iShares Trust iShares ESG AwESGDETF
13F holders, Q1 2026 (March 31)753holders +29
58new positions
25sold out
2famous investors
$95.26avg. 13F price*
At the end of Q1 2026, 753 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 29 from Q4 2025. 58 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($900.9M), JPMorgan Chase & Co. ($721.0M) and Empower Advisory Group, LLC ($523.4M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $29.7M |
| Exits | 25 | $46.2M |
All 13F filers, Q4 2025 → Q1 2026: 3,372,489 shares bought and 9,911,510 shares sold, net −6,539,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 753 holders
| Bank of America Corp. | 0.07% | Reduce -12.2% | 9,421,820 | $900.9M |
| JPMorgan Chase & Co. | 0.05% | Reduce -3.7% | 7,788,801 | $721.0M |
| Empower Advisory Group, LLC | 1.36% | Reduce -16.6% | 5,474,027 | $523.4M |
| Northern Trust Corp. | 0.06% | Add +0.0% | 4,711,100 | $450.5M |
| Morgan Stanley | 0.03% | Reduce -1.4% | 4,330,948 | $414.1M |
| FMR LLC | 0.02% | Add +9.6% | 3,973,464 | $379.9M |
| Betterment LLC | 0.71% | Reduce -0.7% | 3,918,891 | $374.7M |
| TIAA Wealth Investment Management LLC | 2.03% | — | 2,874,555 | $266.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +23.4% | 1,814,697 | $173.5M |
| Acorns Advisers, LLC | 1.12% | Reduce -0.9% | 1,578,342 | $150.9M |
| UBS Group AG | 0.03% | Add +26.5% | 1,546,466 | $147.9M |
| Wells Fargo & Company | 0.03% | Reduce -13.7% | 1,521,293 | $145.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +2.8% | 1,482,809 | $141.8M |
| Mercer Global Advisors Inc. | 0.20% | Add +4.6% | 1,432,910 | $137.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.8% | 1,234,641 | $118.1M |
| Wealthfront Advisers LLC | 0.25% | Reduce -3.1% | 1,208,522 | $115.6M |
| Flputnam Investment Management Co. | 1.58% | Reduce -16.0% | 1,111,041 | $106.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.39% | — | 1,059,587 | $101.3M |
| Spinnaker Trust | 5.55% | Reduce -0.5% | 1,047,931 | $100.2M |
| Ameriprise Financial Inc. | 0.02% | Add +5.4% | 1,003,439 | $95.9M |
| PNC Financial Services Group, Inc. | 0.05% | Add +14.7% | 947,377 | $90.6M |
| LPL Financial LLC | 0.02% | Add +14.1% | 907,428 | $86.8M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 853,371 | $81.6M |
| US Bancorp \de | 0.10% | Add +12.8% | 833,783 | $79.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +1.4% | 819,887 | $78.4M |
| Fiduciary Trust Co | 0.73% | Add +4.4% | 643,821 | $61.6M |
| Fifth Third Bancorp | 0.11% | Add +2.2% | 624,015 | $59.7M |
| EP Wealth Advisors, LLC | 0.29% | Reduce -0.3% | 619,047 | $59.2M |
| Creative Planning | 0.04% | Add +6.4% | 595,730 | $57.0M |
| M&T Bank Corp | 0.18% | Add +3.5% | 586,683 | $56.1M |
| HighTower Advisors, LLC | 0.05% | Add +0.6% | 522,218 | $49.9M |
| Royal Bank of Canada | 0.01% | Reduce -7.0% | 488,801 | $46.7M |
| Mission Wealth Management, LP | 0.88% | Add +1.7% | 439,002 | $42.0M |
| Olde Wealth Management, LLC | 12.81% | Add +3.3% | 423,213 | $40.5M |
| IMPACTfolio, LLC | 17.07% | Add +5.2% | 420,121 | $40.2M |
| Jane Street Group, LLC | 0.04% | Reduce -72.7% | 381,632 | $36.5M |
| Sei Investments Co. | 0.03% | Reduce -2.9% | 369,066 | $35.3M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +71.7% | 368,679 | $35.3M |
| D.A. Davidson & Co. | 0.20% | Reduce -3.0% | 353,077 | $33.8M |
| Bond & Devick Financial Network, Inc. | 8.96% | Reduce -1.4% | 335,830 | $32.1M |
| Corient Private Wealth LP | 0.04% | Add +4.7% | 318,854 | $30.5M |
| Mariner, LLC | 0.04% | Add +5.2% | 318,634 | $30.5M |
| High Note Wealth, LLC | 5.91% | Reduce -0.5% | 314,519 | $30.1M |
| Composition Wealth, LLC | 0.40% | Add +2.5% | 303,573 | $29.0M |
| Eastern Bank | 0.49% | Add +5.9% | 298,727 | $28.6M |
| Ally Invest Advisors Inc. | 1.87% | Add +2.5% | 290,163 | $27.7M |
| AlTi Global, Inc. | 0.59% | Add +1.9% | 285,644 | $27.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.47% | Reduce -0.1% | 281,817 | $26.9M |
| Clearstead Advisors, LLC | 0.23% | Add +17251.0% | 262,174 | $25.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.2% | 259,032 | $24.8M |
| MML Investors Services, LLC | 0.07% | Reduce -4.6% | 255,607 | $24.4M |
| Forefront Analytics, LLC | 22.13% | Add +20.5% | 254,427 | $24.3M |
| Bank of New York Mellon Corp | 0.00% | Add +136.9% | 249,821 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -2.9% | 244,683 | $23.4M |
| Keybank National Association | 0.09% | Reduce -11.1% | 243,261 | $23.3M |
| Blair William & Co. | 0.06% | Add +8.5% | 231,547 | $22.1M |
| Jones Financial Companies LLLP | 0.01% | Add +17.7% | 238,877 | $22.0M |
| LFA - Lugano Financial Advisors SA | 11.16% | No change | 229,552 | $21.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -5.0% | 219,808 | $21.0M |
| Stanich Group LLC | 15.96% | Add +3.5% | 219,010 | $20.9M |
| Mather Group, Llc. | 0.21% | Add +1.4% | 216,863 | $20.7M |
| Ellevest, Inc. | 2.87% | Add +4.4% | 215,582 | $20.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -4.1% | 214,200 | $20.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +5.5% | 204,003 | $19.5M |
| Howland Capital Management LLC | 0.77% | Add +0.2% | 203,846 | $19.5M |
| FinArc Investments, Inc. | 17.35% | — | 188,524 | $18.0M |
| Baird Financial Group, Inc. | 0.03% | Add +1.6% | 185,581 | $17.7M |
| Private Advisor Group, LLC | 0.08% | Add +15.7% | 181,928 | $17.4M |
| Alliancebernstein L.P. | 0.01% | Add +40.0% | 177,523 | $16.9M |
| Windsor Capital Management, LLC | 5.02% | Reduce -2.9% | 175,739 | $16.8M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +2.8% | 164,104 | $15.7M |
| Modera Wealth Management, LLC | 0.17% | Reduce -0.9% | 148,243 | $14.2M |
| Stifel Financial Corp. | 0.01% | Add +8.9% | 137,504 | $13.1M |
| Shira Ridge Wealth Management | 5.16% | Reduce -0.2% | 136,330 | $13.0M |
| Sand Hill Global Advisors, LLC | 0.42% | Add +1.7% | 131,592 | $12.6M |
| Wealth Architects, LLC | 1.12% | Add +1.4% | 131,058 | $12.5M |
| Cetera Investment Advisers | 0.01% | Add +3.1% | 129,155 | $12.3M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -3.3% | 127,007 | $12.1M |
| Alesco Advisors, LLC, An ESL Co | 0.30% | Reduce -6.9% | 123,456 | $11.8M |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 118,186 | $11.3M |
| Impact Investors, Inc | 7.84% | Reduce -1.8% | 118,110 | $11.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -10.2% | 115,600 | $11.1M |
| Fund Evaluation Group, LLC | 0.33% | Reduce -13.6% | 113,425 | $10.8M |
| Roof Eidam Maycock Peralta, LLC | 2.49% | Reduce -0.3% | 113,335 | $10.8M |
| Truist Financial Corp. | 0.01% | Add +10.1% | 112,216 | $10.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +5.7% | 103,182 | $9.9M |
| Wealthspire Advisors, LLC | 0.08% | Reduce -14.5% | 101,463 | $9.7M |
| Advisory Services Network, LLC | 0.13% | Add +5.3% | 98,796 | $9.4M |
| Park Avenue Securities LLC | 0.07% | Add +6.2% | 98,467 | $9.4M |
| Principal Financial Group Inc. | 0.00% | Add +47.6% | 94,895 | $9.1M |
| HB Wealth Management, LLC | 0.06% | Add +3.4% | 92,931 | $8.9M |
| Laurel Wealth Planning LLC | 4.67% | Add +1.0% | 92,595 | $8.9M |
| Orgel Wealth Management, LLC | 0.19% | Add +56.6% | 90,685 | $8.7M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Reduce -2.6% | 89,918 | $8.6M |
| Cerity Partners LLC | 0.01% | Add +4.5% | 86,408 | $8.3M |
| NewEdge Advisors, LLC | 0.03% | Reduce -3.7% | 84,951 | $8.1M |
| Apella Capital, LLC | 0.12% | Reduce -2.0% | 77,910 | $8.0M |
| Facet Wealth, Inc. | 0.14% | Add +4.7% | 81,691 | $7.8M |
| Raffa Wealth Management, LLC | 1.18% | Add +14.0% | 78,887 | $7.5M |
| One Capital Management, LLC | 0.20% | Add +23.6% | 77,721 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +370.0% | 75,536 | $7.2M |
| JNBA Financial Advisors | 0.59% | Add +6.2% | 74,628 | $7.1M |
| Mascoma Wealth Management LLC | 1.45% | Add +8.1% | 73,149 | $7.0M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +7.7% | 71,144 | $6.8M |
| Relyea Zuckerberg Hanson LLC | 0.66% | Add +0.4% | 68,826 | $6.6M |
| Focus Partners Wealth | 0.01% | Add +11.8% | 67,816 | $6.5M |
| Ethic Inc. | 0.10% | New | 67,579 | $6.5M |
| Xena Financial Planning, LLC | 7.11% | Add +7.4% | 65,857 | $6.3M |
| Centennial Bank | 2.22% | Add +168.9% | 64,800 | $6.2M |
| Quent Capital, LLC | 0.43% | Add +1.0% | 63,997 | $6.1M |
| Accredited Investors Inc. | 0.33% | Reduce -0.9% | 63,457 | $6.1M |
| Cambridge Associates LLC /Ma/ | 0.10% | Reduce -10.1% | 63,109 | $6.0M |
| NorthRock Partners, LLC | 0.10% | Reduce -3.0% | 62,593 | $6.0M |
| Citizens Financial Group Inc. | 0.08% | Reduce -4.0% | 62,278 | $6.0M |
| Farther Finance Advisors, LLC | 0.05% | Add +47.6% | 59,691 | $5.8M |
| CENTRAL TRUST Co | 0.11% | Reduce -7.7% | 60,515 | $5.8M |
| Wrapmanager Inc. | 2.01% | Add +7.1% | 60,417 | $5.8M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +0.0% | 59,758 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.3% | 58,510 | $5.6M |
| Fisher Asset Management | 0.00% | Reduce -2.3% | 57,941 | $5.5M |
| BSW Wealth Partners | 0.65% | Reduce -2.9% | 55,426 | $5.3M |
| RVW Wealth, LLC | 0.41% | Reduce -5.2% | 55,177 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.8% | 54,433 | $5.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +0.2% | 52,188 | $5.0M |
| Cresset Asset Management, LLC | 0.02% | Add +2.6% | 52,003 | $5.0M |
| Garde Capital, Inc. | 0.28% | Add +1.9% | 49,452 | $4.7M |
| Savant Capital, LLC | 0.02% | Reduce -6.0% | 49,078 | $4.7M |
| Modern Wealth Management, LLC | 0.08% | Reduce -17.2% | 46,741 | $4.5M |
| Citigroup Inc. | 0.00% | Add +0.0% | 47,338 | $4.5M |
| Blue Edge Capital, LLC | 0.59% | Reduce -0.1% | 46,183 | $4.4M |
| Pitcairn Wealth Advisors LLC | 0.40% | No change | 45,549 | $4.3M |
| Balanced Rock Investment Advisors LLC | 3.02% | Add +0.2% | 45,062 | $4.3M |
| &partners | 0.02% | Reduce -9.7% | 44,811 | $4.3M |
| Blue Sky Capital Consultants Group, Inc. | 1.95% | Add +1.7% | 42,661 | $4.1M |
| Nottingham Advisors, Inc. | 0.52% | Add +0.9% | 42,516 | $4.1M |
| Legacy Edge Advisors, LLC | 0.42% | Add +10.2% | 42,213 | $4.0M |
| Midwest Financial Partners Investments, Inc. | 2.14% | Add +6.9% | 42,132 | $4.0M |
| Veridan Wealth LLC | 1.49% | Add +2.6% | 41,436 | $4.0M |
| Brio Consultants, LLC | 0.48% | Add +4.2% | 39,017 | $3.9M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 2.06% | Reduce -1.5% | 41,038 | $3.9M |
| Integris Wealth Management, LLC | 0.89% | Reduce -4.4% | 40,335 | $3.9M |
| Heritage Wealth Advisors | 0.15% | Add +3.9% | 40,098 | $3.8M |
| GeoWealth Management, LLC | 0.14% | Reduce -11.7% | 39,475 | $3.8M |
| Decker Retirement Planning Inc. | 1.70% | Add +7.9% | 39,259 | $3.8M |
| Keel Point, LLC | 0.25% | No change | 39,154 | $3.7M |
| Axxcess Wealth Management, LLC | 0.12% | Reduce -5.3% | 39,060 | $3.7M |
| eCIO, Inc. | 1.63% | Add +34.4% | 38,746 | $3.7M |
| Canandaigua National Corp. | 0.33% | — | 38,424 | $3.7M |
| Pine Haven Investment Counsel, Inc | 2.69% | Add +7.4% | 38,286 | $3.7M |
| Hamrick Investment Counsel, llc | 2.00% | Add +19.7% | 37,663 | $3.6M |
| Affiance Financial, LLC | 0.58% | Add +29.8% | 37,468 | $3.6M |
| Dunhill Financial, LLC | 0.84% | Add +3.3% | 37,145 | $3.6M |
| Dorsey & Whitney Trust CO LLC | 0.19% | No change | 37,002 | $3.5M |
| Bailard, Inc. | 0.08% | Add +3.9% | 36,653 | $3.5M |
| Plancorp, LLC | 0.10% | Reduce -1.7% | 34,763 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +1.4% | 36,196 | $3.5M |
| Sincerus Advisory, LLC | 2.60% | Add +6.3% | 35,918 | $3.4M |
| Hilltop Wealth Advisors, LLC | 2.04% | Add +0.1% | 35,675 | $3.4M |
| SageView Advisory Group, LLC | 0.12% | Reduce -1.7% | 35,614 | $3.4M |
| Midwest Trust Co | 0.04% | Add +5.6% | 35,345 | $3.4M |
| Silver Oak Wealth Advisors Services, LLC | 2.17% | Add +0.9% | 34,944 | $3.3M |
| GC Wealth Management RIA, LLC | 0.14% | Reduce -1.6% | 34,138 | $3.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -17.9% | 34,038 | $3.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +0.5% | 33,640 | $3.2M |
| Vision Capital Management, Inc. | 0.40% | Reduce -2.3% | 33,498 | $3.2M |
| Klaas Financial Asset Advisors, LLC | 0.44% | New | 33,166 | $3.2M |
| Crux Wealth Advisors | 1.22% | Reduce -0.8% | 33,149 | $3.2M |
| Gould Asset Management LLC | 0.54% | Add +3.1% | 32,774 | $3.1M |
| Wit, LLC | 0.06% | No change | 32,336 | $3.1M |
| Montis Financial, LLC | 0.64% | Add +2.6% | 32,253 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.1% | 32,176 | $3.1M |
| Baron Financial Group, LLC | 1.66% | Reduce -2.5% | 32,090 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.2% | 31,542 | $3.0M |
| Wesbanco Bank Inc. | 0.08% | Add +4.6% | 31,146 | $3.0M |
| Neumann Capital Management, LLC | 0.87% | Add +0.9% | 30,750 | $2.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.47% | No change | 30,375 | $2.9M |
| Brown Brothers Harriman & Co. | 0.02% | Add +6.3% | 29,771 | $2.8M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -7.8% | 29,461 | $2.8M |
| One Wealth Advisors, LLC | 0.35% | Reduce -1.5% | 29,360 | $2.8M |
| WealthShield Partners, LLC | 0.31% | Add +8.8% | 29,252 | $2.8M |
| IMA Advisory Services, Inc. | 0.27% | No change | 28,883 | $2.8M |
| SOA Wealth Advisors, LLC. | 0.50% | Reduce -4.1% | 27,923 | $2.7M |
| RTD Financial Advisors, Inc. | 0.33% | Add +3.5% | 27,829 | $2.7M |
| JMG Financial Group, Ltd. | 0.07% | Add +0.2% | 27,688 | $2.6M |
| Brandywine Oak Private Wealth LLC | 0.22% | No change | 27,139 | $2.6M |
| Torren Management, LLC | 1.29% | Reduce -3.9% | 27,058 | $2.6M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | New | 26,813 | $2.6M |
| Brooklyn FI, LLC | 0.54% | Reduce -0.7% | 26,739 | $2.6M |
| Diversified Trust Co. | 0.05% | Reduce -0.4% | 26,717 | $2.6M |
| Merit Financial Group, LLC | 0.02% | Reduce -9.0% | 26,320 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -7.8% | 26,118 | $2.5M |
| Brookstone Capital Management | 0.03% | Add +4.8% | 26,080 | $2.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 26,053 | $2.5M |
| Choreo, LLC | 0.03% | Reduce -0.5% | 25,995 | $2.5M |
| Haverford Trust Co | 0.02% | Reduce -0.1% | 25,894 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +193.2% | 25,700 | $2.5M |
| True Blue Financial, LLC | 1.92% | Reduce -0.2% | 25,479 | $2.4M |
| Halbert Hargrove Global Advisors, LLC | 0.12% | Reduce -0.5% | 25,261 | $2.4M |
| rebel Financial LLC | 1.04% | Reduce -4.8% | 25,081 | $2.4M |
| Wingate Wealth Advisors, Inc. | 1.28% | Add +4.7% | 24,998 | $2.4M |
| Cranbrook Wealth Management, LLC | 0.48% | Reduce -2.5% | 24,870 | $2.4M |
| TriaGen Wealth Management LLC | 0.64% | Reduce -1.6% | 24,668 | $2.4M |
| Charter Oak Capital Management, LLC | 0.18% | Reduce -4.4% | 23,875 | $2.3M |
| Alaska Wealth Advisors, LLC | 0.27% | Reduce -12.3% | 23,863 | $2.3M |
| Pioneer Wealth Management Group | 0.63% | Reduce -8.5% | 23,656 | $2.3M |
| CFM Wealth Partners LLC | 0.34% | No change | 23,527 | $2.2M |
| BigSur Wealth Management LLC | 0.62% | No change | 23,000 | $2.2M |
| OLIO Financial Planning | 0.60% | Add +0.1% | 22,605 | $2.2M |
| Acadian Asset Management LLC | 0.00% | Add +13.3% | 21,892 | $2.1M |
| Compound Planning, Inc. | 0.06% | Add +44.5% | 21,241 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -16.8% | 21,117 | $2.0M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -32.5% | 20,924 | $2.0M |
| Aureum Wealth Management, LLC | 1.36% | Add +22.3% | 20,454 | $2.0M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.4% | 20,232 | $1.9M |
| First Financial Bank - Trust Division | 0.16% | Reduce -0.9% | 20,157 | $1.9M |
| Chicago Partners Investment Group LLC | 0.04% | Add +4.3% | 18,897 | $1.9M |
| National Bank of Canada | 0.00% | No change | 19,580 | $1.9M |
| Assetmark, Inc. | 0.00% | Add +1.5% | 19,706 | $1.9M |
| Vicus Capital | 0.14% | Add +16.1% | 19,646 | $1.9M |
| Birchbrook, Inc. | 0.92% | Reduce -2.1% | 19,569 | $1.9M |
| Private Wealth Management Group, LLC | 0.48% | Add +0.7% | 18,977 | $1.8M |
| Planning Alternatives Ltd. | 0.23% | Add +7.1% | 18,918 | $1.8M |
| Madrid Wealth Management, LLC | 1.36% | No change | 18,876 | $1.8M |
| Values Added Financial LLC | 0.75% | Reduce -0.3% | 18,725 | $1.8M |
| Weil Company, Inc. | 0.39% | Add +15.3% | 18,049 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +1.1% | 17,816 | $1.7M |
| Acropolis Investment Management, LLC | 0.07% | Reduce -0.5% | 17,608 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.23% | Add +0.4% | 17,529 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -0.5% | 17,527 | $1.7M |
| Elevation Wealth Partners, LLC | 0.60% | Add +0.3% | 17,506 | $1.7M |
| Summit Wealth Group, LLC | 0.38% | Reduce -2.5% | 17,336 | $1.7M |
| Johnson Financial Group, LLC | 0.11% | No change | 17,190 | $1.6M |
| Trilogy Capital Inc. | 0.07% | Add +8.0% | 17,139 | $1.6M |
| Pure Financial Advisors, LLC | 0.02% | Add +1.5% | 16,777 | $1.6M |
| Richard P Slaughter Associates Inc | 0.35% | Add +1.7% | 16,686 | $1.6M |
| CGN Advisors LLC | 0.13% | Reduce -2.7% | 16,629 | $1.6M |
| Birchwood Financial Partners, Inc. | 1.52% | Reduce -0.3% | 16,457 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | New | 16,380 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Reduce -3.9% | 16,232 | $1.6M |
| Williams & Novak, LLC | 1.16% | Reduce -1.9% | 15,920 | $1.5M |
| Portland Global Advisors LLC | 0.16% | Reduce -1.4% | 16,130 | $1.5M |
| WealthCollab, LLC | 0.62% | No change | 15,817 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.7% | 15,810 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.21% | Add +39.4% | 15,714 | $1.5M |
| Coastline Trust Co | 0.15% | Add +5.5% | 15,501 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.0% | 15,494 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +1.6% | 15,478 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.15% | Add +4.0% | 14,798 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +8.5% | 14,691 | $1.4M |
| Sage Advisory Services, Ltd.Co. | 0.76% | Reduce -5.0% | 14,600 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -26.6% | 14,610 | $1.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.23% | Reduce -0.6% | 14,296 | $1.4M |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | Add +1.4% | 14,239 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.12% | Reduce -1.0% | 14,056 | $1.3M |
| Falcon Wealth Planning | 0.09% | Reduce -0.8% | 14,032 | $1.3M |
| Tiaa Trust, National Association | 0.08% | Reduce -99.7% | 13,945 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -6.2% | 13,904 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | Reduce -97.0% | 13,812 | $1.3M |
| Armbruster Capital Management, Inc. | 0.22% | Add +13.1% | 13,792 | $1.3M |
| A&I Financial Services, LLC | 0.62% | Reduce -3.2% | 13,593 | $1.3M |
| Range Advisory, LLC | 0.24% | Add +73.8% | 13,361 | $1.3M |
| Avise Financial Cooperative, Inc. | 1.06% | Add +9.6% | 13,347 | $1.3M |
| Nepc LLC | 0.03% | No change | 13,340 | $1.3M |
| Aprio Wealth Management, LLC | 0.07% | Reduce -0.3% | 13,327 | $1.3M |
| Okabena Investment Services Inc. | 0.25% | Add +46.8% | 13,302 | $1.3M |
| RHS Financial, LLC | 0.60% | Reduce -10.4% | 13,277 | $1.3M |
| HF Advisory Group, LLC | 0.43% | Add +3.2% | 13,175 | $1.3M |
| Omega Financial Group, LLC | 0.41% | Reduce -5.8% | 12,955 | $1.2M |
| M. Kulyk & Associates, LLC | 0.23% | New | 12,802 | $1.2M |
| Mendel Capital Management LLC | 0.61% | — | 12,739 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -8.0% | 12,648 | $1.2M |
| Ipsen Advisor Group LLC | 0.83% | Add +0.4% | 12,399 | $1.2M |
| Argentarii, LLC | 0.41% | No change | 12,398 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +303.8% | 12,203 | $1.2M |
| Crestwood Advisors Group, LLC | 0.02% | Add +110.5% | 12,162 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +16.1% | 12,134 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Add +4.6% | 12,094 | $1.2M |
| Penobscot Wealth Management | 0.34% | Add +15.7% | 12,033 | $1.2M |
| LexAurum Advisors, LLC | 0.15% | — | 12,032 | $1.2M |
| Carr Financial Group Corp | 0.30% | Reduce -0.4% | 11,933 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 11,846 | $1.1M |
| Cascade Financial Partners, LLC | 0.12% | No change | 11,767 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.6% | 11,734 | $1.1M |
| Foster Group, Inc. | 0.03% | Reduce -3.4% | 11,713 | $1.1M |
| MainStreet Investment Advisors LLC | 0.17% | New | 11,635 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +11535.0% | 11,635 | $1.1M |
| Western Wealth Management, LLC | 0.04% | Reduce -1.5% | 11,549 | $1.1M |
| Red Reef Advisors LLC | 1.14% | Add +0.9% | 11,351 | $1.1M |
| Hill Island Financial LLC | 0.26% | Add +4.5% | 11,240 | $1.1M |
| 1ST Source Bank | 0.06% | Add +3.8% | 11,239 | $1.1M |
| Diversified Enterprises, LLC | 0.06% | Add +0.2% | 11,215 | $1.1M |
| Brewster Financial Planning LLC | 0.64% | Reduce -0.2% | 11,149 | $1.1M |
| Asset Dedication, LLC | 0.07% | Reduce -9.9% | 11,093 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.2% | 11,085 | $1.1M |
| Cambridge Financial Group, LLC | 0.35% | Reduce -10.2% | 10,875 | $1.0M |
| XY Planning Network, Inc. | 0.17% | Reduce -0.4% | 10,658 | $1.0M |
| Higgins & Schmidt Wealth Strategies LLC | 0.47% | Reduce -0.3% | 10,830 | $1.0M |
| Ameraudi Asset Management, Inc. | 0.56% | No change | 10,755 | $1.0M |
| Presilium Private Wealth, LLC | 0.18% | Reduce -0.0% | 10,652 | $1.0M |
| Bragg Financial Advisors, Inc | 0.03% | Add +3.7% | 10,555 | $1.0M |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +377.8% | 10,081 | $1.0M |
| Quadrant Capital Group LLC | 0.03% | No change | 10,468 | $1.0M |
| Archer Investment Management, LLC | 0.42% | New | 10,355 | $990K |
| Parcion Private Wealth LLC | 0.06% | Reduce -0.1% | 10,298 | $985K |
| Pittenger & Anderson Inc. | 0.04% | Add +1.3% | 10,293 | $984K |
| Orin Green Financial, LLC | 0.40% | Add +13.0% | 10,251 | $980K |
| Sigma Investment Counselors Inc. | 0.05% | Add +4.1% | 10,193 | $975K |
| McAdam, LLC | 0.04% | Add +0.6% | 10,168 | $972K |
| ERn Financial, LLC | 0.18% | Reduce -2.0% | 9,938 | $950K |
| Horst & Graben Wealth Management LLC | 0.13% | Add +2.5% | 9,476 | $950K |
| Regatta Capital Group, LLC | 0.14% | Add +4.6% | 9,869 | $944K |
| Shepherd Financial Partners LLC | 0.09% | Add +6.0% | 9,789 | $936K |
| GenTrust, LLC | 0.04% | Reduce -52.4% | 9,777 | $935K |
| Wealth Analytics Partners, LLC | 0.37% | No change | 9,630 | $921K |
| Mgo One Seven LLC | 0.02% | Add +12.6% | 9,628 | $921K |
| Financial Planning Fort Collins, LLC | 0.72% | Add +10.8% | 9,158 | $920K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 9,589 | $912K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,532 | $911K |
| Diversify Wealth Management, LLC | 0.02% | Add +262.6% | 9,129 | $901K |
| Jordan Park Group LLC | 0.05% | Add +4.5% | 9,413 | $900K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.6% | 9,264 | $886K |
| BlueStem Wealth Partners, LLC | 0.10% | Add +17.1% | 9,221 | $882K |
| Walkner Condon Financial Advisors LLC | 0.12% | Add +11.2% | 9,210 | $881K |
| Metis Global Partners, LLC | 0.02% | New | 8,873 | $848K |
| Investor's Fiduciary Advisor Network, LLC | 0.26% | Reduce -7.5% | 8,805 | $841K |
| Vise Technologies, Inc. | 0.02% | No change | 8,822 | $839K |
| Bell Investment Advisors, Inc | 0.13% | Reduce -0.3% | 8,714 | $833K |
| Birch Hill Investment Advisors LLC | 0.04% | Add +2.0% | 8,683 | $830K |
| Montecito Bank & Trust | 0.14% | Reduce -16.7% | 8,654 | $827K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -11.5% | 8,638 | $826K |
| Courier Capital LLC | 0.05% | Reduce -10.1% | 8,608 | $823K |
| Squarepoint Ops LLC | 0.00% | New | 8,539 | $816K |
| Cwm, LLC | 0.00% | Add +19.8% | 8,534 | $816K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -0.9% | 8,529 | $816K |
| Savvy Advisors, Inc. | 0.02% | Reduce -42.6% | 8,472 | $810K |
| PDS Planning, Inc | 0.05% | Reduce -3.1% | 8,344 | $798K |
| Cape Ann Savings Bank | 0.40% | Add +35.4% | 8,335 | $797K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -38.9% | 8,309 | $795K |
| Peak Financial Management, Inc. | 0.20% | Reduce -0.6% | 8,295 | $793K |
| Pathway Financial Advisors LLC | 0.10% | No change | 7,969 | $770K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +40.0% | 7,983 | $763K |
| Sonoma Allocations LLC | 0.26% | Add +17.1% | 7,821 | $757K |
| Sharkey, Howes & Javer | 0.10% | Reduce -1.0% | 7,913 | $757K |
| Aspiriant, LLC | 0.02% | No change | 7,883 | $754K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +54.3% | 7,882 | $753K |
| Neuberger Berman Group LLC | 0.00% | Add +211.9% | 7,859 | $751K |
| Level Financial Advisors | 0.19% | No change | 7,843 | $750K |
| Whittier Trust Co. | 0.01% | Reduce -0.1% | 7,687 | $746K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +90.3% | 7,780 | $744K |
| Brighton Jones LLC | 0.02% | New | 7,611 | $728K |
| Argent Trust Co | 0.02% | No change | 7,359 | $704K |
| Symmetry Partners, LLC | 0.04% | Reduce -2.0% | 7,340 | $702K |
| VERITY Wealth Advisors | 0.47% | No change | 7,335 | $701K |
| Sharper & Granite LLC | 0.24% | Reduce -2.3% | 7,302 | $698K |
| IFP Advisors, Inc | 0.01% | Add +9.6% | 7,241 | $692K |
| Davis Wealth Advisors, LLC | 0.57% | Add +2.6% | 7,181 | $687K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +15.1% | 7,156 | $684K |
| Waverly Advisors, LLC | 0.01% | No change | 7,112 | $680K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -32.4% | 7,089 | $678K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 7,039 | $673K |
| Founders Financial Securities LLC | 0.04% | Add +2.2% | 6,684 | $672K |
| Aufman Associates Inc | 0.32% | No change | 6,911 | $661K |
| Paulson Wealth Management Inc. | 0.15% | Reduce -6.6% | 6,903 | $660K |
| Capital Advantage, Inc. | 0.09% | Add +6.6% | 6,892 | $659K |
| Private Trust Co. NA | 0.06% | No change | 6,845 | $655K |
| Ryan Investment Management, Inc. | 0.36% | Reduce -41.8% | 6,784 | $649K |
| Sage Financial Group Inc. | 0.04% | Add +4.6% | 6,774 | $648K |
| AlphaCore Capital LLC | 0.02% | Add +41.4% | 6,774 | $648K |
| Addison Advisors LLC | 0.14% | No change | 6,723 | $643K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +11.4% | 6,645 | $635K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -21.4% | 6,629 | $634K |
| Wealth Enhancement Trust Services, Inc. | 0.08% | Add +8.6% | 6,627 | $634K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +2.2% | 6,620 | $633K |
| Fort Point Capital Partners LLC | 0.08% | No change | 6,577 | $629K |
| HighPoint Advisor Group LLC | 0.03% | Add +0.3% | 6,538 | $625K |
| Farrell Financial LLC | 0.37% | Reduce -1.5% | 6,507 | $622K |
| Frisch Financial Group, Inc. | 0.13% | Add +2.4% | 6,460 | $618K |
| Moller Wealth Partners | 0.12% | Add +12.4% | 6,439 | $616K |
| Great Diamond Partners, LLC | 0.12% | Add +6.2% | 6,401 | $612K |
| DRW Securities, LLC | 0.03% | New | 6,383 | $610K |
| Equita Financial Network, Inc. | 0.19% | Reduce -0.1% | 6,323 | $605K |
| City of London Investment Management Co. Ltd. | 0.04% | New | 6,300 | $602K |
| SCS Capital Management LLC | 0.01% | No change | 6,296 | $602K |
| Aaron Wealth Advisors LLC | 0.03% | Add +3.2% | 6,246 | $597K |
| CIBC Asset Management Inc | 0.00% | No change | 6,245 | $597K |
| Mogy Joel R Investment Counsel Inc. | 0.04% | No change | 6,230 | $596K |
| Morton Brown Family Wealth, LLC | 0.16% | Reduce -5.8% | 6,221 | $595K |
| RCS Financial Planning, LLC | 0.31% | Reduce -2.1% | 6,210 | $594K |
| Libra Wealth LLC | 0.17% | No change | 6,149 | $588K |
| WT Wealth Management | 0.17% | Reduce -13.1% | 6,125 | $586K |
| ABLE Financial Group, LLC | 0.11% | Reduce -0.6% | 6,100 | $583K |
| Capasso Planning Partners LLC | 0.31% | Reduce -1.6% | 6,069 | $580K |
| Associated Banc-Corp | 0.02% | No change | 6,027 | $576K |
| Financially in Tune, LLC | 0.49% | Add +2.5% | 6,005 | $574K |
| Old Mission Investment Co LLC | 0.13% | No change | 6,000 | $574K |
| Affinity Capital Advisors, LLC | 0.08% | Reduce -0.7% | 5,999 | $574K |
| Fingerlakes Wealth Management, Inc. | 0.38% | Add +29.1% | 5,985 | $572K |
| Matrix Asset Advisors Inc. | 0.05% | Reduce -1.2% | 5,961 | $570K |
| Shotwell Rutter Baer Inc | 0.33% | Reduce -0.5% | 5,905 | $565K |
| World Investment Advisors | 0.01% | Add +2.0% | 5,862 | $560K |
| Bank of Montreal | 0.00% | No change | 5,839 | $558K |
| Prosperity Consulting Group, LLC | 0.02% | New | 5,832 | $558K |
| Rogco, LP | 0.18% | New | 5,765 | $551K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -9.0% | 5,761 | $551K |
| Beacon Financial Planning, Inc. | 0.21% | No change | 5,714 | $546K |
| TD Private Client Wealth LLC | 0.01% | Add +7.8% | 5,702 | $545K |
| SkyView Investment Advisors, LLC | 0.07% | Reduce -4.7% | 5,664 | $542K |
| Ballentine Partners, LLC | 0.01% | No change | 5,622 | $538K |
| Continuum Advisory, LLC | 0.05% | Add +49.8% | 5,610 | $536K |
| Curtis Advisory Group, LLC | 0.11% | Add +7.9% | 5,573 | $533K |
| AQR Capital Management | 0.00% | Add +11.5% | 5,557 | $531K |
| Rehmann Capital Advisory Group | 0.03% | Add +2.1% | 5,545 | $530K |
| Empowered Funds, LLC | 0.00% | Add +54.4% | 5,470 | $523K |
| Sentinel Trust Co. Lba | 0.05% | No change | 5,473 | $523K |
| Milestone Investment Advisors LLC | 0.12% | No change | 5,400 | $516K |
| Bluespring Wealth Management, LLC | 0.04% | Add +1.9% | 5,395 | $516K |
| DDFG, Inc | 0.11% | Add +4.5% | 5,382 | $515K |
| Simmons Bank | 0.03% | Add +36.7% | 5,255 | $502K |
| Bangor Savings Bank | 0.04% | Reduce -20.2% | 5,253 | $502K |
| BLB&B Advisors, LLC | 0.02% | Add +0.3% | 5,215 | $499K |
| Bigelow Investment Advisors, LLC | 0.20% | Add +1.0% | 5,212 | $498K |
| Advisors Capital Management, LLC | 0.01% | No change | 5,208 | $498K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.3% | 5,178 | $495K |
| Pathfinder Wealth Consulting, Inc. | 0.32% | No change | 5,143 | $492K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -1.7% | 5,082 | $486K |
| Kintra Wealth, LLC | 0.03% | New | 5,025 | $480K |
| Vanguard Advisers Inc. | 0.00% | — | 5,008 | $479K |
| Gateway Wealth Partners, LLC | 0.02% | New | 4,991 | $477K |
| Fulcrum Capital LLC | 0.10% | Reduce -7.4% | 4,944 | $473K |
| First Trust Advisors LP | 0.00% | Reduce -5.0% | 4,928 | $471K |
| Sherman Asset Management, Inc. | 0.43% | Add +9.9% | 4,865 | $465K |
| Morling Financial Advisors, LLC | 0.14% | Reduce -0.5% | 4,848 | $464K |
| Valley National Advisers Inc. | 0.06% | Add +0.0% | 4,742 | $453K |
| Bell Bank | 0.02% | New | 4,733 | $453K |
| RFG Advisory, LLC | 0.01% | Reduce -2.0% | 4,652 | $445K |
| Compass Ion Advisors, LLC | 0.04% | No change | 4,622 | $442K |
| Sage Mountain Advisors LLC | 0.03% | No change | 4,597 | $440K |
| Warren Street Wealth Advisors, LLC | 0.11% | Add +4.0% | 4,556 | $436K |
| Contango Wealth Management LLC | 0.51% | Reduce -8.2% | 4,536 | $434K |
| Capital Management Associates, Inc | 0.10% | Add +7.0% | 4,500 | $430K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -6.2% | 4,477 | $428K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -10.1% | 4,450 | $426K |
| Advisory Alpha, LLC | 0.01% | Add +8.4% | 4,449 | $425K |
| Community Bank, N.A. | 0.05% | Reduce -1.8% | 4,437 | $424K |
| GK Wealth Management LLC | 0.37% | New | 4,583 | $424K |
| DWR Wealth Management, LLC | 0.37% | Add +66.2% | 4,583 | $424K |
| Pecaut & Co. | 0.14% | Add +17.3% | 4,412 | $422K |
| Bogart Wealth, LLC | 0.02% | Reduce -25.1% | 4,404 | $421K |
| Appleton Partners Inc. | 0.03% | Reduce -6.0% | 4,386 | $419K |
| Truefg, LLC | 0.11% | Reduce -6.0% | 4,352 | $416K |
| North Berkeley Wealth Management, LLC | 0.22% | Reduce -7.0% | 4,342 | $415K |
| Regal Investment Advisors LLC | 0.02% | Add +0.4% | 4,342 | $415K |
| New England Private Wealth Advisors LLC | 0.05% | Reduce -19.1% | 4,317 | $413K |
| Harbor Group, Inc. | 0.06% | Reduce -2.8% | 4,290 | $410K |
| Veracity Capital LLC | 0.15% | No change | 4,266 | $408K |
| Hilltop Partners LLC | 0.10% | Add +14.0% | 4,259 | $407K |
| Darden Wealth Group Inc | 0.21% | No change | 4,233 | $405K |
| Krilogy Financial LLC | 0.01% | Reduce -9.9% | 3,980 | $405K |
| Hughes Financial Services, LLC | 0.06% | Add +15.3% | 4,218 | $403K |
| CWC Advisors, LLC. | 0.19% | No change | 4,090 | $391K |
| Warner Financial, Inc. | 0.13% | No change | 4,070 | $389K |
| Farmers National Bank | 0.09% | Reduce -0.2% | 4,032 | $386K |
| Endeavor Private Wealth, Inc. | 0.11% | Add +77.2% | 4,024 | $385K |
| Independent Advisor Alliance | 0.00% | New | 4,003 | $383K |
| Cadia Private Client LLC | 0.31% | Add +14.3% | 4,000 | $382K |
| Nautilus Advisors LLC | 0.26% | No change | 4,000 | $382K |
| Villere St Denis J & Co. LLC | 0.04% | Reduce -12.8% | 4,000 | $382K |
| Hanson & Doremus Investment Management | 0.04% | No change | 3,995 | $382K |
| Wealth Alliance, LLC | 0.04% | Add +4.4% | 3,975 | $380K |
| Strategic Advisory Partners, LLC | 0.30% | No change | 3,965 | $379K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -24.4% | 3,962 | $379K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +34.6% | 3,936 | $376K |
| Etesian Wealth Advisors, Inc. | 0.12% | Add +19.0% | 3,932 | $376K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -19.4% | 3,920 | $375K |
| Verus Capital Partners, LLC | 0.03% | Add +29.7% | 3,886 | $372K |
| Cornerstone Planning Group LLC | 0.05% | Add +78.0% | 3,671 | $370K |
| True Link Financial Advisors, LLC | 0.02% | Add +5.8% | 3,868 | $370K |
| Stephenson & Company, Inc. | 0.20% | Add +0.1% | 3,857 | $369K |
| AdvisorNet Financial, Inc | 0.02% | Add +26.4% | 3,838 | $367K |
| Leverty Financial Group, LLC | 0.08% | Add +17.2% | 3,788 | $362K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 3,788 | $362K |
| Financial Insights, Inc. | 0.12% | Reduce -0.2% | 3,753 | $359K |
| Confluence Wealth Services, Inc. | 0.01% | Add +2.2% | 3,746 | $358K |
| Wealth Dimensions Group, Ltd. | 0.07% | No change | 3,739 | $358K |
| Avior Wealth Management, LLC | 0.01% | Reduce -2.2% | 3,736 | $357K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -21.1% | 3,715 | $355K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -8.8% | 3,710 | $355K |
| J. Mark Nickell & Co. | 0.32% | No change | 3,689 | $353K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +4.2% | 3,674 | $351K |
| Opulen Financial Group LLC | 0.25% | Reduce -2.1% | 3,667 | $351K |
| Gemmer Asset Management LLC | 0.03% | No change | 3,661 | $350K |
| United Asset Strategies, Inc. | 0.03% | Add +1.9% | 3,632 | $347K |
| Focus Financial Network, Inc. | 0.01% | Reduce -3.4% | 3,621 | $346K |
| Arkos Global Advisors | 0.04% | Reduce -2.5% | 3,566 | $341K |
| Quantinno Capital Management LP | 0.00% | Add +13.7% | 3,542 | $339K |
| Motive Wealth Advisors | 0.16% | No change | 3,512 | $336K |
| Lodestar Private Asset Management LLC | 0.03% | Add +2.9% | 3,510 | $336K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -11.1% | 3,459 | $331K |
| American Financial & Tax Strategies Inc. | 0.16% | No change | 3,355 | $321K |
| BridgePort Financial Solutions, LLC | 0.09% | Reduce -2.9% | 3,355 | $321K |
| Tme Financial, Inc. | 0.22% | No change | 3,339 | $319K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,307 | $316K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -70.2% | 1,886 | $316K |
| Silver Oak Advisory Group, Inc. | 0.13% | No change | 3,262 | $311K |
| MOR Wealth Management, LLC | 0.14% | No change | 3,216 | $308K |
| Shum Financial Group, Inc. | 0.21% | Add +11.6% | 3,173 | $303K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -0.9% | 3,149 | $301K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,146 | $301K |
| PFG Investments, LLC | 0.01% | Add +45.0% | 3,137 | $300K |
| Wealth Management Nebraska | 0.03% | No change | 3,111 | $297K |
| AE Wealth Management LLC | 0.00% | Add +29.9% | 3,109 | $297K |
| Abacus Planning Group, Inc. | 0.04% | No change | 3,108 | $297K |
| Callan Family Office, LLC | 0.01% | Add +1.7% | 3,104 | $297K |
| Lido Advisors, LLC | 0.00% | New | 3,103 | $297K |
| First Hawaiian Bank | 0.04% | Reduce -88.0% | 3,092 | $296K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 3,068 | $293K |
| Mission Creek Capital Partners, Inc. | 0.06% | No change | 3,044 | $291K |
| Atria Investments, Inc | 0.00% | Add +2.4% | 3,038 | $290K |
| Rockbridge Investment Management, LCC | 0.03% | Add +0.1% | 3,026 | $289K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -3.1% | 3,014 | $288K |
| Tortoise Investment Management, LLC | 0.02% | Add +1.9% | 2,996 | $286K |
| Reynders McVeigh Capital Management, LLC | 0.01% | New | 2,973 | $284K |
| Lake Street Private Wealth, LLC | 0.04% | Add +1.3% | 2,967 | $284K |
| Investment Research Partners LLC | 0.12% | No change | 2,965 | $284K |
| Keener Financial Planning LLC | 0.12% | Reduce -9.0% | 2,953 | $282K |
| NWF Advisory Services Inc. | 0.03% | No change | 2,947 | $282K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 2,943 | $281K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -10.3% | 2,937 | $281K |
| Avail Investment Partners, LLC | 0.30% | — | 2,912 | $278K |
| Round Rock Advisors LLC | 0.04% | Reduce -0.8% | 2,895 | $277K |
| Nadler Financial Group, Inc. | 0.03% | Add +0.9% | 2,880 | $275K |
| Crusonia Wealth Advisors LLC | 0.06% | No change | 2,879 | $275K |
| PW Advisors, LLC \ FL | 0.20% | Reduce -5.8% | 2,851 | $273K |
| Elmwood Wealth Management, Inc. | 0.08% | New | 2,849 | $272K |
| Novare Capital Management LLC | 0.02% | New | 2,845 | $272K |
| Well Done, LLC | 0.04% | New | 2,833 | $271K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -0.5% | 2,830 | $271K |
| JGP Wealth Management, LLC | 0.03% | Add +0.9% | 2,817 | $269K |
| NewEdge Wealth, LLC | 0.00% | Add +2.0% | 2,815 | $269K |
| One Wealth Capital Management, LLC | 0.12% | Add +0.2% | 2,698 | $269K |
| Basecamp Wealth Advisors LLC | 0.06% | Add +11.9% | 2,813 | $269K |
| Bar Harbor Wealth Management | 0.02% | New | 2,803 | $268K |
| Topel & Distasi Wealth Management, LLC | 0.14% | Reduce -26.1% | 2,765 | $264K |
| WBH Advisory Inc. | 0.02% | Reduce -1.7% | 2,705 | $263K |
| Founders Financial Alliance, LLC | 0.05% | No change | 2,750 | $263K |
| APS Management Group, Inc. | 0.22% | Reduce -5.6% | 2,740 | $262K |
| CWS Financial Advisors, LLC | 0.07% | Add +0.3% | 2,733 | $261K |
| Sterling Investment Advisors LLC | 0.12% | Reduce -2.0% | 2,706 | $259K |
| XML Financial, LLC | 0.02% | Reduce -16.1% | 2,704 | $259K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 2,704 | $259K |
| Rossby Financial, LCC | 0.05% | Add +27.6% | 2,646 | $257K |
| Natural Investments, LLC | 0.06% | No change | 2,694 | $257K |
| Root Financial Partners, LLC | 0.01% | Reduce -50.2% | 2,649 | $253K |
| Corepath Wealth Partners LLC | 0.17% | Add +9.6% | 2,509 | $253K |
| Abundance Wealth Counselors | 0.04% | No change | 2,630 | $251K |
| Sachetta, LLC | 0.14% | Reduce -2.6% | 2,626 | $251K |
| Keystone Financial Services | 0.07% | Reduce -12.1% | 2,620 | $251K |
| Commerce Bank | 0.00% | Add +5.4% | 2,620 | $251K |
| SmartHarvest Portfolios, LLC | 0.10% | No change | 2,601 | $249K |
| Common Fund for Nonprofit Organizations | 0.02% | Reduce -1.5% | 2,587 | $247K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.11% | Reduce -6.6% | 2,576 | $246K |
| StoneX Group Inc. | 0.01% | Add +2.8% | 2,566 | $245K |
| Busey Bank | 0.01% | No change | 2,560 | $245K |
| Welch & Forbes LLC | 0.00% | No change | 2,538 | $243K |
| WealthSpring Partners, LLC | 0.22% | No change | 2,528 | $242K |
| Marshall & Sterling Wealth Advisors Inc. | 0.16% | Add +11.2% | 2,520 | $241K |
| NerdWallet Wealth Partners, LLC | 0.10% | New | 2,516 | $241K |
| Columbia Bank | 0.07% | No change | 2,469 | $236K |
| Fairway Financial, LLC | 0.18% | No change | 2,467 | $236K |
| Essex Bank | 0.05% | No change | 2,458 | $235K |
| Liberty Atlantic Advisors LLC | 0.20% | Add +9.4% | 2,451 | $234K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -6.3% | 2,437 | $233K |
| Financial Futures Ltd Liability Co. | 0.10% | Add +8.7% | 2,431 | $232K |
| JSF Financial, LLC | 0.05% | Reduce -12.4% | 2,423 | $232K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,413 | $231K |
| MA Private Wealth | 0.04% | No change | 2,404 | $230K |
| Centurion Wealth Management LLC | 0.05% | Reduce -0.3% | 2,401 | $230K |
| Kaizen Financial Strategies | 0.10% | New | 2,255 | $229K |
| Stewardship Advisors, LLC | 0.05% | Reduce -0.6% | 2,367 | $226K |
| Prospera Financial Services Inc | 0.00% | Add +1.0% | 2,357 | $225K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +1.2% | 2,333 | $225K |
| BayBridge Capital Group, LLC | 0.14% | No change | 2,359 | $224K |
| Eq LLC | 0.06% | Add +8.2% | 2,345 | $224K |
| Financial Council, LLC | 0.09% | Reduce -6.6% | 2,334 | $223K |
| Baker Tilly Wealth Management, LLC | 0.05% | No change | 2,330 | $223K |
| Midway Capital Research & Management | 0.21% | No change | 2,321 | $222K |
| Fiduciary Financial Advisors | 0.20% | — | 2,320 | $222K |
| Old Peak Finance LLC | 0.13% | No change | 2,299 | $220K |
| Hoxton Planning & Management, LLC | 0.07% | Add +8.3% | 2,297 | $220K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +2.6% | 2,235 | $217K |
| LifePlan Investment Advisors, Inc. | 0.09% | Reduce -11.4% | 2,267 | $217K |
| Snider Financial Group | 0.07% | New | 2,256 | $216K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -11.9% | 2,245 | $215K |
| LifeGoal Investments, LLC | 0.12% | New | 2,194 | $213K |
| Howard Financial Services, LTD. | 0.02% | No change | 2,226 | $213K |
| Emergent Wealth Advisors, LLC | 0.13% | Reduce -2.7% | 2,217 | $212K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 2,210 | $211K |
| ETF Portfolio Partners, Inc. | 0.06% | Add +0.6% | 2,208 | $211K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Add +33.2% | 2,206 | $211K |
| TPG Financial Advisors, LLC | 0.07% | Reduce -1.2% | 2,203 | $211K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | Add +0.6% | 2,199 | $210K |
| Barden Capital Management, Inc. | 0.18% | New | 2,198 | $210K |
| Arq Wealth Advisors, LLC | 0.04% | Reduce -24.1% | 2,195 | $210K |
| Grey Ledge Advisors, LLC | 0.05% | New | 2,195 | $210K |
| Armstrong, Fleming & Moore, Inc | 0.09% | No change | 2,165 | $207K |
| Mengis Capital Management, Inc. | 0.04% | New | 2,154 | $206K |
| Sweeney & Michel, LLC | 0.06% | No change | 2,032 | $206K |
| Sowell Financial Services LLC | 0.01% | Add +0.6% | 2,145 | $205K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -2.9% | 2,134 | $204K |
| Argyle Capital Partners, LLC | 0.15% | New | 2,107 | $201K |
| Rede Wealth, LLC | 0.07% | Reduce -39.6% | 2,104 | $201K |
| Motco | 0.02% | No change | 2,091 | $200K |
| EFG International AG | 0.00% | Reduce -68.0% | 2,030 | $194K |
| Atlantic Union Bankshares Corp | 0.00% | Add +27.3% | 1,981 | $189K |
| WPG Advisers, LLC | 0.14% | No change | 1,974 | $189K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,974 | $189K |
| Clarity Asset Management, Inc. | 0.09% | Reduce -1.0% | 1,943 | $186K |
| Allworth Financial LP | 0.00% | Add +11.1% | 1,907 | $182K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,893 | $181K |
| Gould Capital, LLC | 0.11% | Add +1.6% | 1,887 | $180K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,880 | $180K |
| Capital Analysts, LLC | 0.00% | Reduce -87.4% | 1,853 | $177K |
| Finley Financial, LLC | 0.08% | No change | 1,830 | $175K |
| Horizons Wealth Management | 0.12% | Reduce -2.5% | 1,827 | $175K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.7% | 1,772 | $169K |
| Covestor Ltd | 0.11% | Add +2.7% | 1,728 | $165K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.8% | 1,775 | $164K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -8.8% | 1,703 | $163K |
| Clean Yield Group | 0.05% | New | 1,682 | $161K |
| Legacy Wealth Managment, LLC | 0.08% | Add +5.8% | 1,642 | $157K |
| CoreCap Advisors, LLC | 0.01% | Add +7.0% | 1,554 | $150K |
| Russell Investments Group, Ltd. | 0.00% | Add +87.7% | 1,453 | $139K |
| Kennebec Savings Bank | 0.12% | New | 1,365 | $131K |
| Princeton Global Asset Management LLC | 0.02% | Add +48.4% | 1,261 | $121K |
| Lanark Financial, Inc. | 0.01% | Add +405.9% | 1,199 | $115K |
| Rice Partnership, LLC | 0.02% | Reduce -0.3% | 1,192 | $114K |
| TD Waterhouse Canada Inc. | 0.00% | Add +10.1% | 1,142 | $111K |
| Deutsche Bank AG | 0.00% | Add +630.0% | 1,095 | $105K |
| Fort Vancouver Investment Management, LLC | 0.05% | No change | 1,090 | $104K |
| Gen-Wealth Partners Inc | 0.03% | Reduce -9.8% | 1,043 | $100K |
| Westend Capital Management, LLC | 0.03% | Reduce -4.2% | 1,030 | $98K |
| Spire Wealth Management | 0.00% | Reduce -49.3% | 967 | $92K |
| CVA Family Office, LLC | 0.01% | Add +337.0% | 957 | $92K |
| Key Financial Inc | 0.02% | No change | 937 | $90K |
| Hurley Capital, LLC | 0.05% | No change | 929 | $89K |
| Trust Co | 0.01% | Reduce -8.5% | 911 | $87K |
| Global Assets Advisory, LLC | 0.02% | New | 882 | $84K |
| Smithfield Trust Co | 0.00% | Add +38.4% | 890 | $84K |
| Stance Capital LLC | 0.04% | New | 871 | $83K |
| Kilter Group LLC | 0.04% | Reduce -2.4% | 857 | $82K |
| Phillips Financial Management, LLC | 0.01% | No change | 843 | $81K |
| Evolution Wealth Management Inc. | 0.06% | New | 799 | $76K |
| Angeles Wealth Management, LLC | 0.00% | No change | 784 | $75K |
| Bfsg, LLC | 0.01% | No change | 783 | $75K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | No change | 772 | $74K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -2.8% | 767 | $73K |
| IAG Wealth Partners, LLC | 0.01% | No change | 765 | $73K |
| Hollencrest Capital Management | 0.00% | New | 763 | $73K |
| First Horizon Corp. | 0.00% | No change | 755 | $72K |
| Pacifica Partners Inc. | 0.02% | No change | 750 | $72K |
| 4Thought Financial Group Inc. | 0.03% | Reduce -8.4% | 728 | $70K |
| American National Bank & Trust | 0.01% | Reduce -9.4% | 725 | $69K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 710 | $68K |
| Redwood Park Advisors LLC | 0.05% | No change | 700 | $67K |
| Archer Investment Corp | 0.01% | No change | 684 | $65K |
| Scarborough Advisors, LLC | 0.01% | Add +109.6% | 675 | $65K |
| Pacific Center for Financial Services | 0.02% | No change | 673 | $64K |
| DT Investment Partners, LLC | 0.01% | No change | 670 | $64K |
| Harbor Asset Planning, Inc. | 0.05% | Add +178.7% | 666 | $64K |
| Ancora Advisors LLC | 0.00% | No change | 657 | $63K |
| Evolution Advisers, Inc. | 0.03% | No change | 650 | $62K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 647 | $62K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.6% | 646 | $62K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +9.5% | 620 | $59K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +4.4% | 619 | $59K |
| Investors Research Corp | 0.01% | No change | 589 | $56K |
| North Star Investment Management Corp. | 0.00% | Add +60.9% | 581 | $56K |
| Your Advocates Ltd., LLP | 0.02% | Reduce -16.7% | 573 | $55K |
| UMB Bank, n.a. | 0.00% | No change | 568 | $54K |
| Center for Financial Planning, Inc. | 0.01% | No change | 549 | $52K |
| SouthState Bank Corp | 0.00% | Reduce -22.4% | 541 | $52K |
| MCF Advisors LLC | 0.00% | New | 537 | $51K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -3.5% | 530 | $51K |
| Rialto Wealth Management, LLC | 0.01% | No change | 501 | $48K |
| Larson Financial Group LLC | 0.00% | No change | 499 | $48K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.3% | 477 | $46K |
| Blueline Advisors LLC | 0.03% | Add +0.5% | 430 | $41K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +69.3% | 420 | $40K |
| Ameriflex Group, Inc. | 0.02% | Reduce -12.9% | 405 | $39K |
| TD Capital Management LLC | 0.00% | No change | 405 | $39K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 384 | $37K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 353 | $34K |
| Daiwa Securities Group Inc. | 0.00% | New | 350 | $33K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 325 | $31K |
| Winthrop Capital Management, LLC | 0.01% | No change | 323 | $31K |
| Creative Capital Management Investments LLC | 0.01% | No change | 321 | $31K |
| Rossmore Private Capital | 0.00% | No change | 300 | $29K |
| Triumph Capital Management | 0.01% | No change | 299 | $29K |
| NBT Bank, N.A. | 0.00% | Reduce -21.8% | 295 | $28K |
| Coston, McIsaac & Partners | 0.01% | No change | 298 | $28K |
| HM Payson & Co. | 0.00% | No change | 260 | $25K |
| JDM Financial Group LLC | 0.01% | New | 254 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 232 | $22K |
| Longview Financial Advisors LLC | 0.01% | No change | 222 | $21K |
| Crewe Advisors LLC | 0.00% | No change | 216 | $21K |
| GW&K Investment Management, LLC | 0.00% | New | 208 | $20K |
| Investors Portfolio Services LLC | 0.02% | No change | 208 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 185 | $18K |
| GAMMA Investing LLC | 0.00% | Reduce -60.3% | 170 | $16K |
| Centerpoint Advisors, LLC | 0.01% | Add +22.1% | 166 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -12.8% | 164 | $16K |
| United Financial Planning Group LLC | 0.01% | No change | 166 | $16K |
| Copia Wealth Management | 0.01% | No change | 164 | $16K |
| Bokf, NA | 0.00% | No change | 160 | $15K |
| CX Institutional | 0.00% | Reduce -0.6% | 157 | $15K |
| Grand Wealth Management, LLC | 0.01% | No change | 147 | $14K |
| Godfrey Financial Associates, Inc. | 0.01% | Add +11.9% | 141 | $13K |
| Abound Wealth Management | 0.00% | No change | 133 | $13K |
| Vision Retirement, LLC | 0.00% | No change | 126 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 117 | $11K |
| Strategic Wealth Advisors LLC | 0.01% | Reduce -17.4% | 123 | $11K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 99 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 89 | $9K |
| Arax Advisory Partners | 0.00% | Reduce -79.3% | 83 | $8K |
| St Germain D J Co. Inc. | 0.00% | New | 82 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 79 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 74 | $7K |
| Founders Capital Management | 0.00% | No change | 73 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 66 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -89.0% | 61 | $6K |
| Toth Financial Advisory Corp. | 0.00% | No change | 58 | $6K |
| Evermay Wealth Management LLC | 0.00% | No change | 55 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 52 | $5K |
| Financial Avengers, Inc. | 0.00% | New | 50 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.5% | 41 | $4K |
| Lodestone Wealth Management LLC | 0.00% | No change | 40 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 27 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 27 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -67.6% | 24 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 21 | $2K |
| Trust Co. of Toledo NA | 0.00% | New | 18 | $2K |
| International Assets Investment Management, LLC | 0.00% | Reduce -52.9% | 16 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 11 | $1K |
| Creative Financial Designs Inc. | 0.00% | Add +10.0% | 11 | $1K |
| Davis Capital Management | 0.00% | No change | 9 | $861 |
| Capital Investment Advisory Services, LLC | 0.00% | New | 9 | $861 |
| Key Capital Management, INC | 0.00% | Reduce -94.0% | 8 | $765 |
| Maseco LLP | 0.00% | No change | 8 | $765 |
| Raleigh Capital Management Inc. | 0.00% | New | 5 | $478 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 5 | $467 |
| Glassman Wealth Services | 0.00% | No change | 2 | $191 |
| Financial Life Planners | 0.00% | New | 1 | $101 |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -66.7% | 1 | $77 |
"% of holder's portfolio" is ESGD's weight in each manager's 13F, not the share of iShares Trust iShares ESG Aw the manager owns.