iShares Trust iShares ESG AwESGDETF
13F holders, Q1 2024 (March 31)575holders
2famous investors
$79.88avg. 13F price*
At the end of Q1 2024, 575 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings. The largest holders were Bank of America Corp. ($753.6M), JPMorgan Chase & Co. ($483.8M) and Empower Advisory Group, LLC ($464.4M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Trust iShares ESG Aw
- CUSIP
- 46435G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $14.3M |
| Exits | 33 | $22.1M |
Ownership 575 holders
| Bank of America Corp. | 0.07% | Add +2.7% | 9,430,635 | $753.6M |
| JPMorgan Chase & Co. | 0.04% | Add +0.2% | 6,054,493 | $483.8M |
| Empower Advisory Group, LLC | 1.74% | Reduce -3.1% | 5,811,965 | $464.4M |
| Morgan Stanley | 0.03% | Add +5.2% | 5,127,090 | $409.7M |
| Tiaa Trust, National Association | 1.22% | Add +0.8% | 5,008,504 | $400.2M |
| Betterment LLC | 0.86% | Add +4.6% | 4,014,381 | $320.8M |
| Northern Trust Corp. | 0.05% | Add +10.8% | 3,730,183 | $298.1M |
| Ameriprise Financial Inc. | 0.05% | Add +2.7% | 2,080,661 | $166.6M |
| Fifth Third Bancorp | 0.61% | Reduce -0.3% | 1,948,793 | $155.7M |
| Wells Fargo & Company | 0.03% | Add +1.3% | 1,648,140 | $131.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -1.0% | 1,596,498 | $127.6M |
| Envestnet Asset Management Inc. | 0.05% | Add +5.5% | 1,554,037 | $124.2M |
| UBS Group AG | 0.04% | Reduce -0.7% | 1,511,678 | $120.8M |
| Flputnam Investment Management Co. | 2.30% | Add +2.5% | 1,350,054 | $107.9M |
| Acorns Advisers, LLC | 1.10% | Add +4.2% | 1,231,273 | $98.4M |
| BlackRock Inc. | 0.00% | Reduce -25.4% | 1,205,697 | $96.3M |
| Spinnaker Trust | 6.10% | Add +0.7% | 1,181,809 | $94.4M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -37.5% | 1,094,920 | $87.5M |
| Wealthfront Advisers LLC | 0.31% | Add +10.4% | 1,092,361 | $87.3M |
| FMR LLC | 0.01% | Add +56.6% | 1,048,095 | $83.8M |
| Mercer Global Advisors Inc. | 0.21% | Add +13.9% | 912,389 | $72.9M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.6% | 873,624 | $69.8M |
| US Bancorp \de | 0.09% | Add +2.3% | 816,058 | $65.2M |
| Ellevest, Inc. | 3.86% | Add +573.5% | 777,741 | $62.1M |
| PNC Financial Services Group, Inc. | 0.04% | Add +6.3% | 668,885 | $53.5M |
| HighTower Advisors, LLC | 0.07% | Add +0.7% | 574,661 | $45.9M |
| M&T Bank Corp | 0.15% | Add +7.2% | 541,481 | $43.3M |
| Creative Planning | 0.05% | Add +0.3% | 509,773 | $40.7M |
| Sei Investments Co. | 0.06% | Reduce -6.0% | 480,058 | $38.4M |
| Fiduciary Trust Co | 0.56% | Add +3.8% | 459,565 | $36.7M |
| LPL Financial LLC | 0.02% | Add +3.9% | 455,025 | $36.4M |
| D.A. Davidson & Co. | 0.29% | Add +0.3% | 406,892 | $32.5M |
| Royal Bank of Canada | 0.01% | Add +4.9% | 391,247 | $31.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -14.3% | 375,500 | $30.0M |
| EP Wealth Advisors, LLC | 0.35% | Reduce -2.5% | 374,167 | $29.9M |
| Mission Wealth Management, LP | 0.79% | Add +16.1% | 370,327 | $29.6M |
| IMPACTfolio, LLC | 17.46% | Reduce -4.5% | 361,631 | $28.9M |
| Thrivent Financial for Lutherans | 0.06% | Add +16.6% | 359,331 | $28.7M |
| Corient Private Wealth LP | 0.05% | Reduce -6.4% | 332,525 | $26.6M |
| Olde Wealth Management, LLC | 12.09% | Add +96.4% | 319,938 | $25.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.79% | Add +4.4% | 317,597 | $25.4M |
| Citizens Financial Group Inc. | 0.82% | Reduce -2.7% | 306,634 | $24.5M |
| Howland Capital Management LLC | 1.09% | Reduce -7.3% | 283,548 | $22.7M |
| AlTi Global, Inc. | 0.61% | Reduce -11.5% | 272,145 | $21.7M |
| High Note Wealth, LLC | 7.05% | Add +12.7% | 271,207 | $21.7M |
| Lake Street Advisors Group, LLC | 0.93% | Reduce -7.4% | 247,489 | $19.8M |
| Keybank National Association | 0.08% | Add +3.9% | 242,574 | $19.4M |
| Ally Invest Advisors Inc. | 1.89% | Add +2.0% | 237,802 | $19.0M |
| Money Design Co.,Ltd. | 1.03% | Reduce -0.8% | 236,365 | $18.9M |
| MML Investors Services, LLC | 0.07% | Add +0.1% | 225,395 | $18.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +4.2% | 221,105 | $17.7M |
| Blair William & Co. | 0.05% | Reduce -10.9% | 215,099 | $17.2M |
| Partners Capital Investment Group, LLP | 0.51% | Reduce -5.7% | 212,739 | $17.0M |
| Forefront Analytics, LLC | 8.05% | Reduce -43.4% | 207,750 | $16.6M |
| Baird Financial Group, Inc. | 0.03% | Add +3.9% | 195,969 | $15.7M |
| Mariner, LLC | 0.03% | Add +85.9% | 190,838 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +4.2% | 188,404 | $15.1M |
| Federation des caisses Desjardins du Quebec | 0.10% | Add +316.6% | 176,574 | $14.1M |
| Eastern Bank | 0.59% | Add +33.4% | 176,358 | $14.1M |
| Dohj, LLC | 3.69% | Add +3.0% | 174,139 | $13.9M |
| Modera Wealth Management, LLC | 0.21% | Reduce -2.5% | 170,719 | $13.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.8% | 169,912 | $13.6M |
| Windsor Capital Management, LLC | 4.02% | Add +2.5% | 162,041 | $12.9M |
| Private Advisor Group, LLC | 0.09% | Add +821.7% | 161,744 | $12.9M |
| Natixis Advisors, LLC | 0.03% | Add +6.7% | 154,399 | $12.3M |
| Jane Street Group, LLC | 0.02% | Reduce -66.3% | 153,616 | $12.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +15.8% | 152,531 | $12.2M |
| Mather Group, Llc. | 0.19% | Add +1.7% | 160,232 | $12.1M |
| RVW Wealth, LLC | 1.18% | Reduce -3.5% | 144,087 | $11.5M |
| Franklin Resources Inc. | 0.00% | Reduce -1.2% | 142,056 | $11.4M |
| Alesco Advisors, LLC, An ESL Co | 0.36% | Add +0.9% | 136,756 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -3.5% | 135,864 | $10.9M |
| Clarity Asset Management, Inc. | 7.32% | Reduce -0.2% | 132,550 | $10.6M |
| Private Ocean, LLC | 1.05% | Reduce -8.7% | 124,447 | $9.9M |
| GeoWealth Management, LLC | 0.36% | Add +10275.3% | 115,788 | $9.3M |
| Roof Eidam Maycock Peralta, LLC | 2.51% | Add +0.3% | 114,250 | $9.1M |
| Stifel Financial Corp. | 0.01% | Add +12.4% | 112,946 | $9.0M |
| Laurel Wealth Planning LLC | 5.89% | Reduce -8.1% | 111,030 | $8.9M |
| Sand Hill Global Advisors, LLC | 0.42% | Add +0.6% | 109,539 | $8.8M |
| Fund Evaluation Group, LLC | 0.53% | Add +33.0% | 106,572 | $8.5M |
| Shira Ridge Wealth Management | 4.78% | Reduce -0.2% | 104,592 | $8.4M |
| Bond & Devick Financial Network, Inc. | 4.39% | Reduce -2.2% | 101,350 | $8.1M |
| Wrapmanager Inc. | 2.16% | Add +18.5% | 97,200 | $7.8M |
| Hill Island Financial LLC | 2.38% | Reduce -0.1% | 90,310 | $7.2M |
| Jones Financial Companies LLLP | 0.01% | Add +14.5% | 88,340 | $7.1M |
| Litman Gregory Wealth Management LLC | 0.64% | Add +1.6% | 87,716 | $7.0M |
| Apella Capital, LLC | 0.34% | Reduce -3.9% | 85,291 | $6.8M |
| BSW Wealth Partners | 1.15% | Reduce -5.2% | 84,688 | $6.8M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +5.6% | 80,694 | $6.4M |
| Clarius Group, LLC | 0.44% | Reduce -1.4% | 80,263 | $6.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.2% | 79,431 | $6.3M |
| Nottingham Advisors, Inc. | 0.76% | Reduce -0.7% | 77,921 | $6.2M |
| SOA Wealth Advisors, LLC. | 1.26% | Reduce -1.2% | 76,421 | $6.1M |
| Orgel Wealth Management, LLC | 0.16% | Add +2.5% | 74,081 | $5.9M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +3.0% | 73,089 | $5.8M |
| Wealth Architects, LLC | 0.75% | Reduce -1.2% | 71,213 | $5.7M |
| Raffa Wealth Management, LLC | 1.61% | Add +6.3% | 67,669 | $5.4M |
| Dunhill Financial, LLC | 4.00% | Reduce -37.8% | 67,457 | $5.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -12.2% | 66,497 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +173.6% | 66,062 | $5.3M |
| Citigroup Inc. | 0.01% | Add +5.6% | 63,673 | $5.1M |
| Accredited Investors Inc. | 0.31% | Add +4.9% | 60,602 | $4.8M |
| NewEdge Advisors, LLC | 0.04% | Add +0.8% | 59,381 | $4.7M |
| Savant Capital, LLC | 0.05% | Reduce -0.6% | 58,263 | $4.7M |
| Hart & Patterson Financial Group LLC | 2.29% | Reduce -9.7% | 57,753 | $4.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -12.6% | 57,619 | $4.6M |
| Garde Capital, Inc. | 0.32% | Reduce -33.3% | 56,501 | $4.5M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Reduce -3.0% | 56,140 | $4.5M |
| Relyea Zuckerberg Hanson LLC | 0.77% | Add +8.8% | 54,909 | $4.4M |
| Mascoma Wealth Management LLC | 1.22% | Add +1.0% | 53,861 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -2.1% | 53,133 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.5% | 52,196 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +7.1% | 51,203 | $4.1M |
| JNBA Financial Advisors | 0.42% | Add +11.3% | 50,354 | $4.0M |
| Balanced Rock Investment Advisors LLC | 3.41% | Reduce -8.5% | 50,064 | $4.0M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +37.1% | 49,123 | $3.9M |
| Blue Edge Capital, LLC | 0.65% | Add +11.6% | 48,288 | $3.9M |
| Trilogy Capital Inc. | 0.22% | Add +8.5% | 47,082 | $3.8M |
| Pitcairn Co. | 0.24% | Add +2.1% | 46,952 | $3.8M |
| Quent Capital, LLC | 0.43% | Add +10.3% | 46,236 | $3.7M |
| Integris Wealth Management, LLC | 0.97% | Reduce -3.6% | 44,011 | $3.5M |
| Waypoint Wealth Partners Inc. | 0.97% | No change | 42,645 | $3.4M |
| Plancorp, LLC | 0.14% | Add +0.7% | 41,797 | $3.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -7.2% | 41,258 | $3.3M |
| Fisher Asset Management | 0.00% | Add +2.5% | 40,824 | $3.3M |
| Objective Capital Management, LLC | 2.17% | Reduce -7.4% | 40,209 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.21% | Reduce -3.6% | 39,168 | $3.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.15% | No change | 39,111 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Reduce -0.7% | 38,729 | $3.1M |
| CENTRAL TRUST Co | 0.08% | Add +3.1% | 38,387 | $3.1M |
| Baron Financial Group, LLC | 1.84% | Reduce -3.7% | 37,220 | $3.0M |
| Keel Point, LLC | 0.30% | No change | 36,601 | $2.9M |
| JMG Financial Group, Ltd. | 0.11% | No change | 35,669 | $2.9M |
| WealthShield Partners, LLC | 0.46% | Add +3.6% | 35,567 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +2.9% | 35,551 | $2.8M |
| Vision Capital Management, Inc. | 0.41% | Reduce -6.1% | 34,666 | $2.8M |
| GC Wealth Management RIA, LLC | 0.55% | New | 34,104 | $2.7M |
| Magellan Asset Management Ltd | 0.03% | No change | 33,793 | $2.7M |
| Parkside Advisors LLC | 0.68% | Add +2.2% | 33,206 | $2.7M |
| Cranbrook Wealth Management, LLC | 0.67% | Reduce -1.7% | 33,040 | $2.6M |
| Merit Financial Group, LLC | 0.06% | Add +140.1% | 33,297 | $2.6M |
| Raymond James & Associates | 0.00% | Reduce -25.6% | 32,662 | $2.6M |
| Wesbanco Bank Inc. | 0.09% | Add +0.4% | 30,484 | $2.4M |
| Gould Asset Management LLC | 0.59% | Add +2.4% | 30,357 | $2.4M |
| Financial Advisors, LLC | 0.50% | Reduce -0.5% | 30,325 | $2.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.4% | 30,279 | $2.4M |
| Pine Haven Investment Counsel, Inc | 2.13% | Add +2.8% | 30,233 | $2.4M |
| Charter Oak Capital Management, LLC | 0.26% | Reduce -0.8% | 29,816 | $2.4M |
| Hilltop Wealth Advisors, LLC | 1.21% | Add +0.0% | 29,714 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Add +10.6% | 28,197 | $2.3M |
| Syntrinsic LLC | 0.75% | No change | 28,154 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.8% | 27,999 | $2.2M |
| Long Run Wealth Advisors, LLC | 0.59% | Reduce -1.7% | 27,880 | $2.2M |
| Brandywine Oak Private Wealth LLC | 0.23% | Add +2.8% | 27,592 | $2.2M |
| Alaska Wealth Advisors, LLC | 0.33% | Reduce -10.7% | 27,527 | $2.2M |
| Harbour Investments, Inc. | 0.08% | Add +16.4% | 27,176 | $2.2M |
| Facet Wealth, Inc. | 0.07% | Add +0.9% | 27,157 | $2.2M |
| Choreo, LLC | 0.06% | Reduce -1.0% | 26,956 | $2.2M |
| First Financial Bank - Trust Division | 0.20% | Reduce -40.6% | 26,571 | $2.1M |
| Legacy Edge Advisors, LLC | 0.44% | Add +4.7% | 26,507 | $2.1M |
| Neumann Capital Management, LLC | 0.75% | Add +4.9% | 26,500 | $2.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +14.5% | 26,283 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Add +24.8% | 26,202 | $2.1M |
| Connecticut Wealth Management, LLC | 0.11% | No change | 26,198 | $2.1M |
| RHS Financial, LLC | 1.21% | Add +1.2% | 25,904 | $2.1M |
| RTD Financial Advisors, Inc. | 0.28% | Reduce -0.7% | 25,833 | $2.1M |
| Bailard, Inc. | 0.06% | Add +1.7% | 25,782 | $2.1M |
| TriaGen Wealth Management LLC | 0.85% | Reduce -5.5% | 25,740 | $2.1M |
| Montecito Bank & Trust | 0.41% | Reduce -10.5% | 25,453 | $2.0M |
| Heritage Wealth Advisors | 0.09% | Reduce -0.0% | 25,263 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -28.1% | 24,922 | $2.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.71% | Add +44.4% | 24,901 | $2.0M |
| Diversified Trust Co. | 0.06% | Add +0.1% | 23,826 | $1.9M |
| CFM Wealth Partners LLC | 0.38% | Add +1.5% | 23,423 | $1.9M |
| One Capital Management, LLC | 0.07% | Add +12.6% | 23,382 | $1.9M |
| Vicus Capital | 0.17% | Reduce -0.6% | 23,283 | $1.9M |
| Raymond James Trust N.A. | 0.04% | Reduce -1.6% | 23,160 | $1.9M |
| Brio Consultants, LLC | 0.31% | Reduce -0.9% | 23,136 | $1.8M |
| Prio Wealth Limited Partnership | 0.05% | Reduce -0.5% | 23,129 | $1.8M |
| BigSur Wealth Management LLC | 0.58% | No change | 23,000 | $1.8M |
| Affiance Financial, LLC | 0.50% | Reduce -4.5% | 22,935 | $1.8M |
| Halbert Hargrove Global Advisors, LLC | 0.12% | Add +1.6% | 22,735 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -4.2% | 22,548 | $1.8M |
| Pioneer Wealth Management Group | 1.02% | Add +3.0% | 22,256 | $1.8M |
| Avantax Planning Partners, Inc. | 0.05% | Add +0.4% | 21,064 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.44% | Reduce -1.1% | 20,951 | $1.7M |
| 3EDGE Asset Management, LP | 0.13% | Reduce -3.1% | 20,773 | $1.7M |
| NorthRock Partners, LLC | 0.06% | Add +7.5% | 20,290 | $1.6M |
| GenTrust, LLC | 0.10% | No change | 19,497 | $1.6M |
| Levy Wealth Management Group, LLC | 0.43% | No change | 20,458 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | Add +14.5% | 18,992 | $1.5M |
| White Lighthouse Investment Management Inc. | 0.31% | Add +9.0% | 18,838 | $1.5M |
| OLIO Financial Planning | 0.63% | No change | 19,932 | $1.5M |
| Williams & Novak, LLC | 1.71% | No change | 19,866 | $1.5M |
| Affinity Capital Advisors, LLC | 0.33% | Reduce -25.1% | 18,636 | $1.5M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.2% | 18,407 | $1.5M |
| One Wealth Advisors, LLC | 0.25% | Reduce -1.8% | 18,269 | $1.5M |
| Portland Global Advisors LLC | 0.20% | Add +2.8% | 18,240 | $1.5M |
| Private Wealth Management Group, LLC | 0.66% | Reduce -0.3% | 18,205 | $1.5M |
| Values Added Financial LLC | 1.13% | No change | 18,064 | $1.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.34% | Add +5.9% | 17,574 | $1.4M |
| REDW Wealth LLC | 0.38% | Add +8.3% | 17,551 | $1.4M |
| Birchbrook, Inc. | 0.83% | Add +7.8% | 17,426 | $1.4M |
| Johnson Financial Group, LLC | 0.18% | Reduce -15.8% | 17,359 | $1.4M |
| Summit Wealth Group, LLC | 0.94% | Add +0.3% | 17,240 | $1.4M |
| Compound Planning, Inc. | 0.12% | New | 16,929 | $1.4M |
| Centennial Bank | 0.69% | Add +4.2% | 16,925 | $1.4M |
| Composition Wealth, LLC | 0.03% | Reduce -16.4% | 16,883 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | Add +0.5% | 16,849 | $1.3M |
| Lincoln National Corp. | 0.02% | Reduce -8.2% | 16,690 | $1.3M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.1% | 17,074 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,343 | $1.3M |
| Brooklyn FI, LLC | 0.53% | Add +2.2% | 16,271 | $1.3M |
| Windham Capital Management, LLC | 1.01% | No change | 16,007 | $1.3M |
| Carr Financial Group Corp | 0.41% | Reduce -8.0% | 15,521 | $1.2M |
| Regatta Capital Group, LLC | 0.28% | Reduce -6.0% | 15,477 | $1.2M |
| Sage Advisory Services, Ltd.Co. | 0.34% | Add +1.3% | 15,368 | $1.2M |
| Asset Dedication, LLC | 0.09% | Reduce -1.6% | 15,287 | $1.2M |
| Focus Partners Wealth | 0.01% | New | 15,261 | $1.2M |
| Cobblestone Capital Advisors LLC | 0.07% | Add +2.1% | 14,657 | $1.2M |
| Planning Alternatives Ltd. | 0.19% | Add +0.5% | 14,517 | $1.2M |
| Elevation Wealth Partners, LLC | 0.57% | Add +29.6% | 14,391 | $1.1M |
| WealthCollab, LLC | 0.85% | No change | 14,341 | $1.1M |
| Armbruster Capital Management, Inc. | 0.24% | Add +12.2% | 14,304 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.26% | Reduce -2.0% | 14,098 | $1.1M |
| Cascade Financial Partners, LLC | 0.16% | — | 14,414 | $1.1M |
| Haverford Trust Co | 0.01% | Add +4.5% | 13,931 | $1.1M |
| Whittier Trust Co. | 0.02% | Reduce -26.4% | 13,667 | $1.1M |
| Financial Insights, Inc. | 0.31% | Reduce -4.3% | 13,581 | $1.1M |
| Mendel Capital Management LLC | 0.72% | Reduce -4.7% | 13,545 | $1.1M |
| Cambridge Financial Group, LLC | 0.51% | Reduce -1.4% | 13,418 | $1.1M |
| Shepherd Financial Partners LLC | 0.14% | Add +0.6% | 13,360 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +0.8% | 12,517 | $1.0M |
| Concord Wealth Partners | 0.18% | Reduce -22.6% | 12,493 | $998K |
| Mercer Investments LLC | 1.59% | Reduce -57.7% | 12,463 | $996K |
| Omega Financial Group, LLC | 0.41% | Add +2.5% | 12,439 | $994K |
| Per Stirling Capital Management, LLC. | 0.16% | New | 12,120 | $969K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.7% | 11,829 | $945K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.7% | 11,829 | $945K |
| Parallel Advisors, LLC | 0.03% | Add +17.4% | 11,720 | $937K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.5% | 11,678 | $933K |
| Stratos Wealth Partners, LTD. | 0.02% | Add +11.0% | 11,446 | $915K |
| Equita Financial Network, Inc. | 0.41% | Reduce -10.8% | 11,443 | $914K |
| Comerica Bank | 0.00% | Reduce -11.4% | 11,186 | $894K |
| Aprio Wealth Management, LLC | 0.17% | Add +0.9% | 11,087 | $886K |
| Deutsche Bank AG | 0.00% | Reduce -8.5% | 10,925 | $873K |
| Acropolis Investment Management, LLC | 0.06% | Add +3.2% | 10,800 | $863K |
| Quadrant Capital Group LLC | 0.07% | Reduce -4.6% | 10,617 | $848K |
| Capital Analysts, LLC | 0.04% | Add +37.5% | 10,450 | $835K |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.1% | 10,699 | $832K |
| Sigma Investment Counselors Inc. | 0.05% | Add +24.6% | 10,130 | $809K |
| Pathstone Holdings, LLC | 0.00% | Add +2.0% | 9,941 | $794K |
| Peak Financial Management, Inc. | 0.25% | Add +9.1% | 9,907 | $792K |
| Wescott Financial Advisory Group, LLC | 0.10% | Add +47.0% | 9,867 | $788K |
| Bragg Financial Advisors, Inc | 0.04% | Add +4.6% | 9,786 | $782K |
| 1ST Source Bank | 0.05% | Add +2.5% | 9,776 | $781K |
| First Hawaiian Bank | 0.02% | Reduce -76.8% | 9,661 | $772K |
| Brighton Jones LLC | 0.03% | Reduce -6.2% | 9,534 | $762K |
| Metis Global Partners, LLC | 0.03% | Reduce -83.8% | 9,514 | $760K |
| Qube Research & Technologies Ltd | 0.00% | Add +528.8% | 9,514 | $760K |
| Vontobel Holding Ltd. | 0.01% | Add +14.3% | 9,154 | $731K |
| Curtis Advisory Group, LLC | 0.28% | Add +25.0% | 9,105 | $728K |
| Level Financial Advisors | 0.33% | Reduce -0.2% | 9,101 | $727K |
| Bell Bank | 0.06% | Add +0.1% | 9,063 | $724K |
| Frisch Financial Group, Inc. | 0.24% | No change | 8,971 | $717K |
| Concord Asset Management, LLC | 0.19% | Reduce -22.0% | 8,946 | $715K |
| JFG Wealth Management, LLC | 0.19% | Add +0.1% | 8,942 | $715K |
| Ameraudi Asset Management, Inc. | 0.33% | No change | 8,888 | $710K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 8,873 | $709K |
| Presilium Private Wealth, LLC | 0.19% | Reduce -3.1% | 8,842 | $707K |
| Coastline Trust Co | 0.08% | Add +18.1% | 8,732 | $698K |
| Capasso Planning Partners LLC | 0.29% | Reduce -20.6% | 8,714 | $696K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +8.0% | 8,693 | $695K |
| Equitable Holdings, Inc. | 0.01% | Add +7.2% | 8,649 | $691K |
| Relative Value Partners Group, LLC | 0.04% | No change | 9,074 | $683K |
| Walkner Condon Financial Advisors LLC | 0.14% | Add +2.9% | 8,309 | $664K |
| Sharper & Granite LLC | 0.32% | Reduce -4.1% | 8,366 | $662K |
| ERn Financial, LLC | 0.11% | Add +2.4% | 8,239 | $658K |
| Birch Hill Investment Advisors LLC | 0.03% | New | 8,156 | $652K |
| Bell Investment Advisors, Inc | 0.13% | Reduce -2.8% | 8,155 | $652K |
| HF Advisory Group, LLC | 0.36% | Add +16.6% | 8,084 | $646K |
| Western Wealth Management, LLC | 0.05% | Add +5.3% | 8,073 | $645K |
| Citadel Advisors | 0.00% | New | 7,988 | $638K |
| National Bank of Canada | 0.00% | Reduce -4.5% | 8,760 | $638K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.5% | 7,908 | $632K |
| Cambridge Trust Co. | 0.02% | Reduce -8.1% | 7,838 | $626K |
| Private Trust Co. NA | 0.07% | No change | 7,816 | $625K |
| Sentinel Trust Co. Lba | 0.08% | No change | 7,805 | $624K |
| Financial Counselors Inc. | 0.01% | Add +30.3% | 7,798 | $623K |
| Chesley Taft & Associates LLC | 0.03% | No change | 7,770 | $621K |
| Aaron Wealth Advisors LLC | 0.09% | Add +46.1% | 7,727 | $617K |
| Wealth Dimensions Group, Ltd. | 0.18% | No change | 7,726 | $617K |
| WT Wealth Management | 0.22% | Add +17.2% | 7,717 | $617K |
| Kingswood Wealth Advisors, LLC | 0.07% | New | 7,564 | $605K |
| United Capital Financial Advisors, LLC | 0.00% | Add +45.4% | 7,412 | $592K |
| Fort Point Capital Partners LLC | 0.08% | Reduce -1.0% | 7,360 | $588K |
| Argent Trust Co | 0.03% | No change | 7,357 | $588K |
| VERITY Wealth Advisors | 0.45% | No change | 7,335 | $586K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -2.4% | 7,319 | $585K |
| Jordan Park Group LLC | 0.04% | Reduce -32.3% | 7,294 | $583K |
| Aptus Capital Advisors, LLC | 0.01% | Add +5905.0% | 7,266 | $581K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +5.9% | 7,256 | $580K |
| HTLF Bank | 0.07% | Add +24.7% | 7,255 | $580K |
| CIBC Asset Management Inc | 0.00% | No change | 7,170 | $573K |
| Heritage Trust Co | 0.08% | No change | 7,155 | $572K |
| Shotwell Rutter Baer Inc | 1.15% | Reduce -3.7% | 7,122 | $566K |
| Bangor Savings Bank | 0.06% | Add +90.3% | 7,073 | $565K |
| Morton Brown Family Wealth, LLC | 0.23% | Add +1.7% | 7,008 | $560K |
| Fulcrum Capital LLC | 0.13% | Reduce -10.0% | 7,006 | $560K |
| Foster Dykema Cabot & Partners, LLC | 0.05% | New | 6,944 | $555K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.4% | 6,908 | $552K |
| Kelman-Lazarov, Inc. | 0.11% | Reduce -0.4% | 6,840 | $547K |
| Addison Advisors LLC | 0.18% | Add +0.7% | 6,675 | $533K |
| Pittenger & Anderson Inc. | 0.02% | Add +6.5% | 6,626 | $529K |
| Aufman Associates Inc | 0.37% | Reduce -1.7% | 6,612 | $528K |
| Gemmer Asset Management LLC | 0.06% | Add +2.3% | 6,464 | $517K |
| Great Diamond Partners, LLC | 0.12% | Reduce -0.1% | 6,453 | $516K |
| Columbia Bank | 0.21% | — | 6,434 | $514K |
| Bigelow Investment Advisors, LLC | 0.25% | Reduce -2.3% | 6,423 | $513K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -2.4% | 6,422 | $513K |
| Farrell Financial LLC | 0.41% | Add +1.2% | 6,201 | $496K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.9% | 6,193 | $495K |
| Warren Street Wealth Advisors, LLC | 0.24% | Add +0.3% | 6,178 | $494K |
| Weil Company, Inc. | 0.19% | Reduce -4.9% | 6,106 | $488K |
| Bank of Hawaii | 0.02% | No change | 6,055 | $484K |
| Foster Group, Inc. | 0.02% | Add +4.5% | 6,017 | $481K |
| First Foundation Advisors | 0.02% | Reduce -12.0% | 5,987 | $478K |
| Hemington Wealth Management | 0.17% | No change | 5,922 | $474K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.6% | 5,898 | $471K |
| Sage Financial Group Inc. | 0.04% | Add +21.3% | 5,688 | $455K |
| SVB Wealth LLC | 0.01% | Reduce -32.9% | 5,586 | $446K |
| Appleton Partners Inc. | 0.03% | Add +6.1% | 5,466 | $437K |
| DDFG, Inc | 0.14% | Add +24.2% | 5,418 | $433K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 5,393 | $431K |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 5,356 | $428K |
| Beacon Financial Planning, Inc. | 0.30% | No change | 5,331 | $426K |
| Valley National Advisers Inc. | 0.06% | Add +5.5% | 5,318 | $424K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +8.9% | 17,520 | $424K |
| Advisory Alpha, LLC | 0.02% | Add +9.8% | 5,292 | $423K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +99.3% | 5,289 | $423K |
| IFP Advisors, Inc | 0.02% | Add +13.6% | 5,264 | $421K |
| Strategic Wealth Partners Group, LLC | 0.05% | Reduce -16.8% | 5,169 | $413K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.8% | 5,151 | $412K |
| Cibc World Market Inc. | 0.00% | Reduce -25.6% | 5,114 | $409K |
| New England Private Wealth Advisors LLC | 0.07% | No change | 5,106 | $408K |
| Community Bank, N.A. | 0.05% | Reduce -0.3% | 5,088 | $407K |
| Stephens Consulting, LLC | 0.12% | Add +0.6% | 5,080 | $406K |
| PDS Planning, Inc | 0.04% | Add +1.2% | 5,044 | $403K |
| Brewster Financial Planning LLC | 0.35% | No change | 5,034 | $402K |
| CGN Advisors LLC | 0.05% | Add +22.2% | 5,026 | $402K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 5,014 | $401K |
| West Coast Financial LLC | 0.05% | No change | 5,014 | $401K |
| Adero Partners, LLC | 0.03% | No change | 4,935 | $394K |
| Simmons Bank | 0.03% | Reduce -35.9% | 4,928 | $394K |
| Milestone Investment Advisors LLC | 0.11% | Reduce -26.9% | 4,888 | $391K |
| Falcon Wealth Planning | 0.06% | Add +15.9% | 4,745 | $379K |
| Leverty Financial Group, LLC | 0.22% | Reduce -14.2% | 4,690 | $375K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -64.5% | 4,753 | $371K |
| Compass Ion Advisors, LLC | 0.05% | No change | 4,622 | $369K |
| Pathway Financial Advisors LLC | 0.10% | Add +2.5% | 4,537 | $363K |
| ABLE Financial Group, LLC | 0.14% | Reduce -0.9% | 4,502 | $360K |
| JSF Financial, LLC | 0.11% | Reduce -8.1% | 4,498 | $359K |
| Perennial Investment Advisors, LLC | 0.05% | Add +0.8% | 4,494 | $359K |
| Truefg, LLC | 0.13% | Add +0.3% | 4,493 | $359K |
| SkyView Investment Advisors, LLC | 0.07% | New | 4,440 | $355K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -6.4% | 4,388 | $351K |
| Bogart Wealth, LLC | 0.02% | Add +0.0% | 4,372 | $349K |
| WNY Asset Management, LLC | 0.05% | Add +1.5% | 4,322 | $345K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.8% | 4,310 | $344K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +39.5% | 4,252 | $340K |
| Darden Wealth Group Inc | 0.27% | Reduce -0.3% | 4,233 | $338K |
| Libra Wealth LLC | 0.15% | No change | 4,210 | $336K |
| Unionview, LLC | 0.28% | No change | 4,205 | $336K |
| Regis Acquisition Inc. | 0.20% | No change | 4,140 | $331K |
| Arkos Global Advisors | 0.06% | Add +0.1% | 4,131 | $330K |
| Physician Wealth Advisors, Inc. | 0.07% | No change | 4,317 | $330K |
| MAI Capital Management | 0.00% | New | 4,090 | $327K |
| Idaho Trust Co | 0.31% | Reduce -30.9% | 4,074 | $326K |
| Fingerlakes Wealth Management, Inc. | 0.31% | Add +3.6% | 4,074 | $326K |
| United Asset Strategies, Inc. | 0.03% | Add +12.0% | 4,070 | $325K |
| Private Capital Management LLC | 0.07% | Add +3.6% | 4,054 | $324K |
| SageView Advisory Group, LLC | 0.02% | Reduce -91.8% | 5,949 | $324K |
| Warner Financial, Inc. | 0.16% | No change | 4,020 | $321K |
| Revolve Wealth Partners, LLC | 0.05% | Reduce -20.8% | 4,007 | $320K |
| Napatree Capital LLC | 0.31% | Add +0.1% | 4,139 | $320K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.1% | 3,995 | $319K |
| Hanson & Doremus Investment Management | 0.06% | No change | 3,995 | $319K |
| Morling Financial Advisors, LLC | 0.18% | Add +2.8% | 3,946 | $315K |
| Werba Rubin Papier Wealth Management | 0.09% | New | 3,936 | $315K |
| Veracity Capital LLC | 0.12% | Add +1.8% | 3,921 | $313K |
| PrairieView Partners, LLC | 0.04% | Reduce -0.2% | 3,913 | $313K |
| Root Financial Partners, LLC | 0.09% | No change | 3,912 | $313K |
| Wade Financial Advisory, Inc | 0.11% | Reduce -1.0% | 3,900 | $312K |
| Integrated Investment Consultants, LLC | 0.09% | Add +41.9% | 3,882 | $310K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -8.8% | 3,827 | $305K |
| Forum Financial Management, LP | 0.01% | New | 3,789 | $303K |
| Topel & Distasi Wealth Management, LLC | 0.13% | Reduce -0.6% | 3,767 | $301K |
| Petix & Botte Co | 0.07% | New | 3,767 | $301K |
| Mainsail Financial Group, LLC | 0.21% | Reduce -3.0% | 3,749 | $300K |
| Diversify Advisory Services, LLC | 0.02% | — | 3,735 | $297K |
| O'Brien Wealth Partners LLC | 0.07% | Reduce -2.6% | 3,676 | $294K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -5.5% | 3,649 | $292K |
| Silver Oak Advisory Group, Inc. | 0.16% | Add +3.0% | 3,633 | $291K |
| ETF Portfolio Partners, Inc. | 0.09% | Add +1.1% | 3,640 | $291K |
| First Horizon Advisors, Inc. | 0.01% | No change | 3,625 | $290K |
| D. Scott Neal, Inc. | 0.19% | No change | 3,606 | $288K |
| Richard P Slaughter Associates Inc | 0.07% | Add +2.4% | 3,575 | $286K |
| Focus Financial Network, Inc. | 0.01% | — | 3,740 | $285K |
| McAdam, LLC | 0.02% | Add +10.0% | 3,562 | $285K |
| Farmers National Bank | 0.08% | Add +11.3% | 3,529 | $282K |
| Marcum Wealth, LLC | 0.03% | No change | 3,486 | $279K |
| Symmetry Partners, LLC | 0.02% | Add +0.8% | 3,453 | $276K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -14.7% | 3,447 | $275K |
| Arq Wealth Advisors, LLC | 0.12% | Add +5.4% | 3,441 | $275K |
| Matrix Asset Advisors Inc. | 0.03% | Reduce -2.9% | 3,441 | $275K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 3,968 | $274K |
| Rede Wealth, LLC | 0.12% | Reduce -22.2% | 3,432 | $274K |
| Maxwell Wealth Strategies Inc. | 0.14% | No change | 3,399 | $274K |
| Callan Family Office, LLC | 0.06% | New | 3,423 | $274K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -18.7% | 3,399 | $272K |
| Moller Wealth Partners | 0.07% | Add +0.3% | 3,296 | $263K |
| TCWP LLC | 0.70% | No change | 3,283 | $262K |
| Mgo One Seven LLC | 0.01% | No change | 3,283 | $262K |
| Boston Financial Mangement LLC | 0.01% | Reduce -8.8% | 3,281 | $262K |
| TD Private Client Wealth LLC | 0.01% | Reduce -46.0% | 3,268 | $261K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.9% | 3,236 | $259K |
| Forte Capital LLC | 0.03% | No change | 3,231 | $258K |
| Paulson Wealth Management Inc. | 0.08% | New | 3,210 | $257K |
| Continuum Advisory, LLC | 0.04% | New | 3,185 | $256K |
| Global Retirement Partners, LLC | 0.01% | Add +10.3% | 3,200 | $256K |
| Tarbox Family Office, Inc. | 0.04% | Reduce -4.0% | 3,188 | $255K |
| Sterling Investment Advisors LLC | 0.15% | Reduce -0.5% | 3,163 | $253K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -23.1% | 3,119 | $249K |
| Lodestar Private Asset Management LLC | 0.04% | No change | 3,100 | $248K |
| XML Financial, LLC | 0.03% | No change | 3,097 | $248K |
| Horizons Wealth Management | 0.16% | No change | 3,218 | $243K |
| BLB&B Advisors, LLC | 0.01% | Reduce -1.5% | 3,036 | $243K |
| Two Sigma Securities, LLC | 0.01% | New | 3,014 | $241K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 2,993 | $239K |
| Kintra Wealth, LLC | 0.18% | Reduce -12.0% | 2,981 | $238K |
| Heritage Wealth Management, LLC | 0.12% | Add +1.4% | 2,962 | $237K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -58.0% | 2,887 | $231K |
| Moss Adams Wealth Advisors LLC | 0.04% | Reduce -77.5% | 2,839 | $227K |
| Spire Wealth Management | 0.00% | Add +0.4% | 2,825 | $226K |
| AdvisorNet Financial, Inc | 0.02% | Add +9.6% | 2,816 | $225K |
| Bordeaux Wealth Advisors LLC | 0.07% | Reduce -8.8% | 2,795 | $223K |
| SWS Partners | 0.07% | New | 2,768 | $221K |
| Brown Advisory Inc. | 0.00% | Add +2.1% | 2,761 | $221K |
| CoreCap Advisors, LLC | 0.01% | Reduce -25.0% | 2,732 | $218K |
| Round Rock Advisors LLC | 0.05% | Reduce -12.9% | 2,648 | $212K |
| Pecaut & Co. | 0.08% | Reduce -10.9% | 2,647 | $212K |
| Bright Financial Advisors, Inc. | 0.16% | — | 2,709 | $211K |
| Lake Street Private Wealth, LLC | 0.03% | New | 2,640 | $211K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,632 | $210K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 2,620 | $209K |
| Rehmann Capital Advisory Group | 0.02% | New | 2,609 | $209K |
| Commerce Bank | 0.00% | New | 2,586 | $207K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,577 | $206K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.12% | New | 2,576 | $206K |
| Kingsview Wealth Management, LLC | 0.01% | New | 2,560 | $205K |
| Auxano Advisors, LLC | 0.06% | New | 2,555 | $204K |
| Legacy Financial Advisors, Inc. | 0.04% | New | 2,542 | $203K |
| Institutional & Family Asset Management, LLC | 0.03% | Reduce -12.5% | 2,537 | $203K |
| Grand Wealth Management, LLC | 0.10% | No change | 2,525 | $202K |
| Morris Financial Concepts, Inc. | 0.10% | Add +3.0% | 2,509 | $200K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -2.6% | 2,310 | $185K |
| Principal Securities, Inc. | 0.01% | Add +8.8% | 2,294 | $183K |
| Glenmede Trust Co. NA | 0.00% | Add +17.6% | 2,217 | $177K |
| Signaturefd, LLC | 0.00% | Add +19.4% | 2,212 | $177K |
| Sachetta, LLC | 0.08% | No change | 2,248 | $170K |
| Keener Financial Planning LLC | 0.12% | No change | 2,098 | $168K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -2.0% | 2,080 | $166K |
| Cwm, LLC | 0.00% | Reduce -61.6% | 2,048 | $164K |
| Pension & Wealth Management Advisors, Inc. | 0.10% | Reduce -24.1% | 1,994 | $159K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,967 | $157K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,893 | $151K |
| Cornerstone Planning Group LLC | 0.05% | Add +0.1% | 1,902 | $150K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -90.2% | 1,930 | $146K |
| Clearstead Advisors, LLC | 0.01% | No change | 1,771 | $143K |
| Covestor Ltd | 0.09% | Reduce -8.0% | 1,684 | $135K |
| Johnson Financial Group, Inc. | 0.01% | Add +48.9% | 1,666 | $133K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.9% | 1,588 | $127K |
| McClarren Financial Advisors, Inc. | 0.09% | Add +87.5% | 1,571 | $126K |
| Gould Capital, LLC | 0.09% | Add +25.3% | 1,573 | $126K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 1,532 | $119K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 1,480 | $118K |
| Allworth Financial LP | 0.00% | Add +51.3% | 1,348 | $108K |
| LGT Financial Advisors LLC | 0.12% | No change | 1,322 | $106K |
| North Star Investment Management Corp. | 0.01% | No change | 1,262 | $101K |
| Trust Co. of Vermont | 0.01% | No change | 1,229 | $98K |
| Voisard Asset Management Group, Inc. | 0.05% | No change | 1,209 | $97K |
| Bfsg, LLC | 0.01% | No change | 1,114 | $89K |
| AllSquare Wealth Management LLC | 0.05% | No change | 1,096 | $88K |
| Trust Co | 0.01% | Add +0.9% | 1,003 | $80K |
| Fernwood Investment Management, LLC | 0.02% | New | 967 | $77K |
| Founders Financial Alliance, LLC | 0.02% | New | 950 | $76K |
| BNP Paribas Financial Markets | 0.00% | Add +26.5% | 906 | $72K |
| Provenance Wealth Advisors, LLC | 0.01% | Add +255.9% | 879 | $70K |
| 4Thought Financial Group Inc. | 0.05% | Add +65.7% | 860 | $69K |
| Key Financial Inc | 0.02% | No change | 859 | $69K |
| Scarborough Advisors, LLC | 0.03% | Add +1.8% | 845 | $68K |
| Investors Research Corp | 0.01% | No change | 772 | $62K |
| IAG Wealth Partners, LLC | 0.01% | No change | 765 | $61K |
| Sandy Spring Bank | 0.00% | No change | 744 | $59K |
| TD Capital Management LLC | 0.01% | No change | 707 | $57K |
| Ancora Advisors LLC | 0.00% | No change | 707 | $56K |
| Balefire, LLC | 0.02% | No change | 682 | $54K |
| Pacific Center for Financial Services | 0.02% | No change | 673 | $54K |
| Evolution Advisers, Inc. | 0.03% | No change | 650 | $52K |
| Archer Investment Corp | 0.02% | No change | 635 | $51K |
| Bank of Montreal | 0.00% | No change | 608 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $47K |
| Sunbelt Securities, Inc. | 0.01% | No change | 592 | $47K |
| Global Assets Advisory, LLC | 0.03% | New | 590 | $47K |
| Center for Financial Planning, Inc. | 0.01% | No change | 545 | $44K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -10.4% | 526 | $42K |
| Larson Financial Group LLC | 0.00% | Add +6.8% | 517 | $41K |
| CIBC Private Wealth Group LLC | 0.00% | New | 506 | $40K |
| Smithfield Trust Co | 0.00% | No change | 496 | $40K |
| ICA Group Wealth Management, LLC | 0.01% | Add +23.0% | 492 | $39K |
| Your Advocates Ltd., LLP | 0.02% | Add +3.4% | 456 | $36K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 455 | $36K |
| Motco | 0.00% | No change | 446 | $36K |
| Rise Advisors, LLC | 0.02% | No change | 424 | $34K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -57.2% | 423 | $34K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 361 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -16.3% | 360 | $29K |
| Lowe Wealth Advisors, LLC | 0.01% | Reduce -12.5% | 350 | $28K |
| Atticus Wealth Management, LLC | 0.01% | No change | 343 | $27K |
| Winthrop Capital Management, LLC | 0.01% | No change | 323 | $26K |
| Creative Capital Management Investments LLC | 0.01% | No change | 321 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 307 | $25K |
| Bank of New Hampshire | 0.01% | No change | 295 | $24K |
| Rice Partnership, LLC | 0.01% | Add +104.9% | 291 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 278 | $22K |
| Coston, McIsaac & Partners | 0.01% | No change | 278 | $22K |
| Tortoise Investment Management, LLC | 0.00% | Add +1.9% | 266 | $21K |
| HM Payson & Co. | 0.00% | Reduce -52.4% | 250 | $20K |
| Aspire Wealth Management Corp | 0.01% | No change | 229 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 219 | $18K |
| Bessemer Group Inc. | 0.00% | Add +0.9% | 216 | $17K |
| Avior Wealth Management, LLC | 0.00% | New | 203 | $16K |
| Crewe Advisors LLC | 0.00% | Reduce -1.6% | 191 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 196 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 185 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +8.9% | 183 | $15K |
| TFO Wealth Partners, LLC | 0.00% | Reduce -32.1% | 171 | $14K |
| WASHINGTON TRUST Co | 0.00% | No change | 155 | $12K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -40.5% | 154 | $12K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 155 | $12K |
| Sage Mountain Advisors LLC | 0.00% | Add +15.0% | 146 | $12K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +1.8% | 111 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 110 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 92 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | New | 91 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 89 | $7K |
| Macroview Investment Management LLC | 0.01% | No change | 83 | $7K |
| Gen-Wealth Partners Inc | 0.00% | — | 75 | $6K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 67 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 66 | $5K |
| PSI Advisors, LLC | 0.00% | No change | 66 | $5K |
| SouthState Bank Corp | 0.00% | New | 60 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 51 | $4K |
| Optiver Holding B.V. | 0.00% | No change | 41 | $3K |
| Centerpoint Advisors, LLC | 0.00% | Add +21.9% | 39 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 34 | $3K |
| Kelly Financial Services LLC | 0.00% | No change | 31 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 27 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 26 | $2K |
| Gradient Investments LLC | 0.00% | Add +1700.0% | 18 | $1K |
| Assetmark, Inc. | 0.00% | Add +44.4% | 13 | $1K |
| Global Financial Private Client, LLC | 0.00% | No change | 6 | $477 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $400 |
| Blue Trust, Inc. | 0.00% | No change | 5 | $400 |
| Glassman Wealth Services | 0.00% | No change | 2 | $160 |
"% of holder's portfolio" is ESGD's weight in each manager's 13F, not the share of iShares Trust iShares ESG Aw the manager owns.