iShares Trust iShares ESG AwESGDETF
13F holders, Q2 2025 (June 30)645holders +36
63new positions
24sold out
3famous investors
$89.19avg. 13F price*
At the end of Q2 2025, 645 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 36 from Q1 2025. 63 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($951.0M), JPMorgan Chase & Co. ($669.1M) and Empower Advisory Group, LLC ($504.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $52.9M |
| Exits | 24 | $29.6M |
All 13F filers, Q1 2025 → Q2 2025: 5,488,074 shares bought and 5,855,297 shares sold, net −367,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 645 holders
| Bank of America Corp. | 0.08% | Add +0.2% | 10,659,560 | $951.0M |
| JPMorgan Chase & Co. | 0.05% | Add +4.5% | 7,499,593 | $669.1M |
| Empower Advisory Group, LLC | 1.51% | Reduce -3.6% | 5,649,063 | $504.0M |
| Northern Trust Corp. | 0.06% | Reduce -14.5% | 4,837,272 | $431.6M |
| Morgan Stanley | 0.02% | Reduce -12.9% | 4,229,303 | $377.3M |
| Tiaa Trust, National Association | 0.92% | Reduce -7.3% | 3,964,182 | $353.2M |
| Betterment LLC | 0.73% | Add +17.0% | 3,856,164 | $344.0M |
| FMR LLC | 0.01% | Add +15.8% | 2,953,536 | $263.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +22.8% | 2,191,836 | $195.5M |
| Wells Fargo & Company | 0.03% | Add +1.6% | 1,687,563 | $150.6M |
| Acorns Advisers, LLC | 1.16% | Add +4.1% | 1,516,142 | $135.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -4.8% | 1,496,294 | $133.5M |
| Mercer Global Advisors Inc. | 0.25% | Add +3.3% | 1,269,873 | $113.3M |
| Flputnam Investment Management Co. | 1.93% | Add +25.3% | 1,261,024 | $112.5M |
| UBS Group AG | 0.02% | Reduce -4.9% | 1,244,100 | $111.0M |
| Wealthfront Advisers LLC | 0.26% | Reduce -0.0% | 1,121,283 | $100.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.3% | 1,119,074 | $99.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -14.3% | 1,106,334 | $98.7M |
| Spinnaker Trust | 5.59% | Reduce -1.2% | 1,042,117 | $93.0M |
| US Bancorp \de | 0.09% | Add +1.3% | 835,568 | $74.5M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -18.9% | 823,830 | $73.5M |
| PNC Financial Services Group, Inc. | 0.04% | Add +19.8% | 744,884 | $66.5M |
| BlackRock, Inc. | 0.00% | Reduce -32.5% | 733,187 | $65.4M |
| Fifth Third Bancorp | 0.21% | Reduce -46.0% | 695,850 | $62.1M |
| LPL Financial LLC | 0.02% | Add +24.2% | 654,212 | $58.4M |
| EP Wealth Advisors, LLC | 0.33% | Add +3.0% | 568,174 | $50.7M |
| Fiduciary Trust Co | 0.62% | Add +6.2% | 564,886 | $50.4M |
| Creative Planning | 0.04% | Reduce -0.0% | 549,546 | $49.0M |
| M&T Bank Corp | 0.16% | Reduce -0.4% | 530,265 | $47.3M |
| HighTower Advisors, LLC | 0.06% | Reduce -5.0% | 521,531 | $46.5M |
| Susquehanna International Group, LLP | 0.07% | Add +6961.7% | 503,922 | $45.0M |
| Royal Bank of Canada | 0.01% | Add +9.3% | 450,724 | $40.2M |
| Mission Wealth Management, LP | 0.81% | Reduce -2.6% | 415,759 | $37.1M |
| IMPACTfolio, LLC | 16.51% | Add +4.3% | 390,322 | $34.8M |
| D.A. Davidson & Co. | 0.24% | Reduce -4.4% | 379,018 | $33.8M |
| Sei Investments Co. | 0.04% | Reduce -6.2% | 376,390 | $33.6M |
| Citigroup Inc. | 0.02% | Add +484.1% | 349,222 | $31.2M |
| Corient Private Wealth LP | 0.04% | Add +0.3% | 325,501 | $29.0M |
| High Note Wealth, LLC | 6.54% | Add +3.8% | 320,164 | $28.6M |
| Bond & Devick Financial Network, Inc. | 9.04% | Add +2.3% | 304,592 | $27.2M |
| Eastern Bank | 0.52% | Add +23.9% | 303,872 | $27.1M |
| Federation des caisses Desjardins du Quebec | 0.11% | Add +2.6% | 285,740 | $25.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.57% | Reduce -2.8% | 282,864 | $25.2M |
| Mariner, LLC | 0.04% | Add +4.1% | 271,695 | $24.2M |
| Ally Invest Advisors Inc. | 1.87% | Reduce -1.8% | 269,107 | $24.0M |
| Composition Wealth, LLC | 0.40% | Add +1289.2% | 267,994 | $23.9M |
| Keybank National Association | 0.09% | Add +7.0% | 265,077 | $23.7M |
| AlTi Global, Inc. | 0.57% | Add +64.8% | 256,534 | $22.9M |
| MML Investors Services, LLC | 0.06% | Add +8.3% | 251,548 | $22.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +4.0% | 245,390 | $21.9M |
| LFA - Lugano Financial Advisors SA | 12.14% | New | 229,552 | $20.5M |
| Money Design Co.,Ltd. | 0.97% | Reduce -7.4% | 220,715 | $19.7M |
| Bank of New York Mellon Corp | 0.00% | Add +37.7% | 218,022 | $19.5M |
| Howland Capital Management LLC | 0.79% | Reduce -1.1% | 217,800 | $19.4M |
| Raymond James Financial Inc. | 0.01% | Add +32.8% | 210,077 | $18.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -5.7% | 197,306 | $17.6M |
| Mather Group, Llc. | 0.19% | Add +1.3% | 197,096 | $17.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -33.9% | 195,400 | $17.4M |
| Citadel Advisors | 0.01% | Add +1278.6% | 191,186 | $17.1M |
| Stanich Group LLC | 15.20% | Add +37.3% | 191,740 | $17.0M |
| Blair William & Co. | 0.05% | Add +0.7% | 188,998 | $16.9M |
| Ellevest, Inc. | 2.63% | Reduce -77.0% | 184,913 | $16.5M |
| Windsor Capital Management, LLC | 4.58% | Add +2.3% | 176,072 | $15.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -15.7% | 175,774 | $15.7M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +30.3% | 172,166 | $15.4M |
| Dohj, LLC | 4.41% | Add +4.7% | 183,380 | $15.2M |
| Jones Financial Companies LLLP | 0.01% | Add +10.8% | 165,288 | $14.7M |
| Private Advisor Group, LLC | 0.08% | Add +8.8% | 158,313 | $14.1M |
| Modera Wealth Management, LLC | 0.17% | Reduce -0.7% | 155,251 | $13.9M |
| Clarius Group, LLC | 0.74% | Reduce -1.2% | 141,548 | $12.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -13.3% | 141,238 | $12.6M |
| Alesco Advisors, LLC, An ESL Co | 0.35% | Reduce -5.0% | 135,637 | $12.1M |
| Fund Evaluation Group, LLC | 0.45% | Reduce -8.1% | 131,697 | $11.7M |
| Shira Ridge Wealth Management | 5.24% | Add +0.5% | 128,514 | $11.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 127,804 | $11.4M |
| Natixis Advisors, LLC | 0.02% | Reduce -25.7% | 123,599 | $11.0M |
| Sand Hill Global Advisors, LLC | 0.41% | Add +1.6% | 122,342 | $10.9M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 118,373 | $10.6M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -1.1% | 117,314 | $10.5M |
| Wealth Architects, LLC | 1.06% | Add +10.1% | 116,914 | $10.4M |
| Roof Eidam Maycock Peralta, LLC | 2.56% | Reduce -1.8% | 116,456 | $10.4M |
| Franklin Resources Inc. | 0.00% | Reduce -3.1% | 116,409 | $10.4M |
| Citizens Financial Group Inc. | 0.15% | Reduce -6.2% | 108,066 | $9.6M |
| Truist Financial Corp. | 0.01% | Add +53.7% | 101,111 | $9.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | New | 97,907 | $8.7M |
| Acadian Asset Management LLC | 0.02% | Add +488.7% | 97,004 | $8.7M |
| Wrapmanager Inc. | 2.11% | Reduce -0.9% | 96,959 | $8.7M |
| Litman Gregory Wealth Management LLC | 0.66% | Reduce -2.9% | 94,559 | $8.4M |
| Laurel Wealth Planning LLC | 4.65% | Reduce -4.1% | 91,699 | $8.2M |
| HB Wealth Management, LLC | 0.06% | Add +276.9% | 86,935 | $7.8M |
| Cetera Investment Advisers | 0.01% | Add +42.1% | 86,769 | $7.7M |
| Impact Investors, Inc | 5.35% | Add +1.7% | 84,839 | $7.6M |
| Apella Capital, LLC | 0.20% | Reduce -0.1% | 83,813 | $7.4M |
| NewEdge Advisors, LLC | 0.04% | Add +19.6% | 80,269 | $7.2M |
| Cerity Partners LLC | 0.01% | Add +0.2% | 78,806 | $7.0M |
| Advisory Services Network, LLC | 0.11% | Add +36.3% | 80,378 | $7.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +4.4% | 77,141 | $6.9M |
| Facet Wealth, Inc. | 0.15% | Reduce -1.6% | 77,933 | $6.8M |
| Jane Street Group, LLC | 0.01% | Reduce -85.5% | 75,423 | $6.7M |
| Park Avenue Securities LLC | 0.06% | Add +111.2% | 73,398 | $6.5M |
| Forefront Analytics, LLC | 7.24% | New | 72,693 | $6.5M |
| GeoWealth Management, LLC | 0.24% | Reduce -7.2% | 68,997 | $6.2M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +2.1% | 66,375 | $5.9M |
| JNBA Financial Advisors | 0.56% | Add +1.4% | 65,342 | $5.8M |
| Mascoma Wealth Management LLC | 1.35% | Add +9.0% | 65,067 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +9.2% | 64,069 | $5.7M |
| Accredited Investors Inc. | 0.33% | Add +0.3% | 62,476 | $5.6M |
| Quent Capital, LLC | 0.54% | Add +0.8% | 62,240 | $5.6M |
| RVW Wealth, LLC | 0.47% | Reduce -11.5% | 61,550 | $5.5M |
| BSW Wealth Partners | 0.75% | Reduce -11.0% | 61,530 | $5.5M |
| Relyea Zuckerberg Hanson LLC | 0.64% | Add +5.7% | 61,398 | $5.5M |
| Fisher Asset Management | 0.00% | Add +3.3% | 61,130 | $5.5M |
| Robertson Stephens Wealth Management, LLC | 0.19% | Reduce -9.7% | 61,117 | $5.5M |
| Raffa Wealth Management, LLC | 1.04% | Add +7.8% | 58,427 | $5.2M |
| Orgel Wealth Management, LLC | 0.12% | Reduce -42.0% | 57,871 | $5.2M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +0.1% | 57,487 | $5.1M |
| Modern Wealth Management, LLC | 0.13% | Add +819.0% | 57,244 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +48.8% | 54,893 | $4.9M |
| Savant Capital, LLC | 0.03% | Reduce -2.2% | 53,089 | $4.7M |
| Blue Edge Capital, LLC | 0.69% | Add +9.0% | 52,202 | $4.7M |
| Nottingham Advisors, Inc. | 0.66% | Reduce -6.7% | 49,944 | $4.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -3.1% | 49,116 | $4.4M |
| CENTRAL TRUST Co | 0.10% | Add +12.6% | 48,120 | $4.3M |
| Cresset Asset Management, LLC | 0.02% | Reduce -4.0% | 46,594 | $4.2M |
| Garde Capital, Inc. | 0.21% | Add +0.3% | 44,565 | $4.0M |
| Integris Wealth Management, LLC | 1.01% | Reduce -1.3% | 43,319 | $3.9M |
| Focus Partners Wealth | 0.01% | Add +20.3% | 41,537 | $3.7M |
| Balanced Rock Investment Advisors LLC | 2.87% | Add +1.9% | 41,061 | $3.7M |
| Dunhill Financial, LLC | 1.05% | Add +7.6% | 40,477 | $3.6M |
| Canandaigua National Bank & Trust Co. | 0.33% | Reduce -4.6% | 39,976 | $3.6M |
| Waypoint Wealth Partners Inc. | 0.85% | No change | 39,104 | $3.5M |
| Blue Sky Capital Consultants Group, Inc. | 1.78% | Add +5.2% | 38,864 | $3.5M |
| Keel Point, LLC | 0.23% | Add +1.8% | 38,439 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -3.5% | 37,933 | $3.4M |
| Pitcairn Co. | 0.22% | Reduce -19.8% | 37,411 | $3.3M |
| Parkside Advisors LLC | 0.73% | Reduce -4.4% | 37,245 | $3.3M |
| Dorsey & Whitney Trust CO LLC | 0.17% | Add +12.1% | 37,002 | $3.3M |
| SageView Advisory Group, LLC | 0.12% | Add +1.9% | 36,542 | $3.3M |
| Decker Retirement Planning Inc. | 1.87% | Add +38896.8% | 36,267 | $3.2M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -2.5% | 36,196 | $3.2M |
| Plancorp, LLC | 0.11% | Reduce -5.8% | 36,175 | $3.2M |
| Hilltop Wealth Advisors, LLC | 1.78% | Add +36.4% | 35,427 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -6.7% | 34,986 | $3.1M |
| Silver Oak Wealth Advisors Services, LLC | 2.25% | Add +8.2% | 34,958 | $3.1M |
| Vision Capital Management, Inc. | 0.40% | Add +6.2% | 33,981 | $3.0M |
| Brio Consultants, LLC | 0.44% | Add +8.9% | 33,855 | $3.0M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -3.1% | 33,843 | $3.0M |
| Heritage Wealth Advisors | 0.14% | Add +22.9% | 33,677 | $3.0M |
| Pine Haven Investment Counsel, Inc | 2.35% | Add +1.3% | 33,556 | $3.0M |
| Midwest Trust Co | 0.04% | — | 33,224 | $3.0M |
| Baron Financial Group, LLC | 1.74% | Reduce -2.2% | 33,161 | $3.0M |
| Sincerus Advisory, LLC | 2.76% | Add +11.5% | 32,442 | $2.9M |
| One Capital Management, LLC | 0.10% | Reduce -4.8% | 32,324 | $2.9M |
| Crux Wealth Advisors | 1.23% | New | 32,263 | $2.9M |
| Merit Financial Group, LLC | 0.03% | Add +8.3% | 32,056 | $2.9M |
| JMG Financial Group, Ltd. | 0.09% | Reduce -3.1% | 31,974 | $2.9M |
| &partners | 0.02% | Add +11.0% | 31,873 | $2.8M |
| Gould Asset Management LLC | 0.55% | Reduce -0.5% | 31,670 | $2.8M |
| GC Wealth Management RIA, LLC | 0.22% | No change | 30,797 | $2.7M |
| Bailard, Inc. | 0.06% | Add +1.5% | 30,492 | $2.7M |
| Legacy Edge Advisors, LLC | 0.36% | Add +2.1% | 30,484 | $2.7M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.94% | Add +10.0% | 30,384 | $2.7M |
| Affiance Financial, LLC | 0.53% | Add +2.5% | 29,485 | $2.6M |
| SOA Wealth Advisors, LLC. | 0.48% | Reduce -0.9% | 29,291 | $2.6M |
| Wesbanco Bank Inc. | 0.08% | Reduce -3.7% | 29,178 | $2.6M |
| Diversified Trust Co. | 0.06% | Add +0.9% | 28,982 | $2.6M |
| rebel Financial LLC | 1.16% | — | 28,618 | $2.6M |
| RTD Financial Advisors, Inc. | 0.33% | Reduce -6.8% | 28,485 | $2.5M |
| IMA Advisory Services, Inc. | 0.27% | Add +1.9% | 28,365 | $2.5M |
| Wealth Advisory Team LLC | 2.34% | — | 28,079 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | — | 27,120 | $2.4M |
| One Wealth Advisors, LLC | 0.33% | Add +33.1% | 26,985 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -15.7% | 26,882 | $2.4M |
| Brandywine Oak Private Wealth LLC | 0.22% | Reduce -3.0% | 26,828 | $2.4M |
| Montis Financial, LLC | 0.66% | Add +14.3% | 26,612 | $2.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +59.0% | 26,165 | $2.3M |
| First Hawaiian Bank | 0.32% | Add +32.8% | 26,034 | $2.3M |
| Choreo, LLC | 0.03% | Reduce -5.5% | 25,953 | $2.3M |
| Neumann Capital Management, LLC | 0.72% | Reduce -3.1% | 25,685 | $2.3M |
| Charter Oak Capital Management, LLC | 0.19% | Reduce -1.9% | 25,596 | $2.3M |
| Haverford Trust Co | 0.02% | Add +23.1% | 25,152 | $2.2M |
| TriaGen Wealth Management LLC | 0.68% | Reduce -0.7% | 25,080 | $2.2M |
| Halbert Hargrove Global Advisors, LLC | 0.12% | Reduce -8.3% | 25,047 | $2.2M |
| Pioneer Wealth Management Group | 0.82% | Reduce -3.0% | 24,932 | $2.2M |
| WealthShield Partners, LLC | 0.27% | Reduce -23.3% | 24,736 | $2.2M |
| eCIO, Inc. | 0.92% | Add +68.6% | 24,512 | $2.2M |
| Cranbrook Wealth Management, LLC | 0.46% | Reduce -1.3% | 24,297 | $2.2M |
| OLIO Financial Planning | 0.67% | Reduce -2.6% | 23,729 | $2.1M |
| Harbour Investments, Inc. | 0.05% | Add +1.5% | 23,609 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +4.3% | 23,469 | $2.1M |
| Wingate Wealth Advisors, Inc. | 1.85% | Add +1.9% | 23,227 | $2.1M |
| Vicus Capital | 0.17% | Reduce -1.9% | 23,201 | $2.1M |
| National Bank of Canada | 0.00% | Add +4.4% | 23,250 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -3.4% | 23,141 | $2.1M |
| BigSur Wealth Management LLC | 0.52% | No change | 23,000 | $2.1M |
| Financial Advisors, LLC | 0.38% | Reduce -23.8% | 22,998 | $2.1M |
| Connecticut Wealth Management, LLC | 0.10% | Add +0.1% | 22,734 | $2.0M |
| CFM Wealth Partners LLC | 0.32% | Reduce -8.3% | 22,596 | $2.0M |
| Long Run Wealth Advisors, LLC | 0.42% | Reduce -1.8% | 22,512 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +72.0% | 21,752 | $1.9M |
| Alaska Wealth Advisors, LLC | 0.28% | Reduce -5.3% | 21,750 | $1.9M |
| First Financial Bank - Trust Division | 0.17% | Add +0.3% | 21,668 | $1.9M |
| Brookstone Capital Management | 0.02% | Reduce -6.2% | 21,057 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.5% | 20,772 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +1.7% | 20,165 | $1.8M |
| Centennial Bank | 0.75% | Add +13.1% | 20,025 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.9% | 19,995 | $1.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.38% | Add +8.9% | 19,773 | $1.8M |
| Coldstream Capital Management Inc. | 0.03% | Add +0.8% | 19,671 | $1.8M |
| Brooklyn FI, LLC | 0.44% | Add +13.4% | 19,411 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.28% | Reduce -0.1% | 19,110 | $1.7M |
| GenTrust, LLC | 0.08% | Add +11.0% | 19,022 | $1.7M |
| Birchbrook, Inc. | 0.89% | Reduce -0.1% | 18,699 | $1.7M |
| Parallel Advisors, LLC | 0.03% | Reduce -5.8% | 18,602 | $1.7M |
| Summit Wealth Group, LLC | 0.43% | Reduce -2.1% | 18,557 | $1.7M |
| Values Added Financial LLC | 0.80% | Reduce -46.2% | 18,496 | $1.7M |
| Chicago Partners Investment Group LLC | 0.05% | Add +1.8% | 17,839 | $1.6M |
| Ryan Investment Management, Inc. | 1.03% | — | 18,146 | $1.6M |
| Private Wealth Management Group, LLC | 0.54% | Reduce -1.8% | 18,079 | $1.6M |
| Elevation Wealth Partners, LLC | 0.60% | Add +2.2% | 17,048 | $1.5M |
| Portland Global Advisors LLC | 0.18% | Add +1.4% | 16,830 | $1.5M |
| Trilogy Capital Inc. | 0.07% | Add +6.7% | 16,553 | $1.5M |
| Johnson Financial Group, LLC | 0.14% | No change | 16,380 | $1.5M |
| Williams & Novak, LLC | 1.24% | Reduce -9.3% | 16,345 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,343 | $1.5M |
| Planning Alternatives Ltd. | 0.20% | Reduce -2.4% | 15,891 | $1.4M |
| WealthCollab, LLC | 0.79% | No change | 15,817 | $1.4M |
| CGN Advisors LLC | 0.12% | Reduce -1.8% | 15,623 | $1.4M |
| Richard P Slaughter Associates Inc | 0.28% | Add +25.4% | 15,523 | $1.4M |
| Sage Advisory Services, Ltd.Co. | 0.75% | Add +24.8% | 15,379 | $1.4M |
| RHS Financial, LLC | 0.77% | Reduce -32.6% | 15,283 | $1.4M |
| Pure Financial Advisors, LLC | 0.02% | Add +7.8% | 15,232 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +190.2% | 14,972 | $1.3M |
| Weil Company, Inc. | 0.35% | Add +32.9% | 14,908 | $1.3M |
| Elios Financial Group Inc. | 0.59% | Add +21.0% | 14,562 | $1.3M |
| Omega Financial Group, LLC | 0.47% | Add +0.4% | 14,542 | $1.3M |
| Perennial Investment Advisors, LLC | 0.12% | Add +1.9% | 14,221 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +2092.4% | 14,141 | $1.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.19% | Add +14.9% | 14,047 | $1.3M |
| Mendel Capital Management LLC | 0.71% | Add +4.3% | 13,976 | $1.2M |
| Caliber Wealth Management, LLC / KS | 0.13% | New | 13,946 | $1.2M |
| Capital Analysts, LLC | 0.04% | Add +22.5% | 13,895 | $1.2M |
| NorthRock Partners, LLC | 0.03% | Reduce -4.7% | 13,798 | $1.2M |
| Coastline Trust Co | 0.14% | Add +10.1% | 13,703 | $1.2M |
| A&I Financial Services, LLC | 0.69% | Add +3.1% | 13,613 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.23% | Reduce -0.1% | 13,499 | $1.2M |
| Asset Dedication, LLC | 0.08% | Add +1.2% | 12,888 | $1.1M |
| Aprio Wealth Management, LLC | 0.13% | Reduce -3.5% | 12,849 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +97.5% | 12,826 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.3% | 12,737 | $1.1M |
| Ipsen Advisor Group LLC | 0.85% | Add +0.2% | 12,576 | $1.1M |
| Nepc LLC | 0.03% | No change | 12,495 | $1.1M |
| Acropolis Investment Management, LLC | 0.06% | Add +1.2% | 12,483 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -20.0% | 12,450 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +142.9% | 12,315 | $1.1M |
| Wescott Financial Advisory Group, LLC | 0.10% | Add +16.4% | 12,271 | $1.1M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -8.0% | 12,091 | $1.1M |
| Cascade Financial Partners, LLC | 0.13% | No change | 11,914 | $1.1M |
| Armbruster Capital Management, Inc. | 0.19% | Reduce -4.0% | 11,908 | $1.1M |
| Carr Financial Group Corp | 0.31% | Add +1.9% | 11,842 | $1.1M |
| HF Advisory Group, LLC | 0.42% | Reduce -9.2% | 11,773 | $1.1M |
| Falcon Wealth Planning | 0.11% | Add +12.3% | 11,743 | $1.0M |
| Brighton Jones LLC | 0.03% | Add +11.1% | 11,467 | $1.0M |
| Cambridge Financial Group, LLC | 0.38% | Reduce -1.1% | 11,448 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +15.9% | 11,392 | $1.0M |
| Brewster Financial Planning LLC | 0.68% | No change | 11,371 | $1.0M |
| NorthCoast Asset Management LLC | 0.00% | Reduce -6.1% | 11,271 | $1.0M |
| Diversified Enterprises, LLC | 0.07% | Add +3.6% | 11,241 | $1.0M |
| Sensible Financial Planning & Management, LLC. | 0.19% | Reduce -0.4% | 11,163 | $996K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -8.0% | 11,086 | $989K |
| LexAurum Advisors, LLC | 0.16% | New | 10,974 | $979K |
| 1ST Source Bank | 0.05% | Reduce -0.5% | 10,813 | $965K |
| Ameraudi Asset Management, Inc. | 0.50% | Add +21.0% | 10,755 | $960K |
| Shepherd Financial Partners LLC | 0.10% | Reduce -1.8% | 10,627 | $948K |
| Quadrant Capital Group LLC | 0.03% | Reduce -1.4% | 10,468 | $934K |
| Presilium Private Wealth, LLC | 0.19% | Reduce -0.4% | 10,380 | $926K |
| Bragg Financial Advisors, Inc | 0.03% | Add +1.6% | 10,169 | $907K |
| Regatta Capital Group, LLC | 0.15% | Reduce -10.7% | 10,070 | $898K |
| ERn Financial, LLC | 0.19% | Reduce -5.8% | 9,913 | $884K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 9,793 | $874K |
| SigFig Wealth Management, LLC | 0.03% | New | 9,790 | $872K |
| XY Planning Network, Inc. | 0.29% | New | 9,669 | $863K |
| Pathstone Holdings, LLC | 0.00% | Add +1.6% | 9,540 | $851K |
| Pittenger & Anderson Inc. | 0.03% | Reduce -2.7% | 9,326 | $832K |
| Jordan Park Group LLC | 0.05% | Reduce -12.0% | 9,309 | $831K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +139.3% | 9,293 | $829K |
| Forte Capital LLC | 0.09% | No change | 9,196 | $820K |
| Avantax Advisory Services, Inc. | 0.00% | Add +13.3% | 9,180 | $819K |
| Courier Capital LLC | 0.05% | Add +6.7% | 9,093 | $811K |
| Orin Green Financial, LLC | 0.34% | No change | 9,070 | $809K |
| Level Financial Advisors | 0.25% | No change | 9,067 | $809K |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +1.6% | 9,067 | $809K |
| PDS Planning, Inc | 0.06% | Add +1.1% | 8,933 | $797K |
| Compound Planning, Inc. | 0.03% | Reduce -0.5% | 8,906 | $795K |
| Comerica Bank | 0.00% | Add +6.6% | 8,898 | $794K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +0.7% | 8,870 | $791K |
| Bell Investment Advisors, Inc | 0.14% | Add +0.1% | 8,822 | $787K |
| Western Wealth Management, LLC | 0.05% | Add +0.7% | 8,742 | $780K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -26.1% | 8,653 | $772K |
| Birch Hill Investment Advisors LLC | 0.03% | Add +1.7% | 8,626 | $770K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +21.2% | 8,609 | $768K |
| Warren Street Wealth Advisors, LLC | 0.25% | Add +0.2% | 8,577 | $765K |
| Penobscot Wealth Management | 0.27% | Add +13.7% | 8,574 | $765K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.5% | 8,376 | $747K |
| Perigon Wealth Management, LLC | 0.02% | Add +21.5% | 8,318 | $742K |
| Bessemer Group Inc. | 0.00% | Add +2848.6% | 8,315 | $741K |
| Peak Financial Management, Inc. | 0.21% | Add +1.7% | 8,282 | $739K |
| Hill Island Financial LLC | 0.21% | Reduce -91.6% | 8,261 | $737K |
| Capasso Planning Partners LLC | 0.42% | Add +3.5% | 8,239 | $735K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -2.7% | 8,172 | $729K |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +46.6% | 8,030 | $716K |
| MAI Capital Management | 0.00% | Add +12.6% | 7,815 | $697K |
| Symmetry Partners, LLC | 0.09% | Reduce -17.6% | 7,807 | $697K |
| Whittier Trust Co. | 0.01% | No change | 7,687 | $686K |
| Mgo One Seven LLC | 0.02% | Add +88.9% | 7,679 | $685K |
| WT Wealth Management | 0.20% | Add +4.0% | 7,644 | $682K |
| Foster Group, Inc. | 0.02% | Add +5.0% | 7,638 | $681K |
| BlueStem Wealth Partners, LLC | 0.08% | Add +1.9% | 7,595 | $678K |
| Higgins & Schmidt Wealth Strategies LLC | 0.37% | Reduce -3.2% | 7,590 | $677K |
| Investor's Fiduciary Advisor Network, LLC | 0.25% | Add +65.3% | 7,435 | $663K |
| Sharper & Granite LLC | 0.25% | Reduce -13.2% | 7,411 | $661K |
| Argent Trust Co | 0.02% | Add +2.9% | 7,359 | $657K |
| VERITY Wealth Advisors | 0.44% | No change | 7,335 | $654K |
| Wealth Dimensions Group, Ltd. | 0.14% | Reduce -2.4% | 7,292 | $651K |
| Private Trust Co. NA | 0.06% | No change | 7,280 | $650K |
| Farther Finance Advisors, LLC | 0.01% | Add +39.8% | 7,165 | $639K |
| Vontobel Holding Ltd. | 0.00% | No change | 7,123 | $636K |
| Waverly Advisors, LLC | 0.01% | Add +0.6% | 6,971 | $622K |
| Cwm, LLC | 0.00% | Add +18.8% | 6,952 | $620K |
| Aufman Associates Inc | 0.37% | Add +1.9% | 6,802 | $607K |
| Equita Financial Network, Inc. | 0.24% | Reduce -9.4% | 6,702 | $598K |
| Addison Advisors LLC | 0.15% | No change | 6,631 | $592K |
| Morton Brown Family Wealth, LLC | 0.18% | No change | 6,607 | $589K |
| Sage Financial Group Inc. | 0.04% | Reduce -0.1% | 6,591 | $588K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -4.8% | 6,577 | $587K |
| Frisch Financial Group, Inc. | 0.14% | Reduce -0.0% | 6,557 | $585K |
| Farrell Financial LLC | 0.39% | Add +1.9% | 6,522 | $582K |
| Paulson Wealth Management Inc. | 0.15% | Add +2.0% | 6,381 | $569K |
| Matrix Asset Advisors Inc. | 0.06% | Reduce -2.2% | 6,378 | $569K |
| First Foundation Advisors | 0.02% | Add +12.4% | 6,377 | $569K |
| Great Diamond Partners, LLC | 0.12% | Reduce -4.0% | 6,258 | $558K |
| CIBC Asset Management Inc | 0.00% | No change | 6,245 | $557K |
| IFP Advisors, Inc | 0.02% | Add +1.8% | 6,238 | $557K |
| Affinity Capital Advisors, LLC | 0.10% | Add +2.1% | 6,233 | $556K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 6,230 | $556K |
| SCS Capital Management LLC | 0.01% | Add +1.3% | 6,215 | $554K |
| Bell Bank | 0.03% | Reduce -3.9% | 6,199 | $553K |
| Libra Wealth LLC | 0.18% | Add +29.1% | 6,149 | $549K |
| Curtis Advisory Group, LLC | 0.14% | No change | 6,092 | $544K |
| Shotwell Rutter Baer Inc | 0.37% | Reduce -4.3% | 6,082 | $543K |
| Sentinel Trust Co. Lba | 0.06% | Reduce -12.5% | 6,072 | $542K |
| Horst & Graben Wealth Management LLC | 0.09% | New | 6,061 | $541K |
| SkyView Investment Advisors, LLC | 0.08% | Add +30.1% | 5,983 | $533K |
| Tudor Investment Corporation | 0.00% | New | 5,931 | $529K |
| Bogart Wealth, LLC | 0.02% | Reduce -8.6% | 5,918 | $528K |
| Deutsche Bank AG | 0.00% | Add +393.3% | 5,890 | $526K |
| McAdam, LLC | 0.03% | Add +5.1% | 5,879 | $525K |
| Advisory Alpha, LLC | 0.02% | Add +4.1% | 5,859 | $523K |
| Sharkey, Howes & Javer | 0.07% | New | 5,759 | $514K |
| Moller Wealth Partners | 0.11% | Reduce -0.0% | 5,730 | $511K |
| Diversify Advisory Services, LLC | 0.02% | Add +54.4% | 5,624 | $510K |
| Associated Banc-Corp | 0.01% | Add +10.8% | 5,715 | $510K |
| ABLE Financial Group, LLC | 0.12% | Add +5.5% | 5,702 | $509K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -15.8% | 5,701 | $509K |
| North Berkeley Wealth Management, LLC | 0.47% | Add +3.0% | 5,690 | $508K |
| Capital Advantage, Inc. | 0.08% | Add +6.6% | 5,678 | $507K |
| Ballentine Partners, LLC | 0.01% | No change | 5,622 | $502K |
| Beacon Financial Planning, Inc. | 0.28% | Add +1.9% | 5,608 | $500K |
| Aaron Wealth Advisors LLC | 0.05% | Reduce -15.1% | 5,604 | $500K |
| Fulcrum Capital LLC | 0.11% | Reduce -5.8% | 5,579 | $498K |
| Chesley Taft & Associates LLC | 0.02% | No change | 5,450 | $486K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.2% | 5,411 | $483K |
| Milestone Investment Advisors LLC | 0.13% | Add +0.0% | 5,399 | $482K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 5,356 | $478K |
| Bank of Montreal | 0.00% | Add +0.9% | 5,311 | $474K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +30.4% | 5,281 | $471K |
| Root Financial Partners, LLC | 0.05% | Add +45.0% | 5,272 | $470K |
| BLB&B Advisors, LLC | 0.02% | Add +52.5% | 5,245 | $468K |
| First Trust Advisors LP | 0.00% | Add +1.7% | 5,214 | $465K |
| Crestwood Advisors Group, LLC | 0.01% | Add +17.7% | 5,192 | $463K |
| Bigelow Investment Advisors, LLC | 0.20% | No change | 5,162 | $461K |
| Community Bank, N.A. | 0.06% | Reduce -0.5% | 5,159 | $460K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 5,114 | $456K |
| Martin Worley Group | 0.22% | New | 5,015 | $447K |
| Vanguard Group Inc. | 0.00% | Add +19.7% | 5,006 | $447K |
| Cary Street Partners Financial LLC | 0.01% | No change | 4,981 | $444K |
| New England Private Wealth Advisors LLC | 0.06% | Add +1.9% | 4,985 | $439K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.5% | 4,851 | $433K |
| LongView Asset Management LLC | 0.32% | Reduce -6.9% | 4,754 | $424K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +33.8% | 4,719 | $421K |
| World Investment Advisors | 0.01% | Add +56.7% | 4,670 | $417K |
| Morling Financial Advisors, LLC | 0.14% | Reduce -4.3% | 4,664 | $416K |
| DDFG, Inc | 0.10% | No change | 4,654 | $415K |
| Compass Ion Advisors, LLC | 0.04% | No change | 4,622 | $412K |
| Bluespring Wealth Management, LLC | 0.04% | Add +0.2% | 4,608 | $411K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 4,590 | $410K |
| Kelman-Lazarov, Inc. | 0.07% | Add +0.6% | 4,563 | $407K |
| Austin Private Wealth, LLC | 0.03% | New | 4,555 | $406K |
| Truefg, LLC | 0.12% | Add +0.3% | 4,541 | $405K |
| Sherman Asset Management, Inc. | 0.36% | No change | 4,500 | $401K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -14.7% | 4,498 | $401K |
| Appleton Partners Inc. | 0.03% | Reduce -1.1% | 4,456 | $398K |
| WNY Asset Management, LLC | 0.04% | Reduce -4.5% | 4,445 | $397K |
| Fingerlakes Wealth Management, Inc. | 0.29% | Add +2.5% | 4,311 | $385K |
| Hilltop Partners LLC | 0.12% | Reduce -5.1% | 4,310 | $384K |
| Darden Wealth Group Inc | 0.23% | No change | 4,233 | $378K |
| Davis Wealth Advisors, LLC | 0.40% | New | 4,187 | $374K |
| Valley National Advisers Inc. | 0.06% | Add +3.5% | 4,189 | $373K |
| Veracity Capital LLC | 0.13% | Add +5.0% | 4,088 | $365K |
| CWC Advisors, LLC. | 0.19% | Reduce -0.1% | 4,087 | $365K |
| Arkos Global Advisors | 0.05% | No change | 4,078 | $364K |
| True Link Financial Advisors, LLC | 0.03% | Add +34.7% | 4,064 | $363K |
| Warner Financial, Inc. | 0.15% | Add +0.3% | 4,056 | $362K |
| Wealth Alliance, LLC | 0.04% | New | 4,008 | $358K |
| Verus Wealth Management, LLC | 0.36% | No change | 4,000 | $357K |
| Nautilus Advisors LLC | 0.26% | No change | 4,000 | $357K |
| Hanson & Doremus Investment Management | 0.05% | No change | 3,995 | $356K |
| Bangor Savings Bank | 0.03% | Reduce -0.7% | 3,974 | $355K |
| Harbor Group, Inc. | 0.06% | Add +8.5% | 3,959 | $353K |
| Financial Insights, Inc. | 0.13% | Reduce -13.9% | 3,921 | $350K |
| Integrated Investment Consultants, LLC | 0.07% | No change | 3,913 | $349K |
| TD Private Client Wealth LLC | 0.01% | Reduce -3.7% | 3,882 | $346K |
| Simmons Bank | 0.02% | No change | 3,878 | $346K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -15.8% | 3,830 | $342K |
| Sterling Investment Advisors LLC | 0.18% | Add +4.1% | 3,288 | $341K |
| PrairieView Partners, LLC | 0.03% | Reduce -4.9% | 3,778 | $337K |
| Pecaut & Co. | 0.11% | Add +1.0% | 3,777 | $337K |
| Topel & Distasi Wealth Management, LLC | 0.18% | No change | 3,759 | $335K |
| United Asset Strategies, Inc. | 0.03% | Reduce -1.6% | 3,740 | $334K |
| Stephenson & Company, Inc. | 0.20% | Add +21.2% | 3,731 | $333K |
| Farmers National Bank | 0.09% | Add +6.7% | 3,730 | $333K |
| O'Brien Wealth Partners LLC | 0.05% | No change | 3,676 | $328K |
| Focus Financial Network, Inc. | 0.01% | Add +8.2% | 3,667 | $327K |
| Hughes Financial Services, LLC | 0.06% | Reduce -4.1% | 3,679 | $326K |
| SouthState Bank Corp | 0.01% | No change | 3,625 | $323K |
| Opulen Financial Group LLC | 0.26% | Add +1.1% | 3,577 | $319K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -3.9% | 3,574 | $319K |
| Manning & Napier Advisors LLC | 0.00% | Add +0.2% | 3,568 | $318K |
| Gemmer Asset Management LLC | 0.03% | Add +1.8% | 3,564 | $318K |
| Morris Financial Concepts, Inc. | 0.12% | Add +19.3% | 3,475 | $310K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -11.1% | 3,430 | $306K |
| Lodestar Private Asset Management LLC | 0.04% | No change | 3,400 | $303K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 3,385 | $302K |
| Leverty Financial Group, LLC | 0.09% | No change | 3,365 | $300K |
| Regal Investment Advisors LLC | 0.02% | New | 3,337 | $298K |
| Silver Oak Advisory Group, Inc. | 0.14% | Add +1.9% | 3,312 | $295K |
| D. Scott Neal, Inc. | 0.15% | Reduce -3.1% | 3,288 | $293K |
| Tme Financial, Inc. | 0.24% | Reduce -11.5% | 3,277 | $292K |
| CW Advisors, LLC | 0.00% | Add +6.0% | 3,260 | $291K |
| Continuum Advisory, LLC | 0.03% | Add +6.8% | 3,234 | $289K |
| Tarbox Family Office, Inc. | 0.04% | No change | 3,149 | $281K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.8% | 3,146 | $281K |
| Global Retirement Partners, LLC | 0.01% | — | 3,121 | $278K |
| Rede Wealth, LLC | 0.10% | No change | 3,105 | $277K |
| Wealth Management Nebraska | 0.04% | No change | 3,111 | $277K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -3.3% | 3,090 | $276K |
| Mission Creek Capital Partners, Inc. | 0.06% | No change | 3,044 | $272K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,018 | $269K |
| Confluence Wealth Services, Inc. | 0.01% | Add +6.7% | 3,011 | $269K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,005 | $268K |
| Prudential Financial Inc. | 0.00% | New | 3,000 | $268K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 2,997 | $267K |
| Callan Family Office, LLC | 0.01% | Reduce -22.1% | 2,966 | $265K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +3.3% | 2,963 | $264K |
| Verus Capital Partners, LLC | 0.02% | Reduce -0.3% | 2,959 | $264K |
| Round Rock Advisors LLC | 0.05% | Add +10.6% | 2,929 | $261K |
| Rockbridge Investment Management, LCC | 0.03% | New | 2,888 | $258K |
| Signaturefd, LLC | 0.00% | Reduce -17.1% | 2,870 | $256K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -1.9% | 2,868 | $256K |
| AlphaCore Capital LLC | 0.01% | Reduce -56.0% | 2,868 | $256K |
| Lake Street Private Wealth, LLC | 0.04% | Add +3.9% | 2,858 | $255K |
| Sachetta, LLC | 0.10% | Reduce -9.5% | 2,857 | $255K |
| Quantinno Capital Management LP | 0.00% | New | 2,853 | $255K |
| Etesian Wealth Advisors, Inc. | 0.09% | Add +4.5% | 2,818 | $251K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 2,756 | $246K |
| Founders Financial Alliance, LLC | 0.06% | No change | 2,750 | $245K |
| Trust Co. of Vermont | 0.01% | No change | 2,723 | $243K |
| Clarity Asset Management, Inc. | 0.14% | Add +1.6% | 2,723 | $243K |
| NewEdge Wealth, LLC | 0.00% | Add +0.1% | 2,696 | $241K |
| AdvisorNet Financial, Inc | 0.02% | Add +4.2% | 2,688 | $240K |
| Vested Financial Planning, LLC | 0.21% | No change | 2,676 | $239K |
| CWS Financial Advisors, LLC | 0.07% | Add +1.8% | 2,666 | $238K |
| Arq Wealth Advisors, LLC | 0.08% | No change | 2,911 | $238K |
| RFG Advisory, LLC | 0.01% | New | 2,641 | $236K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 2,626 | $234K |
| Ascent Capital Management, LLC | 0.21% | Add +1.2% | 2,606 | $232K |
| Welch & Forbes LLC | 0.00% | Add +6.2% | 2,605 | $232K |
| Neuberger Berman Group LLC | 0.00% | New | 2,590 | $231K |
| Busey Bank | 0.01% | New | 2,560 | $228K |
| Pathway Financial Advisors LLC | 0.03% | No change | 2,549 | $227K |
| BridgePort Financial Solutions, LLC | 0.08% | New | 2,546 | $227K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -9.3% | 2,533 | $226K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,527 | $225K |
| JSF Financial, LLC | 0.05% | Reduce -56.2% | 2,504 | $223K |
| Auxano Advisors, LLC | 0.05% | No change | 2,472 | $221K |
| Financial Council, LLC | 0.10% | Reduce -0.5% | 2,439 | $218K |
| Columbia Bank | 0.07% | New | 2,434 | $216K |
| PFG Investments, LLC | 0.01% | Reduce -29.8% | 2,418 | $216K |
| Petros Family Wealth, LLC | 0.20% | New | 2,408 | $215K |
| Abacus Planning Group, Inc. | 0.03% | New | 2,396 | $214K |
| NWF Advisory Services Inc. | 0.03% | Reduce -4.6% | 2,393 | $214K |
| High Falls Advisors, Inc | 0.05% | New | 2,367 | $211K |
| BayBridge Capital Group, LLC | 0.14% | Reduce -7.9% | 2,364 | $211K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.12% | No change | 2,576 | $210K |
| Fairway Financial, LLC | 0.18% | New | 2,353 | $210K |
| Larson Financial Group LLC | 0.01% | Add +258.0% | 2,334 | $208K |
| Baker Tilly Wealth Management, LLC | 0.07% | New | 2,330 | $208K |
| Commerce Bank | 0.00% | New | 2,326 | $208K |
| One Wealth Capital Management, LLC | 0.10% | New | 2,317 | $207K |
| Valmark Advisers, Inc. | 0.00% | New | 2,308 | $206K |
| Stewardship Advisors, LLC | 0.05% | New | 2,291 | $204K |
| Centurion Wealth Management LLC | 0.06% | New | 2,274 | $203K |
| Revolve Wealth Partners, LLC | 0.03% | New | 2,270 | $203K |
| WBH Advisory Inc. | 0.02% | New | 2,258 | $201K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,178 | $194K |
| Marshall & Sterling Wealth Advisors Inc. | 0.13% | Reduce -12.2% | 2,145 | $190K |
| Johnson Financial Group, Inc. | 0.01% | Add +43.1% | 2,058 | $184K |
| Motco | 0.02% | No change | 2,091 | $183K |
| Keener Financial Planning LLC | 0.09% | Add +4.2% | 2,018 | $180K |
| Cornerstone Planning Group LLC | 0.04% | Add +1.9% | 2,000 | $176K |
| WPG Advisers, LLC | 0.15% | No change | 1,974 | $176K |
| Concord Wealth Partners | 0.03% | Reduce -0.9% | 1,939 | $173K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,893 | $169K |
| Glenmede Investment Management, LP | 0.00% | — | 1,880 | $168K |
| Horizons Wealth Management | 0.12% | No change | 1,873 | $167K |
| Finley Financial, LLC | 0.08% | No change | 1,830 | $163K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -9.0% | 1,770 | $158K |
| Gould Capital, LLC | 0.10% | No change | 1,757 | $157K |
| Rossby Financial, LCC | 0.06% | Reduce -13.1% | 1,753 | $156K |
| Bellwether Advisors, LLC | 0.03% | No change | 1,717 | $153K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,710 | $153K |
| Covestor Ltd | 0.08% | Add +3.0% | 1,570 | $140K |
| Stephens Consulting, LLC | 0.03% | Reduce -4.7% | 1,559 | $139K |
| Principal Securities, Inc. | 0.00% | Reduce -40.1% | 1,518 | $135K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,411 | $126K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,361 | $121K |
| Smartleaf Asset Management LLC | 0.01% | Add +82.4% | 1,326 | $118K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -14.5% | 1,312 | $117K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,267 | $113K |
| First Horizon Advisors, Inc. | 0.00% | Add +679.4% | 1,208 | $108K |
| Financial Network Wealth Advisors LLC | 0.13% | No change | 1,204 | $107K |
| Investors Research Corp | 0.02% | No change | 1,137 | $101K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.6% | 1,131 | $101K |
| AllSquare Wealth Management LLC | 0.05% | No change | 1,096 | $98K |
| Fort Vancouver Investment Management, LLC | 0.07% | No change | 1,090 | $97K |
| Westend Capital Management, LLC | 0.03% | New | 1,075 | $96K |
| CoreCap Advisors, LLC | 0.00% | Reduce -41.8% | 1,053 | $94K |
| TD Waterhouse Canada Inc. | 0.00% | Add +72.8% | 1,037 | $92K |
| Hurley Capital, LLC | 0.06% | No change | 929 | $83K |
| AE Wealth Management LLC | 0.00% | Add +55.0% | 899 | $80K |
| Angeles Wealth Management, LLC | 0.01% | New | 884 | $79K |
| Trust Co | 0.01% | Reduce -8.1% | 880 | $78K |
| Princeton Global Asset Management LLC | 0.01% | Add +3.3% | 872 | $78K |
| Rice Partnership, LLC | 0.01% | Reduce -5.3% | 862 | $77K |
| Bfsg, LLC | 0.01% | No change | 858 | $77K |
| Gen-Wealth Partners Inc | 0.03% | New | 855 | $76K |
| Phillips Financial Management, LLC | 0.01% | No change | 843 | $75K |
| Scarborough Advisors, LLC | 0.01% | New | 801 | $71K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -1.1% | 801 | $71K |
| American National Bank & Trust | 0.01% | New | 800 | $71K |
| MJT & Associates Financial Advisory Group, Inc. | 0.09% | Reduce -27.2% | 799 | $71K |
| Financial Gravity Companies, Inc. | 0.01% | — | 794 | $71K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 771 | $69K |
| IAG Wealth Partners, LLC | 0.01% | No change | 765 | $68K |
| Pacifica Partners Inc. | 0.03% | Reduce -11.8% | 750 | $67K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 744 | $66K |
| Cape Investment Advisory, Inc. | 0.02% | Add +19.0% | 707 | $63K |
| Kimelman & Baird, LLC | 0.01% | No change | 692 | $62K |
| Ancora Advisors LLC | 0.00% | No change | 683 | $61K |
| Your Advocates Ltd., LLP | 0.02% | Add +0.6% | 677 | $60K |
| Pacific Center for Financial Services | 0.02% | No change | 673 | $60K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 647 | $58K |
| Evolution Advisers, Inc. | 0.03% | No change | 650 | $57K |
| Archer Investment Corp | 0.01% | No change | 635 | $57K |
| Kilter Group LLC | 0.03% | New | 618 | $55K |
| TD Capital Management LLC | 0.01% | Add +1.8% | 614 | $55K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.9% | 579 | $52K |
| UMB Bank, n.a. | 0.00% | No change | 568 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 567 | $51K |
| Rialto Wealth Management, LLC | 0.01% | No change | 553 | $49K |
| Center for Financial Planning, Inc. | 0.01% | No change | 549 | $49K |
| Tortoise Investment Management, LLC | 0.00% | Add +94.0% | 516 | $46K |
| Smithfield Trust Co | 0.00% | No change | 508 | $45K |
| Redwood Park Advisors LLC | 0.03% | Add +1.9% | 478 | $43K |
| Atlantic Union Bankshares Corp | 0.00% | New | 438 | $39K |
| Providence Capital Advisors, LLC | 0.01% | New | 416 | $37K |
| Allworth Financial LP | 0.00% | Add +0.3% | 395 | $35K |
| JFS Wealth Advisors, LLC | 0.00% | New | 390 | $35K |
| Atticus Wealth Management, LLC | 0.01% | Add +10.2% | 378 | $34K |
| NBT Bank, N.A. | 0.00% | No change | 377 | $34K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 372 | $33K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 355 | $32K |
| North Star Investment Management Corp. | 0.00% | Reduce -13.0% | 355 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | Add +3.5% | 353 | $31K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.7% | 352 | $31K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 350 | $31K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 347 | $31K |
| Kathleen S. Wright Associates Inc. | 0.01% | New | 327 | $29K |
| Winthrop Capital Management, LLC | 0.01% | No change | 323 | $29K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 325 | $29K |
| Creative Capital Management Investments LLC | 0.01% | No change | 321 | $29K |
| Coston, McIsaac & Partners | 0.01% | Add +1.7% | 292 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +47.0% | 269 | $24K |
| HM Payson & Co. | 0.00% | Add +0.4% | 258 | $23K |
| Harbor Asset Planning, Inc. | 0.02% | — | 234 | $21K |
| Sound Income Strategies, LLC | 0.00% | Add +152.2% | 232 | $21K |
| Key Financial Inc | 0.00% | No change | 225 | $20K |
| Longview Financial Advisors LLC | 0.01% | No change | 222 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 219 | $20K |
| Crewe Advisors LLC | 0.00% | Add +2.9% | 216 | $19K |
| Ameriflex Group, Inc. | 0.01% | Add +2.0% | 204 | $18K |
| Transce3nd, LLC | 0.01% | Add +53.7% | 189 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 185 | $17K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +29.1% | 182 | $16K |
| Copia Wealth Management | 0.01% | No change | 164 | $15K |
| Bokf, NA | 0.00% | No change | 160 | $14K |
| CX Institutional | 0.00% | No change | 155 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 147 | $13K |
| Sage Mountain Advisors LLC | 0.00% | No change | 146 | $13K |
| Qube Research & Technologies Ltd | 0.00% | New | 105 | $9K |
| Centerpoint Advisors, LLC | 0.00% | Add +6.5% | 99 | $9K |
| Beacon Capital Management, LLC | 0.00% | New | 100 | $9K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 99 | $9K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 93 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 89 | $8K |
| First Command Advisory Services, Inc. | 0.00% | New | 88 | $8K |
| Spire Wealth Management | 0.00% | Reduce -87.2% | 75 | $7K |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.3% | 74 | $7K |
| Founders Capital Management | 0.00% | No change | 73 | $7K |
| Arax Advisory Partners | 0.00% | Add +1.4% | 70 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 66 | $6K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.8% | 57 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 52 | $5K |
| Twin City Private Wealth, LLC | 0.00% | New | 49 | $4K |
| Lanark Financial, Inc. | 0.00% | New | 47 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 44 | $4K |
| WealthTrak Capital Management LLC | 0.00% | New | 42 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 40 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +14.3% | 40 | $4K |
| Evermay Wealth Management LLC | 0.00% | Reduce -41.7% | 35 | $3K |
| Choate Investment Advisors | 0.00% | New | 31 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Reduce -98.3% | 30 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 27 | $2K |
| Keystone Global Partners, LLC | 0.00% | Reduce -33.3% | 2 | $178 |
| Glassman Wealth Services | 0.00% | No change | 2 | $178 |
"% 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.