iShares Trust iShares ESG AwESGDETF
13F holders, Q3 2025 (September 30)647holders +2
42new positions
31sold out
2famous investors
$93.01avg. 13F price*
At the end of Q3 2025, 647 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 2 from Q2 2025. 42 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($995.3M), JPMorgan Chase & Co. ($729.9M) and Empower Advisory Group, LLC ($522.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $43.6M |
| Exits | 31 | $55.8M |
All 13F filers, Q2 2025 → Q3 2025: 3,117,293 shares bought and 2,836,574 shares sold, net +280,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 647 holders
| Bank of America Corp. | 0.07% | Add +0.4% | 10,703,934 | $995.3M |
| JPMorgan Chase & Co. | 0.05% | Add +4.7% | 7,849,611 | $729.9M |
| Empower Advisory Group, LLC | 1.45% | Reduce -0.6% | 5,614,910 | $522.1M |
| Northern Trust Corp. | 0.06% | Reduce -3.1% | 4,687,296 | $435.8M |
| Morgan Stanley | 0.02% | Add +0.9% | 4,267,559 | $396.8M |
| Tiaa Trust, National Association | 0.92% | Add +3.2% | 4,091,655 | $379.4M |
| Betterment LLC | 0.71% | Add +0.8% | 3,888,708 | $361.6M |
| FMR LLC | 0.02% | Add +9.8% | 3,242,467 | $301.5M |
| Wells Fargo & Company | 0.03% | Reduce -0.2% | 1,684,463 | $156.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -28.6% | 1,565,608 | $145.6M |
| Acorns Advisers, LLC | 1.14% | Add +2.5% | 1,553,309 | $144.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.1% | 1,498,393 | $139.3M |
| Mercer Global Advisors Inc. | 0.21% | Add +5.4% | 1,337,965 | $124.4M |
| Flputnam Investment Management Co. | 1.85% | Add +5.6% | 1,331,282 | $123.8M |
| UBS Group AG | 0.02% | Reduce -3.0% | 1,206,616 | $112.2M |
| Wealthfront Advisers LLC | 0.26% | Add +4.3% | 1,169,041 | $108.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.7% | 1,160,592 | $107.9M |
| Spinnaker Trust | 5.41% | Add +0.7% | 1,049,501 | $97.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -8.6% | 1,011,179 | $94.0M |
| BlackRock, Inc. | 0.00% | Add +12.4% | 824,365 | $76.6M |
| LPL Financial LLC | 0.02% | Add +20.1% | 785,721 | $73.1M |
| US Bancorp \de | 0.09% | Reduce -6.6% | 780,169 | $72.5M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -7.1% | 765,658 | $71.2M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.4% | 741,988 | $69.0M |
| Fifth Third Bancorp | 0.20% | Reduce -5.2% | 659,791 | $61.3M |
| Fiduciary Trust Co | 0.64% | Add +8.1% | 610,864 | $56.8M |
| Creative Planning | 0.04% | Add +0.9% | 554,297 | $51.5M |
| M&T Bank Corp | 0.17% | Add +3.4% | 548,319 | $51.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.3% | 519,980 | $48.3M |
| Royal Bank of Canada | 0.01% | Add +1.9% | 459,050 | $42.7M |
| Mission Wealth Management, LP | 0.80% | Add +1.4% | 421,528 | $39.2M |
| Olde Wealth Management, LLC | 11.75% | — | 401,264 | $38.1M |
| IMPACTfolio, LLC | 15.41% | Reduce -1.6% | 384,182 | $35.7M |
| Sei Investments Co. | 0.04% | Add +0.7% | 378,896 | $35.2M |
| D.A. Davidson & Co. | 0.22% | Reduce -1.2% | 374,627 | $34.8M |
| Bond & Devick Financial Network, Inc. | 9.16% | Add +7.6% | 327,627 | $30.5M |
| High Note Wealth, LLC | 5.93% | Reduce -0.8% | 317,498 | $29.5M |
| Corient Private Wealth LP | 0.05% | Reduce -4.9% | 309,415 | $28.8M |
| Mariner, LLC | 0.03% | Add +5.0% | 285,422 | $26.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.53% | Add +0.3% | 283,859 | $26.4M |
| Composition Wealth, LLC | 0.39% | Add +5.6% | 283,115 | $26.3M |
| Eastern Bank | 0.47% | Reduce -7.0% | 282,738 | $26.3M |
| Ally Invest Advisors Inc. | 1.84% | Add +2.5% | 275,866 | $25.6M |
| Keybank National Association | 0.09% | Add +3.5% | 274,324 | $25.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.07% | New | 273,436 | $25.4M |
| AlTi Global, Inc. | 0.59% | Add +5.0% | 269,271 | $25.0M |
| MML Investors Services, LLC | 0.07% | Add +5.4% | 265,050 | $24.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.2% | 250,843 | $23.6M |
| Federation des caisses Desjardins du Quebec | 0.09% | Reduce -13.7% | 246,594 | $22.9M |
| Bank of New York Mellon Corp | 0.00% | Add +5.5% | 230,046 | $21.4M |
| LFA - Lugano Financial Advisors SA | 11.25% | No change | 229,552 | $21.3M |
| Raymond James Financial Inc. | 0.01% | Add +8.6% | 228,199 | $21.2M |
| Blair William & Co. | 0.05% | Add +11.7% | 211,068 | $19.6M |
| Thrivent Financial for Lutherans | 0.04% | Add +942.3% | 208,414 | $19.4M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +222.7% | 206,765 | $19.2M |
| Howland Capital Management LLC | 0.72% | Reduce -6.4% | 203,944 | $19.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +3.0% | 203,209 | $18.9M |
| Ellevest, Inc. | 2.69% | Add +9.5% | 202,420 | $18.8M |
| Mather Group, Llc. | 0.19% | Add +2.4% | 201,813 | $18.8M |
| Stanich Group LLC | 11.43% | Add +4.7% | 200,733 | $18.7M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +8.3% | 186,534 | $17.3M |
| Forefront Analytics, LLC | 16.59% | Add +154.8% | 185,230 | $17.2M |
| Windsor Capital Management, LLC | 4.67% | Add +3.3% | 181,937 | $16.9M |
| Jones Financial Companies LLLP | 0.01% | Add +10.4% | 182,435 | $16.8M |
| Baird Financial Group, Inc. | 0.03% | Add +2.2% | 179,634 | $16.7M |
| Private Advisor Group, LLC | 0.07% | Add +1.9% | 161,359 | $15.0M |
| Modera Wealth Management, LLC | 0.16% | Reduce -1.9% | 152,346 | $14.2M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +54.9% | 151,670 | $14.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +5.2% | 148,531 | $13.8M |
| Clarius Group, LLC | 0.78% | Add +0.1% | 141,681 | $13.2M |
| Fund Evaluation Group, LLC | 0.44% | Reduce -0.4% | 131,229 | $12.2M |
| Shira Ridge Wealth Management | 5.14% | Add +1.4% | 130,330 | $12.1M |
| Alliancebernstein L.P. | 0.00% | Add +1.2% | 129,314 | $12.0M |
| Litman Gregory Wealth Management LLC | 0.89% | Add +36.1% | 128,698 | $12.0M |
| Alesco Advisors, LLC, An ESL Co | 0.32% | Reduce -5.7% | 127,936 | $11.9M |
| Sand Hill Global Advisors, LLC | 0.41% | Add +3.0% | 126,031 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +5.3% | 124,669 | $11.6M |
| Wealth Architects, LLC | 1.03% | Add +0.5% | 117,454 | $10.9M |
| Cetera Investment Advisers | 0.01% | Add +34.6% | 116,774 | $10.9M |
| Roof Eidam Maycock Peralta, LLC | 2.62% | Reduce -0.3% | 116,050 | $10.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 115,383 | $10.7M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -3.5% | 113,250 | $10.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -44.2% | 109,100 | $10.1M |
| Truist Financial Corp. | 0.01% | Add +5.5% | 106,677 | $9.9M |
| Park Avenue Securities LLC | 0.08% | Add +41.1% | 103,544 | $9.6M |
| Impact Investors, Inc | 6.09% | Add +17.2% | 99,438 | $9.2M |
| Principal Financial Group Inc. | 0.00% | New | 92,010 | $8.6M |
| Laurel Wealth Planning LLC | 4.52% | Add +0.3% | 91,990 | $8.6M |
| Citizens Financial Group Inc. | 0.12% | Reduce -16.2% | 90,529 | $8.4M |
| HB Wealth Management, LLC | 0.06% | Add +3.7% | 90,135 | $8.4M |
| NewEdge Advisors, LLC | 0.04% | Add +5.7% | 84,804 | $7.9M |
| Advisory Services Network, LLC | 0.12% | Add +5.1% | 84,489 | $7.9M |
| Apella Capital, LLC | 0.17% | Reduce -5.6% | 79,129 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -0.6% | 78,353 | $7.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.6% | 78,352 | $7.3M |
| Facet Wealth, Inc. | 0.15% | Reduce -0.7% | 77,395 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Add +32.4% | 72,693 | $6.7M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Add +16.2% | 71,039 | $6.6M |
| Wrapmanager Inc. | 1.96% | Reduce -29.2% | 68,610 | $6.4M |
| Mascoma Wealth Management LLC | 1.37% | Add +2.6% | 66,764 | $6.2M |
| Relyea Zuckerberg Hanson LLC | 0.65% | Add +8.1% | 66,385 | $6.2M |
| CENTRAL TRUST Co | 0.13% | Add +37.9% | 66,343 | $6.2M |
| JNBA Financial Advisors | 0.56% | Add +1.0% | 66,006 | $6.1M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -1.5% | 65,373 | $6.1M |
| GeoWealth Management, LLC | 0.22% | Reduce -5.9% | 64,916 | $6.0M |
| Fisher Asset Management | 0.00% | Add +5.5% | 64,464 | $6.0M |
| Accredited Investors Inc. | 0.32% | Add +0.0% | 62,493 | $5.8M |
| Quent Capital, LLC | 0.49% | Add +0.1% | 62,323 | $5.8M |
| Raffa Wealth Management, LLC | 1.02% | Add +4.1% | 60,822 | $5.7M |
| RVW Wealth, LLC | 0.43% | Reduce -4.4% | 58,866 | $5.5M |
| Orgel Wealth Management, LLC | 0.12% | Add +0.2% | 57,969 | $5.4M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +0.0% | 57,497 | $5.3M |
| BSW Wealth Partners | 0.67% | Reduce -6.6% | 57,446 | $5.3M |
| Modern Wealth Management, LLC | 0.10% | Reduce -1.0% | 56,675 | $5.3M |
| Savant Capital, LLC | 0.03% | Add +3.0% | 54,703 | $5.1M |
| Citigroup Inc. | 0.00% | Reduce -85.7% | 49,854 | $4.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +1.5% | 49,849 | $4.6M |
| Nottingham Advisors, Inc. | 0.63% | Reduce -2.3% | 48,786 | $4.5M |
| Blue Edge Capital, LLC | 0.63% | Reduce -8.2% | 47,917 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.1% | 46,565 | $4.3M |
| Focus Partners Wealth | 0.01% | Add +3.5% | 43,012 | $4.0M |
| Balanced Rock Investment Advisors LLC | 2.91% | Add +4.2% | 42,764 | $4.0M |
| Integris Wealth Management, LLC | 0.96% | Reduce -1.8% | 42,554 | $4.0M |
| Garde Capital, Inc. | 0.20% | Reduce -5.7% | 42,016 | $3.9M |
| Blue Sky Capital Consultants Group, Inc. | 1.65% | Add +4.0% | 40,433 | $3.8M |
| Axxcess Wealth Management, LLC | 0.08% | Add +11.4% | 40,339 | $3.8M |
| Veridan Wealth LLC | 1.27% | — | 39,643 | $3.7M |
| Keel Point, LLC | 0.22% | No change | 38,439 | $3.6M |
| Canandaigua National Bank & Trust Co. | 0.31% | Reduce -4.1% | 38,331 | $3.6M |
| Crux Wealth Advisors | 1.40% | Add +17.4% | 37,860 | $3.5M |
| One Capital Management, LLC | 0.11% | Add +15.4% | 37,308 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.8% | 37,264 | $3.5M |
| Dorsey & Whitney Trust CO LLC | 0.18% | No change | 37,002 | $3.4M |
| SageView Advisory Group, LLC | 0.12% | Reduce -0.0% | 36,536 | $3.4M |
| Dunhill Financial, LLC | 1.14% | Reduce -10.1% | 36,398 | $3.4M |
| Plancorp, LLC | 0.11% | Reduce -0.4% | 36,034 | $3.4M |
| Hilltop Wealth Advisors, LLC | 1.72% | Add +0.2% | 35,493 | $3.3M |
| Brio Consultants, LLC | 0.45% | Add +4.4% | 35,342 | $3.3M |
| Heritage Wealth Advisors | 0.14% | Add +4.6% | 35,240 | $3.3M |
| Legacy Edge Advisors, LLC | 0.38% | Add +15.0% | 35,044 | $3.3M |
| Silver Oak Wealth Advisors Services, LLC | 2.14% | No change | 34,958 | $3.3M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -0.1% | 34,956 | $3.3M |
| Decker Retirement Planning Inc. | 1.74% | Reduce -5.9% | 34,112 | $3.2M |
| Pine Haven Investment Counsel, Inc | 2.27% | Add +0.8% | 33,841 | $3.1M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -0.5% | 33,668 | $3.1M |
| Midwest Trust Co | 0.04% | Add +0.8% | 33,508 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +52.5% | 33,169 | $3.1M |
| Baron Financial Group, LLC | 1.68% | Reduce -0.3% | 33,075 | $3.1M |
| Gould Asset Management LLC | 0.57% | Add +3.8% | 32,858 | $3.1M |
| Sincerus Advisory, LLC | 2.60% | Add +0.8% | 32,691 | $3.0M |
| Vision Capital Management, Inc. | 0.37% | Reduce -3.8% | 32,680 | $3.0M |
| GC Wealth Management RIA, LLC | 0.10% | Add +5.0% | 32,329 | $3.0M |
| JMG Financial Group, Ltd. | 0.08% | No change | 31,974 | $3.0M |
| Merit Financial Group, LLC | 0.03% | Reduce -1.5% | 31,580 | $2.9M |
| One Wealth Advisors, LLC | 0.37% | Add +16.5% | 31,438 | $2.9M |
| Montis Financial, LLC | 0.67% | Add +18.1% | 31,429 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +52.7% | 30,789 | $2.9M |
| &partners | 0.02% | Reduce -2.7% | 31,026 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +33.6% | 30,920 | $2.9M |
| Montecito Bank & Trust | 0.44% | — | 30,502 | $2.8M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.58% | Add +0.1% | 30,406 | $2.8M |
| Bailard, Inc. | 0.06% | Reduce -1.3% | 30,108 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Add +3.0% | 30,044 | $2.8M |
| Freestone Capital Holdings, LLC | 0.08% | New | 29,743 | $2.8M |
| Affiance Financial, LLC | 0.49% | Reduce -0.8% | 29,238 | $2.7M |
| SOA Wealth Advisors, LLC. | 0.44% | Reduce -0.7% | 29,096 | $2.7M |
| Diversified Trust Co. | 0.05% | Reduce -0.6% | 28,822 | $2.7M |
| eCIO, Inc. | 0.99% | Add +16.9% | 28,658 | $2.7M |
| IMA Advisory Services, Inc. | 0.27% | No change | 28,365 | $2.6M |
| RTD Financial Advisors, Inc. | 0.31% | Reduce -2.0% | 27,913 | $2.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | Add +0.1% | 27,135 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +1.6% | 26,585 | $2.5M |
| Neumann Capital Management, LLC | 0.72% | Add +2.7% | 26,380 | $2.5M |
| Haverford Trust Co | 0.02% | Add +2.7% | 25,824 | $2.4M |
| WealthShield Partners, LLC | 0.27% | Add +4.2% | 25,772 | $2.4M |
| First Hawaiian Bank | 0.31% | Reduce -1.1% | 25,754 | $2.4M |
| Brandywine Oak Private Wealth LLC | 0.21% | Reduce -4.3% | 25,681 | $2.4M |
| Choreo, LLC | 0.03% | Reduce -1.1% | 25,657 | $2.4M |
| Charter Oak Capital Management, LLC | 0.19% | Reduce -0.3% | 25,523 | $2.4M |
| Cranbrook Wealth Management, LLC | 0.48% | Add +5.0% | 25,500 | $2.4M |
| Halbert Hargrove Global Advisors, LLC | 0.12% | Add +1.8% | 25,499 | $2.4M |
| Brooklyn FI, LLC | 0.53% | Add +30.9% | 25,409 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -5.7% | 25,343 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +7.0% | 25,108 | $2.3M |
| TriaGen Wealth Management LLC | 0.61% | Reduce -0.1% | 25,048 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +18.1% | 24,536 | $2.3M |
| Pioneer Wealth Management Group | 0.73% | Reduce -1.9% | 24,445 | $2.3M |
| Alaska Wealth Advisors, LLC | 0.29% | Add +11.2% | 24,193 | $2.2M |
| Financial Advisors, LLC | 0.40% | Add +4.8% | 24,103 | $2.2M |
| CFM Wealth Partners LLC | 0.32% | Add +6.4% | 24,052 | $2.2M |
| Wingate Wealth Advisors, Inc. | 1.51% | Add +0.9% | 23,426 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | Add +42.1% | 23,221 | $2.2M |
| Harbour Investments, Inc. | 0.05% | Reduce -2.1% | 23,123 | $2.1M |
| BigSur Wealth Management LLC | 0.52% | No change | 23,000 | $2.1M |
| Brookstone Capital Management | 0.03% | Add +7.7% | 22,678 | $2.1M |
| Assetmark, Inc. | 0.00% | Add +59.0% | 22,481 | $2.1M |
| Long Run Wealth Advisors, LLC | 0.40% | Reduce -2.3% | 21,991 | $2.0M |
| OLIO Financial Planning | 0.59% | Reduce -8.9% | 21,619 | $2.0M |
| Centennial Bank | 0.76% | Add +4.5% | 20,925 | $1.9M |
| Vicus Capital | 0.15% | Reduce -10.8% | 20,690 | $1.9M |
| First Financial Bank - Trust Division | 0.16% | Reduce -6.2% | 20,335 | $1.9M |
| GenTrust, LLC | 0.09% | Add +6.5% | 20,262 | $1.9M |
| Coldstream Capital Management Inc. | 0.02% | Add +0.9% | 19,852 | $1.8M |
| National Bank of Canada | 0.00% | Reduce -15.5% | 19,640 | $1.8M |
| NorthRock Partners, LLC | 0.03% | Add +41.8% | 19,571 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.28% | Add +1.8% | 19,459 | $1.8M |
| Acadian Asset Management LLC | 0.00% | Reduce -80.4% | 19,054 | $1.8M |
| Birchbrook, Inc. | 0.90% | Reduce -0.0% | 18,695 | $1.7M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -0.3% | 17,787 | $1.7M |
| Private Wealth Management Group, LLC | 0.46% | Add +0.2% | 18,115 | $1.7M |
| Summit Wealth Group, LLC | 0.41% | Reduce -2.6% | 18,066 | $1.7M |
| Values Added Financial LLC | 0.75% | Reduce -2.4% | 18,056 | $1.7M |
| Ryan Investment Management, Inc. | 0.91% | Reduce -2.8% | 17,631 | $1.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.31% | Reduce -10.9% | 17,621 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +33.5% | 17,124 | $1.6M |
| Elevation Wealth Partners, LLC | 0.57% | Add +0.1% | 17,073 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Reduce -8.9% | 16,944 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +11.8% | 16,737 | $1.6M |
| CGN Advisors LLC | 0.13% | Add +7.0% | 16,713 | $1.6M |
| Trilogy Capital Inc. | 0.07% | Add +0.4% | 16,617 | $1.5M |
| Johnson Financial Group, LLC | 0.14% | No change | 16,380 | $1.5M |
| Portland Global Advisors LLC | 0.17% | Reduce -2.8% | 16,355 | $1.5M |
| Williams & Novak, LLC | 1.17% | No change | 16,345 | $1.5M |
| Planning Alternatives Ltd. | 0.20% | Add +2.8% | 16,341 | $1.5M |
| Acropolis Investment Management, LLC | 0.08% | Add +35.2% | 16,873 | $1.5M |
| Richard P Slaughter Associates Inc | 0.32% | Add +4.1% | 16,153 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +29.4% | 15,939 | $1.5M |
| WealthCollab, LLC | 0.68% | No change | 15,817 | $1.5M |
| Sage Advisory Services, Ltd.Co. | 0.75% | Reduce -0.1% | 15,369 | $1.4M |
| RHS Financial, LLC | 0.72% | Reduce -1.9% | 15,000 | $1.4M |
| Weil Company, Inc. | 0.33% | Add +0.3% | 14,948 | $1.4M |
| MAI Capital Management | 0.01% | Add +86.8% | 14,601 | $1.4M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -4.9% | 14,480 | $1.3M |
| Capital Analysts, LLC | 0.04% | Add +4.0% | 14,455 | $1.3M |
| Falcon Wealth Planning | 0.12% | Add +22.6% | 14,392 | $1.3M |
| Coastline Trust Co | 0.14% | Add +4.9% | 14,380 | $1.3M |
| Perennial Investment Advisors, LLC | 0.11% | Add +0.3% | 14,268 | $1.3M |
| Caliber Wealth Management, LLC / KS | 0.15% | Add +1.2% | 14,117 | $1.3M |
| Omega Financial Group, LLC | 0.44% | Reduce -3.0% | 14,113 | $1.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | No change | 14,047 | $1.3M |
| Mendel Capital Management LLC | 0.68% | No change | 13,976 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +48.6% | 13,810 | $1.3M |
| A&I Financial Services, LLC | 0.62% | Add +0.3% | 13,648 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +7.3% | 13,673 | $1.3M |
| NorthCoast Asset Management LLC | 0.00% | Add +19.9% | 13,511 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +6.5% | 13,065 | $1.2M |
| Aprio Wealth Management, LLC | 0.12% | Add +0.8% | 12,956 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.19% | Reduce -5.9% | 12,699 | $1.2M |
| HF Advisory Group, LLC | 0.43% | Add +6.2% | 12,500 | $1.2M |
| Nepc LLC | 0.03% | No change | 12,495 | $1.2M |
| Sax Wealth Advisors, LLC | 0.06% | Add +3.2% | 12,478 | $1.2M |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -0.1% | 12,441 | $1.2M |
| Ipsen Advisor Group LLC | 0.83% | Reduce -1.2% | 12,425 | $1.2M |
| Asset Dedication, LLC | 0.08% | Reduce -3.9% | 12,388 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +10.2% | 12,218 | $1.1M |
| Armbruster Capital Management, Inc. | 0.19% | Add +2.1% | 12,158 | $1.1M |
| Compound Planning, Inc. | 0.04% | Add +36.0% | 12,108 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +68.4% | 12,063 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.6% | 11,921 | $1.1M |
| Cascade Financial Partners, LLC | 0.13% | No change | 11,914 | $1.1M |
| Carr Financial Group Corp | 0.30% | Reduce -0.7% | 11,763 | $1.1M |
| LexAurum Advisors, LLC | 0.15% | Add +5.0% | 11,524 | $1.1M |
| Cambridge Financial Group, LLC | 0.34% | Add +0.2% | 11,475 | $1.1M |
| Brighton Jones LLC | 0.03% | Reduce -0.4% | 11,420 | $1.1M |
| Brewster Financial Planning LLC | 0.66% | No change | 11,371 | $1.1M |
| SigFig Wealth Management, LLC | 0.03% | Add +15.7% | 11,327 | $1.0M |
| Diversified Enterprises, LLC | 0.07% | Reduce -0.5% | 11,189 | $1.0M |
| 1ST Source Bank | 0.05% | Add +0.1% | 10,829 | $1.0M |
| Sensible Financial Planning & Management, LLC. | 0.18% | Reduce -3.5% | 10,770 | $1.0M |
| Ameraudi Asset Management, Inc. | 0.60% | No change | 10,755 | $1.0M |
| Presilium Private Wealth, LLC | 0.19% | Add +2.1% | 10,594 | $985K |
| Quadrant Capital Group LLC | 0.03% | No change | 10,468 | $973K |
| Hill Island Financial LLC | 0.24% | Add +26.6% | 10,462 | $973K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +90.1% | 10,287 | $956K |
| ERn Financial, LLC | 0.19% | Add +3.6% | 10,268 | $955K |
| Perigon Wealth Management, LLC | 0.02% | Add +22.8% | 10,214 | $950K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -0.2% | 10,150 | $944K |
| Pittenger & Anderson Inc. | 0.03% | Add +8.2% | 10,086 | $938K |
| Penobscot Wealth Management | 0.30% | Add +17.3% | 10,055 | $935K |
| Natixis Advisors, LLC | 0.00% | Reduce -91.9% | 10,011 | $931K |
| Regatta Capital Group, LLC | 0.15% | Reduce -1.3% | 9,937 | $924K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 9,793 | $911K |
| Horst & Graben Wealth Management LLC | 0.14% | Add +60.6% | 9,733 | $905K |
| Courier Capital LLC | 0.05% | Add +7.0% | 9,731 | $905K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.7% | 9,607 | $893K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.1% | 9,532 | $886K |
| Investor's Fiduciary Advisor Network, LLC | 0.30% | Add +28.0% | 9,516 | $884K |
| Comerica Bank | 0.00% | Add +6.5% | 9,473 | $881K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -11.8% | 9,368 | $871K |
| Jordan Park Group LLC | 0.05% | No change | 9,309 | $866K |
| XY Planning Network, Inc. | 0.29% | No change | 9,669 | $863K |
| Mgo One Seven LLC | 0.02% | Add +19.6% | 9,181 | $854K |
| Sharkey, Howes & Javer | 0.11% | Add +58.6% | 9,133 | $849K |
| Orin Green Financial, LLC | 0.34% | No change | 9,070 | $843K |
| PDS Planning, Inc | 0.06% | Reduce -0.1% | 8,922 | $830K |
| Western Wealth Management, LLC | 0.04% | No change | 8,742 | $813K |
| Bell Investment Advisors, Inc | 0.13% | Reduce -1.1% | 8,722 | $811K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 8,653 | $805K |
| Birch Hill Investment Advisors LLC | 0.03% | Add +0.1% | 8,635 | $803K |
| Per Stirling Capital Management, LLC. | 0.10% | No change | 8,609 | $800K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -5.3% | 8,401 | $781K |
| Peak Financial Management, Inc. | 0.21% | Add +1.4% | 8,397 | $781K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +4.3% | 8,371 | $778K |
| Walkner Condon Financial Advisors LLC | 0.12% | Add +1.3% | 8,277 | $770K |
| Pathway Financial Advisors LLC | 0.10% | Add +212.6% | 7,969 | $741K |
| Warren Street Wealth Advisors, LLC | 0.22% | Reduce -8.1% | 7,881 | $733K |
| Foster Group, Inc. | 0.02% | Add +2.7% | 7,845 | $729K |
| Level Financial Advisors | 0.21% | Reduce -13.5% | 7,843 | $729K |
| Whittier Trust Co. | 0.01% | Add +0.1% | 7,696 | $729K |
| Higgins & Schmidt Wealth Strategies LLC | 0.37% | Add +2.6% | 7,789 | $724K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -14.6% | 7,747 | $720K |
| Savvy Advisors, Inc. | 0.03% | New | 7,480 | $695K |
| WT Wealth Management | 0.20% | Reduce -2.7% | 7,437 | $691K |
| Sharper & Granite LLC | 0.25% | Add +0.3% | 7,434 | $691K |
| Argent Trust Co | 0.02% | No change | 7,359 | $684K |
| VERITY Wealth Advisors | 0.43% | No change | 7,335 | $682K |
| Private Trust Co. NA | 0.06% | No change | 7,280 | $677K |
| Pitcairn Co. | 0.05% | Reduce -81.0% | 7,115 | $662K |
| Vontobel Holding Ltd. | 0.00% | Reduce -0.2% | 7,108 | $661K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.3% | 6,951 | $646K |
| Cwm, LLC | 0.00% | Reduce -0.6% | 6,909 | $642K |
| Advisory Alpha, LLC | 0.02% | Add +16.0% | 6,794 | $638K |
| Sage Financial Group Inc. | 0.04% | Add +3.6% | 6,828 | $635K |
| Addison Advisors LLC | 0.15% | Add +2.6% | 6,806 | $633K |
| Aufman Associates Inc | 0.36% | No change | 6,802 | $632K |
| BlueStem Wealth Partners, LLC | 0.07% | Reduce -10.8% | 6,773 | $630K |
| Equita Financial Network, Inc. | 0.21% | Add +1.1% | 6,773 | $630K |
| Capasso Planning Partners LLC | 0.39% | Reduce -19.2% | 6,656 | $619K |
| Symmetry Partners, LLC | 0.07% | Reduce -15.1% | 6,630 | $616K |
| Paulson Wealth Management Inc. | 0.15% | Add +3.8% | 6,622 | $616K |
| Morton Brown Family Wealth, LLC | 0.18% | No change | 6,607 | $614K |
| Bangor Savings Bank | 0.05% | Add +65.8% | 6,591 | $613K |
| Fort Point Capital Partners LLC | 0.08% | No change | 6,577 | $612K |
| Great Diamond Partners, LLC | 0.12% | Add +4.1% | 6,513 | $606K |
| Farrell Financial LLC | 0.38% | Reduce -0.6% | 6,484 | $603K |
| Curtis Advisory Group, LLC | 0.13% | Add +2.8% | 6,260 | $582K |
| CIBC Asset Management Inc | 0.00% | No change | 6,245 | $581K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 6,230 | $579K |
| Frisch Financial Group, Inc. | 0.13% | Reduce -5.0% | 6,229 | $579K |
| SCS Capital Management LLC | 0.01% | No change | 6,215 | $578K |
| Libra Wealth LLC | 0.17% | No change | 6,149 | $572K |
| Aaron Wealth Advisors LLC | 0.03% | Add +9.3% | 6,126 | $570K |
| Affinity Capital Advisors, LLC | 0.09% | Reduce -3.2% | 6,034 | $567K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +100.3% | 6,046 | $562K |
| Matrix Asset Advisors Inc. | 0.05% | Reduce -5.4% | 6,036 | $561K |
| IFP Advisors, Inc | 0.01% | Reduce -3.3% | 6,035 | $561K |
| Shotwell Rutter Baer Inc | 0.36% | Reduce -2.4% | 5,937 | $560K |
| Bogart Wealth, LLC | 0.02% | Add +1.6% | 6,011 | $559K |
| Capital Advantage, Inc. | 0.08% | Add +5.7% | 6,004 | $558K |
| Bank of Montreal | 0.00% | Add +13.1% | 6,004 | $558K |
| Old Mission Investment Co LLC | 0.14% | New | 6,000 | $558K |
| Davis Wealth Advisors, LLC | 0.50% | Add +43.2% | 5,995 | $557K |
| McAdam, LLC | 0.03% | Add +1.9% | 5,988 | $557K |
| Diversify Advisory Services, LLC | 0.02% | Add +4.8% | 5,897 | $555K |
| SkyView Investment Advisors, LLC | 0.07% | Reduce -0.7% | 5,943 | $553K |
| Sentinel Trust Co. Lba | 0.06% | Reduce -2.5% | 5,921 | $551K |
| World Investment Advisors | 0.01% | Add +24.1% | 5,797 | $539K |
| SeaCrest Wealth Management, LLC | 0.06% | No change | 5,701 | $537K |
| Moller Wealth Partners | 0.11% | No change | 5,730 | $533K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +7.8% | 5,691 | $529K |
| Associated Banc-Corp | 0.01% | Reduce -0.8% | 5,672 | $527K |
| ABLE Financial Group, LLC | 0.11% | Reduce -0.9% | 5,648 | $525K |
| Ballentine Partners, LLC | 0.01% | No change | 5,622 | $523K |
| Beacon Financial Planning, Inc. | 0.27% | No change | 5,608 | $521K |
| Root Financial Partners, LLC | 0.03% | Add +4.0% | 5,485 | $510K |
| Fulcrum Capital LLC | 0.10% | Reduce -2.0% | 5,467 | $508K |
| Milestone Investment Advisors LLC | 0.12% | No change | 5,399 | $502K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 5,356 | $498K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -1.8% | 5,350 | $497K |
| TD Private Client Wealth LLC | 0.01% | Add +37.1% | 5,323 | $495K |
| First Trust Advisors LP | 0.00% | Add +0.7% | 5,252 | $488K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.0% | 5,244 | $488K |
| BLB&B Advisors, LLC | 0.02% | Reduce -0.9% | 5,200 | $483K |
| DDFG, Inc | 0.11% | Add +11.5% | 5,191 | $483K |
| Cary Street Partners Financial LLC | 0.01% | Add +4.0% | 5,178 | $481K |
| Bigelow Investment Advisors, LLC | 0.19% | No change | 5,162 | $480K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 5,114 | $476K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +49.8% | 5,071 | $472K |
| WNY Asset Management, LLC | 0.05% | Add +13.3% | 5,034 | $468K |
| New England Private Wealth Advisors LLC | 0.06% | No change | 4,985 | $463K |
| Regal Investment Advisors LLC | 0.03% | Add +47.5% | 4,923 | $458K |
| Kelman-Lazarov, Inc. | 0.07% | Add +6.8% | 4,875 | $453K |
| Valley National Advisers Inc. | 0.07% | Add +15.0% | 4,818 | $448K |
| Baker Avenue Asset Management, LP | 0.01% | Add +6.5% | 4,791 | $445K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.3% | 4,790 | $445K |
| Krilogy Financial LLC | 0.02% | New | 4,747 | $445K |
| Bluespring Wealth Management, LLC | 0.04% | Add +3.7% | 4,779 | $444K |
| Vanguard Group Inc. | 0.00% | Reduce -4.5% | 4,779 | $444K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.1% | 4,773 | $444K |
| North Berkeley Wealth Management, LLC | 0.35% | Reduce -16.9% | 4,729 | $440K |
| Morling Financial Advisors, LLC | 0.14% | Reduce -0.0% | 4,662 | $434K |
| Citadel Advisors | 0.00% | Reduce -97.6% | 4,659 | $433K |
| Appleton Partners Inc. | 0.03% | Add +4.3% | 4,649 | $432K |
| Compass Ion Advisors, LLC | 0.04% | No change | 4,622 | $430K |
| Sage Mountain Advisors LLC | 0.02% | Add +3048.6% | 4,597 | $427K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 4,590 | $427K |
| Austin Private Wealth, LLC | 0.03% | Add +0.7% | 4,587 | $426K |
| Community Bank, N.A. | 0.05% | Reduce -11.1% | 4,586 | $426K |
| Truefg, LLC | 0.12% | Add +0.9% | 4,584 | $426K |
| GTS Securities LLC | 0.02% | New | 4,501 | $419K |
| Fingerlakes Wealth Management, Inc. | 0.26% | Add +0.3% | 4,322 | $402K |
| Wealth Alliance, LLC | 0.04% | Add +7.5% | 4,310 | $401K |
| Darden Wealth Group Inc | 0.21% | No change | 4,233 | $394K |
| Harbor Group, Inc. | 0.06% | Add +5.2% | 4,163 | $387K |
| Veracity Capital LLC | 0.12% | Add +1.4% | 4,143 | $385K |
| CWC Advisors, LLC. | 0.19% | No change | 4,087 | $380K |
| Arkos Global Advisors | 0.05% | No change | 4,078 | $379K |
| Snowden Capital Advisors LLC | 0.01% | Add +60.7% | 4,060 | $377K |
| Warner Financial, Inc. | 0.14% | No change | 4,056 | $377K |
| Sherman Asset Management, Inc. | 0.33% | Reduce -10.0% | 4,051 | $377K |
| Nautilus Advisors LLC | 0.25% | No change | 4,000 | $372K |
| Hanson & Doremus Investment Management | 0.05% | No change | 3,995 | $371K |
| Simmons Bank | 0.02% | Add +2.0% | 3,954 | $368K |
| Stephenson & Company, Inc. | 0.21% | Add +5.0% | 3,918 | $364K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.7% | 3,856 | $359K |
| Financial Insights, Inc. | 0.12% | Reduce -4.1% | 3,761 | $350K |
| Hughes Financial Services, LLC | 0.06% | No change | 3,679 | $349K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -7.8% | 3,749 | $349K |
| Topel & Distasi Wealth Management, LLC | 0.17% | Reduce -0.3% | 3,747 | $348K |
| Farmers National Bank | 0.08% | Add +0.2% | 3,739 | $348K |
| Wealth Dimensions Group, Ltd. | 0.07% | Reduce -48.7% | 3,739 | $348K |
| United Asset Strategies, Inc. | 0.03% | Reduce -0.3% | 3,727 | $347K |
| Continuum Advisory, LLC | 0.04% | Add +15.0% | 3,718 | $346K |
| Hilltop Partners LLC | 0.10% | Reduce -13.8% | 3,716 | $345K |
| Opulen Financial Group LLC | 0.26% | Add +2.8% | 3,677 | $342K |
| O'Brien Wealth Partners LLC | 0.05% | No change | 3,676 | $342K |
| Focus Financial Network, Inc. | 0.01% | No change | 3,667 | $341K |
| Gemmer Asset Management LLC | 0.03% | Add +0.9% | 3,596 | $334K |
| Confluence Wealth Services, Inc. | 0.02% | Add +19.3% | 3,591 | $334K |
| Manning & Napier Advisors LLC | 0.00% | No change | 3,568 | $332K |
| Pecaut & Co. | 0.11% | Reduce -6.2% | 3,542 | $329K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -1.4% | 3,524 | $328K |
| Lodestar Private Asset Management LLC | 0.03% | Add +0.3% | 3,410 | $317K |
| Sonoma Allocations LLC | 0.12% | — | 3,371 | $316K |
| Morris Financial Concepts, Inc. | 0.11% | Reduce -3.0% | 3,372 | $314K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -85.2% | 3,362 | $313K |
| Leverty Financial Group, LLC | 0.08% | Reduce -0.5% | 3,348 | $311K |
| Metis Global Partners, LLC | 0.01% | New | 3,300 | $307K |
| One Wealth Capital Management, LLC | 0.14% | Add +42.0% | 3,291 | $306K |
| D. Scott Neal, Inc. | 0.14% | No change | 3,288 | $306K |
| RFG Advisory, LLC | 0.01% | Add +24.2% | 3,279 | $305K |
| Tme Financial, Inc. | 0.23% | No change | 3,277 | $305K |
| Capital Management Associates, Inc | 0.08% | New | 3,205 | $298K |
| Silver Oak Advisory Group, Inc. | 0.13% | Reduce -3.3% | 3,202 | $297K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,181 | $296K |
| Global Retirement Partners, LLC | 0.01% | Add +1.3% | 3,161 | $294K |
| Investment Research Partners LLC | 0.13% | — | 3,099 | $294K |
| Deutsche Bank AG | 0.00% | Reduce -46.5% | 3,150 | $293K |
| Tarbox Family Office, Inc. | 0.04% | No change | 3,149 | $293K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,146 | $293K |
| Wealth Management Nebraska | 0.03% | No change | 3,111 | $289K |
| NWF Advisory Services Inc. | 0.03% | Add +29.3% | 3,093 | $288K |
| Atria Investments, Inc | 0.00% | New | 3,092 | $288K |
| Callan Family Office, LLC | 0.01% | Add +4.0% | 3,086 | $287K |
| Etesian Wealth Advisors, Inc. | 0.09% | Add +9.4% | 3,082 | $287K |
| Abacus Planning Group, Inc. | 0.04% | Add +27.8% | 3,063 | $285K |
| Mission Creek Capital Partners, Inc. | 0.06% | No change | 3,044 | $283K |
| Avior Wealth Management, LLC | 0.01% | New | 3,029 | $282K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.3% | 3,020 | $281K |
| Rockbridge Investment Management, LCC | 0.03% | Add +3.6% | 2,991 | $278K |
| Verus Capital Partners, LLC | 0.02% | Add +0.5% | 2,973 | $276K |
| Round Rock Advisors LLC | 0.04% | Reduce -0.4% | 2,917 | $271K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -3.1% | 2,911 | $271K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.2% | 2,873 | $267K |
| Arq Wealth Advisors, LLC | 0.08% | Reduce -1.3% | 2,872 | $267K |
| APS Management Group, Inc. | 0.24% | — | 2,869 | $267K |
| WBH Advisory Inc. | 0.02% | Add +27.0% | 2,868 | $267K |
| AlphaCore Capital LLC | 0.01% | No change | 2,868 | $267K |
| JSF Financial, LLC | 0.06% | Add +14.3% | 2,862 | $266K |
| BridgePort Financial Solutions, LLC | 0.07% | Add +12.4% | 2,861 | $266K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.0% | 2,859 | $266K |
| Sachetta, LLC | 0.10% | No change | 2,857 | $266K |
| AdvisorNet Financial, Inc | 0.01% | Add +5.1% | 2,825 | $263K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.0% | 2,795 | $260K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -6.2% | 2,778 | $258K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 2,756 | $256K |
| Founders Financial Alliance, LLC | 0.05% | No change | 2,750 | $256K |
| Signaturefd, LLC | 0.00% | Reduce -4.8% | 2,733 | $254K |
| Vested Financial Planning, LLC | 0.21% | Add +2.1% | 2,731 | $254K |
| Clarity Asset Management, Inc. | 0.14% | Reduce -0.1% | 2,719 | $253K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,696 | $253K |
| Trust Co. of Vermont | 0.01% | Reduce -0.7% | 2,703 | $251K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 2,696 | $251K |
| Sterling Investment Advisors LLC | 0.12% | Reduce -18.7% | 2,672 | $249K |
| CWS Financial Advisors, LLC | 0.07% | Add +0.2% | 2,672 | $248K |
| Maia Wealth LLC | 0.04% | New | 2,618 | $248K |
| Ascent Capital Management, LLC | 0.20% | Add +0.8% | 2,627 | $244K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 2,626 | $244K |
| Welch & Forbes LLC | 0.00% | No change | 2,605 | $242K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -24.7% | 2,583 | $240K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.12% | No change | 2,576 | $240K |
| Busey Bank | 0.01% | No change | 2,560 | $238K |
| PFG Investments, LLC | 0.01% | Add +5.8% | 2,557 | $238K |
| LongView Asset Management LLC | 0.16% | Reduce -46.5% | 2,542 | $236K |
| Talisman Wealth Advisors LLC | 0.19% | New | 2,510 | $233K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.5% | 2,499 | $232K |
| Columbia Bank | 0.06% | Add +1.4% | 2,469 | $231K |
| Auxano Advisors, LLC | 0.05% | No change | 2,472 | $230K |
| Financial Council, LLC | 0.10% | Add +1.3% | 2,470 | $230K |
| Fairway Financial, LLC | 0.18% | Add +3.5% | 2,435 | $226K |
| Shum Financial Group, Inc. | 0.17% | — | 2,430 | $226K |
| Aries Wealth Management | 0.05% | New | 2,422 | $225K |
| MA Private Wealth | 0.04% | New | 2,419 | $225K |
| BayBridge Capital Group, LLC | 0.14% | No change | 2,364 | $220K |
| LifePlan Investment Advisors, Inc. | 0.09% | New | 2,343 | $218K |
| Stewardship Advisors, LLC | 0.05% | Add +2.1% | 2,340 | $218K |
| Baker Tilly Wealth Management, LLC | 0.05% | No change | 2,330 | $217K |
| Commerce Bank | 0.00% | No change | 2,326 | $216K |
| Corepath Wealth Partners LLC | 0.16% | New | 2,275 | $216K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,308 | $215K |
| Centurion Wealth Management LLC | 0.05% | Add +1.4% | 2,305 | $214K |
| Emergent Wealth Advisors, LLC | 0.12% | New | 2,272 | $211K |
| Marshall & Sterling Wealth Advisors Inc. | 0.13% | Add +4.9% | 2,250 | $208K |
| Revolve Wealth Partners, LLC | 0.02% | Reduce -1.6% | 2,233 | $208K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,178 | $206K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 2,210 | $205K |
| Howard Financial Services, LTD. | 0.03% | New | 2,204 | $205K |
| ETF Portfolio Partners, Inc. | 0.05% | New | 2,182 | $203K |
| Wealthgarden F.S. LLC | 0.14% | New | 2,117 | $201K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,155 | $200K |
| Armstrong, Fleming & Moore, Inc | 0.10% | New | 2,151 | $200K |
| Rossby Financial, LCC | 0.07% | Add +21.1% | 2,123 | $199K |
| Motco | 0.02% | No change | 2,091 | $194K |
| SouthState Bank Corp | 0.01% | Reduce -42.9% | 2,070 | $192K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,058 | $191K |
| Cornerstone Planning Group LLC | 0.03% | No change | 2,000 | $189K |
| Keener Financial Planning LLC | 0.09% | No change | 2,018 | $187K |
| WPG Advisers, LLC | 0.14% | No change | 1,974 | $184K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +49.1% | 1,956 | $182K |
| Concord Wealth Partners | 0.02% | No change | 1,939 | $180K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,893 | $176K |
| Glenmede Investment Management, LP | 0.00% | No change | 1,880 | $175K |
| Horizons Wealth Management | 0.12% | No change | 1,873 | $174K |
| Finley Financial, LLC | 0.08% | No change | 1,830 | $170K |
| Gould Capital, LLC | 0.10% | No change | 1,757 | $163K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,710 | $159K |
| Stephens Consulting, LLC | 0.05% | Add +8.8% | 1,697 | $158K |
| Stance Capital LLC | 0.06% | New | 1,687 | $157K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Add +30.7% | 1,656 | $154K |
| Covestor Ltd | 0.08% | Add +1.2% | 1,589 | $148K |
| Principal Securities, Inc. | 0.00% | Add +1.3% | 1,538 | $143K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,411 | $131K |
| AE Wealth Management LLC | 0.00% | Add +56.8% | 1,410 | $131K |
| Gen-Wealth Partners Inc | 0.04% | Add +52.9% | 1,307 | $122K |
| CoreCap Advisors, LLC | 0.00% | Add +19.8% | 1,261 | $117K |
| Tortoise Investment Management, LLC | 0.01% | Add +139.5% | 1,236 | $115K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -6.7% | 1,237 | $115K |
| Financial Network Wealth Advisors LLC | 0.12% | No change | 1,204 | $112K |
| Investors Research Corp | 0.02% | No change | 1,137 | $106K |
| AllSquare Wealth Management LLC | 0.05% | No change | 1,096 | $102K |
| Fort Vancouver Investment Management, LLC | 0.06% | No change | 1,090 | $101K |
| Westend Capital Management, LLC | 0.03% | No change | 1,075 | $100K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.2% | 1,060 | $99K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.3% | 1,037 | $96K |
| Trust Co | 0.01% | Add +13.2% | 996 | $93K |
| Hurley Capital, LLC | 0.05% | No change | 929 | $86K |
| Ameriflex Group, Inc. | 0.03% | Add +352.0% | 922 | $86K |
| Key Financial Inc | 0.02% | Add +299.1% | 898 | $84K |
| Princeton Global Asset Management LLC | 0.01% | No change | 872 | $81K |
| Rice Partnership, LLC | 0.01% | Reduce -0.3% | 859 | $80K |
| Phillips Financial Management, LLC | 0.01% | No change | 843 | $78K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 809 | $75K |
| American National Bank & Trust | 0.01% | No change | 800 | $74K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -11.3% | 784 | $73K |
| Bfsg, LLC | 0.01% | Reduce -8.7% | 783 | $73K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -2.6% | 780 | $73K |
| MJT & Associates Financial Advisory Group, Inc. | 0.06% | Reduce -3.4% | 772 | $72K |
| IAG Wealth Partners, LLC | 0.01% | No change | 765 | $71K |
| Pacifica Partners Inc. | 0.03% | No change | 750 | $70K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -7.0% | 717 | $67K |
| Cape Investment Advisory, Inc. | 0.06% | No change | 707 | $66K |
| Archer Investment Corp | 0.01% | Add +7.6% | 683 | $64K |
| Your Advocates Ltd., LLP | 0.02% | No change | 677 | $63K |
| Pacific Center for Financial Services | 0.02% | No change | 673 | $63K |
| Ancora Advisors LLC | 0.00% | Reduce -3.8% | 657 | $61K |
| Kilter Group LLC | 0.03% | Add +5.7% | 653 | $61K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 647 | $60K |
| Evolution Advisers, Inc. | 0.03% | No change | 650 | $60K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -1.7% | 569 | $53K |
| UMB Bank, n.a. | 0.00% | No change | 568 | $53K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 567 | $53K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -23.9% | 566 | $53K |
| JFS Wealth Advisors, LLC | 0.00% | Add +43.3% | 559 | $52K |
| Larson Financial Group LLC | 0.00% | Reduce -76.3% | 553 | $51K |
| Rialto Wealth Management, LLC | 0.01% | No change | 553 | $51K |
| Center for Financial Planning, Inc. | 0.01% | No change | 549 | $51K |
| Smithfield Trust Co | 0.00% | No change | 508 | $46K |
| Redwood Park Advisors LLC | 0.03% | No change | 478 | $44K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 438 | $41K |
| Lowe Wealth Advisors, LLC | 0.01% | Add +19.7% | 419 | $39K |
| TD Capital Management LLC | 0.00% | Reduce -35.3% | 397 | $37K |
| Scarborough Advisors, LLC | 0.01% | Reduce -51.9% | 385 | $36K |
| NBT Bank, N.A. | 0.00% | No change | 377 | $35K |
| North Star Investment Management Corp. | 0.00% | No change | 355 | $33K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 353 | $33K |
| Golden State Wealth Management, LLC | 0.00% | No change | 352 | $33K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 327 | $30K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 325 | $30K |
| Winthrop Capital Management, LLC | 0.01% | No change | 323 | $30K |
| Creative Capital Management Investments LLC | 0.01% | No change | 321 | $30K |
| Rossmore Private Capital | 0.00% | New | 300 | $28K |
| Coston, McIsaac & Partners | 0.01% | No change | 292 | $27K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +816.7% | 275 | $26K |
| HM Payson & Co. | 0.00% | Add +4.7% | 270 | $25K |
| Lanark Financial, Inc. | 0.00% | Add +404.3% | 237 | $22K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 234 | $22K |
| Longview Financial Advisors LLC | 0.01% | No change | 222 | $21K |
| CVA Family Office, LLC | 0.00% | No change | 219 | $20K |
| Crewe Advisors LLC | 0.00% | No change | 216 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 185 | $17K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 179 | $17K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -2.2% | 178 | $17K |
| Sound Income Strategies, LLC | 0.00% | Reduce -28.4% | 166 | $16K |
| Copia Wealth Management | 0.01% | No change | 164 | $15K |
| United Financial Planning Group LLC | 0.01% | — | 163 | $15K |
| Bokf, NA | 0.00% | No change | 160 | $15K |
| CX Institutional | 0.00% | No change | 155 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 147 | $14K |
| Cloud Capital Management, LLC | 0.01% | New | 145 | $13K |
| Centerpoint Advisors, LLC | 0.00% | Add +25.3% | 124 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Add +1.9% | 107 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 99 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 89 | $8K |
| Resources Management Corp. /CT/ | 0.00% | New | 87 | $8K |
| Spire Wealth Management | 0.00% | No change | 75 | $7K |
| BNP Paribas Financial Markets | 0.00% | No change | 74 | $7K |
| Founders Capital Management | 0.00% | No change | 73 | $7K |
| Abound Wealth Management | 0.00% | New | 71 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 66 | $6K |
| Allworth Financial LP | 0.00% | Reduce -85.1% | 59 | $6K |
| Toth Financial Advisory Corp. | 0.00% | No change | 57 | $5K |
| Evermay Wealth Management LLC | 0.00% | Add +57.1% | 55 | $5K |
| Bessemer Group Inc. | 0.00% | Reduce -99.3% | 54 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 52 | $5K |
| SBI Securities Co., Ltd. | 0.00% | No change | 40 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 27 | $3K |
| United Community Bank | 0.00% | New | 26 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 18 | $2K |
| Millstone Evans Group, LLC | 0.00% | New | 21 | $2K |
| Guerra Advisors Inc | 0.00% | New | 17 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 17 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 10 | $930 |
| Maseco LLP | 0.00% | New | 8 | $744 |
| Glen Eagle Advisors, LLC | 0.00% | New | 6 | $558 |
| Glassman Wealth Services | 0.00% | No change | 2 | $186 |
| Financial Life Planners | 0.00% | New | 1 | $96 |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 1 | $74 |
"% 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.