03% | Reduce -0.1% | 9,194 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.2% | 9,072 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.31% | Add +0.0% | 8,945 | $1.3M |
| Regal Investment Advisors LLC | 0.07% | Reduce -2.6% | 8,928 | $1.3M |
| Wealth Management Partners, LLC | 0.29% | Reduce -2.3% | 8,798 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.8% | 8,668 | $1.2M |
| Citigroup Inc. | 0.00% | Add +12.6% | 8,491 | $1.2M |
| MA Private Wealth | 0.18% | Reduce -22.4% | 8,424 | $1.2M |
| Romano Brothers and Company | 0.12% | Reduce -0.9% | 8,235 | $1.2M |
| Mather Group, Llc. | 0.01% | Reduce -0.5% | 8,177 | $1.2M |
| Clean Yield Group | 0.28% | New | 8,000 | $1.1M |
| Tred Avon Family Wealth, LLC | 0.34% | Reduce -0.9% | 7,874 | $1.1M |
| Harbour Investments, Inc. | 0.01% | Add +0.5% | 7,794 | $1.1M |
| Western Wealth Management, LLC | 0.04% | Add +22.2% | 7,665 | $1.1M |
| Acropolis Investment Management, LLC | 0.04% | Reduce -3.4% | 7,528 | $1.1M |
| Bluespring Wealth Management, LLC | 0.02% | New | 7,500 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -0.1% | 8,678 | $1.1M |
| Harfst & Associates, Inc. | 0.16% | No change | 7,395 | $1.1M |
| Allred Capital Management, LLC | 0.34% | No change | 7,372 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.6% | 7,359 | $1.0M |
| Acumen Wealth Advisors, LLC | 0.22% | No change | 7,232 | $1.0M |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -50.0% | 7,228 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Add +4.2% | 7,206 | $1.0M |
| First Horizon Corp. | 0.04% | Reduce -3.3% | 7,116 | $1.0M |
| One Capital Management, LLC | 0.03% | No change | 8,320 | $1.0M |
| BIP Wealth, LLC | 0.03% | Add +155.5% | 7,065 | $1.0M |
| AlphaCore Capital LLC | 0.02% | Reduce -0.2% | 7,059 | $1.0M |
| Flputnam Investment Management Co. | 0.01% | Add +56.7% | 7,098 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +3.2% | 6,970 | $993K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.8% | 6,908 | $984K |
| Principle Wealth Partners LLC | 0.05% | No change | 6,887 | $981K |
| Baird Financial Group, Inc. | 0.00% | Add +9.3% | 6,887 | $981K |
| Hills Bank & Trust Co | 0.04% | Reduce -0.8% | 6,885 | $980K |
| Advisory Solutions Group, LLC | 0.33% | — | 6,827 | $972K |
| Glenmede Trust Co. NA | 0.00% | Add +8937.3% | 6,778 | $965K |
| Wealth Advisory Team LLC | 0.77% | — | 6,645 | $946K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.32% | — | 6,613 | $942K |
| One Wealth Capital Management, LLC | 0.27% | Add +7.1% | 6,569 | $935K |
| Bar Harbor Wealth Management | 0.05% | Reduce -1.9% | 6,564 | $935K |
| Gould Asset Management LLC | 0.15% | Reduce -13.2% | 6,520 | $928K |
| Diversify Advisory Services, LLC | 0.02% | New | 6,747 | $928K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -7.1% | 6,747 | $928K |
| Old Second National Bank of Aurora | 0.17% | No change | 6,511 | $927K |
| Mission Wealth Management, LP | 0.01% | Add +119.4% | 6,502 | $926K |
| Destination Wealth Management | 0.02% | Add +11.5% | 6,489 | $924K |
| Wealth Alliance, LLC | 0.08% | Reduce -3.1% | 6,482 | $923K |
| Halter Ferguson Financial Inc. | 0.15% | No change | 6,469 | $921K |
| Keystone Financial Services | 0.23% | Add +6.8% | 6,355 | $905K |
| VERITY Wealth Advisors | 0.55% | No change | 6,355 | $905K |
| Lifelong Wealth Advisors, Inc. | 0.21% | Add +2.0% | 6,222 | $886K |
| Atria Investments, Inc | 0.01% | Reduce -17.3% | 6,220 | $886K |
| Peak Financial Management, Inc. | 0.20% | Add +0.1% | 6,191 | $882K |
| Rollins Financial Advisors, LLC | 0.12% | No change | 6,185 | $881K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +15.5% | 6,156 | $876K |
| Arax Advisory Partners | 0.01% | Add +91.2% | 6,119 | $871K |
| Zenith Solutions, Inc. | 0.79% | — | 6,096 | $868K |
| Kesler, Norman & Wride, LLC | 0.14% | No change | 6,086 | $867K |
| Zevenbergen Capital Investments LLC | 0.02% | No change | 6,075 | $865K |
| First Pacific Financial | 0.10% | Reduce -0.1% | 6,059 | $863K |
| Fortis Capital Management LLC | 0.10% | Add +0.2% | 6,046 | $861K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -22.1% | 6,027 | $858K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -3.4% | 6,000 | $854K |
| Birchwood Financial Partners, Inc. | 0.70% | Add +17.4% | 5,977 | $851K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -3.3% | 5,932 | $845K |
| Frisch Financial Group, Inc. | 0.14% | Add +0.2% | 5,917 | $843K |
| Canandaigua National Bank & Trust Co. | 0.07% | — | 5,840 | $832K |
| Wealth Analytics Partners, LLC | 0.30% | Reduce -0.5% | 5,763 | $820K |
| Prism Advisors, Inc. | 0.20% | Reduce -2.6% | 5,749 | $819K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.2% | 5,698 | $811K |
| Harbor Asset Planning, Inc. | 0.61% | Add +0.2% | 5,686 | $810K |
| Midwest Trust Co | 0.01% | Reduce -9.1% | 5,651 | $805K |
| Ledyard National Bank | 0.06% | No change | 5,584 | $795K |
| Elyxium Wealth, LLC | 0.08% | Reduce -11.0% | 5,568 | $793K |
| LifePlan Investment Advisors, Inc. | 0.27% | Reduce -8.1% | 5,535 | $788K |
| Renaissance Technologies | 0.00% | New | 5,500 | $783K |
| Cadia Private Client LLC | 0.56% | Add +0.2% | 5,445 | $775K |
| Members Trust Co | 0.02% | No change | 5,349 | $762K |
| RCS Financial Planning, LLC | 0.36% | Reduce -4.9% | 5,324 | $758K |
| Brooklyn FI, LLC | 0.14% | No change | 5,390 | $757K |
| Marathon Wealth Advisors LLC | 0.26% | Add +0.1% | 5,307 | $756K |
| Perennial Investment Advisors, LLC | 0.05% | Add +9.9% | 5,301 | $755K |
| Rede Wealth, LLC | 0.25% | Reduce -8.8% | 5,273 | $751K |
| Compound Planning, Inc. | 0.02% | Reduce -0.3% | 5,262 | $749K |
| Finley Financial, LLC | 0.30% | Reduce -0.6% | 5,260 | $749K |
| Milestone Investment Advisors LLC | 0.16% | Add +11.6% | 5,237 | $746K |
| Kathmere Capital Management, LLC | 0.04% | No change | 5,236 | $746K |
| Burns J W & Co. Inc. | 0.08% | Add +0.7% | 5,185 | $738K |
| S.A. Mason LLC | 0.23% | Add +0.1% | 5,153 | $734K |
| Montecito Bank & Trust | 0.11% | Reduce -8.9% | 5,098 | $726K |
| Navigation Group, LLC | 0.14% | Reduce -0.0% | 5,088 | $725K |
| WNY Asset Management, LLC | 0.06% | Reduce -5.6% | 5,067 | $721K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.2% | 5,038 | $717K |
| Sigma Planning Corp | 0.02% | Reduce -22.6% | 5,017 | $714K |
| Godfrey Financial Associates, Inc. | 0.54% | Reduce -0.1% | 4,951 | $705K |
| CoreCap Advisors, LLC | 0.02% | Add +0.0% | 4,945 | $704K |
| Hoxton Planning & Management, LLC | 0.18% | Add +19.6% | 4,848 | $690K |
| Altus Wealth Group LLC | 0.25% | Add +3.0% | 4,824 | $687K |
| Theory Financial LLC | 0.22% | Reduce -6.7% | 4,823 | $687K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.1% | 4,809 | $685K |
| Hilltop Partners LLC | 0.17% | Add +10.7% | 4,780 | $681K |
| Oarsman Capital, Inc. | 0.07% | Reduce -20.1% | 4,730 | $674K |
| Bridgewater Advisors Inc. | 0.04% | Add +3.0% | 4,669 | $673K |
| Eq LLC | 0.16% | Reduce -7.5% | 4,617 | $657K |
| Bigelow Investment Advisors, LLC | 0.24% | Reduce -0.3% | 4,614 | $657K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,572 | $651K |
| AdvisorNet Financial, Inc | 0.03% | Add +48.3% | 4,566 | $650K |
| Deutsche Bank AG | 0.00% | No change | 4,550 | $648K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -0.4% | 4,478 | $638K |
| Evergreen Wealth Partners LLC | 0.38% | Add +4.3% | 4,465 | $636K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,464 | $636K |
| West Financial Advisors, LLC | 0.10% | Reduce -1.7% | 4,463 | $635K |
| XTX Topco Ltd | 0.01% | New | 4,443 | $633K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.06% | Reduce -3.8% | 4,430 | $631K |
| SK Wealth Management, LLC | 0.14% | Add +0.2% | 4,289 | $631K |
| Magnus Financial Group LLC | 0.04% | Reduce -3.6% | 4,399 | $626K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.3% | 4,392 | $625K |
| MAI Capital Management | 0.00% | Add +84.5% | 4,386 | $625K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,372 | $623K |
| LWM Advisors Inc. | 0.53% | No change | 4,352 | $620K |
| MainStreet Investment Advisors LLC | 0.08% | Add +10.1% | 4,339 | $618K |
| Parsons Capital Management Inc. | 0.03% | No change | 4,327 | $616K |
| Freestone Capital Holdings, LLC | 0.02% | New | 4,298 | $612K |
| Venturi Wealth Management, LLC | 0.02% | Add +1.5% | 4,276 | $609K |
| Cornerstone Planning Group LLC | 0.08% | Add +5.0% | 4,324 | $608K |
| HM Payson & Co. | 0.01% | No change | 4,200 | $598K |
| Wesbanco Bank Inc. | 0.01% | Reduce -2.0% | 4,117 | $586K |
| Capital Analysts, LLC | 0.01% | Add +23.8% | 4,101 | $584K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +2.8% | 4,052 | $577K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -16.7% | 3,995 | $569K |
| Rockingstone Advisors LLC | 0.23% | No change | 3,991 | $568K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +1.7% | 3,955 | $563K |
| KFA Private Wealth Group, LLC | 0.13% | Add +15.8% | 3,929 | $560K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,928 | $559K |
| Hengehold Capital Management LLC | 0.04% | Add +0.2% | 3,905 | $556K |
| Ulland Investment Advisors, LLC | 0.41% | Reduce -29.6% | 3,875 | $552K |
| Rossmore Private Capital | 0.04% | No change | 3,868 | $551K |
| Mission Creek Capital Partners, Inc. | 0.10% | Add +1.6% | 3,858 | $549K |
| Trust Co. of Vermont | 0.02% | — | 3,801 | $541K |
| Carret Asset Management, LLC | 0.05% | No change | 3,800 | $541K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 3,754 | $535K |
| Verus Capital Partners, LLC | 0.03% | Add +0.1% | 3,751 | $534K |
| Onyx Bridge Wealth Group LLC | 0.05% | No change | 3,746 | $533K |
| Argent Trust Co | 0.02% | No change | 3,744 | $533K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 4,392 | $532K |
| TrinityBridge Ltd | 0.01% | No change | 3,715 | $529K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.0% | 3,694 | $526K |
| Landaas & Co. /Wi | 0.10% | Add +12.7% | 3,689 | $525K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 3,668 | $522K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -0.8% | 3,657 | $521K |
| Tennessee Valley Asset Management Partners | 0.06% | Add +0.1% | 3,591 | $511K |
| Oregon Pacific Wealth Management, LLC | 0.48% | Reduce -5.3% | 3,575 | $509K |
| Envision Financial LLC | 0.23% | Reduce -18.4% | 3,567 | $508K |
| West Wealth Group, LLC | 0.08% | Reduce -5.7% | 3,554 | $506K |
| Myecfo, LLC | 0.19% | No change | 3,500 | $498K |
| AE Wealth Management LLC | 0.00% | Add +45.0% | 3,454 | $492K |
| Well Done, LLC | 0.07% | Reduce -2.1% | 3,454 | $492K |
| W.H. Cornerstone Investments Inc. | 0.28% | Add +1.0% | 3,437 | $489K |
| Nuveen, LLC | 0.00% | New | 3,410 | $486K |
| Beacon Financial Group | 0.04% | Reduce -0.5% | 3,392 | $483K |
| Sovereign Financial Group, Inc. | 0.07% | Add +11.5% | 3,372 | $480K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -2.6% | 3,367 | $479K |
| Traveka Wealth, LLC | 0.16% | Add +14.9% | 3,360 | $478K |
| Essential Planning, LLC. | 0.14% | Add +1.3% | 3,360 | $478K |
| Arkadios Wealth Advisors | 0.01% | Reduce -7.8% | 3,357 | $478K |
| TruNorth Capital Management, LLC | 0.08% | New | 3,349 | $477K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 3,299 | $470K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -2.6% | 3,280 | $467K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,280 | $467K |
| Hilltop Wealth Advisors, LLC | 0.23% | No change | 3,268 | $465K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Reduce -0.5% | 3,261 | $464K |
| Ascent Group, LLC | 0.01% | Add +13.3% | 3,251 | $463K |
| Panoramic Investment Advisors, LLC | 0.22% | Reduce -12.2% | 3,250 | $463K |
| JNBA Financial Advisors | 0.04% | Reduce -0.6% | 3,244 | $462K |
| Sage Financial Management Group, Inc. | 0.13% | Reduce -3.3% | 3,218 | $458K |
| YANKCOM Partnership | 0.16% | No change | 3,203 | $456K |
| May Hill Capital, LLC | 0.10% | No change | 3,197 | $455K |
| Curi Capital, LLC | 0.01% | No change | 3,165 | $451K |
| Wealthgarden F.S. LLC | 0.25% | Reduce -2.2% | 3,146 | $448K |
| MBE Wealth Management, LLC | 0.16% | Reduce -12.7% | 3,135 | $446K |
| MRA Advisory Group | 0.16% | No change | 3,127 | $445K |
| TrustBank | 0.15% | Reduce -7.1% | 3,115 | $444K |
| Midland Wealth Advisors, LLC | 0.02% | Add +2.9% | 3,115 | $444K |
| Strategic Blueprint, LLC | 0.02% | Reduce -5.1% | 3,075 | $438K |
| WBH Advisory Inc. | 0.03% | Add +0.5% | 3,052 | $435K |
| GenTrust, LLC | 0.02% | No change | 3,037 | $432K |
| Blue Zone Wealth Advisors, LLC | 0.08% | No change | 3,026 | $431K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 3,000 | $427K |
| Absolute Capital Management, LLC | 0.10% | New | 2,956 | $421K |
| First Foundation Advisors | 0.01% | Reduce -9.3% | 2,933 | $418K |
| Cypress Wealth Services, LLC | 0.05% | No change | 2,912 | $415K |
| Erickson Financial Group, LLC | 0.22% | Reduce -1.1% | 2,910 | $414K |
| Trilogy Capital Inc. | 0.02% | Reduce -0.8% | 2,899 | $413K |
| Bradley & Co. Private Wealth Management, LLC | 0.19% | No change | 2,871 | $409K |
| Maia Wealth LLC | 0.06% | Reduce -2.2% | 2,864 | $408K |
| Bison Wealth, LLC | 0.04% | Add +0.2% | 2,852 | $406K |
| Gen-Wealth Partners Inc | 0.11% | Add +10.4% | 2,843 | $405K |
| Sage Capital Management, LLC | 0.16% | No change | 2,835 | $404K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,832 | $403K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -60.5% | 2,816 | $401K |
| Wilson & Boucher Capital Management, LLC | 0.23% | No change | 2,800 | $399K |
| Arbor Investment Advisors, LLC | 0.04% | Add +0.0% | 2,781 | $396K |
| Allstreet Capital Advisors LLC | 0.26% | No change | 2,766 | $394K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.4% | 2,764 | $393K |
| Fielder Capital Group LLC | 0.09% | No change | 2,759 | $393K |
| Oxler Private Wealth LLC | 0.11% | Reduce -15.9% | 2,696 | $384K |
| Old National Bancorp | 0.01% | Add +22.1% | 2,694 | $384K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.3% | 2,675 | $381K |
| Wealth Management Associates, Inc. | 0.10% | No change | 2,634 | $375K |
| Spectrum Planning & Advisory Services Inc. | 0.17% | Reduce -19.7% | 2,632 | $375K |
| Somerset Group LLC | 0.26% | No change | 2,615 | $374K |
| Goldstein Advisors, LLC | 0.03% | Reduce -9.1% | 2,611 | $372K |
| JB Capital LLC | 0.01% | Add +1.2% | 2,590 | $369K |
| Bedminster, LLC | 0.31% | No change | 2,570 | $366K |
| Keel Point, LLC | 0.02% | No change | 2,564 | $365K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -4.4% | 2,562 | $365K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -6.2% | 2,548 | $363K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -6.1% | 2,544 | $362K |
| Urban Wealth Management, LLC | 0.31% | Reduce -4.0% | 2,514 | $358K |
| ASL Financial, LLC | 0.25% | No change | 2,500 | $356K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 2,500 | $356K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,500 | $356K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -39.0% | 2,459 | $350K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -10.6% | 2,443 | $348K |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 2,435 | $347K |
| DDFG, Inc | 0.07% | Reduce -1.9% | 2,423 | $345K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,402 | $342K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.0% | 2,397 | $341K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +0.2% | 2,382 | $339K |
| Blume Capital Management, Inc. | 0.05% | No change | 2,350 | $335K |
| Trivium Point Advisory, LLC | 0.03% | New | 2,323 | $331K |
| Fiduciary Financial Advisors | 0.03% | New | 2,317 | $330K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.4% | 2,292 | $326K |
| Rossby Financial, LCC | 0.06% | Add +4.7% | 2,269 | $323K |
| New Covenant Trust Company, N.A. | 0.24% | No change | 2,256 | $321K |
| Ethic Inc. | 0.00% | New | 2,246 | $320K |
| Financial Planning Hawaii, Inc. | 0.17% | No change | 2,232 | $318K |
| M&T Bank Corp | 0.00% | No change | 2,232 | $318K |
| Kestra Investment Management, LLC | 0.01% | Add +1.7% | 2,208 | $314K |
| CRA Financial Services, LLC | 0.04% | No change | 2,193 | $312K |
| Endeavor Private Wealth, Inc. | 0.08% | Reduce -5.8% | 2,185 | $311K |
| Prentiss Smith & Co. Inc. | 0.17% | No change | 2,168 | $309K |
| Weaver Consulting Group | 0.06% | No change | 2,160 | $308K |
| Snider Financial Group | 0.08% | No change | 2,155 | $307K |
| Howe & Rusling Inc. | 0.02% | Add +0.1% | 2,124 | $303K |
| Concord Wealth Partners | 0.03% | Reduce -3.5% | 2,118 | $302K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.2% | 2,098 | $299K |
| Elmwood Wealth Management, Inc. | 0.07% | No change | 2,074 | $295K |
| Brown Financial Advisors | 0.10% | Reduce -12.6% | 2,055 | $293K |
| Koenig Investment Advisory, LLC | 0.23% | Add +0.3% | 2,051 | $292K |
| Ni Acquisitions Company, LLC | 0.12% | — | 889 | $291K |
| Braun-Bostich & Associates Inc. | 0.16% | Reduce -3.2% | 2,043 | $291K |
| JSF Financial, LLC | 0.05% | Add +4.0% | 2,039 | $290K |
| Ridgecrest Wealth Partners, LLC | 0.14% | No change | 2,038 | $290K |
| Old Port Advisors | 0.06% | No change | 2,037 | $290K |
| Compton Financial Group, LLC | 0.06% | Add +3.3% | 2,035 | $290K |
| Marco Investment Management LLC | 0.02% | No change | 2,000 | $285K |
| Banco Santander, S.A. | 0.00% | No change | 2,000 | $285K |
| Tilson Financial Group, Inc. | 0.08% | No change | 1,998 | $284K |
| Concord Asset Management, LLC | 0.04% | Reduce -1.7% | 1,995 | $284K |
| Figure 8 Investment Strategies LLC | 0.24% | No change | 1,990 | $283K |
| Insight Wealth Strategies, LLC | 0.03% | Add +1.1% | 1,986 | $282K |
| PW Nova Financial Services LLC | 0.06% | New | 1,981 | $282K |
| Buttonwood Financial Group, LLC | 0.16% | Reduce -3.5% | 1,974 | $281K |
| Ritholtz Wealth Management | 0.00% | Add +18.0% | 1,974 | $281K |
| Vericrest Private Wealth | 0.25% | No change | 1,954 | $278K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +10.8% | 1,952 | $278K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 1,917 | $273K |
| Darden Wealth Group Inc | 0.11% | Add +0.1% | 1,908 | $272K |
| Smithfield Trust Co | 0.01% | Reduce -1.4% | 1,894 | $270K |
| 4Thought Financial Group Inc. | 0.13% | Reduce -8.1% | 1,894 | $270K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -9.6% | 1,890 | $269K |
| TritonPoint Partners, LLC | 0.02% | New | 1,890 | $269K |
| Cove Private Wealth, LLC | 0.05% | No change | 1,866 | $266K |
| Frederick Financial Consultants, LLC | 0.11% | No change | 1,864 | $265K |
| Wedbush Securities Inc. | 0.01% | Reduce -19.8% | 1,859 | $265K |
| Smith & Howard Wealth Management, LLC | 0.05% | Reduce -4.6% | 1,861 | $265K |
| Vantus Wealth LLC | 0.14% | — | 1,859 | $265K |
| Capital Advantage, Inc. | 0.03% | Reduce -0.2% | 1,857 | $264K |
| Savant Capital, LLC | 0.00% | No change | 1,857 | $264K |
| Creative Capital Management Investments LLC | 0.06% | No change | 1,819 | $259K |
| Mutual Advisors, LLC | 0.00% | Add +4.0% | 1,817 | $259K |
| Advyzon Investment Management, LLC | 0.02% | No change | 1,800 | $256K |
| Colorado Capital Management, Inc. | 0.09% | No change | 1,798 | $256K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Reduce -0.8% | 1,796 | $256K |
| Diversified Trust Co. | 0.00% | No change | 1,792 | $255K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +96.3% | 1,788 | $255K |
| Legacy Financial Group LLC | 0.03% | New | 1,777 | $253K |
| Williams Financial, LLC | 0.13% | New | 1,768 | $252K |
| Basepoint Wealth LLC | 0.14% | Add +0.1% | 1,765 | $251K |
| GTS Financial, LLC | 0.18% | Reduce -2.0% | 2,160 | $251K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,774 | $250K |
| Wrapmanager Inc. | 0.08% | Reduce -1.0% | 1,752 | $249K |
| Olde Wealth Management, LLC | 0.07% | No change | 1,750 | $249K |
| Roof Eidam Maycock Peralta, LLC | 0.05% | No change | 1,700 | $242K |
| Centurion Wealth Management LLC | 0.06% | Reduce -41.4% | 1,682 | $240K |
| Hollencrest Capital Management | 0.02% | No change | 1,667 | $237K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 1,660 | $236K |
| Capital Advisors Wealth Management, LLC | 0.03% | Add +0.1% | 1,660 | $236K |
| Northland Securities, Inc. | 0.14% | Reduce -28.3% | 1,647 | $235K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,644 | $234K |
| StoneX Group Inc. | 0.01% | Reduce -47.4% | 1,640 | $234K |
| Howland Capital Management LLC | 0.01% | New | 1,630 | $232K |
| Cibc World Market Inc. | 0.00% | Reduce -6.1% | 1,628 | $232K |
| Russell Investments Group, Ltd. | 0.00% | Add +8040.0% | 1,628 | $232K |
| BLVD Private Wealth, LLC | 0.17% | New | 1,619 | $231K |
| Sequent Planning LLC | 0.05% | New | 1,614 | $230K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -2.3% | 1,617 | $229K |
| Flagship Private Wealth, LLC | 0.08% | New | 1,592 | $227K |
| 1900 Wealth Management LLC | 0.01% | New | 1,584 | $226K |
| Lodestar Private Asset Management LLC | 0.02% | New | 1,560 | $222K |
| Hopwood Nicholas Hunter | 0.06% | Reduce -16.1% | 1,559 | $222K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,548 | $220K |
| Uptick Partners, LLC | 0.03% | Reduce -23.0% | 1,543 | $220K |
| Matrix Private Capital Group LLC | 0.10% | Reduce -6.1% | 1,540 | $219K |
| AQR Capital Management | 0.00% | New | 1,540 | $219K |
| Curtis Wealth Management LLC | 0.19% | New | 1,538 | $219K |
| Zevin Asset Management LLC | 0.03% | New | 1,535 | $219K |
| Legacy Edge Advisors, LLC | 0.02% | New | 1,512 | $215K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,507 | $215K |
| Firestone Capital Management | 0.04% | New | 1,506 | $214K |
| Investor's Fiduciary Advisor Network, LLC | 0.07% | Reduce -91.3% | 1,501 | $213K |
| FourThought Financial Partners, LLC | 0.02% | New | 1,493 | $213K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +0.2% | 1,491 | $212K |
| Conscious Wealth Investments, LLC | 0.11% | New | 1,498 | $211K |
| Bank of Hawaii | 0.01% | New | 1,473 | $210K |
| Addison Advisors LLC | 0.10% | Reduce -62.8% | 1,469 | $209K |
| Baron Financial Group, LLC | 0.10% | New | 1,465 | $209K |
| LVZ, Inc. | 0.02% | New | 1,453 | $207K |
| Oxbow Advisors, LLC | 0.02% | New | 1,444 | $206K |
| APS Management Group, Inc. | 0.15% | New | 1,414 | $201K |
| Clearstead Trust, LLC | 0.03% | No change | 1,403 | $200K |
| MCF Advisors LLC | 0.01% | No change | 1,371 | $195K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,355 | $193K |
| Evolution Advisers, Inc. | 0.07% | New | 1,314 | $187K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -5.8% | 1,296 | $185K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +2209.1% | 1,270 | $179K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,230 | $175K |
| Rogco, LP | 0.05% | No change | 1,226 | $175K |
| KBC Group NV | 0.00% | Reduce -3.2% | 1,199 | $171K |
| Caldwell Trust Co | 0.01% | No change | 1,200 | $171K |
| Portfolio Resources Advisor Group, Inc. | 0.14% | Add +18.7% | 1,187 | $169K |
| TD Capital Management LLC | 0.01% | Add +0.2% | 1,153 | $164K |
| Bessemer Group Inc. | 0.00% | Reduce -4.1% | 1,151 | $164K |
| Ancora Advisors LLC | 0.00% | No change | 1,150 | $164K |
| Princeton Global Asset Management LLC | 0.02% | Add +1.2% | 1,148 | $163K |
| Financial Perspectives, Inc | 0.04% | Add +0.2% | 1,091 | $155K |
| Founders Financial Alliance, LLC | 0.02% | New | 1,038 | $148K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 960 | $137K |
| Abound Financial, LLC | 0.05% | No change | 944 | $134K |
| Evolution Wealth Management Inc. | 0.08% | Add +40.8% | 925 | $132K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +8.4% | 918 | $131K |
| Larson Financial Group LLC | 0.00% | Add +31.8% | 916 | $130K |
| Parallel Advisors, LLC | 0.00% | Add +99.5% | 884 | $126K |
| IFG Advisory, LLC | 0.00% | New | 806 | $115K |
| Institute for Wealth Management, LLC. | 0.01% | New | 735 | $105K |
| Tiaa Trust, National Association | 0.01% | Reduce -26.5% | 735 | $105K |
| Asset Dedication, LLC | 0.01% | Reduce -2.3% | 716 | $102K |
| Glassman Wealth Services | 0.01% | New | 715 | $102K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 700 | $100K |
| Highland Investment Advisors LLC | 0.04% | — | 658 | $94K |
| Atlatl Advisers LLC | 0.02% | New | 645 | $92K |
| Pittenger & Anderson Inc. | 0.00% | No change | 645 | $92K |
| Private Trust Co. NA | 0.01% | No change | 606 | $86K |
| Clearstead Advisors, LLC | 0.00% | No change | 572 | $81K |
| FAS Wealth Partners, Inc. | 0.00% | Add +2.7% | 566 | $81K |
| Salomon & Ludwin, LLC | 0.01% | No change | 541 | $77K |
| Adirondack Trust Co. | 0.02% | No change | 539 | $77K |
| Bank of New Hampshire | 0.02% | No change | 510 | $73K |
| Colonial Trust Advisors | 0.01% | No change | 500 | $71K |
| Creative Financial Designs Inc. | 0.00% | Reduce -36.6% | 480 | $68K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 461 | $66K |
| JDM Financial Group LLC | 0.02% | No change | 445 | $63K |
| Archer Investment Corp | 0.01% | Add +46.4% | 445 | $63K |
| Triumph Capital Management | 0.01% | Reduce -32.9% | 419 | $60K |
| Hantz Financial Services, Inc. | 0.00% | No change | 413 | $59K |
| Hamrick Investment Counsel, llc | 0.04% | No change | 400 | $57K |
| Vanguard Advisers Inc. | 0.00% | Add +4.5% | 397 | $57K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 358 | $51K |
| Eastern Bank | 0.00% | No change | 356 | $51K |
| IFP Advisors, Inc | 0.00% | Reduce -20.7% | 352 | $50K |
| EFG International AG | 0.00% | Reduce -4.4% | 325 | $46K |
| Westfuller Advisors, LLC | 0.02% | New | 322 | $46K |
| Investors Portfolio Services LLC | 0.03% | Add +0.3% | 317 | $45K |
| Downshift Financial, LLC | 0.02% | New | 313 | $45K |
| Financial Life Planners | 0.03% | Add +0.3% | 301 | $43K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 296 | $42K |
| Buck Wealth Strategies, LLC | 0.00% | New | 265 | $38K |
| Legacies Wealth LLC | 0.02% | No change | 256 | $36K |
| First Bancorp, Inc | 0.01% | New | 256 | $36K |
| Millstone Evans Group, LLC | 0.02% | No change | 220 | $31K |
| NBT Bank, N.A. | 0.00% | Reduce -94.6% | 212 | $30K |
| Copia Wealth Management | 0.02% | No change | 210 | $30K |
| Meramec Financial Planners, LLC | 0.01% | No change | 211 | $29K |
| Kilter Group LLC | 0.01% | Reduce -1.0% | 204 | $29K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 204 | $29K |
| Kennebec Savings Bank | 0.02% | Add +6.9% | 202 | $29K |
| Regatta Research & Money Management | 0.03% | — | 195 | $28K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $26K |
| Timbuktu Capital Management, LLC | 0.04% | — | 175 | $25K |
| Ameriflex Group, Inc. | 0.01% | Reduce -38.8% | 166 | $24K |
| WealthShield Partners, LLC | 0.00% | Reduce -96.7% | 164 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 158 | $22K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 153 | $22K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 146 | $21K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 140 | $20K |
| Ballast Advisors LLC | 0.00% | No change | 137 | $20K |
| Evermay Wealth Management LLC | 0.00% | No change | 130 | $19K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 125 | $18K |
| Sunrise Financial Services, LLC | 0.01% | No change | 118 | $17K |
| Hanson & Doremus Investment Management | 0.00% | No change | 105 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 96 | $14K |
| BNP Paribas Financial Markets | 0.00% | Add +9.6% | 91 | $13K |
| Founders Capital Management | 0.01% | No change | 89 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | New | 63 | $9K |
| 1 North Wealth Services LLC | 0.00% | No change | 55 | $8K |
| Vision Retirement, LLC | 0.00% | Reduce -66.9% | 52 | $7K |
| Lodestone Wealth Management LLC | 0.00% | No change | 50 | $7K |
| LifeSteps Financial, Inc. | 0.00% | New | 40 | $6K |
| International Assets Investment Management, LLC | 0.00% | No change | 30 | $4K |
| Key Capital Management, INC | 0.00% | Reduce -7.7% | 24 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 24 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 20 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 13 | $2K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| American Capital Advisory, LLC | 0.00% | No change | 6 | $855 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $199 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 1 | $142 |
"% 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.