iShares Trust iShares ESG AwESGDETF
13F holders, Q4 2024 (December 31)610holders +21
29new positions
37sold out
2famous investors
$76.17avg. 13F price*
At the end of Q4 2024, 610 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 21 from Q3 2024. 29 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($739.4M), JPMorgan Chase & Co. ($477.3M) and Empower Advisory Group, LLC ($454.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $17.0M |
| Exits | 37 | $9.2M |
All 13F filers, Q3 2024 → Q4 2024: 4,922,967 shares bought and 1,480,490 shares sold, net +3,442,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 610 holders
| Bank of America Corp. | 0.07% | Add +2.4% | 9,710,875 | $739.4M |
| JPMorgan Chase & Co. | 0.04% | Add +6.8% | 6,268,152 | $477.3M |
| Empower Advisory Group, LLC | 1.53% | Add +4.8% | 5,963,609 | $454.1M |
| Northern Trust Corp. | 0.06% | Add +21.0% | 5,604,447 | $426.7M |
| Morgan Stanley | 0.03% | Add +1.3% | 5,054,619 | $384.9M |
| Tiaa Trust, National Association | 1.04% | Add +4.1% | 4,482,820 | $341.2M |
| Betterment LLC | 0.62% | Add +1.6% | 3,403,920 | $259.2M |
| FMR LLC | 0.01% | Add +24.4% | 2,343,423 | $178.4M |
| Ameriprise Financial Inc. | 0.04% | Add +0.8% | 2,007,305 | $152.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +6.7% | 1,870,256 | $142.4M |
| Wells Fargo & Company | 0.03% | Reduce -0.5% | 1,652,696 | $125.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +8.1% | 1,624,062 | $123.7M |
| Acorns Advisers, LLC | 1.10% | Add +11.7% | 1,496,050 | $113.9M |
| UBS Group AG | 0.02% | Reduce -1.6% | 1,440,370 | $109.7M |
| Fifth Third Bancorp | 0.38% | Reduce -23.4% | 1,380,210 | $105.1M |
| Mercer Global Advisors Inc. | 0.22% | Add +6.6% | 1,205,740 | $91.8M |
| Spinnaker Trust | 5.77% | Add +0.4% | 1,201,071 | $91.4M |
| Wealthfront Advisers LLC | 0.25% | Reduce -3.7% | 1,126,828 | $85.8M |
| BlackRock, Inc. | 0.00% | Reduce -10.4% | 1,121,980 | $85.4M |
| Flputnam Investment Management Co. | 1.43% | Reduce -16.6% | 1,024,276 | $78.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +6.6% | 1,015,945 | $77.4M |
| Commonwealth Equity Services, LLC | 0.11% | Add +2.9% | 986,250 | $75.1M |
| Ellevest, Inc. | 4.00% | Add +7.8% | 909,767 | $69.3M |
| US Bancorp \de | 0.08% | Add +6.1% | 851,387 | $64.8M |
| Jane Street Group, LLC | 0.08% | Add +363.0% | 624,581 | $47.6M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.6% | 557,731 | $42.5M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.5% | 555,446 | $42.3M |
| EP Wealth Advisors, LLC | 0.34% | Add +7.5% | 553,762 | $42.2M |
| Creative Planning | 0.04% | Add +5.0% | 539,688 | $41.1M |
| M&T Bank Corp | 0.14% | Add +0.7% | 534,326 | $40.7M |
| Fiduciary Trust Co | 0.53% | Add +5.8% | 524,932 | $40.0M |
| LPL Financial LLC | 0.02% | Add +3.5% | 516,418 | $39.3M |
| Royal Bank of Canada | 0.01% | Add +7.2% | 409,814 | $31.2M |
| IMPACTfolio, LLC | 16.07% | Add +4.8% | 406,743 | $31.0M |
| Sei Investments Co. | 0.04% | Add +2.0% | 403,562 | $30.7M |
| D.A. Davidson & Co. | 0.25% | Reduce -0.4% | 403,336 | $30.7M |
| Mission Wealth Management, LP | 0.69% | Add +3.0% | 381,466 | $29.0M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -11.7% | 346,743 | $27.5M |
| Olde Wealth Management, LLC | 9.44% | Add +5.4% | 346,888 | $26.4M |
| Corient Private Wealth LP | 0.04% | Reduce -1.6% | 325,839 | $24.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -13.3% | 325,500 | $24.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.61% | Add +2.0% | 295,067 | $22.5M |
| High Note Wealth, LLC | 5.81% | Add +3.0% | 293,384 | $22.3M |
| Federation des caisses Desjardins du Quebec | 0.11% | Add +0.3% | 283,557 | $21.6M |
| Ally Invest Advisors Inc. | 1.85% | Add +8.6% | 280,094 | $21.3M |
| Howland Capital Management LLC | 0.92% | Reduce -1.9% | 276,132 | $21.0M |
| Mariner, LLC | 0.03% | Reduce -1.6% | 251,990 | $19.2M |
| Money Design Co.,Ltd. | 0.97% | Add +1.4% | 247,269 | $18.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +15.0% | 244,252 | $18.6M |
| Keybank National Association | 0.07% | Add +0.1% | 242,345 | $18.5M |
| Partners Capital Investment Group, LLP | 0.51% | Add +0.8% | 241,405 | $18.4M |
| AlTi Global, Inc. | 0.43% | Reduce -1.0% | 235,728 | $17.9M |
| MML Investors Services, LLC | 0.06% | Add +3.2% | 228,595 | $17.4M |
| Baird Financial Group, Inc. | 0.03% | Add +4.0% | 220,008 | $16.8M |
| Lake Street Advisors Group, LLC | 0.77% | Reduce -1.4% | 218,606 | $16.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -2.8% | 213,998 | $16.3M |
| Mather Group, Llc. | 0.20% | Add +12.3% | 205,178 | $15.6M |
| Bond & Devick Financial Network, Inc. | 6.21% | No change | 172,613 | $14.5M |
| Blair William & Co. | 0.04% | Reduce -7.1% | 187,831 | $14.3M |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 175,990 | $13.4M |
| Raymond James Financial Inc. | 0.00% | — | 173,266 | $13.2M |
| Eastern Bank | 0.24% | Reduce -2.3% | 171,454 | $13.1M |
| Natixis Advisors, LLC | 0.02% | Add +1.4% | 171,208 | $13.0M |
| Windsor Capital Management, LLC | 3.76% | Add +1.5% | 166,610 | $12.7M |
| Dohj, LLC | 2.93% | Reduce -5.4% | 166,324 | $12.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +3.0% | 164,553 | $12.5M |
| Modera Wealth Management, LLC | 0.15% | Reduce -0.5% | 160,880 | $12.2M |
| Citizens Financial Group Inc. | 0.22% | Reduce -13.4% | 148,081 | $11.3M |
| Alesco Advisors, LLC, An ESL Co | 0.34% | Add +0.4% | 142,920 | $10.9M |
| Alliancebernstein L.P. | 0.00% | Add +82.6% | 137,521 | $10.5M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -2.1% | 135,802 | $10.3M |
| Stanich Group LLC | 7.63% | — | 134,124 | $10.2M |
| Fund Evaluation Group, LLC | 0.47% | Add +51.6% | 130,708 | $10.0M |
| Jones Financial Companies LLLP | 0.01% | Add +12.9% | 129,816 | $9.9M |
| Clarius Group, LLC | 0.63% | Add +40.5% | 121,617 | $9.3M |
| RVW Wealth, LLC | 0.86% | Reduce -1.0% | 120,830 | $9.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 120,309 | $9.2M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -0.7% | 119,680 | $9.1M |
| Roof Eidam Maycock Peralta, LLC | 2.34% | Add +3.6% | 119,134 | $9.1M |
| Sand Hill Global Advisors, LLC | 0.38% | Add +6.3% | 117,156 | $8.9M |
| Shira Ridge Wealth Management | 4.36% | Add +6.9% | 117,018 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 115,705 | $8.8M |
| Orgel Wealth Management, LLC | 0.23% | Add +6.4% | 113,790 | $8.7M |
| Wealth Architects, LLC | 0.90% | Add +5.9% | 104,463 | $8.0M |
| Wrapmanager Inc. | 1.89% | Reduce -0.9% | 96,914 | $7.4M |
| Hill Island Financial LLC | 2.14% | Add +2.3% | 96,145 | $7.3M |
| Laurel Wealth Planning LLC | 4.69% | Add +4.7% | 95,464 | $7.3M |
| GeoWealth Management, LLC | 0.24% | Reduce -19.3% | 95,255 | $7.3M |
| Essential Planning, LLC. | 0.05% | New | 88,110 | $7.0M |
| Litman Gregory Wealth Management LLC | 0.60% | Add +0.4% | 91,207 | $6.9M |
| Private Advisor Group, LLC | 0.04% | Add +1.5% | 88,065 | $6.7M |
| Apella Capital, LLC | 0.25% | Reduce -0.1% | 85,063 | $6.5M |
| Impact Investors, Inc | 4.67% | — | 78,982 | $6.0M |
| BSW Wealth Partners | 0.85% | Add +1.1% | 75,762 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.2% | 74,172 | $5.6M |
| Mascoma Wealth Management LLC | 1.41% | Add +6.1% | 73,517 | $5.6M |
| Nottingham Advisors, Inc. | 0.70% | Reduce -8.1% | 72,858 | $5.5M |
| SOA Wealth Advisors, LLC. | 1.01% | Reduce -1.8% | 71,965 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +13.8% | 71,614 | $5.5M |
| JNBA Financial Advisors | 0.53% | Add +3.1% | 68,448 | $5.2M |
| Accredited Investors Inc. | 0.29% | Reduce -3.1% | 65,082 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +10.2% | 64,603 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -4.5% | 62,218 | $4.7M |
| Truist Financial Corp. | 0.01% | Add +18.4% | 62,205 | $4.7M |
| Citigroup Inc. | 0.00% | Add +3.1% | 61,093 | $4.7M |
| Hart & Patterson Financial Group LLC | 2.14% | Add +5.6% | 57,700 | $4.4M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +11.0% | 57,096 | $4.3M |
| SageView Advisory Group, LLC | 0.19% | Add +0.8% | 56,894 | $4.3M |
| Relyea Zuckerberg Hanson LLC | 0.58% | Reduce -0.7% | 56,715 | $4.3M |
| Savant Capital, LLC | 0.03% | Reduce -1.7% | 55,488 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +3.7% | 55,191 | $4.2M |
| Quent Capital, LLC | 0.43% | Add +17.5% | 54,604 | $4.2M |
| Advisory Services Network, LLC | 0.08% | Add +82.0% | 54,195 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +0.9% | 52,435 | $4.0M |
| Raffa Wealth Management, LLC | 0.92% | Reduce -11.3% | 52,172 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.17% | Add +3.2% | 51,489 | $3.9M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -5.3% | 50,766 | $3.9M |
| Garde Capital, Inc. | 0.25% | Reduce -12.1% | 49,976 | $3.8M |
| Cresset Asset Management, LLC | 0.02% | Add +12.5% | 48,283 | $3.7M |
| Trilogy Capital Inc. | 0.19% | Reduce -1.9% | 47,372 | $3.6M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +2.8% | 47,361 | $3.6M |
| Pitcairn Co. | 0.21% | No change | 46,617 | $3.5M |
| Veridan Wealth LLC | 1.63% | — | 44,413 | $3.5M |
| CENTRAL TRUST Co | 0.09% | Add +1.9% | 45,738 | $3.5M |
| Blue Edge Capital, LLC | 0.53% | Reduce -3.3% | 43,973 | $3.3M |
| Integris Wealth Management, LLC | 0.94% | Add +2.1% | 43,902 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -22.8% | 43,635 | $3.3M |
| Facet Wealth, Inc. | 0.09% | Add +0.9% | 41,162 | $3.3M |
| Fisher Asset Management | 0.00% | Reduce -5.2% | 42,469 | $3.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +3.9% | 42,194 | $3.2M |
| Canandaigua National Bank & Trust Co. | 0.32% | Reduce -4.0% | 42,177 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.20% | Add +7.9% | 41,952 | $3.2M |
| Axxcess Wealth Management, LLC | 0.08% | Add +16.9% | 41,682 | $3.2M |
| Dunhill Financial, LLC | 1.46% | Reduce -14.6% | 41,114 | $3.1M |
| Plancorp, LLC | 0.13% | Add +1.4% | 40,797 | $3.1M |
| Waypoint Wealth Partners Inc. | 0.84% | Add +0.0% | 40,439 | $3.1M |
| Balanced Rock Investment Advisors LLC | 2.38% | Reduce -24.4% | 39,426 | $3.0M |
| Park Avenue Securities LLC | 0.03% | Add +2.7% | 38,331 | $2.9M |
| Keel Point, LLC | 0.23% | Add +1.3% | 37,749 | $2.9M |
| Blue Sky Capital Consultants Group, Inc. | 1.71% | — | 37,428 | $2.8M |
| Objective Capital Management, LLC | 1.87% | Reduce -1.5% | 36,690 | $2.8M |
| Aptus Capital Advisors, LLC | 0.03% | Add +407.0% | 35,992 | $2.7M |
| JMG Financial Group, Ltd. | 0.09% | Reduce -0.1% | 35,817 | $2.7M |
| Parkside Advisors LLC | 0.64% | Add +0.7% | 35,452 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +361.9% | 35,235 | $2.7M |
| Baron Financial Group, LLC | 1.61% | Reduce -1.8% | 34,013 | $2.6M |
| Merit Financial Group, LLC | 0.05% | Add +14.6% | 33,102 | $2.5M |
| Pine Haven Investment Counsel, Inc | 2.05% | Add +3.1% | 32,722 | $2.5M |
| Silver Oak Wealth Advisors Services, LLC | 2.12% | — | 32,250 | $2.5M |
| WealthShield Partners, LLC | 0.35% | Reduce -9.6% | 32,237 | $2.5M |
| Vision Capital Management, Inc. | 0.36% | Add +1.2% | 32,016 | $2.4M |
| Gould Asset Management LLC | 0.51% | Add +1.2% | 31,882 | $2.4M |
| Cambridge Associates LLC /Ma/ | 0.08% | Reduce -54.5% | 31,737 | $2.4M |
| Montecito Bank & Trust | 0.42% | Add +23.7% | 31,493 | $2.4M |
| Wesbanco Bank Inc. | 0.08% | Add +0.6% | 30,580 | $2.3M |
| RTD Financial Advisors, Inc. | 0.30% | Reduce -1.0% | 30,306 | $2.3M |
| Financial Advisors, LLC | 0.44% | Reduce -2.0% | 30,153 | $2.3M |
| Focus Partners Wealth | 0.01% | Add +189.7% | 30,046 | $2.3M |
| Brio Consultants, LLC | 0.36% | Add +12.0% | 29,855 | $2.3M |
| GC Wealth Management RIA, LLC | 0.40% | Reduce -11.3% | 29,697 | $2.3M |
| Brandywine Oak Private Wealth LLC | 0.22% | Add +8.4% | 29,412 | $2.2M |
| Sincerus Advisory, LLC | 2.37% | — | 29,065 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Reduce -10.8% | 29,002 | $2.2M |
| Choreo, LLC | 0.03% | Reduce -3.8% | 28,813 | $2.2M |
| Charter Oak Capital Management, LLC | 0.20% | Reduce -2.1% | 28,387 | $2.2M |
| Bailard, Inc. | 0.05% | Add +12.4% | 28,207 | $2.1M |
| IMA Advisory Services, Inc. | 0.26% | New | 27,842 | $2.1M |
| Alaska Wealth Advisors, LLC | 0.33% | Add +3.4% | 27,815 | $2.1M |
| Legacy Edge Advisors, LLC | 0.33% | Add +0.9% | 27,422 | $2.1M |
| Diversified Trust Co. | 0.05% | Add +16.6% | 27,313 | $2.1M |
| Long Run Wealth Advisors, LLC | 0.50% | Add +6.9% | 27,133 | $2.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | Reduce -30.7% | 27,120 | $2.1M |
| Hilltop Wealth Advisors, LLC | 1.02% | Reduce -8.4% | 26,597 | $2.0M |
| Neumann Capital Management, LLC | 0.67% | Reduce -1.9% | 26,565 | $2.0M |
| Heritage Wealth Advisors | 0.10% | Add +1.3% | 26,372 | $2.0M |
| &partners | 0.02% | Add +833.8% | 25,697 | $2.0M |
| Cranbrook Wealth Management, LLC | 0.45% | Reduce -1.0% | 25,560 | $1.9M |
| TriaGen Wealth Management LLC | 0.65% | Reduce -0.5% | 25,350 | $1.9M |
| Affiance Financial, LLC | 0.46% | Add +0.1% | 25,291 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.54% | Add +0.4% | 25,092 | $1.9M |
| Vicus Capital | 0.17% | Add +5.5% | 24,838 | $1.9M |
| Values Added Financial LLC | 1.06% | Add +26.2% | 24,105 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +5.4% | 23,960 | $1.8M |
| CFM Wealth Partners LLC | 0.30% | Add +2.1% | 23,662 | $1.8M |
| OLIO Financial Planning | 0.63% | Add +18.4% | 23,602 | $1.8M |
| One Capital Management, LLC | 0.06% | Reduce -1.4% | 23,436 | $1.8M |
| Halbert Hargrove Global Advisors, LLC | 0.10% | Add +3.0% | 23,274 | $1.8M |
| RHS Financial, LLC | 0.91% | Add +0.9% | 23,112 | $1.8M |
| Wingate Wealth Advisors, Inc. | 1.73% | — | 23,094 | $1.8M |
| BigSur Wealth Management LLC | 0.50% | No change | 23,000 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -49.5% | 22,866 | $1.7M |
| Connecticut Wealth Management, LLC | 0.08% | Reduce -13.7% | 22,700 | $1.7M |
| First Financial Bank - Trust Division | 0.16% | Reduce -1.0% | 22,016 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Add +3.3% | 21,805 | $1.7M |
| National Bank of Canada | 0.00% | New | 21,112 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -9.8% | 21,072 | $1.6M |
| HB Wealth Management, LLC | 0.02% | Add +4.2% | 20,724 | $1.6M |
| One Wealth Advisors, LLC | 0.23% | Add +4.7% | 20,498 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.27% | Add +2.6% | 19,954 | $1.5M |
| Composition Wealth, LLC | 0.03% | Add +17.9% | 19,907 | $1.5M |
| Private Wealth Management Group, LLC | 0.58% | Add +1.4% | 19,863 | $1.5M |
| GenTrust, LLC | 0.07% | Add +0.1% | 19,621 | $1.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.36% | Add +29.3% | 19,559 | $1.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +0.2% | 19,512 | $1.5M |
| Portland Global Advisors LLC | 0.18% | Reduce -0.2% | 18,800 | $1.4M |
| Haverford Trust Co | 0.01% | Add +38.8% | 18,683 | $1.4M |
| Summit Wealth Group, LLC | 0.40% | Add +3.5% | 18,225 | $1.4M |
| Williams & Novak, LLC | 1.33% | Reduce -11.7% | 18,129 | $1.4M |
| Birchbrook, Inc. | 0.78% | Add +0.3% | 18,073 | $1.4M |
| CGN Advisors LLC | 0.13% | Add +6.6% | 18,048 | $1.4M |
| Elevation Wealth Partners, LLC | 0.58% | Reduce -15.9% | 17,950 | $1.4M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.3% | 17,486 | $1.3M |
| Planning Alternatives Ltd. | 0.20% | Add +10.0% | 17,491 | $1.3M |
| Centennial Bank | 0.61% | Reduce -7.5% | 17,025 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +5.5% | 16,546 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.07% | Add +3.8% | 16,438 | $1.3M |
| Johnson Financial Group, LLC | 0.15% | Add +4.1% | 16,380 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,343 | $1.2M |
| NorthRock Partners, LLC | 0.04% | Reduce -9.6% | 16,319 | $1.2M |
| Brooklyn FI, LLC | 0.41% | Add +3.0% | 16,277 | $1.2M |
| WealthCollab, LLC | 0.77% | Add +10.3% | 15,817 | $1.2M |
| Carr Financial Group Corp | 0.38% | Reduce -0.3% | 15,734 | $1.2M |
| Montis Financial, LLC | 0.35% | Add +49.2% | 14,812 | $1.1M |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -22.5% | 14,731 | $1.1M |
| Cascade Financial Partners, LLC | 0.14% | No change | 14,414 | $1.1M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -2.4% | 14,209 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Add +41.6% | 14,156 | $1.1M |
| Mendel Capital Management LLC | 0.63% | Add +0.0% | 13,714 | $1.0M |
| Aprio Wealth Management, LLC | 0.15% | Add +1.6% | 13,566 | $1.0M |
| Ipsen Advisor Group LLC | 0.88% | — | 13,501 | $1.0M |
| Werba Rubin Papier Wealth Management | 0.24% | Reduce -0.1% | 13,463 | $1.0M |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +10.0% | 13,452 | $1.0M |
| Asset Dedication, LLC | 0.08% | Reduce -3.0% | 13,416 | $1.0M |
| Omega Financial Group, LLC | 0.37% | Add +2.9% | 12,763 | $972K |
| Elios Financial Group Inc. | 0.46% | Reduce -17.3% | 12,744 | $970K |
| Affinity Capital Advisors, LLC | 0.18% | Reduce -10.0% | 12,617 | $969K |
| Regatta Capital Group, LLC | 0.18% | Add +0.6% | 12,506 | $952K |
| Acropolis Investment Management, LLC | 0.06% | Add +12.8% | 12,421 | $946K |
| Coastline Trust Co | 0.11% | Add +10.1% | 12,376 | $942K |
| Financial Counselors Inc. | 0.01% | Add +11.3% | 12,367 | $942K |
| Comerica Bank | 0.00% | Reduce -0.4% | 12,360 | $941K |
| Sage Advisory Services, Ltd.Co. | 0.56% | Reduce -6.5% | 12,324 | $938K |
| Capital Analysts, LLC | 0.04% | Add +0.9% | 12,135 | $924K |
| A&I Financial Services, LLC | 0.89% | — | 12,052 | $918K |
| Shepherd Financial Partners LLC | 0.11% | Add +0.6% | 12,050 | $918K |
| Armbruster Capital Management, Inc. | 0.19% | No change | 12,032 | $916K |
| Foster Dykema Cabot & Partners, LLC | 0.07% | Add +191.9% | 12,017 | $915K |
| Janney Montgomery Scott LLC | 0.00% | Add +110.4% | 11,801 | $899K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.0% | 11,789 | $898K |
| Brewster Financial Planning LLC | 0.68% | Add +130.3% | 11,776 | $897K |
| GTS Securities LLC | 0.04% | New | 11,684 | $890K |
| Cambridge Financial Group, LLC | 0.38% | Reduce -3.4% | 11,647 | $887K |
| Compound Planning, Inc. | 0.04% | Reduce -15.4% | 11,624 | $885K |
| HF Advisory Group, LLC | 0.41% | Add +12.8% | 11,599 | $883K |
| Schneider Downs Wealth Management Advisors, LP | 0.16% | Add +10.1% | 11,509 | $876K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -34.1% | 11,498 | $875K |
| Sensible Financial Planning & Management, LLC. | 0.18% | Add +62.0% | 11,386 | $867K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +17.0% | 11,324 | $862K |
| Perennial Investment Advisors, LLC | 0.10% | Add +10.2% | 11,298 | $860K |
| Jordan Park Group LLC | 0.06% | Add +0.4% | 10,968 | $835K |
| Deutsche Bank AG | 0.00% | Reduce -2.7% | 10,722 | $816K |
| Presilium Private Wealth, LLC | 0.19% | Add +15.7% | 10,674 | $813K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.9% | 10,079 | $809K |
| Quadrant Capital Group LLC | 0.06% | No change | 10,617 | $808K |
| Richard P Slaughter Associates Inc | 0.18% | Add +8.5% | 10,509 | $800K |
| 1ST Source Bank | 0.05% | Add +6.3% | 10,420 | $793K |
| Brighton Jones LLC | 0.02% | Add +13.7% | 10,341 | $787K |
| Acadian Asset Management LLC | 0.00% | Reduce -64.9% | 10,356 | $787K |
| Mission Creek Capital Partners, Inc. | 0.17% | Reduce -3.4% | 10,312 | $785K |
| ERn Financial, LLC | 0.12% | Add +6.5% | 10,165 | $774K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 10,132 | $771K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 10,130 | $771K |
| Whittier Trust Co. | 0.01% | Reduce -21.4% | 9,969 | $759K |
| Townsquare Capital LLC | 0.01% | Add +12.6% | 9,936 | $757K |
| Symmetry Partners, LLC | 0.10% | Add +32.8% | 9,617 | $732K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.4% | 9,552 | $727K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.4% | 9,418 | $717K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.2% | 9,360 | $713K |
| Diversified Enterprises, LLC | 0.07% | Reduce -37.9% | 9,343 | $711K |
| HTLF Bank | 0.08% | No change | 9,293 | $708K |
| Clarity Asset Management, Inc. | 0.46% | Reduce -1.0% | 9,179 | $699K |
| Level Financial Advisors | 0.25% | No change | 9,067 | $690K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -8.4% | 9,040 | $688K |
| Birch Hill Investment Advisors LLC | 0.03% | Add +6.0% | 8,973 | $683K |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -0.9% | 8,926 | $680K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +4.7% | 8,915 | $679K |
| Bell Investment Advisors, Inc | 0.13% | Add +6.0% | 8,909 | $678K |
| Ameraudi Asset Management, Inc. | 0.37% | No change | 8,888 | $677K |
| PDS Planning, Inc | 0.06% | Add +2.5% | 8,740 | $665K |
| Equitable Holdings, Inc. | 0.01% | Add +35.1% | 8,564 | $652K |
| Sharper & Granite LLC | 0.29% | Reduce -2.8% | 8,561 | $652K |
| Warren Street Wealth Advisors, LLC | 0.27% | Add +12.4% | 8,560 | $652K |
| SVB Wealth LLC | 0.01% | New | 8,486 | $646K |
| Western Wealth Management, LLC | 0.03% | Reduce -3.0% | 8,370 | $637K |
| Higgins & Schmidt Wealth Strategies LLC | 0.40% | New | 8,366 | $637K |
| Peak Financial Management, Inc. | 0.19% | Reduce -8.6% | 8,351 | $636K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -27.4% | 8,318 | $633K |
| Capasso Planning Partners LLC | 0.25% | Reduce -1.4% | 8,159 | $621K |
| JFG Wealth Management, LLC | 0.14% | No change | 8,077 | $615K |
| Equita Financial Network, Inc. | 0.22% | Reduce -0.1% | 8,059 | $614K |
| Avantax Advisory Services, Inc. | 0.00% | Add +55.1% | 8,048 | $613K |
| WT Wealth Management | 0.19% | Add +4.4% | 8,024 | $611K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.7% | 8,018 | $610K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -0.8% | 7,995 | $609K |
| Vontobel Holding Ltd. | 0.00% | Add +0.4% | 7,962 | $606K |
| Baker Avenue Asset Management, LP | 0.02% | Add +28.7% | 7,897 | $601K |
| BlueStem Wealth Partners, LLC | 0.08% | — | 7,859 | $598K |
| First Foundation Advisors | 0.02% | Add +15.3% | 7,730 | $589K |
| Sentinel Trust Co. Lba | 0.07% | No change | 7,709 | $587K |
| Foster Group, Inc. | 0.02% | Add +10.9% | 7,696 | $586K |
| Aaron Wealth Advisors LLC | 0.07% | Reduce -3.2% | 7,670 | $584K |
| Financial Insights, Inc. | 0.22% | Reduce -3.3% | 7,417 | $565K |
| Fort Point Capital Partners LLC | 0.06% | No change | 7,403 | $564K |
| First Hawaiian Bank | 0.02% | Add +75.2% | 7,366 | $561K |
| Wealth Dimensions Group, Ltd. | 0.14% | Reduce -3.2% | 7,352 | $560K |
| VERITY Wealth Advisors | 0.40% | No change | 7,335 | $558K |
| Private Trust Co. NA | 0.06% | Reduce -1.4% | 7,280 | $554K |
| Argent Trust Co | 0.02% | Reduce -2.8% | 7,154 | $545K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -29.9% | 7,104 | $541K |
| Perigon Wealth Management, LLC | 0.01% | Add +32.4% | 6,942 | $534K |
| Shotwell Rutter Baer Inc | 0.44% | Reduce -0.6% | 6,943 | $524K |
| Nepc LLC | 0.01% | New | 6,878 | $524K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -2.8% | 6,871 | $523K |
| MAI Capital Management | 0.00% | Add +12.9% | 6,855 | $522K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -75.3% | 6,850 | $522K |
| Pittenger & Anderson Inc. | 0.02% | Add +0.9% | 6,686 | $509K |
| Aufman Associates Inc | 0.34% | Add +1.3% | 6,676 | $508K |
| Addison Advisors LLC | 0.14% | No change | 6,631 | $505K |
| Frisch Financial Group, Inc. | 0.15% | Reduce -15.0% | 6,619 | $504K |
| Morton Brown Family Wealth, LLC | 0.17% | Reduce -5.9% | 6,594 | $502K |
| Matrix Asset Advisors Inc. | 0.05% | Add +54.1% | 6,563 | $500K |
| Bogart Wealth, LLC | 0.02% | Reduce -24.7% | 6,544 | $498K |
| Falcon Wealth Planning | 0.06% | Reduce -3.4% | 6,516 | $496K |
| Fulcrum Capital LLC | 0.10% | No change | 6,482 | $494K |
| Bell Bank | 0.04% | Reduce -0.3% | 6,451 | $491K |
| Sage Financial Group Inc. | 0.04% | Add +1.9% | 6,411 | $488K |
| Farrell Financial LLC | 0.35% | Add +1.3% | 6,401 | $487K |
| Great Diamond Partners, LLC | 0.13% | Add +3.7% | 6,378 | $486K |
| CIBC Asset Management Inc | 0.00% | No change | 6,245 | $475K |
| North Berkeley Wealth Management, LLC | 0.48% | — | 6,233 | $475K |
| Curtis Advisory Group, LLC | 0.12% | Reduce -10.0% | 6,092 | $464K |
| IFP Advisors, Inc | 0.01% | Reduce -0.0% | 5,968 | $454K |
| Citadel Advisors | 0.00% | Add +86.8% | 5,919 | $451K |
| Paulson Wealth Management Inc. | 0.12% | Add +2.8% | 5,914 | $450K |
| Idaho Trust Co | 0.23% | No change | 5,900 | $449K |
| Weil Company, Inc. | 0.15% | Add +14.4% | 5,870 | $447K |
| Advisory Alpha, LLC | 0.02% | Add +0.5% | 5,720 | $436K |
| Ballentine Partners, LLC | 0.01% | No change | 5,622 | $428K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -0.6% | 5,598 | $426K |
| Beacon Financial Planning, Inc. | 0.24% | Add +1.3% | 5,504 | $419K |
| Kelman-Lazarov, Inc. | 0.07% | Add +2.1% | 5,468 | $416K |
| Chesley Taft & Associates LLC | 0.02% | No change | 5,450 | $415K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 5,393 | $411K |
| ABLE Financial Group, LLC | 0.12% | Add +6.9% | 5,390 | $410K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 5,356 | $408K |
| Capital Advantage, Inc. | 0.07% | New | 5,325 | $405K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.2% | 5,309 | $404K |
| LongView Asset Management LLC | 0.35% | — | 5,298 | $403K |
| Grant/GrossMendelsohn, LLC | 0.21% | Add +0.4% | 5,220 | $397K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 5,210 | $397K |
| Community Bank, N.A. | 0.05% | No change | 5,199 | $396K |
| Appleton Partners Inc. | 0.03% | No change | 5,171 | $394K |
| First Trust Advisors LP | 0.00% | New | 5,168 | $394K |
| Bigelow Investment Advisors, LLC | 0.18% | Reduce -14.8% | 5,150 | $392K |
| Apollon Wealth Management, LLC | 0.01% | Add +7.8% | 5,085 | $387K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.8% | 5,070 | $386K |
| Adero Partners, LLC | 0.02% | No change | 4,935 | $376K |
| New England Private Wealth Advisors LLC | 0.06% | Add +1.3% | 4,892 | $372K |
| Milestone Investment Advisors LLC | 0.10% | Add +0.0% | 4,890 | $372K |
| JSF Financial, LLC | 0.10% | Reduce -5.3% | 4,890 | $372K |
| McAdam, LLC | 0.02% | Add +19.9% | 4,851 | $369K |
| Truefg, LLC | 0.12% | Add +6.5% | 4,821 | $367K |
| Manning & Napier Advisors LLC | 0.00% | Add +13.2% | 4,816 | $367K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +3.1% | 4,694 | $357K |
| DDFG, Inc | 0.10% | Reduce -5.2% | 4,655 | $354K |
| Sherman Asset Management, Inc. | 0.32% | — | 4,638 | $353K |
| Heritage Trust Co | 0.04% | — | 4,627 | $352K |
| Compass Ion Advisors, LLC | 0.04% | No change | 4,622 | $352K |
| Tme Financial, Inc. | 0.33% | — | 4,162 | $350K |
| Bluespring Wealth Management, LLC | 0.04% | Add +4.4% | 4,594 | $350K |
| Investor's Fiduciary Advisor Network, LLC | 0.13% | — | 4,499 | $342K |
| Moller Wealth Partners | 0.09% | No change | 4,480 | $341K |
| Wade Financial Advisory, Inc | 0.12% | Add +19.2% | 4,470 | $340K |
| Napatree Capital LLC | 0.20% | Reduce -0.8% | 4,461 | $340K |
| Callan Family Office, LLC | 0.02% | Add +28.8% | 4,424 | $337K |
| Metis Global Partners, LLC | 0.01% | Add +3.7% | 4,392 | $334K |
| Morling Financial Advisors, LLC | 0.12% | Add +7.7% | 4,385 | $334K |
| SkyView Investment Advisors, LLC | 0.05% | Reduce -0.6% | 4,346 | $331K |
| WNY Asset Management, LLC | 0.04% | Add +0.5% | 4,305 | $328K |
| Merriman Wealth Management, LLC | 0.01% | New | 4,296 | $327K |
| Unionview, LLC | 0.24% | Add +1.0% | 4,265 | $325K |
| Verus Wealth Management, LLC | 0.36% | — | 4,260 | $324K |
| Fingerlakes Wealth Management, Inc. | 0.26% | Add +5.0% | 4,258 | $324K |
| Darden Wealth Group Inc | 0.22% | No change | 4,233 | $322K |
| Michael A. Dubis Financial Planning, LLC | 0.31% | — | 4,170 | $318K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -82.8% | 4,174 | $318K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -82.8% | 4,174 | $318K |
| Mgo One Seven LLC | 0.01% | Reduce -6.8% | 4,159 | $317K |
| Arkos Global Advisors | 0.05% | Reduce -0.2% | 4,112 | $313K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.7% | 4,105 | $313K |
| Old Mission Capital LLC | 0.01% | Add +27.8% | 4,091 | $311K |
| FC Advisory LLC | 0.10% | New | 4,077 | $310K |
| CWC Advisors, LLC. | 0.31% | Add +0.1% | 4,073 | $310K |
| TD Private Client Wealth LLC | 0.01% | Add +14.4% | 4,060 | $309K |
| Warner Financial, Inc. | 0.13% | Add +0.2% | 4,042 | $308K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +12.3% | 4,045 | $308K |
| Hughes Financial Services, LLC | 0.06% | — | 4,022 | $306K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 4,017 | $306K |
| Nautilus Advisors LLC | 0.24% | — | 4,000 | $305K |
| Hanson & Doremus Investment Management | 0.05% | No change | 3,995 | $304K |
| PrairieView Partners, LLC | 0.03% | Add +7.8% | 3,984 | $303K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -2.5% | 3,942 | $300K |
| World Investment Advisors | 0.01% | Add +10.6% | 3,934 | $300K |
| Valley National Advisers Inc. | 0.05% | Reduce -4.4% | 3,901 | $296K |
| Veracity Capital LLC | 0.11% | Add +1.9% | 3,881 | $295K |
| Simmons Bank | 0.02% | Reduce -0.4% | 3,878 | $295K |
| Focus Financial Network, Inc. | 0.01% | Add +2.0% | 3,856 | $294K |
| Bangor Savings Bank | 0.03% | Add +3.0% | 3,835 | $292K |
| Gemmer Asset Management LLC | 0.03% | Reduce -36.9% | 3,833 | $292K |
| Topel & Distasi Wealth Management, LLC | 0.12% | Add +0.9% | 3,759 | $286K |
| Root Financial Partners, LLC | 0.04% | No change | 3,757 | $286K |
| Silver Oak Advisory Group, Inc. | 0.15% | Add +1.4% | 3,751 | $285K |
| Integrated Advisors Network LLC | 0.01% | Add +0.4% | 3,737 | $285K |
| Global Retirement Partners, LLC | 0.01% | Add +1.6% | 3,712 | $283K |
| Diversify Advisory Services, LLC | 0.02% | Add +8.4% | 3,736 | $282K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.9% | 3,676 | $280K |
| O'Brien Wealth Partners LLC | 0.05% | No change | 3,676 | $280K |
| Private Capital Management LLC | 0.06% | Reduce -9.4% | 3,673 | $280K |
| Libra Wealth LLC | 0.11% | No change | 3,668 | $279K |
| Bank of Hawaii | 0.02% | Reduce -28.7% | 3,636 | $277K |
| Pecaut & Co. | 0.10% | Add +40.6% | 3,631 | $276K |
| United Asset Strategies, Inc. | 0.03% | Reduce -6.1% | 3,622 | $276K |
| Hilltop Partners LLC | 0.09% | Add +4.9% | 3,592 | $273K |
| Concord Wealth Partners | 0.04% | Reduce -11.6% | 3,583 | $273K |
| Compass Investment Advisers LLC | 0.79% | — | 3,577 | $272K |
| Marcum Wealth, LLC | 0.02% | Add +1.6% | 3,567 | $272K |
| True Link Financial Advisors, LLC | 0.02% | New | 3,547 | $270K |
| Opulen Financial Group LLC | 0.24% | — | 3,538 | $269K |
| Tarbox Family Office, Inc. | 0.04% | Add +0.6% | 3,527 | $269K |
| Courier Capital LLC | 0.02% | New | 3,526 | $268K |
| Maxwell Wealth Strategies Inc. | 0.11% | No change | 3,523 | $268K |
| Vested Financial Planning, LLC | 0.25% | — | 3,504 | $267K |
| Forte Capital LLC | 0.03% | Add +3.9% | 3,462 | $264K |
| Signaturefd, LLC | 0.00% | Add +20.2% | 3,413 | $260K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 3,400 | $259K |
| D. Scott Neal, Inc. | 0.14% | Add +0.7% | 3,393 | $258K |
| Farmers National Bank | 0.08% | — | 3,382 | $258K |
| Leverty Financial Group, LLC | 0.13% | New | 3,365 | $256K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -16.2% | 3,326 | $253K |
| Rede Wealth, LLC | 0.10% | Add +15.7% | 3,286 | $250K |
| Stephens Consulting, LLC | 0.06% | Add +11.1% | 3,259 | $248K |
| Brown Advisory Inc. | 0.00% | Add +4.6% | 3,231 | $246K |
| Independent Advisor Alliance | 0.00% | New | 3,192 | $243K |
| Sterling Investment Advisors LLC | 0.14% | Add +1.6% | 3,180 | $242K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,172 | $242K |
| Cibc World Market Inc. | 0.00% | No change | 3,144 | $239K |
| Marshall & Sterling Wealth Advisors Inc. | 0.16% | — | 3,121 | $238K |
| BLB&B Advisors, LLC | 0.01% | No change | 3,105 | $236K |
| Ascent Capital Management, LLC | 0.24% | — | 3,069 | $234K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | New | 3,063 | $233K |
| Associated Banc-Corp | 0.01% | New | 3,063 | $233K |
| Synergy Asset Management, LLC | 0.02% | No change | 2,746 | $231K |
| Continuum Advisory, LLC | 0.03% | Reduce -5.6% | 3,018 | $230K |
| Stonebridge Financial Group, LLC | 0.03% | — | 2,988 | $228K |
| Verus Capital Partners, LLC | 0.02% | Add +9.4% | 2,967 | $226K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 2,957 | $225K |
| Arq Wealth Advisors, LLC | 0.08% | Reduce -17.4% | 2,909 | $221K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -0.4% | 2,899 | $221K |
| Vanguard Group Inc. | 0.00% | Reduce -6.9% | 2,893 | $220K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +9.4% | 2,866 | $218K |
| XML Financial, LLC | 0.02% | Add +0.1% | 2,866 | $218K |
| Bordeaux Wealth Advisors LLC | 0.03% | No change | 2,795 | $213K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -1.3% | 2,675 | $212K |
| NewEdge Wealth, LLC | 0.00% | Add +12.6% | 2,754 | $210K |
| Morris Financial Concepts, Inc. | 0.09% | Add +3.2% | 2,750 | $209K |
| Lake Street Private Wealth, LLC | 0.03% | Add +2.3% | 2,750 | $209K |
| Petros Family Wealth, LLC | 0.23% | — | 2,735 | $208K |
| Bright Financial Advisors, Inc. | 0.13% | No change | 2,709 | $206K |
| Round Rock Advisors LLC | 0.04% | No change | 2,648 | $202K |
| Stephenson & Company, Inc. | 0.13% | New | 2,627 | $200K |
| AdvisorNet Financial, Inc | 0.02% | Add +4.2% | 2,590 | $197K |
| Cwm, LLC | 0.00% | Add +92.6% | 2,593 | $197K |
| Trust Co. of Vermont | 0.01% | Add +109.9% | 2,580 | $196K |
| Principal Securities, Inc. | 0.00% | Reduce -7.2% | 2,533 | $193K |
| Atlas Capital Advisors Inc. | 0.02% | Add +0.1% | 2,350 | $179K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +6.2% | 2,215 | $169K |
| Sachetta, LLC | 0.07% | Reduce -2.5% | 2,204 | $168K |
| Bank of Montreal | 0.00% | Add +348.6% | 2,158 | $164K |
| Motco | 0.02% | Add +368.8% | 2,091 | $159K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.8% | 2,085 | $159K |
| Cornerstone Planning Group LLC | 0.04% | Add +1.3% | 1,963 | $156K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -0.3% | 2,007 | $153K |
| WPG Advisers, LLC | 0.14% | — | 1,974 | $150K |
| Keener Financial Planning LLC | 0.09% | Add +159.1% | 1,969 | $149K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,893 | $144K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,880 | $143K |
| Horizons Wealth Management | 0.11% | No change | 1,873 | $143K |
| Finley Financial, LLC | 0.07% | — | 1,830 | $140K |
| Johnson Financial Group, Inc. | 0.01% | Add +0.7% | 1,657 | $132K |
| McClarren Financial Advisors, Inc. | 0.37% | Add +37.7% | 1,723 | $131K |
| Bellwether Advisors, LLC | 0.02% | New | 1,717 | $131K |
| Covestor Ltd | 0.08% | Reduce -2.7% | 1,671 | $127K |
| Gould Capital, LLC | 0.09% | No change | 1,614 | $123K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | Add +6.4% | 1,575 | $120K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 1,534 | $117K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.5% | 1,527 | $116K |
| Stance Capital LLC | 0.07% | — | 1,504 | $115K |
| Assetmark, Inc. | 0.00% | Add +113.0% | 1,463 | $111K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,411 | $107K |
| Fort Vancouver Investment Management, LLC | 0.09% | No change | 1,344 | $102K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,267 | $96K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +3.8% | 1,231 | $94K |
| Coppell Advisory Solutions LLC | 0.01% | Add +116.8% | 1,158 | $88K |
| Investors Research Corp | 0.02% | No change | 1,137 | $87K |
| Bfsg, LLC | 0.01% | No change | 1,114 | $85K |
| AllSquare Wealth Management LLC | 0.05% | No change | 1,096 | $83K |
| Allworth Financial LP | 0.00% | Add +28.4% | 1,061 | $83K |
| Trust Co | 0.01% | Add +6.8% | 1,051 | $80K |
| Founders Financial Alliance, LLC | 0.02% | No change | 950 | $72K |
| Hurley Capital, LLC | 0.06% | — | 929 | $71K |
| Rice Partnership, LLC | 0.01% | Add +19.3% | 916 | $70K |
| 4Thought Financial Group Inc. | 0.04% | No change | 869 | $66K |
| Princeton Global Asset Management LLC | 0.01% | New | 863 | $66K |
| Pacifica Partners Inc. | 0.03% | No change | 850 | $64K |
| Phillips Financial Management, LLC | 0.01% | Add +9.3% | 843 | $64K |
| Financial Gravity Companies, Inc. | 0.01% | Reduce -2.4% | 801 | $61K |
| Geneos Wealth Management Inc. | 0.00% | Add +8.4% | 800 | $61K |
| IAG Wealth Partners, LLC | 0.01% | No change | 765 | $58K |
| TD Capital Management LLC | 0.01% | Add +1.4% | 730 | $56K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 699 | $55K |
| Kimelman & Baird, LLC | 0.00% | No change | 692 | $53K |
| Balefire, LLC | 0.02% | New | 682 | $52K |
| Pacific Center for Financial Services | 0.01% | No change | 673 | $51K |
| Your Advocates Ltd., LLP | 0.02% | Add +0.5% | 673 | $51K |
| Ancora Advisors LLC | 0.00% | No change | 657 | $50K |
| Evolution Advisers, Inc. | 0.03% | No change | 650 | $49K |
| FAS Wealth Partners, Inc. | 0.00% | Add +5.6% | 637 | $48K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 635 | $48K |
| Archer Investment Corp | 0.01% | No change | 635 | $48K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 627 | $48K |
| Larson Financial Group LLC | 0.00% | Add +4.7% | 627 | $48K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $46K |
| Spire Wealth Management | 0.00% | No change | 585 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 567 | $43K |
| UMB Bank, n.a. | 0.00% | New | 568 | $43K |
| Rialto Wealth Management, LLC | 0.01% | — | 564 | $43K |
| Center for Financial Planning, Inc. | 0.01% | No change | 545 | $41K |
| Avior Wealth Management, LLC | 0.00% | New | 500 | $38K |
| Smithfield Trust Co | 0.00% | No change | 496 | $38K |
| Ruedi Wealth Management, Inc. | 0.01% | Add +5.5% | 480 | $37K |
| Redwood Park Advisors LLC | 0.03% | — | 469 | $36K |
| Sandy Spring Bank | 0.00% | Add +0.2% | 438 | $33K |
| Rise Advisors, LLC | 0.02% | Add +1.4% | 438 | $33K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 408 | $31K |
| NBT Bank, N.A. | 0.00% | No change | 377 | $29K |
| Iron Horse Wealth Management, LLC | 0.01% | Add +3.0% | 372 | $28K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 350 | $27K |
| Atticus Wealth Management, LLC | 0.01% | Add +1.2% | 348 | $27K |
| Golden State Wealth Management, LLC | 0.00% | — | 346 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | Add +9.7% | 341 | $26K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 330 | $25K |
| Winthrop Capital Management, LLC | 0.01% | No change | 323 | $25K |
| North Ridge Wealth Advisors, Inc. | 0.02% | New | 325 | $25K |
| Creative Capital Management Investments LLC | 0.01% | No change | 321 | $24K |
| Coston, McIsaac & Partners | 0.01% | Add +1.4% | 287 | $21K |
| Bessemer Group Inc. | 0.00% | Add +30.6% | 282 | $21K |
| Tortoise Investment Management, LLC | 0.00% | No change | 266 | $20K |
| HM Payson & Co. | 0.00% | No change | 257 | $20K |
| Key Financial Inc | 0.00% | Reduce -73.8% | 225 | $17K |
| Longview Financial Advisors LLC | 0.01% | — | 222 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 219 | $17K |
| Crewe Advisors LLC | 0.00% | Add +9.9% | 210 | $16K |
| Ameriflex Group, Inc. | 0.01% | — | 200 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 185 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 183 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | New | 172 | $13K |
| AE Wealth Management LLC | 0.00% | New | 166 | $13K |
| Copia Wealth Management | 0.01% | — | 164 | $12K |
| Bokf, NA | 0.00% | No change | 160 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -95.8% | 155 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 155 | $12K |
| Grand Wealth Management, LLC | 0.01% | Add +9.7% | 147 | $11K |
| Sage Mountain Advisors LLC | 0.00% | No change | 146 | $11K |
| Compass Financial Services Inc | 0.01% | — | 137 | $10K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -10.4% | 121 | $9K |
| Transce3nd, LLC | 0.00% | — | 120 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 110 | $8K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 99 | $8K |
| Decker Retirement Planning Inc. | 0.00% | — | 93 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 92 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -3.2% | 90 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 89 | $7K |
| Centerpoint Advisors, LLC | 0.00% | Add +62.5% | 78 | $6K |
| BNP Paribas Financial Markets | 0.00% | Reduce -88.7% | 77 | $6K |
| Founders Capital Management | 0.00% | No change | 73 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 68 | $5K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 67 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.0% | 64 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 60 | $5K |
| NewSquare Capital LLC | 0.00% | No change | 57 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -69.9% | 52 | $4K |
| Optiver Holding B.V. | 0.00% | No change | 41 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 33 | $3K |
| West Financial Advisors, LLC | 0.00% | New | 32 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 30 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 27 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 6 | $457 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $381 |
| Glassman Wealth Services | 0.00% | No change | 2 | $152 |
| Financial Life Planners | 0.00% | — | 1 | $77 |
"% 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.