iShares Trust iShares ESG AwESGDETF
13F holders, Q1 2025 (March 31)609holders −1
38new positions
32sold out
3famous investors
$81.69avg. 13F price*
At the end of Q1 2025, 609 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, down 1 from Q4 2024. 38 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($869.1M), JPMorgan Chase & Co. ($586.0M) and Empower Advisory Group, LLC ($478.6M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Trust iShares ESG Aw
- CUSIP
- 46435G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $11.7M |
| Exits | 32 | $16.2M |
All 13F filers, Q4 2024 → Q1 2025: 3,298,027 shares bought and 3,296,896 shares sold, net +1,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 609 holders
| Bank of America Corp. | 0.08% | Add +9.6% | 10,639,251 | $869.1M |
| JPMorgan Chase & Co. | 0.04% | Add +14.4% | 7,173,197 | $586.0M |
| Empower Advisory Group, LLC | 1.56% | Reduce -1.8% | 5,858,225 | $478.6M |
| Northern Trust Corp. | 0.07% | Add +0.9% | 5,656,013 | $462.0M |
| Morgan Stanley | 0.03% | Reduce -4.0% | 4,854,304 | $396.5M |
| Tiaa Trust, National Association | 1.09% | Reduce -4.5% | 4,278,805 | $349.5M |
| Betterment LLC | 0.64% | Reduce -3.2% | 3,295,488 | $269.2M |
| FMR LLC | 0.01% | Add +8.8% | 2,549,402 | $208.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -4.6% | 1,784,896 | $145.8M |
| Wells Fargo & Company | 0.03% | Add +0.5% | 1,661,510 | $135.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.3% | 1,571,253 | $128.4M |
| Acorns Advisers, LLC | 1.14% | Reduce -2.6% | 1,456,662 | $119.0M |
| UBS Group AG | 0.02% | Reduce -9.2% | 1,308,502 | $106.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -35.7% | 1,290,845 | $105.5M |
| Fifth Third Bancorp | 0.40% | Reduce -6.6% | 1,288,831 | $105.3M |
| Mercer Global Advisors Inc. | 0.23% | Add +1.9% | 1,229,253 | $100.4M |
| Wealthfront Advisers LLC | 0.25% | Reduce -0.5% | 1,121,344 | $91.6M |
| BlackRock, Inc. | 0.00% | Reduce -3.2% | 1,086,253 | $88.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +6.7% | 1,083,587 | $88.5M |
| Spinnaker Trust | 5.63% | Reduce -12.2% | 1,054,975 | $86.2M |
| Commonwealth Equity Services, LLC | 0.12% | Add +3.0% | 1,016,204 | $83.0M |
| Flputnam Investment Management Co. | 1.54% | Reduce -1.8% | 1,006,200 | $82.2M |
| US Bancorp \de | 0.09% | Reduce -3.1% | 825,203 | $67.4M |
| Ellevest, Inc. | 4.38% | Reduce -11.5% | 805,253 | $65.8M |
| PNC Financial Services Group, Inc. | 0.03% | Add +11.9% | 621,606 | $50.8M |
| EP Wealth Advisors, LLC | 0.36% | Reduce -0.4% | 551,520 | $45.1M |
| Creative Planning | 0.04% | Add +1.9% | 549,666 | $44.9M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.6% | 548,819 | $44.8M |
| M&T Bank Corp | 0.16% | Reduce -0.4% | 532,277 | $43.5M |
| Fiduciary Trust Co | 0.57% | Add +1.3% | 531,916 | $43.5M |
| LPL Financial LLC | 0.02% | Add +2.0% | 526,658 | $43.0M |
| Jane Street Group, LLC | 0.08% | Reduce -16.8% | 519,771 | $42.5M |
| Mission Wealth Management, LP | 0.88% | Add +11.9% | 426,940 | $34.9M |
| Royal Bank of Canada | 0.01% | Add +0.6% | 412,370 | $33.7M |
| Sei Investments Co. | 0.04% | Reduce -0.5% | 401,388 | $32.8M |
| D.A. Davidson & Co. | 0.26% | Reduce -1.7% | 396,506 | $32.4M |
| IMPACTfolio, LLC | 16.07% | Reduce -8.0% | 374,374 | $30.6M |
| Olde Wealth Management, LLC | 10.50% | Add +5.0% | 364,219 | $29.8M |
| Corient Private Wealth LP | 0.04% | Reduce -0.4% | 324,563 | $26.5M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -5.3% | 328,446 | $26.1M |
| High Note Wealth, LLC | 6.24% | Add +5.1% | 308,414 | $25.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -9.1% | 295,800 | $24.4M |
| Bond & Devick Financial Network, Inc. | 8.82% | Add +72.5% | 297,849 | $24.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.61% | Reduce -1.4% | 290,948 | $23.8M |
| Federation des caisses Desjardins du Quebec | 0.11% | Reduce -1.8% | 278,452 | $22.7M |
| Ally Invest Advisors Inc. | 1.92% | Reduce -2.1% | 274,161 | $22.4M |
| Mariner, LLC | 0.04% | Add +3.6% | 261,083 | $21.3M |
| Keybank National Association | 0.08% | Add +2.3% | 247,799 | $20.2M |
| Eastern Bank | 0.39% | Add +43.1% | 245,284 | $20.0M |
| Money Design Co.,Ltd. | 0.97% | Reduce -3.6% | 238,384 | $19.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -3.4% | 236,047 | $19.3M |
| MML Investors Services, LLC | 0.06% | Add +1.6% | 232,157 | $19.0M |
| Partners Capital Investment Group, LLP | 0.31% | Reduce -6.6% | 225,418 | $18.4M |
| Howland Capital Management LLC | 0.80% | Reduce -20.3% | 220,150 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.2% | 209,215 | $17.1M |
| Baird Financial Group, Inc. | 0.03% | Reduce -5.2% | 208,571 | $17.0M |
| Mather Group, Llc. | 0.18% | Reduce -5.2% | 194,614 | $15.9M |
| Blair William & Co. | 0.05% | Reduce -0.1% | 187,712 | $15.3M |
| Dohj, LLC | 3.27% | Add +5.3% | 175,188 | $14.3M |
| Windsor Capital Management, LLC | 4.32% | Add +3.3% | 172,153 | $14.1M |
| Natixis Advisors, LLC | 0.03% | Reduce -2.9% | 166,311 | $13.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.9% | 162,987 | $13.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.1% | 158,286 | $12.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.7% | 158,139 | $12.9M |
| Modera Wealth Management, LLC | 0.17% | Reduce -2.8% | 156,357 | $12.8M |
| AlTi Global, Inc. | 0.33% | Reduce -34.0% | 155,653 | $12.7M |
| Jones Financial Companies LLLP | 0.01% | Add +14.9% | 149,219 | $12.3M |
| Private Advisor Group, LLC | 0.07% | Add +65.2% | 145,439 | $11.9M |
| Fund Evaluation Group, LLC | 0.51% | Add +9.7% | 143,349 | $11.7M |
| Clarius Group, LLC | 0.73% | Add +17.8% | 143,215 | $11.7M |
| Alesco Advisors, LLC, An ESL Co | 0.37% | Reduce -0.1% | 142,775 | $11.7M |
| Stanich Group LLC | 8.43% | Add +4.1% | 139,627 | $11.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -2.7% | 132,106 | $10.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.7% | 131,060 | $10.7M |
| Shira Ridge Wealth Management | 5.21% | Add +9.3% | 127,869 | $10.4M |
| Sand Hill Global Advisors, LLC | 0.41% | Add +2.8% | 120,388 | $9.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 120,165 | $9.8M |
| Roof Eidam Maycock Peralta, LLC | 2.57% | Reduce -0.4% | 118,639 | $9.7M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -0.9% | 118,625 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 118,456 | $9.7M |
| Citizens Financial Group Inc. | 0.19% | Reduce -22.2% | 115,166 | $9.4M |
| Wealth Architects, LLC | 0.96% | Add +1.7% | 106,225 | $8.7M |
| Orgel Wealth Management, LLC | 0.21% | Reduce -12.3% | 99,752 | $8.1M |
| Hill Island Financial LLC | 2.35% | Add +1.9% | 98,009 | $8.0M |
| Wrapmanager Inc. | 2.10% | Add +1.0% | 97,887 | $8.0M |
| Litman Gregory Wealth Management LLC | 0.68% | Add +6.7% | 97,340 | $8.0M |
| Laurel Wealth Planning LLC | 5.19% | Add +0.1% | 95,582 | $7.8M |
| Facet Wealth, Inc. | 0.18% | Add +92.4% | 79,190 | $6.8M |
| Impact Investors, Inc | 5.30% | Add +5.6% | 83,386 | $6.8M |
| Apella Capital, LLC | 0.23% | Reduce -1.4% | 83,896 | $6.6M |
| Cerity Partners LLC | 0.01% | Add +42.6% | 78,681 | $6.4M |
| GeoWealth Management, LLC | 0.24% | Reduce -22.0% | 74,327 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.4% | 73,908 | $6.0M |
| RVW Wealth, LLC | 0.53% | Reduce -42.5% | 69,523 | $5.7M |
| BSW Wealth Partners | 0.86% | Reduce -8.8% | 69,129 | $5.6M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Add +33.4% | 67,697 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.3% | 67,133 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +5.7% | 65,776 | $5.4M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +13.9% | 65,009 | $5.3M |
| JNBA Financial Advisors | 0.55% | Reduce -5.9% | 64,417 | $5.3M |
| Accredited Investors Inc. | 0.32% | Reduce -4.3% | 62,306 | $5.1M |
| Quent Capital, LLC | 0.53% | Add +13.0% | 61,724 | $5.0M |
| Cetera Investment Advisers | 0.01% | Reduce -5.5% | 61,057 | $5.0M |
| Citigroup Inc. | 0.00% | Reduce -2.1% | 59,787 | $4.9M |
| Mascoma Wealth Management LLC | 1.21% | Reduce -18.8% | 59,674 | $4.9M |
| Fisher Asset Management | 0.00% | Add +39.4% | 59,196 | $4.8M |
| Advisory Services Network, LLC | 0.09% | Add +8.8% | 58,991 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -5.7% | 58,654 | $4.8M |
| Relyea Zuckerberg Hanson LLC | 0.64% | Add +2.4% | 58,086 | $4.7M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +21.2% | 57,420 | $4.7M |
| Savant Capital, LLC | 0.04% | Reduce -2.2% | 54,276 | $4.4M |
| Raffa Wealth Management, LLC | 1.01% | Add +3.9% | 54,188 | $4.4M |
| Nottingham Advisors, Inc. | 0.67% | Reduce -26.5% | 53,536 | $4.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +20.1% | 50,674 | $4.1M |
| Cresset Asset Management, LLC | 0.02% | Add +0.6% | 48,555 | $4.0M |
| Blue Edge Capital, LLC | 0.63% | Add +8.9% | 47,909 | $3.9M |
| Pitcairn Co. | 0.23% | Add +0.1% | 46,665 | $3.8M |
| Garde Capital, Inc. | 0.21% | Reduce -11.1% | 44,426 | $3.6M |
| Integris Wealth Management, LLC | 1.02% | No change | 43,902 | $3.6M |
| CENTRAL TRUST Co | 0.09% | Reduce -6.5% | 42,751 | $3.5M |
| Veridan Wealth LLC | 1.55% | Reduce -5.6% | 41,926 | $3.4M |
| Canandaigua National Bank & Trust Co. | 0.34% | Reduce -0.6% | 41,918 | $3.4M |
| Balanced Rock Investment Advisors LLC | 2.62% | Add +2.2% | 40,307 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -9.9% | 39,323 | $3.2M |
| Waypoint Wealth Partners Inc. | 0.88% | Reduce -3.3% | 39,104 | $3.2M |
| Parkside Advisors LLC | 0.77% | Add +9.9% | 38,954 | $3.2M |
| Plancorp, LLC | 0.12% | Reduce -5.9% | 38,399 | $3.1M |
| Keel Point, LLC | 0.24% | No change | 37,749 | $3.1M |
| Dunhill Financial, LLC | 1.40% | Reduce -8.5% | 37,631 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -10.7% | 37,479 | $3.1M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -10.9% | 37,131 | $3.0M |
| Blue Sky Capital Consultants Group, Inc. | 1.97% | Reduce -1.3% | 36,957 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -29.7% | 36,881 | $3.0M |
| SageView Advisory Group, LLC | 0.12% | Reduce -37.0% | 35,866 | $2.9M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -3.0% | 34,931 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Reduce -9.3% | 34,751 | $2.8M |
| Focus Partners Wealth | 0.01% | Add +14.9% | 34,517 | $2.8M |
| Values Added Financial LLC | 1.56% | Add +42.6% | 34,374 | $2.8M |
| One Capital Management, LLC | 0.09% | Add +44.9% | 33,948 | $2.8M |
| Baron Financial Group, LLC | 1.74% | Reduce -0.3% | 33,921 | $2.8M |
| Pine Haven Investment Counsel, Inc | 2.27% | Add +1.3% | 33,140 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Add +13.8% | 33,002 | $2.7M |
| JMG Financial Group, Ltd. | 0.09% | Reduce -7.9% | 32,998 | $2.7M |
| Silver Oak Wealth Advisors Services, LLC | 2.35% | Add +0.2% | 32,320 | $2.6M |
| WealthShield Partners, LLC | 0.34% | Add +0.0% | 32,238 | $2.6M |
| Vision Capital Management, Inc. | 0.38% | Reduce -0.1% | 31,986 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -38.1% | 31,881 | $2.6M |
| Gould Asset Management LLC | 0.54% | Reduce -0.2% | 31,817 | $2.6M |
| Financial Counselors Inc. | 0.04% | Add +156.3% | 31,699 | $2.6M |
| Montecito Bank & Trust | 0.45% | Reduce -1.2% | 31,123 | $2.5M |
| Brio Consultants, LLC | 0.40% | Add +4.2% | 31,093 | $2.5M |
| GC Wealth Management RIA, LLC | 0.46% | Add +3.7% | 30,797 | $2.5M |
| RTD Financial Advisors, Inc. | 0.34% | Add +0.9% | 30,566 | $2.5M |
| Wesbanco Bank Inc. | 0.09% | Reduce -0.9% | 30,296 | $2.5M |
| Financial Advisors, LLC | 0.49% | Add +0.0% | 30,161 | $2.5M |
| Bailard, Inc. | 0.06% | Add +6.5% | 30,039 | $2.5M |
| Legacy Edge Advisors, LLC | 0.38% | Add +8.9% | 29,855 | $2.4M |
| Merit Financial Group, LLC | 0.04% | Reduce -10.6% | 29,605 | $2.4M |
| SOA Wealth Advisors, LLC. | 0.50% | Reduce -58.9% | 29,546 | $2.4M |
| Sincerus Advisory, LLC | 2.51% | Add +0.1% | 29,097 | $2.4M |
| &partners | 0.03% | Add +11.8% | 28,716 | $2.4M |
| Affiance Financial, LLC | 0.55% | Add +13.8% | 28,776 | $2.4M |
| Diversified Trust Co. | 0.06% | Add +5.2% | 28,725 | $2.3M |
| IMA Advisory Services, Inc. | 0.27% | No change | 27,842 | $2.3M |
| Brandywine Oak Private Wealth LLC | 0.22% | Reduce -6.0% | 27,652 | $2.3M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.95% | Add +10.1% | 27,626 | $2.3M |
| Choreo, LLC | 0.03% | Reduce -4.7% | 27,468 | $2.2M |
| Heritage Wealth Advisors | 0.11% | Add +3.9% | 27,412 | $2.2M |
| Halbert Hargrove Global Advisors, LLC | 0.13% | Add +17.4% | 27,315 | $2.2M |
| Neumann Capital Management, LLC | 0.75% | Reduce -0.2% | 26,515 | $2.2M |
| Charter Oak Capital Management, LLC | 0.20% | Reduce -8.1% | 26,088 | $2.1M |
| Hilltop Wealth Advisors, LLC | 1.20% | Reduce -2.4% | 25,966 | $2.1M |
| Pioneer Wealth Management Group | 0.90% | — | 25,709 | $2.1M |
| TriaGen Wealth Management LLC | 0.73% | Reduce -0.3% | 25,265 | $2.1M |
| CFM Wealth Partners LLC | 0.35% | Add +4.1% | 24,637 | $2.0M |
| Cranbrook Wealth Management, LLC | 0.47% | Reduce -3.7% | 24,612 | $2.0M |
| OLIO Financial Planning | 0.69% | Add +3.2% | 24,366 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +13.6% | 23,946 | $2.0M |
| Vicus Capital | 0.18% | Reduce -4.7% | 23,660 | $1.9M |
| Montis Financial, LLC | 0.56% | Add +57.1% | 23,273 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Add +6.6% | 23,251 | $1.9M |
| HB Wealth Management, LLC | 0.02% | Add +11.3% | 23,066 | $1.9M |
| BigSur Wealth Management LLC | 0.51% | No change | 23,000 | $1.9M |
| Alaska Wealth Advisors, LLC | 0.29% | Reduce -17.4% | 22,971 | $1.9M |
| Long Run Wealth Advisors, LLC | 0.42% | Reduce -15.5% | 22,934 | $1.9M |
| Wingate Wealth Advisors, Inc. | 2.14% | Reduce -1.3% | 22,796 | $1.9M |
| Connecticut Wealth Management, LLC | 0.10% | No change | 22,700 | $1.9M |
| RHS Financial, LLC | 1.04% | Reduce -1.9% | 22,683 | $1.9M |
| National Bank of Canada | 0.00% | Add +5.5% | 22,272 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.6% | 22,506 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -6.3% | 22,453 | $1.8M |
| First Financial Bank - Trust Division | 0.17% | Reduce -1.9% | 21,605 | $1.8M |
| Haverford Trust Co | 0.02% | Add +9.4% | 20,432 | $1.7M |
| One Wealth Advisors, LLC | 0.25% | Reduce -1.1% | 20,267 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +107.5% | 19,824 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Add +19.4% | 19,756 | $1.6M |
| First Hawaiian Bank | 0.23% | Add +166.2% | 19,608 | $1.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +0.1% | 19,525 | $1.6M |
| Composition Wealth, LLC | 0.03% | Reduce -3.1% | 19,292 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.28% | Reduce -4.2% | 19,126 | $1.6M |
| Summit Wealth Group, LLC | 0.45% | Add +4.0% | 18,947 | $1.5M |
| Birchbrook, Inc. | 0.86% | Add +3.6% | 18,721 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +83.2% | 18,462 | $1.5M |
| Private Wealth Management Group, LLC | 0.55% | Reduce -7.3% | 18,403 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.2% | 17,525 | $1.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.36% | Reduce -7.2% | 18,149 | $1.5M |
| Williams & Novak, LLC | 1.44% | Reduce -0.6% | 18,015 | $1.5M |
| Centennial Bank | 0.69% | Add +4.0% | 17,700 | $1.4M |
| GenTrust, LLC | 0.07% | Reduce -12.7% | 17,131 | $1.4M |
| Brooklyn FI, LLC | 0.43% | Add +5.1% | 17,113 | $1.4M |
| Elevation Wealth Partners, LLC | 0.59% | Reduce -7.0% | 16,688 | $1.4M |
| Portland Global Advisors LLC | 0.17% | Reduce -11.7% | 16,600 | $1.4M |
| Acadian Asset Management LLC | 0.00% | Add +59.1% | 16,477 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +140.2% | 16,453 | $1.3M |
| Johnson Financial Group, LLC | 0.14% | No change | 16,380 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,343 | $1.3M |
| Planning Alternatives Ltd. | 0.20% | Reduce -7.0% | 16,276 | $1.3M |
| CGN Advisors LLC | 0.13% | Reduce -11.9% | 15,904 | $1.3M |
| WealthCollab, LLC | 0.80% | No change | 15,817 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.07% | Reduce -5.4% | 15,557 | $1.3M |
| Trilogy Capital Inc. | 0.07% | Reduce -67.3% | 15,509 | $1.3M |
| eCIO, Inc. | 0.48% | — | 14,535 | $1.2M |
| Omega Financial Group, LLC | 0.45% | Add +13.5% | 14,486 | $1.2M |
| NorthRock Partners, LLC | 0.04% | Reduce -11.3% | 14,472 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -0.2% | 14,124 | $1.2M |
| Perennial Investment Advisors, LLC | 0.13% | Add +23.5% | 13,950 | $1.1M |
| Citadel Advisors | 0.00% | Add +134.3% | 13,868 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 13,689 | $1.1M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -4.3% | 13,595 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.24% | Add +0.4% | 13,517 | $1.1M |
| Retirement Capital Strategies | 0.43% | New | 13,448 | $1.1M |
| Mendel Capital Management LLC | 0.66% | Reduce -2.3% | 13,402 | $1.1M |
| Aprio Wealth Management, LLC | 0.14% | Reduce -1.8% | 13,319 | $1.1M |
| A&I Financial Services, LLC | 0.73% | Add +9.5% | 13,199 | $1.1M |
| Sax Wealth Advisors, LLC | 0.08% | Reduce -10.8% | 13,141 | $1.1M |
| HF Advisory Group, LLC | 0.46% | Add +11.8% | 12,969 | $1.1M |
| Asset Dedication, LLC | 0.08% | Reduce -5.1% | 12,732 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.2% | 12,646 | $1.0M |
| Ipsen Advisor Group LLC | 0.88% | Reduce -7.0% | 12,555 | $1.0M |
| Nepc LLC | 0.03% | Add +81.7% | 12,495 | $1.0M |
| Coastline Trust Co | 0.13% | Add +0.6% | 12,445 | $1.0M |
| Armbruster Capital Management, Inc. | 0.20% | Add +3.1% | 12,407 | $1.0M |
| Richard P Slaughter Associates Inc | 0.24% | Add +17.8% | 12,377 | $1.0M |
| Acropolis Investment Management, LLC | 0.06% | Reduce -0.7% | 12,336 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.6% | 12,330 | $1.0M |
| Sage Advisory Services, Ltd.Co. | 0.59% | No change | 12,324 | $1.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.18% | Add +6.3% | 12,229 | $999K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +6.4% | 12,049 | $984K |
| Elios Financial Group Inc. | 0.48% | Reduce -5.6% | 12,034 | $983K |
| NorthCoast Asset Management LLC | 0.00% | Add +4.4% | 12,004 | $981K |
| Cascade Financial Partners, LLC | 0.12% | Reduce -17.3% | 11,914 | $973K |
| Valeo Financial Advisors, LLC | 0.03% | Add +15.6% | 11,715 | $957K |
| Townsquare Capital LLC | 0.01% | Add +17.1% | 11,637 | $951K |
| Carr Financial Group Corp | 0.31% | Reduce -26.1% | 11,627 | $950K |
| Cambridge Financial Group, LLC | 0.40% | Reduce -0.7% | 11,571 | $946K |
| Brewster Financial Planning LLC | 0.69% | Reduce -3.4% | 11,371 | $929K |
| Capital Analysts, LLC | 0.03% | Reduce -6.5% | 11,342 | $926K |
| Regatta Capital Group, LLC | 0.18% | Reduce -9.8% | 11,279 | $921K |
| Weil Company, Inc. | 0.27% | Add +91.1% | 11,215 | $916K |
| Sensible Financial Planning & Management, LLC. | 0.18% | Reduce -1.6% | 11,203 | $915K |
| 1ST Source Bank | 0.05% | Add +4.3% | 10,868 | $888K |
| Diversified Enterprises, LLC | 0.07% | Add +16.1% | 10,845 | $886K |
| Shepherd Financial Partners LLC | 0.10% | Reduce -10.2% | 10,825 | $884K |
| Quadrant Capital Group LLC | 0.03% | No change | 10,617 | $867K |
| Jordan Park Group LLC | 0.06% | Reduce -3.5% | 10,583 | $865K |
| Wescott Financial Advisory Group, LLC | 0.09% | Reduce -21.7% | 10,538 | $861K |
| ERn Financial, LLC | 0.14% | Add +3.6% | 10,528 | $860K |
| Falcon Wealth Planning | 0.10% | Add +60.5% | 10,459 | $854K |
| Presilium Private Wealth, LLC | 0.19% | Reduce -2.4% | 10,419 | $851K |
| Brighton Jones LLC | 0.03% | Reduce -0.2% | 10,322 | $843K |
| Bragg Financial Advisors, Inc | 0.03% | Add +10.7% | 10,005 | $817K |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.0% | 9,832 | $803K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -3.3% | 9,793 | $800K |
| Pittenger & Anderson Inc. | 0.03% | Add +43.4% | 9,586 | $783K |
| Symmetry Partners, LLC | 0.11% | Reduce -1.5% | 9,470 | $774K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.3% | 9,390 | $767K |
| Forte Capital LLC | 0.09% | Add +165.6% | 9,196 | $751K |
| Level Financial Advisors | 0.25% | No change | 9,067 | $741K |
| Orin Green Financial, LLC | 0.35% | New | 9,070 | $732K |
| Compound Planning, Inc. | 0.03% | Reduce -23.0% | 8,953 | $731K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 8,926 | $729K |
| Ameraudi Asset Management, Inc. | 0.42% | No change | 8,888 | $726K |
| PDS Planning, Inc | 0.06% | Add +1.1% | 8,840 | $722K |
| Bell Investment Advisors, Inc | 0.13% | Reduce -1.1% | 8,809 | $720K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -1.2% | 8,808 | $720K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.4% | 8,769 | $716K |
| Western Wealth Management, LLC | 0.05% | Add +3.8% | 8,684 | $709K |
| Warren Street Wealth Advisors, LLC | 0.27% | No change | 8,560 | $699K |
| Sharper & Granite LLC | 0.29% | Reduce -0.3% | 8,540 | $698K |
| Courier Capital LLC | 0.05% | Add +141.8% | 8,524 | $696K |
| SVB Wealth LLC | 0.03% | No change | 8,486 | $693K |
| Birch Hill Investment Advisors LLC | 0.03% | Reduce -5.5% | 8,481 | $693K |
| Walkner Condon Financial Advisors LLC | 0.14% | Add +5.0% | 8,395 | $686K |
| Comerica Bank | 0.00% | Reduce -32.5% | 8,348 | $682K |
| Peak Financial Management, Inc. | 0.20% | Reduce -2.5% | 8,146 | $666K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.6% | 8,099 | $662K |
| JFG Wealth Management, LLC | 0.15% | No change | 8,077 | $660K |
| Capasso Planning Partners LLC | 0.27% | Reduce -2.5% | 7,958 | $650K |
| Higgins & Schmidt Wealth Strategies LLC | 0.38% | Reduce -6.3% | 7,839 | $640K |
| Whittier Trust Co. | 0.01% | Reduce -22.9% | 7,687 | $628K |
| Penobscot Wealth Management | 0.26% | New | 7,539 | $616K |
| Wealth Dimensions Group, Ltd. | 0.15% | Add +1.6% | 7,473 | $610K |
| BlueStem Wealth Partners, LLC | 0.08% | Reduce -5.1% | 7,456 | $609K |
| Equita Financial Network, Inc. | 0.21% | Reduce -8.2% | 7,398 | $604K |
| WT Wealth Management | 0.20% | Reduce -8.4% | 7,347 | $600K |
| VERITY Wealth Advisors | 0.44% | No change | 7,335 | $599K |
| Private Trust Co. NA | 0.06% | No change | 7,280 | $595K |
| Foster Group, Inc. | 0.02% | Reduce -5.5% | 7,276 | $594K |
| Argent Trust Co | 0.02% | No change | 7,154 | $584K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.8% | 7,136 | $583K |
| Vontobel Holding Ltd. | 0.00% | Reduce -10.5% | 7,123 | $582K |
| Per Stirling Capital Management, LLC. | 0.08% | No change | 7,104 | $580K |
| GTS Securities LLC | 0.02% | Reduce -40.2% | 6,985 | $571K |
| MAI Capital Management | 0.00% | Add +1.3% | 6,943 | $567K |
| Sentinel Trust Co. Lba | 0.07% | Reduce -10.0% | 6,937 | $567K |
| Waverly Advisors, LLC | 0.01% | New | 6,931 | $566K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -6.7% | 6,911 | $565K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.4% | 6,848 | $559K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -1.5% | 6,771 | $553K |
| Aufman Associates Inc | 0.37% | No change | 6,676 | $545K |
| Addison Advisors LLC | 0.15% | No change | 6,631 | $542K |
| Morton Brown Family Wealth, LLC | 0.18% | Add +0.2% | 6,607 | $540K |
| Aaron Wealth Advisors LLC | 0.06% | Reduce -13.9% | 6,600 | $539K |
| Sage Financial Group Inc. | 0.04% | Add +2.9% | 6,599 | $539K |
| Frisch Financial Group, Inc. | 0.15% | Reduce -0.9% | 6,559 | $536K |
| Matrix Asset Advisors Inc. | 0.06% | Reduce -0.6% | 6,523 | $533K |
| Great Diamond Partners, LLC | 0.15% | Add +2.2% | 6,520 | $533K |
| AlphaCore Capital LLC | 0.05% | New | 6,519 | $533K |
| Equitable Holdings, Inc. | 0.01% | Reduce -24.2% | 6,495 | $531K |
| Bogart Wealth, LLC | 0.03% | Reduce -1.0% | 6,476 | $529K |
| Bell Bank | 0.03% | No change | 6,451 | $527K |
| Farrell Financial LLC | 0.38% | No change | 6,401 | $523K |
| Paulson Wealth Management Inc. | 0.14% | Add +5.8% | 6,256 | $511K |
| CIBC Asset Management Inc | 0.00% | No change | 6,245 | $510K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | New | 6,230 | $509K |
| Modern Wealth Management, LLC | 0.02% | New | 6,229 | $509K |
| SCS Capital Management LLC | 0.01% | New | 6,135 | $501K |
| IFP Advisors, Inc | 0.02% | Add +2.6% | 6,125 | $500K |
| Curtis Advisory Group, LLC | 0.15% | No change | 6,092 | $498K |
| Fulcrum Capital LLC | 0.11% | Reduce -8.6% | 5,922 | $484K |
| Affinity Capital Advisors, LLC | 0.10% | Reduce -51.6% | 6,103 | $482K |
| Cwm, LLC | 0.00% | Add +125.7% | 5,852 | $478K |
| Shotwell Rutter Baer Inc | 0.42% | Reduce -8.5% | 6,353 | $476K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +8.7% | 5,769 | $471K |
| Moller Wealth Partners | 0.12% | Add +27.9% | 5,732 | $468K |
| JSF Financial, LLC | 0.12% | Add +17.0% | 5,721 | $467K |
| First Foundation Advisors | 0.02% | Reduce -26.6% | 5,672 | $463K |
| Advisory Alpha, LLC | 0.02% | Reduce -1.6% | 5,627 | $460K |
| Ballentine Partners, LLC | 0.01% | No change | 5,622 | $459K |
| McAdam, LLC | 0.03% | Add +15.3% | 5,593 | $457K |
| North Berkeley Wealth Management, LLC | 0.47% | Reduce -11.4% | 5,522 | $451K |
| Beacon Financial Planning, Inc. | 0.26% | No change | 5,504 | $450K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -2.1% | 5,478 | $448K |
| Chesley Taft & Associates LLC | 0.02% | No change | 5,450 | $445K |
| Grant/GrossMendelsohn, LLC | 0.25% | No change | 5,220 | $442K |
| ABLE Financial Group, LLC | 0.12% | Add +0.3% | 5,404 | $441K |
| Milestone Investment Advisors LLC | 0.12% | Add +10.4% | 5,398 | $441K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 5,356 | $438K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -33.2% | 5,273 | $431K |
| Bank of Montreal | 0.00% | Add +143.9% | 5,264 | $430K |
| Community Bank, N.A. | 0.06% | Reduce -0.3% | 5,184 | $423K |
| Bigelow Investment Advisors, LLC | 0.20% | Add +0.2% | 5,162 | $422K |
| Brown Advisory Inc. | 0.00% | Add +59.7% | 5,160 | $422K |
| Associated Banc-Corp | 0.01% | Add +68.4% | 5,159 | $421K |
| Farther Finance Advisors, LLC | 0.01% | Add +24.9% | 5,125 | $419K |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 5,125 | $419K |
| LongView Asset Management LLC | 0.36% | Reduce -3.6% | 5,105 | $417K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 5,070 | $414K |
| Cary Street Partners Financial LLC | 0.01% | New | 4,981 | $407K |
| Capital Advantage, Inc. | 0.07% | No change | 5,325 | $405K |
| Adero Partners, LLC | 0.03% | No change | 4,935 | $403K |
| New England Private Wealth Advisors LLC | 0.06% | No change | 4,892 | $400K |
| Morling Financial Advisors, LLC | 0.14% | Add +11.1% | 4,871 | $398K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.0% | 4,828 | $394K |
| Libra Wealth LLC | 0.15% | Add +29.8% | 4,762 | $389K |
| DDFG, Inc | 0.11% | Reduce -0.0% | 4,654 | $380K |
| WNY Asset Management, LLC | 0.05% | Add +8.1% | 4,654 | $380K |
| Compass Ion Advisors, LLC | 0.04% | No change | 4,622 | $378K |
| SkyView Investment Advisors, LLC | 0.06% | Add +5.8% | 4,600 | $376K |
| Bluespring Wealth Management, LLC | 0.04% | Add +0.1% | 4,598 | $376K |
| Villere St Denis J & Co. LLC | 0.04% | Reduce -14.9% | 4,590 | $375K |
| Financial Insights, Inc. | 0.15% | Reduce -38.6% | 4,554 | $372K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -3.1% | 4,550 | $372K |
| Napatree Capital LLC | 0.21% | Add +2.0% | 4,549 | $372K |
| Hilltop Partners LLC | 0.13% | Add +26.5% | 4,543 | $371K |
| Kelman-Lazarov, Inc. | 0.07% | Reduce -17.1% | 4,535 | $370K |
| Wade Financial Advisory, Inc | 0.13% | Add +1.4% | 4,534 | $370K |
| Truefg, LLC | 0.12% | Reduce -6.1% | 4,528 | $370K |
| Appleton Partners Inc. | 0.03% | Reduce -12.9% | 4,506 | $368K |
| Sherman Asset Management, Inc. | 0.35% | Reduce -3.0% | 4,500 | $368K |
| Investor's Fiduciary Advisor Network, LLC | 0.17% | No change | 4,499 | $367K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -15.4% | 4,410 | $360K |
| Darden Wealth Group Inc | 0.27% | No change | 4,233 | $346K |
| Fingerlakes Wealth Management, Inc. | 0.29% | Reduce -1.2% | 4,205 | $343K |
| Vanguard Group Inc. | 0.00% | Add +44.5% | 4,181 | $342K |
| Michael A. Dubis Financial Planning, LLC | 0.33% | No change | 4,170 | $341K |
| FC Advisory LLC | 0.11% | Add +0.4% | 4,092 | $334K |
| CWC Advisors, LLC. | 0.19% | Add +0.4% | 4,091 | $334K |
| Arkos Global Advisors | 0.05% | Reduce -0.8% | 4,078 | $333K |
| Mgo One Seven LLC | 0.01% | Reduce -2.2% | 4,066 | $332K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.1% | 4,051 | $331K |
| Warner Financial, Inc. | 0.15% | No change | 4,042 | $330K |
| Valley National Advisers Inc. | 0.06% | Add +3.8% | 4,048 | $330K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.7% | 4,033 | $329K |
| Bank of Hawaii | 0.02% | Add +10.3% | 4,010 | $328K |
| Verus Wealth Management, LLC | 0.36% | Reduce -6.1% | 4,000 | $327K |
| Nautilus Advisors LLC | 0.27% | No change | 4,000 | $327K |
| Bangor Savings Bank | 0.03% | Add +4.3% | 4,000 | $327K |
| Hanson & Doremus Investment Management | 0.05% | No change | 3,995 | $326K |
| Sowell Financial Services LLC | 0.01% | New | 3,990 | $326K |
| PrairieView Partners, LLC | 0.03% | Reduce -0.3% | 3,972 | $324K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -2.6% | 3,913 | $320K |
| Veracity Capital LLC | 0.12% | Add +0.3% | 3,893 | $318K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.0% | 3,883 | $317K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -7.0% | 3,883 | $317K |
| Simmons Bank | 0.02% | No change | 3,878 | $317K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -53.6% | 3,859 | $315K |
| Hughes Financial Services, LLC | 0.06% | Reduce -4.6% | 3,837 | $314K |
| Callan Family Office, LLC | 0.02% | Reduce -13.9% | 3,809 | $311K |
| United Asset Strategies, Inc. | 0.03% | Add +4.9% | 3,799 | $310K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -2.5% | 3,642 | $309K |
| Topel & Distasi Wealth Management, LLC | 0.14% | No change | 3,759 | $307K |
| Pecaut & Co. | 0.10% | Add +3.0% | 3,740 | $306K |
| Two Sigma Securities, LLC | 0.05% | New | 3,729 | $305K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -5.7% | 3,718 | $304K |
| Tme Financial, Inc. | 0.26% | Reduce -11.0% | 3,703 | $302K |
| O'Brien Wealth Partners LLC | 0.06% | No change | 3,676 | $300K |
| Harbor Group, Inc. | 0.06% | New | 3,650 | $298K |
| Root Financial Partners, LLC | 0.03% | Reduce -3.3% | 3,635 | $297K |
| SouthState Bank Corp | 0.01% | New | 3,625 | $296K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -26.1% | 3,560 | $291K |
| Marcum Wealth, LLC | 0.03% | Reduce -0.6% | 3,546 | $290K |
| Opulen Financial Group LLC | 0.26% | No change | 3,538 | $289K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +23.1% | 3,527 | $288K |
| Gemmer Asset Management LLC | 0.03% | Reduce -8.7% | 3,501 | $286K |
| Farmers National Bank | 0.08% | Add +3.4% | 3,497 | $286K |
| Signaturefd, LLC | 0.01% | Add +1.5% | 3,464 | $283K |
| PFG Investments, LLC | 0.02% | New | 3,445 | $281K |
| BLB&B Advisors, LLC | 0.01% | Add +10.8% | 3,439 | $281K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 3,400 | $278K |
| D. Scott Neal, Inc. | 0.15% | No change | 3,393 | $277K |
| Focus Financial Network, Inc. | 0.01% | Reduce -12.1% | 3,388 | $277K |
| Leverty Financial Group, LLC | 0.11% | No change | 3,365 | $275K |
| Silver Oak Advisory Group, Inc. | 0.14% | Reduce -13.3% | 3,251 | $265K |
| Renaissance Technologies | 0.00% | New | 3,200 | $261K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -13.1% | 3,195 | $261K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,172 | $259K |
| Sterling Investment Advisors LLC | 0.15% | Reduce -0.7% | 3,158 | $258K |
| Sachetta, LLC | 0.11% | Add +43.3% | 3,158 | $258K |
| Tarbox Family Office, Inc. | 0.04% | Reduce -10.7% | 3,149 | $257K |
| Wealth Management Nebraska | 0.04% | New | 3,111 | $254K |
| Rede Wealth, LLC | 0.09% | Reduce -5.5% | 3,105 | $254K |
| Stephenson & Company, Inc. | 0.16% | Add +17.2% | 3,078 | $251K |
| CW Advisors, LLC | 0.00% | New | 3,075 | $251K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -70.5% | 3,044 | $249K |
| Continuum Advisory, LLC | 0.03% | Add +0.3% | 3,028 | $247K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -14.9% | 3,018 | $247K |
| World Investment Advisors | 0.01% | Reduce -24.3% | 2,980 | $243K |
| Verus Capital Partners, LLC | 0.02% | No change | 2,967 | $242K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.9% | 2,924 | $239K |
| Morris Financial Concepts, Inc. | 0.10% | Add +6.0% | 2,914 | $238K |
| Arq Wealth Advisors, LLC | 0.09% | Add +0.1% | 2,911 | $238K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -3.0% | 2,869 | $234K |
| Confluence Wealth Services, Inc. | 0.01% | Add +5.5% | 2,821 | $233K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 2,795 | $228K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,794 | $228K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -77.1% | 2,756 | $225K |
| Founders Financial Alliance, LLC | 0.05% | Add +189.5% | 2,750 | $225K |
| Lake Street Private Wealth, LLC | 0.04% | No change | 2,750 | $225K |
| Trust Co. of Vermont | 0.01% | Add +5.5% | 2,723 | $222K |
| Etesian Wealth Advisors, Inc. | 0.09% | New | 2,696 | $220K |
| NewEdge Wealth, LLC | 0.00% | Reduce -2.2% | 2,693 | $220K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,684 | $219K |
| Clarity Asset Management, Inc. | 0.14% | Reduce -70.8% | 2,680 | $219K |
| Vested Financial Planning, LLC | 0.22% | Reduce -23.6% | 2,676 | $219K |
| Round Rock Advisors LLC | 0.04% | No change | 2,648 | $216K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -12.1% | 2,626 | $215K |
| CWS Financial Advisors, LLC | 0.07% | New | 2,620 | $214K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.3% | 2,581 | $211K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.12% | New | 2,576 | $210K |
| Ascent Capital Management, LLC | 0.21% | Reduce -16.1% | 2,575 | $210K |
| BayBridge Capital Group, LLC | 0.15% | New | 2,566 | $210K |
| Pathway Financial Advisors LLC | 0.04% | New | 2,549 | $208K |
| NWF Advisory Services Inc. | 0.03% | New | 2,508 | $205K |
| Howard Financial Services, LTD. | 0.03% | New | 2,474 | $202K |
| Auxano Advisors, LLC | 0.05% | New | 2,472 | $202K |
| Welch & Forbes LLC | 0.00% | New | 2,453 | $200K |
| Financial Council, LLC | 0.11% | New | 2,450 | $200K |
| Marshall & Sterling Wealth Advisors Inc. | 0.14% | Reduce -21.7% | 2,444 | $200K |
| Principal Securities, Inc. | 0.00% | No change | 2,533 | $193K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.7% | 2,178 | $178K |
| Motco | 0.02% | No change | 2,091 | $171K |
| Rossby Financial, LCC | 0.07% | New | 2,016 | $170K |
| Cornerstone Planning Group LLC | 0.04% | No change | 1,963 | $162K |
| WPG Advisers, LLC | 0.15% | No change | 1,974 | $161K |
| Concord Wealth Partners | 0.03% | Reduce -45.4% | 1,956 | $160K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -17.2% | 1,946 | $159K |
| Keener Financial Planning LLC | 0.10% | Reduce -1.7% | 1,936 | $158K |
| Finley Financial, LLC | 0.09% | No change | 1,830 | $155K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,893 | $155K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,880 | $154K |
| Horizons Wealth Management | 0.12% | No change | 1,873 | $153K |
| CoreCap Advisors, LLC | 0.01% | Reduce -13.3% | 1,808 | $148K |
| Gould Capital, LLC | 0.10% | Add +8.9% | 1,757 | $144K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | Add +9.5% | 1,725 | $141K |
| Bellwether Advisors, LLC | 0.03% | No change | 1,717 | $140K |
| McClarren Financial Advisors, Inc. | 0.09% | Reduce -85.8% | 245 | $140K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -14.8% | 1,710 | $140K |
| Stephens Consulting, LLC | 0.03% | Reduce -49.8% | 1,636 | $134K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,534 | $125K |
| Covestor Ltd | 0.08% | Reduce -8.8% | 1,524 | $125K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -13.2% | 1,438 | $117K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,411 | $115K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +10.6% | 1,361 | $111K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.3% | 1,309 | $107K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,267 | $104K |
| Financial Network Wealth Advisors LLC | 0.13% | New | 1,204 | $98K |
| Deutsche Bank AG | 0.00% | Reduce -88.9% | 1,194 | $98K |
| Investors Research Corp | 0.02% | No change | 1,137 | $93K |
| MJT & Associates Financial Advisory Group, Inc. | 0.09% | — | 1,097 | $90K |
| AllSquare Wealth Management LLC | 0.05% | No change | 1,096 | $90K |
| Fort Vancouver Investment Management, LLC | 0.07% | Reduce -18.9% | 1,090 | $89K |
| Trust Co | 0.01% | Reduce -8.9% | 957 | $78K |
| Hurley Capital, LLC | 0.06% | No change | 929 | $76K |
| Rice Partnership, LLC | 0.02% | Reduce -0.7% | 910 | $74K |
| Bfsg, LLC | 0.01% | Reduce -23.0% | 858 | $70K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -2.2% | 844 | $69K |
| Phillips Financial Management, LLC | 0.01% | No change | 843 | $69K |
| Pacifica Partners Inc. | 0.03% | No change | 850 | $68K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -6.8% | 810 | $66K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 794 | $65K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -3.9% | 769 | $63K |
| IAG Wealth Partners, LLC | 0.01% | No change | 765 | $62K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | New | 744 | $61K |
| Smartleaf Asset Management LLC | 0.01% | Add +1035.9% | 727 | $60K |
| Kimelman & Baird, LLC | 0.00% | No change | 692 | $57K |
| Ancora Advisors LLC | 0.00% | Add +4.0% | 683 | $56K |
| Pacific Center for Financial Services | 0.01% | No change | 673 | $55K |
| Your Advocates Ltd., LLP | 0.02% | No change | 673 | $55K |
| Larson Financial Group LLC | 0.00% | Add +4.0% | 652 | $53K |
| Evolution Advisers, Inc. | 0.03% | No change | 650 | $53K |
| Nalls Sherbakoff Group, LLC | 0.04% | — | 647 | $53K |
| Assetmark, Inc. | 0.00% | Reduce -55.9% | 645 | $53K |
| Archer Investment Corp | 0.01% | No change | 635 | $52K |
| TD Capital Management LLC | 0.01% | Reduce -17.4% | 603 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $49K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -6.5% | 594 | $49K |
| Spire Wealth Management | 0.00% | No change | 585 | $48K |
| AE Wealth Management LLC | 0.00% | Add +249.4% | 580 | $47K |
| UMB Bank, n.a. | 0.00% | No change | 568 | $46K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -10.8% | 568 | $46K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -1.9% | 553 | $45K |
| Center for Financial Planning, Inc. | 0.01% | Add +0.7% | 549 | $45K |
| Smithfield Trust Co | 0.00% | Add +2.4% | 508 | $42K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 567 | $41K |
| Ruedi Wealth Management, Inc. | 0.01% | Reduce -1.0% | 475 | $39K |
| Redwood Park Advisors LLC | 0.03% | No change | 469 | $38K |
| Sandy Spring Bank | 0.00% | No change | 438 | $36K |
| North Star Investment Management Corp. | 0.00% | No change | 408 | $33K |
| Allworth Financial LP | 0.00% | Reduce -62.9% | 394 | $33K |
| NBT Bank, N.A. | 0.00% | No change | 377 | $31K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 372 | $30K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 350 | $29K |
| Golden State Wealth Management, LLC | 0.00% | No change | 346 | $28K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -1.4% | 343 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 341 | $28K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 325 | $27K |
| Creative Capital Management Investments LLC | 0.01% | No change | 321 | $26K |
| Winthrop Capital Management, LLC | 0.01% | No change | 323 | $26K |
| Coston, McIsaac & Partners | 0.01% | No change | 287 | $23K |
| Bessemer Group Inc. | 0.00% | No change | 282 | $23K |
| Tortoise Investment Management, LLC | 0.00% | No change | 266 | $22K |
| HM Payson & Co. | 0.00% | No change | 257 | $21K |
| Key Financial Inc | 0.00% | No change | 225 | $18K |
| Longview Financial Advisors LLC | 0.01% | No change | 222 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 219 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 210 | $17K |
| Ameriflex Group, Inc. | 0.01% | No change | 200 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 185 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 183 | $15K |
| Copia Wealth Management | 0.01% | No change | 164 | $13K |
| Bokf, NA | 0.00% | No change | 160 | $13K |
| CX Institutional | 0.00% | New | 155 | $13K |
| First Horizon Advisors, Inc. | 0.00% | No change | 155 | $13K |
| WASHINGTON TRUST Co | 0.00% | No change | 155 | $13K |
| Grand Wealth Management, LLC | 0.01% | No change | 147 | $12K |
| Sage Mountain Advisors LLC | 0.00% | No change | 146 | $12K |
| BNP Paribas Financial Markets | 0.00% | Add +85.7% | 143 | $12K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 141 | $12K |
| Transce3nd, LLC | 0.00% | Add +2.5% | 123 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 110 | $9K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 99 | $8K |
| Centerpoint Advisors, LLC | 0.00% | Add +19.2% | 93 | $8K |
| Decker Retirement Planning Inc. | 0.00% | No change | 93 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 92 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 89 | $7K |
| Founders Capital Management | 0.00% | No change | 73 | $6K |
| Arax Advisory Partners | 0.00% | New | 69 | $6K |
| Front Row Advisors LLC | 0.00% | Add +100.0% | 66 | $5K |
| Evermay Wealth Management LLC | 0.00% | New | 60 | $5K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -53.7% | 56 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 52 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +16.7% | 35 | $3K |
| Headlands Technologies LLC | 0.00% | New | 28 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 27 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 6 | $490 |
| Glen Eagle Advisors, LLC | 0.00% | Add +20.0% | 6 | $490 |
| Keystone Global Partners, LLC | 0.00% | — | 3 | $245 |
| Glassman Wealth Services | 0.00% | No change | 2 | $163 |
"% 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.